The Basics of Configuration Management - Part II

In part 1 we talked about some of the basic steps you should take to make sure Configuration Management (CM) is working well in your company. Following strict rules around CM provides the foundation for product innovation. In this post I want to cover a few of the rules you should follow to make sure CM is helping support your business properly.

Change Processes

The first set of rules you should evaluate covers how changes are initiated, tracked, and completed. There should be as few options here as possible. Do not provide the ability for anyone to use any type of ad hoc process they choose. Two or three options is all you really need: Simple and Low Risk (75%-80%), Complex and Medium Risk (15%-20%), Complex and High Risk (0%-5%); that's about it. Audit change processes, and make sure no one is going around them for a "unique" change. There should be accountability and penalties for those who do not follow the prescribed change processes. Your system should be set up so that NO WORK CAN BE DONE unless they have come through an approved change process.

Working on change practices can have a very significant impact on your projects. Those who have excellent change management practices are much more likely to achieve or exceed project objectives. This usually leads to happier customers, and more revenue for you.

(Procsi, 2009 Best Practices in Change Management Benchmark Report)

Requirements

The most basic approach to CM is to make sure the final product matches the original requirements. There must be a way to capture these requirements, and checks to measure conformance at each stage of product development. Many companies have some requirements that initiate a product, but as the process progresses there is no linkage back to these requirements. At the end of product development a working product may be produced, but if it matches the original requirements is anyone's guess. Implement a strong PDM system that can track requirements and provide a global view of as-planned vs. as-released states. Hold people accountable for decisions they make that are not in line with these original requirements.

Baselines

Create baselines to "freeze" the product at certain points in the development process. Baselines are very important since they allow us to go back to a valid design at any time. We can analyze these baselines, share them with partners and suppliers, evaluate with marketing and sales, and use these for product reuse to start a new valid project. Most companies do not have a good way to create a valid baseline. Have you ever sent something to a supplier, and then wondered what version you actually sent them? Baselines eliminate all these problems, and allow a smooth error-free design process.

Making CM an important part of your business will provide many benefits. It doesn't happen overnight, so keep working on it. Once you make this part of how everyone works, it will become second nature. I will provide a few more insights in part III.

What do you think?

-Jim

Why Has Social PLM Failed?

"I hate Facebook", he said, with fire in his eyes. "Twitter is a total waste of time, if you ask me. I can see no reason for it to exist!" I was instantly sorry I had asked his opinion. I was also surprised that someone in their mid 40's would have such strong negative opinions about social media. It was especially surprising, since this was a person that had embraced smart phones, tablets, PCs, email, and other technology for many years.

The man in question was an engineer who was looked to as a forward-thinking leader in his company. He was a key player in an engineering organization and in charge of introducing PLM to his company. He was also in charge of the entire PLM implementation project. The executives in this company would listen to him on PLM related technology issues. Any chance of  getting social PLM tools into this company was quickly erased from my mind. This conversation got me to thinking about social PLM and why it seemed to limp along in 2012.

Why has social PLM failed to make a big impact in most companies this year? I, along with others, thought this would be the year when social PLM would make a big push into most businesses. I also read a recent article by Oleg Shilovitsky about his take on this topic. Read the full article here.

I have come to the conclusion that Social PLM has failed because most people in the engineering and manufacturing parts of businesses (mostly the people that champion PLM) do not use social media. They have not seen benefits in their own personal lives, and that is why they struggle to see how it can help in their businesses. It reminds me of the early days of the PC: people started to buy personal computers for their own use, and then wondered why they couldn't have the same exceptional connectivity and personalization in their jobs?

I think social PLM will have to follow the same path. However, for that to happen, we need company PLM champions using social media in their personal lives. This has not happened yet. In fact, most of the PLM classes I teach tell me that very few engineers use or care much about social media tools. When I introduce the topic I get a lot of wide-eyed stares and snoring. Those who attend my classes think social media tools are fun toys for their teenagers, but have no use in a "real" business.

I am sure that this will change over time. Sadly, I am old enough to remember when people called Computer Aided Design (CAD) a toy, and when people called 3D modeling impractical, and when people called email a fad; of course, none of these turned out to be true. I just hope I can live long enough to see social PLM have its' due.

What does your company think about social media? What do the leaders of your business organizations think about social tools? Do they have Facebook accounts? Do they have twitter accounts? Do they see any benefits from social media? If not, it will be hard for any of them to see the benefits of Social PLM.

What do you think?

Jim