Introduction to Rapid Results 2.1 Kalypso’s Proprietary PLM Implementation Methodology

RAPID RESULTS OVERVIEW

Kalypso’s proprietary PLM Implementation Methodology A comprehensive methodology for the design, implementation and

deployment of PLM solutions, Rapid Results 2.1 is the latest version of

Kalypso’s PLM Implementation Methodology based on insights and lessons

learned from over 100 PLM implementations and 10 years of experience.

Business & Innovation Strategy

Business Intelligence & Innovation Analytics

Product Lifecycle Management Technology

Innovation & Change Leadership

Front End of Innovation

Portfolio & Pipeline

Management

New Product Development

Execution

Value Management

Intellectual Property Management

PLM Technology – Key Component of the Innovation Engine

The Innovation Engine Our services are designed to help companies become more innovative and provide a systemic view of new product and service development.

Rapid Results PLM Implementation Methodology Phases

Threads

Modules

Modules

In 5 years

As-is

In 2 years

Capabilities

PLM

Mat

uri

ty S

tage

s

Level 1

Level 2 Strategic Capabilities

Design Capabilities

Data Management Capabilities

Collaborative Capabilities

Foundational Capabilities

Technical Infrastructure

PLM Capabilities Framework

Need for a Comprehensive Methodology

Provides a proven approach to successfully implementing PLM technology

Helps everyone understand the “big” picture

Allows the entire team to be on the same page with respect to work approach and terminology

Accelerates work and enhances the quality of projects

Includes deliverable templates and hand-picked samples, reducing repeated reinvention

Incorporates Quality and Risk Management

Can be scaled across projects of all sizes

Phases

Threads

Modules

Modules

Rapid Results PLM Implementation Methodology

Methodology Summary

The methodology spans 6 key project phases and the work is organized in 5 threads (workstreams)

Phases

Thre

ads

Modules

Modules

Each thread consists of work modules that are executed during one of more of the phases

Threads align serial project activities that focus on similar content.

Phases organize and coordinate project activities that occur in parallel. They also provide relative timing for modules.

Modules are groupings of related tasks directed toward accomplishing a specific work product that guide the creation of project deliverables.

Rapid Results Methodology * Note: BI & IA stands for Business Intelligence and Innovation Analytics

Define Quality & Risk Management Plans Execute Quality & Risk Management Processes

Establish Project Governance Implement & Execute Project Governance

Establish Solution Scope Define Current Project Manage Scope & Scope Changes Capture Lessons Learned

Develop Implementation Roadmap

Establish Project Management Processes Execute Project Management Close Project

Develop Solution Support Plan

Conduct Project Team Training Establish Solution Support

Perform Integration Testing

Understand Current Environment

Develop Detailed Solution Design Plan Deploy Solution & Go-Live Optimize Solution

Develop Value Case Assess Value Potential of Current Scope

Assess Current Measures & Define Tracking Requirements

Monitor Value Realization Develop Detailed Business Case Define Value Capture Strategy

Establish Baselines & Define Tracking Process Implement Value Tracking Process

Develop BI & IA Strategy Define Key Performance Metrics / Analytics

Design Architecture & Dashboards / Reports

Identify Strategic Imperatives Develop BI & IA Roadmap Develop BI & IA Solution Implement BI & IA Solution

Validate Production Data Load Data in Production Environment

Extract, Transform, Load Non-Production Data

Perform System Testing & Performance Tuning

Establish End User Support

Manage Environments & Technical Infrastructure

Establish Non-Production Environments Establish Production Environment

Optimize Technology Infrastructure

Perform Preliminary Fit / Gap Assessment

Transition System Documentation

Perform Industry Specific Validations

Conduct User Acceptance Test

Identify Technical Architecture Requirements

Develop Operations, Maintenance & Support Guide Manage Technology Infrastructure Transitions Develop Infrastructure

Management Plan

Identify & Assess Stakeholders

Build Change Campaign Align Leaders & Gain Advocacy

Coach Change Leaders Identify Leadership & Adoption Requirements

Develop Communications Plan Deliver Communications

Monitor & Ensure Adoption Deliver End User Learning Develop End User Learning Develop Organizational Change & Learning Plan

Assess Organization Current State & Define Future State

Define Solution & Technology Knowledge Transfer Plan Transfer Solution & Technology Knowledge Launch Project Team

Deliver Governance Learning and Implement BI / Data & Solution Governance Foundation Define BI / Data & Solution Governance

Deliver Organizational Changes

Develop Data Migration Strategy Perform Preliminary Data Assessment

Cleanse Data

Maintain BI & IA Solution

Design Business Process

Design & Configure the Solution

Manage Solution Gaps

Design Extensions &Interfaces

Develop Test Procedures

Develop Test Plan

Perform System & Interface Unit Testing

Develop Extensions & Interfaces

Plan Solution Deployment

ASSESS OPTIMIZE DEPLOY TEST & VALIDATE DESIGN & DEVELOP MOBILIZE

VALUE REALIZATION

PROGRAM MANAGEMENT

SOLUTION DELIVERY

TECHNOLOGY INFRASTRUCTURE

LEADERSHIP & ADOPTION

The 6 Phases of Rapid Results

Organize and coordinate project activities that occur in parallel.

Phases provide relative timing for modules.

Define a clear set of business objectives, align executives and plan PLM

Define project management processes, onboard, educate and enable project team

Design and develop software solution and prepare organization for upcoming changes

Define and validate go-live plan and ensure readiness for roll-out

Deploy solution across the organization, train end users and lead adoption

Optimize performance and fine-tune solution to ensure value is realized

OPTIMIZE DEPLOY TEST & VALIDATE ASSESS DESIGN &

DEVELOP MOBILIZE

The 5 Threads of Rapid Results

Threads align serial project activities that focus on similar content.

• Program Plan

• Program Governance

• Role & Privilege Definition

• System Configuration

• Deployment Planning

• Security

• Database Administration

• Performance Testing & Tuning

• Program Communication

• Change Campaign

• Stakeholder Management

• Business Case

• Benefits Tracking

• Quality & Risk Management

• Lessons Learned

• Value Realization Optimization

• Role Changes & Performance Management

• Learning Program

• Adoption Monitoring

• Legacy Systems Decommissioning

• Technical Infrastructure Management

• Technical Development

• Solution Testing

• Implementation

• Solution Scope

• Implementation Roadmap

• Process Design

• Solution Architecture

• Data Requirements

• Hardware & Network

• Environments Installation

• Systems Integration

• Readiness Assessment

• Leadership Alignment

• Project Team Empowerment

• Strategic Imperatives

• Value Case

VALUE REALIZATION

PROGRAM MANAGEMENT

SOLUTION DELIVERY

TECHNOLOGY INFRASTRUCTURE

LEADERSHIP & ADOPTION

Work Modules

Core components of the Rapid Results 2.1 methodology

Groupings of related tasks directed toward accomplishing a specific work product

Each Work Module has an associated Work Module Approach that provides guidance on how to complete the defined work

Groupings of tasks that are executed during one or more of the phases and guide the creation of project deliverables.

Work Module Approaches

Offer a standard, repeatable framework to avoid ‘reinventing the wheel’ each engagement allowing consultants to have more time for value-added activities.

Describe a module and the role it plays in an implementation project.

Define the Inputs and Deliverables of the work.

Contain an approach to completing the module by describing the recommended tasks and their sequence.

Provide key considerations, lessons learned and leading practices for executing that work module.

Provide deliverable templates, and tools to aid the execution of module tasks.

The Rapid Results Difference

BUSINESS RESULTS FOCUS

Total PLM solution

Relentless pursuit of business results

RAPID PROTOTYPING

Closely engages the end user community

Adapts to evolving business requirements

TRUE ORGANIZATION TRANSFORMATION

The work facilitates user adoption and organizational change

The Rapid Results Difference

INTEGRATED APPROACH Provides resources for all dimensions of a PLM implementation

SCALABLE MODEL Fits any engagement regardless of size or scope

LEADING PRACTICES-BASED Leading practice considerations, tools, templates

Delivers faster time-to-benefit

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