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What are the suggested metrics to evaluate if a PDM implementation has been beneficial after a pilot period?

Question asked by Fabio Pinto on Jul 13, 2017
Latest reply on Sep 1, 2017 by John Matrishon

Hi all,


We have recently implemented PDM Pro in our organization and are in the midst of a pilot period.  This pilot period is to evaluate all of the potential scenarios for managing our CAD data since we have a combination of new project data, acquired product data and legacy product data that will eventually all be transitioned to PDM.  The purpose of the pilot period is to inform and establish the framework for the standard operating procedures and best practices for our organization by working through examples.   The three biggest contributors that will be using PDM have different views (and personal barriers) on how to use and benefit from it and management supports the implementation as long as it does not slow development.


I expect the pilot period to mostly consist of me pushing against the learning curve issues of the users without getting much into the actual management benefits of PDM.


With that in mind, I'd like to setup a milestone for the pilot period at which we evaluate the experience up to that point.  I'm not sure what metrics to use in our evaluation.  Should I have metrics for user experience and metrics for how beneficial it is for the business?  Does anyone have experience with setting up an evaluation like this and have suggestions or point me to resources?