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Deployment of the PLM System

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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


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