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One Toyota, One Vault

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Description

This session will discuss how to get multiple departments and subgroups to collaborate in a "single source of truth” environment. This is best done with a minimal, but scalable, number of groups, which reduces confusion and cost. We will go through the use of Roles and Permissions, and how this approach is flexible for high movement within the organization. When someone gets promoted within the organization, they can simply be updated per their role and maintain the same access as before. Then we'll explain Users and Groups structure. Users are connected though MIM for an extra layer of protection, assigned to their specific role, and assigned to their groups. Groups are not nested in one another (as opposed to nested) to reduce security complexity. Last, we'll explain folder security setup for maximum control and collaboration across all departments and subgroups.

Key Learnings

  • Gain an overview of all the functions used to set up the Vault with regards to collaboration.
  • See an evaluation of failure points from other methods of organization.
  • Learn about the metrics of reduced numbers of groups, increased connections (collaboration), and time spent finding files and resources.

Speakers

  • Avatar for Joe Kawka
    Joe Kawka
    Advanced Technology Engineer
  • Avatar for Paul Philpott
    Paul Philpott
    Detroit-based Automotive Engineer From Austin, TX Background in CAD/PLM/PDM. BSME UT-Austin, MSME GATech. Founder/Director Detroit Lifetime Scholars Acadamy.
  • Lavie Jackson
    I received my Mechanical Engineering degree from Michigan Technological University. I'm currently an Engineering Manager of PDM/PLM for Toyota. I've worked for Toyota for approximately 7 years. Been in the industry for over 25 years in automotive, aerospace, food manufacturing, and vibratory equipment. I'm married and we have 4 children combined. I love dancing, running and exercise.
  • Tomotoshi Jo
    Tomotoshi Jo, MBA Subject Matter Expert – PE Toyota Motor North America Tomotoshi Jo has a background in information systems, BIM and project management. He supports Toyota Production Engineering (PE) team members who use Autodesk products such as ACC, AutoCAD, Inventor, Navisworks, Vault, and more. He also helps different PE departments build integration factory models for their new equipment installation project and new plant construction project. Tomotoshi graduated with his bachelor's degree in automation engineering from Shanghai University. He also has an MBA focusing on project management from the University of California, Riverside.
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Transcript

JOE KAWKA: Hello, my name is Joe Kawka. I'm a digital engineer at Toyota Motor North America Production Engineering, and specifically powertrain. And today, my session is One Toyota, One Vault, How to Collaborate as One. This is the safe harbor statement.

And I just kind of want to dive in. In what has happened in our past, data was our muda or waste. Muda is Japanese for waste. And so many times, because we're using shared drives, uncontrolled drives, and whatnot, the time to find data and very specific data that we're needing for our studies often took us hours, if not days.

And then on the rare occasion, weeks, even months to find the correct data or the most up to date data. And so this was a big waste of our time and we needed a solution for that.

Also, with this separation or uncontrolled set of data out there, we're very siloed and there is no collaboration between groups because of that. Essentially, all of our groups would have their own shared drive. And it was very restricted from group to group who can actually look inside there and find data that is needed.

For instance, if I needed a overall plant layout of the building, I would have to contact my building designers and ask them for the specific data that I need. And at that point, it might take them a day, it might take them an hour, it might take them a week. It really depends on the organization of the individual.

Also, we did start a vault back in 2020, but the initial thinking way was because of that, is to separate the data, the confidential data from one another. So we had to create five independent vaults or continue to use the uncontrolled shared drives, because that was the easier route for many people. Again, this environment was no good for us. It's muda.

And just to really emphasize the separation of all of our groups, you can see in the diagram on the right here, these are different vaults. And then every NAMC, or its North America Manufacturing Company, and were, there's many, many different groups. And every group was independent of one another and there was no way of seeing into each other's data that we potentially needed.

So if we were to continue with this group structure, of our 2020 vault structure back in the day, we had the potential of exponentially growing to 138 groups. That's an absurd amount to think of to manage. And that's just a very conservative number. The number of groups could be a lot larger than that.

Also, another division of roles. With each group, there's yet another division of roles spanning executive managers, engineering managers, team member, working level, and any level in between, and that just created another subset that separated people, that separated groups, and really made things hide and whatnot. So, it was a bad situation and not very well managed if at all

So we want to work as one. Like, how do we get to one vault? And it seemed to have been a impossible hurdle to get over, but I feel I have a solution for us. First, I do want to review some of the vault functions just as more of a reminder. And these descriptions are directly out of the help page from vault.

So we have roles and we have our groups. And roles, I think of more of as permission settings for a given role. So if you're a modeler, you can go into models and you can start editing them and you can do what have you, but maybe you can't get into classified documents.

If you're an executive manager, maybe you can edit your classified documents, but you can only reference and view the models, because you don't want to mess anything up. You don't want to accidentally make a new, a mistake on opening up a uncontrolled document and messing everybody's study up.

Groups are exactly that. Groups of people that surround a common theme. And previously what we had done, is assign roles to groups, and that was the way that we really limited the permissions or managed the permissions. I personally believe that is not the best way as far as large organizations go.

So what I have proposed for groups and project structures is the following. And currently, I'm implementing this in my powertrain division, but I do plan on bringing this out and sharing with the rest of the departments. And hopefully, this is agreed upon and everybody is able to work cohesively in this space.

And to explain it, I have these two bullet points. And the big major change is taking off the roles from the groups and moving it onto the user itself. So that's why I am calling out here, user defined roles.

This enables me to really define by person and set the permissions by person. So we can combine our managers. We can combine our working level team members into the same group, and yet they still have their appropriate permissions to view the vault as needed.

And then projects, they're also easily shared and accessed for maximum collaboration between departments. So I am setting up our folder structure by the NAMC or the North America Machine, Company or Manufacturing Company.

And with that folder structure, we're able to even have our projects overlap one another, enabling different departments, different groups able to work on the same project, and yet keep their permissions appropriately.

And then lastly, with this combination into one vault, another big advantage is to have a common asset library. This creates opportunity for commonization of what have you.

Where we're installing hundreds of machines, so if we can commonize what machine that is that we're installing, then that is a large cost savings or even down to the fittings. So it's something that would be available for all groups and all projects to reference.

And to go in a little bit deeper for the folder structure that I kind of mentioned, I would open or I'm opening up my folder structure to all departments and all the NAMCs currently. And the three main areas is the project center itself, which I'll go into more detail in the next slide. But that's where we're housing every project that we've had, all the study data, all the overall layouts. Most of the CAD software or data that we need to manipulate and whatnot.

The second pillar, if you would, is resources. And this is to share the knowledge across all departments and across every group, every division, every NAMC. So this is a common space for people to drop in how-to's, their control documents, their templates even for their CAD, and where other people can reference and learn from and really commonize the workload across everyone.

And lastly, the asset library, which takes up most of the space down here in the graphic. And this is again, shared with everybody. And in an effort to commonize as much machinery, as much of the utilities or PLCs as possible for a cost savings, and these assets would be referenced inside of the projects as needed and forever be controlled, and yeah, and kept safe under the asset library.

So probably the biggest question that I get is, how do we work with our files, especially with the layouts within the NAMC or within a project? And so this is what I've come up with as far as that proposal goes. And the project center again, would be categorized by NAMC, so that's each folder.

As you can see here, every NAMC has a folder. And then with each NAMC, they have a master layout or in my case, I'm calling it a top folder. And that houses the current condition of the layout with the respective projects on the same level, if you would. So current condition, it's really up to if there's a change, a change to the layout or the floor itself, we would need to make the updates directly to the top folder.

And then within the project folder, what we would do, is we split it up into the working layout and then project data. Project data, that is really up to every department's, every group's discretion on how to organize. But there will need to be some sort of map associated with it.

But as far as a working layout, we would use the vault's function to copy out the top folder and to set working layouts. And then in here, we would be able to make our edits without affecting the current condition master layout. We can make multiple instances. We can make different xrefs into the main layout and really dive into our study and see the history of our study itself.

Once the working layout is done and we're going through our project, we've handed over to whoever we need to hand over to all, the project data, we start installing the machines per this working layout once that installation is done.

Then we would update our master layout with that finalized approved working layout, if you like to approve it. So that's how we can keep track and revision control the master layout of each NAMC, and also be able to really study and work and manipulate as needed in every project.

As far as the project security goes, there's many options that-- I'll preface that. Every folder, you can lock it down to only specific people who can see it. So if you have executives that you only want executives to see the folder itself, you can lock it down as you would.

But in a more general sense, the way I would like to, or I would set up the projects, is this following structure where TEMA, TEMA is essentially a central role. That's where I'm located. And it's overseeing each North America Manufacturing Company or facility.

So I can see into the Kentucky plant. I can see into West Virginia. I can see into Texas, et cetera and whatnot. And that's only with assigning me to this department compartmental-wise.

But if there's a person, a CAD person, or any other person that needs to get in the vault at the satellite location itself, we would assign both the department and the inside satellite location. And that way, they have the appropriate set-up, if you would, for the following security.

So with every project folder, so I'm going to go back one. With every project folder, as you can see linked directly below the NAMC, the department, so in my case, powertrain, it could be paint, it could be body weld, it could be another one. But every department is able to view, modify, delete, and download into said project. And that's again, the TEMA, team member is able to go in there and make those edits.

With the next level down, other departments. So I'm in powertrain. What I would do for paint, what I would do for body weld, what I would do for assembly, is I would allow them to view the project. I would allow them to download it, if they happen to need something and work on it locally.

But they are not able to modify, they're not able to delete. So even if they did download something, start messing with it, they would not be able to re-upload it and overwrite any of our work as far as the powertrain-specific department goes. So that is this third column here.

And then with the project folder, again, the NAMC, the same NAMC, I would allow them to view, modify, delete, download. So that's within their respective department. So powertrain West Virginia, they're able to look at their projects and work within their projects and do everything they need.

And then lastly, is every other NAMC would be able to, again view and download, but not be able to modify or delete. So, same West Virginia team member is able to see their own projects, but they want to reference a project that is in Kentucky because it's essentially a copy--

--and so they can look in there, they can view it, and they can have and get very valuable information, but they cannot overwrite anything within the Kentucky project. They have to bring it into their own. So again, other department, an NAMC member, they're only able to view and download.

And so this creates visibility for all, as you can see, or even accessibility, if you would. But it really restricts the modifying and deleting part, which is the very concern of, or the very reason of why we split up all of our vaults in the first place, along with the security and whatnot.

So just within the powertrain group, I was able to reduce the number of groups that we had. And in our case, the number of groups was equivalent to, there was a cost associated with it. So any reduction in group usage is a monetary savings.

But also, I personally feel that it is a headache saving, where there's less groups that you really have to manage. And it's down to the individual. Was the individual promoted to a manager? You can change their role, because their role has changed. So it's very intuitive that way.

But I was able to reduce the six groups within powertrain itself. And there's opportunity for a lot more reduction there. Also, like I said, reducing the headache or the head count, if you would. Currently, the amount of subject matter experts is reduced to five people. And that's all part-time.

I think I'll disclose that we haven't really had that many admins there, but also, with this new implementation, we don't have to plan for a head count up. We can just keep it the same or even lower it, depending on the situation, which is always a good part.

And it's a system of management that doesn't need to be monitored all the time, or it doesn't need to be somebody's sole role or responsibility. This is something that you can come back to every once in a while and make your updates every Monday and that's all. You don't have to have a dedicated person managing all of these groups, because it is self-sufficient.

And then also kind of linking it back to our controlled, or linking it back to the time to find and share documents. So with the shared data, with this controlled data, just bringing the level of control, that authoritative source of truth, reduces many, many hours of searching or even validating that this is the latest and greatest file.

Oftentimes also, we find a version, an old version of a file and we don't realize that it's an old version until we're a month down the road and we need to make, or we get an update from somebody else. And so this really reduces an unfathomable-- reduces a lot of time that could get lost.

And then transformation, it's really, we're getting that trust back into our files. We, like I said, we have little to no trust in our shared drives, because they're so uncontrolled. But this, with the vault, gives us that authoritative source of truth that everybody can really rely on. They can reference and not have to second guess or drag and drop random folders into different folders unknowingly.

Other than that, that is my session. That's the end of my talk. If you have any questions, feel free to reach out to me. And I hope you have a great day. Thank you.

______
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Yahoo! Japan
We use Yahoo! Japan to deploy digital advertising on sites supported by Yahoo! Japan. Ads are based on both Yahoo! Japan data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that Yahoo! Japan has collected from you. We use the data that we provide to Yahoo! Japan to better customize your digital advertising experience and present you with more relevant ads. Yahoo! Japan Privacy Policy
Naver
We use Naver to deploy digital advertising on sites supported by Naver. Ads are based on both Naver data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that Naver has collected from you. We use the data that we provide to Naver to better customize your digital advertising experience and present you with more relevant ads. Naver Privacy Policy
Quantcast
We use Quantcast to deploy digital advertising on sites supported by Quantcast. Ads are based on both Quantcast data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that Quantcast has collected from you. We use the data that we provide to Quantcast to better customize your digital advertising experience and present you with more relevant ads. Quantcast Privacy Policy
Call Tracking
We use Call Tracking to provide customized phone numbers for our campaigns. This gives you faster access to our agents and helps us more accurately evaluate our performance. We may collect data about your behavior on our sites based on the phone number provided. Call Tracking Privacy Policy
Wunderkind
We use Wunderkind to deploy digital advertising on sites supported by Wunderkind. Ads are based on both Wunderkind data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that Wunderkind has collected from you. We use the data that we provide to Wunderkind to better customize your digital advertising experience and present you with more relevant ads. Wunderkind Privacy Policy
ADC Media
We use ADC Media to deploy digital advertising on sites supported by ADC Media. Ads are based on both ADC Media data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that ADC Media has collected from you. We use the data that we provide to ADC Media to better customize your digital advertising experience and present you with more relevant ads. ADC Media Privacy Policy
AgrantSEM
We use AgrantSEM to deploy digital advertising on sites supported by AgrantSEM. Ads are based on both AgrantSEM data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that AgrantSEM has collected from you. We use the data that we provide to AgrantSEM to better customize your digital advertising experience and present you with more relevant ads. AgrantSEM Privacy Policy
Bidtellect
We use Bidtellect to deploy digital advertising on sites supported by Bidtellect. Ads are based on both Bidtellect data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that Bidtellect has collected from you. We use the data that we provide to Bidtellect to better customize your digital advertising experience and present you with more relevant ads. Bidtellect Privacy Policy
Bing
We use Bing to deploy digital advertising on sites supported by Bing. Ads are based on both Bing data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that Bing has collected from you. We use the data that we provide to Bing to better customize your digital advertising experience and present you with more relevant ads. Bing Privacy Policy
G2Crowd
We use G2Crowd to deploy digital advertising on sites supported by G2Crowd. Ads are based on both G2Crowd data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that G2Crowd has collected from you. We use the data that we provide to G2Crowd to better customize your digital advertising experience and present you with more relevant ads. G2Crowd Privacy Policy
NMPI Display
We use NMPI Display to deploy digital advertising on sites supported by NMPI Display. Ads are based on both NMPI Display data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that NMPI Display has collected from you. We use the data that we provide to NMPI Display to better customize your digital advertising experience and present you with more relevant ads. NMPI Display Privacy Policy
VK
We use VK to deploy digital advertising on sites supported by VK. Ads are based on both VK data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that VK has collected from you. We use the data that we provide to VK to better customize your digital advertising experience and present you with more relevant ads. VK Privacy Policy
Adobe Target
We use Adobe Target to test new features on our sites and customize your experience of these features. To do this, we collect behavioral data while you’re on our sites. This data may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, your IP address or device ID, your Autodesk ID, and others. You may experience a different version of our sites based on feature testing, or view personalized content based on your visitor attributes. Adobe Target Privacy Policy
Google Analytics (Advertising)
We use Google Analytics (Advertising) to deploy digital advertising on sites supported by Google Analytics (Advertising). Ads are based on both Google Analytics (Advertising) data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that Google Analytics (Advertising) has collected from you. We use the data that we provide to Google Analytics (Advertising) to better customize your digital advertising experience and present you with more relevant ads. Google Analytics (Advertising) Privacy Policy
Trendkite
We use Trendkite to deploy digital advertising on sites supported by Trendkite. Ads are based on both Trendkite data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that Trendkite has collected from you. We use the data that we provide to Trendkite to better customize your digital advertising experience and present you with more relevant ads. Trendkite Privacy Policy
Hotjar
We use Hotjar to deploy digital advertising on sites supported by Hotjar. Ads are based on both Hotjar data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that Hotjar has collected from you. We use the data that we provide to Hotjar to better customize your digital advertising experience and present you with more relevant ads. Hotjar Privacy Policy
6 Sense
We use 6 Sense to deploy digital advertising on sites supported by 6 Sense. Ads are based on both 6 Sense data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that 6 Sense has collected from you. We use the data that we provide to 6 Sense to better customize your digital advertising experience and present you with more relevant ads. 6 Sense Privacy Policy
Terminus
We use Terminus to deploy digital advertising on sites supported by Terminus. Ads are based on both Terminus data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that Terminus has collected from you. We use the data that we provide to Terminus to better customize your digital advertising experience and present you with more relevant ads. Terminus Privacy Policy
StackAdapt
We use StackAdapt to deploy digital advertising on sites supported by StackAdapt. Ads are based on both StackAdapt data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that StackAdapt has collected from you. We use the data that we provide to StackAdapt to better customize your digital advertising experience and present you with more relevant ads. StackAdapt Privacy Policy
The Trade Desk
We use The Trade Desk to deploy digital advertising on sites supported by The Trade Desk. Ads are based on both The Trade Desk data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that The Trade Desk has collected from you. We use the data that we provide to The Trade Desk to better customize your digital advertising experience and present you with more relevant ads. The Trade Desk Privacy Policy
RollWorks
We use RollWorks to deploy digital advertising on sites supported by RollWorks. Ads are based on both RollWorks data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that RollWorks has collected from you. We use the data that we provide to RollWorks to better customize your digital advertising experience and present you with more relevant ads. RollWorks Privacy Policy

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