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Transcript of MES Selection: Best Practices - SESAM Worldsesam-world.com/_pdf/sesam-093/02-MESA.pdf · MES...
MES Selection:Best PracticesSESAM Seminar
Copenhagen, March 31, 2011
Jan SnoeijMESA International – Chair EMEA BoardLogica – Principal Consultant
© Logica 2011
• Next week Thursday and Friday, April 7-8, 2011
• Copenhagen
• Two-days training: Certificate of Awareness
• Still a few seats available!
No. 2
MESA Global Education Program
Feedback from particpants
• "I really enjoyed the course, the chance to network and to be challenged on my thinking. I look forward to your feedback and hopefully, to have the chance to make a contribution to MESA somehow in the future.“
• “Thank you for an illuminating educational programme”
MES Selection: Best Practices
© Logica 2011
Business Drivers for Success
No. 3
© 2010 Gartner, Inc. and/or its Affiliates.
MES Selection: Best Practices
© Logica 2011
What are the best in class doing?
No. 4
Best-in-Class Average Laggards
Process
Standardize processes across the enterprise for optimizing manufacturing operations
64% 37% 30%
Standardize measurements of KPIs across enterprise
68% 58% 51%
Standardize processes for response to adverse events
64% 51% 19%
Copyright © 2008 Aberdeen Group
MES Selection: Best Practices
© Logica 2011
• Lowering consumer brand loyalty
• Increased price pressure
• Regulatory requirements
• General Food Law
• Sarbanes-Oxley
• Sustainability
• Shorter product life cycles
• Product innovation required
• Globalization
• Branding
• Make or buy?
• Where to produce?
Trends and observations
No. 5MES Selection: Best Practices
© Logica 2011
Improve
• Synchronize demand, production and supply
• Need of transparency and visibility
• Streamline production and workflows
• Consistent strategy and policy is required with clear objectives
• Alignment of
• Business processes
• Organization & people
• Tools, including IT
Business
processes
Tools Organization
No. 6MES Selection: Best Practices
© Logica 2011
1. Introduction
2. Overview Selection Process
3. Prerequisites for Selection
4. Create Shortlist
5. Requirements Document
6. Evaluation and Ranking
7. Closing Remarks
No. 7
Agenda
MES Selection: Best Practices
© Logica 2011
• Objectives: acceptance and active participation of all involved
• Convinced of:
• Selection of "sufficiently good" MES product
• Transparency and validity of the selection process itself
Objectives
• Phases
1. Determine shortlist
2. Find the champion!
Long List
Short List
Final Selection
Phase 1
Phase 2
Long List
Short List
Final Selection
Phase 1
Phase 2
No. 8MES Selection: Best Practices
© Logica 2011
Focus
&
Scoping
Knock Out
&
Other Criteria
Get Info
&
Evaluate
OrganizationList
Short
List
Overview
Vendor
Meetings
Final
Evaluation:
Selection
Prepare
Requirements
Document
MES
Product
Phase 1 - Determine shortlist
Phase 2 – Find the Champion!
No. 9
White Paper 11 (2004)
MES Selection: Best Practices
© Logica 2011
1. Introduction
2. Overview Selection Process
3. Prerequisites for Selection
4. Create Shortlist
5. Requirements Document
6. Evaluation and Ranking
7. Closing Remarks
No. 10
Agenda
MES Selection: Best Practices
© Logica 2011
Prerequisites for Selection
What needs to be done before you start selecting any
software?
Or can you start right away?
No. 11MES Selection: Best Practices
© Logica 2011
Control the Change Process
Vision• Build a shared vision to mobilize your organization
• Identify the major opportunities• Develop a sound financial and operational benefits case
Shape• Align your manufacturing and supply chain process, work and information flows and KPI's
• Specify your information landscape and applications
• Evaluate what is the best software to use
• Develop your project portfolio, plan the program execution
Deliver• Motivate, measure and manage your improvement to drive manufacturing excellence
• Satisfy your people’s needs in application utilization
• Safeguard regulatory compliance
Change• Execute and manage software development
• Efficiently test for performance• Make users familiar and ready to adopt
• Roll-out software across your plants and supply chains
No. 12MES Selection: Best Practices
© Logica 2011
You want to improve?
Improvement categories
• Efficiency
• Effectiveness
• Compliance
• Agility
What are the most important aspects you
want to improve?
No. 13MES Selection: Best Practices
© Logica 2011
Value Adding Roadmap
As-Is Architecture
As-Is Architecture
Manufacturing IT requirementsManufacturing IT requirements
ProcessesProcesses
ApplicationsApplications
TechnologyTechnology
OrganizationOrganization
As-Is situationAs-Is
situation
To-Be Architecture
To-Be Architecture
Requirements, issues, prioritiesRequirements, issues, priorities
Manufacturing IT principlesManufacturing IT principles
Business requirements
Business requirements
Business requirements
Manufacturing requirementsManufacturing requirementsManufacturing requirements
Benefits RoadmapBenefits RoadmapBenefits Roadmap
TOGAF ADM
SCOR model
ISA 95 model
No. 14MES Selection: Best Practices
© Logica 2011
Business Function Model
Level 3 Level 4
Supplier
Supplier
Customer
Customer
Purchase MaterialsPurchase Materials PlanningPlanning
DeliveryDelivery
SalesCustomer Services
SalesCustomer Services
Material Management
Material Management
ProduceProduce
Quality Control Quality Control
Maintenance &
Engineering
Maintenance &
Engineering
Invoice
To be sold
Strategic PlanningStrategic Planning
Purchase order info
Specs & Issues
Contracts Product
Specifications
Specifications & Losses
Samples Analyses
Call of
"others"
Tender
Stock
levels
WIP &
Stock
levels
Daily
production
orders +
scheduling
Product Development
Product Development
Raw material
requirements
Others
purchase plan
Contracts
Capacity feedback
Sales orders
Order progress
info
Docs Status Weight
CertificateSamples Analyses
Incidents Planning
Info/status/
invoice
Requirements
Call of & rephasing
Call of
Year contract
Order
info
legend (ISA-95)
No. 15MES Selection: Best Practices
© Logica 2011
• Vision and strategy
• Benefits/business case
• SMART objectives
• Architecture blueprint
• To-be business processes
• Application landscape
• Technology preferences
• Road map (generic)
• Clear scope and focus
• Known risks
Prerequisites for Selection
No. 16MES Selection: Best Practices
© Logica 2011
1. Introduction
2. Overview Selection Process
3. Prerequisites for Selection
4. Create Shortlist
5. Requirements Document
6. Evaluation and Ranking
7. Closing Remarks
No. 17
Agenda
MES Selection: Best Practices
© Logica 2011
Focus
&
Scoping
Knock Out
&
Other Criteria
Get Info
&
Evaluate
OrganizationList
Short
List
Set-up organization
• Involvement– Management
– "Process owners", key users
– IT department
– Technical department, engineering
• Organization– Small steering
committee
– (Bigger) selection
group
No. 18MES Selection: Best Practices
© Logica 2011
Focus
&
Scoping
Knock Out
&
Other Criteria
Get Info
&
Evaluate
OrganizationList
Short
List
Kick-off
• Focus and scope– Company operating policy
– Stay consistent and keep focus at the requirements defined at the beginning
• Prepare kick-off
No. 19MES Selection: Best Practices
© Logica 2011
Invite (representatives of) all involved or affected!
Typical agenda
• Introduction
• Preferably by (higher) management
• Objectives and key success factors
• Organization
• Way of working
• What is expected from the attendees?
• Q&A
Kick-off
No. 20MES Selection: Best Practices
© Logica 2011
Focus
&
Scoping
Knock Out
&
Other Criteria
Get Info
&
Evaluate
OrganizationList
Short
List
Requirements and Specifications
• Knock-out criteria
–Specific
• process, way of working, …
–Unique
– Important/decisive for being successful
–Pure black/white
• whitout this, no acceptance of the product
No. 21MES Selection: Best Practices
© Logica 2011
Requirements and Specifications
• Examples of knock-out criteria (according to end users)
–Proven focus and experience of the vendor
• production typology
• industrial sector
• deployment / roll out
–Availability of support
– Support of
• relevant main functions
• specific processes/activities
– Preconfigured solutions
– Regulatory compliance
– Quality assurance system vendor
No. 22MES Selection: Best Practices
© Logica 2011
Requirements and Specifications
• Knock-out criteria
• Generic/specific processes
• User Requirement Specification (URS)
• Implementation preferences• Big bang or
» Step by step (functionally/by area)
• Single plant implementation or Multi Site roll-out
No. 23MES Selection: Best Practices
© Logica 2011
Production Operations (MES)
• Use Logica’s report
“MES” products may cover the following areas as well, but you may need a best-of-breed solution
Initial List
• Quality Operations (LIMS)
– Sapphire (LabVantage), Simatic IT Unilab (Siemens), Labware LIMS (Labware, Inc.), Sample Manager (Thermo LabSystems), QSYS (IBS AG), …
• Maintenance Operations
– Maximo (IBM), SAP PM (SAP), …
• Inventory Operations (WMS)
– Manhattan Associates Pkms, RedPraire, DLx Warehouse, HighJumpWarehouse Advantage, …
No. 24MES Selection: Best Practices
© Logica 2011
Intermezzo: MES Products 2010
No. 25MES Selection: Best Practices
© Logica 2011
Questionnaire
• Vendor Information
• General Product Information
• Preconfigured Industry Sector Solutions
• Interfaces and Communication
• Implementation and deployment, including multi site roll-outs
• Improvements in current version and in next version
• Support of Manufacturing Operations and MESA's Strategic Initiatives
• ISA-95 Compliance.
• Technical Aspects
• Configurability
• Mobile Solutions
No. 26MES Selection: Best Practices
© Logica 2011
Products per Industry Sector
0%
10%
20%
30%
40%
50%
60%
70%
Fo
od
& B
ev.
Au
tom
otive
Ph
arm
ace
utica
l
Ele
ctr
on
ics
Pla
stics &
Ru
bb
er
Co
ns.P
acke
d G
oo
ds
Ma
ch
ine
ry a
nd
T
oo
ling
Fin
e C
he
mic
als
Se
mic
on
du
cto
rs
Me
dic
al D
evic
es
He
avy M
eta
ls
Pa
pe
r a
nd
Pu
lp
Ae
rosp
ace
&
De
fen
se
Lif
e S
cie
nce
s (o
the
r)
Bu
lk C
he
mic
als
Ho
me
& P
ers
.Ca
re
Utilitie
s &
Pu
blic
Se
cto
r
Pe
tro
ch
em
ica
l
Oil a
nd
Ga
s
Pre
ss &
Pri
ntin
g
Min
ing
Bu
ild
ing
& In
fra
0%
10%
20%
30%
40%
50%
60%
70%
Fo
od
& B
ev.
Au
tom
otive
Ph
arm
ace
utica
l
Ele
ctr
on
ics
Pla
stics &
Ru
bb
er
Co
ns.P
acke
d G
oo
ds
Ma
ch
ine
ry a
nd
T
oo
ling
Fin
e C
he
mic
als
Se
mic
on
du
cto
rs
Me
dic
al D
evic
es
He
avy M
eta
ls
Pa
pe
r a
nd
Pu
lp
Ae
rosp
ace
&
De
fen
se
Lif
e S
cie
nce
s (o
the
r)
Bu
lk C
he
mic
als
Ho
me
& P
ers
.Ca
re
Utilitie
s &
Pu
blic
Se
cto
r
Pe
tro
ch
em
ica
l
Oil a
nd
Ga
s
Pre
ss &
Pri
ntin
g
Min
ing
Bu
ild
ing
& In
fra
No. 27
• Food & Beverage, Automotive, Pharma and Electronics are the most “popular” industry sectors.
MES Selection: Best Practices
© Logica 2011
0
5
10
15
20
SA
P E
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ES
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ctiv
e
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orm
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ntis
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ner M
ES
Clin
icopia
# Focused Sectors per Vendor
Little Focus High Focus
No. 28MES Selection: Best Practices
© Logica 2011
Production & Logistical Typologies
43%
73% 73%
93% 93%
53%
67%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Continuousrocess
Batch / Semi Process
Discrete Make to Stock Make to Order Engineerto Order
Assembleto Order
2002
2005
2008
2009
2010
43%
73% 73%
93% 93%
53%
67%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Continuousrocess
Batch / Semi Process
Discrete Make to Stock Make to Order Engineerto Order
Assembleto Order
2002
2005
2008
2009
2010
No. 29MES Selection: Best Practices
© Logica 2011
MES Products and ISA-95
• Next to supporting production operations management (80%), MES vendors are increasingly focusing at maintenance, quality and inventory operations
• Consider best-of-breed solutions if extensive support for the maintenance, quality or inventory activities is required.
For MES software vendors this provides an opportunity to improve solutions by specific developments or via dedicated partnerships.
• Looking at the support for the eight sets of activities (part 3), activities for Data Collection, Execution and Tracking are best supported.
Business Planning & LogisticsPlant Production Scheduling,
Operational Management, etc
Manufacturing Operations & Control
Dispatching Production, Detailed Production
Scheduling, Reliability Assurance, ...
Batch
Control(S88)
Discrete
Control(SME)
Continuous
Control(PDXI, NAMUR)
Level 4
Level 3
Levels
2, 1, 0
Business Planning & LogisticsPlant Production Scheduling,
Operational Management, etc
Manufacturing Operations & Control
Dispatching Production, Detailed Production
Scheduling, Reliability Assurance, ...
Batch
Control(S88)
Discrete
Control(SME)
Continuous
Control(PDXI, NAMUR)
Level 4
Level 3
Levels
2, 1, 0
No. 30MES Selection: Best Practices
© Logica 2011
1
2
3
4
5
6P
rod
uct Tra
cki
ng
and
Genealo
gy
Reso
urc
e A
llocatio
nand
Sta
tus
Perf
orm
ance
Analy
sis
Do
cum
ent C
ontr
ol
Pro
cess
Manag
em
ent
Data
Cap
turing
and
Acq
uis
itio
n
Qualit
yM
anag
em
ent
Lab
or
Manag
em
ent
Dis
patc
hin
gP
rod
uctio
n U
nits
Lo
gis
tics F
ocused
:TM
S,
WM
S
Co
ntr
ols
:P
LC
, D
CS
80 - 100%
60 - 80%
40 - 60%
20 - 40%
0 - 20%
1
2
3
4
5
6P
rod
uct Tra
cki
ng
and
Genealo
gy
Reso
urc
e A
llocatio
nand
Sta
tus
Perf
orm
ance
Analy
sis
Do
cum
ent C
ontr
ol
Pro
cess
Manag
em
ent
Data
Cap
turing
and
Acq
uis
itio
n
Qualit
yM
anag
em
ent
Lab
or
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em
ent
Dis
patc
hin
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rod
uctio
n U
nits
Lo
gis
tics F
ocused
:TM
S,
WM
S
Co
ntr
ols
:P
LC
, D
CS
80 - 100%
60 - 80%
40 - 60%
20 - 40%
0 - 20%
Support Manufacturing Operations(MESA model)
No. 31MES Selection: Best Practices
© Logica 2011
Mobile Solutions
• Support Mobile Solutions is best for:
• Data Collection / Acquisition, Product Tracking & Genealogy and Quality Management
• Expected growth in 2011 of approx. 8%
• Largest growth expected for Labor Management, Document Management, Product Tracking & Genealogy and Performance Analysis
• Support for mobile platforms and devices is expected to increase further.
• Mainly Windows based!
• Fat mobile clients stabilizing at ≈ 45%
• Thin client support based on proprietary links remains at just under 40%
• Architecture of web based solutions with mobile browser clients is most supported and expected to increase significantly.
No. 32
0%
20%
40%
60%
80%
100%
Pro
duct
Tra
ckin
g a
nd
Gene
alo
gy
Reso
urc
e
Allo
catio
n a
nd
S
tatu
s
Perf
orm
ance
A
naly
sis
Do
cum
ent
Co
ntr
ol
Pro
cess
Manag
em
ent
Data
Co
llecti
on
/ A
cquis
itio
n
Quality
M
anag
em
ent
La
bo
r
Manag
em
ent
Dis
patc
hin
g
Pro
ductio
n
Units
2009
2010
exp.2011
0%
20%
40%
60%
80%
100%
Pro
duct
Tra
ckin
g a
nd
Gene
alo
gy
Reso
urc
e
Allo
catio
n a
nd
S
tatu
s
Perf
orm
ance
A
naly
sis
Do
cum
ent
Co
ntr
ol
Pro
cess
Manag
em
ent
Data
Co
llecti
on
/ A
cquis
itio
n
Quality
M
anag
em
ent
La
bo
r
Manag
em
ent
Dis
patc
hin
g
Pro
ductio
n
Units
2009
2010
exp.2011
MES Selection: Best Practices
© Logica 2011
Internal Quality Assurance
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
ISO or CMM Own Quality System ISO, CMM or Own Certif ied or Assessed Valid Certif icate
2004
2006
2008
2010
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
ISO or CMM Own Quality System ISO, CMM or Own Certif ied or Assessed Valid Certif icate
2004
2006
2008
2010
No. 33
• Valid certificates are still not always available!
MES Selection: Best Practices
© Logica 2011
Regulatory
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
DeployedFDA
DevelopedGAMP
21 CFR Part 11 Compliant
ValidationDossier
2002
2004
2006
2008
2010
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
DeployedFDA
DevelopedGAMP
21 CFR Part 11 Compliant
ValidationDossier
2002
2004
2006
2008
2010
No. 34
• Consistent with the number of vendors focusing at regulated industries!
MES Selection: Best Practices
© Logica 2011
Technology
• Microsoft still is the dominant technology with almost all products supporting it (XML and dotNET)
• The increase of the application of J2EE seems to slow down (≈ 55%).
• SQL Server (95%) and Oracle (83%) are databases of choice.
• Support for Linux seems to stabilize now
– On server systems: ≈ 52% – On client systems: ≈ 35%
Option for customers seeking an open solution,
but it will cut out still quite a few products
No. 35MES Selection: Best Practices
© Logica 2011
Service Oriented Architecture (SOA)
• Application of SOA increasing
• 2007: 46%
• 2008: 67%
• 2009: 79%
• 2010: 90%
Many vendors are investing in this new architecture or technology.
• SOA components increasingly applicable
• Apply from others: 81%
• Applied by others: 78%
• Unambiguous application/interpretation of standards and definitions is required
• This may take a while!
No. 36MES Selection: Best Practices
© Logica 2011
Multi Site Roll-Out
55 vendors (92%)
• Product is well-suited for multi-site roll-out
• Only 31 provided more information!
0%
10%
20%
30%
40%
50%
<20% 21-40% 41-60% 61-80% >80%
Avg. cost last two (%) Avg throuput time last two (%)
No. 37MES Selection: Best Practices
© Logica 2011
Focus
&
Scoping
Knock Out
&
Other Criteria
Get Info
&
Evaluate
OrganizationList
Short
List
Create an initial list
Gather information
• Conferences, seminars, fairs
• Literature
• MESA, other associations and market organizations
• Colleagues
• Internet, social networks, …
• Report "MES Product Survey"
38
Create Shortlist
MES Selection: Best Practices
© Logica 2011
Example Evaluation Sheet
Supplier / product Batch/S
emi P
rocess
Discr
ete M
anufa
cturin
g
Mak
e-to-O
rder
Make-to
-Sto
ck
Food and B
everage
Consum
er Pack
aged Goods (
non food)
Data C
ollectio
n/Acquisi
tion
Resourc
e Allo
catio
n and S
tatu
s
Dispa
tchin
g Pro
ductio
n Units
Qualit
y Managem
ent
Perform
ance Analy
sis
Main
tenance
Managem
ent
Product
Tra
ckin
g and G
enealogy
Helpdesk
in E
urope
Inte
rface
our E
RP syst
em
SQL
Server
OPC
Count
Remarks
Product A 6 5 5 5 Y Y 6 6 6 6 6 5 6 Y Y Y Y 17
Produc B 6 5 6 6 Y Y 6 6 6 6 6 6 Y Y Y Y 16 Main focus at continuous
Product C 5 5 6 6 Y Y 6 6 6 6 6 5 5 Y Y Y 16
Product D 5 6 6 6 Y* Y* 6 6 6 6 6 5 6 Y Y Y 16 No projects in F&B; geography?
Product E 6 6 5 Y Y 6 6 6 5 6 5 6 Y Y Y Y 16 No batch/semi process
Product F 6 6 6 6 Y Y 6 6 6 6 6 6 Y Y Y Y 16 Veel te zwaar en te groot!
Product G 6 6 6 6 Y Y 6 6 6 5 6 6 Y Y Y Y 16
Product H 5 6 6 6 Y Y 6 6 6 6 6 6 6 Y Y 15
Product I 5 6 6 6 Y Y 6 6 6 5 6 6 Y Y Y 15
Product J 6 6 6 Y Y 6 6 6 6 6 6 6 Y Y Y 15
Product K 6 6 6 6 6 6 5 5 6 5 6 Y Y Y Y 15
Product L 5 6 6 Y Y 5 6 6 6 5 5 6 Y Y Y 15 No Make to Stock?
Product M 6 6 6 6 Y Y 6 6 6 6 6 Y Y Y Y 15 Vooral in complexe omgevingen
Product N 6 6 6 6 6 6 6 6 6 6 6 Y Y Y 14 Focus at other industries
Product O 6 5 5 6 6 6 5 6 6 6 5 Y Y Y 14 Focus at other industries
Product P 6 5 5 Y Y 5 5 5 6 5 5 6 Y Y 14
No. 39MES Selection: Best Practices
© Logica 2011
OK, first milestone achived!
What next?
Shortlist Created!
No. 40
• Contact the candidates on the shortlist:
– Tell them that they are shortlisted
– Explain (next steps in) the selection process
– Ask them if they are willing and able to comply to the time schedule
MES Selection: Best Practices
© Logica 2011
1. Introduction
2. Overview Selection Process
3. Prerequisites for Selection
4. Create Shortlist
5. Requirements Document
6. Evaluation and Ranking
7. Closing Remarks
No. 41
Agenda
MES Selection: Best Practices
© Logica 2011
Vendor
Meetings
Final
Evaluation:
Selection
Prepare
Requirements
Document
MES
Product
Requirements Document
• Requirements document (RFP)
– Objectives for MES implementation
– Business processes within scope
– Required functionality
– Interfaces with other systems
– Few relevant (open) questions
– Specific test case (small)
How does the
vendor commit to
your success!
No. 42MES Selection: Best Practices
© Logica 2011
Required Functionality (ISA-95)
Production
management
Productionresource
management
Production
capability
ProductionProductionperformance
analysis
Production level 1-2 functions
management
Product
definitionmanagement
Product
definition
Production
management
Production
executionmanagement
Production
dispatching
scheduling
Detailedproductionscheduling
Production
schedule
Production
collection
Production
datacollection
Production
tracking
Production
performance
Equipment and processspecific production rules
Operational commands
Operationalresponses
Equipment and processspecific data
Activity models:
• Production
• Maintenance
• Quality
• Inventory
• Other
No. 43MES Selection: Best Practices
© Logica 2011
ISA-95 Activities as Checklist
Comments Current system(s)
a Directing the performance of work, including executing the work order and
initiating Level 2 activities.
b Ensuring that the correct resources (equipment, materials, and personnel)
are used in production.
c Confirming that the work is performed according to the accepted quality
standards. This may involve receiving information from quality activities.
d Ensuring that resources are valid for the assigned tasks.Example: This may be ensuring that equipment sterilization status is correct for the
assigned operation (e.g. a vessel is “Clean” before use in production);
Example 2: Equipment certif ications are current, personnel qualifications are up to date,
and materials are released for use.
Production Execution
REMARKS:
Activity
Productionexecution
Production
dispatching
Level 1-2
functions
Productiondata
collection
Dispatch
list
Production
events
Production
information
Product
definition
management
Product production
rules and detailed
production routing
Operational
responsesOperational
commands
Productionexecution
Production
dispatching
Level 1-2
functions
Productiondata
collection
Dispatch
list
Production
events
Production
information
Product
definition
management
Product production
rules and detailed
production routing
Operational
responsesOperational
commands
Production
execution
Production
dispatching
Level 1-2
functions
Production
data
collection
Dispatch list
Production events
Production information
Product
definition
management
Product production rules and detailed production routing
Operational responses
Operational
commands
Production
execution
Production
dispatching
Level 1-2
functions
Production
data
collection
Dispatch list
Production events
Production information
Product
definition
management
Product production rules and detailed production routing
Operational responses
Operational
commands
No. 44MES Selection: Best Practices
© Logica 2011
• How does the vendor propose to support your business processes with his product in order to achieve the objectives?
• What methodology does the vendor use for executing the project successfully?
• What software modules does the vendor propose to use? What infrastructure and hardware will be needed? How will the interfaces with other systems be realized?
• What is a realistic plan and are there specific issues to take into account, e.g. availability of manufacturer’s employees?
• What are the cost estimates for the implementation with (at least) a breakdown of hardware, software licenses and services?
• What is the vendor’s vision and policy towards future developments, both functionally and technically?
45
"Open" Questions
MES Selection: Best Practices
© Logica 2011
1 INTRODUCTION
1.1 Objectives
1.2 Background and scope
1.3 Selection procedure
1.4 Current status
1.5 Request to the vendor
2 REQUIREMENTS
2.1 Production process
2.2 Overview Processes
2.3 Functional requirements
2.4 Technical requirements
2.5 List of aspects to be demonstrated
2.6 Test case / small proof of concept
3 QUESTIONS
Document Content (example)
No. 46MES Selection: Best Practices
© Logica 2011
• To check the capability of supporting specific processes or very specific and important issues
• Limit the case to the essentials for which it is expected that the product might not be able to support them properly.
• Check:
• How has the case been realized? Take a look under the hood!
• What part was standard functionality, what part could be configured,
• What part was customized?
• If some programming has been done: what is its technical quality?
• How much time was needed?
• Next to the proof of the capability to support the defined functionality, information can be obtained about the amount of customization and the time needed for it.
Test case / Proof of concept
No. 47MES Selection: Best Practices
© Logica 2011
Analysis and Evaluation
At this point in time, this is limited to:
• Written response to the Requirements Document (RFP)
– Quality and fit of the content (answers)
• All other contacts with the solution provider:
– Any questions asked? • Quality and quantity!
• Well prepared and well thought through?
• Do the questions reflect the solution providers experience in your sector / operations?
• Are they taking the selection process seriously enough?
– Timely, adequate response?
• Any open issues, questions, … have to be discussed during the meeting with the solution provider
• Send them specific instructions what and how you want to hear/see!
No. 48MES Selection: Best Practices
© Logica 2011
Solution Provider Meetings
Vendor
Meetings
Final
Evaluation:
Selection
Prepare
Requirements
Document
MES
Product
• Meeting with Solution Provider
–Does the solution provider understand your needs?
–Do you understand what he is exactly offering?
–Is the solution provider capable to implement succesfully?
–Viability of the partnership
• vision, cooperation, financial
–Roles and responsibilities
–Who is involved directly - organizations and individuals
–Reference visits
No. 49MES Selection: Best Practices
© Logica 2011
• Welcome by host
• Introduction of the solution provider• Max 5 minutes! You know them already quite well!
• Presentation about the MES product
• Demonstration of the MES product
• Real software (no slideware)
• Demonstration of the test case (if applicable)
• Questions & Answers• From both parties
• Close
Agenda of the Meetings*
* Meetings are typically between 4 and 8 hours
No. 50MES Selection: Best Practices
© Logica 2011
• References in the same or comparable types of industry may deliver very valuable information.
• A reference visit provides the opportunity to:
• Verify the estimated time and cost of the implementation
• Assess the reliability and the co-operation of the solution provider (vendor and/or the system integrator)
• See the MES software in real life and the performance of it
• Assess the after sales support by the vendor
Reference Visits
No. 51MES Selection: Best Practices
© Logica 2011
1. Introduction
2. Overview Selection Process
3. Prerequisites for Selection
4. Create Shortlist
5. Requirements Document
6. Evaluation and Ranking
7. Closing Remarks
No. 52
Agenda
MES Selection: Best Practices
© Logica 2011
Vendor
Meetings
Final
Evaluation:
Selection
Prepare
Requirements
Document
MES
Product
Find the Champion!
• Final choice (ranking)
–Functional:
• Does the MES product fit to demands?
–Technical:• Sufficiently reliable
• Fit to your company's strategy and policies
–Financial
–Cultural
–Are you convinced you will be successful together?
No. 53MES Selection: Best Practices
© Logica 2011
Find the Champion!
• Working Group proposal:
– One or more candidates in specific sequence
– Specify and quantify the differences between the accepted candidates
• Steering Group approves proposal
Are we ready now?Can purchasing buy the software and can we start implementing?
No. 54MES Selection: Best Practices
© Logica 2011
• Maybe, you can buy the software licenses (only).
• Before starting the implementation, Functional and Design Specifications are needed
• For a contract with an (external) party to execute the implementation or roll-out project, these specifications are required as well.
Handover to Purchasing
No. 55MES Selection: Best Practices
© Logica 2011
1. Introduction
2. Overview Selection Process
3. Prerequisites for Selection
4. Create Shortlist
5. Requirements Document
6. Evaluation and Ranking
7. Closing Remarks
No. 56
Agenda
MES Selection: Best Practices
© Logica 2011
• Before starting a MES Product selection:
• Build a shared vision to mobilize your organization
• Identify the improvement potential
• Define SMART objectives
• Align • Business and manufacturing processes
• Organization and people
• Applications, data and technical infrastructure
Closing Remarks
No. 57MES Selection: Best Practices
© Logica 2011
• MES buyers now have more choice and can be more selective
• Next to production operations, MES vendors are increasingly focusing at maintenance, quality and inventory operations
• Best-of-breed solutions may be needed
Closing Remarks (2)
No. 58
• Technology is not a restricting factor anymore (in nearly all cases)
• People are making the difference!
MES Selection: Best Practices
© Logica 2011
Want to know more …
Ask now or later:
www.mesa.org
No. 59MES Selection: Best Practices