Teamcenter In A Box (TCIB) Tano Maenza, PLM PMO, Emerson Bob Christenson, PLM COE Lead, Emerson

1. Teamcenter In A Box (TCIB)Tano Maenza, PLM PMO, EmersonBob Christenson, PLM COE Lead, Emerson 1

2. Agenda • Emerson Overview • Teamcenter-In-A-Box – What is it? • TCIB – Implementation Phases • TCIB – Readiness • Tips for Success

3. Diversified global manufacturing and technology company serving industrial, commercial, and consumer markets around the world Emerson: Company Profile • Publicly traded (NYSE: EMR) • Headquarters in St. Louis, MO (USA) • Recognized for outstanding management processand record of consistent long-term performance • Manufacturing and/or sales presence in more than 150 countries • Founded in 1890 – in business for 117 years St. Louis, MO Headquarters

4. 2006 Emerson Summary 2006 Sales by Segment 2006 Sales $20.1B Employees 137K Appliance & Tools Process Management Industrial Consumer Climate Technologies Industrial Automation Network Power Electronics Locations 2006 Sales by Geography ROW Asia United States Europe

5. Emerson Brands $20.1 Billion in revenues with over 60 divisions

6. The Solution – TCIB (TeamCenter-In-a-Box) Rapid Deployment Model Fixed scope and cost by type of business Extensive training materials, documentation Centralized Hosting and Application Support Solution hosted, managed, supported by IT Shared Services Highly leveraged support model Minimizes overall Application support costs Pre-packaged TeamCenter solution Standard core business processes Includes Emerson standards PLM Center of Excellence compliant Fully patched and tested Scripted Deployment Incremental delivery Intellectual asset intensive Proven, consistent delivery Simplifying business process Industry leading practices 6

7. Base Offering Teamcenter Remote Access Thin or Thick Client Document Management Files (Office , CAD) Management Common Shared Repository Check In/Out, Versioning CAD Data Management Integration of CAD tools View / Edit MCAD – Pro-E, Solid Edge, etc. Process / Workflow Control Common Emerson Workflows Basic CAD Management Workflow Division-Specific Workflow Data Modeling PLM COE Level I Data Model Identifying the Item Types, Forms, etc Identifying attributes to be stored Security Users / Groups / Role Based Access Organization Structure TCIB Functionality Options • Multi-Site • Data Sharing (Publish/Replication) • Remote Data Search • Shared Engineering Centers Data Replication 7

8. TCIB Service Options • The use of standard development and implementation Base Offering – North America • Standardized business processes • Assumes remote access (latency dependent) • Fixed price implementation based on 30 – 40 day rollout • Base Plus Data Replication to Shared Engineering Center • Includes management, support of Shared Engineering Center infrastructure • Fixed price implementation based on 35 – 45 day rollout • Base Plus Local Multi-Site to NA Hub • Data replication managed from local infrastructure into hub and optionally to Shared Engineering Center • All Teamcenter functions controlled by the NA hub • Local infrastructure owned/managed by division • T&M implementation – estimated around 50 – 60 days Note: Schedule excludes data migration, customizations, local hardware setup, classroom training, etc. for end users.

9. North American Teamcenter Hosting and Replication Service Teamcenter PLM Teamcenter PLM … … … … ODS Stack - STL ODS Stack - STL TCIB TCIB LSNA LSNA Liebert Liebert VAD VAD Rosemount Rosemount Astec Astec Pune Pune Romania Romania Etc…… Etc…… North America EMEA Asia Pac Centrally Managed ODS Teamcenter Design Centers Shared Infrastructure 2 Teamcenter NA Hub TCIB Service Options Web Access Division Multi-site 1 Locally Managed 3 Division Rich Client

10. TCIB Implementation • Phases • Process • Sample Workflow • Support Model • Status

11. TCIB Implementation Phases 1. Process Education Technical team will be conducting the Education sessions to site executives and super-users to familiarize them with the solution and associated business benefits. These sessions would include: Overview of PLM and its expected benefits Overview of the TCIB solution Review of project approach, timeline, and involvement from each site 2. Discovery Technical team would finalize the requirements for implementation of the standardized TCIB solution. The Discovery will include the following and can be conducted via meetings and/or questionnaires: Identification of Super Users and End Users Identification of workflows, data model and organization structure Identification of Data migration Requirements Identification of any additional legal/regulatory localisation requirements 11

12. TCIB Implementation Phases 3. Implementation Design • Finalize the process model and the data model for each site. • Technical team will establish the Deployment Project Plan • Creation of data collection templates, user access control matrix • Establish the TCIB Support plan in tandem with the Emerson ITSS 4. User Acceptance Testing and Deployment • TCIB Solution will be implemented on the test environment as per the design • End-to-end test of business processes to validate the requirements. • User Acceptance Testing will incorporate the following: • Testing by both the project team and the power users from the respective divisions • Testing of the support process • Sign-off of the test results • Deployment of the Production Instance

13. TCIB Implementation Phases 5. Training Power Users • Technical Team would be training the Trainers/Power Users of the divisions • Extensive training will be conducted in a classroom with standard TCIB documentation and on-line exercises End Users • Training of End Users by the Power Users. • Training will be conducted with standard TCIB documentation 6. Post-Implementation and Ongoing Support • Technical team will provide 2 weeks of post implementation support • Provide diagnosis, troubleshooting and problem resolution for issues caused specifically by breaks in the TCIB configuration.

14. TCIB Implementation Process Initial Sizing and High-Level Survey of Business Unit Detailed Survey and Requirement Collection Configure TeamCenter as per the Design

15. TCIB Sample Workflow NO NO Quality Adherence Approval Cost Adherence Approval Design Review Complete Start Design Review Workflow Yes Attach Parts and Enter specifications Yes

16. Solution Includes Application Support Team and ITSS Service Center (Divisions) Users Division Responsibilities: • Leverage Super Users for training and “how to” questions • For all other questions/issues notify the TeamCenter In A Box Help Desk • Work with support resources as needed to test solutions and supply necessary data for problem resolution Service Center TeamCenter In A Box Responsibilities: • Initial Standard support provided • Support hours will increase as customer base grows • Off hours cell phone support for critical issues • Service Center is single point of contact for resolving issues • Provide end user application support • Provide technical support (patching, cloning, etc) • TcE Application System Administration (user creation, responsibilities, etc.) • Provide DBA, OS support • Performance monitoring and troubleshooting Service Center/Telephone Offsite TeamCenter In A Box Application and Technical Support

17. Where is TCIB today? Live Site Future Site The solution went live May 08 and be will be supported in 5 sites: • Dev/Test in St. Louis and India. • Production in Cincinnati and India. • Over 200 users Key Benefits: • Improved visibility into operations – integrated system with one source of data • Automated significant amount of manual processes

18. TCIB - Readiness • Pre-requisites • Profile of Target TCIB • Resource Skill/Time Requirements • Business Process Business Process • IT Requirements

19. Profile of Target TCIB General Characteristics: • Willing to accept standard industry process flows • Limited or aging existing PDM system

20. Resource Skill/Time Requirements

21. Business Process • It’s highly suggested division have clearly documented business processes ahead of kick-off for TeamCenter-In-A-Box • Business Processes owners • Process flow chart • Clear define the role and position within Organization • Divisions must be willing to make the change, during the TeamCenter-In-A-Box implementation design, the business processes to be reviewed , aligned, optimized with the implementation consultants • Do not underestimate the amount of work involved here • Dig deep into each process • Mind clearly defined criteria and responsibilities at each business process

22. IT Requirements • Minimum guidelines for network connectivity to optimize cost/performance for each site • Engineering sites must have E-net connection • Minimize latency, maximize performance and reliability • Work with IT-AP for preliminary audit for compliance • Minimum PC requirements for users • Windows XP Professional, 1 GB Memory, At least 1 GHz Processor, 20 GB Hard drive

23. PLM CoE Survey Key Decision Matrix are available to provide an initial high-level assessment and Identify Multi-Site Requirements. First Step: TCIB - PLM CoE Survey and Multi-site Key Decision Matrix

24. Once the division validates it is ready for TCIB, complete a detailed assessment to develop project scope, plan, budget, etc. Second Step: TCIB Site Assessment

25. Tips for Success • Pre-TCIB Implementation • During TCIB Implementation • Post TCIB Implementation

26. Tipsfor successful TeamCenter-In-A-BoxPre-TCIB Implementation • Proactively secure enough temporary resources for implementation • Clearly define the tasks for temporary resources. Keep the task narrower and more specific • Complete detailed site assessment before deciding for TeamCenter-In-A-Box • Clearly define all the gaps and resources to eliminate these gaps • Go down to detail for each specific process than staying at high level • Do not under-estimate time and resources for data cleaning, training and data migration • Item for thorough analysis at the site assessment stage • A feasible project timeline to be come out from the site audit • Included an experience TcE user • Data cleanliness and readiness e.g. customer master, supplier master, material information, material lead time…. • Readiness to change • Changes from current business processes to TeamCenter-In-A-Box • Adapt to Emerson’s COE (Level 1 Data Model) • Commitment of the top management

27. Tipsfor successful TeamCenter-In-A-BoxDuring TCIB Implementation • Work closely with TeamCenter-In-A-Box Support Team and Consultants • Report requirements • Clearly communicate project schedule • Define clearly the resource requirements at each step of the project • New requirements to existing TeamCenter-In-A-Box • Pick and choose the right talents with committed involvement • Critically important : Project Manager, Business Process Leads and Application Power Users • Empower the project team • Shift ownership to the users as soon as possible • Plan for sufficient training in TeamCenter-In-A-Box • Start with the Basics, TcE Fundamentals • Visit other sites for best practices and tips for successful implementation • Effective Change Management • Leadership • Project objectives • Project approach • Communication • Organization alignment • People performance

28. Tipsfor successful TeamCenter-In-A-BoxPost TCIB Implementation • Plan for the hard work in the first several months after go live • Learning curves to be overcome old manual / legacy processes Vs. Integrated TeamCenter-In-A-Box processes • People to use to tracking more detail information than Excel or legacy system • Potential parallel running TeamCenter-In-A-Box with legacy practice in the initial couple of months will increase the work load for a short period of time • Use TCIB Help Desk • Adapts to Emerson IT Shared Services TeamCenter-In-A-Box helpdesk support model • Continue User Training • Especially for staff turnover • Refresher training after a few months • Publish best practices

29. Thank You 29