A comprehensive methodology for the design, implementation and deployment of PLM solutions. The approach is based on insights and lessons learned from over 100 PLM implementations and 10 years of experience.

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

2. 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.

3. 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
PLMMaturityStages
Level 1
Level 2Strategic Capabilities
Design Capabilities
Data Management
Capabilities
Collaborative Capabilities
Foundational Capabilities
Technical Infrastructure
PLM Capabilities
Framework

4. 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
Thread
s
Modules
Modules
Rapid Results PLM Implementation Methodology

5. Methodology Summary
The methodology spans 6 key project phases and
the work is organized in 5 threads (workstreams)
Phases
Threads
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.

6. 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 RealizationDevelop Detailed Business CaseDefine 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 TransitionsDevelop Infrastructure
Management Plan
Identify &Assess
Stakeholders
Build Change
Campaign Align Leaders & Gain Advocacy
Coach Change LeadersIdentify Leadership &
Adoption Requirements
Develop
Communications Plan Deliver Communications
Monitor & Ensure AdoptionDeliver End User LearningDevelop End User LearningDevelop Organizational
Change & Learning Plan
Assess Organization Current State &
Define Future State
Define Solution & Technology
Knowledge Transfer Plan Transfer Solution & Technology KnowledgeLaunch Project Team
Deliver Governance Learning and Implement
BI / Data & Solution Governance FoundationDefine BI / Data & Solution Governance
Deliver Organizational Changes
Develop Data Migration StrategyPerform 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 OPTIMIZEDEPLOYTEST & VALIDATEDESIGN & DEVELOPMOBILIZE
VALUE
REALIZATION
PROGRAM
MANAGEMENT
SOLUTION
DELIVERY
TECHNOLOGY
INFRASTRUCTURE
LEADERSHIP
& ADOPTION

7. 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
OPTIMIZEDEPLOYTEST &
VALIDATEASSESS DESIGN &
DEVELOPMOBILIZE

8. 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

9. 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.

10. 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.

11. 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

12. 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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