CSM 6.1 Functional Overview. Product Overview Product Capabilities BR Planning Summary Contents.

CSM 6.1 Functional Overview

CSM 6.1 Functional Overview

Product Overview

Product Capabilities

BR Planning

Summary

ContentsContents

Application StrategyCSM Foundation

Application StrategyCSM Foundation

True Staircase – Foundation Implements Learned Best Practices Manages Common Asset Data Model

Items Manufacturer, Supplier, Internal Kits/Accessories Bills of material

Organizations Manufacturers, Suppliers, Internal

Qualifications Qualified Org, category or item Approved Manufacturers (AML) Approved Suppliers (ASL)

Pricing Preference

Provides Process Management for Enterprise Sourcing Master Data

Negotiate

Strategic Sourcing

Product Sourcing

Procurement

Foundation Strategic Decision Analytics

Supplier Interaction

refresh

Contract Mgmt

CIS

Catalog Mgmt(CSM)

Allocation Optimizer

Award Optimizer

ContentExchange

Negotiate

Strategic Sourcing

Product Sourcing

Procurement

Foundation Strategic Decision Analytics

Supplier Interaction

refresh

Contract Mgmt

CIS

Catalog Mgmt(CSM)

Catalog Mgmt(CSM)

Allocation Optimizer

Award Optimizer

ContentExchange

Negotiate

CSM

ProductSourcing

Strategic Sourcing

Contract Mgmt

Pro

cu

rem

en

t

Business ChallengesThe Case for CSM

Business ChallengesThe Case for CSM

Toxic Data Inhibits Valid Sourcing Analysis And Execution Bad item/commodity data leads to incomplete or incorrect spend and forecast analysis

Multiple part numbering schemes Duplicate items result in higher documentation, QA and inventory costs

Inaccurate supplier and manufacturer data results in inaccurate spend and demand analyses as well as sub-optimal negotiations

Sourcing Strategy Disconnected From Engineering And Operations Item and supplier / manufacturer preferences need to drive selections Contract compliance is critical to negotiation leverage

Design Cost and Risk Item re-use must focus spend on preferred partners to increase leverage & decrease

cost Obsolete and diminishing source items must be eliminated from new designs Timely updates to item lifecycle data is necessary for early intervention

Next Section

For organizations struggling with complex sourcing data environments as a result of rapid growth or acquisition of heterogeneous legacy systems

Unlike ERP, PDM and other SRM vendor’s products, i2 CSM offers an industry-unique set of services, data model and workflow capabilities for creating and managing key master data

By cleansing, rationalizing and cross-referencing an organization’s critical sourcing foundation data, CSM drives re-use of preferred items and suppliers, reduces design cost and risk and results in hard dollar savings

Next Section

i2 SRM CSMValue Proposition


Next Section

Cleansed, cross-referenced data is

critical to valid sourcing analyses and execution

Establish Enterprise

Sourcing Master

Reinforce Sourcing Strategy

Maintain Relevance - Drive Reuse

Keeping legacy system data current and serving as the design / sourcing process “lingua franca”

Engineering guided by Sourcing ensures use of

preferred sources of supply, lowering costs

Engineering and Sourcing perennially at odds?

Item

Org

BOM

ASL AML

ERP-2

ERP-1

PLM-2

CAD-1

Item

Org

BOM

ASL AML



1Cleanse

Data

2Cross-reference

Data

3Establish

Workflows

Item123AItm123AItem123AB

Item123

MPN123MPN123F

SPN123

ITEM123 Request

Purchasing

Comp Engr

Done

4Search and Evaluate

Based on item characteristics

Based on item category

Based on fuzzy text matching

Based on schema drill-down

5Act

• Add to Design• Target for Re-bidding• Phase Out• Raise Preference• Advise Heritage Systems• Alert Commodity Mgmt

i2 SRM CSMUse Models At A Glance

i2 SRM CSMUse Models At A Glance

Next Section

Product Overview


BR Planning

Summary

ContentsContents

Next Section

i2 CSM 6.1 CSM 6.1 Is Available In Three Flavors

i2 CSM 6.1 CSM 6.1 Is Available In Three Flavors

Searching For Items And Companies Smart textual search, parametric search, category search

Alternate items, accessories, lists

Guide users to preferred items, manufacturers, suppliers

Managing Item And Company Catalogs Manufacturer items, supplier items, internal items

Approved Manufacturers

Approved Suppliers

Establishing Best Practices Workflows Avoid duplicate items

Ensure proper linkage to related data

i2 Negotiate Capabilities i2 Negotiate Capabilities

Next Section

Thin Client / Web ArchitectureThin Client / Web Architecture

InternationalizationInternationalization

Currency / UOM ConversionCurrency / UOM Conversion

Supplier Scorecard ViewingSupplier Scorecard Viewing

Multiple Time Periods, Dates, ShipMultiple Time Periods, Dates, Ship--ToTo

Quote RepositoryQuote Repository

Quote Templates, Custom ParametersQuote Templates, Custom Parameters

MultiMulti--Round NegotiationRound Negotiation

Supplier Web PortalSupplier Web Portal

Approval WorkflowsApproval Workflows

RFQ Types SupportedRFQ Types Supported

•• Complex Commodity RFQComplex Commodity RFQ

•• BOM RFQBOM RFQ

•• Custom Item RFQCustom Item RFQ

•• Catalog Item RFQCatalog Item RFQ

MultiMulti--User RFxUser RFx

ContractContract--RFQ IntegrationRFQ Integration

RFQ / Procurement IntegrationRFQ / Procurement Integration

Auctions (separately priced)Auctions (separately priced)

RFI / RFPRFI / RFP


Next Section




















RFI / RFPRFI / RFP

CSM – Discovery

CSM – Full

+

CSM – Workflow

+

i2 CSM 6.1 CSM 6.1 vs. DKM 5.2.2 / 6.01

i2 CSM 6.1 CSM 6.1 vs. DKM 5.2.2 / 6.01


Next Section




















RFI / RFPRFI / RFP


Next Section




















RFI / RFPRFI / RFP

What Has Not Changed?

Basic Discovery UI layout and use model approach

Search / results / submit

Lists

What Has Changed?

Introduction of a Common SRM home page

Object creation, duplication, editing capability

Data relationship management (ASL, AML, alternates, etc.)

Data model enhancements

CDM / DKM 5.2.2/6.0.1 to CSM 6.1 migration scripts are under development


Next Section




















RFI / RFPRFI / RFP


Next Section




















RFI / RFPRFI / RFP

i2 SRM CSMSRM 6.1 Data Model Enhancements

i2 SRM CSMSRM 6.1 Data Model Enhancements

New Capabilities Enabled By Enhancements

Ability to negotiate or contract at both item and commodity levels

Ability to construct a BOM with IPNs, MPNs or SPNs

Ability to specify AML and ASL at organization, commodity or item levels

Ability to capture and analyze the data that reveals total cost of ownership total cost of ownership (TCOO) including:

Breakdown and sub-totaling of elements of purchase cost (MLOP) Additional per item costs (freight, tax, duty, etc.)

Ability to manage sourcing projects level (either product or commodity based)

Completely rationalization for all SRM applications

i2 CSM Capabilities i2 CSM Capabilities

Next Section

Search MethodsSearch Methods• Home Page Smart Text SearchHome Page Smart Text Search

• Item Parametric SearchItem Parametric Search

• Category Hierarchy SearchCategory Hierarchy Search

• Saved Searched & ShortcutsSaved Searched & Shortcuts

Search MethodsSearch Methods• Home Page Smart Text SearchHome Page Smart Text Search

• Item Parametric SearchItem Parametric Search

• Category Hierarchy SearchCategory Hierarchy Search

• Saved Searched & ShortcutsSaved Searched & Shortcuts

Item Catalog ManagementItem Catalog Management

• Manufacturer ItemsManufacturer Items

• Supplier ItemsSupplier Items

• Internal ItemsInternal Items

• Classification Schema & Parametric DataClassification Schema & Parametric Data

Item Catalog ManagementItem Catalog Management

• Manufacturer ItemsManufacturer Items

• Supplier ItemsSupplier Items

• Internal ItemsInternal Items

• Classification Schema & Parametric DataClassification Schema & Parametric Data

Organization Catalog ManagementOrganization Catalog Management

• ManufacturersManufacturers

• Suppliers Suppliers

• InternalInternal

• Company Hierarchy, Addresses, ContactsCompany Hierarchy, Addresses, Contacts

Organization Catalog ManagementOrganization Catalog Management

• ManufacturersManufacturers

• Suppliers Suppliers

• InternalInternal

• Company Hierarchy, Addresses, ContactsCompany Hierarchy, Addresses, Contacts

Alternate Items / ACE RulesAlternate Items / ACE RulesAlternate Items / ACE RulesAlternate Items / ACE Rules

AML / ASL ManagementAML / ASL ManagementAML / ASL ManagementAML / ASL Management

Advanced Pricing MethodsAdvanced Pricing MethodsAdvanced Pricing MethodsAdvanced Pricing Methods

List ManagementList ManagementList ManagementList Management

Currency NormalizationCurrency NormalizationCurrency NormalizationCurrency Normalization

Customizable WorkflowsCustomizable WorkflowsCustomizable WorkflowsCustomizable Workflows

Integration To External SystemsIntegration To External SystemsIntegration To External SystemsIntegration To External Systems

Dynamic PreferencesDynamic PreferencesDynamic PreferencesDynamic Preferences

Component Lifecycle ManagementComponent Lifecycle ManagementComponent Lifecycle ManagementComponent Lifecycle Management

ArchitectureArchitectureArchitectureArchitecture

i2 CSM 6.1SRM Home Page

i2 CSM 6.1SRM Home Page

i2 CSM 6.1 Smart Text Search

i2 CSM 6.1 Smart Text Search

Back

i2 CSM 6.1 Category Hierarchy Search

i2 CSM 6.1 Category Hierarchy Search

i2 CSM 6.1 Item Details – Specification

i2 CSM 6.1 Item Details – Specification

i2 CSM 6.1 Item Details – Supplier Items

i2 CSM 6.1 Item Details – Supplier Items

i2 CSM 6.1 Item Details – Internal Items

i2 CSM 6.1 Item Details – Internal Items

i2 CSM 6.1 Item Details – Notes

i2 CSM 6.1 Item Details – Notes

i2 CSM 6.1 Item Details – Components

i2 CSM 6.1 Item Details – Components

i2 CSM 6.1 Item Details – Where-Used

i2 CSM 6.1 Item Details – Where-Used

i2 CSM 6.1 Item Details – Alternate Items

i2 CSM 6.1 Item Details – Alternate Items

i2 CSM 6.1 Item Details – Attachments

i2 CSM 6.1 Item Details – Attachments

i2 CSM 6.1 Item Classification Schemas

i2 CSM 6.1 Item Classification Schemas

i2 CSM 6.1 Organization Data Management

i2 CSM 6.1 Organization Data Management

i2 CSM 6.1 Advanced Pricing Methods

i2 CSM 6.1 Advanced Pricing Methods

i2 CSM 6.1 List Management

i2 CSM 6.1 List Management

List Management

i2 CSM 6.1 Architecture

i2 CSM 6.1 Architecture

Staging ReferenceData

DataRepository &Transaction Data

HTML Presentation Layer (UI) HTML Presentation Layer (UI)

Security

Common Service LayerCommon Service Layer

CommonAdministration

Services

CommonAdministration

Services

API’sAPI’sAPI’sAPI’s

Database Server Database Server

Common Business Object Layer (EJB)Common Business Object Layer (EJB)

XML/XSLJSP/CSS

ETL,Bulk Data Transfer

Enterprise Messaging

i2 Common Integration Services

Explore Integration Services

SRM Integration Infrastructure

Report Engine

Report Engine

Common Services Common Services

Workflow Engine

Workflow Engine

Explore ServerExplore Server

Explore 6.1 Architecture Technology

Explore 6.1 Architecture Technology

Transaction

Engine

EJB

Container

Web

Application

Container

Commercial Application Server

Explore

Engine

DB

JDBCJDBC

Workflow

Engine **

JDBC

servlet servlet

Browser

XML/XSLTExcalibur

XDAPI

Web

Server Tier

Java

Application

ClientXD

AP

I

Common

Service

Applications

XD

AP

I

Explore

Services Report

ServerXD

AP

I

JSP

API & XDAPI

Str

ateg

ic

So

urc

ing

CS

M

Neg

oti

ate

Pro

du

ct

So

urc

ing

servlet

Report Srv

**Workflow Engine can be deployed within EJB Container or in its own container

i2 CSM 6.1 Item Lifecycle Management


Back

Military Electronics

CommercialElectronics

ElectronicsLifecycle

ElectronicsLifecycleCustom

CustomerData

MarketDriversMarketDrivers

ManufacturerData

ManufacturerData

GIDEP, DMSGIDEP, DMS

!!ALERTS!ALERTS!

Central ServerCentral Server

ElectronicsLifecycle

Military Electronics

CommercialElectronics

Yorba LindaYorba Linda

Predictions• Lifecycle Stage• Years to

Obsolescence

Discontinuances• Last Time Buy• Last Time Delivery• Product Roadmaps• Failure Alerts

After Market Providers

After Market Providers

SemicoSemico

Content Solution

Back

Manufacturer Item Number

VIPElectronics

VIPMilitary

VIPLifecycleManagement•Lifecycle Stage•Availability (YTEOL)•Last Time Buy Date•Last Time Delivery Date•LC Information Source

Internal ItemAlerts are filtered to send notices only on parts actually used



i2 CSM 6.1 Configurable & Customizable Workflows


Back

Provides High-function “Client” With HTML System Management Benefits

GUI based template designer

Branching, Looping, Parallelism

Synchronous and Asynchronous Notifications

Advanced Rule engine

Highly Configurable State Machine

Open Standards Based API

Comprehensive Workflow Manager Allows Business Managers To:

Monitor: know who is doing what, when and what information is involved

Analyze: query business process data and define reports

Improve: execution of processes via dynamically collected metrics

Control : business processes: be proactive in responding to changes in business conditions



Back

Out of the Box Standard Templates

New part introduction

Part change requests

Preferred part requests

New supplier introduction

Preferred supplier request

Customer specific bus. process

i2 CSM 6.1 Dynamic Preference Management


Back

Dynamic preference engine based application of business rules and evaluation criteria to candidate items

Encode complex business rules without writing any code using standard scripting

Expressions can be functions of parameters of Items or any objects relating to an item

Use expressions to drive preferential color coding of parts and suppliers

Expressions are inherited and can be nested

Data change or external event based dynamic update

Configurable business rules (expression engine)

Business rule inheritance or override by part class

Product Overview


BR Planning

Summary

ContentsContents

Suggested BR StrategyKey Points

Suggested BR StrategyKey Points

Contents

Basic Data Item Hierarchy Items: Internal, manufacturer, supplier Organizations: Internal, manufacturers, suppliers

Build Cross-reference Data ASL AML Alternates

Additional Foundation Data Pricing Availability Notes & Attachments

Product Overview


BR Planning

Summary

ContentsContents

i2 CSM DifferentiatorsWhy i2?

i2 CSM DifferentiatorsWhy i2?

Industry-Unique Sourcing Data Model Cleansed item, supplier and manufacturer data Powerful cross-referencing capabilities to accurately model complex relationships Data supports advanced pricing and cost analyses

Powerful Search Capabilities Deep parametric search. Extensive out-of-the-box classification schema Category and text searches Dynamic item preferences guide selections Rule-based alternate item selection

Best Practices Workflows Ensure ongoing data cleanliness

Duplicate Item Analysis Component Lifecycle Management

Contents

i2 CSM Solution StrategySummary

i2 CSM Solution StrategySummary

Contents

CSM Drives Hard Costs Savings Cleansed sourcing foundation data is a prerequisite to accurate spend & demand

analysis and execution Aggregation allows for improved negotiation pricing leverage Item preferences drive execution of the sourcing strategy by guiding designers and

operations users to preferred items and suppliers

CSM Enables Cost Avoidance Eliminating duplicate items saves component engineering, documentation and

inventory costs Timely component lifecycle management reduces design rework and obsolescence

costs

i2 SRM Suite Fully Leverages CSM-Maintained Foundation Data

Thank you!

i2 CSMi2 CSM

Contents

CSM 6.1 Functional Overview. Product Overview Product Capabilities BR Planning Summary Contents.

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