PLM Software Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical PLM Software Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any PLM Software related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated PLM Software specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the PLM Software Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which PLM Software improvements can be made.

Examples; 10 of the 993 standard requirements:

  1. Has the development team gathered the latest information about security threats and vulnerabilities in the technology and the target operating environments for the component, product, or solution?

  2. How do you improve the productivity of your new product development process so it can operate at a faster clock rate, deliver better and more constant product quality and minimize lifecycle costs?

  3. Do you allow product portfolio renewal to occur without interference by merely adding new products, or should the renewal be governed based on strategic and financial targets over lifecycle?

  4. How do you distinguish the budding test genius from that one special person who will make your life as a manager a living nightmare of conflict, crises, and lost productivity?

  5. Does management fully understand all aspects of risk with respect to irrevocable life insurance trust accounts and/or the use of insurance products in discretionary accounts?

  6. What strategies do you implement to manage costs and remain competitive when it comes to high margin or high value products in the prime stage of market or patent lifecycle?

  7. Do managerial tools exist to provide a method to enhance current supply chain risk management over a products lifecycle using the new concept supply chain resilience?

  8. How do value chain analysis and lifecycle cost management concepts relate to the determination of strategically useful cost estimates for the new product?

  9. What strategies do you implement to achieve or manage lower costs and stay competitive when it comes to low margin or end of market lifecycle products?

  10. How to capitalize on the wealth of knowledge and experience that is available in your organization and all the business partners in your value chain?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the PLM Software book in PDF containing 993 requirements, which criteria correspond to the criteria in...

Your PLM Software self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the PLM Software Self-Assessment and Scorecard you will develop a clear picture of which PLM Software areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough PLM Software Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage PLM Software projects with the 62 implementation resources:

  • 62 step-by-step PLM Software Project Management Form Templates covering over 1500 PLM Software project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Roles and Responsibilities: Influence: what areas of organizational decision making are you able to influence when you do not have authority to make the final decision?

  2. Stakeholder Analysis Matrix: What do people from other organizations see as your strengths?

  3. Responsibility Assignment Matrix: Are all authorized tasks assigned to identified organizational elements?

  4. Risk Audit: Do your financial policies and procedures ensure that each step in financial handling (receipt, recording, banking, reporting) is not completed by one person?

  5. Procurement Management Plan: Is PLM Software project status reviewed with the steering and executive teams at appropriate intervals?

  6. Schedule Management Plan: Are the PLM Software project team members located locally to the users/stakeholders?

  7. Cost Management Plan: Were PLM Software project team members involved in detailed estimating and scheduling?

  8. Team Member Performance Assessment: How is performance assessment used in making future award decisions including options and extend/compete decisions?

  9. Activity Duration Estimates: How does a PLM Software project life cycle differ from a product life cycle?

  10. Procurement Audit: Has your organization examined in detail the definition of performance?

 
Step-by-step and complete PLM Software Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 PLM Software project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 PLM Software project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 PLM Software project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 PLM Software project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 PLM Software project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 PLM Software project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any PLM Software project with this in-depth PLM Software Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose PLM Software projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in PLM Software and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make PLM Software investments work better.

This PLM Software All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.