Success Path
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Document Measurement Strategy

Determine Goals and Metrics

Your goals and metrics will vary, depending on your organization's use case. Start by using the business challenges previously documented and the desired outcome that CSL was selected to solve. These considerations should have been made while aligning on a use case.

Next, specify your goal for addressing the business challenges: how will CSL alleviate the problem? Your goals should be measurable.

Common goals include:

  • Improve product quality by allowing engineers to catch problems sooner
  • Increase product reliability by allowing engineers immediate insight into the impact of design decision and optimize their designs
  • Reduce design time by providing precise and easy-to-understand analysis in realtime directly to your engineers
  • Decrease product cost by optimizing design, less rework, and faster time to market
  • Decrease product rework costs with a more efficient analysis that reduces errors
  • Decrease quantity of prototypes created to accelerate your time to market

Don't forget to also document "soft" metrics, such as customer satisfaction and employee confidence.

After identifying your goals, determine which metrics or key performance indicators (KPIs) measure success.

Establish Baseline Metrics

Before you deploy CSL, you must document your organization's "as-is" state. If you fail to establish baseline metrics, it will not be easy to measure whether CSL had a meaningful effect on your organization.

For example, if you're trying to reduce design time on a specific product, quantify how long it takes to design using your current method. In this example, consider the time it takes to design and optimize the product and the time required by the analysts. Then, once CSL has been deployed, track specific parts/assemblies that have been designated as "must use CSL" through their lifecycle to create the "to be" measurement. Once you have both numbers, you can compare them to calculate change.

Establishing your baseline metrics allows for clear articulation of how CSL met the business goals defined at the project start.

Document your Measurement Plan

After you identify your goals and metrics, it's essential to document a detailed measurement plan.

The measurement plan should outline:

  • Short-term and long-term goals
  • Key metrics
  • How you will measure key metrics
  • The timeline for your measurement plan
  • Who will gather and record the metrics
  • Dates to share progress and outcomes with stakeholders

Example: Your company may be focused on increasing analysis throughput by decreasing the number of times engineering sends parts/assemblies to the Analysis team for full analysis. First, review past designs and the frequency/quantity of times analysis was requested. Also, look at the number of times the same Part or Assembly was re-sent for analysis. This will establish your baseline. Next, define what your future state should look like. One example could be to decrease the number of requests for analysis from Engineering by 25% within 3 months of making CSL available to design teams. Now, once you have deployed CSL, you can observe new designs and review the frequency of analysis requests.

Share the measurement plan with stakeholders early, and refer back to it throughout the project to ensure you're on track.

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