PLM Implementations Done Right

Once you decide which PLM software you want to use, the hardest part of your job is over; right? Nothing could be farther from the truth. One of the biggest challenges for any PLM activity is to implement the software properly. Without a focus on this part of your PLM software activities, you will often experience many sad days filled with crying and lamentations.

Some of the most important areas to consider are:

1)      Follow project management best practices – Some people think that with a PLM implementation, you can just wing-it. No, no, no! There must be strong oversight and coordination during the entire implementation program. It is certainly true that, “failing to plan is planning to fail.” Find someone to manage this program that really knows what they are doing.

2)      Put together the right team – Many people will be required to make this PLM implementation a reality. Get commitments early to make sure you have the right skills at the right time so you can ensure the PLM software is implemented properly.

3)      Make the correct plans – There is a host of plans you will need to create in order to assure PLM implementation success. For example: Process plans with use cases, cultural change management plan, integrations planning, testing and validation plan, data migration plan, pilot testing plan, training plan, rollout plan, and others. If you think you can do a PLM implementation without extensive planning, you will be very sad and disappointed; and you might cry.

4)       A strong plan for transition to on-going  PLM support – You will need to plan how you will go from supporting the roll-out of PLM to supporting the day to day activities across the enterprise. There needs to be plans for daily user issues, as well as enhancement requests and user meetings to make sure people are using the tools properly.

There certainly is a lot to do when you plan on implementing PLM software. Wow!

Would you like to learn more about properly implementing PLM? Join me for a FREE webinar on this topic:

Go here to register for this informative FREE webinar.

Please let me know what you think.

Cheers,

Jim  

PLM Education Done Right in 3 Easy Steps

I have recently read several articles about the complex nature of PLM: PLM Should be Like Google, and PLM is Too Complicated. Some would like to make it simpler, and some would like to remove much of what we see today in modern PLM software tools. Managing a product's life-cycle is not simple. By definition, the tools that do this job well will not be like playing Solitaire. I think there can be some things done to simplify PLM for many users, but, in my opinion the answer lies in better education.

When software doesn't appear to work correctly, users blame the software, management blames the users, customers blame the company, and everyone thinks it is someone else's problem. When PLM software is complex and difficult to use, the blame is usually placed on the software, or the vendor, or someone else. Usually, no one says "Gee, I need more education so that I can use this software properly."

Here are 3 simple steps that you can follow to make sure you have trained your users to use your PLM solutions properly:

1) Education and Training Plan - Too often education and training gets relegated to a low priority. A plan for education must be created before any software is ever purchased. Allow plenty of time for education and provide chances for users to give feedback before the software is implemented so that you can accommodate various ways of working at your company.

2) Super User Training - Make sure you identify several smart, intelligent, experienced, and good looking people to fill the role of a super user; ok, they don't have to be good looking, but it doesn't hurt. These users should be experts in their organization, looked up to, and knowledgeable in your company processes. These experts may be part of the PLM team as you evaluate solutions and determine your direction with PLM. They can also lend helpful advice during PLM implementation planning. After roll-out they will be an indispensable tool in helping all users get up to speed quickly.

3) On-going user groups - Many companies do initial user education, roll out the PLM software, and then hope for the best. New PLM software capabilities are often added in point releases, but no one ever gets re-trained. With this approach, it's no wonder the users can't use the software. There must be follow-up and constant interactions with the users to understand their issues, introduce new features, and communicate future PLM activities. When users feel that they are on their own without adequate training, they will often point their fingers at the software. Monthly user meetings with leadership from your super users will help users feel empowered. Throw in some free pizza, and that's a winning formula in my book.

Follow these three simple rules, and I think you will see happier users who feel like PLM experts. It will make a big difference in your PLM activities.

Do you think your users are properly educated? Let me know what you do to keep them sharp!

- Jim

Back to the Future: The 5 Best PLM Posts of 2012

Before we rush off down the road that is 2013, let's take a moment, and look back at some of my best and most commented posts from 2012. Sit back, put your feet up, and enjoy. Perhaps as we look at these posts, we can learn something about the future of PLM:

1) Most Commented Post: PLM Education, Gangnam Style

I don't like to think that I got any bump in comments based on the popularity of the YouTube video, but it didn't hurt. PLM education is important. I hope you have some PLM education planned during 2013. If you don't know where to start, CIMdata has a PLM certificate class that really rocks! I ought to know, since I teach it.

2) Most Liked Post: What the Mars Rover Landing Can Teach us About PLM

The landing of the Mars Rover in September 2012 had a lot to teach us about PLM. The landing was complex and tedious, but after many trial runs, simulations, and testing, it worked perfectly. We can learn a lot about how we approach PLM from this exciting event.

3) Most Insightful Post: Top 10 Ways to Tell if Your Business Needs PLM

There are some key signs that point to the need for PLM in your business. I got many comments from people who thought they already had PLM, but realized there might be more to it. This kind of company effort can have many benefits.

4) Most Sagacious Post: How Will Social Media Technology Impact PLM?

When I posted this back in May, it was clear that PLM would be impacted by social media tools. This trend has not diminished, and I think we will see some very exciting advances in 2013. New devices and software will slowly make PLM a much more social activity.

5) Most Viewed Post: 2013 - The Year of PLM!

This is a great blog post to end with, since my hope for everyone is that 2013 can be a great year. I hope you get everyone at your company educated about PLM, and watch your efficiency, innovation and ROI increase.

So, what do you have planned for 2013? What do you think we will see this year? I hope it's a great one!

Jim

5 Signs Your PLM Implementation is Headed for the Pooper

"Do you have any PLM experience?" the HR person asked. "A little", I replied. Thus began a 5-year odyssey to implement PLM at a large company that shall remain nameless.* During that time, I learned many things. Mostly, I learned what not to do when implementing PLM. I would like to share 5 things I learned the hard way, while watching my PLM implementation go right down the pooper.

Does this sound familiar: You get to work, there are numerous emails that require your attention, but the most pressing is the note that tells you the PDM system is not working. No one can check anything in or out. Then you realize that without this key ingredient, none of the other areas of your PLM implementation will work, since you are dependent on "a single version of the truth"; then, things go from bad, to worse.

That was my experience one fine day, but I digress. Below are the five things that I think will help you avoid the problems I had with my PLM implementation:

1) Ineffective Training - In our case, we trained the users, but because the initial deployment was delayed, the users mostly forgot what they had learned. The business did not see any need to re-train, or spend any money on cross-training with other users in manufacturing planning, supplier management, or service. That meant those who were trained did not know the system very well and their collegues in other organizations did not know it at all. If I had it to do all over again, I would train all business organizations about PLM, and then make sure the specific tool training was done on a more timely basis.

2) Neglecting a Cultural Change Plan - We spent very little time worrying about cultural change. This meant that when the initial system was rolled out, we had a lot of push-back. Many users did not like the new way of working, and we did not engage most of the people before-hand. The lesson I learned here is to make a cultural change management plan early in the planning process, and get many people involved early so there is not a wholesale revolt when the new system is deployed.

3) Data Migration Kicked our Butt - We listened to the vendor, and did not plan much effort for data migration. We were under the impression it would be "automatic". Sadly, this was not the case. Part of our initial delay was the lack of data we needed to run our new PDM system. If we had understood all the time it can take to do the data migrating and cleansing and testing, we would have started it long before we did. Data migration always takes longer than you think.

4) PLM Value was Not Well Understood by Management - We did not do a lot of work up-front to try and quantify the benefits we would get from PLM. We had some money, and we wanted to spend it on PLM, that was about it. We should have done a cost-benefit analysis up-front so we had a good baseline. Then we could have always shown management the benefits we were getting from PLM. As it was, we went back after the fact to try and quantify this, but it was really hard. To this day we still do not have a good handle on the benefits we are getting from PLM.

5) The PLM Team was...Me - We tried to put a PLM team together but because upper management types did not really understand the potential of PLM, we could never get any people to help. So, it fell to me to make PLM happen. I did have help from the vendor, and a few others, but I did not get much help from our various business organizations. That is one of the biggest lessons I learned: you must have a cross-functional team to implement PLM. All the people must feel like they have some "skin in the game". Otherwise, when you implement the final solution, there will be major groaning and complaining.

So, there you have it. I learned many more things during this odyssey, but these 5 are some of the highlights; or should I say low-lights. I hope it is helpful. PLM can be a great boon for your business, but you have to do it right. Take my experience, and use it to avoid your own problems.

What do you think? Have I missed anything you believe is important?

Cheers,

Jim

* - These experiences represent several people from various companies around the globe. Can you relate?

Top 10 Ways to Tell if Your Business Needs PLM

How can you tell if your organization needs PLM? It won't help to use a crystal ball, or consult your daily horoscope. It will require you to look at your business and figure out how it can be more innovative and efficient. In my opinion, everyone needs PLM. Take a look at this list, and see where PLM can help you.

How to tell if you need PLM:

10) It takes a long time to find the correct information, and after you find it, you are still not 100% sure it is the latest information.
9) In order to find product design information, you need to look in 3 or more different systems.
8) Large parts of your business are still managed with Microsoft XL Spreadsheets.
7) Email is your companies #1 collaboration method.
6) There is no link between your Engineering BOM and your Manufacturing BOM
5) You believe PLM is just another basic module of ERP that can be easily implemented.
4) Your existing PDM/PLM software is heavily customized.
3) You are still using intelligent part numbers.
2) Workflow and change processes are handled manually by passing around file folders.
1) PDM and PLM are used interchangeably and mean the same thing in your organization.

One of the best ways to get on the path to PLM is with education throughout your organization. PLM education will dispel misconceptions, solve the above challenges and more. If you think your organization needs a better understanding of PLM, there is no better way than to get educated.

A typical plan for this kind of activity might have you or one of your colleagues attend a PLM Certificate Course, then make a plan to bring a customized course into your company where many people can be trained.

Keep working, and soon your organization can realize the benefits of PLM efficiency and innovation.

Cheers,

- Jim