key success factors and strategic planning for a plm project

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Philippe GAUTREAUSouheil KARAMOctober 26th 2012MONTREAL

Key Success Factors and Strategic Planning for a PLM Project




Objectives

Share with you PCO Innovation vision of PLMShare key success factors implementing PLM project

Share PLM projects breakdown activities for PCO Innovation

Share our best practices and methodology




Agenda

Our visionMain challengesKey success factors Project breakdown activities / highlightsPCO Innovation Lean Delivery ModelConclusion




Our vision

Starting from scratch, upgrading or extending an existing PLM implementation, a PLM project is an opportunity for the company

To improve the performance of current activities

To benchmark their internal processes

To be inspired by best practices

To implement new tools to support business activities

A PLM project is mainly a business transformation for the organization




PLM projects main challenges

Lack of vision / vision not shared

Not enough implication of sponsorsVery ambitious projects with limited meansIntegration and decommissioning not anticipatedProblems in turning business needs into specificationAdoption managed by customer with lack of know-how

Gaps between PLM solutions and business requirements

Meeting Project Cost, time and qualityHeavy customization – OOTB approach not accepted




PLM projects key success factors

Position project at enterprise levelStrong project executionManage change“Out of the Box” approach

IS governance : interface and migration

Effective Application Management services




PLM project breakdown activities

Manage change

Position project at enterprise level

“Out of the Box” approach

IS governance : interface and migration

Opportunitystudy

Define Projectboundaries

Business ProcessRe-engineering

SolutionArchitecture

SolutionConfiguration

Solutionimplementation

Adoption plan : Coaching, communication, training

InterfaceStrategy

Interfacespecification

interfacedevelopment

interfaceintegration

MigrationStrategy

DataCleansing

MigrationTools

development

Datamigration

Strong project execution

Application Management services

PLMRoadmap

PLMArchitecture

PLMVendor

Selection

PLM project management

Level 1Support

Level 2Support

Level 3Support

7




Highlights : Position project at enterprise level

Opportunitystudy

Define Projectboundaries

Business ProcessRe-engineering

Activities

PLM is a business transformation for the companyWell define boundaries related to strategic goalsPLM is an opportunity to improve business processMiddle management involvement

Lack of sponsorshipNo arbitrationThink local vs global

Workshop forAccelerated StrategyAlignment &BusinessImprovement

TIPS

RISKS




Highlights : Strong project execution

ActivitiesPLM project management

Use the good methodology : agile or not agile ?Manage requirements from beginning to the endSecure your project with quality managementProject repository for knowledge management

Agile doesn't avoid requirements definitionScope creepKey resources getting promoted to other projects

TIPS

RISKS




Highlights : Manage change

ActivitiesAdoption plan : Coaching, communication, training

Change includes processes, organization and toolsCommunication and training must be adapted on

each project phase with appropriate mediaIt concerns all levels of the organization

non-achievement of business goalsUnder estimation of chargeStart change late in the projectLack of support for an OOTB approach

MotivationAdoptionPracticesStrategy

TIPS

RISKS




Highlights : “Out of the Box” approach

Activities Solution

ArchitectureSolution

ConfigurationSolution

implementationPLM

Roadmap PLM

Architecture

PLMVendor

Selection

Early feasibility check with Mock-UpAgile approach with ad-hoc toolingHigh knowledge of OOTB capabilities to support

business/solution convergence

Requirements / OOTB divergence« Dark Twisty Turn-filled Tunnel Syndrome »Rejection of the solution by users

ECO System ofINTegration

PCO UniversitySW vendors Partnerships

TIPS

RISKS




Highlights : IS governance

InterfaceStrategy

Interfacespecification

interfacedevelopment

interfaceintegration

MigrationStrategy

DataCleansing

MigrationTools

development

Datamigration

Activities

Analyze existing IS Infrastructure Define data transformation and validation strategy Define end to end data exchange Coordinate and manage the business processes.

PLM is not the only ISMigration of “Legacy” data is often underestimatedNo resources for data cleansing

TIPS

RISKS




Highlights : Application Management services

Activities Level 1Support

Level 2Support

Level 3Support

Service Level Agreement level 1 : user supportSLA level 2 : improvement management (expertise)SLA level 3 : evolution management

Support a 24/7 system in an international contextTraceability of the “as maintained”Gap between PLM and evolutions of business needs

Dedicated maintenance service centers on main PLM technologies

TIPS

RISKS



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IT Architecture Stream

Lean Delivery Model Overview

Lean Delivery Model

Backlog Backlog

3… 4…Sprint

…Accep-tance

… 4…Sprint

…Accep-tance

ComponentsSprint

1Sprint

1Sprint

2Sprint

3Sprint

4Sprint

…Accep-tance

Sprint 1

23

1 … ……

…

……

Sprint 1

Sprint 1

Sprint 2 …

Sprint 1

23

1

Release 1 Release 2

Continuous Integration

Com

mitm

ent

SolutionDesign

Requirements

Mock-up

SW Architecture

Alig

nmen

t

WASABI

Streams eligible to Offshore/Nearshore

Complex Development / Interfaces Factory

Learning Factory

Migration Factory

Business Transformation (BPM / Change / Roll-out) Stream

Program Management / Convergence Stream

Strategic Roadmap / Enterprise Architecture / Decommissioning Stream



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Conclusion

Business Transformation

(Change Management pragmatic methodologies)

Expertise & Return of

experience

FlexibilityReactivity & Pragmatism

PLM Staffing Capacity

Industrialization (PMO, ECO INT,

ECO MAPS...)

New Challenges for you : PLM ambitious vision & global transformation programs

New Solutions from us : Industrialization / best practices / cost optimization with PCO Innovation Lean Delivery Model

key success factors and strategic planning for a plm project

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business transformation

business needs

plm solutions

existing plm implementation