- VCT Summit 2015

Benefits of Using Agile PLM for M&A and
Integration
Presenter: Yaniv Pichoto VP DragonWave
DragonWave Proprietary Information
2
Well, Sometimes You Need To Think Different…..
DragonWave Proprietary Information
3
Agenda
 “Swallowing an Elephant”
 Using Agile PLM to Support the company’s acquisition
with Nokia
• Data, Processes and Common “Enterprise Language”.
 Placing Agile at the heart of the corporate global activities
• Marketing, Sales, R&D, OPS and F&C.
DragonWave Proprietary Information
4
DragonWave at a glance
Founded
2000
Years of
Microwave
experience
Countries
with
installed
base
Global
Customer
Accounts
Public since
2006 14+ 160+
Small Cell
Licensed
Wireless
Backhaul
Ranking
#1
500+
Headquartered in
Ottawa, Canada
Public company
Number of
global
employees
$M
Annual
Annual
revenue
revenue
and
growing
Number of
Systems
Installed
globally
250+ 100+ 300K+
DragonWave Proprietary Information
TSX (DWI) and NASDAQ
(DRWI)
M&A
2010
Axerra Networks
2012
Nokia’s Microwave Business
5
What was announced
Before
DragonWave + Nokia Market Penetration and Global Reach
Nokia and DragonWave are entering into a
strategic supply and technology relationship that is
designed to accelerate innovation in backhaul
products and technologies to support world class
solutions for Mobile Operators.
As a part of this relationship DragonWave is
acquiring the assets of Nokia Microwave Transport
(MWT) and associated Operational Support
Systems (OSS) product businesses.
After
DragonWave Proprietary Information
6
DragonWave Product Portfolio
Long Haul
Packet Radios
Horizon
Compact+
Horizon
Quantum
Harmony
Eband
Harmony
Enhanced
6-60 GHz
6-38 GHz
70/80 GHz
6-42 GHz
Harmony Trunk-C
All-outdoor Trunking Radio
Hybrid / Switch
Small Cell
Harmony Trunk
Hub 800 & First Mile 200
Hybrid / Full-packet / Dual Traffic
Avenue /Harmony
Lite
Microcellular Backhaul
Sub-6 GHz
Avenue Link
Trunking Radio
Microcellular Backhaul
24-60 GHz
NetViewer
Network Management
DragonWave Proprietary Information
7
Business Issue
 Merge Two Companies
• Without impacting Product Development Activities
• Without interrupting Product Supply Compressed Timelines
• End customers wanted a seamless transition or would move to other suppliers
• < Six Months
 Change company culture from single site to multisite
• Smaller company with an Excel based PDM acquiring a bigger operation from a multinational
 Starting Point of the Marriage
• Single Site ERP based PDM (DragonWave)
• Large multinational with many IT Systems (Nokia)
DragonWave Proprietary Information
8
Strategy
One system that would be used to integrate as many systems as
possible while improving the communication between all functional
groups on a global basis
DragonWave Proprietary Information
9
Project Plan and timeline
Sign and
announce deal
First contact
Deal shaping,
defining the price
Pre-Deal
DD & Final
negotiations
Deal Closed
(Day 0)
Plan carve out,
Regulatory and
shareholder approvals
Day 1
ensure Day 1
business
continuity
Deal
Execution
Steady state /
End of TSA
Transition Services
Agreement period starts
“EXT in Nokia premises”
(normal access to Nokia
applications)
Program
completed
“Collaborator” (limited
access only to selected
Nokia applications) when
moved outside Nokia
premises/network.
Post-Deal
Carve out / in
Transition,6 month TSA period
Phase 1 (PDM DW + AX)
Started on 2 April 2012
• Define engineering data
source
• Define collaborative
processes
• Define Quality process
• Interface with ERP
• Go live CA and ISR
Phase 2 (PDM DW + Nokia)
Started on 31 July 2012
• Setup the DW Network on
the R&D sites and suppliers
• Merge engineering data
source
• Adjust collaborative &
Quality processes
• Go live IT and CH
DragonWave Proprietary Information
Phase 3 (Corporate)
Started on 31 Dec 2012
• Implement CAD integration tools
• Implement Regulation
management tools
• Implement Costing management
tools
• Implement Project management,
Task mgmt, Action Tracker
10
Initial Network
R&D site 1
Common
factory
segment
Factory
network
Factory floor
R&D site
2
Nokia RDNet
Nokia Office
Network
DHN
xxx lab
Supplier
1
Partner
VPN
Supplier
2
DWI Network
= Firewall
Customer
Supplier
DHN = Data Hosting Network
DragonWave Proprietary Information
11
Final Network After Integration
R&D site 1
Common
factory
segment
Factory
network
Factory floor
R&D site
2
Nokia RDNet
Nokia Office
Network
xxx lab
Partner
VPN
DHN
Hub 1
Internet
Supplier
1
Hub 2
Hub 3
Supplier
2
DWI Network
= Firewall
Customer
Supplier
DHN = Data Hosting Network
DragonWave Proprietary Information
12
M&A - Many To One
 DragonWave Inc
• Create DWI PDM system
 Nokia
• Multiple PDM systems
• Multiple Component Mgmt
Systems
• Multiple Design Systems
• Document Mgmt System
DWI
PDM
PDM 1
PDM 2
DOC
MGR
CAD 3
CAD 2
Comp 1
Agile
PDM
CAD 1
DragonWave Proprietary Information
QA 1
QA2
CUDO
 All combined onto Agile PDM
Comp 2
SW
Delivery
13
Metadata Definition



With common structure and metadata, the information can be used in
various systems and these systems can be linked together.
Collecting all data from the various systems and converting dumps to one
common language (DW and Nokia).
Converting dumps tables to Agile’s upload table formats
DragonWave Proprietary Information
14
Integration



After we had all systems,
network and data in place, we
could move to the next step
Focus on all activities at the
different sites for implementation
and integration
But not always when you have
the right tools in place are they
being used wisely…
DragonWave Proprietary Information
15
The Global Integration Process
Moscow
London
Prague
Ottawa
Milan
Atlanta
Shanghai
Los Angeles
Dubai Delhi
Chennai
Mexico City
Penang
Singapore
Sao Paulo
R&D Centers
10
5
Manufacturing
Sites
Distribution Hubs
10
4
5
2
0
5
3
After
7
3
0
0
Before
10
Before
After
DragonWave Proprietary Information
Before
After
16
Integration Using Agile as an Ecosystem



Expand Agile PDM to PLM
Leveraging Agile to achieve best in
breed capabilities
Broad deployment across all corporate
groups with process alignment
improves communication and control
R&D
Customer
QMS
Multi Site
Customer
Portal
DWI ERP
Project
Mgmt
F&C
Cost
Mgmt
Logistics
Doc
Mgmt
Agile
PLM
Supplier
Mgmt
SW
Delivery
Manufacturing
ECAD
MCAD
QA
PG&C
Sales
Suppliers
PLM
DragonWave Proprietary Information
17
Portfolio and Product Structures in Use
Customers
R&D
Sales and Marketing
Portfolio
Structures
•For managing common product
portfolio structure and metadata
required for content management
(e.g. software or documents) and
delivery in various systems
•Product Provisioning Process
Sales
Structures
•For managing product global sales
portfolio for pricing, ordering,
delivering, invoicing, business
planning, tendering and reporting
•Product Provisioning Process
Business Management
Business Management
R&D
Logistics
Sales and Marketing
Logistics
R&D
Suppliers
Engineering
Structures
DragonWave Proprietary Information
•For managing HW configuration,
order based delivery, manufacturing,
sourcing, volume planning and
service related entities of a product
•Configuration Management Process
18
ROI
 A fast ROI Situation
• Needed to implement something in order to replace the high number of
systems used by Nokia
 Solution Decisions
• Fastest with most flexibility
• Least interruption to the business
 Why Oracle
•
•
•
•
Leading global solution, specializing in EHT
Support global activities with multi sites
Ease of implementation (tight timescales) and admin cost
Experienced partner in Israel
DragonWave Proprietary Information
19
Learnings
 Never integrate with a carve out from a much larger company
• But if you have to…
 Bench mark with other companies experience and knowledge
• Most probably you are not the first one to do something
 Clear metadata definition of the combined entity is required before integration
 Start with industry best practice for initial implementation of the system and modify
based on encountered realities
• Culture and language gaps
• Ad hoc team per site – owners per site
 Implementation – OJT and Train the trainers
 In such a transaction keep the ability to extend the transitional services
DragonWave Proprietary Information
20
What Worked Well






Implementation timeline
Data Loading
System Setup
Global Networking Solution
User Adoption
Developing APIs
 Transaction was unique and transformational
DragonWave Proprietary Information
21
What Comes Next
 Continued expansion of the Ecosystem
 Process adjustments and improved communication
• Workflows and notifications: internal and external users (CMs)
• Automated authorization process
 Document depository for all company’s related docs
• Customer facing documents
• Smart templates - Docs with internal links between them
 Implement Agile at DW’s CM
 Portfolio Product Management
• Resource management
• To Do’s and Task Management
 Cost management - Design For Cost: Collaborate R&D, Ops and F&C
DragonWave Proprietary Information
22
Our goal in Dragonwave is to fulfill customer needs
with our products and services
We manage products to do our business !
DragonWave Proprietary Information
23