1. EDGE™ Concept Development & Selection prepared by Prof. Margaret Bailey (ME) Copyright © 2006 Rochester Institute of Technology All rights reserved.

2. EDGE™ Today’s Workshop Overview 10am –11:30AM Interactive Exercise on Concept Development & Selection10am –11:30AM Interactive Exercise on Concept Development & Selection 2 - 3:30 PMConcept Development & Selection on Team Project2 - 3:30 PMConcept Development & Selection on Team Project 3:30 – 4 PMCreate Summary of Workshop Activities3:30 – 4 PMCreate Summary of Workshop Activities By 4:30 PMReview Team Concept Development and Selection Activities with GuideBy 4:30 PMReview Team Concept Development and Selection Activities with Guide

3. EDGE™ Session Overview Introduce Concept Development & Selection ProcessIntroduce Concept Development & Selection Process Explore Two-Stage MethodologyExplore Two-Stage Methodology Demonstrate Above Steps on ExampleDemonstrate Above Steps on Example Discuss Common Dysfunctions Associated with this PhaseDiscuss Common Dysfunctions Associated with this Phase Apply Concept Development & Selection Process to Team SD1 ProjectApply Concept Development & Selection Process to Team SD1 Project

4. EDGE™ Concept Development & Selection Session Learning Objectives 1.Understand concept selection matrix - commonly used decision tool in product development 2.Reinforce importance of concept selection within product development process 3.Explore the application of a selection matrix method for selecting & developing product concepts – can be applied to sub-systems as well.

5. EDGE™ Concept Selection Example: Reusable Syringe Karl T. Ulrich and Steven D. Eppinger, 2004, Product Design and Development, Exhibit 7-1, Chapter 7, 3 rd Edition, Irwin McGraw-Hill

6. EDGE™ Concept Selection Example: Reusable Syringe Design an improved, reusable syringe with precise dosage control for outpatient use.Design an improved, reusable syringe with precise dosage control for outpatient use. –Current product was too costly and inaccurate Seven criteria identified based on customer needsSeven criteria identified based on customer needs –Ease of handling, use and manufacture –Readability of dose settings and accuracy –Durability and portability Seven overall product concepts proposed (Exhibit 7-3)Seven overall product concepts proposed (Exhibit 7-3)

7. EDGE™ Concept Development & Selection Process Perform Economic Analysis Benchmark Competitive Products Build and Test Models and Prototypes Identify Customer Needs Establish Target Specifications Generate Product Concepts Select Product Concept(s) Set Final Specifications Plan Downstream Development Mission Statement Test Product Concept(s) Development Plan Karl T. Ulrich and Steven D. Eppinger, 2004, Product Design and Development, Exhibit 7-2, Chapter 7, 3 rd Edition, Irwin McGraw-Hill These activities can occur throughout the design process!

8. EDGE™ Concept Ratings Selection Criteria Winning Concept(s) Concept Development & Selection Process Goal: The goal is not to select the best concept but to develop the best concept by combining and/or refining Concepts Screening Stage Scoring Stage

9. EDGE™ Concept Development & Selection Funnel Karl T. Ulrich and Steven D. Eppinger, 2004, Product Design and Development, Exhibit 7-4, Chapter 7, 3 rd Edition, Irwin McGraw-Hill

10. EDGE™ Examples of Concept Generation Karl T. Ulrich and Steven D. Eppinger, 2004, Product Design and Development, Exhibit 7-3, Chapter 7, 3 rd Edition, Irwin McGraw-Hill Concepts need to be well-defined PRIOR to concept evaluation! (neither of these concepts made the screening cut)

11. EDGE™ Concept Selection Process Prepare the Matrix Rate Concepts Rank Concepts Combine and Improve Select Best Concept Reflect on the Process Screening Stage Screening Stage Scoring Stage Scoring Stage Prepare the Matrix Rate Concepts Rank Concepts Combine and Improve Select Best Concept Reflect on the Process

12. EDGE™ Concept Development & Selection Funnel Karl T. Ulrich and Steven D. Eppinger, 2004, Product Design and Development, Exhibit 7-4, Chapter 7, 3 rd Edition, Irwin McGraw-Hill

13. EDGE™ Screening Stage Prepare the Matrix – Pugh's METHODPrepare the Matrix – Pugh's METHOD –Criteria –Select Reference Concept Rate ConceptsRate Concepts –Scale (+ – 0) –Compare to Reference Concept Rank ConceptsRank Concepts Combine and ImproveCombine and Improve –Remove Bad Features –Combine Good Qualities Select Best ConceptsSelect Best Concepts –May Be More than One –Beware of Average Concepts Reflect on the ProcessReflect on the Process –Continuous Improvement Karl T. Ulrich and Steven D. Eppinger, 2004, Product Design and Development, Exhibit 7-5, Chapter 7, 3 rd Edition, Irwin McGraw-Hill Concepts which made the first cut BUT more refinement required before SCORING process

14. EDGE™ Identify “Winning” Concepts Karl T. Ulrich and Steven D. Eppinger, 2004, Product Design and Development, Exhibit 7-3, Chapter 7, 3 rd Edition, Irwin McGraw-Hill Concept A has highest net score and no “worse than” ratings

15. EDGE™ Combine Winning Concepts Karl T. Ulrich and Steven D. Eppinger, 2004, Product Design and Development, Exhibit 7-3 and 6, Chapter 7, 3 rd Edition, Irwin McGraw-Hill Concepts D & F were combined to eliminate “worse than” ratings

16. EDGE™ Refine Winning Concepts Karl T. Ulrich and Steven D. Eppinger, 2004, Product Design and Development, Exhibit 7-3 and 6, Chapter 7, 3 rd Edition, Irwin McGraw-Hill Concept G’s scored well but ease of handling was a problem, therefore revise!

17. EDGE™ Screening Stage for SD1 Project NOWNOW –Select a sub-system (or overall product if applicable) –Prepare the Matrix –Begin the following as time allows This afternoon:This afternoon: –Rate Concepts –Rank Concepts –Combine and Improve –Select Best Concept –Reflect on the Process

18. EDGE™ Concept Development & Selection Funnel Karl T. Ulrich and Steven D. Eppinger, 2004, Product Design and Development, Exhibit 7-4, Chapter 7, 3 rd Edition, Irwin McGraw-Hill

19. EDGE™ Scoring Stage REFINE Pugh’s MatrixREFINE Pugh’s Matrix –Criteria –ADD Weightings Rate ConceptsRate Concepts –REFINE Scale (1 - 5) –Select “Average” Criteria for Reference –Compare to Reference Criteria Rank ConceptsRank Concepts –Sum Weighted Scores Combine and ImproveCombine and Improve –Remove Bad Features –Combine Good Qualities Select Best ConceptsSelect Best Concepts –May Be More than One Reflect on the ProcessReflect on the Process –Continuous Improvement Karl T. Ulrich and Steven D. Eppinger, 2004, Product Design and Development, Exhibit 7-7, Chapter 7, 3 rd Edition, Irwin McGraw-Hill

20. EDGE™ Example: Concept Scoring Example: Concept Scoring Karl T. Ulrich and Steven D. Eppinger, 2004, Product Design and Development, Exhibit 7-7, Chapter 7, 3 rd Edition, Irwin McGraw-Hill Generated from Customer Needs – week 1 Need to revisit PUGH Matrix as your team’s knowledge base expands

21. EDGE™ Final Winning Concept - DF Karl T. Ulrich and Steven D. Eppinger, 2004, Product Design and Development, Exhibit 7-6, Chapter 7, 3 rd Edition, Irwin McGraw-Hill Concept DF was selected as the winning concept HOWEVER: Do not simply select concept was highest rating – conduct a sensitivity study by varying weights and ratings and examine effect on winning concept rating. Does uncertainty about a particular value have a large impact on the winning concept? Team could have decided to go with top two (or more) concepts. Concepts could be prototyped and tested for customer feedback.

22. EDGE™ Tips for Concept Development & Selection When possible, use objective rather subjective criteriaWhen possible, use objective rather subjective criteria Useful to identify strengths of concepts that do not make it through screening/scoring stages – could these be incorporated on winning concept(s)?Useful to identify strengths of concepts that do not make it through screening/scoring stages – could these be incorporated on winning concept(s)? Include ease of manufacture, reduced liability, and/or cost as criteriaInclude ease of manufacture, reduced liability, and/or cost as criteria Use concept development & selection process throughout SD1 and SD2Use concept development & selection process throughout SD1 and SD2

23. EDGE™ Concept Development & Selection Funnel Karl T. Ulrich and Steven D. Eppinger, 2004, Product Design and Development, Exhibit 7-4, Chapter 7, 3 rd Edition, Irwin McGraw-Hill

24. EDGE™ Test Product Concepts Perform Economic Analysis Benchmark Competitive Products Build and Test Models and Prototypes Identify Customer Needs Establish Target Specifications Generate Product Concepts Select Product Concept(s) Set Final Specifications Plan Downstream Development Mission Statement Test Product Concept(s) Development Plan Karl T. Ulrich and Steven D. Eppinger, 2004, Product Design and Development, Exhibit 8-2, Chapter 8, 3 rd Edition, Irwin McGraw-Hill Helps in further exploring concepts… Which concept should be pursued? How can the concept be improved to better meet customer needs? Should development continue? TOOL: Survey customer response, refer to Chapter 8 for more details

25. EDGE™ Practice Concept Development & Selection on SD1 Project Continue Team Screening Stage and start Scoring StageContinue Team Screening Stage and start Scoring Stage Prepare/Refine the Matrix Rate Concepts Rank Concepts Combine and Improve Select Best Concept Reflect on the Process Screening or Scoring Stages Screening or Scoring Stages Sample Excel Spreadsheet Available for PUGH

26. EDGE™ Rest of the Day…. Start with Concepts Associated with Critical Sub-function(s) Identified During Week 3Start with Concepts Associated with Critical Sub-function(s) Identified During Week 3 –Develop Pugh's Matrix for SCREENING Process Create Criteria, Select Reference Concept, Rate Concepts (Scale (+ – 0)), Compare to Reference Concepts, Rank Concepts,Create Criteria, Select Reference Concept, Rate Concepts (Scale (+ – 0)), Compare to Reference Concepts, Rank Concepts, Combine and Improve, Remove Bad Features, Combine Good Qualities, Select Best ConceptsCombine and Improve, Remove Bad Features, Combine Good Qualities, Select Best Concepts Refer to Exhibit 7-5Refer to Exhibit 7-5 –Refine Pugh's Matrix during SCORING Process Refine Criteria, ADD Weightings, Rate Concepts (Scale (1 - 5)), Select “Average” Criteria for Reference, Determine Sum Weighted ScoresRefine Criteria, ADD Weightings, Rate Concepts (Scale (1 - 5)), Select “Average” Criteria for Reference, Determine Sum Weighted Scores Combine and Improve, Remove Bad Features, Combine Good Qualities, Select Best ConceptsCombine and Improve, Remove Bad Features, Combine Good Qualities, Select Best Concepts Refer to Exhibit 7-7Refer to Exhibit 7-7

27. EDGE™ Next Week(s) Review and submit following deliverables to Team Guide during week 5 and beyond: Update Overall Project Plan and ScheduleUpdate Overall Project Plan and Schedule Results of Concept SCREENING Process for all identified critical sub-functions (refer to Exhibit 7-5)Results of Concept SCREENING Process for all identified critical sub-functions (refer to Exhibit 7-5) Progress on Concept SCORING Process for each critical sub-functions (refer to Exhibit 7-7)Progress on Concept SCORING Process for each critical sub-functions (refer to Exhibit 7-7)

28. EDGE™ Week 5 Graded Item: Concept Review - Logistics 30% of SD1 Grade30% of SD1 Grade In-depth meeting with Guide, Consultants, peers, customer(s), other experts to provide feedbackIn-depth meeting with Guide, Consultants, peers, customer(s), other experts to provide feedback PowerPoint presentation may help organize discussion, however should be more like a discussion than a formal presentationPowerPoint presentation may help organize discussion, however should be more like a discussion than a formal presentation –NOT a formal PowerPoint presentation but rather a discussion

29. EDGE™ Concept Review Grading Rubric

30. EDGE™ Week 5 Graded Item: Concept Review - Content DiscussDiscuss –Concepts with enough detail to reasonably complete a concept evaluation –Include concepts, details, and evaluation process Identify high-risk areas of the design, and enough modeling and/or simulation (computer-based or physical mock-up) to demonstrate that the project can be successfulIdentify high-risk areas of the design, and enough modeling and/or simulation (computer-based or physical mock-up) to demonstrate that the project can be successful –may include features such as new technology, previously untested technology, long-lead time or prohibitively expensive components Additional specific requirements should be agreed on with GuideAdditional specific requirements should be agreed on with Guide TEAM Goal: receive useful feedback from reviewersTEAM Goal: receive useful feedback from reviewers