Post on 30-Dec-2015
description
PTC Technology 2013
Windchill PLM Implementation
Best Practices to Successful
deployment
Douglas Fernandes de Oliveira Global Services Implementation Consultant
14/08/2013
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Agenda
• What are Criteria for Selecting Best Practices?
• Best practices:
1. Planning prior to Deployment
2. Aligning Business requirements to Implementation requirements
3. Define Infrastructure Early
4. Minimize customization
5. Plan Security in Advance
6. Learning and Adoption - Early and Often
7. Manage and Control Change.
8. Supporting documentation best practices
9. How can PLM perform for your organization?
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• Criteria for PTC best practices include – Easy to explain process improvement value
– Provides measurable process improvement
– Supports customers business initiatives
– PTC technology enabled
• Additional criteria for technical job aid investments in best practices: – High impact on future services efficiency, and freework
– Past or imminent services implementation experience
• Existence of “dedicated, experienced teams” (e.g. RFA, AutoPDS)
What are Criteria for Selecting Best Practices?
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Planning prior to Implementation
What needs to be planned before starting a Windchill Implementation
process?
• Define the value of moving to a new
targeted release of the project.
• Obtain Engagement Business History
• Ensure that the business objectives as
well as your implementation project
goals are aligned
• Maps the challenges (pains)
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Aligning Business requirements to Implementation
Misaligned requirements lead
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Aligning Business requirements to Implementation
Keep in mind
• The solution to problems is not just the
PLM System Functionality
• Prioritize the quick wins processes to
implement in Windchill.
• Collaboration is the first step in
successful Windchill implementation.
• Understand the requirements and
connect with the use cases
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Define Infrastructure Early
Leaving the infrastructure plan to last minute means…
• Misunderstand the PLM Software/Hardware
Matrix compatibility.
• High risk of project delay during PLM
systems implementation
• Premature decisions to cover the lack of
infrastructure resources
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Define Infrastructure Early
• Make sure that IT can provide the
infrastructure resources on time aligned
with Business goals.
• Let the IT department aware of the PLM
project changes, it might be to affect the
infrastructure planning.
• Understanding importance of the
infrastructure is one of the keys success
or failure of these Implementation
initiatives.
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Define Infrastructure Early
What the Infrastructure Resources I need to plan?
• Plan in advance the training resoucers Most of the projects put the training in the end of the implementation.
• A IT subject-matter expert (SME) or domain expert
is a person who is an expert in a particular
infrastructure area or topic.
• Make a good Infrastructure foundation (Software, Hardware, Network, Security, Information Data)
• Windows or Linux? Oracle or SQL Server?
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Define Infrastructure Early
Measure the capacity plan to keep PLM and business running
• Plan information growth
into the Windchill to
anticipate the business
need.
• Follow the new Business
projects to increase more
infrastructure resources.
• The Business doesn´t
have one size
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Minimize customization
Customization increases TCO
• High cost during of implementation
• Upgrades are painful and require high
efforts to manage the end solution
• Vendor support is compromissed
• Cause performe problems needing to
acquire more hardware resources
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Minimize customization
Use OOTB approach during the Windchill Implementation
• Configuration and not customization
• Explore the potential of the PLM System
capabilities first
• The greatest challenge when
implementing an “out-of-the-box”
solution is change management. (not
technical challenge)
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Minimize customization
What is the best decision?
• Option1: No Customization - OOTB approa’ch
- No cost, low risk, vendor support
• Option2: Customization - Modify the system to meet functional requirements
- Costs related to managing, high risk, no vendor
support
• Option3: Postpone Implementation - Sunk cost to software licenses, hardware, consulting
fees
- Do nothing, keep the existing system
• Option4: Custom in-house - Made to order system
- High maintenance cost
- High resources requirements
Co
st o
f ow
ne
rsh
ip
Funcation Gaps
High
Low High
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Necessary Evil
Bad decision Ideal
Wrong Selection
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3
1
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• Poor adoption and training cause project
failures
• Learning and Adoption ensures customers
realize the most value out of their PLM
investment
• Learning – The right training for the right people at the right time
– PTC University
• Adoption – Prepare users for change
Learning and Adoption
Early and Often
“Lack of training is the
common reason IT
projects fail to deliver
the expected value to
an organization.”
– Computerworld
Factors impacting value realization from technology
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Ensure the Solution is Used Effectively
Apply
• Ensure knowledge and skills are
applied in work environment
• Manage the resistance to change
• Provide easily accessible learning
and adoption support
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Manage and Control Change
Unplanned changes lead
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Manage and Control Change
• Put governance plans in place to
prevent scope creep
• Many critical system and application
outages are caused by inappropriate
changes
• Unplanned changes lead increase in
project cost and schedule during the
implementation
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Plan Security
Windchilll supports many security protocols
• HTTPS
• Multiple layers of infrastructure Database, Web, LDAP, Application
• SSO (Single Sign-On)
• Security labels for protect your IP (Intellectual Property)
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• Monitoring the health of system
Monitoring your Windchill PLM System
PTC System Monitor
• Detect / Diagnose / Resolve
operational incidents – Monitor how PDS is running
– Monitor performance
• User Experience Monitoring
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Support documentation
PTC Customer Support website
• The PTC Customer Support website provides
important technical information and access to
materials that will help in deployment planning,
implementation, and post “golive” support
activities.
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Supporting documentation best practices
Path to a Successful Deployment
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How can PLM perform for your organization?
What End-Users think it does? What IT thinks It does?
What the Managers think it does?
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How can PLM perform for your organization?
What it can really do!
• Best practices:
1. Planning prior to Deployment
2. Aligning Business requirements to
Implementation requirements
3. Define Infrastructure Early
4. Minimize customization
5. Plan Security in Advance
6. Learning and Adoption - Early and Often
7. Manage and Control Change.
8. Supporting documentation best practices
9. How can PLM perform for your organization?
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PTC Global Services
Obrigado