intelaphase plm methodology

9
Agnostic PLM Best Practice Project Methodology Delivering Value Through Leading Edge Technology

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Product Lifecyce Management (PLM) is considered one of the four cornerstones of a product manufacturing company and should apply the very same principals it promotes for handling products from inception, through engineering design and manufacturing, to service and disposal while integrating people, data, processes as well as business systems to the PLM project itself. Intelaphase uses the very same equation to help present a value add to the business and an effective return to the users utilizing the PLM solution. This is some of the practices we found very helpful and useful.

TRANSCRIPT

Page 1: Intelaphase PLM methodology

Agnostic PLM Best

Practice Project

Methodology

Delivering Value Through Leading Edge Technology

Page 2: Intelaphase PLM methodology

© 2013 Intelaphase Inc. All Rights Reserved.

2

PLM Methodology Overview

Page 3: Intelaphase PLM methodology

© 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

Page 4: Intelaphase PLM methodology

© 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

Page 5: Intelaphase PLM methodology

© 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

Page 6: Intelaphase PLM methodology

© 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

Page 7: Intelaphase PLM methodology

© 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

Page 8: Intelaphase PLM methodology

© 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

Page 9: Intelaphase PLM methodology

© 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