TITLE AND ABSTRACT...#IpXConX18Hosted by the Institute for Process Excellence (IpX) PLM Certification 8 Mission statement: Understand and Streamline the PLM tool CM2 certification

#IpXConX18 Hosted by the Institute for Process Excel lence (IpX) PLM Certification 1

TITLE AND ABSTRACT

Title: PLM Checkup via IpX Certification

Abstract:

Modern product development is dependent on enabling business tools to keep system requirements clear, concise, and valid. Product Lifecycle Management (PLM) tools are a key enabler of efficient Configuration Management. When world class Configuration Management processes are integrated into PLM systems the result is Integrated Process Excellence.

Just like our bodies require frequent health checkups/physicals to detect the creep in of illness/decay/etc., IpX certification of enabling PLM tools can provide a checkup of our PLM tools as well as measure our effectiveness in our adoption of these enabling business systems. The IpX Global Congress subcommittee for PLM Certification will present results of a yearlong assessment of the IpX enabling tool certification process from a balanced people, process, and tool perspective.

ConX18 Hosted by the Integrated for Process Excel lence (IpX) PLM Certification

PLM Certification Subcommittee

PLM Checkup Via IpX Certification


MEET THE IPX GLOBAL CONGRESS PLM CERTIFICATION SUBCOMMITTEE

Former Committee Members: Jim Brogoitti – GM

Crystal Reed – US NavyEddie Kolesar – Esterline


OUTLINE

• Why Certification? • PLM Certification Subcommittee Mission Statement and Goals• Approach Overview

• Process Perspective

• People Perspective

• Tool Perspective

• PLM Cert Subcommittee Future Work Opportunities


WHY IPX CERTIFICATION?

Design/AnalysisProcess

RequirementsFlow to Mfg.

People

Interactions Are Key

Configuration / Information Management

People and Process Interact with Everything

Your Product/Service

IpX PLM Certification is Comparable to a

Bone Mineral Density (BMD) test to identify Osteoporosis

Not just a Test of a PLM Tool, but

a test of our adoption of these

enabling tool requirements


PLM TOOLS PROVIDE AN ENABLING BACKBONE FOR CM/IPXSystem Lifecycle processes per ISO/IEC/IEEE 15288.

PLM Backbone

IpX PLM Tool Certification Provides a Health Checkup of

this key Infrastructure Backbone


Mission statement:Understand and Streamline the PLM tool CM2 certification process from a people, process, and tool perspective via a pathfinder tool certification (Siemens PLM’s Teamcenter). Present results at 2018 IpX Symposium.

Brief description of goals: • Process Perspective: Review the CMII-600 Rev E Enabling Tool Pre-Assessment Guide and

provide feedback to IpX on requirement/process clarifications. • People Perspective: Develop method for company self-assessment on how to best adopt a

certified tool and risk of not doing so. A 5 star certified tool not leveraged is of little value.

• Tool Perspective: Pathfind certification best practices leveraging Siemens PLM Software’s Teamcenter PLM tool. Develop certification best practices to be forward shared for future certifications.

MISSION AND GOALSIpX Global Congress PLM Certification Subcommittee


APPROACH OVERVIEW

• Spreadsheet aligned with goals that lists:

• Process• Feedback to IpX on requirements clarity and applicability

• Provide requirement feedback on 106 enabling tool requirements

• Business Risk based view based on right criteria (people, process, tool considerations considered)

• People• Adoption View (assume you had a 5 star tool…do you use it?)

• Tool• Score against CM2-500 106 enabling tool requirements• GAPs identified for Teamcenter and closed resulting in 4 star

certification

PTPN Color Legend: 401+ Major Technical Process or Tool Risk 100-400 Issues that need attention 30-99 Minor Issues 0-29 Stable Process/Tool

Priority Evaluation Criteria against Current ProcessPriority Criteria Rank

Very HighBusiness at risk (not enough resources

possible) 10

High

Significant Intervention/resources required

for current process 7

Medium

Moderate intervention/resources required -

workaround available) 4

Low

Nice to have – minimal

intervention/resources required 1

Frequency Evaluation Criteria

Frequency Occurrence Rate RankVery High Daily or continual process/tool 10

High Weekly process/tool 7Medium Monthly process/tool 4

Low Yearly process/tool 1

Current Maturity Evaluation CriteriaMaturity Criteria Rank

Low No process/tool in place 10Medium Unvalidated process in place or no owner 7

High

Documented process not consistently

followed 4

Very HighValidated process owned and consistently

followed 1Priority X Frequency X Current Maturity =

PTPN (Process and Tool Priority Number)


PROCESS PERSPECTIVE


PROCESS SCORING: REQUIREMENT RECOMMENDATIONS TO IPXA B C D E T: Process Perspective

# ID Categories Sub-Category Brief Description

Recommended Requirements Language Update to IpX

1 1.01 As-Planned/As-Released Baselines

Baselines for Products in development and Production

The tool can support as-planned/as-released baseline formats and data fields per the CMII Model. Each baseline carries the same identity as the product.

Software is taking over the world and need considerations for language to reflect this in this requirement.

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SUMMARY OF DATA

• High Risks: 22 of 106 •Medium Risks: 45 of 106• Low Risks: 24 of 106• Nice to Have: 15 of 106

PTPN Color Legend: 401+ Major Technical Process or Tool Risk 100-400 Issues that need attention 30-99 Minor Issues 0-29 Stable Process/Tool

•Not all requirements are of equal imperative to the business

• Implementation of some requirements are dependent on other requirements; order of implementation matters

• Interesting to note different industry strengths determined by implementation priorities

•Provided feedback for requirement language enhancements to IpX


PEOPLE PERSPECTIVE


OBJECTIVES OF PEOPLE SCORINGA B C D E F G H I J K L

# ID Categories Sub-Category Brief Description Mandatory Priority Frequency Maturity PTPNDependency

OrderHigh Risk

Mitigations

1 1.01

As-Planned/As-Released Baselines

Baselines for Products in development and Production

The tool can support as-planned/as-released baseline formats and data fields per the CMII Model. Each baseline carries the same identity as the product.

Y 7 10 10 700

O P Q R S

Customer Configured?

Customer Customized?

Customer Leveraged in Prod?

Constraints Preventing Use Comment

N N N

Lack of Training, Cost of Entry/effecitivy confusion within the masses (some CM specialists

understand), lack of planning culture

Caveat to this scoring: Development of software is occuring external to Teamcenter, but end item baselines for software deliveries could be managed in Teamcenter.


0

20

40

60

80

100

Customer 1 Customer 2 Customer 3 Customer 4 Customer 5 Customer 6 Average Customer

Consumption of IpX 106 Enabling Tool Requirements

Customer Configured? Customer Customized? Customer Leveraged in Prod?

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0

5

10

15

20

25

30

35

40

Customer 1 Customer 2 Customer 3 Customer 4 Customer 5 Customer 6 Average Customer

Consumption of IpX 40 Mandatory Enabling Tool Requirements

Customer Configured? Customer Customized? Customer Leveraged in Prod?


TOOL PERSPECTIVE


OBJECTIVES OF TOOL CERTIFICATION PATHFINDING

• Webster Dictionary Definition of pathfinder: a person or group that is the first to do something and that makes it possible for others to do the same thing

• Pathfinding was around the subcommittee approach to certification; other tools have already been certified without subcommittee support (e.g. CMPro, CMIS).

• Committee had common needs around Teamcenter as a pathfinding enabling tool.

• Templatize PLM tool certification; as PLM tools get certified the messaging on the need for good CM also gets amplified to our leaders.

• Subcommittee becomes arbitrator between IpX and Vendor

M NOOTB Configurable?

Y Y

Restricted © Siemens AG 2018 25 September 2018Page 20 Siemens PLM Software

Release/Modules neededTeamcenter release: 11.5 Active workspace release: AW4.0Modules: Foundation, Change management, Schedule management, Manufacturing planning, Teamcenter Reporting & Analytics, Service Scheduler, As Built, Substance Compliance CM2 document versions: CMII-500 J and CMII-600 E

Legends used for conformance Legends used for OOTB Capability

Yes OOTB

No Configurable

Uncertain

Legend for Mandatory Requirement

O

C


Summary

Category No. of mandatory No. of non mandatory (No. supported)

Total Supported

01 As Planned As Released baselines 19 6 (4) 23

02 4-Tier, 9-Step Development Process 2 2 (2) 4

03 Naming, Numbering and Reuse 3 3 (2) 5

04 Data and Record Integrity 5 5 (5) 10

05 Validation and Release Records 3 3 (3) 6

06 Changes and Revision Records 8 8 (8) 16

07 As-Built and Verification Records 7 (7) 7

08 Information Systems 2 (N/A - 2) N/A -2

09 Facilities and Asset Management 9 (8, N/A -1) 8, N/A -1

10 Security, Safety and Environmental 6 (6) 6

11 Business Program Management 3 (3) 3

12 Research and Development Engineering 4 (4) 4

13 Marketing, Sales and Contracts 3 (1) 1

14 Supply Chain Management 5 (1, N/A -2) 1, N/A -2

Sum 40 66 (7, N/A-6) Supported – 93


As Planned As Released baselines1.01 Baselines for Products in development and Production

The tool can support as-planned/as-released product baseline formats and data fields per the template provided in the CMII/IPE Model. Each baseline carries the same identity as the product.

Mandatory modules: Foundation, Change ManagementOptional modules: Schedule Management, Manufacturing planning

Configurable document relations controlled by preference

O


ANNOUNCING TEAMCENTER 4 STAR CERTIFICATION

September 2018: CM2 4-Star CertificationTeamcenter release: 11.5 Active workspace release: AW4.0Modules:

o Foundationo Change Managemento Schedule Management,o Manufacturing Planning,o Teamcenter Reporting & Analytics,o Service Schedulero As Builto Substance Compliance


Demo Teaser


SUMMARY AND FUTURE WORK


SUMMARY

§ IpX Enabling Tool Certification enables a PLM enabling tool health checkup

§ Tool certification is a small piece of an overall integrated process improvement system perspective

§ A 4-5 star certified tool NOT leveraged provides little value to your business


FUTURE WORK

§ Complete industry perspective implementation dependency

mapping and compare with recommended implementation ordering

in IpX Training

§ Refresh committee membership with another PLM tool constituency

and rerun / refine the people, process, tool assessment via templates

§ Need volunteers for Chair and committee members!

§ Need another tool vendor to participate.

§ Sign up today!

§ INCOSE/IpX separate working group to review and refine 225

Operating Standard process side requirements


THE BOTTOM LINE: PLM MATTERS…ENSURE IT IS HEALTHYAccuracy & completeness of an organization’s information backbone is critical

Adapted from ICM’s CM2 materials and CIMData inputThe integrity of information and effectiveness of the organization are linkedØ Integrity = accuracy and completeness of the information you

use to make decisionsØ Effectiveness = the ability to respond accurately and quickly

Situation 1 Situation 2 Situation 3 Situation 4

Datasets & Requirements

Clear, Conciseand Valid

Clear, Conciseand Valid

Subject To Interpretation

Subject to Interpretation

Verification Measurements

Easily Applied and Concise


Easily Applied and Concise


Results Consistent Conformance Intermittent Errors Intermittent Errors

Work Harder to Maintain Status

Quo (Chaos)

Reason for Changes

Continual Improvement Corrective Action


THANK YOU

Paul [email protected] https://www.linkedin.com/in/pfnelson/

Connect on

https://www.linkedin.com/in/pfnelson/

Documents

TITLE AND ABSTRACT...#IpXConX18Hosted by the Institute for Process Excellence (IpX) PLM Certification 8 Mission statement: Understand and Streamline the PLM tool CM2 certification