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Fast Tracking Your Material Compliance
Data Collection Program
Thank You for Joining the Webinar. We Will Be Starting Shortly.
www.ipoint-systems.com www.ihsmarkit.com
1
Fast Tracking Your Material Compliance
Data Collection Program
www.ipoint-systems.com www.ihsmarkit.com
2
Speakers
Marc Church
President,
U.S. Sales and Operations
iPoint, Inc.
Scott Wilson
Content Solutions Strategist
IHS Markit
3
Agenda
• iPoint Overview / IHS Overview
• Background / Context
• Elements of a Success Material Compliance Program
• Fast Tracking Your Compliance Program
1. Project Setup
2. Loading BOMs and performing gap analysis
3. Leverage information from 3rd Party Reference Databases
4. Automate Data Collection
5. Leverage third Party Content Services (IHS Markit)
6. Automate Analysis and Reporting
• Summary
• Questions & Answers
4
1. iPoint Overview 5
iPoint in Numbers
in business
since
150 97 %
employees
2001
and growing
11
customer
renewal
rate
locations worldwide
45,000+ impacting
new customers
per month customers 250 100 million
> 500 from
110 leading global
products
countries manufacturers
iPoint is a software and services company focused on
product & process compliance & sustainability.
6
iPoint Worldwide
Americas Europe Asia
iPoint-systems AB
Växjö, Sweden
iPoint Ltd. iPoint Software and
Manchester, UK iPoint-systems gmbh Information Technology
Headquarters
iPoint Korea
iPoint Inc. Reutlingen, Germany (Shanghai) Ltd. Suwon, Korea
Ann Arbor, MI, USA iPoint France Shanghai, China
Paris, France
iPoint Inc. iPoint-systems gmbh iPoint Japan
Munich, Germany TisaMax Technical
Los Angeles, CA, USA Co Ltd
Co., LTD
Tokyo, Japan
New Tapei City, Taiwan
iPoint-Austria GmbH
Vienna, Austria
7
Many Regulations – One Solution
Design For Environment
Reusability
Recyclability ELV (IMDS, CAMDS)
Recoverability RoHS 2, CE, WEEE
REACH
DATA, RISK &
TSCA Cal. Prop. 65
PROCESS MGMT.
+
SUPPLY CHAIN Conflict Minerals CSR
INTEGRATION
Slavery, Human Trafficking
Environmental Mgmt.
Life Cycle Assessment
Plant Safety EHS
Alternatives Analysis
Occupational Safety
8
2. IHS Overview 9
We help 50,000+ customers in
140+ countries address
FINANCIAL
strategic challenges with CHEMICAL MARKETS DATA
& SERVICES
interconnected areas of
ECONOMICS &
expertise ENERGY COUNTRY RISK
ENGINEERING &
AUTOMOTIVE
PRODUCT DESIGN
AEROSPACE, OPERATIONAL RISK
DEFENSE & & REGULATORY
SECURITY COMPLIANCE
MARITIME TECHNOLOGY,
& TRADE MEDIA &
TELECOM
DIGITAL & WEB
SOLUTIONS
10
© 2017 IHS Markit. All Rights Reserved.IHS Parts Solutions
IHS CAPS Universe Electronics Database
USE MODELS I H S PA R T S S O L U T I O N S
? Obsolescence, Component
Availability and Part Research
World’s Largest And Most Comprehensive
Component Database
Second Sourcing &
Component Replacement
Environmental
Compliance
Export
Controls
o Over 500M maintained parts
Conflict Minerals
o Similar parts grouped together in hierarchical
Compliance
classification and described in a standard way
Counterfeit o Rich content enables critical finding, compliance,
Avoidance lifecycle and maintenance use models
11IHS Parts Solutions
A P P L I C AT I O N / S E R V I C E C A PA B I L I T Y
BOM-based part analysis and reporting:
BI BOM Intelligence obsolescence, compliance, etc.; PCN/EOL
Web based Alerting
Part of BOM Intelligence (but avail
CAPS U Catalog separately) Part Catalog capabilities: part
Web based look-up, research, alternates, NPI, export …
Integration interface to dynamically
Web Services integrate Client applications to CAPSU;
XML-based API Alert on changes (also see PCNAlert)
Material Compliance and Conflict Mineral
SH CM MC Product Compliance
Compliance and Reporting; SustainHub
Platform and Applications
Supplier Portal
Obsolescence, Material Compliance,
CS Content Services Export Control, Conflict Minerals; and
Content and Capabilities other content for all types of Parts
12Regulatory Background and Context 13
Regulation Notes: Updates Continue!
RoHS Requirement Note Cat: 8: 9: 11:
1-7,10* Medical Monitor & other
Device Control EEE
EU RoHS 2 • Restricts 6 substances Homogenou Jan July 2014 July 2017 July
(2011/65/EU) • CE Marking s Level 2013 2018
• Declaration of Conformity
• Technical File (EN 50581)
+4 Phthalates • Restricts 4 phthalates Homogenou July July 2021 July 2021 July
(2015/863/EU) s Level 2019 2019
EU RoHS 3 • EU review of the Directive per Article 24 of RoHS 2 directive by July 2021
* Categories 1-7: small and large household appliances, IT and telecom equipment, consumer equipment, lighting equipment, electrical and
electronic tools; toys, leisure and sports equipment; automatic dispensers
REACH Requirement Note
REACH (EC) No • Notification to ECHA of SVHC in articles (Article 7) • Article Level
1907/2006 >0.1% and > 1 tonne/yr.; unless no exposure • Once an article always an article
• Communication of SVHC in articles (Article 33) (court case C-106/14)
• Restrictions of some SVHC (Annex XVII) • 174 SVHC as of today
CA Prop 65 Requirement Notes & Dates
Safe Drinking • Determine if any prop 65 substances in products • Exposure level driven rather
Water and Toxic • Determine if exposure and if levels require a warning than concentration
Enforcement Act • Provide clear and reasonable warning • Compliance by August 2018
of 1986
14Elements of a Success Material
Compliance Program
15In a perfect world…
BOM
Material Compliance
BOM
…you would always have the
content you need
16Program Overview
Automated Direct
Content Sourcing from
Suppliers
3rd Party Content (IHS
Markit)
Internal Compliance
Part Library
BOM
BOMS Leverage Existing Leverage IHS Source the GAP
• Parts Content Compliance Content
BOM Automated Report Roll-
Up with Completed Part
Compliance Content
BOM Compliance Analysis
17 February 2016· © 2016 iPoint-systems gmbhProgram Overview
Existing Parts Define Supplier
Compliance Content Communication /
Acceptance / Corrective
Project Existing Supplier /
Contacts
Action
set-up tasks
Automated Supplier
Requests
Supplier / Contacts 3rd Party Content (IHS Supplier Response via
Markit) Portal
Internal Compliance Review provided
Part Library content and accept /
reject
BOM
BOMS Leverage Existing Leverage IHS Source the GAP
• Parts Content Compliance Content
BOM Automated Report Roll-
Up with Completed Part
Compliance Content BOM Compliance Analysis
18 February 2016· © 2016 iPoint-systems gmbhFast Tracking Your Material Compliance
Data Collection Program
19Project Set Up 20
1. Project Setup
Fast Track: Existing Content
• Migrate supplier contact information from existing systems
− Identify existing contact information from all sources
− Support multiple contacts per company and area of expertise
• Migrate existing compliance information
− Identify existing internal compliance content and assess for
usefulness
− Determine if part by part review with new acceptance criteria is
needed
− Use automated tools to load data
− For review and acceptance
− Bulk load and accept as is
211. Project Setup
Fast Track: Supplier Communication Plan
(a)
• Define supplier communication process
− Acceptance criteria
− Corrective action plan
− Escalation processes
− Track supplier responsiveness
• Requesting Information
− Include background and make clear request (use a standard)
− Maintain supplier contacts per area of compliance and use
− Provide supplier training and support
221. Project Setup
Fast Track: Supplier Communication Plan
(b)
• Empower Suppliers
− Automated Tools
• Support Suppliers with 3rd party content services (IHS Markit)
− Accept responses via email if supplier preference
− Accept FMD in any clear format, process, standardize
23Loading BOMs and Performing Gap Analysis 24
2. Perform Gap Analysis
Fast Track
1. Load BOM from PLM / ERP system—or Complete Part List
2. Determine what compliance part content is available in your
compliance library, in reference databases and what needs to be
Directly Sourced
Parts and CAPSU Matching Analysis IHS CAPS Universe Environmental Coverage
Mismatch
Submitted Part (support mfr No Submitted Parts REACH REACH
Records Duplicate Parts Exact Match Close Match but not part) Match (Unique) RoHS Y/N RoHS CoC SVHC Y/N CoC FMD
19,525 582 11,762 2,214 3,487 1,480 18,943 11,500 9,168 10,998 10,681 6,417
2.98% 60% 11% 18% 8% 61% 48% 58% 56% 34%
REACH REACH
Matched Parts RoHS Y/N RoHS CoC SVHC Y/N CoC FMD
Mismatch
Part Match to IHS CAPS Universe (support mfr
13,976 82% 66% 79% 76% 46%
but not part)
18%
Close
Match No Match
Environmental Coverage
11% 8%
Duplicate Parts FMD
3%
REACH CoC
REACH SVHC Y/N
Exact Match
60% RoHS CoC
RoHS Y/N
0% 10% 20% 30% 40% 50% 60% 70% 80% 90%
25Leverage Information from 3rd Party
Reference Databases
263. Leverage compliance content from
IHS CAPS Universe (CAPSU View)
273. Leverage CAPSU—match and pull
into iPoint Material Compliance
283. Leveraging Content during three
compliance content processes
Initial Build
• When first implementing a new system and need massive
content for existing products and parts
New Part Introduction
• When first implementing a new system and need massive
content for existing products and supported parts
Maintenance
• Update to compliance information due to:
• Changes in regulations
• Expiring exemptions
• Changes to the part
29Automate Data
Collection
30What Are the Benefits of Automating Your Compliance Program?
• Reduces Time/Cost
o Eliminates manual processes
• Frees Up Resources
o Key staff can spend more time on other activities such as:
• Monitoring changing customer requirements
• Discussions with management
• Overall business process improvements
• Provides Scalability
o Easily incorporate other business units
o New acquisitions
• Provides Consistent/Predictable Process for Suppliers to Follow
o Standard processes make it easier for suppliers to submit data
• Reduces Human Error
• Makes Auditing Easier/Safer
31Using Material Compliance Software
Software Automation Options
1. Systems integration with
other key business systems
2. Supplier communications
3. Supplier submission
4. Data review/analysis
5. Data export and reporting
iPoint Compliance Agent
32Automating Systems Integration
• Data Flow Into the Application
o Supplier contact information
o Purchased parts list
o Bills of Materials
o Process approval for new chemicals/materials
• Data Flow Out of the Application
o
o
Part/compliance flags
Supplier grading
Systems
o Management reports Integration
o Other statistics
• Methodology
o Web services
o Batch File Processing
o Staging Tables
33 February 2016· © 2016 iPoint-systems gmbhFast Tracking Supplier Communication
• Supplier Communication
− Automate Initial Emails
• Can be triggered upon
activation of a new part or
supplier in the software Supplier
• Can be triggered based on a Communication
change to a directive or
regulation
− Automate Reminders
− 15, 30 and 60 day cycles with
escalating messages
− Have a “new account” ready when
the supplier is ready to submit
− Automatically update supplier
contact information
• Escalation Processes
o Automate the process of internal escalation
• Emails/data sent to purchasing or supply
chain
34 February 2016· © 2016 iPoint-systems gmbhFast Tracking Supplier Submissions
• Provide multiple methods of receiving data
o Monitor your designated email box
and automatically forward requests
matched by the request ID and
supplier ID within the email subject Supplier
o Use software provided portals Submissions
(SustainHub)
o Integrate with other industry
portals
• Insure the preferred portal allows suppliers to
“build” their submission, not just “send” their
submission
• Insure the portal allows suppliers the option
to reach down to their own supply chain…and
so on
• When a supplier submits data, the portal
should check at the time of submission for
errors, allow then to be corrected before
sending
• Determine if automatic accept/reject criterial
meets your companies risk portfolio
35 February 2016· © 2016 iPoint-systems gmbhLeverage Third Party Content Services 36
Outsourcing Addresses Key Compliance
Process Challenges
Without Outsourcing With Outsourcing
• Compliance is an add on task, and not the • Internal staff can focus on core
core job of individuals and not the core responsibilities while handing off
competency of companies. compliance business processes to
• Resources work as needed, frequent experts.
starts and stops, viewed as a distraction • Eliminates staff frustrations related to
• Business processes are ad hoc - tend not starts and stops
to be based on best practices • Process expertise coupled with best in
• Limited resources means a lack of best-in- class software tools have a positive
class automation and data management impact on your company’s business
tools process including supplier
responsiveness. Vendors drive best
• Process is ineffective and costly practices as a competitive differentiator
• Provides economies of scale to reduce
process costs
• Provides a path for internal staff to take
over the program later if desired
37Supplier Responsiveness with Sourcing
• Function of company
participation/commitment
• Escalation policy
• Company/vendor
collaboration
% Response
• Reminders
• Supplier Assistance
• Supplier training webinars
• Advance letter
• Initial Survey Request
38What to look for in an Out Sourcing
Partner?
• Industry Leadership and Collaboration
− Staff who understand the required processes and regulations to build
and run a successful program
• Experience
− Operational know-how with proven record of success
− References
• Right tools and technology
− Rich functionality with automation to reduce errors, ensure quality, and
maximize efficiency
• Scalability
− Breadth of offering
− Adaptable to change
39Automate Analysis and Reporting 40
Fast Tracking Analysis
• Work with the software provider to
automate updates in changes to
regulations/directives
• Avoid manual data analysis where possible
Analysis and
o Frees up time for unique analysis and
reporting Reporting
• Automate incoming responses
o Pre-defined acceptance criteria
o Pre-defined rejection criteria
• Include rejection reason and means
of correction
41 February 2016· © 2016 iPoint-systems gmbhFast Tracking Reporting
• Centralize your data and system of
record
o Easy access to raw data
o Automated reports (Reach, RoHS, Analysis and
etc) Reporting
o Quickly generate Certificates of
Compliance (CoC’s) or compliance
letters
• Provide Management Dashboards for
company wide distribution of
information
• Send compliance flags or other
information back to internal systems
o CAD
o PLM/ERP
o Supplier “Grading” Systems
• Automatically track supplier
communication and overall due
diligence
o Critical for internal or external
audits
• Moves your company from a “point-in-
42 time" compliance program to a February 2016· © 2016 iPoint-systems gmbhSummary 43
Program Overview
Existing Parts Define Supplier
Compliance Content Communication /
Acceptance / Corrective
Project Existing Supplier /
Contacts
Action
set-up tasks
Automated Supplier
Requests
Supplier / Contacts 3rd Party Content (IHS Supplier Response via
Markit) Portal
Internal Compliance Review provided
Part Library content and accept /
reject
BOM
BOMS Leverage Existing Leverage IHS Source the GAP
• Parts Content Compliance Content
BOM Automated Report Roll-
Up with Completed Part
Compliance Content BOM Compliance Analysis
44 February 2016· © 2016 iPoint-systems gmbhQuestions? 45
Questions for Speakers
Marc Church
President,
U.S. Sales and Operations
iPoint, Inc.
Scott Wilson
Content Solutions Strategist
IHS Markit
46Thank you for
Attending!
47iPoint Worldwide
Germany USA Austria UK Japan
iPoint-systems gmbh iPoint Inc. iPoint-Austria GmbH iPoint Ltd. iPoint Japan Co Ltd
Reutlingen, Headquarters Ann Arbor Vienna Manchester Tokyo
Ludwig-Erhard-Straße 58 255 East Liberty, Suite 287 Ignaz-Köck-Straße 10 Unit 10135 Oak Minami-Azabu Building 2F
72760 Reutlingen Ann Arbor, MI 48104 Top 3.04 PO Box 4336 3-19-23 Minami-Azabu, Minato-ku
Tel. +49 7121 14489-60 Tel. +1 248 282-4085 1210 Vienna Manchester, M61 0BW Tokyo, Japan 106-0047
Fax +49 7121 14489-89 Fax +1 248 886-9121 Tel. +43 1 2720370-10 Tel. +44 1204 819051 Phone +81 3 4580 1273
info@ipoint-systems.de info@ipointinc.com Fax +43 1 2720370-11 Fax +44 1942 859199 info-japan@ipoint-systems.com
info@ipoint-austria.at info@ipoint-systems.com
Munich Los Angeles
Therese-Giehse-Platz 6 25350 Magic Mountain France & Benelux China South Korea
82110 Germering Parkway, Suite 300 iPoint-systems gmbh iPoint Software and Information iPoint Korea
Tel. +49 89 800 6588-18 Valencia, CA 91355 Paris Technology (Shanghai) Ltd. Suwon
Fax +49 89 800 6588-20 T +1 248-707-0350 Tel. +33 788 919 985 Shanghai Boeun bldg 304, 1029-8
info.muc@ipoint-systems.de info@ipointinc.com france@ipoint-systems.com Room No. 331, Catering Part 2, 3F Yeongtong 1-dong
Huadu Building, Yeongtong-gu
Zhangyang Road 828 – 838, 443 815 Suwon-si, Gyeonggi-do
Sweden
China (shanghai) Free Trade Pilot Zone Tel. +82 31-203-4570
iPoint-systems AB Shanghai, China info-korea@ipoint-systems.com
Växjö info-china@ipoint-systems.com
Framtidsvägen 16
SE-351 96 Växjö
Tel. +46 (70) 6405489
info@ipoint-systems.se
ipoint-systems.comCopyright 2017 iPoint-systems gmbh
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