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Slide1 : PENNSTATE Timothy W. Simpson Associate Professor Mechanical & Nuclear Engineering and Industrial & Manufacturing Engineering The Pennsylvania State University University Park, PA 16802 phone: (814) 863-7136 email: tws8@psu.edu http://www.me.psu.edu/simpson/courses/me579 ME 579 - Designing Product Families - IE 579 TR 9:45 - 11:00 a.m. © T. W. SIMPSON


Overview of Lecture : Overview of Lecture Approaches to Product Family Design Definition of Key Terms Product Family Maps Market Segmentation Grid Examples of Platform Leveraging Aggregate Project Plan Kodak Example


Motivation for Product Families : Motivation for Product Families Today’s market is characterized by: rapid innovation globalization and customization market saturation, fragmentation, and niching “Since many companies design new products one at a time, the focus on individual customers and products often results in a failure to embrace commonality, compatibility, standardization, or modularization among different products or product lines.” (Meyer and Lehnerd, 1997) “Rarely does the full spectrum of product offerings get reviewed at one time to ensure it is optimal for the business.” (McGrath, 1995)


Why Product Families? : Why Product Families? The end result: a “mushrooming” or diversification of products and components with proliferating variety and costs Many companies are being faced with a challenge: provide as much variety for the market as possible... ...with as little variety between products as possible To remain competitive, companies are utilizing product families and product platforms to: increase product variety shorten product lead-times reduce cost


Definition of Key Terms : Definition of Key Terms Product family: a group of related products that share common features, components, or subsystems; and satisfy a variety of markets Product platform: the set of features, components or subsystems that remain constant from product to product, within a given product family Derivative: products derived from the product platform through: addition, removal, or substitution of one or more modules ( module-based product family) scaling or “stretching” the platform in one or more dimensions ( scale-based product family) What is a product family and a product platform?


Basic Approaches to Product Family Design : Basic Approaches to Product Family Design Top-down Approach (Proactive platform): a company strategically manages and develops a family of products based on a product platform and its module- and/or scale-based derivatives Work by: K. Otto, K. Ulrich, K. Wood, K. Ishii, M. Tseng Bottom-up Approach (Reactive redesign): a company redesigns/consolidates a group of distinct products by standardizing components to improve economies of scale and reduce inventory Work by: D. Rosen, S. Kota, K. Ishii, Z. Siddique Our primary focus is on the former since it eliminates the need for the latter; however, tools and metrics for both will be discussed


Classifying Product Family Examples : Classifying Product Family Examples 2100 5000 8100 4050 8150


Classifying Product Family Examples : Classifying Product Family Examples


Volkswagen A-Platform : Volkswagen A-Platform VW plans for 19 vehicles based on A-platform VW estimates development and investment cost savings of $1.5 billion/yr using platforms


Common Components in Volkswagen Platform : Common Components in Volkswagen Platform Source: Shimokawa, K., Jurgens, U., and Fujimoto, T. (Eds.), 1997, Transforming Automobile Assembly, Springer, New York.


Automobile Platforms at Ford : Automobile Platforms at Ford At Ford, an automobile platform includes: A common architecture (e.g., assembly sequence, joint configuration, system interfaces, etc.) Definition of subsystem and module interfaces A set of common hardpoints used by the range of products that share the platform and the manufacturing processes Ford defines a platform as a set of subsystems and interfaces that form a common structure from which a stream of derivative products can be efficiently produced PENNSTATE Source: (C. Moccio, K. Ewing, G. Pumpuni, MIT, 2000)


Smart : Smart Source: http://www.smart.com


Alternative Definitions of Platform : Alternative Definitions of Platform Platform = A defined set of common or shared elements and its interface definition Elements can be all kind of architectural elements , e.g. parts, components, systems, processes, organizations - objects or processes A B C D A B C A B C E E Product 1 Product 2 Product 3


Set Theory - DSM : Set Theory - DSM Set Theory: A B C D E P1 P2 P3 Platform = common set= ABC


Top-Down Approach to Product Family Design : Top-Down Approach to Product Family Design In the top-down approach, product families do not emerge one product at a time “They are planned so that a number of derivative products can be efficiently created from the foundation of a common core technology” (i.e., product platform) Product platforms do not just come off the shelf; they must be planned and managed from start to finish “If platform is not rejuvenated, its derivative products will become dated and will fail” It is important to see the evolution of a product family in order to expose the markets and technologies that have been driving its evolution and identify new opportunities for technological advancement and leveraging


Product Family Maps : Product Family Maps Used to map evolution of product family, platform, and derivatives over time; see (Wheelwright and Clark, 1989) Development Work Leveraged Products


Example Product Family Map: Vacuum Cleaners : Example Product Family Map: Vacuum Cleaners Development Work Leveraged Products Reference: Wheelwright, S. C. and Sasser, W. E., Jr., 1989, "The New Product Development Map," Harvard Business Review, Vol. 67, pp. 112-125.


Product Family Maps (cont.) : Product Family Maps (cont.) Used to map product families, product platform renewal, and their evolution (Meyer and Lehnerd, 1997) New features, cost reductions Plan multiple generations New market applications Platform development Next generation platform Integrate the best of the old with new technology Reference: Meyer, M. H., and Lehnerd, A. P., 1997, The Power of Product Platforms, The Free Press, New York.


Example Product Family Map: Gillette Razors : Example Product Family Map: Gillette Razors New features, cost reductions Plan multiple generations New market applications Next generation platform Integrate the best of the old with new technology


Identify Platform Leveraging Strategy : Identify Platform Leveraging Strategy Market segmentation grid can be used to identify and map platform leveraging strategies (Meyer, 1997) What Market Niches Will Your Product Serve?


Platform Strategies: No Leveraging : Platform Strategies: No Leveraging Niche-specific platforms (products) with very little sharing of subsystems and/or manufacturing processes Segment A Segment B Segment C Disadvantages: R&D can be easily duplicated by different product teams Manufacturing and capital investments much higher Manufacturing improvements not adopted by others Potential for synergy in marketing development is lost Result: myriad of products, higher costs, lower margins


Platform Strategies: Horizontal Leveraging : Horizontally leverage platform subsystems and/or manufacturing processes across different segments Platform Strategies: Horizontal Leveraging Benefits: Introduce series of related products for different customer groups without having to “reinvent the wheel” R&D can develop products more rapidly and with less risk (since technology has been proven in other market segments) Manufacturing procurement and retooling costs can be minimized


Platform Strategies: Vertical Leveraging : Platform Strategies: Vertical Leveraging Vertically scale key platform subsystems and/or manufacturing processes within a market segment Benefits: Leverage knowledge of customer wants and needs within a given market segment Product development is less costly (R&D and manufacturing enjoy same benefits as horizontal leveraging) Risk: Weak platform may undermine competitiveness of product family


Platform Strategies: Beachhead Approach : Platform Strategies: Beachhead Approach Beachhead approach combines horizontal leveraging with upward vertical scaling Platform Key Aspects: Develop low-cost, effective platform and efficient processes Scale up performance characteristics of low-cost platform to appeal to needs of mid- and high-end users Extend platform for customers in different market segments Combine extensions and scaling to provide step-up functions required by mid- and high-end users in other segments


Platform Leveraging Examples: Rolls Royce Engines : Platform Leveraging Examples: Rolls Royce Engines Rolls Royce scales its aircraft engines to efficiently and effectively satisfy a variety of performance requirements Incremental improvements and variations made to increase thrust and reduce fuel consumption RTM322 is common to turboshaft, turboprop, and turbofan engines When scaled 1.8x, RTM322 serves as the core for RB550 series


Example Leveraging Strategies: Gillette Razors : Example Leveraging Strategies: Gillette Razors Twin- Blade Razor Advanced Twin- Blade Razor Triple- Blade Razor


Example Leveraging Strategies: B&D Cordless : Example Leveraging Strategies: B&D Cordless Mid- Range


Example Leveraging Strategies: B&D Cordless (cont.) : Example Leveraging Strategies: B&D Cordless (cont.) Vertically leverage power supply around 9.6, 12, 14.4, and 18 volt batteries Horizontally leverage power supply within each voltage range


Example Leveraging Strategies: Boeing Aircraft : Example Leveraging Strategies: Boeing Aircraft Boeing 737 is divided into 3 platforms: Initial-model (100 and 200) Classic (300, 400, and 500) Next generation (600, 700, 800, and 900 models)


Boeing 737 Interior Layouts : Boeing 737 Interior Layouts


Flight Ranges for 737-300, -500, -600, and -700 : Flight Ranges for 737-300, -500, -600, and -700 Capacity: 126 Passengers Capacity: 110 Passengers


Dimensions of Boeing 737-300, -400, and -500 : Dimensions of Boeing 737-300, -400, and -500 All three aircraft share common height and width... …but their fuselage lengths are different:


Dimensions of Boeing 737-600, -700, -800, and -900 : Dimensions of Boeing 737-600, -700, -800, and -900 The same holds true for the 737-600 through 900


Winning Platform Strategies : Winning Platform Strategies Improves the attractiveness and cost position of your products through standardization, modularity, and better economies of scale for common subsystem components The end result: a well-researched, multi-year, multi-product strategy that can be presented to management for funding on a multi-year basis Allows companies to “recapture the entrepreneurial essence” of their early years: to be fast moving to achieve competitive excellence in technology to leverage common assets across individual products A new mindset? Obsolete your own products with better ones through continuous product platform renewal


Defining a Platform Strategy : Defining a Platform Strategy 1. Segment your markets 2. Identify growth areas 3. Define and map current product platforms 4. “Clean-sheet” a new product platform 5. Perform in-depth research in customer needs 6. Analyze competing products 7. Revisit manufacturing process and distribution channels 8. Understand the core competency implications of the new product platform 9. Formulate platform development team, project timeline, and budget


Product Family Planning : Product Family Planning


Single-Use Camera Example : Single-Use Camera Example Fuji introduced QuickSnap 35mm single-use camera in the U.S. market in 1987. Kodak, which did not have a single-use camera of its own, was caught unprepared. The single-use camera market grew by more than 50 percent per year for the next 8 years: In 1988, 3 million single-use cameras were sold By 1994, over 43 million were sold Kodak introduced its first model over a year later, but Fuji had already developed a second model, the QuickSnap Flash


Kodak’s Platform Strategy : Kodak’s Platform Strategy From April 1989 and July 1990, Kodak redesigned its base model and introduced three additional models Because of their platform strategy, Kodak was able to develop its products faster and more cheaply, delivering twice as many products as Fuji By 1994, Kodak had captured more than 70% of the U.S. market.


Kodak Single-Use Camera Family : Kodak Single-Use Camera Family http://www.kodak.com/global/en/consumer/film/otuc.shtml


Fuji Single-Use Camera Family : Fuji Single-Use Camera Family


Fuji 35mm QuickSnap Camera Family : Fuji 35mm QuickSnap Camera Family


Fuji 35mm QuickSnap Camera Family (cont.) : Fuji 35mm QuickSnap Camera Family (cont.)


Fuji’s QuickSnap Colors Family : Fuji’s QuickSnap Colors Family http://www.fujifilm.com/bridgepages/colors.html


Kodak’s Project Plan : Kodak’s Project Plan Reference: Wheelwright, S.C. and Clark, K.B. Leading Product Development Free Press, New York, 1995.


Aggregate Project Planning : Aggregate Project Planning Breakthrough Projects New Core Product Next Generation Product Addition to Product Family Add-ons and Enhancements Product Changes Process Changes Platform Projects Derivatives (Enhancements, Hybrids, and Cost Reduced Versions) Advanced R&D Projects Allied Partnerships 1 2 3 4 5 Source: (Wheelwright and Clark, 1995)


Aggregate Project Plan Classifications : Aggregate Project Plan Classifications Advanced R&D Projects Innovations and technology development that provides a precursor to commercial development Breakthrough Projects Projects that involve significant change in the product and process establish a new core product and process Platform Projects Projects provide a base for a product and process family that can be leveraged over several years Derivative Projects Cost-reduced versions of an existing product or platform or add-ons or enhancements to an existing production process Allied Partnerships Partnerships in any of these project areas to leverage development resources and activities


Slide47 : R&D Breakthrough projects R&D Breakthrough Platform Derivative Allied and Partnership projects Derivative projects Platform projects PreQuip’s Development Projects (30) before the Aggregate Project Plan Mass spectrometers Liquid chromatographs Gas chromatographs Data processing and handling products Source: (Wheelwright and Clark, 1995)


Aggregate Project Planning at PreQuip : R&D R&D Platform Derivative Allied and Partnership projects Derivative projects Platform projects Breakthrough Aggregate Project Planning at PreQuip PreQuip’s Development Projects (11) after the Aggregate Project Plan Mass spectrometers Liquid chromatographs Gas chromatographs Data processing and handling products Breakthrough projects Source: (Wheelwright and Clark, 1995)


Kodak Improves Camera Recycling : Kodak Improves Camera Recycling Initially called “Kodak Fling” cameras, single-use cameras viewed as “disposables” or “throwaways” In 1990-1991, a massive redesign effort began to facilitate recycling and part reuse Integrated design, development, manufacturing, business, and environmental personnel to create a new design that was easier to disassemble, inspect, reuse, and reload By weight, 77-86% of a Kodak single use camera can be reused or recycled Kodak now provides the best example of “closed-loop” recycling in the world


Teaming for Concurrent Engineering at Kodak : Teaming for Concurrent Engineering at Kodak


FunSaver I Project Timeline (Weeks 21-40) : FunSaver I Project Timeline (Weeks 21-40)


Working in a Concurrent Engineering Team : Working in a Concurrent Engineering Team In the next class, we will simulate what it is like to work in a product development team Each of you will be randomly assigned to work within one of the following “departments” Customers Marketing Engineering Manufacturing Quality Control/Testing to design, build, and test a successful product for class. Please be here promptly at 9:45 a.m. so that your company can develop its product(s) on time! Inventory Accounting Purchasing Suppliers


Defining a Platform Strategy : Defining a Platform Strategy How do companies develop winning platform strategies? 0. Assemble a multidisciplinary team composed of: engineering marketing manufacturing 1. Segment your markets Identify major market segments and the price/performance tiers within them Construct a market segmentation grid of individual market niches Incorporate emerging segments as well as existing ones


Defining a Platform Strategy (cont.) : Defining a Platform Strategy (cont.) 2. Identify growth areas Identify growth opportunities in these segments and niches: a) your current sales volumes b) your market share in the niche c) five-year expected growth rate d) leading competitors in each niche e) driving customer needs in each niche Data should represent a clear picture of where opportunities exist in your markets 3. Define and map current product platforms Define your major product platforms (or product offerings) Define where these platforms “fit” within the market segmentation grid


Defining a Platform Strategy (cont.) : Defining a Platform Strategy (cont.) 4. “Clean-sheet” a new product platform Take a fresh look at market needs, product technologies, materials, and manufacturing processes to formulate a superior product solution At the major subsystem level, define a platform architecture that will satisfy its key objectives of market coverage and scalability Address the following questions during platform development: a) How will your company go on the attack? b) Can the new platform make you more competitive in the lower-price and low performance tiers of the market segments? c) Are there opportunities for horizontal leveraging or vertical scaling? Lastly, envision the entry-level products to be derived from the new platform initiative


Defining a Platform Strategy (cont.) : Defining a Platform Strategy (cont.) 5. Perform in-depth research on customer needs Overriding goal is to bring excitement to the market in the form of value-cost leadership Team must work hard to uncover latent, unperceived needs Identify frustrations that customers have in using current-generation products and services Global platform developers must pay attention to needs of customers in different parts of the world Develop a list of both perceived and latent needs Validate list through external customer research Identify major performance and cost drivers that can make your products superior to those of your competitors


Three Aspects of Quality: Kano’s Model : Three Aspects of Quality: Kano’s Model Dissatisfiers are product characteristics that are “basic” or “expected” and are usually taken for granted by customers when present. Delighters are product characteristics that are “attractive” or “exciting” which often pleasantly surprise customers when they are first encountered. Satisfiers are product characteristics that customers want in their products and are “one dimensional” or “linear” in the sense of the more we provide, the happier the customer.


Kano’s Model (cont.) : Kano’s Model (cont.) Dissatisfiers: Cause dissatisfaction only when missing; customer complaints are the primary source of information for finding them Satisfiers: Tend to be easy to measure and are usually used for benchmarking and comparative analysis Delighters: Difficult to assess since they represent “unexpected quality” which cannot be ascertained through surveys and/or complaints Represent “unspoken” and “unmet” needs, possibly new markets Lessons from Kano’s model: Not all customer attributes are equal Customer attributes are important to customers in different ways Our job: ensure the satisfiers, avoid the dissatisfiers, and create delighters within our products in order to satisfy customers


Defining a Platform Strategy (cont.) : Defining a Platform Strategy (cont.) 6. Analyze competing products Understand how existing products stack up against those of competitors Perform analysis on a major subsystem-by-subsystem basis to identify strengths and weaknesses of competitors’ products Acquire competitors’ products and study them in a “tear down” room Establish objective measures of price and performance for each subsystem Index functionality and cost of competing products relative to your own on a subsystem-by-subsystem basis Discover best-in-class approaches taken by competing products in the design and manufacturing of their own particular subsystems Use as a guide for your own engineering ...OR... License technology as part of the new platform effort


Defining a Platform Strategy (cont.) : Defining a Platform Strategy (cont.) 7. Revisit manufacturing process and distribution channels Apply similar “clean sheet” approach to production and distribution channels DO NOT limit potential of new products by imposing existing manufacturing processes and materials on new product designs 8. Understand the core competency implications of the new product platform Identify core competencies (e.g., “building blocks”) required to create, manufacture, and distribute the new product line Differentiate between those building blocks that currently exist within the firm and those that do not; the latter will have to be developed, licensed, or acquired in some form


Identify Core “Building Blocks” : Identify Core “Building Blocks” Articulate what your firm can already do well and what it needs to do better in order to achieve commercial success Perform a “reality check” of the proposed new platform


Defining a Platform Strategy (cont.) : Defining a Platform Strategy (cont.) 9. Formulate platform development team, project timeline, and budget Specify individuals, both internal and external to your firm, who should be part of the development effort Include major customers on platform team if possible Identify budget and resource requirements needed to complete the project successfully Plan the phased rollout of derivative products emerging from the new product platform