CIMdata PLM Certificate Program For Industrial Organizations and Systems Integrators

CIMdata’s PLM Certificate Program is intended to ensure that the individuals that participate in a PLM program all have the same level of PLM understanding. CIMdata’s PLM Certificate Program is delivered through a series of education and training sessions. The program is comprised of a series of 3.5-hour and 7-hour seminars, delivered over five (5) consecutive days. The program has been designed to be industry independent and is delivered through a series of lectures, case studies, group exercises, and tests.

CIMdata’s PLM Certificate Program is comprised of 9 core courses that can be given over a five-day period or can be delivered in half-day or full-day segments configured for a specific company’s requirements. Please note that CIMdata also offers a set of advanced courses for those companies that need to educate their PLM program participants in other important PLM related topics.

Targeted Audience

The target audience for CIMdata’s PLM Certificate Program includes, but is not limited to the following:

• Mid-Level Business Managers
• Program Champions
• Project Leaders
• Business Subject Matter Experts
• IT Managers
• IT Professionals
• University Instructors
• Postgraduate Students

Targeted Industries

CIMdata’s PLM Certificate Program has been designed to be industry independent. However, industry-specific content (e.g., process discussions, examples, cases studies) can be easily added if the certification is being done for a specific company and/or industry group. In addition, localization is expected and encouraged.

Registration

Registration information, program fees, hotel reservations and other logistical details, can be found here.

PLM Certificate Program Outline:

Day	Times	Class
1	8:30 to 16:30	Class 1: Introduction to PLM
2	8:30 to 12:00	Class 2: PLM Benefits & Potential Value
	13:00 to 16:30	Class 3: PLM Strategy & Solution Definition
3	8:30 to 12:00	Class 4: The PLM Commercial Landscape
	13:00 to 16:30	Class 5: PLM Solution Evaluation & Selection
4	8:30 to 12:00	Class 6: PLM Implementation, Monitoring & Continuous Improvement
	13:00 to 16:30	Class 7: Expanding PLM across the Value Chain
5	8:30 to 12:00	Class 8: The Expanding Reach of PLM
	13:00 to 16:30	Class 9: Configuration Management’s Role in PLM

Core Courses

Class 1: Introduction to PLM

Duration: 1 day
Prerequisite: None
Intent:The scope of this full-day PLM educational session and discussion includes the presentation of today’s view and vision of the global PLM market. The overall intent of the session is to provide a broad overview of the PLM market, including the trends, system architectures, and critical elements of success. This class will include presentations, discussions, and a set of interactive exercises.

Class Outline:

• Session Introduction
  A discussion of the PLM market status, including recent history, today’s facts and figures, the shift from PDM to PLM, and other market trends that can help an attendee understand the market’s evolution. These include system sources, types of implementations, scope of implementations, sources of investment, etc.
• Elements of a PLM Solution
  • Definition — A definition and description of a PLM solution, what it is and how its various components fit together. This provides a broad definition for PLM, and positions the solutions with regard to other related technologies, such as CAD, software engineering, and ERP/MRP II and other workflow management tools.
  • Functionality — A description of the functionality required to support PLM. This includes a description of the functional areas that make up typical PLM solutions and a discussion of each of them; what they are and how they work, what they are used to achieve, examples of how they are supported in commercial and in-house designed systems.
  • Architecture — A discussion of issues related to the architectures of PLM solutions, including distributed system operational requirements, user interfaces, applications interfaces, platform issues, service oriented architectures, etc
• PLM Benefits
  This discussion focuses on providing an overview of the types and size of the benefits that can be achieved through the proper adoption of a PLM strategy. This session will include the review of a select set of actual benefit examples from various major industrial companies.
• Best Practices for PLM Strategy Definition and Solution Selection
  This discussion focuses on providing a set of high-level guidelines for PLM strategy development, and solution evaluation and selection. Ideally, these best practices help organizations reduce the time it takes to get to implementation, identify and quantify associated risks, and better manage and control project costs.
• PLM Deployment, Monitoring, and Continuous Improvement
  This discussion provides an overview of the main activities associated with the successful deployment, monitoring, and continuous improvement of a PLM solution.
  

Class 2: PLM Benefits & Potential Value

Duration: 1/2 day
Prerequisite:

• Class 1: Introduction to PLM

Intent:This half-day session is aimed at reviewing industry metrics used to measure and monitor the benefits of PLM implementations. The session leader(s) will briefly review areas of potential PLM benefits by discussing results achieved by various companies that have implemented PLM (or concurrent engineering programs). These case studies are taken from published literature and CIMdata (a leading global PLM research and strategic consulting firm) researched case studies.

Class Outline:

• Potential Benefits of PLM
• Defining and Measuring the Costs of PLM
• Measuring the Value of PLM
  • Methods for measuring value (e.g. ROI)
  • The importance of metrics
• Introduction to Benefits Appraisal Model
• Using metrics to steer a PLM program
• Select PLM Benefits Case Studies

Class 3: PLM Strategy & Solution Definition

Duration: 1/2 day
Prerequisites:

• Class 1: Introduction to PLM
• Class 2: PLM Benefits & Potential Value

Intent: This half-day session focuses on providing a set of detailed guidelines for PLM strategy development and solution definition. If properly followed, these guidelines will help an organization reduce the time it takes to define and create a PLM solution strategy, which includes all appropriate aspects (e.g., process development, PDM to PLM transition planning, roadmap development, etc.). 

Class Outline:

• Introduction to PLM Strategy Development
• High-Level Planning
• Defining a Strategy and Tactics
• Defining Business Requirements
• Implementation ande Transition Strategies
  

Class 4: The PLM Commercial Landscape

Duration: 1/2 day
Prerequisites:

• Class 1: Introduction to PLM

Intent: This half-day session is an overview of the commercial landscape for PLM solutions, including a review of leading PLM solution providers and their offerings. The session will begin with a detailed look at the current market numbers according to CIMdata (a leading global PLM research and strategic consulting firm). The session will also describe today’s ‘mind-share’ PLM solution providers, their backgrounds, solutions, and general strengths and weaknesses.

Class Outline:

• Major PLM Market Trends
• PLM Market Facts and Figures
• Introduction to the Supplier Landscape
• Market Performance of the Mind-Share Leaders

Class 5: PLM Solution Evaluation & Selection

Duration: 1/2 day
Prerequisites:

• Class 1: Introduction to PLM
• Class 3: PLM Strategy & Solution Definition
• Class 4: The PLM Commercial Landscape

Intent: This half-day session focuses on providing a set of detailed guidelines for evaluating available solutions and selection of the appropriate one that best fits your defined PLM strategy and associated roadmap. If properly followed, these guidelines will help an organization reduce the time it takes to select the right solution for their organization.

Class Outline:

• Evaluation of Available PLM Solutions
• Selecting an Appropriate PLM Solution
• Development of True Business Requirements
• Development of Technical Requirements. (How to translate business requirements into technical requirements)
• Development of Benchmark Scenarios
• How to Define the Most Appropriate Solutions and How to Evaluate Solutions Against Requirements.
  

Class 6: PLM Implementation, Monitoring and Continuous Improvement

Duration: 1/2 day
Prerequisites:

• Class 1: Introduction to PLM
• Class 2: PLM Benefits & Potential Value
• Class 3: PLM Strategy & Solution Definition

Intent: This half-day session focuses on providing a set of detailed guidelines for implementing and evolving an organizations’ PLM environment. If properly followed, these best practices will help an organization reduce the time it takes to identify and quantify associated risks and better manage and control project costs from the project concept phase through implementation and organizational adoption.

Class Outline:

• Initiation and Planning of the Deployment Project
• Organization of Program
• Roles and Responsibilities
• Project Management Practice Areas Such as Scope, Risk, Quality Assurance, etc.
• Execution and Control
• Monitoring
• Transition to On-going Support and Evolution

Class 7: Expanding PLM Across the Value Chain

Duration: 1/2 day
Prerequisites:

• Class 1: Introduction to PLM
• Class 4: The PLM Commercial Landscape

Intent: This half-day session will cover the next steps in implementing PLM beyond a company’s four walls, to its supplier community, providing access to its customers, to other functional areas outside of engineering and manufacturing operations, and distribute operations across the broader enterprise.

Class Outline:

• Defining the Value Chain
• Types of Expansion
• Essential Issues for each Type
• Priorities and Steps for Expansion
  

Class 8: The Expanding Reach of PLM

Duration: 1/2 day
Prerequisites:

• Class 1: Introduction to PLM
• Class 4: The PLM Commercial Landscape
• Class 7: Expanding PLM Across the Value Chain

Intent: The scope of this half-day educational session and discussion includes the presentation of various PLM expansion areas. These include functional areas of an extended enterprise where PLM has yet to be applied or where PLM has recently begun to show applicable capabilities. This session will look at the use of PLM within traditional discrete manufacturing industries (e.g., automotive, aerospace, high-tech, etc.) as well as its potential use in non-traditional industries (e.g., food & beverage, petrochemical, mining, infrastructure operations and maintenance, etc.).

Class Outline:

• PLM Expanding Extended Enterprise Role: An Introduction
• An Introduction to Key Expansion Areas (e.g., Digital Manufacturing, Mechatronics, and Simulation)
• PLM Requirements in Emerging Non-Traditional Industries
• Why Non-Traditional Industries are Now Investing in PLM

Class 9: Configuration Management

Duration: 1/2 day
Prerequisites:

• Class 1: Introduction to PLM
• Class 4: The PLM Commercial Landscape

Intent: This half-day session focuses on defining configuration management and how PLM can be used to enable it. The session provides attendees with an understanding of the various PLM-related configuration management elements such as configuration items, change management, and effectivity, and how a PLM solution can be used to support them. The session also includes the review of a set of configuration management best practices and industry examples.

Class Outline:

• Configuration Management Defined
• Processes and Related Requirements
• Best Practices Guidelines
• Industry Examples

Advanced Topics

In addition to the core classes, as described above, the PLM Certification Program can be extended with additional classes on advanced topics. Upon request any of these half-day classes can be included in the program. The available advanced topics include:

• Requirements Management
• Systems Engineering and Mechatronics
• PLM and Cultural Change Management
• Product Portfolio Management (Strategic Product Planning)
• Data Modeling within PLM
• PLM Process Development & Testing
• Integrating PLM within the Enterprise
• Integrating PLM within the Enterprise (ERP, CRM, applications and hardware technology)
• Classification and Data Search and Retrieve
• Enterprise Product Planning
• Enterprise Simulation Planning
• Advanced CM (CMII)
• Enterprise Simulation Management
• Collaborative Development
• Enterprise Content Management
• Security and IP Management
• Asset Management
• Maintenance Repair and Overhaul/Operations (MRO)
• Strategic Sourcing
• PLM in a Specification Driven Industry
• Digital Manufacturing
  
• PDM to PLM Transition Planning

The scope of these half-day educational sessions and discussions includes: scope and definition of the topic and presentations of selected solution providers and their solutions. These sessions will also include the review of a number of industrial case studies and a set of interactive exercises. Overall, these classes will include presentations, discussions, one or more case studies, and a set of interactive exercises.