Your business has reached a point of success that it's time to be organized, streamlined, and accountable, and looking for increased efficiencies, process driving results, leveraging data, and complete traceability. If you're reading this it means you're on a quest for better tools to accomplish new business goals. You're deciding if your business is ready for PLM and if it is ready which PLM system to move forward with and who or how to go about implementation. These are not going to be easy decisions which is why you're performing research now.

One step toward identifying if your business is ready for a PLM system would be to experience Prep for PLM. Preparation for your PLM Implementation is going to be a necessary step toward ensuring successful implementation. Not only do you prepare your business for a successful PLM system for when the time is right but we can also help you with identifying when your business would be ready for a PLM implementation.

In our experience we've worked with many clients with their PLM implementations and have found that clients are not ready. Very busy resources  are assigned the additional collateral duty of supporting the implementation and it's not successful. There's too much to cover and identify that must be established prior to an implementation for resources to be effective in their implementations. In our experience it's best to prep for PLM.

Ineffective PLM Software Implementations

Too much time is spent on process development during implementations. The implementation should be about learning and training on how to use the software not re-designing internal processes. Some processes will be developed during an implementation but they should be due to how the software is to be used and not about internal core processes. An example here would be when the business discovers data has not been collected or entered by a department that was originally assigned to do that task. Which, is often due to gaps in process, or overloaded or negligent resources. These occurrences can be major process implications and must be resolved, which is how you can quickly see the ramifications to a process implementation. A successful PLM implementation can't proceed until those gaps are resolved and it can take more time than what's available during an implementation project. Small issues can be resolved quickly but time spent toward process design takes away time from the implementation which is where the effectiveness of the implementation is impacted and prolonged.

Effective PLM software paired with PLM process identifies process gaps and it does not allow much flexibility for resources to avoid or abandon process, which is why the software is so great! Process is how results are consistently achieved.

The result of an implementation without preparation is very consistent. The more technically savvy resource in the project team becomes the admin and is now tasked with trying to complete the implementation by training and sustained members' involvements and performing jobs outside the scope of an admin user. This is what happens when members of the project team are not effectively shown how their job integrates into the PLM process. They never discover how to use or incorporate PLM into their daily routine and internal processes. Sure they learn about the PLM software and how to create things in the software but what's missing is the process and software cohesion.

NO cohesion means you've effectively added more work for already overloaded resources. Those results are also consistent. Software goes underutilized and is now an additional expense for the business. After years of this condition the business realizes the software has not been used and the business becomes stuck. The software is needed but is never adopted by the team. The business performed a large investment that seems to be a waste.

It's not the software's fault. The implementation company did their job with an implementation. It was implemented. Without establishing PLM practices and processes the software becomes a failure. Some businesses figure it out but it's a grueling journey and does not occur within a few months. Save your business from that grueling journey and let us guide your business to success through our experience.

Success is utilization of software with following PLM best-practices.

Areas We're Local
PLM Process
Process Optimization



Prep for PLM

Preparation for PLM software implementation is where we focus on process development that includes cohesion with PLM process and PLM Software such as Siemens, SAP, or PLM for Process.

Who's Involved

First we identify affected departments and resources. We learn about current process and cross-departmental relationships. We're looking for those process gaps so we can begin resolution to effectively iron out process design before we implement software.

Who Needs Access

Users licenses are expensive and a direct impact to overhead costs. It is imperative to effectively identify who truly needs access to your PLM system and are there're opportunities to minimize licensing requirements. You prep for PLM could pay for itself with just this evaluation alone. Organizations don't know the answer to this question and often start with buying more than what they need. We're going to tell you exactly how many licenses your organization will need. With good process identification we can almost always minimize licensing requirements with solutions that allow distribution of data from PLM without requiring access.


Workflows are how process is executed. PLM is designed to flow process utilizing Workflows. Workflow Workshops is how process is identified and designed. Those Workflows are used to configure your PLM system, which is why process refinement has such an impact on the success of your PLM system.


Next is data, understand the current needs, access, and distribution. This is the opportunity for additional process design. The biggest gains here are identifying missing data, resources that could benefit from that data, cleansing of data, and data governance. We thoroughly identify systems and their relationships by focusing on process. Identify integration opportunities for reporting, accuracy, and leverage. Data is powerful and it must be made available for resources who use that data to perform their jobs effectively.

We help you with data cleansing. If you have resources available to perform conversions and cleansing great! We can show you how your data needs to appear for it to be accurate and successful in your PLM system. Every implementation we've ever participated in always had opportunities for improvement. Companies strive for perfection but without process or software to ensure success it's difficult for perfection. Human errors occur especially with years of turnover. Don't worry and don't feel embarrassed by the condition of your existing data. We're here to help and with proper preparation you'll be able to consistently achieve and maintain best-practices for data management.


Many of us learn with hands-on. Enterprise level software implementations can be tough. Even with great materials learning anything new can be challenging if there's no coach or guide. Many can read and understand how to use software, however, when it comes to incorporating it into daily routine or existing process can be difficult. We believe the best approach is to use it to do the job as it was intended. There's a transitional period when systems are bridged and duplicate entry maybe necessary to ensure business process is undisturbed as much as possible.

Users can learn their new role with PLM without having it implemented. Because of our experience we can show resources exactly where they fit-in and when. Project teams are more effective at adaptation using this method. Instead of trying to learn after implementation we prepare and train your project team before implementation. This results in users focusing on sustaining cohesion with PLM instead of just trying to keep their head above water.

Your business is a team of resources looking to accomplish a common goal and all team members play a vital role. All roles exist for a reason and for PLM effects all roles involved. We help with the transition make that happen.

Prep for PLM Key Areas of Focus

  • Specifications
  • Product Development Process
  • Supplier Chain
  • Data
  • Data Model
  • Business Model
  • Security Model
  • Workflows

PLM Software Implementations

Now that your organization is prepared for a PLM software Implementation success is meeting expectations. You're told common highlight benefits and what PLM software can do for your business at conferences and sales personnel. With preparation your expectations can be met.


Ready to find out more?

Connect with one of our consultants today to learn about preparing your organization for PLM for Process!