ERFOLGSFAKTOR MITARBEITERVERGLEICH DER INFORMATIONS- UND AUSBILDUNGSSTRATEGIEN BEI IMPLEMENTIERUNGEN VON IOT UND PLM/SLM

Detlef BexkensMaster Learning Architect

2

$1.26BFY 2015 TOTAL REVENUE

COMPUTER AIDED DESIGN (CAD)

PRODUCT LIFECYCLE MANAGEMENT (PLM)

APPLICATION LIFECYCLE MANAGEMENT (ALM)

SERVICE LIFECYCLE MANAGEMENT (SLM)

INTERNET OF THINGS (IOT)

REVENUE BY VERTICAL

Life Sciences

5%

Industrial Products

31%

Federal, Aerospace & Defense

16%

Electronics & High Tech

18%

Automotive

14%

Retail & Consumer

7%

Other

9%

REVENUE BY REGION

Americas

42%

Europe

37%

Asia Pacific

21%

750partners

26,000active customers

FAST FACTS

6,000employees

1,800academic program

universities

3

CREATE MANAGE DELIVER

PTC TECHNICAL AUTHORING SOLUTIONHOW WE DO IT

CAD PTC CREOPLM PTC WINDCHILLALM PTC INTEGRITYSLM PTC SERVIGISTICSSLM PTC ARBORTEXT

Published

Documents

InService

Publishing Engine

Electronic

Content DeliveryOther Content/PLM Systems

Service Parts

Make/Model/SN range

System/sub-system

Options and variants

Information type

Language variants

Service Information Manager

Context-Based Content Management

sBOM and

Parts Catalogs

PDF

XML

eBOM

Illustrate

IsoDraw

Editor/Styler

3D Illustration

and Animation

Other Content

2D Illustration

XML Topic

CAD

PDF

XML

4

PTC UNIVERSITY

100 TRAINING CENTERS IN 35 COUNTRIES

400+ CERTIFIED INSTRUCTORS

MORE THAN 100,000 STUDENTS TRAINED EACH YEAR

MORE THAN 6,000 HOURS OF COURSES AVAILABLE

Aware

Sponsorship and

communication from the

business to make the

audience aware of the

change and its

importance

Acquire

Role-based Learning

Program to empower end

users with the knowledge

and skills required to do

their jobs

Apply

Multi-tiered support

system to ensure

technology, processes,

and knowledge are

applied within the work

environment

Plan

Comprehensive strategy and plan to ensure the organization is ready

to accept people, process and technology changes

5

TYPICAL MANAGEMENT MISTAKES CONSIDERING USER REQUIREMENTS

User‘s motivation?

One mail @all is

sufficient!We'll deliver the

trainings on our

own: let's do a

cascade

from tester

to key-user

to user!

No time for

trainings.

The business

projects have

to be finished!

• Budget for training, communication and promotion of user's acceptance is too smallBudget

• Own contribution w/o skilled resources

• Own contribution permitted by management or purchase dept. - but not aligned internally

Own Contribution

• Key performance indicators (KPI) not communicated for successful productivity start

• KPI for Learning & Adoption (L&A) not definedGoals

• Effort and important resources underestimated

• Skills required for L&A underestimated

• Correlations of L&A underestimatedComplexity

• Overall goals of technology change is not understood and supportedd by all key players and users

Communi-cation

Budget for

trainings?

Features, functions

and migration are

more important!

Manager

6

TYPICAL PROJECT MANAGER MISTAKES CONSIDERING USER REQUIREMENTS

We don't need any

instructors before

starting the user

trainings

I'll take care of

the trainings a

few weeks

before the go-

live

We shall use

the

test-server

as training

environment

Project Manager

• Importance of guidelines and methods underestimated

• Vague definition of project-end regarding Learning &Adoption

Content

• No incorporation of specialists for user-related actions and project planningPlanning

• Thoughts regarding Learning & Adoption delayed

• User's adoption not in the critical project path

• User related actions not alignedDates

• User related milestones not existing or not aligned to other project milestonesMeilestones

• Budget for Learning & Adoption transfered for solving problems at other project tasksBudget

We don't need

dedicated

training material.

Let's use the

techn. specification

documents

for user

trainings.

7

FACTORS INFLUENCING THE PRODUCTIVY OF A USER

I can I want

I must

Environment

- Company Strategies and Management Support

- Projects

- Process Needs

- Tools & Templates

- Guidelines & Methods

- Data (incl. Legacy Data Handling)

- Troubleshooting (incl. Legacy Data Handling)

Learning

- Training

- Mentoring

Adoption

- Information

- Motivation

8

IMPORTANCE OF INFLUENCING FACTORS

CAD

~100 users *

PLM

~500 users *

ALM

~50 users *

SLM

10.. 1500 users *

IoT

I must: I must: I must: I must:

I can: I can: I can: I can:

I want: I want: I want: I want:

>>10.. 1000.. 5000.. 10000 *

„SLM Diagnostic“

(Designer, Author, ...)

„SLM Owner Manual“

(Illustrator, Bus.Planner, ...)

„SLM Techn. Report“

(QM, Publication, ...)

„SLM Service“

(S.Planner, Locistic, Parts, ...)

SLM user type examples:

„SLM ...“

I must: I must: I must: I must:

I can: I can: I can: I can:

I want: I want: I want: I want:

* Example numbers from PTC clients

9

LEARNING & ADOPTION STRATEGY AS VITAL PROJECT TASK

WHO?

WHERE?

WHEN?WHAT?

HOW?

I can

Strategy

Learning & Adoption

• User roles

• Number of users per role and per site

• Additional roles, e.g. administrators, managers, ...WHO?

• Sites for communication

• Sites for training

• Sites for user supportWHERE?

• Meilestones, e.g. - Milestone „Training Environment Ready“- Milestone „Training Start / End“- Milestone „Communication Start“

WHEN?

• Training content and duration per role

• Information/Motivation content per roleWHAT?

• Didactic mix of the training content, e.g.eLearning, classic classroom training, self study, process oriented training, ...

HOW?

Output:

• Communication Plan

• Curriculum Plan and Training Plan

• Support Plan

• Milestones and effort calculation

• List of risks and critical resources

I want

I must

10

ACTION ITEMS

• Start a Learning & Adoption Strategy 6-9 months in advance of the go-live

• Identify user profiles

• Identify importance factors of I CAN, I WANT, I MUST

• Identify major parameters of WHO, WHERE, WHEN, WHAT, HOW

Define a Strategy for Learning & Adoption

• Allocate a budget already in early project discussions

Allocate Budget for

Learning & Adoption

• Allocate critical resources 6-9 months in advance of the go-live

• Name internal resources

• Check and book external support

Allocate critical resources for

Learning & Adoption

11

DIALOGUE

Detlef Bexkens

•PTC University

•Master Learning Architect

•dbexkens@ptc.com

PTC Related Resources

•https://www.ptcusercommunity.com/community/training

•https://www.ptcusercommunity.com/people/dbexkens

•http://www.ptc.com/services/learning-and-adoption

ptc.com