The introduction of a Product Lifecycle Management (PLM) system is far more than just an IT project – it is a strategic change in the company. Those who maintain an overview and take a structured approach can not only optimize processes, but also create the basis for sustainable innovation.
We have developed a free PLM checklist to help you get your PLM project off to a safe and efficient start. In this article, we present the first four key points of the checklist - practical, field-tested and directly applicable.
✅ 1. analysis of requirements and objectives
Before you select a PLM system, you should precisely record the requirements of all relevant departments. Ask them:
- Which processes should be supported or automated by PLM?
- Which departments are particularly affected?
- What strategic corporate goals can be achieved through PLM?
📌 Tip: Involve stakeholders from product development, production, purchasing and IT at this early stage – this creates acceptance and a common understanding of the goal.
✅ 2. set up the project team and define roles
A clearly defined project team is the cornerstone for success. This includes:
- An experienced project manager with decision-making authority
- Key users from the departments concerned
- Support from IT, possibly external consultants or system integrators
📌 Tip: Define roles and responsibilities in writing. This makes it easier to plan resources and avoid bottlenecks.
✅ 3. selection of the right PLM system
The selection of the system should cover both technical and functional requirements:
- Does the system fit the existing IT landscape?
- Is it scalable and future-proof?
- Does it meet the industry-specific requirements?
📌 Tip: Pay attention not only to functions, but also to the support and integration capability of the solution.
✅ 4. plan data migration at an early stage
An often underestimated challenge is the transfer of existing data:
- Which data should be transferred (CAD files, parts lists, documents, etc.)?
- Do formats need to be converted or content restructured?
- Who is responsible for data quality?
📌 Tip: Start analyzing and cleansing the data at the same time as adapting the system - this will save valuable time later on.
Get the complete checklist now!
These four points are just the beginning. Our complete PLM checklist contains further valuable tips on topics such as change management, training concepts, system tests and measuring success.