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PLM: Technology Roadmaps for Global Sustainability Report for PLM Advisory Board April 30, 2009 Abram Walton Scott Homan

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Page 1: PLM: Technology Roadmaps for Global Sustainability · PLM: Technology Roadmaps for Global Sustainability. Report for PLM Advisory Board. April 30, 2009. Abram Walton. Scott Homan

PLM: Technology Roadmaps for Global SustainabilityReport for PLM Advisory Board

April 30, 2009

Abram Walton

Scott Homan

Page 2: PLM: Technology Roadmaps for Global Sustainability · PLM: Technology Roadmaps for Global Sustainability. Report for PLM Advisory Board. April 30, 2009. Abram Walton. Scott Homan

AbstractThe PLM Center at Purdue University has partnered with key PLM practitioners in exploratory research to identify the implications of new PLM technologies on organizational and strategic requirements, and the corresponding best practices, processes, and initiatives that lead to the development of roadmaps for successful implementation of future state of PLM advancements.

Page 3: PLM: Technology Roadmaps for Global Sustainability · PLM: Technology Roadmaps for Global Sustainability. Report for PLM Advisory Board. April 30, 2009. Abram Walton. Scott Homan

Overview• The Product Lifecycle Management Center of

Excellence at Purdue University• PLM Metrics research• Research purpose and rationale• Exploratory Grounded Theory methodology• Research Findings• Implications

Page 4: PLM: Technology Roadmaps for Global Sustainability · PLM: Technology Roadmaps for Global Sustainability. Report for PLM Advisory Board. April 30, 2009. Abram Walton. Scott Homan

Future State Roadmaps Study: Purpose and Rationale

• Limited studies on Organizational Roadmaps for PLM Success• Understand how to address organizational and cultural issues pertinent to PLM successes • Review best-practice strategies from key industry leaders• Bring the Metrics Framework research full circle

Page 5: PLM: Technology Roadmaps for Global Sustainability · PLM: Technology Roadmaps for Global Sustainability. Report for PLM Advisory Board. April 30, 2009. Abram Walton. Scott Homan

Purdue PLM Metrics Research

Assessment & Analysis

Key Metrics

Strategy

&

Initiatives

Success Defined by Strategic Plan

Key Performance

IndicatorsPLM

ProcessesInfluenceExecute

Page 6: PLM: Technology Roadmaps for Global Sustainability · PLM: Technology Roadmaps for Global Sustainability. Report for PLM Advisory Board. April 30, 2009. Abram Walton. Scott Homan

Research Methodology• Exploratory Grounded Theory research• The process of Qualitative research

1. Interview and transcribe2. Read and clean data3. Code data into chunks4. Axial code into major themes5. Prepare narrative to represent data6. Derive meaning and interpret findings

• Validity, Reliability, and Saturation

Page 7: PLM: Technology Roadmaps for Global Sustainability · PLM: Technology Roadmaps for Global Sustainability. Report for PLM Advisory Board. April 30, 2009. Abram Walton. Scott Homan

Research Phases1. Phase One – Project Scope and Proposal

1. Review of PLM literature2. Garner support from key industry leaders for focus group3. Development of interview instrument4. Gain approval from Purdue’s IRB

2. Phase Two – Data collection1. Identification of key industry PLM users to participate in study2. Interview participants regarding future PLM advancements and the

strategic requirements needed for implementation 3. Transcribe interviews and codify transcripts into data (in process)

3. Phase Three – Data Analysis and Reporting 1. Analyze data 2. Write up study findings 3. Seek publication of findings in appropriate journals and conferences4. Develop NSF Funding Proposal for continuing study to International Focus5. Present findings

Page 8: PLM: Technology Roadmaps for Global Sustainability · PLM: Technology Roadmaps for Global Sustainability. Report for PLM Advisory Board. April 30, 2009. Abram Walton. Scott Homan

Research Progress•30 1-hour long interviews (stratified sample)

•1) They understand the business philosophy of PLM; and •2) They are actively PLMing, not just working with a part of PLM; and •3) They work in a capacity or level within the organization that

would enable or require them to strategically foresee future trends in PLM, possible future applications, needed technological advancements, and requirements for successful and competitive implementation.

• 400+ pages of transcripts• Over 150 categories of statements, examples, hurdles, and strategies• Over 700 contextually significant and meaningful statements

Page 9: PLM: Technology Roadmaps for Global Sustainability · PLM: Technology Roadmaps for Global Sustainability. Report for PLM Advisory Board. April 30, 2009. Abram Walton. Scott Homan
Page 10: PLM: Technology Roadmaps for Global Sustainability · PLM: Technology Roadmaps for Global Sustainability. Report for PLM Advisory Board. April 30, 2009. Abram Walton. Scott Homan
Page 11: PLM: Technology Roadmaps for Global Sustainability · PLM: Technology Roadmaps for Global Sustainability. Report for PLM Advisory Board. April 30, 2009. Abram Walton. Scott Homan

Bringing It All TogetherCREATING A VISION FOR SUSTAINABLE ADVANCED MANUFACTURING:

THE FIT MODEL

Assessment & Analysis

Key Metrics

Strategy

&

Initiatives

Success Defined by Strategic Plan

Key Performance

IndicatorsPLM

ProcessesInfluenceExecute

Page 12: PLM: Technology Roadmaps for Global Sustainability · PLM: Technology Roadmaps for Global Sustainability. Report for PLM Advisory Board. April 30, 2009. Abram Walton. Scott Homan

Becoming FIT:The key is concurrent education and application of all three pillarsof the model. Engage, educate, execute, and expect results. Thearea of overlap indicates true and sustainable improvement.

The organizationhas achieved a FIT culture

making use of the tools, skills, and leadership at all levels of the organization.

The pursuit of excellence is incorporated into all facets of the organization with all

employees having commitment for the vision.

TeamworkThe Teamwork section represents the realization forstrong interpersonal leadership skills through effectivecommunication, creating an environment for employeecommitment and empowerment.

Institution of ChangeAdvanced manufacturing is the realization of a continuousimprovement cycle. The Institution of Change sectionincorporates the organizational vision that leads to anorganizational culture for change.

Fundamentals of Lean SystemsThe Fundamentals of Lean section incorporates processthinking and tools leading to a new leadership philosophybased on the pursuit of perfection. The

FITOrganization

F

TI

TeamworkInstitution of change

Quality / Value

Fundamentals of Lean Systems

Support systems

Teambuilding

Purpose of change

CommunicationID

opportunities

PDCA

Empowerment

Elimination of Waste

JIT – Just in Time

Pursuit of perfection

Sustained Improvement

STAGE 1

TeamworkInstitution of change

Quality / Value

Fundamentals of Lean Systems

Support systems

Teambuilding

Purpose of change

CommunicationID

opportunities

PDCA

Empowerment

Elimination of Waste

JIT – Just in Time

Pursuit of perfection

Sustained Improvement

STAGE 2

Sustained Improvement

ID opportunities Communication

Empowerment

JIT – Just in Time

Purpose of change

Quality / Value

Elimination of Waste

Pursuit of perfection

TeamworkInstitution of change

Support systems

Fundamentals of Lean SystemsSTAGE 3

PDCA Teambuilding

ID opportunities Communication

Empowerment

JIT – Just in Time

Purpose of change

Quality / Value

Elimination of Waste

Pursuit of perfection

TeamworkInstitution of change

Support systems

Fundamentals of Lean SystemsSTAGE 4

PDCA Teambuilding

Sustained Improvement

ID opportunities Communication

Empowerment

JIT – Just in Time

Purpose of change

Quality / Value

Elimination of Waste

Pursuit of perfection

TeamworkInstitution of change

Support systems

Fundamentals of Lean SystemsSTAGE 5

PDCA Teambuilding

Sustained Improvement

TI

F

FIT

ID opportunities Communication

Empowerment

JIT – Just in Time

Purpose of change

Quality / Value

Elimination of Waste

Pursuit of perfection

TeamworkInstitution of change

Support systems

Fundamentals of Lean SystemsSTAGE 6

PDCA Teambuilding

Sustained Improvement

Page 13: PLM: Technology Roadmaps for Global Sustainability · PLM: Technology Roadmaps for Global Sustainability. Report for PLM Advisory Board. April 30, 2009. Abram Walton. Scott Homan

Value Proposition• Strategic Road-mapping requires:

• Consistent and well understood mission• Vision of the road and foreseeable potholes or roadblocks• A shared plan to traverse your road

• Dialogue about real world examples of successful and failed PLM initiatives to impact:

•Technology selection•Contraction negotiations•Business and Revenue model innovation•Ideation and innovation

Page 14: PLM: Technology Roadmaps for Global Sustainability · PLM: Technology Roadmaps for Global Sustainability. Report for PLM Advisory Board. April 30, 2009. Abram Walton. Scott Homan

Government

LiteratureIndustrial Roadmap Research Vendors /

Consulting Firms

Identifying Synergies

Synergy

Page 15: PLM: Technology Roadmaps for Global Sustainability · PLM: Technology Roadmaps for Global Sustainability. Report for PLM Advisory Board. April 30, 2009. Abram Walton. Scott Homan

Next Steps

• Quantifiably validate largest roadblocks• Bring Metrics Framework full circle with a gap analysis•Present findings at PLM World & PLM Summit and garner support for future studies

Page 16: PLM: Technology Roadmaps for Global Sustainability · PLM: Technology Roadmaps for Global Sustainability. Report for PLM Advisory Board. April 30, 2009. Abram Walton. Scott Homan

Questions