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TECHNICAL ARTICLE

Originally Printed in the November 2001 Issue of Circuits Assembly Magazine
 

INFORMATION VISIBILITY FOR OEMs AND EMS PROVIDERS

The availability of Web-based manufacturing information can better integrate
OEMs and EMS providers–and ultimately improve their relationship.

The contract electronics assembly industry is maturing and facing new challenges as each CEM strives to differentiate itself by giving its customers unique advantages and greater value. As with any company, there are opportunities for improvement in business practices, manufacturing processes, etc. When the leadership of a CEM looks to identify the primary threats to their profitability and customer satisfaction, issues such as quoting, communication with customers, efficient change control, and many more come to mind.

There is typically a commonality to a large number of these threats; information visibility and access, as well as the collaborative processing of this information. CEMs are faced with several points in a project life-cycle which are inhibited by poor access to centralized information, and very often an inability to efficiently offer manufacturing information access to customers. Some typical throttling points in the process include obtaining information from customers efficiently, communicating results back to them responsively, overhead and time in new product introductions and engineering changes, and efficient and easy information access and the communication of ideas and changes both internally and externally.
If all of these problems are taken as a whole, data visibility is at the core of the issue—today’s CEMs ultimately have the information they need to produce product and communicate to customers, but they can distinguish themselves by how well they disseminate it to their own personnel and especially to their customers.

TransCollaborative Manufacturing Software (TCM) provides the framework to organize, store, and control information and then make it easily accessible so personnel can better perform their jobs, and makes customers more closely involved in the entire process from project quoting to field repair. It is a technology which improves the relationship a CEM has with its customers through its operation in the enterprise.

To create a CEM enterprise with truly transparent and accessible manufacturing information, there are two primary needs of the CEM:

Create an efficient and user-friendly “digital dialog” with customers at several key inflection points in a project or product life cycle.

Manufacturing information within the CEM enterprise must be accessible and efficiently managed.

THE CUSTOMER VISIBILITY CHALLENGE
Consider the many points in the life cycle of a contract with a CEM customer when efficient information visibility and access are crucial to moving forward consistently and quickly, without losing control and introducing quality problems (Figure 1.). The first step involves obtaining customer product data. This information takes many forms including CAD, bill of materials data, approved vendor and manufacturer requirements, supporting documentation, specification control documents, etc. The traditional means of handling this information is through relatively manual transfer, or in some cases, exchange-based software tools. Both methods disconnect the customer from the CEM and preclude an efficient “digital dialog”. Furthermore, there are often errors within customer data, resulting in an iterative process of communicating these problems to the customer, once again without a seamless mechanism with which to conduct this communication.

Another step in the beginning of the relationship involves quoting and design for manufacturability. The customer offers the product design, but the CEM possesses all of the process information about their factory or factories. Quickly analyzing the producibility of a product against a factory can be a very difficult task. DFM tools developed primarily at the fabrication level do not touch the factory floor adequately or possess the granular knowledge of routing and total process capability to provide legitimate feedback on the potential of process-centric cost-saving design changes.

Further along in the project, after the customer has decided to have the product produced, another point of dialog becomes important. When the process is developed and the bill of materials is cleaned and established, the approval of prepared data must be obtained as quickly as possible. In many cases, the CEM does not offer the customer involvement in this process, but this can lead to disputes later in the process. The CEM / Customer relationship can be strengthened by involving the customer in the electronic approval process prior to release to avoid discovering problems once the product is already being produced.

Very few CEMs have the capability to give their customers controlled access to quality or tracking data being derived from the manufacture of their products or the progress of their orders. This separates the customer from the actual processing of their product, which is, of course, very important to them. For the CEM’s who do offer this benefit to their customer presently, the compilation and communication of this information typically involves a great deal of overhead and manual work, and furthermore, the real-time benefit of the information is lost.

THE INTERNAL VISIBILITY CHALLENGE
In addition to the points in a product’s developmental cycle requiring a digital dialog with the customer, there are a vast number of activities within the CEM enterprise requiring efficient internal information visibility.

Rapidly developing the previously analyzed product information into the final process, with documentation and machine programs pertinent to the most ideal routing is key to an efficient new product introduction. Central visibility to all facets of the factory and its capabilities is critical at this stage.

Once the process is developed, the electronic approval cycle becomes a bottleneck in many enterprises, as it is often paper-based. Management typically lacks visibility to the status of the full scope of approval processes, and cannot easily monitor the reasons for rejections flowing in from many sources.

The delivery of visual, dynamic documentation to the factory has proven difficult, as systems have not been available in a web-centric platform which are capable of supporting documentation beyond simple linked electronic files. Giving line operators access to dynamic, visual, and multimedia information complete with the full bill of materials and quality information has proven elusive.

Management within the CEM requires status monitoring and product tracking. Many software systems have been available for this purpose. However, ERP and other manufacturing execution software (MES) systems have not been web-based and lack the visibility to the design data, revision control, the full visual document set, the storage and knowledge of machine parameters, and therefore they lack the ability to track the full scope of the process.

Web-based visibility to quality data and to product and component tracking data and genealogy has also been elusive. Many manufacturers spend enormous effort manually compiling product tracking data when product installed in the field fails and must be repaired or retrofit.

THE NEXT–GENERATION CEM
TCM software enables the CEM to eliminate the information voids along the road to product release, in production, and out into the field (Figure 2.). In an enterprise employing TransCollaborative Manufacturing software, things proceed much differently than in the traditional CEM enterprise.
Product Data Communication

At the beginning of the process, the communication of design and product configuration data from customer to CEM is improved. This is traditionally a disconnected effort in which the customer gathers their information, sends it along to the CEM (perhaps through a software tool, but usually not) and then waits for notification of any errors which might be uncovered. An iterative process then begins until all issues are resolved. The problem with this method lies in the lack of “customer-side” troubleshooting of even the most gross data problems. In the TCM software model, the customer uses their browser to load in product data and BOM data. The loading is actually occurring in the TCM server at the CEM, but from the customer’s perspective, it appears as a simple desktop browser utility. They validate the information using the full power of the TCM server, but are doing so through a secure and remote web interface. When errors are revealed and resolved, the TCM system stores the information from the customer until process engineers and configuration managers begin work on it at the CEM. This process eliminates many problems in the basic data without time-wasting iterations between the CEM and their customers. Some have put forth an “ASP” or Application Service Provider model for these activities, in which a third party provides an on-line bridge between the CEM and their customer. This model for design collaboration places an unnecessary middle party in a process which can be more efficiently conducted from the CEMs server where the TCM system resides. Through the TCM method, the middle-party cost is eliminated, the mission-critical data never leaves the CEM, and the CEM is not dependent on other parties for the service. The TCM solution is technologically similar and functionally identical to the ASP model, except the technology is licensed by and resides with the CEM, making it a more elegant and cost efficient solution for engineering collaboration.

PROCESS–CENTRIC DFM
When data is received in the TCM server, the engineers “apply” the product to a factory or multiple factories. Since the TCM software offers visibility to factory layouts, machine definitions, routing configurations, product revision and product process revisions, and virtually everything about how prior products have been assembled, a process-centric analysis can be performed. DFM from a bare-board or component layout perspective is valuable, but DFM with regard to actual process capability and factory configuration is the way to reducing ongoing manufacturing cost. CEM engineers can “apply” the product design to their factories and determine potential cost savings, see the lines and processes the product would require, and feed back suggestions to the customer to assist them in making the product less expensive to produce.

RAPID DATA PREP FOR PRODUCT INTRODUCTION
The next phase assumes data is received and problems are resolved. The software system then allows engineers to quickly set up component assignment along the routing, optimize and program machines, and automatically develop comprehensive documentation sets (Figure 3.). Setup checklists for the process and logical routing decision points are established. Using the software, this process happens extremely rapidly, primarily due to simplified and centralized access to the full scope of manufacturing resources available within the enterprise.

ELECTRONIC APPROVAL CYCLES
Regardless of the speed of data preparation for introducing a product to the factory, the approval of a BOM and process for production release can halt the race to begin assembling product. In a TCM environment, the software issues notifications to persons who must review process, documentation, and bills of materials. These persons then simply enter their web browsers and review the full depth of information from the central server. They may also reject with reason, and the TCM system facilitates the return of the feedback to the originators to assist with the required corrections. Managers monitor the progress and outstanding issues of all approval cycles to instantly learn why certain projects haven’t reached the factory floor, and what they must do to fix the problem. Perhaps more importantly, CEM customers can be put in the approval cycle via remote web-based access. This gives the customer a final approval in a product’s journey to production, reducing disputes later in the process and eliminating the risk of an eroded customer/vendor relationships caused by disputes.

DELIVERY OF INFORMATION TO THE FACTORY
When approvals are obtained electronically, the delivery of information to the factory is instantaneous via the web. Work and job order data is harvested from the ERP system or input manually, pre-production checklists are presented to operators prior to allowing job run, and finally the system makes everything required for production immediately available to operators.

TRACKING
When jobs are being run, every detail of their movement along the process and all activities performed upon them are logged. Rework incidents, re-routings, tuning steps, data collection points, and even event information acquired from machinery is attached to the product as it moves through the process. This, once again, is achieved via web browsers, and access to the resultant information is via browsers as well.

MONITORING AND QUALITY
Managers and customers have immediate web-access to real-time tracking data. The location of product, the yield rates, quality parameters, shipment status, etc. are all available through simple web portals.

PRODUCT GENEALOGY
Product genealogy is available for the entire scope of products from one serialized component to a PCB and up to a final integration into a large system of many subassemblies. The input of a serial number from any component of a given system explodes a hierarchical tree of every product within that assembly. This information drills down further to expose the process through which the product proceeded and all information collected during the process. Customers as well as the managers of the CEM then have immediate product genealogy access.

COMPETITIVE FUTURE
The application of TransCollaborative Manufacturing Software within the CEM enterprise will distinguish the next-generation of CEMs. They benefit from greater customer retention and the ability to acquire more customers by leveraging the benefits of effective communication between their company and the customer in their marketing and sales efforts. The benefits they offer and promote to their customers may be summarized as follows:

The next generation CEM offers greater value and ultimately lower cost contracts by facilitating collaborative process-centric producibility analysis with their customers. The communication of the analysis results, is simplified via the web.

They convey basic product data between the companies interactively via the web. Rather than exchange-based solutions, the error checking, cleaning, and approval processes occur via technology owned by the CEM, eliminating any middle parties in a traditional ASP model.

The offer a system to let their customer feel more in touch with the production of their products through browser-based visibility to the set of information or documentation the CEM wishes to present to them. The dynamic nature of this information offers them a level of interaction with the process creating their products which simulates the confidence they enjoyed when building their own products as an OEM.

When their customer experiences field failure of their products, they offer instantaneous web-access to full product genealogy down to component tracing data and process history and all the way up the product hierarchy to the final assembly level. This closes the loop from the initial design refinement to the final support of the finished product in the field.

The next generation CEM use their TCM system to interact digitally with their customers through the entire process, making their relationship stronger.

THE ULTIMATE OBJECTIVE
TransCollaborative Manufacturing software has emerged from the many disparate solutions of the past to provide CEMs a singular system providing the benefits of centralized web-centric information visibility for both the CEM and their customers. Its framework creates a digital dialog with customers while controlling and expediting internal data preparation and manufacturing execution. Most importantly, TCM technology helps the CEM attain the most important goals in any business; customer retention, acquisition, and satisfaction.
 

Author Information:
Jason Spera, Chief Executive Officer
Aegis Industrial Software Corporation
220 Gibraltar Road, Suite 100
Horsham, PA 19044