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Integration of the PLM syste
with other applications
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Different stages of deployme
A well prepared development project eliminaof failure.
Deployment of PLM project requires time anresources. Right people: skills, expertise, knowledgeetc
Sufficient time: projects may take months to year>> cos size, chosen system, approach take
Being a computer-based system, PLM needready for rapid changes after implementatio
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Factors to consider in a PLM proj
Cos size
Cos enterprisecharacter
Scope
of the system
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Stages of the PLM system proj
1 Understanding the need for change
2 Choosing a system
3 Realization stage of the project
4 Accomplishing change in the organization
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Understanding the need for chan
The need for change may come up in sevdifferent ways. Gradual.
E.g., Problems have reached their tolerance levels
Spontaneous.
E.g., Conceived at strategic planning session.
Likewise, the understanding and acceptathe need for change.
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Reasons for the need to chan
Taking the steps to effect changes may bdecided by several reasons;
To improve after sales market share:
Maintenance, spare parts, customer satisfaction..e
To reduce time-to-market: Design/Parts reuse, Flexible configurationsetc.
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Perceiving the need for a chan
The need for change can arise from: The management level.
The operative level.
Most important, the management level m
understands the significance of PLM provides support throughout the project.
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Study of present (AS IS)
and objective (TO BE) processe
PLM project is a development project forbusiness processes related to the format
use of product information.
It is only a tool that can be used to bring s
and discipline to these processes. An absence of discipline in the process is oft
serious problem.
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Bringing in discipline to business proc
Sources of the problems:- Lack of guidance and documentation for new employee
- Lack of instructions for using IT systems
- Unclear understanding of the overall picture and meaniprocess
- Unclear division of responsibilities between different de
- Alternative ways of performing tasks
- No management of different revisions and variations ofdocumentation
- No management of different revisions and variations of
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AS IS
AS IS and TO BE processes
Understand the
present state of
product data
and LCM.>> check
existing docs.
>> hired
consultants to
help.
TO BE
Se
fo
pr~use the PLM maturity model
PLM i d l
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PLM maturity model
1 Unstructured The PLM topic has been recognized and its importance agreed. Work must be done to define
concept and standards. However, at present, there are no defined approaches concerning lif
lifecycle and product management issues are resolved by individuals on a case-by-case basis
2 Repeatablebut
intuitive
Lifecycle and product management processes have developed to the stage where similar pro
different people undertaking the same task (i.e. the processes function on ad hoc bases). Th
development, definition,training, or communication of standard processes; all responsibility is left to individuals. The
high degree of reliance on individual knowledge and therefore errors occur.
3 Defined Processes and basic concepts are standardized, defined, documented, and communicated th
training. However, the human factor is important, there is no end-to-end PLM process suppo
completely or partially manual from the process point of view. IT systems support individual
PLM processes or basic PLM concepts are not best-of-the-breed, nor are they uniform throu
however they are formalized.
4 Managedand
measurable
Processes and basic concepts are standardized, defined, documented, and communicated thtraining. However, the human factor is important, there is no end-to-end PLM process suppo
completely or partially manual from the process point of view. IT systems support individual
PLM processes or basic PLM concepts are not best-of-the-breed, nor are they uniform throu
however they are formalized.
5 Optimal Processes and basic concepts are standardized, defined, documented, and communicated th
training. However, the human factor is important, there is no end-to-end PLM process suppo
completely or partially manual from the process point of view. IT systems support individual
PLM processes or basic PLM concepts are not best-of-the-breed, nor are they uniform throuhowever they are formalized.
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Choosing a system
Immediate PLM
implementation is difficult, it
depends on the cos:
Extensiveness of operations,
Financial resource,
Human resource.
~different business units, organizations,
or locations, vary in maturity that require
different development paths.
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The phases involved in choosing a s
Becoming acquainted with existing systems and their supp
Visits to companies using the systems.
Choice of systems to pilot.
Piloting the systems.
Negotiating commercial terms, project content and timetab
Selecting a system.
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The phases involved in choosing a sGet acquainted with existing systemsand their suppliers
Visit companies using the systems
Select systems to pilot
Pilot the systems
Negotiate commercial terms, projectcontent and timetables
Choose a system
2 ways
Customize thesoftware to matchrequirements
DoMex
~ provide new,
customized
functions.~ more expensive.
~ slow deployment.
~ requires upgrading
(with newer system
versions).
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Points to consider when choosing a s1. The principal market (industrial sector) of the PLM software in question, the soft
products roadmap or development plan, and the software companys vision for
future
2. The softwares functional and technical features; its limitations, architecture andscalability
3. The level of integration; opportunities for use of standard technologies (e.g. XM
4. The amount of implementation work and the time required, own versus outside w
5. Ease of maintenance
6. Ease and comfort of use
7. Available support and other supplier services, such as user conferences8. Total price: work, licenses, maintenance, new third-party software, acquisition of
expertise, hardware
9. Existing implmentations, reference visits
10. The PLM programs support for multilingual item and documentation managem
11. Interface language versions.
R li ti t f th j t
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Realization stage of the project
Sub-project
Sub-project
Sub-project
Sub-project
PLMproject
Divide the project into
several subprojects
~ system start-ups are usually in
several different locations.
~ introducing all functionalities of
the system in all offices at thesame time is difficult.
~ different areas require different
expertise.
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Project stages
Start of the project
Visit companies using the systems
Preparation and planning of theproject
Start up phase of the system
Feedback and action
T k i i i th j t l
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Tasks arising in the project plan
- Survey of resource requirements
- Creation of the project organization
- Basic PLM training for the project group
- Study of present and target processes
- Definition of objectives
- Definition of the intended PLM system
- Functionalities of the PLM system in the processes of
the company
- Creation of an IT system map
- Definition of the desired product information/data
model
- Definitions of item groups, item descriptions,
translations, attributes and other property data
- Definitions of document types, groups, descriptions,
and other property data
- Other data model objects, such as projects, customers,
and products
- Different statuses and their handling
- Work flows and their definitions
- Definitions of interfaces to ot
- Creation of databases
- Installation of test environme
- Basic parameters of the syste
- Implementation of system int
- Preparation for the transfer o
transfer tools
- Possible improvement plans f
- Cleaning and harmonization o
- Document transfers
- Item transfers
- Training for the project group- Advanced PLM training for th
- Creation of document templa
- Creation of work instructions
- Installation of the production
- System administrator training
- End user training
- System interfaces
- Testing, approvals
h f f d d
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The transfer of items and documen
estimatingdocumentation:Life cycle status handling of the
document.
Life cycle status handling of theproduct related to thedocumentation.
Number of documents.
Significance of the productrelated to the documentation.
estimating items:Life cycle status han
items (activity: is thin production/
in spare part use/not u
anymore, etc.)Availability of item in
from other systems
Possible use of the itother departments
~from old systems or even from outside the old systems to the
must be considered, case by case.
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Start up
The beginning of production
use can be handled, and isoften best handled thru phase
by phase; sector by sector.
The features and properties of the
software are so complex that
everything cannot be used at
once.
Phasing exam
Management of CAD dra
CAD models.
Management of item info
Management of item stru
Management of product
documentation.Management of project
documentation.
Management of other do
entities.
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Steering group
The steering group needs to:
To co-ordinate the progress of the project.
To prepare the projects enterprise leveldecisions for presentation to the companysmanagement team.
To make decisions that are related to theproject and which affect the modes of actionof company.
To be responsible for the costs of the project.
To be responsible for project schedule.
To support the project managers.
To motivate employees in favour of the project.
The membership
steering group(cdiscipline)
R&D managerProduction manageIT manager
Development manaMarketing manageSales managerQuality managerBusiness unit manaManaging Director/
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Project group
The project group
consists of individualswith specific skills,knowledge andexpertise drawn fromseveral disciplines.
The group will perform
all the tasks and takeresponsibility for alltechnical problems andbusiness processissues.
CAD development
personsR&D personnel
Mechanical engineers
Electrical engineers
System engineers
Software engineers
Factory managersProduction engineers
IT personnel
System administrators
Marke
perso
Techn
engine
Spare
Logist
Order
Documengine
Qualit
Busin
P j
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Project manager
The project managers central tasks
are among other things:
To maintain contact with the system
suppliers.
To co-ordinate the internal meetings
required for the project.
To organize the work to be done in the
project.To solve problems appearing in the
project.
To provide information about the
progress of the project. An organization model fo
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Anticipated problems
Potential risks in: The creation of uniform modes of action.
The division on the use of the system betweeand departments.
The definition and deployment of system inte
The operating problems/technical errors in thsoftware
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Accomplishing change in the organiz
PLM:Change
Project
Organizationalchange
New way ofthinking
New ways ofworking
New way ofsharing
informationand expertise
~Information has
become the most
important
success factor for
some companies.
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The basic elements required for accomplishin