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

How PLM acts as a Business Strategic Tool ?

As we discussed in last post about PLM core areas and PLM tool covers all the important departments in which a Product is going to be produced in an Organization. Hence it is proved that PLM tool is a platform to integrate people and different software tools in different departments with varied technology base.

So from beginning there is a statement repeatedly stating in most of the posts that PLM tool is Business Strategic tool which helps the organization to reach its vision and Rapid ROI. How PLM tool will help to achieve it?

Answer is very simple that,

·         PLM establishes a “single source of truth” in an organization across its Product information and there will be a collaborative working environment between other departments (Project Team, Concept Group, Design Group, CAD group, Analysis Group, Testing Group, Suppliers,  Prototype Group, Manufacturing Division, Inventory, Assembly, Sales and marketing department etc) hence effective communication and sharing of knowledge with transparent data flow which helps management to take quicker decisions on faster Design to Market strategy.

·         Engineers are assigned with well-planned and defined work break down structure so that exact work engagements without confusion.

·         Tracking of activities and quick identification of hurdles in between work to come out quick delivery.

·         As data is more transparent and exposure to concerned Engineers which will develops innovation in thinking in product development.

·         Secured project based authorization and hence safe IP.

·         Quicker communication to suppliers and later tracked change management

·         Saving more time by effective attribute and query based search options.

·         Complicated BOM generation processes and management integration with manufacturing and suppliers group.

·         No repetitive and duplication of data and work hence more into time and cost savings and quicker qualitative output w it  less errors as there is planned WBS and centralized data flow

By concluding all the above points there will be much more savings in time and money hence it will directly impact the Organization’s Business growth by Rapid Return on Investment.

Above few points are with respect to Product Development processes in an organization and managing with a PLM tool tells how a PLM tool acts as a Business Strategic Tool with rapid ROI.

In next post we will discuss, How to Implement PLM tool in an Organization? and What is the process of Implementaiton of PLM?

Bye for now

Anil Kumar J R

Core PLM Areas and Functionalities

PLM Software tool will do lot of things and it can do much more things by streamlining Product Development Process, Enhancing User Efficiency and Productivity, establishing Reliable and Robust Environment in different areas of a Product journey through different departments of an Organization to achieve Business Strategic Plans,

Following are Core PLM Areas which will cover various stages of Product Development,

1.      Program and Portfolio Management (Project, Plan & People Management)

a.      Managing Projects effectively in turn save more Time and Money

b.      Splitting Projects into sub projects – WBS

c.       Resource Planning and Assignment – Track Tasks and status

d.      Overall Project Plan – Set Goals, Mile Stones

e.      Detailed Reporting and Benchmarks

f.        Quick Decisions

2.      "Intellectual Property" cycle Management (CAD, Digital Data, documents, Analysis)

a.      Various Types digital Data Generation

b.      Structured way of managing data

c.       Managing complicated Bill of Materials

d.      Secured and Role based user assignment for a Projects

e.      Single Source of IP

f.        Make Easy Search of right information at right time

g.      Well defined workflow and Review processes

h.      Document Change Management

i.        Quick defined and decisions for Release Processes

j.        Working with Multi-CAD environments

k.       Integrated to other Editor Software

l.        Replicated Environments

m.    Collaboration between Multi Site working Environments

n.      Scope for Innovation in NPD

o.      Digital Analysis Data Management – FEM, DMU, Stress- Bending etc.

3.      Suppliers Integration (SCM)

a.      Suppliers Quotation Management
b. Customer relationship management

2. Customer service management
3. Demand & Order management
4. Manufacturing flow management
5. Supplier relationship management
6. Product Development & Commercialization
7. Returns management

4.      Production (Digital Manufacturing)

a.      Testing and Prototyping

b.      Digital Coding and Tooling

c.       Mass Production Management

d.      Plant Maintenance

e.      Material Management

f.        Design to Production Management

g.      Production Level Change

h.      Assembly Line management

5.      Sales & After Market (Service)

a.      Inventory Management

b.      Sales to Order

c.       Engineering to Order

d.      Finance and Marketing

e.      Customer Requirements Management

f.        Service Management

The above said poitns are covering main functionalities of PLM core areas which covers Product  stages from Concept of Planning phase to Design Phase to Production Phase to After Market Phase in turn covers full Lifecycle of a Product.

So it is clear that PLM is a platform for  integrating People, Processes, and Technologies accross various departments through out a Product Lifecycle.

Next Post we will discuss how PLM tool acts as a Strategic Tool in an Organization and PLM benefits.

Bye for Now

Anil Kumar  J R