Maximizing the Value of Your Agile PLM Solution

1. How to Ensure Your Agile PLM Solution Provides Maximum Value August 3, 2018 Prepared by: Sahil Gupta @ NexinfoSolution

2. Who Is NexInfo? SUMMARY • Consulting company focused on helping clients achieve Operational Excellence via an optimal blend of Business Process & Software consulting services • Deep domain expertise, including: Integrated Business Planning, Sales & Operations Planning, Supply Chain, Product Lifecycle Management, Predictive Data Analytics, Security & Compliance, and Business Transformations • Founded in 1999 and managed by computer industry & business process professionals • Clients include emerging companies and Fortune 1000 corporations • Recognized in the industry, including features in Gartner Reports, The Silicon Review (50 Smartest Companies of the Year 2016 and 10 Fastest Growing Oracle Solution Providers 2017), and CIO Review (100 Most Promising Oracle Solution Providers 2015) PARTNERS CORPORATE INFO • HQ in Orange County, CA with offices in Redmond, WA, Chicago, IL, Bridgewater, NJ, Dublin, Ireland, Chennai & Bangalore, India • Operations across the United States, Europe (Ireland, UK, Switzerland, Belgium) & India ‹#›

3. Name: Sahil Gupta Experience: Ten years of progressive experience in Pharmaceuticals/Life sciences, HealthCare, Hi-Tech and Manufacturing sectors, with concentrations in solution design, development, validation, deployment and post-deployment support, along with program development and project management. Presenter Information ‹#›

4. Want more insights? Insights about Business Process Efficiency Bottlenecks Insights about Product Product evolution - history, changes, Investigate & Audit Sub-components used in the product portfolio Insights about the System Usage User adoption ‹#›

5. Agenda ‹#›

6. Chat Remainder CHAT Reminder: Please submit questions via chat to cover at the end of the presentation. ‹#›

7. Oracle Agile PLM Module Agile Product Portfolio Management Agile Engineering Collaboration Executives & Program Office Development & Engineering Agile Product Governance & Compliance Compliance Office Integrated product, program, resource & portfolio management Engineering desktop integration & collaboration Product & program compliance against standards & regulatory requirements Agile Enterprise Visualization Cross-Enterprise Quality Professionals Native document collaborative visualization across the global enterprise Agile Quality Management Agile Product Collaboration Operations & Supply Chain Closed-loop product quality management across the extended enterprise Agile Product Cost Management Procurement Professionals Enterprise product record visibility, management & collaboration Strategic sourcing and lifecycle cost & risk management ‹#›

8. Agile Reports • Reports allow you to display the values of your product records. • By accessing this information and summarizing it in a meaningful way, reports provide insight into your business processes and can help guide better-informed decisions • Agile PLM provides a robust reporting platform that enables you to: • Measure and monitor business performance using standard out-of-the-box reports. • Configure reports with Agile PLM custom reporting to obtain the specific information you need • Standard Reports • Standard reports provide you with the information you commonly need to analyze your business processes • Product reports and process reports are the standard out-of-the-box reports ‹#›

9. Accessing Reports – Web Client • To access reports in Web Client: • Click the REPORTS drawer in the left pane to display the reports folders. • Open the Reports and Analytics folder. • Open the Standard Reports folder to locate the Product Reports folder or the Process Reports folder. • Open the Product Reports folder or the Process Reports folder and click the report you want. The report page is displayed in the content pane on the right. ‹#›

10. Types of Product Reports ‹#›

11. Types of Process Reports ‹#›

12. Types of Administrator Reports ‹#›

13. Types of Administrator Reports ‹#›

14. Searches • Three Types of Searches available in Agile PLM: Quick Parametric Advanced Relationship Where-Used ‹#›

15. Where-Used Searches Four Types of Where-Used Searches available in Agile PLM: Where-Used - All Levels - Latest Released Revision Only: Search 333 Where-Used - Top Level - Latest Released Revision Only: Search 333 ‹#›

16. Where-Used Searches Where-Used - One Level - Latest Released Revision Only: Search 111 Where-Used - Top Level - Latest Released Revision Only: Search 222 * Introductory revisions are included, and they are treated as if they were released revisions ‹#›

17. Relationship Searches • Relationship searches are available for any class that has a Relationships tab • For example: all object classes except Action Items and Reports. • In a relationship search you select the related object type, for example, Changes • This lets you specify search conditions that include change object attributes, in addition to search criteria that specify the attributes of the searched-for object. • If the Relationships tab is visible for the searched-for object: • You will be able to select this search type in the search definition dialog ‹#›

18. Audit Trail • Agile PLM maintains the complete audit trail for the released objects. • For non change-controlled attributes, the audit trail for released objects is captured on the object itself. ‹#›

19. Ask Your Questions Via Chat ‹#›

20. Contact Us HEADQUARTERS 1851 East 1st Street, Suite 900 Santa Ana, CA 92705 EMAIL Letstalk@nexinfo.com TELEPHONE (714) 955-6970 WEBSITE www.nexinfo.com FOLLOW US ON: