ecm5tools
Design Your Own CM In-House Seminar
Tailor it to Your Needs

one to three days

By: Frank Watts BSME, CCDM

Design your own interactive seminar for Frank's presentation to everyone involved in the CM processes and/or, executive management, operating management, key people.

  • Train dozens for the cost of sending about two or three people to a public seminar.
  • Emphasize the critical nature of the EDC/CM/PLM discipline.
  • Set the stage for innovation.
  • Learn ways to make real cost reductions.
  • Give management / key people appreciation for the strategic significance of the discipline.
  • Cover the major issues involved in the discipline &/or at your company.
  • Cover ways and means to bridge the gap / tear down the wall between Design
    Engineering and the rest of the company.
  • Defines the "rules" and "trolls" of configuration management.
  • Optimize your processes with legacy ERP/CAD/PLM systems.
  • Learn the keys to fast change processing.
  • Find out how to reduce costs by intelligent request and change screening.
  • Seminar time can be minimized if preceded by a process assessment/analysis.
  • Pick form the following list of Power Point presentations or ask Frank for help!

 Topic Subject Hrs Description/Comment
 Introduction Why EDC / CM  1.0 Orientation, importance of the discipline, organization, doc control vs configuration management. Bridge the gap between Engineering and the rest of the company.
 Documents Doc Types 0.5 Dividing technical documents into categories - design, manufacturing, quality, service, etc. Who should control them?
 Documents  Design Doc Formats  1.0 What should/shouldn't go on Design Docs?
Consistent formats & standards. Who signs the documents? Who gets the signatures?
 Documents Doc File Control 0.5 Minimum file control. Who controls, Rev control, when should control start.
 Documents Product Specifications 0.5 What are product specs and how should they be treated differently than other docs?
 Identification Part Numbers
Configuration Ident
1.0 Significant and non significant part numbers, ideal part number, tab/dash/version numbers,
product numbers, release numbers, etc. etc. How to figure out what you need? What should go on the nameplate?
 Identification Marking Product/Parts 0.5 What items should be marked? With what numbers?
Is marking always value added?
 Identification  Approved Sources 0.5 Approved manufacturers &/or approved sources. First source. Control of sources. 
 Identification Interchangeability &
Spares
 1.5 What did Eli Whitney do? Is Form, Fit & Function enough? What is? Logic diagram refined - when to change PN and when to change Rev. What are revs for? How do spares fit in? Are the spares decisions important?
 BOM Populating ERP Files 0.5  How/who/when should data be entered into those ERP screens? Should sketch numbers be used? What process should be followed?
 BOM BOM & Parts Lists 1.0 Controlled Engineering Parts List defined. What should/shouldn't' go in the BOM. How many BOMs are needed? How many databases for the BOM? Is a single data base obtainable?
 BOM Modular BOM 0.5 When is a modular BOM needed? What are the benefits of modular structure? what are the alternatives?
BOM Product Structuring 0.5 How many levels should be in the structure? Are more levels good? Is a flat BOM attainable or wise?
 Release Cross Functional Teams 0.5 Proper use of cross functional teams in the release process. Who should be involved? Would they become signers? How should the team function?
Release Rel Product/Doc/Parts 1.5 What phases are needed in the process? Is there a reluctance to release? Should parts be released before assemblies or top level? How to tell what phase an item/document is valid for. Is a release document needed? How to expedite release. How to track it.
 Release  Release Work Flow 0.5  What work elements are required to release an item and how should they be sequenced? Which steps can be done in parallel. Make a release flow diagram.
 Release Non Conformance/
Deviations/Waivers
0.5  Are deviations/waivers needed? What to do with material that doesn't meet the drawing/spec? Are these ways to make fast changes? How to avoid repeated deviations.
 Change Reasons for Change
Request and Control
0.5  What exactly are the reasons for having a controlled request or change process?
Change Change Request 1.0  Do you need a request for engineering action process? How to tell! Where does the request end and the change start? Another form? How to work off the request backlog! Metrics.
Change Change Control 1.5  Do's and don'ts of change control. What are the rules, guidelines and why? Blocking/Blanket changes. Impacts and their affect on the process. Signatures/Customer approvals. World class classification. How to sort out the chaff. Dispositioning and much more.
Change Change From Content 0.5  What should go on the ECO and Why?
Change Change Forms 0.5  How many forms? What purpose? what does a world class form look like? On line?
Change Implementation/Trace/
Account
0.5  How to make sure changes are implemented and tracked. How to account/report at a minimum.
Change Change Effectivity 0.5  How and where to plan the effectivity. Is the plan static? Is a date enough? Who should plan and track the plan?
Change Fast Change 0.5  Why is speed important? Change metrics. What points to measure. What do fast processes have in common? Benchmarks. The path to speed.
 Change Change Work flow 1.0 What elements are required in a change control process and what sequence should they be performed in? What elements can be performed in parallel? Make a change process flow diagram.
Change Change Cost 0.5 Finding cost reductions that aren't! Cost form, flow and standards.
Change Field Change 0.5 What changes should/shouldn't be retrofit? Another form? What process yields the best result?
Implementation  Supply Chain 0.5  What are the recurring CM problems in the supply chain? Are the CM problems repairable? How?
Implementation Writing Standards &
Work Flow
0.5  What about policies and procedures? Are descriptive, play script or work flow diagrams better? Who should own them? How to flow diagram and write standards.
Implementation Manufacturing Instruct's 0,5  Are part and assembly manufacturing instructions necessary? What can they do? How does the assembly drawing fit in? Are assembly drawings really needed?
Implementation Audits 0.5  Why audit? Who audits? Audit what? Check, inspect, or audit? Follow-up.
Implementation CM Process Improvement 0.5  What are the steps necessary to improve the process? Is a team needed? Reinvent or continuously improve? Metrics
Implementation Quality CM 0.5  Quality in the CM processes. ISO and CM.
Attachments Five Standard
Attachments
 0.0 Acronyms & Definitions. Reference & Reading List. CM Policy Statement. Best of the Best CM check list. Specs & Standards Ref List. Doc Sources & Societies

Total
23 hrs   Time shown allows for a five minute break every hour but does not include lunch.

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