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IND-3 – Moving up the PVC Maturity Curve in Industrial ManufacturingSteve Porter – CEO, Zero Wait StateScott Evans – Corporate IT Manager, Sub ZeroMiah Finley – Business Systems Analyst, Sub ZeroMichael Ger – Director, Oracle

#ovcs

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The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract.It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

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Agenda

Trends and PLM Maturity

– Zero Wait State

Moving up Maturity Curve (Including Compliance Management)

– Sub Zero

Market-Driven Innovation

– Oracle

Q&A

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Trends and PLM MaturitySteve Porter – CEO, Zero Wait State

What We DoWhat We DoSolutions• PLM Implementation• CRM & ERP Integration• Data Migration

Products• DesignState Integration• PDXState PDX Viewer• LoadState

Specialties• Agile PLM Compliance• Engineering Collaboration• Hi-Tech, Industrial & Med

Device Companies

Our CustomersOur Customers

Engineering CollaborationEngineering Collaboration• Zero Wait-State is Oracle’s

Go-To Partner for Engineering Collaboration

• ZWS is staffed with Engineering Resources that have experience with both CAD data Management and Enterprise PLM

• ZWS has an extensive track record implement Edge and Pro/Engineer/CREO

ComplianceCompliance

• Assembled a team of industry experts who specialize in PG&C

• Leverage automation tools to streamline importing information

• LoadState ComplianceAccelerator

• Ensure a quick and successful implementation experience

PDXState Stand-Alone PDX ViewerPDXState Stand-Alone PDX ViewerImport, view, and export PDX files from Import, view, and export PDX files from one PLM System to another to increase one PLM System to another to increase your Supply Chain Efficiencyyour Supply Chain Efficiency..

• Works with all PLM solutions • Handles large PDX files • Based on new technology and

provides a simple user interface and is easy to use

• Platform for future supply chain management capabilities including change management and cost analysis

• Saves time, and reduces the risk of costly errors, omissions and version mismatch in your product data

• Enhances PDX functionality with intuitive product structure browsing and item BoM comparison

The PLM Voyage The PLM Voyage

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Moving up the Maturity Curve (including Compliance Management)Scott Evans – Corporate IT Manager, Sub ZeroMiah Finley – Business Systems Analyst, Sub Zero

Agenda

1 2 3

Who Is Sub-Zero

Requirements &Opportunities

Roadmap

Founded in 1945

Corporate Headquarters– Madison, WI

Manufacturing/Distribution– Madison, WI– Fitchburg, WI– Goodyear, AZ

Sub-Zero Group is the leading manufacturer of luxury appliancesSub-Zero - Refrigeration, freezers and wine storage products

Wolf - Ranges, ovens, cooktops and grills

• Sub-Zero/Wolf needs to decrease time to market and increase accuracy to stay competitive

• Continues strive for better product quality • Reduction in prototyping costs • Provide better tools to allow for significant process change

opportunities• Reduce custom applications

Summary

Application Based

Database

MS Excel Based

Delta

~2

~14

~3

Thank You

Presenter: Scott Evans

Corp IT Manager

PG & C

Presenter: Miah Finley

Business Systems Analyst

Sub-Zero Group, Inc.

Agenda

1 2 3 4 5

InternationalAdministration

Impact &Rewards

Staying theCourse

Requirements &Opportunities

Implementation &

Execution

International Administration

• Sub-Zero exports to 24 countries

• Annual volumeo 300 Ocean Containers

o 200 Air Freight

o 300 Parcel

o Import/Export Regulationso Foreign Trade Zone in Arizona

o ROHS, REACH & Conflict Minerals

• Source material from 250 suppliers across 25

countries

Requirements &

Opportunities

• Answer the question… ‘Can we ship to that country?’

• Confidence to welcome an audit

• Track & report all export compliance in one place

• Stable, secure & easy to use application

• Minimum of staff support

Implementation&

Execution

o No enhancements

o Converted all legacy data

o Minimum dedicated staff requirements

o 2 internal staff, 2 sourced specialists

o Flexible configuration

o Add additional compliance independently

o LoadState upload tool

o Supplier Entry spreadsheet tool

o Upload substance info and documents to PG&C

Impact&

Rewards

• Compliance management evolved from a response to a strategy

• Full audit preparedness

• Consolidated staff & decreased effort– Less chatter on regulations

• Swiftly answer… ‘YES! We can ship to that country.’

After PG&CBefore PG&C

Staying theCourse

• Sub-Zero Group, Inc can better incorporate International trade into design projectso Helps remove hidden/surprise costs

• New product timelines become more accurateo Existing system for tracking compliance removes the

‘how’o As more and more info is collected, we have a larger

base of transferrable information

Thank You

Presenter: Miah Finley

Business Systems Analyst

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Market Driven InnovationMichael Ger – Director, Oracle

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Industry R&D Spend*(% of Sales)

Software & Internet 13.0%

Healthcare 12.0%

Computer & Electronics 6.5%

Aerospace & Defense 4.2%

Automotive 3.7%

Industrials 2.2%

Chemicals and Energy 0.9%

Your Innovation Portfolio…..Are you getting your money’s worth?

*Source: Booz Allen, 2011

And Yet….

45% of companies dissatisfied with Return on Innovation spending

Business Week/BCG Survey, 2010

Top 20 R&D spenders are not leading innovators

Forbes, 2011

64% feel efforts to convert ideas to development projects were ineffective

Booz & Company, 2012

66% of projects fail to meet expectationsIDC, 2013

Large Spend….

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How Do You Make Innovation Decisions?The “Fuzzy” front-end

All too often, companies make innovation decisions based ongut-feel rather than on true, quantifiable decision-making criteria

Fuzzy Front-End Development

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Market-Driven InnovationWhat’s Required?

Multiple, Short-Duration Development Cycles

Single, Long-Duration Development Cycle

RE

VE

NU

E

TIME

Lost Revenue Potential

Rapid Development CyclesMarket-Focus

UnderstandCustomer Needs

Requires information-driven decisions across entire innovation lifecycle

Profitable Portfolios

PortfolioMix

FinancialObjectives

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Innovation Management ChallengesLead To….Challenges

Market “Duds”, poor sales, customer dissatisfaction

Aligning offeringswith market requirements

Aligning portfolio with corporate strategy and budgets

Poor Return on Innovation Investment (ROII)

Generating“next-big-thing” ideas

Missed opportunities, competitive disadvantage

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Innovation Management SolutionAligning Innovation to Market Needs and Corporate Objectives

FundFundIdeaScreen

IdeaScreen

TO

DE

VE

LO

PM

EN

T

MA

RK

ET

INS

IGH

TS • Business Justification

• Requirements• Concepts

Pro

fitab

leP

ortfo

lios

$$

$$

CAPTURE & RATIONALIZE

IDEAS

CAPTURE & RATIONALIZE

IDEAS

OPTIMIZEINVESTMENTPORTFOLIO

OPTIMIZEINVESTMENTPORTFOLIO

GENERATEPROPOSALSGENERATE

PROPOSALS

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Capture and Rationalize Ideas PROPOSED APPROVEDIDEA

• Create ideas via user interface or import from external sources

• Combine, correlate and rationalize ideas

• Embedded Social Collaboration workspaces‐ With group discussions, security and document attachments

• Track individual IP contribution for recognition/reward

• Collaboratively review, enrich and score new ideas

BenefitsIncrease rate of ideation and ideation pipelineImprove idea quality through collaborative screeningIncrease idea retention and reuse

Define

Collaborate

Score

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Proposal Collaboration PROPOSED APPROVEDPROPOSAL

• Collaboratively define and review project proposals

• Justify projects including budget and resources

• Define and validate market requirements‐ Traceability of requirements to proposed solutions

• Propose and evaluate concept solutions

• Approve proposals

BenefitsReduce risk via clearly defined assumptions and scopeBetter align offerings to market requirementsIncrease revenues and customer satisfaction

Define Requirements and Concepts

Justify (Including Financials)

Analyze and Approve

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Optimize Portfolio PROPOSED APPROVEDPORTFOLIO

Create Portfolio Scenarios

Score Scenarios

Analyze and Approve

• Create portfolio scenarios (proposed groupings of

proposals)

• Score scenarios against common enterprise metrics

• Analyze and compare scenarios

• Select scenario best meeting corporate objectives

• Approve portfolio scenario and release funding

BenefitsAlign portfolio to corporate requirementsIncrease Return on Innovation Investment (ROII)Optimize short, mid and long-term portfolio strategies

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Summary

What is your company’s innovation performance?

Innovation Management is “Pre-Development”

Focus on following areas:

– “Next Big Thing” Ideas

– Collaborative Proposal Review

– Align Portfolio to Market Needs and Corporate Objectives

Solution complements current PLM investments

Solution available now!

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