Past Event: The 30th Integrated Process Excellence Symposium & Training

Blueprint for Business and Digital Harmonization.


The 30th Annual Integrated Process Excellence Symposium was held at the Wyndham Grand Bonnet Creek Resort in Orlando, FL during September 18-20, 2017. There were two and half days of keynote and break-away sessions. The speakers were cross industry executives within aerospace, agriculture, automotive, building infrastructure, defense, medical, regulatory, and technology. The sessions were focused on best practices for tangible business transformation with a central theme of: The foundational element of the 4th industrial revolution is a proper CM network leading to people, processes, and products that communicate cohesively within an integrated Internet of Things.

2017 Cross Industry Speakers

Nathan W. Hartman, Ed.D. - Purdue University Dauch Family Professor of Advanced Manufacturing and Interim Head of Computer Graphics Technology, Director - PLM Center of Excellence, & PLM World Chairman

Topic: Transforming the Model-based Enterprise: More than Meets the Eye

3D Model-Based Enterprise (MBE) is an approach to product design, production, and support where a digital, three-dimensional representation of the product serves as the ubiquitous source for information communicated throughout the product’s lifecycle. In MBE, the “model” serves as a container not only of shape definition (i.e., geometry, PMI, annotations, etc.), but also of behavior (i.e., materials, functional logic, genealogy, etc.) and context (i.e., supply chain, in-use, assembly, etc.) – a model-based definition (MBD). While products with relatively short lifecycles may not have a need for maintaining data for extended periods of time, the aerospace and defense sectors have vehicle and weapons programs that have lifecycles measured in decades. Understanding the characteristics of the data needed during these lifecycles is important to both adequate compliance and to minimizing costs. As the digital backbone that supports the modern product data enterprise has been propagated throughout the extended product lifecycle, an obvious medium of communication has evolved – the 3D model and its various derivative forms – to support their products in lieu of 2D drawings. This presentation will discuss the transformation of the medium for communicating product information and qualifying the information items needed in a model to successfully communicate needed information.


Nathan Hartman is the Dauch Family Professor of Advanced Manufacturing and Associate Department Head in the Department of Computer Graphics Technology at Purdue University, and Director of the Purdue University PLM Center. Dr. Hartman is also Co-Executive Director of the Indiana Next-generation Manufacturing Competitiveness Center. In 2011, Professor Hartman was designated a University Faculty Scholar, and in early 2013, he was on the team providing content for the research and technology framework of what eventually became the Digital Manufacturing and Design Innovation Institute.

Professor Hartman’s research areas focus on the process and methodology for creating model-based definitions; examining the use of the model-based definition in the product lifecycle; developing the model-based enterprise; geometry automation; and data interoperability and re-use. He has been awarded over $9,000,000 in research funding to support his work, primarily from industrial and manufacturing corporations. Professor Hartman’s industry research partners include Rolls Royce, Cummins, Boeing, GM, Rockwell Collins, Textron, Gulfstream, Procter & Gamble, GM, Honda, and others. He has also done funded research work through NSF, DMDII, and NIST programs.

Professor Hartman currently teaches courses in 3D modeling, virtual collaboration, 3D data interoperability, and graphics standards and data exchange. Professor Hartman also leads a team in the development and delivery of online PLM and MBD professional education certificate programs for Purdue’s various industry partners. He also works closely with the Ivy Tech Community College system around design technologies and digital manufacturing curricula to support Indiana’s education and workforce development needs. Professor Hartman holds a Bachelor’s and Master’s degree from Purdue University and a Doctorate from North Carolina State University. Dr. Hartman spent over eight years working in industry for Fairfield Manufacturing Company, Caterpillar, and Rand Worldwide.

Joe Barkai - Consultant, Speaker, Author, & Blogger

Topic: The Outcome Economy: How the Industrial Internet of Things is Transforming Every Business

There’s no escape from the onslaught of relentless calls to leverage Internet of Things technology to establish enterprise connectivity and embark on a digital transformation journey. And business consultants and software vendors alike offer rosy depictions of the digitally-connect enterprise of tomorrow.

But as technology forecaster Paul Saffo astutely observed, one should not mistake a clear view for a short distance. Many product organizations are still quite leery about their ability to reap the promised fruits of the digital transformation.

In his keynote, Joe will discuss both business and technical motivation for product organizations to exploit enterprise connectivity enabled by the Internet of Things. Using the Outcome Economy as a business model, the presentation will highlight concepts, use cases, and what this inevitable transformation means for product designers.

While the Internet of Things serves a pivotal role in accelerating product innovation and optimizing product lifecycle processes, it also demands business and digital harmonization at levels most organizations are unfamiliar with. Joe’s point of view and guidance will help product organization charter these unfamiliar waters and establish a processes model to improve innovation and product lifecycle activities.


Joe Barkai is a consultant, speaker, author and blogger, charting market strategies for a connected world: Internet of Things, connected cars, innovation and product lifecycle.

Joe has more than 30 years of experience in helping organizations chart their product and market strategy. His background at the union of business and technology with hundreds of organizations across diverse industries, provides a unique ability to “connect the dots” and clearly articulate the always-evolving business value of technology. Joe’s focus is on researching, forecasting and the strategic application of industrial Internet of Things (IoT) technology and the union between IoT, Product Lifecycle Management (PLM), Service Lifecycle Management (SLM), Application Lifecycle Management (ALM), and equipment diagnostics and prognostics methods.

Oleg Shilovitsky, CEO and co-founder of openBoM; Blogger and Advisor at Beyond PLM

Topic: Digital transformation, manufacturing networks, and the next PLM paradigm shift
Digital transformation is the next trend that will require alignment between technology and business. Manufacturing companies are looking into this trend to learn which digital technologies best improve processes and create new competitive advantage in the industry. As the industry moves towards a digital future, the role of PLM business and software will change and require a new paradigm definition.

Oleg Shilovitsky is CEO and co-founder of openBoM™, entrepreneur, and blogger at Beyond PLM. Shilovitsky has been building software products for data management, engineering, and manufacturing for the past 20 years. He has developed PDM / PLM software and worked for companies such as SmarTeam, Dassault Systèmes, Inforbix (acquired by Autodesk), and Autodesk. Shilovitsky is the author of the popular blog (Beyond PLM) where he shares his thoughts and discusses various engineering and manufacturing software topics.

Henrik Reif Andersen, CEO Configit A/S

Topic: Product Configuration in the Full Product Lifecycle

With the advent of Industrie 4.0 and the Internet of Things, information technology is transforming the world again. This new era will see manufacturing reach an unseen level of computer-based automation with products becoming components in a service-oriented world. How will this affect the development of configurable products? Configuration aspects need to be managed through all phases of a product's lifecycle. Under the heading of Configuration Lifecycle Management (CLM), we present an approach to handle these challenges.


Henrik Reif Andersen is the co-founder and CEO of Configit, a global software company specializing in helping makers of complex products become faster, smarter and more profitable.

A professor by training, Henrik has published more than 75 academic papers and articles covering the breadth and depth of mathematics, computer science and logic.

Since founding Configit in 2005, Henrik has secured five rounds of venture funding to grow the company from one employee to nearly 200 with subsidiaries established in Germany, India, the U.K., and the USA.

With the creation of configuration lifecycle management, Configit is committed to developing and perfecting products that provide strategic value for their customers.


Timothy Baynes, EVP Marketing and Product Strategy at Configit A/S

Topic: Fast Company: Accelerating Product-to-Market and Configure-to-Quote Processes with Configuration Lifecycle Management

Increased competition and growing market complexity raise important challenges for all global companies, especially those who offer complex (configurable) products and/or services to their customers. In this talk we'll discuss how configuration lifecycle management (CLM) addresses two interrelated opportunities within an increasingly competitive landscape: how to get complex products to market faster, while at the same time empowering sales channels to respond to customers more quickly and with more competitive pricing for complex product/service offerings. We cover several concepts, including how CLM technology differs from and complements PLM systems, and how it can be used to power configure-price-quote (CPQ) systems that take all aspects of product configurability into account. Using CLM technology in this way enables companies to accelerate their product introduction cycles while also gaining important capabilities to increase the competitiveness of their sales quotations.
Tim leads global marketing and product strategy for Configit. He has worked with product configuration technologies for over 20 years and has participated in over 150 separate implementations. He was a founder of KPMG Peat Marwick's Configurator practice in the 90's where he led configurator software selections and implementations at leading companies in the Automotive, High-Tech, Aerospace, and Industrial Manufacturing industries. That role was followed by over a decade with Oracle, where he finished up as a Director in Oracle Consulting's EBS Configurator practice. At Oracle, Tim served primarily as Solution Architect on very large, complex configurator implementations, which focused on the Configure-to-Order process flow. Prior to joining Configit, Tim was Research Director at Gartner, where he was responsible for covering CPQ and Digital Commerce technologies.

Peter A. Bilello, President, CIMdata

Topic: CM in the Age of Experience

Most would argue that an enterprise’s Configuration management (CM) processes and supporting systems are already too complex. So, what happens when an additional level of complexity is added? This is what many companies are struggling with as they extend, expand, and evolve their product lifecycle management processes (e.g., product development and long-term product maintenance) to support the emergence of the age of experience. For many companies, experience design, for example, is no longer an option, but a necessity. For those companies, and additional ones every day, enabling experience driven processes are becoming commonplace.

Unfortunately, many of today’s supporting processes and tools aren’t up for the challenge. Data management processes, for example, are often paper-based, ill-defined, and often not even followed. CM processes, which must play a central data management and process enabling role, are often out of date and/or ill-equipped in today’s rapidly changing experience-based world. This presentation will focus on how CM practitioners and associated processes and practices need to evolve to support the age of experience.

Paul Nelson - Fellow, PLM Discipline

Topic: Requirement Wars: Episode I A Lost Hope?

CM2 processes coupled with PLM have the potential to enable Integrated Process Excellence (IPE) to keep requirements clear, concise, valid, and maintain a balance in the Force.  The emergence of Model Based Systems Engineering (MBSE) has led to a disturbance in this balance of the Force.  Model-Based Systems Engineering (MBSE) can enhance the coordinated, efficient definition, architecture, design, verification, validation and modification of an integrated system beginning early in a program lifecycle.  A requirements war is looming and it is easy to lose hope in understanding how CM2/IPE/PLM/Requirements Management/MBSE all can/should interact; this presentation aims to add clarity and share Orbital ATK’s perspective on the battle for the heart and soul of a requirement.


Paul is a Fellow for the PLM discipline at Orbital ATK. He is promoting the proper processes and tools to significantly reduce development time and costs while meeting all customer requirements. Paul has BS and MS degrees in mechanical engineering. He is INCOSE certified, holds a graduate certificate in Systems Engineering from the University of Utah, is CM2-P certified and is fluent in Russian.


Susanne Lauda - Director, Global Advanced Manufacturing Technology

Topic: Developing a Global CM2 Transformation Strategy

Design anywhere and build anywhere in the world, and still make sure that the outcome is the same? That is a challenge that AGCO Corporation is tackling by applying the CM2 principles through their entire change processes. But the processes are only useful if there is buy-in from all global sites and functions. No matter if it is the US, Germany, France, China, Brazil, Finland, the staff has to be trained to understand the value of CM2. In addition they have to learn how to apply it with a global focus, while still acting in the best interest of their own site and function. This creates a complexity that can make a head spin. Therefore a solid transformation strategy is essential.


Susanne joined AGCO Corporation 5 years ago. AGCO is a Fortune 500 company headquartered in Duluth, GA that manufactures agricultural equipment at various locations around the globe, and has roughly 20,000 employees. In her role as global project lead for manufacturing automation she represents the business in regards to the Enterprise PLM strategy. Among other issues she identified the need for a harmonized global change process to support the company’s new platform strategy, and to specify the PLM tool requirements. Susanne also drives the global strategy for Manufacturing 4.0 (Smart Factory), and manages a team that investigates the potential applications for new production tools, such as Additive Manufacturing. Susanne holds a degree in production engineering from her native Germany and received her CM2-P certification in October, 2013. Prior to working for AGCO she has worked at MTU (Diesel engines), Zeppelin New Technologies (aerospace components), Rheinmetal (defense), Siempelkamp (foundry, forging presses) and INP (manufacturing consultant).


Alan Kiraly - Senior Vice President of Asset Performance

Topic: Going Digital? Not without CM!

Digital: the evolving state that we are all trying to achieve. But every technology advancement pushes the goal line further away, so “going digital” seems to be a perpetual challenge. Across the lifecycle, from BIM to IIoT (Industrial Internet of Things), advancing information management methods and technologies become more than new acronyms to learn, but new opportunities to add value to information. Great expectations come with these advancements – the promise of improved cost control, operational insights and optimized asset performance. Concerns as well – does digitization pose cyber security risks? Privacy or liability risks? So how do you actually leverage these advancements to support your business goals while mitigating risk? With CM best practices, of course! Learn how CM principles give you the tools to extend the life and value of your assets across the lifecycle and realize the potential of advancements like BIM and IIoT.


Alan holds a CM2-A certification and joined Bentley in 2010 following Bentley’s acquisition of Enterprise Informatics, where he served as CEO. Alan was named senior vice president, asset performance in 2016. He leads Bentley’s Asset Performance Advancement Team, which is responsible for the development, marketing, service, support, and business development of offerings for improving asset performance. His prior roles with Bentley include senior vice president of server products, asset performance and vice president of operations, product management. Alan holds a bachelor’s degree in mechanical engineering from Michigan State University and a master’s degree in mechanical engineering from the University of Dayton.


Martin Haket - Configuration Management Business Architect

Topic: The Business Case as a Start Point for the Impact Analysis

This presentation will address the possibility of using the different elements of your companies business case process for guidance in conducting an impact analysis. For every element of the business case you can create procedures and work instructions on how to come up with the proper values based on the proposed solution. This will be especially valuable if not all relevant information is properly linked in structures and readily available for those that conduct the impact analysis.


Graduated in 1999 in Information Technology, Martin immediately was confronted with configuration management on his first job in the defense industry. In succeeding positions, CM became more dominant, eventually leading to his current position as Configuration Management Business Architect at ASML. In this position he is driving the introduction of a CM2 based change process and teaching the ASML in-house CM2-12 courses. Martin’s CM2 training started in 2006 leading to CM2-P certification in 2015.


Stephen Watts - Configuration Management Architect at Airbus Operations Ltd

Topic: The Enabling Role of Configuration Management for the Systems Engineering of Tomorrow’s Complex Systems and Systems of Systems
Stephen Watts, Adriana D’Souza, Dr Mario Kossmann)

Times to market for complex Systems and Systems of Systems (SoS) in the aerospace and defense industries shall be reduced, whereas both customer expectations and technology evolutions are increasing at an exponential rate. As the total life cycle of complex Systems and SoS frequently spans across several decades, the customer expectations and market conditions are highly likely to evolve, thus their development needs to be kept in line with evolving business cases. Systems Engineering (SE) and Configuration Management (CM) need to work even more closely together in order to address this. CM as a discipline is essential for this as the key discipline for establishing traceability and controlling baseline evolutions and iterations between all the relevant pieces of information resulting from the related system lifecycle processes. This work provides an outlook on how CM may enable SE of tomorrow’s complex Systems and SoS, including some key recommendations and related challenges.


Stephen Watts Is aircraft configuration management specialist and qualified CMII Professional with a post-graduate Certificate in Management from the University of Lancaster (UK). He has almost 40 years of industrial experience (many years of which in the aerospace and defense sectors) in a range of engineering fields such as conceptual design (electronics, electro-mechanical), work-package management and configuration management, both in specialist and leadership roles.



Robert La Fond - Manager, Configuration Management

Topic: Enabling Digital Transformation with CM2 Principles -  The 'V' Model and Tuckman's stages of group development

Tier 1 - High-level Plan: Forming - Discovery and Independent Behavior:  What problem are we trying to solve?

Tier 2 - Detailed Plan: Storming - Opinions and Politics:  Sifting through the sands of time.

Tier 3 - Create Designs/Processes: Norming - Resolution and Shared Vision:  Speaking the same language.

Tier 4 - Build and Test: Performing - Implementation and Success:  Proof CM2 is working.



Dan Peters - Refrigeration Systems Manager

Topic: Where the Magic Happens

Sub-Zero Group, Inc started the journey towards Integrated Process Excellence in 2014.  Since then, significant progress has been made within the organization to utilize the CM2 principles and create the infrastructure for the future.  The objective of this presentation is to  highlight the items that have helped us the most in our journey and where we are headed next.


Eddie Kolesar - Manager, Configuration Management at Esterline Power Systems

Topic: Metrics – The CM2 Universal Translator

You have just completed CM2 training and you are excited to get back to work to begin implementing the CM2 methodology. Where do you begin? How do you gain the proper support from your business?

You must find a way to communicate effectively to the organization. Every department speaks a different language and has their own focus, but what existing methods are understood universally? METRICS! You can think of metrics as a universal translator or Rosetta Stone that can be used to drive a common language. With this common language, you can now identify opportunities within the different facets of the business that proper CM can help resolve and grow your business to the next level. Metrics can help facilitate the strategies of implementation through visual controls by displaying the progress of various improvement initiatives. Metrics, with a clear, concise, and valid goal stated, should be simple to understand, with minimal to no explanation required. Utilizing metrics and visual controls, the presentation will demonstrate how these tools help:

  • Drive the implementation of CM2
  • Communicate to the business
  • Gain leadership support
  • Define resources
  • Reduce corrective actions
  • Improve processes
  • Show successes!
  • Sustain
  • ...

Metrics deliver clear data. A huge benefit of metrics is it takes all the thinking and memorizing out of your head and puts it on paper. Let’s start the conversation.


Eddie is a Configuration Management Manager for Esterline Power Systems with teams in the US and Mexico. He is an accredited Configuration Management Professional (CM2P) and Export Compliance Professional (ECoP®) with 20+ years of experience in Configuration Management, Data and Release Management, Operations, Electro-Mechanical Engineering, Program Management Trade Compliance (Jurisdiction and Classification) and Technical Data Transfer. 20+ years of experience in Aerospace Manufacturing with working knowledge of AS9100 standards and quality management systems. He has successfully implemented processes that significantly reduced change management cycle times and backlog without compromising the integrity of the processes while still meeting customer requirements.


Sarah Nguyen - Director of Business Operating Systems

Topic: CMoT: The Configuration Management of Things

What does it mean to be a "Smart Factory?" In the conquest to be the refreshing and unfettered competitive alternative in a stagnant aerospace manufacturing industry, it means more than going lean and even more than going digital: at Elite Aviation Products we leverage the power of IoT to interconnect machinery with multi-level personnel to pilot real measures of effectiveness. Finally, we go the extra long and worthwhile mile to integrate excellence through streamlined processes for managing facility, production, and software configurations: what I call CMoT.


Sarah is a CM2-P and proud member of the Elite Aerospace Group--a PTC partner uniquely dedicated to providing complete strategic systems solutions. Her passion derives from collaboration with various organizations in the aerospace industry to optimize operational processes and systems by way of cohesive integration of effective technologies.


Arnaud Hubaux - Principal Business Architect at ASML

Topic: Should Variant Management be a Core Business Process?

Many organizations struggle to meet a demand for broader product portfolio while reducing operating expenses. Multiple techniques were developed to reduce those expenses during product specification, verification and delivery. One of those techniques is Configuration Management (CM). CM implementations, however, rarely reduce the cost of poor Variant Management (VM) within product configuration. Yet, VM is crucial to achieve the scale economies required to sustain a broad product portfolio. To achieve that goal, we claim that VM should become a dedicated core business process under the CM umbrella. In this presentation, we propose operating standards and tool requirements for VM.


Arnaud is a business architet expert in configuration and product variant management. He currently drives a major configuration management and transformation program and implementation of state-of-the-art product configuration technologies. Arnaud holds a PhD in Computer Science and obtained CM2-P certification in 2016.



Jim Brogoitti - PLM PMO Innovation Leader

Topic: Why ALM and PLM Need to Cooperate

In today's automotive engineering environment the product complexity continues to increase at a significant rate. Autonomous vehicles with inherent safety ramifications are requiring tighter integration between requirements, software, electrical and mechanical systems. The challenge is to seamlessly integrate ALM and PLM systems to manage the digital thread and variant management of those products. This presentation elaborates the problem that GM is facing.


Jim has over 35 years of extensive product development experience in the realm of high volume, high quality embedded electronics systems for the automotive industry. He has vast program management experience launching complex automotive electronics systems. In addition, Jim has in depth knowledge of CM2 compliant Product Lifecycle Management(PLM) system requirements.




Charles Story, Continuos Improvement Manager

TopicEmbracing Change – Be Quick, but Don’t Hurry

As a leading global provider of customer solutions, Woodward has nearly one-hundred and fifty years of innovation; from the earliest water-wheel governor to the latest generation of cutting-edge energy management and control systems, we have a strong legacy of quality and customer focus.

Our CM2 journey to this point has been slow, with a focus on building relationships and demonstrating value in a culture that rewards a type of “rugged individualism” combined with “The Woodward Way”.  As we enter our fifth year of activity, we are readying our newest facility, Rock Cut Campus, to implement a CM2 closed-loop change process.

This presentation is intended to provide a look into our journey to date; with an emphasis on how we have, or have not achieved the required culture changes needed to be successful with CM2, and Integrated Process Excellence; and, what we think that that future holds.


Charles is a CM2-C with 17 years’ experience in Lean and Six Sigma for Woodward’s Aircraft Turbine Systems division (ATS) located in Loves Park, Illinois, and is the industry's leading supplier of integrated turbine engine control and combustion systems. In his current role at our new Rock Cut Campus, Charles is responsible for the development, implementation, and sustainability of lean processes.


Max Gravel - Configuration and Change Management (CCM) team

Max is the Configuration and Change Management (CCM) team lead for new programs at Gulfstream Aerospace. His team is supporting development of two new aircraft models in a 3D Model Based Type Design environment using CM2 principles as the backbone. Max has a Master’s in Aerospace Engineering and holds CM2-C and CM2-P certifications.


Mehmet Tunc - PLM, Configuration Management and TDP Development Department Managerç-57aa5964/

Topic: Getting Prepared for Industry 4.0  with CM2 Alignment and Process Excellence

FNSS Defense Systems; a joint venture of BAE Systems and Nurol Group is developing and producing armed land vehicles which is the market leader in its region. Being a technology and engineering oriented company, FNSS is following the 4th industrial revolution trends as a strategic approach. We believe that CM2 alignment which will result in developing and simplifying our processes to excellence and also investment on convenient IT and manufacturing technologies are compulsory for catching up with the industry 4.0 tide. A concrete but flexible enterprise CM is the foundational element for getting ready for the future. I will share our current status for those efforts and look forward to valuable feedback from the CM2 audience.


Mehmet is the PLM and Configuration Manager within FNSS Defense Systems. He has a mechanical engineering background and a master's degree. He has over 16 years of experience on PLM, CAD, database applications and CM. Mehmet is certified at the CM2-P level and is now focused on CM process improvements and PLM transition.


Christina Sigrist - Manager Product Configuration Management

Topic:  Importance of CM and Joint Development Manufacturing

We will lead an open discussion breakout session on how companies ensure Contract Manufacturers (CM) and Joint Development Manufacturers (JDM) implement  changes accurately with the correct Implementation Date.


Chrissy has over 40 years in CM in the consumer, automotive and defense industries. She currently manages the Product Configuration Management team at Bose Corporation. She previously worked for Motorola and Northrop Grumman ensuring the CM principles were followed. Chrissy has a BS in Business and obtained CM2-P certification in 2014.



Jane Cavicchi - Configuration Management Professional


Topic:  Importance of CM and Joint Development Manufacturing

We will lead an open discussion breakout session on how companies ensure Contract Manufacturers (CM) and Joint Development Manufacturers (JDM) implement  changes accurately with the correct Implementation Date.


Jane has over 35 years in CM in the consumer, automotive and defense industries. She currently is a member of the  Product Configuration Management team at Bose Corporation. She previously worked for Digital, Nortel and several small companies prior to joining Bose ensuring the CM principles were followed. Jane obtained CM2-P certification in 2014.


Anurag Jain - Global Practice Lead, New Product Innovation and Life Cycle Processes

Topic: Delivering Connected Products and Services is a Live Reality Show Played with Consumers

The race to get smart connected products is unprecedented. The ever emerging possibilities and newer technologies in the areas of Data, Analytics, Digital and IOT are making goal post evasive. End consumer is detached and experience savvy, demand the right pace of product refreshes. Amidst this rapid race to innovate and grow, there is a growing concern over summative assessment. Ability to take rapid decision has improved, but bringing changes to fundamental constructs of business remains very difficult. The use cases of connected product and eco-system are innumerable but is organization learning equally rapidly to continuously keep emerging as relevant. The aspects of Configuration Management and System Engineering are very fundamental and must be managed with this rapid race of Information based management. The risk of escalating costs, rising complexities, failing business case, Data security are to be addressed. Collaboration, mind set change setting a sustainable business model and processes is key to stay ahead. This presentation will lead into enquiries and art of possibilities around managing the complexity of business of product and service management with principles of Configuration Management, amidst Digital forces.


Anurag Jain leads Transformation Consulting Practices in the area of New Product Innovation, PLM and Master Data Management, for its global Discrete Manufacturing and the Process Industry clients. Anurag and his consulting fleet addresses Engineering Effectiveness, Product Strategies, Digital Thread, MDM, Product profitability and PLM solution. He has over 26 years of experience in the Industry and in Consulting arena, and has been with TCS since past 12 years. He possess rich Industry experience in achieving Business Transformation comprising Product Innovation, Product Design and Development, Plant Engineering, Service & Quality and Marketing. He has worked with Aerospace, Automotive, Farm Equipment, Capital Goods, Consumer Durables, Telecom, Chemicals, and Hi-Tech industries, in different capacity and currently plays advisory roles for major programs. Anurag is a Mechanical Engineering graduate, and has been working with the TCS clients in North America, Europe, UK and Japan.


Wouter Mollers - Configuration Manager


Scott Wertel - Configuration Manager

Topic: CM2’s Role in Innovation

Everyone knows that creative types don’t like to follow the rules.  So when it comes to product innovation, how do you enlist your creative types in your design and development process?  Does the flexibility of CM2 and its ability to “change often” allow creative types the flexibility to explore their ideas while still conforming to rule?

Join me in a discussion as we look at anecdotal innovation failures.  If CM2 were applied to these failures, would they have been market successes?  Are there enabling tools available to document the phase gates of the development process while still allowing the creative types to act freely?

Bring your favorite (and anonymous) failures and add to a lively conversation on CM2’s Role in Innovation.


Scott is a multifaceted, pragmatic engineering specialist contributing to advanced engineering performance through skillful alignment of resources. He is focused on elevating organizational productivity, efficiency, and infrastructure through development, implementation, and management of advanced systems, process improvement, product development, and leadership.


Catie Jelinski - Quality and Regulatory Systems Infrastructure Manager

Topic: Valley of Despair

Change is happening all the time. The theory on change is that we all work through a fairly typical pattern of denial, fear, despair, acceptance, and then engagement. It’s the visitation to the Valley of Despair that can cause the most consternation for employees and companies. How long someone stays in the Valley of Despair definitely impacts the intensity of their resistance to change and future engagement. Catie will take a light-hearted approach to the Valley of Despair and help change agents recognize the Valley and plan ahead for the challenges.


Catie is the Quality and Regulatory Systems Infrastructure Manager at Mölnlycke Health Care. CM2 became Catie's passion after being introduced to it in 2013.


Rachel Holyoak - 

Topic: Tailoring the CM2 Model

What do you do when the contract doesn’t align with the CM2 model?  This breakout session will explore the elements of the CM2 model that can be tailored to meet contract requirements without much risk.  It will also discuss those elements that are fundamental and should not be tailored, even if required by contract.  Discussions will center around adopting the CM2 model and balancing contract requirements.


Rachel has worked in Configuration Management for Orbital ATK for over a decade.  She has led the way in CM negotiations for various contracts from small aerospace programs to large manned space flight contracts, tailoring requirements to meet customer needs and still maintain industry best practices for change.  Rachel has a BS in Mechanical Engineering and an MBA.  Rachel was awarded the “Top 40 under 40” in the state for her efforts in CM implementation at Orbital ATK and holds CM2-P certification.


Gary D’Souza - Manager, Global Manufacturing Engineering Applications

Topic: CM2 Implementation Using Teamcenter Change Management – the users, the process and the tool

Showcase of Teamcenter Change Management as AGCO is rolling it out using CM2 principles for the change process as well as for the development and testing of the system itself. The presentation will cover AGCO’s journey so far to integrated process excellence with a focus on the manufacturing side of the business and the global Teamcenter project.


Gary D’Souza is responsible for the global manufacturing engineering applications at AGCO. Now in his 10th year at AGCO he has been the technical lead for Manufacturing PLM for 6 years overseeing the successful development, integration and launch of the system at multiple sites in support of AGCO’s worldwide corporate initiative Design Anywhere Build Anywhere. He is currently on foreign assignment to Brazil to coordinate the launch of Teamcenter at the factories in South America. Gary holds a Bachelor’s degree in Industrial Engineering from Wichita State University and is CM2-P certified.


Configuration Management Speaker

Martijn Dullaart - Configuration Management Expert/Architect

Topic: The True Impact of Industry 4.0

Do you wonder why Configuration Management never gets mentioned in conjunction with Industry 4.0 or (Industrial) Internet of Things? Would you like to know the impact of Industry 4.0 on CM? What are the risks and opportunities? What will it mean to your CM processes? What requirements should IT tool vendors be made aware of and subsequently support? What will be the impact to your organization and the people in it? How can you mitigate the risks and how can you prepare your organization  to be ready for change?

Cross industry leaders from ASML, AGCO, ENGIE, Gulfstream, IpX, and Orbital ATK have formed the Industry 4.0 committee of the IPE/CM2 Global Congress. Together they are working on answering the question: What is the true impact of Industry 4.0 on Configuration Management?

Join us at the Integrated Process Excellence Symposium in September to learn about the Industry 4.0 committee and to get the solution you need to prepare yourself and your organization for positive transformative change and be able to accommodate the 4th Industrial Revolution!


Martijn is a CM Architect at ASML. He has a passion for CM and he creates awareness with businesses about the need for CM and has designed and deployed business processes based on CM2 best practices and implemented PLM to support these processes. Next to his work at ASML, Martijn is co-chair of the IPE/CM2 Global Congress and chair of the Industry 4.0 committee of the IPE/CM2 Global Congress. Martijn is always looking for improvements and discovers trends and takes initiative in introducing new capabilities and innovations like Industry 4.0 in order to help organizations increase quality, reduce time to market and reduce cost. He has over 13 years of experience in both the CM and PLM domain. Martijn has a Master's in Industrial Engineering and Management Science and holds a CM2-P & CM2-S certification.



Open Discussion with the IPE/CMII Global Congress

For complete member details click here


Industry 4.0 Global Committee 

AGCO - Susanne Lauda

Airbus - Stephen Watts

ASML - Martijn Dullaart

ASML - Wouter Mollers

Gulfstream - Max Gravel

Orbital ATK - Paul Nelson

IpX - Joseph Anderson

IpX - Todd Egan


Joseph Anderson, Vice President of Services

Joseph is the executive Vice President of Services for the Institute for Process Excellence.


Symposium Partners:




Configit offers the most powerful product configuration technology in the industry. Leading manufacturers from around the globe rely on Configit's CPQ (configure-price-quote) and CLM (configuration lifecycle management) software to handle their most critical product lines. Our staff includes some of the leading experts in product configuration technology and we take pride in helping organizations meet their potential.


National American University is a regionally accredited, multi-campus institution of higher learning offering associate, bachelor’s, and master’s degree programs in technical and professional fields. In 1941, NAU opened its first campus in Rapid City, South Dakota, and has since grown to multiple locations throughout the central United States, near major cities like Minneapolis, Denver, Dallas, Austin, and Kansas City. Today, NAU offers traditional degree programs, online college degrees, and hybrid formats, which provide students the increased flexibility to take courses at times and places convenient to their busy lifestyles.

NSE Technology is one of the leading developers of engineering-based ICT solutions. NSE Technology has developed ‘SILKROAD’ to apply it for the development process of safety critical system. At present SILKROAD solution is being used in major companies in diverse fields such as nuclear, aerospace, defense, automotive, railway and medical device industries. SILKROAD solution includes SILKROAD ALM(Application Lifecycle Management), SILKROAD CMIS(Configuration Management Information System) and SILKROAD DMS(Document Management System). ISTM(In Service Test Management), REPS(Radiological Emergency Preparedness System) to apply them for nuclear power plant and other business fields.

NSE Technology was founded in 2010, the main business fields of NSE Technology is on the engineering-based ICT solution, industrial cyber security, safety evaluation for such systems as I&C system, design and manufacturing of I&C hardware and software.

NSE Technology aims to achieve continued growth through deeper professional knowledge and technological excellence.


Symposium Sponsors:

We ensure the highest levels of certainty and satisfaction through a deep-set commitment to our clients, comprehensive industry expertise and a global network of innovation and delivery centers. Our mission is to help customers achieve their business objectives by providing innovative, best-in-class consulting, IT solutions and services and to make it a joy for all stakeholders to work with us.

Symposium Exhibitors: