Agnostic PLM Best

Practice Project

Methodology

Delivering Value Through Leading Edge Technology

© 2013 Intelaphase Inc. All Rights Reserved.

2

PLM Methodology Overview

© 2013 Intelaphase Inc. All Rights Reserved.

3

Project Definition and Assessment Activities

– Finalize business objectives and project goals

– Assist in determining participants

– Overview and Kickoff meeting

– Schedule data and configuration workshops

– Prepare detailed project work plan and schedule

– High-level systems architecture review

– Develop communication plan Key Deliverables

– Statement of Work

– Discussion and Workshop Materials

– Workshop Schedule

– Detailed Project Plan

– Project Risk Assessment

– Preliminary Technical Review

© 2013 Intelaphase Inc. All Rights Reserved.

4

Solution Analysis & Design Activities

– Conduct business process, system configuration and administration and data migration/conversion workshops

– Architect and design detailed processes and workflow blueprints for each key process

– Develop detailed change management and training plan

Key Deliverables– Process and workflow design blueprint

– Software Configuration Plan

– Change management and training plan

© 2013 Intelaphase Inc. All Rights Reserved.

5

Solution Build & Test Activities

– Install infrastructure, applications and tools

– Set up, configure, build, and test application

– Develop and test the enterprise integration and conversion applications

– Conduct detailed unit testing, process and pilot/prototype testing and load balancing

– Develop pre- and post-launch support and help desk procedures and policies

– Execute change management and training for initial launch

– Develop performance tracking tools and metrics training

Key Deliverables– Install infrastructure and applications

– CRP/prototype lab installation

– Fully functioning and tested applications

– Trained users

– Functioning and tested integration and conversion applications

– Pre- and post-launch support

© 2013 Intelaphase Inc. All Rights Reserved.

6

Solution Implementation Activities

– Prepare launch readiness assessment

– Prepare post-launch risk assessment

– Receive go/no go decision from stakeholders

– Confirm readiness and implement business processes

– Run final cut-over and conversion routines

– Launch the site Key Deliverables

– Installed software and back-up

– Successful launch

– Policies and procedures

– Business metrics

© 2013 Intelaphase Inc. All Rights Reserved.

7

Solution Support & Evolve Activities

– Analyze key performance indicators establishing a baseline and targets for critical success factors

– Establish a process to continuously measure the progress toward the critical success factors

– Resolve issues that arise and adjust solution accordingly

– Analyze the next release objectives identified in the vision phase to align them with the findings of the evolve phase

Key Deliverables– Risk assessment analysis and scorecard

– Identified improvements to increase quality of the next release

– Key performance indicators, baseline and target critical success factors

– Process to measure achievement of critical success factors

– Lessons learned

– Aligned objectives of the next release

© 2013 Intelaphase Inc. All Rights Reserved.

8

Project Management Activities

– Develop project plan, budgets, and schedules and update as changes occur

– Track effort against project plan and budgets

– Prepare weekly / monthly status reports

– Mitigate project risk

– Identify, track, and resolve issues

– Prepare and present status summaries to steering committee

– Manage project scope

Key Deliverables– Current updated project plan, budget, and schedule

– Actual effort versus budget

– Weekly/monthly status reports

– Risk mitigation plan

– Issue database and status

– Steering committee presentations

– Completed project that meets client expectations

© 2013 Intelaphase Inc. All Rights Reserved.

9

Technical Infrastructure & Data Migration Activities

– Review and confirm the IT infrastructure

– Design detailed integration, data migration/conversion plans, and IT operations specs

– Define and install development and production environments

– Develop IT operations procedures Key Deliverables

– IT infrastructure application and integration blueprint

– Detailed integration and data migration/conversion specifications

– Production operations guides

– Technical implementation and production cut-over checklists