PTC Technology 2013 Windchill PLM Implementation Best Practices to Successful deployment

Douglas Fernandes de Oliveira

Global Services Implementation Consultant

14/08/2013

Agenda

What are Criteria for Selecting Best Practices?

Best practices:
1. 2. 3. 4. 5. 6. 7. 8. 9. Planning prior to Deployment Aligning Business requirements to Implementation requirements Define Infrastructure Early Minimize customization Plan Security in Advance Learning and Adoption - Early and Often Manage and Control Change. Supporting documentation best practices How can PLM perform for your organization?

What are Criteria for Selecting Best Practices?

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)

Planning prior to Implementation

What needs to be planned before starting a Windchill Implementation process?

Obtain Engagement Business History

Define the value of moving to a new targeted release of the project. Ensure that the business objectives as well as your implementation project goals are aligned Maps the challenges (pains)

Aligning Business requirements to Implementation

Misaligned requirements lead

Aligning Business requirements to Implementation

Keep in mind

Understand the requirements and connect with the use cases The solution to problems is not just the PLM System Functionality Collaboration is the first step in successful Windchill implementation. Prioritize the quick wins processes to implement in Windchill.

Define Infrastructure Early

Leaving the infrastructure plan to last minute means

High risk of project delay during PLM systems implementation Premature decisions to cover the lack of infrastructure resources Misunderstand the PLM Software/Hardware Matrix compatibility.

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.

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?

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 doesnt 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?
High

Option1: No Customization
- OOTB approach - No cost, low risk, vendor support

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Necessary Evil Wrong Selection Cost of ownership

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

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Bad decision Ideal

Option4: Custom in-house

- Made to order system - High maintenance cost - High resources requirements

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High Funcation Gaps Low

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Learning and Adoption

Early and Often
Poor adoption and training cause project failures
Factors impacting value realization from technology

Learning and Adoption ensures customers Lack of training realize the most value outis ofthe their PLM common reason IT investment projects fail to deliver Learning the expected value to The right training for the right people at the right time an organization.
PTC University

Adoption

Computerworld

Prepare users for change

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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

Unplanned changes lead increase in project cost and schedule during the implementation

Many critical system and application outages are caused by inappropriate changes
Put governance plans in place to prevent scope creep

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Plan Security
Windchilll supports many security protocols

Security labels for protect your IP

(Intellectual Property)

HTTPS Multiple layers of infrastructure

Database, Web, LDAP, Application

SSO (Single Sign-On)

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Monitoring your Windchill PLM System

PTC System Monitor

Monitoring the health of system

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?

Best practices:
1. 2. Planning prior to Deployment Aligning Business requirements to Implementation requirements 3. 4. 5. 6. 7. 8. 9. Define Infrastructure Early Minimize customization Plan Security in Advance Learning and Adoption - Early and Often Manage and Control Change. Supporting documentation best practices How can PLM perform for your organization?

What it can really do!

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PTC Global Services

Obrigado

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