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Sabrion, Inc.
PLM Consulting Overview
FY 2022
2
RETAIL & CONSUMER
Sabrion has a highly qualified team of retail/manufacturing process experts and IT
consultants, supporting both short and long-term needs. Our FastForward implementation
methodology support the following practices:
Project Management
• PMI – Project Management Institute
• PMBOK – Project Management Body of Knowledge
• Agile – We utilize Agile, Scrum, and Extreme methodologies when appropriate
• We are flexible to embrace the methodologies used by our customers an business partners
Retail/Manufacturing Business Process Re – Engineering
• As-Is and To-Be Modeling, SIPOC, RACI, Impact Analysis, Standard Operating Procedures
Application Design, Development and Integration
• UML – Unified Modeling Language
• Open Internet and Standards, HTML5, CSS3, JQuery, Javascript, Web Frameworks
Application Architecture
Application Infrastructure Design – Virtualization, Cloud, Application Servers, Storage, Web DMZ
Global Network Design – LAN, WAN, MPLS, Reverse Proxy, CDN
Deployment Architecture – Dev, QA, Staging, Production
Consulting Methodologies
3
RETAIL & CONSUMER
Strategy
✓ Product Development Strategy
✓ Program Management / Project Management
✓ PLM Technology Strategy & Roadmap
✓ Supply Chain & Sourcing Strategy
✓ PLM Business Case Development
✓ Enterprise IT Architecture
✓ PLM Vendor Selection
Requirements
✓ PLM and Supply Chain Requirements Definition
✓ Business Process Design – As-Is and To-Be
Process Mapping
✓ Lean Six Sigma Process Improvement
✓ PLM Functional Requirements
✓ Technical Architecture Requirements
Deployment
✓ PLM Infrastructure Design
✓ System Infrastructure Installation
✓ Dev, Test, Production Environment
Configuration
✓ PLM Application Configuration and Design
✓ Data Migration and Cleansing
✓ Organization Change Management,
Learning and Adoption
Support
✓ Implementation Support
✓ PLM solution Training for workforce &
supply chain
✓ Application Support & Upgrades
✓ Interfaces to ERP, Planning, and Design
systems
✓ System upgrades and migration
9/26/2013
PLM Service Offerings
4
RETAIL & CONSUMER
Creating a Sustainable
New Product
Development Process
Successfully implementing a PLM solution requires detailed execution of the structured
activities necessary to evolve the complex product development business processes.
Phase III
Phased Implementation & Change
Management
▪ PLM Software Implementation
▪ Package Configuration
▪ Data Cleanup & Load Libraries
▪ Training, Communication Change Mgt.
▪ Design & Product Development
▪ Sourcing and Costing
▪ Vendors & Supply Chain
▪ Integrations & Additional Reporting
▪ Upgrades and Maintenance
Phase II
Define the Future State
▪ To-Be or Future State Business
Process definition
▪ Impact Analysis on process/product
and organizational changes are
identified – Supply Chain Impact.
▪ Standard Operating Procedures are
developed based on the Future State
Business Model. RACI
methodologies are applied to the
SOP’s.
▪ Governance procedures are
identified and implemented in order
to support the Future State SOP’s
Phase I
Understanding PLM in the
Client’s Business
▪ PLM Strategy
▪ Project Scope and Roadmap
▪ Interview & Review Existing Process
▪ Document As-Is Business Process
▪ Technology Options Evaluation
▪ PLM Education and Ideation
▪ PLM Business Case
▪ Independent Vendor Selection
PLM Project Activities
5
RETAIL & CONSUMER
Brion Carroll II
▪One of the original co-developers and the original lead analyst of PTC’s
FlexPLM software product
▪27 years specifically in PDM and PLM support, analysis, training,
development and implementation
▪Leading advisor and consultant for Small to Midsize Businesses (SMB)
and Fortune 500 companies in Retail, Footwear and Apparel (RFA).
▪Wealth of experience with all software deployment methodologies such
as agile, waterfall, Scrum and rapid-start/rapid deployments within single
or enterprise .
▪Leading RFA industry Subject Matter Expert (SME) and author of
articles to help retailers and designers adopting PLM published by
WhichPLM.
▪Strong technical and architectural skills and experience with Extraction,
Transformation and Loading (ETL) of complex data/design elements to
create usable enterprise process improvements.
6
RETAIL & CONSUMER
PLM Best Practices
• Identify the strategic and financial benefit targets before
finalizing the project schedule
• Phase the development and rollout of capabilities into waves
and releases
Realistic implementation
roadmap focused on benefits
• Construct a well balanced team of resources with expert level
retail knowledge and strong software knowledge to deliver
realistic solutions to the business
• Follow a methodology that is workstream driven, but also
determine how the numerous linkages will be covered
Knowledge team organized by
skill set into workstreams
• Plan ramp up time for resources who don’t have a background
delivering the PLM package and need to learn the OOTB
solution
• Install a customization process and framework and monitor it
closely
Out of the box focus and
customization governance
• Process changes must be accompanied by a tactical or
strategic benefit to be accepted by the organization
• Initiate a change management program as soon as changes
are identified and start the training and communication early
and plan time from the core team to manage issues
Change management from end
to end
7
RETAIL & CONSUMER
9/7/2022
PLM Project Team Structure
8
RETAIL & CONSUMER
PLM Implementation Scope
When looking at implementation scope consider the change management
associated with each area.
▪ Product Type Scope – what product types to include
▪ Balance of the business value provided by each area versus the effort / distraction that adding another product type will require
▪ Functionality & Integration Scope – what modules of PLM to implement by
phase
▪ Is the functionality based on an existing process and organization or are the processes and organization new or drastically will
change?
▪ Are the skill sets already available to take advantage of the new tool?
▪ Business Unit Scope – which business units will be used for the pilot group
▪ Which brands and departments of the business are closest to the vision?
▪ Do the businesses have the skill sets needed to take advantage of the new processes and tools?
▪ How aligned are the businesses in terms of organization and process? How much effort is required to gain consistency where
possible and what are the businesses drivers for differences?
▪ Location & Partner Scope – what locations to include and which partners
(Suppliers, Related Companies, etc.)
▪ What process changes require closer integration with overseas and external partners to achieve expected benefits?
▪ How much change can the external parties accept while internal changes are piloted?
9
RETAIL & CONSUMER
PLM Project Scoping
There are four major decisions that determine the scope of implementation. These
decisions will impact the number of resources, amount of risk, and duration of the project.
Thorough analysis must be completed to determine solution options and impacts for these
considerations.
Division and Business Unit Scope
One Division /
Department /
Brand
All Divisions/
Departments /
Brands
Functionality & Integration Scope
Product Type Scope
Location & Partner Scope
Libraries Only
All modules plus
systems integration
One Product
Category Only
All Product
Categories
IA location Only
All locations,,
factories, and
suppliers
9
10
RETAIL & CONSUMER
Please call us to discuss your project and any
questions about PLM solutions.
Brion Carroll II
CEO and Principal
Sabrion, Inc.
603-759-6220
Brion.Carroll@Sabrion-Digital.com
www.Sabrion-Digital.com
Thank you

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Sabrion_Consulting_Overview CPG Retail Apparel.pdf

  • 1. Sabrion, Inc. PLM Consulting Overview FY 2022
  • 2. 2 RETAIL & CONSUMER Sabrion has a highly qualified team of retail/manufacturing process experts and IT consultants, supporting both short and long-term needs. Our FastForward implementation methodology support the following practices: Project Management • PMI – Project Management Institute • PMBOK – Project Management Body of Knowledge • Agile – We utilize Agile, Scrum, and Extreme methodologies when appropriate • We are flexible to embrace the methodologies used by our customers an business partners Retail/Manufacturing Business Process Re – Engineering • As-Is and To-Be Modeling, SIPOC, RACI, Impact Analysis, Standard Operating Procedures Application Design, Development and Integration • UML – Unified Modeling Language • Open Internet and Standards, HTML5, CSS3, JQuery, Javascript, Web Frameworks Application Architecture Application Infrastructure Design – Virtualization, Cloud, Application Servers, Storage, Web DMZ Global Network Design – LAN, WAN, MPLS, Reverse Proxy, CDN Deployment Architecture – Dev, QA, Staging, Production Consulting Methodologies
  • 3. 3 RETAIL & CONSUMER Strategy ✓ Product Development Strategy ✓ Program Management / Project Management ✓ PLM Technology Strategy & Roadmap ✓ Supply Chain & Sourcing Strategy ✓ PLM Business Case Development ✓ Enterprise IT Architecture ✓ PLM Vendor Selection Requirements ✓ PLM and Supply Chain Requirements Definition ✓ Business Process Design – As-Is and To-Be Process Mapping ✓ Lean Six Sigma Process Improvement ✓ PLM Functional Requirements ✓ Technical Architecture Requirements Deployment ✓ PLM Infrastructure Design ✓ System Infrastructure Installation ✓ Dev, Test, Production Environment Configuration ✓ PLM Application Configuration and Design ✓ Data Migration and Cleansing ✓ Organization Change Management, Learning and Adoption Support ✓ Implementation Support ✓ PLM solution Training for workforce & supply chain ✓ Application Support & Upgrades ✓ Interfaces to ERP, Planning, and Design systems ✓ System upgrades and migration 9/26/2013 PLM Service Offerings
  • 4. 4 RETAIL & CONSUMER Creating a Sustainable New Product Development Process Successfully implementing a PLM solution requires detailed execution of the structured activities necessary to evolve the complex product development business processes. Phase III Phased Implementation & Change Management ▪ PLM Software Implementation ▪ Package Configuration ▪ Data Cleanup & Load Libraries ▪ Training, Communication Change Mgt. ▪ Design & Product Development ▪ Sourcing and Costing ▪ Vendors & Supply Chain ▪ Integrations & Additional Reporting ▪ Upgrades and Maintenance Phase II Define the Future State ▪ To-Be or Future State Business Process definition ▪ Impact Analysis on process/product and organizational changes are identified – Supply Chain Impact. ▪ Standard Operating Procedures are developed based on the Future State Business Model. RACI methodologies are applied to the SOP’s. ▪ Governance procedures are identified and implemented in order to support the Future State SOP’s Phase I Understanding PLM in the Client’s Business ▪ PLM Strategy ▪ Project Scope and Roadmap ▪ Interview & Review Existing Process ▪ Document As-Is Business Process ▪ Technology Options Evaluation ▪ PLM Education and Ideation ▪ PLM Business Case ▪ Independent Vendor Selection PLM Project Activities
  • 5. 5 RETAIL & CONSUMER Brion Carroll II ▪One of the original co-developers and the original lead analyst of PTC’s FlexPLM software product ▪27 years specifically in PDM and PLM support, analysis, training, development and implementation ▪Leading advisor and consultant for Small to Midsize Businesses (SMB) and Fortune 500 companies in Retail, Footwear and Apparel (RFA). ▪Wealth of experience with all software deployment methodologies such as agile, waterfall, Scrum and rapid-start/rapid deployments within single or enterprise . ▪Leading RFA industry Subject Matter Expert (SME) and author of articles to help retailers and designers adopting PLM published by WhichPLM. ▪Strong technical and architectural skills and experience with Extraction, Transformation and Loading (ETL) of complex data/design elements to create usable enterprise process improvements.
  • 6. 6 RETAIL & CONSUMER PLM Best Practices • Identify the strategic and financial benefit targets before finalizing the project schedule • Phase the development and rollout of capabilities into waves and releases Realistic implementation roadmap focused on benefits • Construct a well balanced team of resources with expert level retail knowledge and strong software knowledge to deliver realistic solutions to the business • Follow a methodology that is workstream driven, but also determine how the numerous linkages will be covered Knowledge team organized by skill set into workstreams • Plan ramp up time for resources who don’t have a background delivering the PLM package and need to learn the OOTB solution • Install a customization process and framework and monitor it closely Out of the box focus and customization governance • Process changes must be accompanied by a tactical or strategic benefit to be accepted by the organization • Initiate a change management program as soon as changes are identified and start the training and communication early and plan time from the core team to manage issues Change management from end to end
  • 7. 7 RETAIL & CONSUMER 9/7/2022 PLM Project Team Structure
  • 8. 8 RETAIL & CONSUMER PLM Implementation Scope When looking at implementation scope consider the change management associated with each area. ▪ Product Type Scope – what product types to include ▪ Balance of the business value provided by each area versus the effort / distraction that adding another product type will require ▪ Functionality & Integration Scope – what modules of PLM to implement by phase ▪ Is the functionality based on an existing process and organization or are the processes and organization new or drastically will change? ▪ Are the skill sets already available to take advantage of the new tool? ▪ Business Unit Scope – which business units will be used for the pilot group ▪ Which brands and departments of the business are closest to the vision? ▪ Do the businesses have the skill sets needed to take advantage of the new processes and tools? ▪ How aligned are the businesses in terms of organization and process? How much effort is required to gain consistency where possible and what are the businesses drivers for differences? ▪ Location & Partner Scope – what locations to include and which partners (Suppliers, Related Companies, etc.) ▪ What process changes require closer integration with overseas and external partners to achieve expected benefits? ▪ How much change can the external parties accept while internal changes are piloted?
  • 9. 9 RETAIL & CONSUMER PLM Project Scoping There are four major decisions that determine the scope of implementation. These decisions will impact the number of resources, amount of risk, and duration of the project. Thorough analysis must be completed to determine solution options and impacts for these considerations. Division and Business Unit Scope One Division / Department / Brand All Divisions/ Departments / Brands Functionality & Integration Scope Product Type Scope Location & Partner Scope Libraries Only All modules plus systems integration One Product Category Only All Product Categories IA location Only All locations,, factories, and suppliers 9
  • 10. 10 RETAIL & CONSUMER Please call us to discuss your project and any questions about PLM solutions. Brion Carroll II CEO and Principal Sabrion, Inc. 603-759-6220 Brion.Carroll@Sabrion-Digital.com www.Sabrion-Digital.com Thank you