29
Katelyn Wilson PLM Solution Architect | D3 Technologies Lean into Fusion Lifecycle
Katelyn Wilson
PLM Solution Architect | D3 Technologies
Lean into Fusion Lifecycle
About the speaker
Katelyn WilsonKatelyn Wilson is a PLM Solution Architect for D3 Technologies. She studied Industrial
Engineering at the University of Louisville, completing several co-op rotations in
manufacturing, and graduated with her BSIE in August of 2015.
Katelyn enjoys learning and practicing Lean concepts and is a Certified Black Belt in Lean
Six Sigma.
She currently serves as a Certified Fusion Lifecycle Implementation Specialist alongside
the PLM team at D3 Technologies, delivering first-class product implementations.
Outside of work, Katelyn enjoys caring for her animals – 3 dogs, 22 chickens, 2 geese, 1
rabbit, and a few fish. She also enjoys watching scary movies and true crime
documentaries, playing Beat Saber, and officiating weddings.
Fusion Lifecycle
Fusion Lifecycle
What is Fusion Lifecycle?
• Cloud product lifecycle management (PLM) system by Autodesk.
• Fusion Lifecycle helps businesses manage:
• Product lifecycle
• Processes
• Projects
• It also helps connect people more effectively than other tool, improving how companies:
• Create products/services
• Build products/services
• Support products/services
• Evolve products/services
Fusion Lifecycle
What is Fusion Lifecycle?
• Fusion Lifecycle enables process improvement and
management by:
• Eliminating bottlenecks
• Providing a “single source of truth”
• Better managing change processes
• Connecting businesses with their vendors/suppliers
• Providing standardized, searchable structure for data
Fusion Lifecycle
Why choose Fusion Lifecycle?
• Simple to maintain and support after initial setup.
• It is a cloud system, making it accessible virtually anywhere and at any time.
• It provides live, real time data, even in reporting.
• Fusion Lifecycle is designed to grow with a business.
• The system is flexible.
Fusion Lifecycle
What process can Fusion Lifecycle maintain?
• Fusion Lifecycle has “out of the box functionality” which provides process management for:
• Quality Management
• Change Management
• Supplier/Vendor Management
• Document Management
• New Product Introduction
• Bill of Materials Management
• Other processes can be managed by Fusion Lifecycle through custom workspace development!
What is Lean?
What is Lean?
SIMPLE TERMS
• Lean, also known as lean manufacturing, is all about continuously improving efficiency while decreasing waste.
• Small Improvements
• Culture change that applies to an entire business
• Lean is a journey, not a destination
ALRIGHT, I’LL BITE…
• Lean can be simple which makes it easy for everyone.
• It is not a quick fix or a one-time solution.
• Don’t forget that lean is truly all about continuous improvement.
WHERE DO I START?
That is an awesome thing about lean - it is not just for manufacturing. Your office and home can even benefit from lean! As Paul
Akers, Lean Guru says, “fix what bugs you!”
Identify Areas for Improvement
Identify Areas for Improvement
STARTING POINT
Lean encompasses small, incremental improvements. We can use that to help choose a starting point for process improvement.
Before choosing our starting point, we need to define our goal – what is motivating us to improve our process? It could be
increased employee satisfaction, measurable processes, standardized processes, increased throughput, etc.
CONSIDER THE SIMPLICITY OF THE PROCESS:
• Does the process stand on its own or is it connected to other processes?
• Does the process involve internal team members only or does it involve external team members?
• Would the process rely on an integration to another software to be useful and successful?
CONSIDER THE VALUE OF THE PROCESS:
• Will improving the process impact a small group or a large group of the team?
• Will improving the process directly impact the product/service and customer?
• Is the process starving for improvement?
Identify Areas for Improvement
Starting Point: Simplicity vs Value
Below are some ideas for narrowing down your selection to avoid decision fatigue.
• A process with the most quantifiable pain points.
• Is there a process that causes continuous rework, defects, or other waste?
• Is there a process that causes frustration among the team?
• Is there a process that causes negative impact directly to the customer (e.g. defective product
returns, missed deadlines and expectations)?
• A process with the greatest opportunity for improvement.
• Is there a process that does not have any documentation or standards?
Involve the team in the decision!
Identify Areas for Improvement
Simplicity
Keep it simple!
• Simple processes are simpler to manage.
• Over-complicated processes have more waste.
• Simplify the process = reduce waste
• Simple processes can reduce stress on the resources performing them.
• Consider small changes that are easy to implement and will make the job easier.
• Simple changes that can improve the process and make someone’s job easier are good for your
business as well as buy-in.
• If you can make someone’s job easier, they will be more likely to jump on board with the Lean
culture.
Identify Areas for Improvement
DOCUMENT THE PROCESS
• Map out the workflow on a whiteboard!
• This exercise is necessary even if the process is already documented
• The documented process does not always look like the actual process
• Often the documentation was created by someone who does not do the process each day.
HOW FUSION LIFECYCLE HELPS
• Fusion Lifecycle provides a visual workflow so anyone can look at change order, project, task, etc. and quickly know:
• Current stage
• Next stage
• Expected completion date
• Current user assignment
Identify Areas for Improvement
REVIEW DATA FORMS
• Even if we have data forms that we use today, it is important to review them to determine:
• if all the data fields are required and utilized,
• if additional data should be documented,
• if people know when to fill out the specified data, and/or
• if any data fields need modified.
HOW FUSION LIFECYCLE HELPS
• Fusion Lifecycle can provide:
• visual cues to users for data requirements with real-time push messages,
• visual cues to users for data requirements with red asterisks for required data fields (in addition to real-time push messages),
• organized sections of data fields based on when they should be populated, who should be populating them, etc., and more.
Identify Areas for Improvement
NOTIFICATIONS
• How are people notified of work in the process today?
• What is working?
• What is not working?
• Are people missing task deadlines because they are not noticing or receiving notifications of work?
• How do you want to receive notifications in the future and when should you receive them?
HOW FUSION LIFECYCLE HELPS
• Fusion Lifecycle can provide:
• easy visual management cues on the home page (dashboard) for due dates and assignments,
• emails to assigned users when work is ready for them,
• reminder emails to users when work has been assigned and has not been completed,
• less unnecessary emails to users who do not have actions to perform, and
• escalation of uncompleted work.
Create Knowledge and Advocacy for Change
Create Knowledge and Advocacy for Change
CHANGE
• Change can be difficult for any organization, team, and individual.
• We experience change daily in our personal lives and our professional lives.
• We are more willing to accept, seek, and advocate for change when we play a role in the changes being made.
INVOLVE THE TEAM
• Discuss detailed plans for change
• What processes are changing?
• Why are they changing?
• How are they changing?
The team owns these processes day to day and their input is pertinent to obtain measurable improvements and adoption of change.
People are willing (and most even want) to discuss the paint points they experience in their job – take advantage of this!
At the end of the day, if the team is not invested in the decision and not able to recognize the benefits, the changes being made won’t stick.
Identify Ways to Build and Measure Quality in Processes
Identify Ways to Build and Measure Quality in Processes
Measuring Quality
Quality can be defined in different ways for different processes.
Examples:
• Reduce RMA received
• Reduce rework
• Standardize processes
• Increase throughput
• Decrease change order cycle time
When measuring quality and success we should be specific with our requirements and set SMART goals.
SMART Goals
Setting goals feels simple; “we will improve our process” – this is an example of a goal, but not a SMART goal.
“We will decrease non value-added time in our product development process by 25% by the end of December through
implementing Fusion Lifecycle to help standardize data and processes” – this is an example of a SMART goal.
Identify Ways to Build and Measure Quality in Processes
Identify Ways to Build and Measure Quality in Processes
SPECIFIC
The goal of decreasing non value-added time in the product development process is clearly defined.
MEASURABLE
The success of this goal can be measured by the decrease in process time that will be documented in Fusion Lifecycle and through
repeated user surveys.
ACHIEVABLE
Decreasing non value-added time by 25% can be an appropriate goal based on current state vs future state.
RELEVANT
Fusion Lifecycle is designed to help improve process efficiency by mitigating waste, one of which is non value-added activity.
TIME-BASED
A target deadline for achieving the goal was set as the end of December.
“We will decrease non value-added time in our product development process by 25% by the end of December through implementing Fusion Lifecycle to help standardize data and processes.”
Identify Ways to Build and Measure Quality in Processes
Bringing Goals to Life with Fusion Lifecycle
• Our SMART goals are defined
• Use them to plan how to build the process into Fusion Lifecycle
• Utilize lean strategies readily available in Fusion Lifecycle
• Visual management
• Connected processes and data
• Collaboration
• Metric reporting and tracking
• Transparency
Identify and Tackle Information Silos
Identify and Tackle Information Silos
Identifying Information Silos and Risks
It is easy for information to get stuck within a process and even within certain people in a process.
How does it happen?
• Lack of process standardization
• Word of mouth communication
• Multiple tools for managing a process
• Manual processes (e.g. managing a process in a spreadsheet)
• Lack of shared vision
• Limited team collaboration (lack of silo bridging)
Identify and Tackle Information Silos
Identifying Information Silos and Risks
Risk Factors
• It is not connected to related processes
• It does not have standardized data forms
• It does not have standardized workflow and training on that workflow
• It utilizes a high quantity of data management tools
Information silos that are not bridged directly cause waste.
Identify and Tackle Information Silos
Tackling Information Silos
• Information isolation can be mitigated in many ways…
• Mitigation works best when we start with a shared vision…
• A shared SMART goal
• Fusion Lifecycle can help tackle information silos!
• It naturally and effortlessly provides increased collaboration
• Processes can be standardized and systemized through Fusion Lifecycle
• the collaboration comes naturally when the data is in a single location
• It allows for information to still exist in different silos, but they are all bridged using one platform (Fusion Lifecycle)
• Fusion Lifecycle also provides transparency across processes.
• Enabling collaboration
• Making it easier to pinpoint bottlenecks quicker so they can be managed faster
Thanks for participating!
Don’t forget to check out other Fusion Lifecycle classes!
We're Live, What's Next? Strategies for Fusion Lifecycle Support and Improvement
Mitigate Fusion Lifecycle Implementation Mistakes Using DevOps
60 in 60 Minutes: Enterprise Tips for Fusion Lifecycle
Fusion Lifecycle: Breaking Down Barriers and Optimizing Workflow
Rapid Fusion Lifecycle Deployment When Time Is of the Essence
Autodesk and the Autodesk logo are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document.
© 2020 Autodesk. All rights reserved.
