CM2 Courses & Certifications

The Big Picture: Why use CM2 and the common organizational misalignment that results in inefficiency & ineffectiveness. Students will be able to understand these key concepts and more:

• Connected flow of data, optimizing visibility and traceability throughout the lifecycle
• Reducing rework, intervention and the culture of fire fighting
• The power of digital linkages and hierarchical structure for product and business management
• Aligning siloed functional objectives and redundancies through harmonization and integrated processes
• Proper flow down of requirements to the appropriate level of the product hierarchy and associating them across the organization
• Requirements must lead the design and be verified according to the v-model for development
• Differentiating between the historical siloed CM vs an enterprise approach

Essential considerations for data management & proper PLM visibility and traceability through dataset standardization. Students will be able to understand these key concepts and more:

• Optimized part naming & numbering standards
• 4-Tier, 8-Step product development process
• The design basis and the use of dynamic digital linkages within a product hierarchy
• Reduce part proliferation, increase searchability and part reuse through standardized attributes and metadata
• Managing product configurations through options & variants
• Robust planning & execution of change throughout the enterprise
• Robust business decisions: Total cost, change ROI, opportunity Cost
• Standardization and business best practices

Critical Considerations for efficient and effective Change Management & for robust PLM utilization. Students will be able to understand these key concepts and more:

• Robustly managing change to a product and ensuring requirement verification is as equally important as product design and verification
• Form, fit or function can be challenging for organizations to manage, instead utilize the rule of interchangeability
• PLM Change Objects: IR, CR, CN and Deviations
• Risk based, fit for purpose decision making
• Proper use of revisions and understanding deliverable level visibility of changes to your product hierarchy
• Lot traceability & serialization
• Understanding the difference and realizing the benefits of effectivities, release and effective dates

Change Management Business Process: The What, the How and the Who. Its more than just a tool workflow. Students will be able to understand these key concepts and more:

• The Change Leader roles & responsibilities
• Robust change assessment & impact analysis within the Enterprise Change Assessment
• The Change Request Board membership, business decisions and change track criteria
• The Change Implementation Board: The functional leaders who oversee and authorize resources for implementation
• Creating clear and concise change documentation for a traceable quality record, i.e. planned vs actual change
• Understanding the benefits of a proper change sequence and the repercussions of out of sequence changes
• Aligning prioritization and intentional use of resources towards business goals and objectives
• Understanding industry best practices and lessons learned
• Self assessment

The importance of aftermarket and serviceability considerations often and early in the lifecycle. Students will be able to understand these key concepts and more:

• Extending the digital thread: Digital fielded asset identification & As-Serviced documentation
• The importance of including serviceability considerations during the design phase
• Service Logistics: Design for producibility, maintainability and readiness for replaceable parts
• Extending useful product life: Requirements, verification, certification.
• Estimating the total cost of changes for production, serviceability, maintenance and decommissioning
• Impact of changes to all facilities and towards current environmental requirements

Preparation for organizational change. Planning the next steps including organizational alignment and adoption. Students will be able to understand these key concepts and more:

• Gaining leadership sponsorship and alignment
• A phased approach to organizational change: Scoping, Action Plan, Roadmap
• Assessing your organization's current state and conducting a gap analysis to a desired state
• How to develop a detailed To-Be state implementation plan with Organizational Change Management
• Assessing an organizations existing tool compatibility with identified future state business requirements
• Defining clear roles & responsibilities for implementation and process ownership/governance
• Establish performance metrics for success monitoring and data driven continual improvement

Understand the benefits of optimizing, harmonizing and expanding the CM2 methodology to the extended enterprise. Students will be able to understand these key concepts and more:

• Managing the configuration and change management complexities around maintaining and sustaining:
• Facilities, machinery, fixtures, tools, and other physical assets
• Program & Project Management, New Product Development & Innovation / R&D
• Marketing, Sales, Contracts & Trade Compliance
• Aftermarket, Service & Integrated Logistics Complexity
• Human Resources, DEI & the employee lifecycle
• Financial Reporting & Accounting
• Process ownership/oversight and internal auditing
• Safety and security of datasets and physical assets

Establish the skills and processes to facilitate lasting and scalable improvements through Program Management, Cyber Security, Requirements Development & Supply Chain Management. Students will be able to understand these key concepts and more:

• Ensure program and project initiatives align with corporate goals and objectives
• Define a compelling case for change that speaks to key stakeholders
• Managing and mitigating project risks while anticipating scope, cost and schedule creep
• Proactively balancing schedule, costs and scope at any lifecycle phase
• Ensuring clear communication at all levels
• Cyber security requirements and IP protocols
• Data security, control measures and permissions
• Assessing and ensuring data integrity
• Sources of truth and the importance of clear, concise and valid requirements flow down
• Supplier selection and relationship management

Apply all facets of the CM2 closed loop change process through a series of guided workshops. Students will apply CM2 principles through a series of guided workshops to demonstrate the following concepts towards operational excellence:

Leaders digest how a document driven organization must transform into to a data driven culture for efficient resource management, accountability and traceability. Organizational leaders will be able to comprehend and communicate the value to the business from these key concepts:

Standardize and optimize your end-to-end business processes with industry best practices to enhance data integrity, understand functional interdependencies and break silos. This series contains key elements of Courses CM2-01 through CM2-04. Students will be able to understand these key concepts and more:

• How Product Structures and CM2 Baselines are the foundation of the digital thread
• CM2 V-model for development and the proper flow down and validation of requirements
• CM2 Closed Loop Change Process
• CM2 responsibilities including key change management roles and critical decision boards
• How to accomplish an enterprise change assessment to enable robust business decisions
• How proper planning leads to efficient and effective implementation of change
• Managing the complexities of service, upgrades and aftermarket support

Implementing the IpX CM2 Baseline and Closed-Loop change process is essential for achieving end-to-end configuration traceability in model-based design and digital enterprises. The Digital Thread and Digital Twin concepts enhance data communication and operational performance throughout a product's lifecycle, ensuring accurate and timely information for decision-making. This course serves as a refresher for those who have previously completed CM2 courseware and can rekindle or catalyze improvement initiatives.

CM2-CORE offers a common understanding and language for interoperability, integration, and communication across your company that improves your processes and prepares you to achieve the full benefits of software tools for true scalability and sustainability that’s tailored to your organization’s requirements.

CM2-PRO nine-course series is designed to equip professionals with the knowledge, tools, and hands-on experience needed to implement a comprehensive, enterprise-wide configuration and change management strategy. Participants will build skills to establish a strong foundation in requirements management, build and maintain a robust Digital Thread and Digital Twin, and apply closed-loop change processes to improve decision-making and reduce lifecycle inefficiencies. Through immersive learning and practical application, participants are empowered to drive sustainable transformation and achieve operational excellence across the enterprise.

CM2-PRO is designed to extend the CM2 methodology across all 19 core business processes, empowering organizations to implement a fully integrated, enterprise-wide model. Participants will be equipped with practical, role-based experience in applying CM2 principles, and fostering cross-functional collaboration among key stakeholders, enabling future-focused organizational transformation. The series emphasizes the development of robust operational baselines, effective change management, and closed-loop workflow governance, ensuring alignment between business strategy, product development, and process execution to achieve world-class performance.