'Practical CM: Best Configuration Management Practices for the 21st Century' presents basic and advanced Configuration Management (CM) instruction, guidelines and lessons learned. It includes money-saving CM 'best practice' planning and process methodologies. This book describes a generic, step-by-step strategy for the planning, implemention and integration of Product Data management (PDM) systems within businesses of all sizes. Hardware and software CM 'best practices' are covered within its pages. 'Practical CM' guides the CM professional through the establishment of systems and processes appropriate for the transition into the 21st Century.
Chapters on CM requirements tailoring and CM program planning, product change philosophy, CM during development and CM during the transition to production add to its comprehensive nature. The four state level of control system model, a powerful methodology for integrating CM with engineering, manufacturing and quality assurance activities, as developed and implemented by the author, provides the basis for the coverage of the integration of CM with all product life cycle activities. Also included is the information necessary for the reader to establish effective and efficient control of design data plus hardware and software physical products. The methodologies, processes and procedures provided in this book assure that the reader's business remains compliant with current and future customer requirements, while operating in a cost effective manner for the entire product life cycle. The systems described herein have been implemented in businesses of all sizes around the world and have withstood the test of real world operation.
'Practical CM' offers more scope, depth and clarity than the typical CM textbook. It fills a void in the literature for both basic and advanced CM instruction. Its numerous figures and templates assure its readers of a failsafe means to plan and execute their CM programs, while maximizing control and accessability of data and minimizing risk and cost. It provides CM methodologies which can easily be leveraged for full compliance with the latest Capability Maturity Model (CMM) requirements. Beginning with a clear examination of the conventional, CM process in today's typical manufacturing environment, this text then proceeds to describe a practical, step-by-step implementation of CM 'best practices' in a safe and sane manner.
'Practical CM' is an easy to use 'how-to' book for both beginning and experienced CM practitioners as well as technical and program management personnel. ISO guidelines and DoD requirements are discussed in the context of today's business climate. This book contains four appendices dedicated to detailed and thorough descriptions of CM Plan generation, PDM tool/vendor evaluation and selection, questions and answers, and lessons learned.
The third edition of 'Practical CM' provides updated figures and templates plus adds to the previous coverage of PDM system implementation, integration and technological advances. It also contains updated references to government and commercial CM-related internet sites, standards and guidelines and describes the state of the ongoing transition from military standards to commercial 'best practices'.
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The author, Mr. David D. Lyon, holds a Bachelor of Science degree in Electrical Engineering. He has worked in industry for thirty nine years, primarily in the fields of Project Engineering and Configuration Management. He has served as the Project Engineer responsible for several large projects in defense, space and commercial industries. He most recently coordinated the planning, implementation and integration of an Enterprise Data Management (EDM) system in a major operating unit of the Lockheed Martin corporation. Mr. Lyon was also responsible for facility wide training in Configuration and Data Management systems and procedures, and provided hands-on training for specific PDM users, including CCB members, design engineers, customers, CM personnel, project engineers, and program managers.
While at Lockheed Martin, Mr. Lyon developed the four state level of control system model, a powerful methodology for integrating CM with engineering development activities.
Prior to joining GE/Lockheed, Mr. Lyon was a project engineer for United Technologies, where he was involved in proposal development and system engineering design/test for several large engineering development programs, including the Lunar lander, Mars Viking spacecraft, CH53E Helicopter, and several commercial product programs.
Mr. Lyon is the author of the texts, Practical CM: Best Configuration Management Practices for the 21st Century and Practical Project: Guidelines for Project Engineers and Program Management Personnel. Mr. Lyon has trained hundreds of CM novices and seasoned veterans alike in the latest tools, techniques and procedures for Configuration and Data Management.
Mr. Lyon provides consulting services to clients engaged in the transition from paper based systems to electronic PDM/EDM systems. He is currently providing CM seminars to Pentagon personnel.
Mr. Lyon is the project leader for the CM Certification Team, an international organization whose mission is to establish a standard education, training and certification program for CM practitioners. You can learn more about this activity by visiting the CM Certification Team Web Page at URL: http://spiderweb.btg.com/CMCert
Mr.
Configuration Management (CM) today is a struggle, both for those who are trying to impose some degree of control over the design, production and support phases of programs and for those who are trying to resist CM in a misguided attempt to save time and money.
Each element of CM, i.e., Identification, Change Control, Status Accounting, and Audits is inexorably linked to and interwoven with Engineering design methodologies plus Quality Assurance inspections and audits and Manufacturing production processes, no matter how simple or complex the program, and is thus integral to the process.
Tradeoffs exist every step along the way. These tradeoffs involve cost versus control of the design and visibility into how the hardware and software products relate to the design at any given point in time.
Manual, labor intensive CM activities involving baseline capture and control with change approval and incorporation processes employing multiple forms, databases and meetings induce images of wasteful, expensive pillaging of program coffers to Program and Functional Managers.
Thus proposals are often trimmed of CM-related quotes and activities even before the program or project begins. This usually results in additional costs down the line from excessive changes to the design package, non-conforming hardware, repairs to or reworking of the product hardware and software, and failures experienced in product performance after delivery to the customer.
Take heart, though. Help is on the way!
For each specific CM activity, we will first examine the conventional, classical CM as it is practiced today in large businesses and corporations. Next we will implement, in a step-by-step manner, those processes necessary to achieve our ultimate goals. Many companies are in some stage of learning about new, automated CM processes or have begun an earnest foray into the procurement of a Product Data Manager (PDM) system to solve their problems. We will learn how to get to that state in a safe and sane manner. Automated CM is the way to go but much must be said before the plunge is made.
I believe that by addressing the key CM issues presented in this book and by applying the procedures and guidelines defined herein, your business can reap the rewards of an effective control system and sound risk mitigation techniques.
The journey we will take on our road to excellence in CM will follow a route with a few twists and turns in it but the course is set and the direction is true. This easy to follow "how-to" guide is designed in such a way as to enable you to implement, in a cost effective manner, practical Configuration Management solutions for your business for the Twenty First Century.
Chapters 1 through 8 will provide you with the "best CM practices" for today's business environment. These chapters cover the basics of CM, and describe how CM ought to be practiced in businesses of all sizes. Current CM methodology is discussed and then the evolution to a practical, effective and ISO-compliant CM methodology is presented as near-term and long-term solutions.
Chapter 9, supplemented by Appendices B, C and D, will provide you with the complete process for the planning, implementation and integration of a PDM system in your business. You will also learn how to integrate the "best CM practices" presented in Chapters 1 through 8 into your business processes. You will be aided by numerous detailed figures. Chapter 10 will then summarize these "best CM practices" and the PDM planning, implementation and integration processes in template format so that you can tailor your new CM system to your specific program requirements and so that you can be assured that you haven't missed anything along the way.
Appendix A will provide instructions for writing an effective CM Plan for today's and tomorrow's business environments. Appendices B and D will provide valuable insight into the complexities of PDM system implementation and integration via "questions and answers" and "lessons learned". Appendix C will guide you through the process of evaluating and selecting PDM products and third party tools. It will also guarantee that you cover all the bases by showing you how to fill in the unique PDM tool and vendor templates provided therein.
I will attempt to be brief but not skip anything important. By the time you finish this book, you will be able to plan a CM program sized to your business and be ready to construct detailed templates to assure the achievement of your CM goals.
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