PLM Implementation Processes

Last post conveyed How PLM Implementation starts and who involved in starting the process, we discussed things mainly presales of PLM software. Once an Organization buys software, post sales activities are very important in PLM implementation, now we can discuss PLM Implementation Processes and its phases.

Once after sales, management will plan the activities and day to start PLM Implementation by diverse meetings with PLM Software Vendor / Implementation service vendor to understand tool and to provide the requirements.

Some Service vendor (Seller) will circulate Questioner as per understand with their sales team to Organization Management calling as Client (Customer) and, Clients reply for the Questioner as per their strategy and plan to implement PLM tool.

After several discussions and mutual understandings Implementation date and plan will be ready.  This Project plan majorly contains, Resource Allocation, Activities and Time plan, Statement of Work, NDA, Separate commercial Proposal (Implementation Service charge including tax if not decided at presales order). 

There are few phases in the PLM Implementation and it includes different processes which needs to be addressed successfully, following are main phases of PLM Implementation,

1.       Interaction and Requirements phase

a.       Understand the vision/objectives of the organization strategy

b.      Interact to cross functional team to understand the requirements

c.       Gather the requirements and start preparing AS-IS process documentation

2.       Study & Analysis

a.       Study & Analyze the present system with respect to bought out PLM system

3.       Technical Scope definition  

a.       Define the Scope of Implementation

b.      To-Be process preparation

c.       Sing-off both sides 

4.       Technical execution Planning

a.       Plan the activities and define roadmap of configuration

b.      Define Baseline and Methodologies

c.       Sign-off

5.       Implementation and Configuration

a.       Installation & sign-off

b.      Test Environment configuration & sign-off

c.       Test cases preparation & sign-off

6.       Testing phase

a.       Testing with Vendor’s & Client’s representatives

b.      Sign-off

7.       Production Environment

a.       Configure Test Environment to Production Environment

b.       Pre-production test & sign-off

8.       Roll Out and Go-Live

a.       Deployment and Rollout

b.      Sign-off

9.       Training

a.       Users Training on Implemented functionalities

10.   Support

a.       User Handhold support

And I am collecting my own experience and processes followed in my two PLM Implementations and other service vendors might have different roadmaps and processes.

Next post we can discuss deep into each processes and phases.

Bye for now,

Anil Kumar JR

What, Why, When & Who will do PLM IMPLEMENTATION?

In previous post we discussed about the PLM architecture and different layers of modules and their connections as Multi-Tier architecture. Now it is time to know what this PLM Implementation is? Why we need it? When we need it? Who will decide and choose it? And where it will be implemented and finally who will implement PLM tool across an organization? Lot of questions,,,, and answer is here,

Firstly what is PLM Implementation?

Implementation is very simple term that execution of things/tasks. PLM Implementation is carrying out and establishment, setup, configuration of PLM software tool and its modules across an Organization's departments to address their needs to get more profit.

Many companies develop and markets PLM software solutions. These companies’ develops PLM solutions as per different engineering domains requirements across the globe to fit into organization business strategic plans. There are various PLM software tools available in market which will suitable for an organization different working domains, such as Automotive, Aerospace, Energy, Process, Machinery etc. PLM software will be built for these work and processes as per their domain standards.

One industry example: Automotive Industry uses more into APQP and Change Management Processes and for these PLM software modules addresses the best in practice APQP standard processes and related activities; all these processes developed in PLM software and kept as ready to use solutions. And PLM software companies markets & sales these solutions for Automotive Industry Organizations.

How organization will come to know there is need of a PLM Tool?

Earlier days there was not much digital work mode i.e. most of the design and planning work was doing by manually and in turns prone to more human errors. And also in any engineering work; there is recurrence of task is common.

Example1: document numbering: - Engineers were assigning doc number manually for all the parts and document in the design department mandatorily for identification purpose and there was no other way around; users manually had to write or fill the document number, it was really very much common error creating & repetition of work daily.

Example2: All engineers were working in different regions and locations and they didn’t have proper communication between them and there was always duplication of work and no transparency, its caused huge cost for an organization.

Few Visionary People in an organization had thought on these issues and thinking to automate to replace manual works daily to reduce human errors and to reduce time consumption and make them work with centralized data for better communication and transparent way of work to avoid duplication of work. These are few good examples to understand how PLM domain started evolving in all the way of Product Development Processes to get rapid ROI and profit oriented processes.

Now visionary management decided to address above said problems with strong system in place. They started making strategy and finding possible ways to trading off wastage of resources, time, miscommunication and they wanted to build their strong system in their Product Development Stage to give qualitative product output with Faster Design to Market Plan.

So what next, started finding suitable software to address all the above said requirements and with respect to Business and Technical Challenges what we discussed in earlier posts, then PLM software came into picture. Management started looking and approaching to different PLM vendors in the markets, discussed the problems and solution needs with PLM vendors. Finally compared various PLM software tools, their effective solutions to problems, services & supports, cost etc. At the end management finalized suitable PLM software to implement in their organization as strategic Business Tool.

In next post we will discuss How PLM Implementation starts and PLM software post-sales activities?

Bye for now,

Anil Kumar J R

PLM system - Multi-Tier Architecture

Friends,

  

In previous posts we discussed about the overview of PLM, its functions and its path to reach organization’s strategy. Now it is time to understand the technical background of PLM architecture so that it will be helpful to understand the PLM implementation and configuration methodologies in Engineering Domains. As you know PLM tool is a platform for various software tools and varied technology base of an organization and it interacts with different departments in by integrating people and process by the base of centralized and single source of data concept. Now a day’s almost all PLM tools are Multi-tier Architecture.

Multi-Tier architecture is very simple to understand that there will be different Computer server machines connecting each other to run the various modules of PLM tools, let’s say main PLM software for an organization need to serve in different departments requirements and strategy, so there are various modules are split as software modules with respect to varied needs, example: for design department, engineers need CAD software and to manage CAD data there will be s module called PDM CAD Integrations in PLM software, it will mainly manage the data generated from CAD departments. To manage the various BOM; PLM BOM modules will address, for connecting suppliers; PLM Suppliers integration modules, to manage whole project; PLM Project Management modules will address, to work online; PLM Web modules, to store all the information there should be Data Base software to PLM tool integration, to store all the files saving in PLM system there will be File servers.

Like these there are various other modules to address whole Enterprise Requirements, to enhance performance and build strong PLM system, its divided into different layers of PLM modules as Multi-Tier architecture, whatever the configurations and setup of PLM system is in one layer called Servers and the same will reflect to front end users called Clients by connecting through LAN/WAN, this we called 2 Tier Server & Client Architecture, now adding to that there will separate Server Machine to manage the Meta information of data in Data Base Server and all other application services will be installed in one server machine called  Application Server and it will control the other  module  of PLM tools,

And also PLM connects external and internal employees together with same Network WAN/firewall Layer, totally we called PLM System as Multi-Tier Architecture by combining different PLM modules in various servers and network connection.

In next post we will discuss what PLM Implementation is and how it will implement? Who will define the strategy to select PLM to address solutions?

Bye for now,

Anil Kumar J R