Technical Review Presentation Guidelines
Prepare for your Technical Review presentation by covering key areas such as company overview, product design, manufacturing, quality, and new supplier information. Ensure readiness to discuss critical milestones, technology, certifications, and improvement proposals. Use provided templates for agenda and company overview.
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Presentation Transcript
Technical Review Checklist Please arrive at your Technical Review ready to present and discuss all the following information. The material in this presentation is a guide for a Technical Review do not use this template in your presentation. Allison Transmission Confidential: Business Use Only 1
Agenda Company Overview (Limited to 10 minutes) Product design / Manufacturability Manufacturing Quality Packaging and Logistics Commercial Questions / Clarifications New Supplier Information Allison Transmission Confidential: Business Use Only AT-1927-13 Revised 07/12/2022 2
Company Overview Commercial Overview of Company (Please limit to 10 minutes) Resource Plan Total corporate organization chart clearly identifying the resources allocated for each particular program quoted Investment in production technology and equipment as a % of sales last year Other customers, main suppliers, outsourced processes Program Timing Plan Microsoft Project, or excel timing template acceptable AT-1927-02 available on Allison Transmission Extranet, Supplier Forms Please define critical milestone and delivery dates Launches planned in next 5 years at manufacturing site. Unigraphics compliance and data communication process between Allison, your company and Tiered suppliers Program management and change management system Summarize the key technology, concept or strategy on which your business is based If you are a prospective supplier: Please show similar products currently produced to review during tech review Please work with your Commodity Manager to schedule a supplier introductory meeting (Reference backup slide 12) Quality Certifications of organization and manufacturing facility Allison Transmission Confidential: Business Use Only AT-1927-13 Revised 07/12/2022 3
Product Design / Manufacturability Product description Bill of Materials Illustrations, Exploded Views, etc. (New connectors, routing channels, etc.) Ensure flow chart for manufacturing process is production intent for the parts being reviewed Technologies used Itemize quote assumptions and exceptions to prints and Component Technical Specs Review print dimensions & special specifications that are called out Review details of material specification Review any alternative design proposals being considered Design & Process Validation Plan if design responsible Analysis, design and validation plan If not design responsible, Allison to review DVP&R with supplier Testing/validation facilities and capabilities Leak test Functional test Math Data capability Unigraphics compliance If other model format is used, please request preferred file type Supplier Proposals to Improve Cost, Weight and Quality not constrained by Allison Mandatory Requirements Allison Transmission Confidential: Business Use Only AT-1927-13 Revised 07/12/2022 4
Manufacturing Follow the outline on the next page for molding/machined castings if applicable; if not follow a similar format for the commodity being quoted List the critical tolerances for the components being quoted & what is the proposed inspection method Provide examples of similar parts and tolerances your facility currently produces with the historical CpK values for those dimensions If any operations will be outsourced provide the company names that will conduct the outsourced operation Allison Transmission Confidential: Business Use Only AT-1927-13 Revised 07/12/2022 5
Manufacturing-Molding/Machined Casting Example Part Number-specific Process Flow Including: Detailed Process flow with emphasis on highlighting key characteristics performed at each operation Highlighted datum structures referencing ATI blueprint at each operation Manufacturing location, plant w/duns code, capacity, plant layout, manufacturing process validation plan Equipment brand, model, year, size Core Process equipment brand, model, year, size, estimated cycle time Molding Process equipment brand, model, year, size, estimated cycle time Flow modeling / simulation scans can be used for part verification and/or PPAP Verify print tolerances can be met Special Manufacturing Techniques Special Tooling material, size, patterns per mold, gating & riser locations Special Gauging frequency, measurement equipment, measurement method Special Containment Procedures (GP-12) Special Testing Error Proofing/Detection with emphasis on pass-thru characteristics Estimated cycle time with capacity and capability verification (AT-1960-A to be used) Features/dimensions machined emphasis on special characteristics Clamp and fixture location Part loading and unloading Allison Transmission Confidential: Business Use Only AT-1927-13 Revised 07/12/2022 6
Quality Quality metrics APQP (Advance Product Quality Planning) Typical traceability plan Provide quality control process and tools through development and production Preliminary PFMEA / Control Plan (a representative PFMEA / Control Plan may be used if part-specific not available) Provide capability data on similar parts Provide plan to address or status on open action items from Potential Supplier Assessment (New Suppliers) Training Program Describe the operator training or certification program Describe how critical operations are identified and method to ensure that only trained or certified operators are used Customer Returns Process Describe process used to manage the problem-solving activities on suspected non-conforming parts reported by ATI Include the organizational structure that manages and executes the returns process Lessons Learned from product audits, customer returns, scrap and rework (If not current supplier for part, Allison SQE to provide) Describe how Lessons Learned are captured and integrated into new designs or applicable current product lines Prevention of historical SQNs, Allison CPIT/IRT issues At a minimum include front page from 8-steps Review any questions from Supplier Quality Manual Review ability to submit an IMDS declaration before PPAP Request and review ATI best practices Best practices to be obtained from ATI SQE. Internal PPM (Parts per million), External PPM, Scrap % Internal and External PPM reduction plan per year for the last 5 years Delivery performance Certifications (i.e.. IATF16949, QS, ISO, EAR ) Allison Transmission Confidential: Business Use Only AT-1927-13 Revised 07/12/2022 7
Packing and Logistics Anticipated packaging design (AT-1703) If returnable, ATI to provide AT-1703 & Supplier to confirm acceptance Need to understand alternate expendable packaging plan on parts where returnable containers are planned in case we get into a situation where we need to use an alternate pack plan Provide detail costs for returnable and expendable packaging designs If expendable packaging is used, ensure packaging dimensions are provided in AT-1703 ATI Standard Incoterms by region: United States Domestic / International: FOB Canada: EXW International Suppliers provide the warehouse name, address, and ship container load that was quoted Ship from address Make sure vendor codes, or actual ship from locations are listed if different than manufacturing facility Review AT-1700 & AT-1724 and provide a list of any questions or exceptions Specify the Tariff classification Free trade zone location Review Transportation and Routing instructions C-TPAT Certification (If available) Allison Transmission Confidential: Business Use Only AT-1927-13 Revised 07/12/2022 8
Commercial Provide and review: Completed Cost Breakdown sheets (AT-1804, AT-1810 documents) all operations must be broken down on AT-1804 If quoting with an index tracked raw material, please list the index and base quoted Letterhead Quote If applicable, list quote expiration date Tooling cost, capacity & line-ups ATI standard tooling terms and conditions are 100% paid after PPAP approval If quoting internationally VAT to be included in tooling quote and listed on AT-1810 Minimum order quantities Payment terms ATI standard domestic payment terms are Net 60 If quoting globally, please ask CM for ATI standard payment term for region Metal market program If quoting with an index tracked raw material, please list the index and base quoted List of your potential Tiered Suppliers and the selection criteria used Explain how tiered suppliers will meet capacity requirements Review long term plan for potential tiered operations Allison Transmission Confidential: Business Use Only AT-1927-13 Revised 07/12/2022 9
Questions / Clarifications Supplier to recap action items, assign owners & dates Please use AT-1927-05 to capture open issues/questions Commodity Manager to define next steps Allison Transmission Confidential: Business Use Only AT-1927-13 Revised 06/22/2022 10
Required Forms AT-1804_1810-Piece Cost & Production Tooling Cost Breakdowns AT-1927-02 Timing Chart or other Detailed Timing chart AT-1927 Supplier Quality Manual AT-1927-04 Required Quality Info AT-1927-05 Open Issues AT-1927-19 Mfg. Feasibility Letter AT-1703-Container or Packaging Assumption AT-1960-A Run at Rate Summary (Enter LCR and Calculated SCR) Certifications (i.e., IATF16949, QS, ISO, EAR ) Supplier Quality Best Practices *All forms are to be filled out completely and submitted before Technical Review. Except for Supplier Quality Best Practices (provided by SQE), all forms may be located on www.allisontransmission.com in Suppliers/Supplier Forms Allison Transmission Confidential: Business Use Only AT-1927-13 Revised 06/22/2022 11
New Supplier Agenda for Introductory Meeting Material Topic Presenter Topic Leadership Structure Succession Planning Organization 10 Personnel minutes Growth strategy - new market targets, merger & acquisitions, projected growth for sales, etc. Key Customers current and new New Programs new program launches Delivery & Quality Performance Capacity current capacity and constrains Industry Changes challenges, opportunities and changes 30 Commercial minutes Supplier Process, Product & Material Advance, new and emerging markets Investments Current Capabilities & Core Strengths Technology & Technical Capabilities 30* minutes * Depending on technology Allison Transmission Confidential: Business Use Only 12
