The slide deck from the OpenBOM Education Webinars. In this presentation we speak about who is involved in the process of creation and use of Bill of Materials and related information

1. Who’s Who in BOM
Management
Steve Hess
Director of User Experience, OpenBOM
stevehess@openbom.com
Wednesday December 11th, 2019
© OpenBOM, 2019 (Newman Cloud Inc.)

2. This webinar is NOT a deep dive BOM or
Manufacturing theory.
This is a “Marketing Free” event!
This webinar is 30 minute or less discussion of who the
contributors & consumers are in an effective BOM process.
We will do a live demo….. With Q&A
© OpenBOM, 2019 (Newman Cloud Inc.)

3. Definitions: (typical)
A Bill of Materials is a list of the raw materials, sub-assemblies, intermediate assemblies,
sub-components, parts, and the quantities of each needed to manufacture an end product.
A Catalog is a list of parts used by your company to make your products. Often called an INventory or an
Item Master, its a list of parts and sub-assemblies needed to put your final product together.
A Part Number is an unambiguous identifier of a particular part design. Its purpose is to simplify reference
to that part.
A Part (Often called an Item) is generally defined as a thing in your BOM.
A Property is the piece of data you wish to store for a particular Item, the column header (ex. Cost or
Description)
© OpenBOM, 2018 (Newman Cloud Inc.)

4. What is a Bill of Materials? Our definition from Webinar #13
A list of all materials, information and
quantities required in a process.
© OpenBOM, 2019 (Newman Cloud Inc.)

5. Vendors and
Materials
Purchasing
and Sourcing
Assembly
Test and
Validation
Validate Item
Master
Create BOM
Structure
© OpenBOM, 2019 (Newman Cloud Inc.)
Manufacturing
Shipment
Sample: A Skateboard Manufacturing Company

6. Vendors and
Materials
Purchasing
and Sourcing
Assembly
Test,
Validation,
Docum
Validate Item
Master
Create BOM
Structure
© OpenBOM, 2019 (Newman Cloud Inc.)
Manufacturing
Shipment
Proto BOM
Materials on hand
Assign and
define
Purchase parts
and materials
Manufacture
parts. CNC ?
Based on
product
structure
CMM, Users
guide
CAD ?

7. © OpenBOM, 2019 (Newman Cloud Inc.)
Validate Item
Master
Create BOM
Structure
Vendors and
Materials
Purchasing
and Sourcing
Manufacturing Assembly
Test, Valid,
Doc
Shipment
Stockroom / Inventory Manager
O Receiving clerk
O Quickbooks/Accounting person
→ Catalog, RW
Engineer / Designer
O Extract from CAD
O Construct in Excel
→ BOM, RW
Manufacturing Engineer
or Planner
O Manage Vendor List
O Spec materials
→ BOM, RW
SLM Manager
O Accounting / PO person
→ BOM, RO, SLM View
(Views of data in next
webinar)
Machine Operators
O Internal / Shop floor
O External / Sub-cons
→ BOM, RO, MFG View
Assembly line managers
O Shop floor
O Pick N Place programmers
→ BOM, RO
Quality Control
O CMM Operator
O QA Team
O Tech pubs
→ BOM, RO
So Who’s Who in the proces?
O Sales
O Billing
O Accounting
O Inventory manager
→ Catalog, RO

8. Live demo…
Open Solidworks Longboard assembly
Create BOM. OpenBOM show item info
Open Catalog
Share Catalog with stevehess+stockroom@newmancloud.com
Incognito Sign in as stockroom and set Quantities on Hand
Share Catalog with stevehess+manufeng@newmancloud.com
Incognito Sign in as manufeng and set Vendors
Adds Material to Catalog
As you can see all this sharing does become work,
Review Team feature
Note subcon is set to readonly
Open Incognito browser sign in as subcon
Open longboard BOM
As you can see the entire process can be controlled by sharing with proper permissions with your team.
© OpenBOM, 2019 (Newman Cloud Inc.)

9. © OpenBOM, 2019 (Newman Cloud Inc.)
Secret of success → Share Your BOM
and Catalog with your team!
OpenBOM and other
BOM tools offer a
Team approach which
greatly improves the
share experience. No
need to share each
BOM/Catalog
individually.

10. © OpenBOM, 2019 (Newman Cloud Inc.)
Closing thoughts of Who’s Who in your BOM process?
● Sketch out your information flow process. Literally write it down!
● Clarify By Function group the contributors and consumers of the BOM data
● Identify individuals in each groups and their required access (RO/RW)
● Establish a process in your Company to share BOM resources accordingly
● Consider using a Team version of your BOM Management tool to simplify
● Share your BOM ← Absolutely the secret to success!!
● Publish a diagram similar to my slide on your office wall
● Watch Webinars #2 and #13 - essentials to an effective BOM

11. References
OpenBOM blog http://www.openbom.com/blog
A deep dive into properties https://www.youtube.com/watch?v=LQOlHTLzBSo
OpenBOM Key Concepts https://www.youtube.com/watch?v=TQqjjM0x70E
Business.com - Importance of a BOM https://www.business.com/articles/bill-of-materials/
My Webinar Playlist: https://www.youtube.com/playlist?list=PL6nXtFuNki7nSNXmw_fWGTFeKo8Y3EPJ3
OpenBOM 101 - Collaboration
http://www.openbom.com/blog/openbom-101-real-time-collaboration-and-simultaneous-bill-of-materials-editing
OpenBOM 101 - Provisioning Team Members http://www.openbom.com/blog/openbom-101-provisioning-team-member
Webinar #2 - Create a well organized BOM
https://www.youtube.com/watch?v=GCf2AN2QOiE&list=PL6nXtFuNki7nSNXmw_fWGTFeKo8Y3EPJ3
© OpenBOM, 2019 (Newman Cloud Inc.)

12. Questions?
Please type into the webinar panel or send to support@openbom.com
More information at www.openbom.com
© OpenBOM, 2019 (Newman Cloud Inc.)