PLM Implementation

What is PLM image

PLM Implementation Process

Implementing a PLM system is a multi-faceted process that can be simplified by following these key steps.

Business Modeling

The goal is to describe the vision / business in a way that can be understood by all members of the team, including developers, administrators, stakeholders, etc.

Activities include:

  • Adequately scope the system
  • Determine initial costs and budget estimates
  • Validate initial costs and budget estimates
  • Develop Project Plan and Initial Risk Assessment
  • Create realistic milestones
  • Identify roles

Role Responsibility
Project Manager

Direct Implementation resources

Manage project schedules

Track Status

Resolve conflicts and issues

Business Process Owner(s)

Provide project priorities and objectives

Direct participation of resources

Resolve business process issues

Subject Matter Experts

Communicate current process

Provide information details

Support user community during rollout

I.T. System Support

Support site infrastructure

Extract legacy data

Provide technical expertise

Solution Architect

Analyze requirements

Configure application

Technical Consultant

Develop customizations

Provide technical expertise


The goal is to elicit, document and agree upon the scope of what will be built.

Activities include:

  • Establishing business case and high level requirements
  • Develop high level use cases
  • Refine and validate requirements
  • Design workshops
  • Refine project plan and manage cost and risk.

Analysis and Design

The goal is to analyze the requirements for the system and to design the solution to be implemented, taking into consideration the requirements and constraints.

Activities include:

  • Building the system
  • Creating behavioral prototypes and conducting user validation
  • Data migration


The goal is to transform the design into a solution.

Activities include:

  • Moving the system to production
  • Training and fine tuning the system
  • End user training
  • Documentation


The goal is to perform an objective evaluation to ensure quality. This includes finding defects, validating that system works as designed, and verifying that the requirements are met.


The goal is to plan for the delivery of the system and to execute the plan to make the system available to end users.

Read about PLM Best Practices →