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INSIGHT. INNOVATION. IMPACT.
INSIGHT. INNOVATION. IMPACT.
Addressing Challenges:
Controlled Documents in
Asset Management
Thomas Demmler (@thomasdemmle...
Copyright © OpenText Corporation. All rights reserved.
ECM for Enterprise Asset Management
Challenges
Operations
Easy, Qui...
Copyright © OpenText Corporation. All rights reserved.
Operation and Maintenance
ConstructionProject Portfolio
Mgmt.
Engin...
Copyright © OpenText Corporation. All rights reserved.
ECM for Enterprise Asset Management
Blueprints
The purpose of a Blu...
Copyright © OpenText Corporation. All rights reserved.
ECM for Enterprise Asset Management
Blueprint: SAP Plant Maintenanc...
Copyright © OpenText Corporation. All rights reserved.
ECM for SAP Plant Maintenance - Management of Technical Objects
Fun...
Copyright © OpenText Corporation. All rights reserved.
ECM for SAP Plant Maintenance - Corrective Maintenance
Maintenance ...
Copyright © OpenText Corporation. All rights reserved.
ECM for SAP Plant Maintenance - Preventive Maintenance
Maintenance ...
Copyright © OpenText Corporation. All rights reserved.
ECM for SAP Plant Maintenance
Work Order Printing
SAP Maintenance O...
Copyright © OpenText Corporation. All rights reserved.
ECM for SAP Plant Maintenance
Work Order Printing (Video)
Copyright © OpenText Corporation. All rights reserved.
ECM for SAP Plant Maintenance
SharePoint Access
SAP Equipment: P-30...
Copyright © OpenText Corporation. All rights reserved.
ECM for SAP Plant Maintenance
SharePoint Access (Video)
Copyright © OpenText Corporation. All rights reserved.
ECM for SAP Plant Maintenance
SAP Portal Access
Also available for ...
Copyright © OpenText Corporation. All rights reserved.
ECM for SAP Plant Maintenance
SAP Visual Enterprise (Video)
Copyright © OpenText Corporation. All rights reserved.
ECM for Enterprise Asset Management
Manage Content at Your Day-to-D...
Copyright © OpenText Corporation. All rights reserved.
ECM for Enterprise Asset Management
SAP Environment, Health, and Sa...
Copyright © OpenText Corporation. All rights reserved.
ECM for SAP EHS – Health and Safety
Incident Management
SAP Inciden...
Copyright © OpenText Corporation. All rights reserved.
ECM for SAP EHS – Environmental Compliance
Waste Management
Content...
Copyright © OpenText Corporation. All rights reserved.
ECM for SAP EHS – Product Safety
Specification Management
SAP Subst...
Copyright © OpenText Corporation. All rights reserved.
ECM for Enterprise Asset Management
ECM Solutions on the SAP Busine...
Stonebridge
Experience with PM Blueprint
Controlled documents
Copyright © OpenText Corporation. All rights reserved.
 MMG was the first implementation of the PM blueprint (toolkit) in...
Copyright © OpenText Corporation. All rights reserved.
About the PM Blueprint
 What it is…
 An integration blueprint
 A...
Copyright © OpenText Corporation. All rights reserved.
Controlled Documents & SAP
 Preferred method of implementing SAP P...
Copyright © OpenText Corporation. All rights reserved.
Task List
Controlled Document
Library
Overview
Drawing Library
Cont...
Copyright © OpenText Corporation. All rights reserved.
SAP Design
 UI choice can have a considerable impact on your
desig...
Copyright © OpenText Corporation. All rights reserved.
Tips
 If you are part of a larger SAP project, leave additional ti...
The OpenText Innovation Lab
Help us drive the next Generation of User Experience
for SAP Extended ECM
INSIGHT – INNOVATION...
Thomas Demmler
Email: thomas.demmler@opentext.com
Twitter: @thomasdemmler
Athol Hill
Email: athol.hill@mac.com
Twitter: @a...
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Sap 407 addressing challenges - controlled documents in asset management v5

Addressing the challenges of Asset Management with SAP Extended ECM by OpenText

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Sap 407 addressing challenges - controlled documents in asset management v5

  1. 1. INSIGHT. INNOVATION. IMPACT.
  2. 2. INSIGHT. INNOVATION. IMPACT. Addressing Challenges: Controlled Documents in Asset Management Thomas Demmler (@thomasdemmler) Director Product Management SAP Solutions OpenText Athol Hill (@atholhillecm) SAP Practice Lead Stonebridge Systems
  3. 3. Copyright © OpenText Corporation. All rights reserved. ECM for Enterprise Asset Management Challenges Operations Easy, Quick, All Compliance Controlled, Traceable, Secure Worker’s Health and Safety MSDS, Incidents Knowledge Management Outsourcing, Retirement, MRO Staff Shortage Environmental Compliance Waste, Air, Certificates Indirect Procurement Correct, In Budget How to Accomplish it Efficiently? Maintenance Projects Structured, In Time
  4. 4. Copyright © OpenText Corporation. All rights reserved. Operation and Maintenance ConstructionProject Portfolio Mgmt. EngineeringAcquisition, Rental ECM for PPM ECM for EPC ECM for EAM ECM for Enterprise Asset Management Overall Picture Building DocumentsConstruction Procurment Procurement Project System DetailedDesign Preparative Documents ConceptualDesign Researchand Feasibility AuthorityPermission ContractManagement Portfolio & Project Management Maintenance Documents Inspection, Maintenance,Repair Environment,Health& Safety Purchasing,Logistics ChangeandRevision Projects Decommissioning Handover,Introduction, CheckingandApproval Commissioning Plant Maintenance EHS Procurement
  5. 5. Copyright © OpenText Corporation. All rights reserved. ECM for Enterprise Asset Management Blueprints The purpose of a Blueprint is to provide a best practice for an implementation in a specific business context. A Blueprint consists of documentation and a sample implementation. It is not part of the product and is therefore not covered by product maintenance.
  6. 6. Copyright © OpenText Corporation. All rights reserved. ECM for Enterprise Asset Management Blueprint: SAP Plant Maintenance Extended ECM provides Business Workspaces for key business objects in plant maintenance Plan and Design Procure and Build Commission Operate Maintain Decommission Asset Lifecycle Functional Location Equipment Material SupplierProject Maintenance Notification Maintenance Order Task List
  7. 7. Copyright © OpenText Corporation. All rights reserved. ECM for SAP Plant Maintenance - Management of Technical Objects Functional Locations & Equipment Related Functional Locations Related Maintenance Orders Related Maintenance Notifications SAP Functional Location: R01-U-REF Reformer Content Key Functional Location Information Activity Feeds Relationships Content Filters
  8. 8. Copyright © OpenText Corporation. All rights reserved. ECM for SAP Plant Maintenance - Corrective Maintenance Maintenance Notifications Related Equipment Related Functional Location Related Maintenance Order SAP Maintenance Notification: 10001950 Strange noise in motor Content
  9. 9. Copyright © OpenText Corporation. All rights reserved. ECM for SAP Plant Maintenance - Preventive Maintenance Maintenance Task Lists & Orders SAP Maintenance Task List: ASM_LOCO 06 Operations Content Drag & Drop
  10. 10. Copyright © OpenText Corporation. All rights reserved. ECM for SAP Plant Maintenance Work Order Printing SAP Maintenance Order: 818981 M17-002 motor maintenance Work Order Print Preview • Data + selected documents • Origins from work order, notification, equipment, functional location, material • Huge flexibility
  11. 11. Copyright © OpenText Corporation. All rights reserved. ECM for SAP Plant Maintenance Work Order Printing (Video)
  12. 12. Copyright © OpenText Corporation. All rights reserved. ECM for SAP Plant Maintenance SharePoint Access SAP Equipment: P-3000-N001 Electric pump 001 Key Equipment Information Content Relationships Functional Locations Equipment Maintenance Notifications Maintenance Orders Materials
  13. 13. Copyright © OpenText Corporation. All rights reserved. ECM for SAP Plant Maintenance SharePoint Access (Video)
  14. 14. Copyright © OpenText Corporation. All rights reserved. ECM for SAP Plant Maintenance SAP Portal Access Also available for SAP NetWeaver Portal on Device SAP Vendor: C.E.B. Berlin (1000) Key Vendor Information Content + Relationships
  15. 15. Copyright © OpenText Corporation. All rights reserved. ECM for SAP Plant Maintenance SAP Visual Enterprise (Video)
  16. 16. Copyright © OpenText Corporation. All rights reserved. ECM for Enterprise Asset Management Manage Content at Your Day-to-Day Tasks MS SharePoint SAP ECC SAP Portal ECM Web MS Windows E-mail & MS Office Mobile Devices SAP CRM / SRM
  17. 17. Copyright © OpenText Corporation. All rights reserved. ECM for Enterprise Asset Management SAP Environment, Health, and Safety
  18. 18. Copyright © OpenText Corporation. All rights reserved. ECM for SAP EHS – Health and Safety Incident Management SAP Incident: 42 Explosion at the pump Content Key Incident Information Search
  19. 19. Copyright © OpenText Corporation. All rights reserved. ECM for SAP EHS – Environmental Compliance Waste Management Content Search SAP Waste Generator: IDES_3000 IDES Plant New York
  20. 20. Copyright © OpenText Corporation. All rights reserved. ECM for SAP EHS – Product Safety Specification Management SAP Substance: P182 Industry cleaner EASY-Clean Content Search Typical Reports: • Standard Operating Procedures (SOP) • Material Data Sheets (MSDS) • Storage of raw reports as well as final reports
  21. 21. Copyright © OpenText Corporation. All rights reserved. ECM for Enterprise Asset Management ECM Solutions on the SAP Business Model 21 SupplierMaterials SAP MM SAP FI, SRM Projects SAP PS, PPM Customers SAP SD, CRM Products SAP PLM, QM Assets & Plants SAP PM, EHS Maintenance Projects Indirect Procurement
  22. 22. Stonebridge Experience with PM Blueprint Controlled documents
  23. 23. Copyright © OpenText Corporation. All rights reserved.  MMG was the first implementation of the PM blueprint (toolkit) in the world  Site is due to go live March 2014  PM Blueprint solution built through feedback from MMG, Belgian Railways and Hydro Tasmania  Provides a large reduction in implementation effort.  Implementation was simplified with minimal issues – credit to OT Germany development team.  Unique requirements and changes identified during testing fed back to the development team for updates to the product – still ongoing
  24. 24. Copyright © OpenText Corporation. All rights reserved. About the PM Blueprint  What it is…  An integration blueprint  An accelerator designed to help shorten the implementation effort and reduce the risk for the implementation of XECM for Plant Maintenance  A best practice development design to meet the needs of 95% of customers as opposed to 95% of customer needs  What it isn’t…  An ECM design  A controlled document library design
  25. 25. Copyright © OpenText Corporation. All rights reserved. Controlled Documents & SAP  Preferred method of implementing SAP PM integration is in conjunction with a controlled document library.  It is not recommended to implement the controlled library for asset management only  Consider the design for your controlled document library in conjunction with SAP, not independently.  Existing customers with controlled document libraries may require some changes or a design validation  Consider SAP in your workflow approval  A taxonomy will be required (At least level 1)  Reporting can have a big impact on your design Preferred Method Controlled Document Library SAP Object Shortcut
  26. 26. Copyright © OpenText Corporation. All rights reserved. Task List Controlled Document Library Overview Drawing Library Controlled Document Library Operation 010 – Change Oil Operation 020 – Rotate Tyres Draftsperson, Engineer Technician, Reliability Engineer, Maintenance Planner, Administrative Assistant Operation 030 – Change washer fluid Operation 040 – Change cam belt Work Order Operation 010 – Change Oil Operation 030 – Change washer fluid
  27. 27. Copyright © OpenText Corporation. All rights reserved. SAP Design  UI choice can have a considerable impact on your design.  The workspace design and approach has a big dependency on the number of workspaces you intend using. I.e. 600,000 workspaces in a single folder  The are ways to get around developing complex workspace structures (which require enhancements)  Consider parent vs child relationships as part of your documents location or shortcuts.  Do not underestimate the effort for data migration. SAP integration adds complexity
  28. 28. Copyright © OpenText Corporation. All rights reserved. Tips  If you are part of a larger SAP project, leave additional time for each cutover. XECM is not as simple as transports  Check change objects for SAP – These are often switched off by the SAP functional consultants  Switch off auto create and manually control the creation process of workspaces for migration.  Can slow the SAP data takeon if you encounter CS issues.  Consider the interdependencies between objects in your cutover plan for data migration  Create Task Lists – Migrate Documents – Create Work Orders  Note the fresh and upgrade process for each client. Refreshing the system or applying service packs may impact the SAP connection in a variety of ways. I.e. impersonation is switched off and needs to be switched on again.  Limit customization where possible (impact on the ability to upgrade)
  29. 29. The OpenText Innovation Lab Help us drive the next Generation of User Experience for SAP Extended ECM INSIGHT – INNOVATION – IMPACT
  30. 30. Thomas Demmler Email: thomas.demmler@opentext.com Twitter: @thomasdemmler Athol Hill Email: athol.hill@mac.com Twitter: @atholhillecm LinkedIn: http://www.linkedin.com/in/atholhill

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