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1 Geoffrey Hammett – 20120818 © 2012 Product Lifecycle Management Process and Software Tools ProductCamp 2012 Session Leader: Geoff Hammett - [email protected] http://www.linkedin.com/in/geoffreyhammett GTRI Conference Center 250 14th Street NW Atlanta, GA 30318
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Product Lifecycle Management Process and Software Tools

Sep 13, 2014

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Session by Geoff Hammett at ProductCamp Atlanta 6, on August 18, 2012.
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Page 1: Product Lifecycle Management Process and Software Tools

1Geoffrey Hammett – 20120818 © 2012

Product Lifecycle Management Process and Software Tools

ProductCamp 2012 Session Leader: Geoff Hammett - [email protected]://www.linkedin.com/in/geoffreyhammettGTRI Conference Center250 14th Street NWAtlanta, GA 30318

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Alternate Session TitleHow to prevent this…

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Geoffrey Hammett – 20120818 © 2012 3

Alternate Session TitleHow to prevent this…

…from becoming this!

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Geoffrey Hammett – 20120818 © 2012 4

Alternate Session TitleHow to prevent this…

…from becoming this!

A topic for another day…

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Overview

GTRI – some history In order to know where you’re going…

ToolsMachinesAutomationProgrammable Automation

Product Lifecycle Management ProcessEvolution – One ViewSome Key PLM Charts

Attendee discussion: PLM Software Tools

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My Background

EducationBSc Mechanical Engineering, University of VirginiaMBA, Georgia State University

Product Engineering ExperienceFord Motor Co. - Automotive Texas Instruments – Consumer ElectronicsScientific-Atlanta – Telecommunications, Cable, SatelliteCoggins Systems – Oil/Energy

Program/Product Management ExperienceScientific-Atlanta – DMX: 1st all digital cable system, Sega Channel, Cable Modem, Sun/Oracle/Solaris Subscriber Control System HW & SWCisco Systems – DOCSIS Cable Modem/VoIP, IP Video Set-top Receiver (AT&T U-verse)

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Georgia Tech - GTRI

Thank you for hosting! Ga Institute of Technology:

Founded 1885, opened 1888: Georgia School of TechnologySpawned Ga State University in 1955

Ga Tech Research Institute (GTRI): Funded 1934 as Engineering Experiment Station (EES)Renamed GTRI 1984

EES Success Story: 1951: Scientific Associates…Scientific-Atlanta (S-A)RF/Radar antenna performance measurementS-A’s success paved the way for technology “Incubators”1980: Advanced Technology Development Center (ATDC)

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Scientific Associates Drawing (from Microfiche)

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In Order to Know Where You’re Going…

Some History:

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Tools – Cut, Shape, Assemble by Hand

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Machines – Harness External Power…

Watt Steam Engine

Small Engine

Power Transfer Belts

Steam Engine Speed Controls

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Machines …Higher Precision and Throughput

Lathe

Drill Press

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Automation – Repetitive Task Efficiency

Drill Press

Assembly Fixture

HardTooling

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Programmable Automation - Flexible/Adaptable

Jacquard Loom

First Industrial Robot

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Programmable Automation - Flexible/Adaptable

In-line PCB Assembly System

Electronic Component Sequencer

PCB Photoplotter Photoplotter Controller

PCB Design System

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Evolution of PLM – Environment Lots of moving parts to product development,

manufacturing, launch and support. Requirements/Specs, NC Programs, CAD/CAM,

SW, FW, QA Data, Materials, Supply Chain, Order Management, Financials, Reporting, Databases, BOM’s, MRP, SCM, ERP, CRM, …

Needed a means to aggregate and manage:Not just the output…Needed to manage the process of creating the output

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Evolution of PLM – One View Benchmarking – PRTM (Pittiglio, Rabin, Todd & McGrath)

1976: PRTM founded in Palo Alto1982: Began benchmarking business performanceInitially - Catch up to Japanese JIT based processesGo beyond - identify next process improvement to change the competitive balance…found fruit: Product DevelopmentBest in class product lifecycle processes:• Speed• Cost• Quality1986: Initially developed Product and Cycle-time Excellence® (PACE®)2011: Pricewaterhouse Coopers (PwC) acquires PRTM

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A Few Key Elements of PLM Process Core Team Building and Consensus

Core team structureUpper management Product/Program Approval Committee (PAC)

Program/Project Pipeline Rationalization – Phase Gate Reviews

Return On Investment (ROI)Resource Availability/AllocationSchedule

Program/Project Cross-functional Agreement (CFA)Upper Management approval and to track actuals to plan• Key schedule milestones• ROI• Critical quality measures• Resource requirements

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A Few Key Aspects of PLM Process Note: Not all PLM Processes, Components or

Systems are alike The PLM process must be tailored to the

Company’s products, organization, people and program/project scope

In some cases: PLM process changes the Company…

orCompany changes the PLM process (Phases, Gates, Approvals, etc.)

“Organize around outcomes”

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Example Core Team Structure

CoreTeam Leader Focal point of accountability for the

program Plans and executes the program

tasks and schedule CTL is the Product Mgr for Concept

phase but may be the Program Mgr for other phases

Core Team Members Key stakeholders support to the Core

Team Leader Responsible for action and

deliverables in functional area Make tactical project decisions Provide required information to the

PAC

Sales

Marketing Finance

Customer Support

Product Management

Corporate

Legal

Engineering

OperationsCore Team

Leader

Program/Product Approval

Committee(PAC)

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Product/Program Approval Committee (PAC)

Product Approval Committee Lead Leads PAC gate review meetings Records decisions/action items Accountable for timely decision

making and issue resolution within the PAC (conductor, mediator)

May be the division Executive

Product/Program Approval Committee

Upper management stakeholders Guides/determines critical program

parameters with CoreTeam Approves/Rejects/Redirects gate

reviews Makes go or no-go decisions Can make conditional go decision

Sales

Marketing

Customer Support

Product Management

Corporate

Legal

Engineering

OperationsProduct Approval

Lead

Finance

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Program Pipeline Rationalization – Phase Gate Reviews

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Example PLM Phases and Gate Reviews

ConceptReview

DevelopmentReview

Delivery Plan

Review

Customer Shipment

Review

General Availability

Review

End of Life

Review

Concept Plan Develop Validate Launch Sustain EOL

Corporate/Sector PAC Reviews

Division PAC Reviews

• Go-to-market• Product

Release

• Supply chain• Forecasting• Cost

reduction• Improvement

• Verification Test

• HALT/HASS• BETA Test

• Detailed Specs

• Design• Prototype• Unit Test• ALPHA Test

• Detailed Program Plan

• Product Requirements

• Concept Doc• What, Why,

When, ROI

• Customer Notice

• Material Review• Close Orders• Doc Review

Note: • Some program Phase overlap is expected/encouraged• Gate reviews “officially” determine program Phase

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Cross-functional Agreement CFA)

Provides Key Program Metrics and Program Team Commitments• Schedule• ROI• Quality• Resources Required• Log of Program Changes

“Contract” signed off/Approved by PAC Monitored and Reviewed at Each Gate

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<Program/Project Name>

Phase Schedule Units Plan Required Current

Concept Phase Date

Planning/Specification Phase

Date

Development Phase Date

Test/Evaluation Phase Date

Release/Launch Phase Date

End-of-Life Phase Year

Key Program Milestones Units Plan Required Current

Critical Quality Metrics Units Plan Required Current

Scope Changes Units Plan Required Current

ROI Summary Units Plan Required Current

Revenue/Sales $M

Total Variable Cost $M

Gross Margin Target %

Engineering Cost (NRE) $M

Incremental Cost Allocation

$M

Depreciation $M

Total Program Cost $M

Contribution Margin %

NPV $M

ROI %

Key Resource Requirements

Units Plan Required Current

Total # of Person-months

# FTE

Headcount Expense $M

Prototype Expense $M

Outside Services (NRE) $M

Capital Expense $M

Program Change Log Requested by Justification

Key Quality Metrics

Program Cross-Functional Agreement

ROI Plan

Resource

Requirements

SchedulePlan

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Questions?

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Discussion Topics: PLM Software Tools

Best things you like about the toolUser Interface?Benefits?Drive Collaboration and Consensus?Help Drive Phase Gate Reviews and Approvals

How long to become a user? How long to become proficient? How do you feel it helps the PLM Process?

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Acknowledgements

GTRI Historical Archive Henry Ford Museum – Dearborn, MI Coursera/U. of Mich – Internet History, Technology, and

Security Scientific-Atlanta/Cisco Systems, Inc. PRTM – PricewaterhouseCoopers, LLP CIMdata, Inc. Wikipedia

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Backup Slides

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Example: Consumer Products – Vacuum Cleaners

Automation Era Products Programmable AutomationEra Products

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Computing/Business Machines Evolution

Abacus and Tabulating Aid Hollerith Tabulating Machine

Data Processing Center

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Communications - Early

Stansbury Printing Press

Edison Mimeograph

Marconi Wireless

Part NumberLog Books

Central Files Room

BusinessPhonograph

Semi-AutomaticKey

TelephoneSwitchboard

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Communications - Newer

Async NetworkProcessor

Manufacturing Automation

Protocol Rack

ATM Multiplexer

QAM/QPSK Modulators

CRS-3 Carrier Routing System

ES-6500802.11ac Wi-Fi

Router

ASR 9000 Aggregation Services Router

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Some PLM Terms You May Hear Core Team, Core Team Leader Concurrent Engineering Cross-functional ECO/ECN//PCN/PCR – C=Change Go-to-market – “Everything else” required for launch (Product Manager responsibility) IPP – Integrated Project/Program Plan Program/Project/Product PAC – Program/Project/Product Approval Committee Phase/Stage Phase/Stage/Gate Review Pipeline Management – Align strategy with project/functional management Product Launch Time-to-market xRD – Requirements Document, x= Concept. Product, Market, System, Software xCD – Control Document, x=Specification, System, Software SFS – Software Functional Specification SDD – Software Design Document

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Business Layer vs Technical Layer1. Business Layer

The Business Layer provides executive management visibility and control throughout the product lifecycle

2. Technical LayerThe Technical Layer enables the development teams to define, implement

and execute throughout the product lifecycleBusiness Planning Functional Spec

DevelopmentEOL

ProcessProgram PlanDevelopment

Support Process

Support Process

System Definition

Test StrategyDefinition

Code Development &Unit Testing

System Test and Regression

Testing

Integrate FeaturesTest PlanDevelopment

Detailed DesignDevelopment

Acceptance Testing

Product Planning

Feature Test

On-going Test

Prepare for release

Field Validation- EFT/Beta Test

Integration Plan Development

TeamReviews

Release products

Finalize collateralFor release

Finalize pricing And product codes

Report and verify

Concept Plan Develop Validate Launch Sustain EOL

ConceptReview

DevelopmentReview

Delivery Plan

Review

Customer Shipment

Review

General Availability

Review

End of Life

Review

ConceptRequirements

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PLM Software Vendors Autodesk - Autodesk 360 for PLM Cyco Dassault Systems – Product Lifecycle Management Portfolio EDS PLM Solutions Eigner IBM PLM Solutions MatrixOne Oracle - Agile PLM PTC – Windchill SAP – Product Lifecycle Management Siemens – Teamcenter