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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• 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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