engineering

1. REQUIREMENTS GUIDE
REF: GRP-001
ISSUE: 24
DATE: Jan2011
© This document is Copyright and the property of JC Bamford Excavators Ltd. It must not be copied in whole or in part, used for manufacture or otherwise disclosed without written consent of the company.
Page 9 of 135
For ALL projects
submissions
− A 1 page
Document
− Project
outline
− Foreseen
benefits to
JCB
− Expected
project scale
and
complexity
rating
− Anticipated
timing for
Job 1
− Signed by
the Business
Unit Product
Line MD
Timing, team,
project scale &
risk
Sales and
Marketing brief
Key product
attributes and
evaluation
strategy
Engineering
improvement
drivers and
compliance plan
Manufacturing
intent and
improvement
drivers
Purchasing drivers
Service
improvement
drivers
Affordability and
business case /
finance model
Industrial design
concepts
Patent threats
and design
opportunities
Timing, team,
project scale and
risk
Key product
attributes and
evaluation
strategy
Engineering
improvement
drivers and
compliance plan
Manufacturing
intent and
improvement
drivers
Purchasing drivers
Service
improvement
drivers
Engineering brief
Confirmation of
range of
attachments
Review of
industrial design
proposals
Affordability and
business case /
finance model
Patents,
trademarks and
design
opportunities
Support and
review from
Group Subject
Matter Experts in:
− Hydraulics
− Structures
− Electrical
− Electronic
− Cooling
− NVH
− Polymer
Based
Components
Timing, team,
project scale and
risk
Deliverables &
evaluation
strategy defined
Business
development
strategy
Engineering
delivery
Cost tracker and
adoption of
common group
parts
Tooling plan
Service
improvement
drivers confirmed
Approval of
industrial design
proposal
Purchasing drivers
and supplier
status
Affordability and
business case /
finance model
Intellectual
property (IP)
opportunities and
threats
Confirm or
Update Schedule
of Work Identified
At TR1
Review the
Outcomes of
Simulations,
Evaluations
Technical
Maturity and
Completeness of
Design
Specification
Key Machine
Characteristics
and Primary
Systems
Validation to
Enable
Engineering Sign
Off (ESO)
Timing, team,
project scale and
risk
Component
designs complete
& deliverables on
target
Part order status,
tooling and
availability plan
General assembly
(GA) release plan
Affordability and
business case /
finance model
Timing, team,
project scale and
risk
Validation
machine status
Production parts
status and
manufacturing
readiness
Affordability and
business case /
finance model
Timing, team,
project scale and
risk
Validation
complete
Engineering sign
off (ESO)
Sales and
Marketing Sign
Off
Attachments Sign
Off
Production parts
status and
manufacturing
readiness
Service review
Pre-production,
initial production
and shakedown
plans
Patents and
designs –
applications filed
Affordability and
business case /
finance model
Timing, team,
project scale and
risk
Pre-production
build review and
statement of
manufacturing
readiness (Sign
Off)
Service sign off
Review of
homologation
Affordability and
business case /
finance Sign Off
Review of the
Shakedown
− Hot Test
Leaks Per
Unit
− Hot test
defects per
unit
− PDI RFT
− Service a
− Test site
feedback
− Problem and
Countermea
sure status
CEO Approval
Business Review
Team
Business Review
Team
Technical Review
Team
Business Review
Team
Technical Review
Team
Functional
Review Team
Functional
Review Team
Business Review
Team
Business Review
Team
Functional
Review Team
NPIP V Chart
Project Proposal Project Start
Targets
Compatible
Technical Review
1
Programme
Approval
Technical Review
2
Design Complete
Validation
Machine Approval
Validation
Complete
Full Production
Approval
OK to Ship
J
J
J
J
O
O
O
O
B
B
B
B
1
11
1
Project
Letter
Gate 0
The Promise
Interim
Gate TR1 Gate 1
The Contract
TR2 Gate 2 Gate 3 Gate 4 Gate 5A Gate 5B