Archive for January, 2010

Data Management: What to Consider in Tracking Change in Information

Monday, January 25th, 2010

Our work encompasses a large number of spare part records, each part records flows through our data management and verification process. A large number of spare parts could be as many 250,000 to 300,000 records references to as many as 10,000 pieces of equipment for just one program. As you can imagine tracking each part record is a challenge and the complexity of maintaining data change history for your business should be evaluated when considering a PIM software deployment.

The requirements for our clients business requires the complete documentation of spare part record change history including: Spare parts list submitted by, equipment used on, location of equipment, verification and data enrichment including who verified, change in information, when, etc. Why is this information important?

1. Spare Parts List – The supplier submitted spare parts list should be made a mandatory requirement for equipment design and build. In order to support a maintenance organization all suppliers should submit a full bill of material with recommended spare parts identified for the equipment they plan to deliver. The supplier requirement should include the original manufacturer for each spare part. Additional information tracked should include who submitted, file name, equipment name, equipment warranty, terms of warranty, when submitted and all contact information.

2. Use on Equipment – each spare parts list should include equipment part or model number, standardized name and a category of equipment. The standardized naming conventions are extremely beneficial for multi-facility maintenance use and will support common tasking procedures.

3. Location of Equipment – this information is essential for the export to a CMS maintenance system enabling spare parts to be set up for maintenance, work orders created and tracked and asset management.

4. Verification – is essential for accuracy of data quality. The verification process of a spare part is sometimes a true investigation. We receive data with suppliers listed as the manufacturer, partial part numbers, conflicting descriptions, incomplete descriptions, etc. Each data element change should be documented with when changed, who revised, what was changed and why.

5. Data Enrichment – What does the full enterprise (purchasing, engineering or maintenance) need to support the business activity? A spare part record should be touched 1 time and all information required should be included at the time the record is set up. Data Enrichment will include a reference to a class (category), required attributes to describe the part supporting the technical long description, estimated price, ECCN (Export Compliance Classification Number), UNSPSC® (United Nations Standard Products and Services Code®), lead time, warranty, terms of warranty, tasking information, etc.

In order to implement an accountable data governance program and useable data structure, a well planned data mapping should be documented for legacy systems of the enterprise. A complete data governance program will enable new efficiencies for data processing and the management of improved business processes such as parts sharing, identifying critical spares, strategic spare parts purchasing, and warehousing.

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New Data Management System Implementation Common Sense

Friday, January 8th, 2010

With the ever increasing emphasis on finding ways to reduce cost, one of the clear targets is IT and more specifically data management systems. On the surface it can seem like there is real fat to trim, and many times this is true. But it is easy to become lost in the details and eliminate or negate some of the potential savings. Some of these ideas may seem obvious but are often forgotten. The evidence is clear with missed timing and over budget issues seen.

If we’re talking about a large company then inevitably with this new system comes the monolith project with whole organizations of people and processes, projects and documentation. The compulsion is to be sure that everyone, everywhere who has any relationship to it has their input and their needs accounted for. Along the way, the cost of implementation and other peripheral indirect costs have likely negated a great deal of at least any short term savings. Not to mention the potential increase in continuous maintenance costs and loss in performance. These are a few things I’ve learned from experience and I welcome yours.

Always have a specific objective when planning for development or evaluating software to purchase that overrides all others. Start with something like a mission statement, “We need this new system for….”

Determine the Real Needs. Try to separate the “must haves” from the “nice to haves”. Bells and whistles are great but there needs to be a true benefit. Seek a balance between development time, software performance, hardware performance and user experience. I always try to put special emphasis on the user group which stands to benefit the most. Having many users who can do their job faster and more efficiently can add up to real savings versus the few users who have a special need which bogs down the project and performance.

Change is inevitable. If some requests for additional features come along, evaluate them against the mission objective. There is nothing wrong with listening and investigating ideas for project add-ons as long as the benefits outweigh the costs in time and money, but there needs to be a limit or you’ll never complete the project. Good ideas can always be implemented later if it makes sense then you’ll have the benefit of the research already done, but be quick with the research. Evaluate the impact for doing it now or waiting. Here are some good questions to start with: 1) How much more money?  2) Would this be faster/cheaper for programming to do it now versus waiting and doing a more complicated enhancement?  3) Is the impact to the users great enough to warrant it?

Know the roles. Good ideas can come from anyone. Every project must have a project champion who makes the final decisions (and live with them) and also eliminate roadblocks. You need a user advocate who has done the job and knows what it takes. Have programmers who possess both talent and vision, not just code crunchers, and listen to them.

Have good documentation, and “Good” is subject to interpretation. This is another area where the KISS principle is very often not utilized. If you have to hire ten people to sit in meetings just to maintain your documentation you’ve probably overcomplicated it and certainly increased your project cost. I try to start with these principles:

  1. Document the people on the project and their responsibilities. Let there be no question as to who does what.
  2. Everyone who has a job to do needs to understand what they need to do and have the documentation to reference.
  3. Keep the language simple. Focus on getting the point across. If it takes a rocket scientist to understand it you’ve failed.
  4. Of course, document the issues, decisions made, by whom etc. but be sensible. Document enough to cover for the “he said/she said” but content is most important. No bonus points for flash.
  5. Know who is supposed to have what done and when. Another obvious one here but I see too often where target dates are determined top down with little or no thought to cost or the tasks. Don’t let the tail wag the dog. Pushing hard to get the job done is fine but be realistic. Listen to the people who know before making bold predictions.