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Executive overview of PLM 1
Talking to a VP 1
Short answers 2
The need for PLM 3
Implementing PLM 6
Responsibility for PLM 7
A new way of thinking 8
PLM offers different benefits to different managers 12
Be aware 13
Introduction to PLM 15
PLM in the 21st century 15
Lifecycle 17
Product 20
The many components of PLM 21
The emergence of PLM 24
Why PLM is important: Lifecycle problems to be resolved 27
More lifecycle problems to resolve 29
Why PLM is important: Product development problems to resolve 34
Why PLM is important: Opportunities to seize 35
Progress depends on retentiveness 37
Reality check 37
Engineering vision 40
Engineering strategy and engineering plan 42
Remembering the past 42
Lessons learned 43
The opportunities and benefits of PLM 45
Opportunities galore 45
Benefits along the lifecycle 45
Increasing revenues 46
Cutting costs 47
Other expressions of benefit 48
Doing all these things better 49
Managing that product data better 51
Opportunity, benefit and response 52
It's important. Be careful, it's easy to fail 53
The rationale for PLM 55
Many drivers for change 55
More problems across the lifecycle 64
Control isn't easy 65
Finding some structure 67
Sustainable development 67
Customer involvement and the voice of the product 68
Survival rules 69
Different views of PLM 71
The obvious benefits of PLM 71
Different standpoint, different view 71
The CEO 72
Business planners 73
Functional managers 74
Marketing managers; manufacturing managers 74
Engineering managers; product support managers 75
The workers 76
Application system vendors 77
Service providers 78
You start here - in the details of the PLM swamp 79
The product lifecycle environment 79
Product data and product workflow 82
Product workflow 83
An inefficient workflow 84
Product data, the devil is in the details 86
The link between product data and product workflow 93
At second glance 94
Key management issues around product data and product workflow 95
PLM has the answers 97
PLM meets the requirements 97
To do, and not to do 102
Some components of PLM 105
Product lifecycle activities 105
Product 106
Organisational structure 106
Human resources in the product lifecycle 107
Methods, techniques, practices, methodologies 108
Processes 114
System components in the lifecycle 115
Slicing and dicing the systems 117
Interfaces 118
Information 119
Standards 119
Many components 120
Uncoordinated incoherent improvement initiatives 121
Traditional management across the product lifecycle 121
Pressure for PLM 123
Improvement initiatives 124
So what do we do now? 126
PLM feasibility study 127
Coherent vision, strategy, plan, resources, metrics 129
Some definitions 129
From vision to plan 132
A company's PLM Vision 135
What is a PLM Vision? 135
Basic points about the PLM Vision 135
Where does the PLM Vision fit? 136
Metrics and the PLM Vision 137
Factors to consider when developing the PLM Vision 140
The team creating the PLM Vision 140
The PLM Vision report 142
The process of PLM Visioning 143
Thinking about Visions 143
In the absence of a PLM Vision 144
Reasons for developing the PLM Vision 145
The danger of underestimating Vision 146
Starting the Visioning process 148
Haziness of the Vision 155
Structure for the PLM Vision 157
Slicing and dicing 157
Key areas 158
A draft Vision in words 159
One step clearer 160
Reality check 161
A strategy to achieve the Vision 163
The PLM strategy 163
Military strategy 163
Lessons learned 165
American Civil War 166
France 167
The English Channel 168
Russia 169
The Pacific Ocean 170
Principles of military strategy 171
Industrial strategies 173
Manufacturing strategy 173
Company strategy 175
Principles of strategy 176
Importance of strategy 177
Principles for the PLM strategy 179
PLM principles 179
Focus on the product 180
Involve the customer, listen to product feedback 182
Remember the planet and mankind 184
Simple slim-line organisation 184
Highly-skilled people 185
Use of modern technology 186
Coherent PLM Vision, strategy and plan 188
Continually increase sales and quality, reduce time cycles and costs 188
Watch the surroundings 190
Maintain security 190
Preparing for the PLM strategy 191
The PLM strategy 191
Structure 192
A company-specific strategy 192
PLM strategy and change strategy 193
A strategy, not a system, practice or initiative 194
Developing a PLM strategy 195
A five-step process 195
First step: Collecting information 195
Current situation of the surrounding environment 202
Strategy identification and selection 205
Identifying strategies 205
Strategy elements 206
Implications of strategy elements 209
Policies 211
Strategy analysis 212
Communicating the strategy 213
The PLM plan 214
Change management for PLM 217
PLM calls for change 217
Equation for change 218
People 220
Communication 222
Learning 223
The reward system 224
Incremental change 225
Transformational change 226
The change leader position 228
Making change occur 230
PDM, an essential enabler for PLM 233
PDM systems 233
The importance of PDM systems 234
Top management involvement with PDM 235
Resolving data issues 237
A multi-user, multi-organisation environment 238
A multi-application, file-based environment 239
Multiple data definition 240
Multiple representations of data 241
Multiple versions 243
Multiple relationships 244
Meaning of data 245
Long-life data 246
Convincing arguments 247
Reasons for implementing a PDM system 249
Introduction 249
Information management 251
Reuse of information 256
Workflow management 259
Engineering change management 263
Overall business performance improvement 266
Resolution of business problems 267
Functional performance improvement 269
Better management of product development activities 271
Automation of product development activities 274
IS effectiveness improvement 277
Infrastructure for effective product development 279
Questions about the future role of PDM 281
Forewarned is forearmed 285
Introduction 285
Reasons and replies 285
Networking for PDM success 297
Engineering change process 299
Financial justification of PDM 305
Introduction 305
Time value of money 307
Net Present Value 309
Cost justification 310
Identification of benefits 311
Project calculations 313
Potential problems 315
FAQs about implementation and use 317
Introduction 317
What PDM functionality do we need? 318
Who should we involve in PDM? 318
How do I cost-justify PDM? 321
Does PDM fit with Concurrent Engineering? 323
How should I introduce PDM? 324
Should we buy or make PDM? 326
Should I outsource PDM? 327
Recommendations for a PDM Project Manager 329
Barriers to successful implementation of PDM 333
Many potential barriers 333
System 333
People 334
Project team 336
Process 338
Organisational structure 339
Funding 341
Information 342
Installation 344
Everyday use 345
Examples of PDM implementation 349
Introduction 349
Electronics industry 349
Automotive industry 353
Engineering industry 357
Aerospace industry 361
Summary 365
Maturity model for PDM 367
Four stages of evolution 367
A company at Stage 1 367
A company at Stage 2 370
A company at Stage 3 373
A company at Stage 4 375
A questionnaire 378
Traditional or modern? 380
The PDM project 383
Introduction 383
PDM project start-up 383
The task at hand 385
The need for models 386
The environment of modelling 387
Preparing to select a PDM solution 388
Gathering management information 389
Information about the product development environment 390
User requirements 394
Reporting results 396
Identifying scenarios 396
Prototyping and benchmarking 397
Selecting a PDM solution 398
Business benefits 398
Organisational issues 400
PDM architectures 400
The implementation plan 400
Implementation and use of PDM 401
A long-haul project 404
Review 405
PLM functionality and systems 407
PLM functionality 407
Vendors of PLM systems and components 409
Examples of PLM in use 410
Future developments 417
PLM systems with more complete functionality 417
Lifecycle phase/gate 417
Product feedback 417
Product portfolio simulator 417
Standards, standards, standards 417
Product responsibility 418
Product audit 418
Joint industry activities 418
Products and the law 418
PLM model 419
Financing new products 419
Understandable PLM 419
Index 437
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