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2010 International Conference




      Configuration & Change Management


      Rob McAveney
                                               300 Brickstone Square
      www.aras.com                                          Suite 904
                                                 Andover, MA 01810
                                                 Andover, MA 01810
                                                     [978] 691‐8900
                                                      www.aras.com


Copyright © 2010 Aras   All Rights Reserved.                  aras.com
Why CM?

          Every organization has customers. Every organization 
          has products and/or services intended to satisfy the 
          has prod cts and/or ser ices intended to satisf the
          needs of those customers.
          Every organization has delivery systems to achieve 
          E er or ani ation has deli er s stems to a hie e
          each applicable phase of the life cycle for those 
          products and/or services.
          products and/or services
          Every organization must continuously improve its 
          products and/or services and its delivery systems if it 
          products and/or services and its delivery systems if it
          hopes to stay in business.
          Good CM ensures all these things are happening
          Good CM ensures all these things are happening

Copyright © 2010 Aras   All Rights Reserved.   Slide 2          aras.com
What is CM?
       A discipline applying technical and administrative direction and 
       surveillance over the life cycle of configuration items (CIs) to:
        1.       Identify and document the functional and physical characteristics of 
                 CIs.
        2.                   g
                 Control changes to CIs and their related documentation.
        3.       Record and report information needed to manage CIs effectively, 
                 including the status of proposed and approved changes.
        4.
        4        Audit CIs to verify conformance to documented requirements.
                 A dit CI t      if     f        t d       t d     i     t
                                                         MIL‐STD‐973, Configuration Management, 1992
       CM is the process of managing products, facilities and processes 
                 p                g gp        ,               p
       by managing their requirements, including changes, and 
       ensuring that results conform.
                                                             The Institute of Configuration Management
                                                             Th I i         f C fi      i M


Copyright © 2010 Aras   All Rights Reserved.   Slide 3                                            aras.com
Scope & Emphasis of CM
      The scope includes all administrative and technical information 
      that could impact safety, quality, schedule, cost, profit, 
      customer satisfaction or the environment.
      The emphasis is to:
         1.       Accommodate [encourage] change
         2.       Assure the change process is closed loop 
         3.       Assure information is accessible
                  Assure information is accessible
         4.       Assure that all information remains clear, concise and valid
         5.       Assure everyone is working to the correct requirements at all times
         6.       Assure results conform to the requirements, and 
         7.       Standardize best CM practice throughout the organization.

                                                         The Institute of Configuration Management

Copyright © 2010 Aras   All Rights Reserved.   Slide 4                                        aras.com
Challenges in Implementing CM

          Over 400 different standards define or reference CM 
          processes
                  ISO, ANSI, IEEE, MIL, DOD, DOE, FAA, etc.
          Software vendors all claim to embed best practices, 
          S f           d       ll l i    b db          i
          but they all do it differently
          Management perception is either that
          M                 i i ih h
            1. CM is only for large Aerospace & Defense companies
            2. CM is the same as Document Control
             CM has impact across the entire organization, not 
             just one department
             j t      d    t   t

Copyright © 2010 Aras   All Rights Reserved.   Slide 5              aras.com
Get Educated

          Education (not software!) is the most important 
          factor in implementing good CM
          factor in implementing good CM
          Two main CM training providers:
                  Institute of Configuration Management
                  www.icmhq.com
                  CMII Trainingg

                  CM Process Improvement Center
                  www.cmpic.com
                  Broad based CM Training



Copyright © 2010 Aras   All Rights Reserved.   Slide 6       aras.com
Aras Approach to CM
     Choose CM industry standard

     Implement a reference solution as 
     close to the standard as possible
             Aras Product Engineering
     Recognize that each company will do 
         g                   p y
     CM a little differently
             Provide for easy changes to the solution
     Encourage sharing of good ideas
             Aras Community
     Continuously Improve
Copyright © 2010 Aras   All Rights Reserved.   Slide 7   aras.com
Aras Product Engineering

          Roles, processes, forms and rules derived directly 
          from the CMII standard
          from the CMII standard




Copyright © 2010 Aras   All Rights Reserved.   Slide 8          aras.com
CMII Enterprise Community Solution
                                                        Aras Program Management
                                                        •   Phase-Gate Projects
                                                        •   Milestone & Deliverables
                                                        •   Traffic Light Risk Dashboards
                                                                      g
                                                        •   PMI Project Templates


CMII Enterprise
•   Physical Item Hierarchy
•   As Planned-As Released Baseline
•   CMII Document Types
•   ECN Impact Matrix
•   Document Review Process




Aras Product Engineering
•   Bill Of Materials [BOM], Product SKUs
•   File & Document Management
•   Change Management Workflows
•   Approved Vendor Lists [AVL/AML]                 Aras Quality Planning
                                                    •   Risk Management
                                                    •   Failure Mode Effects Analysis [FMEA]
                                                    •   Control Plans
                                                    •   Action Item Closed-Loop
     Copyright © 2010 Aras   All Rights Reserved.                                           aras.com
Physical Hierarchy
                                                    Rev: A
                                                   Rev: A
                    End Item
                        PI: 100

                                  BM10
                                              Rev: A
                                   0                                              xxx    Physical Item
                                                    Part
                                                      PI: 110
                                                      PI: 120                      xxx   BOM

                                                      PI: 130
                                                                                         Document

                                                                BM13
                                                                 0
                                                                       PI: 131
                                                                       PI: 131

                                                                       PI: 1310



          Independent of the Part / Part BOM structure
          Independent of the Part / Part BOM structure
          Physical Items are non‐versionable
          Revisions tracked on BOM item
Copyright © 2010 Aras       All Rights Reserved.                                                         aras.com
Physical Item




Copyright © 2010 Aras   All Rights Reserved.   Slide 11   aras.com
Physical Item – CMII Baseline




Copyright © 2010 Aras   All Rights Reserved.   aras.com
CMII Documents




Copyright © 2010 Aras   All Rights Reserved.   Slide 13   aras.com
ECN Impact Matrix




Copyright © 2010 Aras   All Rights Reserved.   Slide 14   aras.com
Document Review




Copyright © 2010 Aras   All Rights Reserved.   Slide 15   aras.com
Baselining Updates




Copyright © 2010 Aras   All Rights Reserved.   Slide 16   aras.com

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11 Ace 2010 Aras Configuration And Change Management

  • 1. 2010 International Conference Configuration & Change Management Rob McAveney 300 Brickstone Square www.aras.com Suite 904 Andover, MA 01810 Andover, MA 01810 [978] 691‐8900 www.aras.com Copyright © 2010 Aras All Rights Reserved. aras.com
  • 2. Why CM? Every organization has customers. Every organization  has products and/or services intended to satisfy the  has prod cts and/or ser ices intended to satisf the needs of those customers. Every organization has delivery systems to achieve  E er or ani ation has deli er s stems to a hie e each applicable phase of the life cycle for those  products and/or services. products and/or services Every organization must continuously improve its  products and/or services and its delivery systems if it  products and/or services and its delivery systems if it hopes to stay in business. Good CM ensures all these things are happening Good CM ensures all these things are happening Copyright © 2010 Aras All Rights Reserved. Slide 2 aras.com
  • 3. What is CM? A discipline applying technical and administrative direction and  surveillance over the life cycle of configuration items (CIs) to: 1. Identify and document the functional and physical characteristics of  CIs. 2. g Control changes to CIs and their related documentation. 3. Record and report information needed to manage CIs effectively,  including the status of proposed and approved changes. 4. 4 Audit CIs to verify conformance to documented requirements. A dit CI t if f t d t d i t MIL‐STD‐973, Configuration Management, 1992 CM is the process of managing products, facilities and processes  p g gp , p by managing their requirements, including changes, and  ensuring that results conform. The Institute of Configuration Management Th I i f C fi i M Copyright © 2010 Aras All Rights Reserved. Slide 3 aras.com
  • 4. Scope & Emphasis of CM The scope includes all administrative and technical information  that could impact safety, quality, schedule, cost, profit,  customer satisfaction or the environment. The emphasis is to: 1. Accommodate [encourage] change 2. Assure the change process is closed loop  3. Assure information is accessible Assure information is accessible 4. Assure that all information remains clear, concise and valid 5. Assure everyone is working to the correct requirements at all times 6. Assure results conform to the requirements, and  7. Standardize best CM practice throughout the organization. The Institute of Configuration Management Copyright © 2010 Aras All Rights Reserved. Slide 4 aras.com
  • 5. Challenges in Implementing CM Over 400 different standards define or reference CM  processes ISO, ANSI, IEEE, MIL, DOD, DOE, FAA, etc. Software vendors all claim to embed best practices,  S f d ll l i b db i but they all do it differently Management perception is either that M i i ih h 1. CM is only for large Aerospace & Defense companies 2. CM is the same as Document Control CM has impact across the entire organization, not  just one department j t d t t Copyright © 2010 Aras All Rights Reserved. Slide 5 aras.com
  • 6. Get Educated Education (not software!) is the most important  factor in implementing good CM factor in implementing good CM Two main CM training providers: Institute of Configuration Management www.icmhq.com CMII Trainingg CM Process Improvement Center www.cmpic.com Broad based CM Training Copyright © 2010 Aras All Rights Reserved. Slide 6 aras.com
  • 7. Aras Approach to CM Choose CM industry standard Implement a reference solution as  close to the standard as possible Aras Product Engineering Recognize that each company will do  g p y CM a little differently Provide for easy changes to the solution Encourage sharing of good ideas Aras Community Continuously Improve Copyright © 2010 Aras All Rights Reserved. Slide 7 aras.com
  • 8. Aras Product Engineering Roles, processes, forms and rules derived directly  from the CMII standard from the CMII standard Copyright © 2010 Aras All Rights Reserved. Slide 8 aras.com
  • 9. CMII Enterprise Community Solution Aras Program Management • Phase-Gate Projects • Milestone & Deliverables • Traffic Light Risk Dashboards g • PMI Project Templates CMII Enterprise • Physical Item Hierarchy • As Planned-As Released Baseline • CMII Document Types • ECN Impact Matrix • Document Review Process Aras Product Engineering • Bill Of Materials [BOM], Product SKUs • File & Document Management • Change Management Workflows • Approved Vendor Lists [AVL/AML] Aras Quality Planning • Risk Management • Failure Mode Effects Analysis [FMEA] • Control Plans • Action Item Closed-Loop Copyright © 2010 Aras All Rights Reserved. aras.com
  • 10. Physical Hierarchy Rev: A Rev: A End Item PI: 100 BM10 Rev: A 0 xxx Physical Item Part PI: 110 PI: 120 xxx BOM PI: 130 Document BM13 0 PI: 131 PI: 131 PI: 1310 Independent of the Part / Part BOM structure Independent of the Part / Part BOM structure Physical Items are non‐versionable Revisions tracked on BOM item Copyright © 2010 Aras All Rights Reserved. aras.com
  • 11. Physical Item Copyright © 2010 Aras All Rights Reserved. Slide 11 aras.com
  • 12. Physical Item – CMII Baseline Copyright © 2010 Aras All Rights Reserved. aras.com
  • 13. CMII Documents Copyright © 2010 Aras All Rights Reserved. Slide 13 aras.com
  • 14. ECN Impact Matrix Copyright © 2010 Aras All Rights Reserved. Slide 14 aras.com
  • 15. Document Review Copyright © 2010 Aras All Rights Reserved. Slide 15 aras.com
  • 16. Baselining Updates Copyright © 2010 Aras All Rights Reserved. Slide 16 aras.com