1. www.pco-innovation.com Cliquez et modifiez le titre Philippe GAUTREAU Souheil KARAM October 26th 2012 MONTREAL 1 Key Success Factors and Strategic Planning for a PLM Project

2. www.pco-innovation.com Cliquez et modifiez le titre www.pco-innovation.com Objectives Share with you PCO Innovation vision of PLM Share key success factors implementing PLM project Share PLM projects breakdown activities for PCO Innovation Share our best practices and methodology

3. www.pco-innovation.com Cliquez et modifiez le titre www.pco-innovation.com Agenda Our vision Main challenges Key success factors Project breakdown activities / highlights PCO Innovation Lean Delivery Model Conclusion

4. www.pco-innovation.com Cliquez et modifiez le titre www.pco-innovation.com Our vision Starting from scratch, upgrading or extending an existing PLM implementation, a PLM project is an opportunity for the company To improve the performance of current activities To benchmark their internal processes To be inspired by best practices To implement new tools to support business activities A PLM project is mainly a business transformation for the organization

5. www.pco-innovation.com Cliquez et modifiez le titre www.pco-innovation.com PLM projects main challenges Lack of vision / vision not shared Not enough implication of sponsors Very ambitious projects with limited means Integration and decommissioning not anticipated Problems in turning business needs into specification Adoption managed by customer with lack of know-how Gaps between PLM solutions and business requirements Meeting Project Cost, time and quality Heavy customization – OOTB approach not accepted

6. www.pco-innovation.com Cliquez et modifiez le titre www.pco-innovation.com PLM projects key success factors Position project at enterprise level Strong project execution Manage change “Out of the Box” approach IS governance : interface and migration Effective Application Management services

7. www.pco-innovation.com Cliquez et modifiez le titre www.pco-innovation.com PLM project breakdown activities Manage change Position project at enterprise level “Out of the Box” approach IS governance : interface and migration Opportunity study Define Project boundaries Business Process Re-engineering Solution Architecture Solution Configuration Solution implementation Adoption plan : Coaching, communication, training Interface Strategy Interface specification interface development interface integration Migration Strategy Data Cleansing Migration Tools development Data migration Strong project execution Application Management services PLM Roadmap PLM Architecture PLM Vendor Selection PLM project management Level 1 Support Level 2 Support Level 3 Support 7

8. www.pco-innovation.com Cliquez et modifiez le titre www.pco-innovation.com Highlights : Position project at enterprise level Opportunity study Define Project boundaries Business Process Re-engineering Activities PLM is a business transformation for the company Well define boundaries related to strategic goals PLM is an opportunity to improve business process Middle management involvement PLM is a business transformation for the company Well define boundaries related to strategic goals PLM is an opportunity to improve business process Middle management involvement Lack of sponsorship No arbitration Think local vs global Lack of sponsorship No arbitration Think local vs global Workshop for Accelerated Strategy Alignment & Business Improvement TIPS RISKS

9. www.pco-innovation.com Cliquez et modifiez le titre www.pco-innovation.com Highlights : Strong project execution Activities PLM project management Use the good methodology : agile or not agile ? Manage requirements from beginning to the end Secure your project with quality management Project repository for knowledge management Use the good methodology : agile or not agile ? Manage requirements from beginning to the end Secure your project with quality management Project repository for knowledge management Agile doesn't avoid requirements definition Scope creep Key resources getting promoted to other projects Agile doesn't avoid requirements definition Scope creep Key resources getting promoted to other projects TIPS RISKS

10. www.pco-innovation.com Cliquez et modifiez le titre www.pco-innovation.com Highlights : Manage change Activities Adoption plan : Coaching, communication, training Change includes processes, organization and tools Communication and training must be adapted on each project phase with appropriate media It concerns all levels of the organization Change includes processes, organization and tools Communication and training must be adapted on each project phase with appropriate media It concerns all levels of the organization non-achievement of business goals Under estimation of charge Start change late in the project Lack of support for an OOTB approach non-achievement of business goals Under estimation of charge Start change late in the project Lack of support for an OOTB approach Motivation Adoption Practices Strategy TIPS RISKS

11. www.pco-innovation.com Cliquez et modifiez le titre www.pco-innovation.com Highlights : “Out of the Box” approach Activities Solution Architecture Solution Configuration Solution implementation PLM Roadmap PLM Architecture PLM Vendor Selection Early feasibility check with Mock-Up Agile approach with ad-hoc tooling High knowledge of OOTB capabilities to support business/solution convergence Early feasibility check with Mock-Up Agile approach with ad-hoc tooling High knowledge of OOTB capabilities to support business/solution convergence Requirements / OOTB divergence « Dark Twisty Turn-filled Tunnel Syndrome » Rejection of the solution by users Requirements / OOTB divergence « Dark Twisty Turn-filled Tunnel Syndrome » Rejection of the solution by users ECO System of INTegration PCO University SW vendors Partnerships TIPS RISKS

12. www.pco-innovation.com Cliquez et modifiez le titre www.pco-innovation.com Highlights : IS governance Interface Strategy Interface specification interface development interface integration Migration Strategy Data Cleansing Migration Tools development Data migration Activities Analyze existing IS Infrastructure Define data transformation and validation strategy Define end to end data exchange Coordinate and manage the business processes. Analyze existing IS Infrastructure Define data transformation and validation strategy Define end to end data exchange Coordinate and manage the business processes. PLM is not the only IS Migration of “Legacy” data is often underestimated No resources for data cleansing PLM is not the only IS Migration of “Legacy” data is often underestimated No resources for data cleansing TIPS RISKS

13. www.pco-innovation.com Cliquez et modifiez le titre www.pco-innovation.com Highlights : Application Management services Activities Level 1 Support Level 2 Support Level 3 Support Service Level Agreement level 1 : user support SLA level 2 : improvement management (expertise) SLA level 3 : evolution management Service Level Agreement level 1 : user support SLA level 2 : improvement management (expertise) SLA level 3 : evolution management Support a 24/7 system in an international context Traceability of the “as maintained” Gap between PLM and evolutions of business needs Support a 24/7 system in an international context Traceability of the “as maintained” Gap between PLM and evolutions of business needs Dedicated maintenance service centers on main PLM technologies TIPS RISKS

14. www.pco-innovation.com Cliquez et modifiez le titre www.pco-innovation.com IT Architecture Stream Lean Delivery Model Overview 14 Lean Delivery Model Backlog 3… 4… Sprint … Accep- tance … … 4… Sprint … Accep- tance Components Sprint 1 Sprint 1 Sprint 1 Sprint 2 Sprint 3 Sprint 4 Sprint … Accep- tance Sprint 1 2 3 1 … … …… … … Sprint 1 Sprint 2 Sprint 2 … … Sprint 1 2 3 1 Release 1 Release 2 Continuous Integration Commitment Solution Design Requirements Mock-up SW Architecture Alignment Streams eligible to Offshore/ Nearshore Complex Development / Interfaces Factory Learning Factory Migration Factory Business Transformation (BPM / Change / Roll-out) Stream Program Management / Convergence Stream Strategic Roadmap / Enterprise Architecture / Decommissioning Stream

15. www.pco-innovation.com Cliquez et modifiez le titre www.pco-innovation.com Conclusion 15 Business Transformation (Change Management pragmatic methodologies) Business Transformation (Change Management pragmatic methodologies) Expertise & Return of experience Expertise & Return of experience Flexibility Reactivity & Pragmatism Flexibility Reactivity & Pragmatism PLM Staffing Capacity Industrialization (PMO, ECO INT, ECO MAPS...) Industrialization (PMO, ECO INT, ECO MAPS...) New Challenges for you : PLM ambitious vision & global transformation programs New Solutions from us : Industrialization / best practices / cost optimization with PCO Innovation Lean Delivery Model