Compliance and Traceability in Product Development

Do you want to make sure that your designs are compliant and guarantee the traceability of technical information throughout the design cycle?
This seminar will help you master the essential principles and tools you need to achieve this.

A similar training for the building and infrastructure sector is also available.

Training objectives

Participants will be able to fully understand the principles and master the methods that enable them to:
- Ensure that the requirements and specifications governing a given design are clear, complete, valid, and well documented;
- Ensure that the products and services developed are designed in accordance with these requirements and specifications;
- Finally, be able to trace the activities performed and the information generated throughout the design cycle, including commissioning and upgrades.

The content covered applies to the development of standard product or service as well as custom design.

Target audience

- Directors and managers in engineering, R&D, or innovation;
- Engineers and technical staff working in design, R&D, or innovation.

Methodology

The training will consist mainly of dense, well-documented educational content (with relevant references), illustrated with concrete examples of how the methods and principles presented are applied.

Length

1 day, or 7.5 hours (spread over 1 day or more - flexible schedule).

Trainer

Ramez Zalat, Engineer, MBA – President, Manavue Inc. Has been advising companies for over 35 years on innovation and performance. Has also been teaching at Polytechnique Montréal for several years (lecturer in the bachelor's program and the HEC/Poly joint MBA program on innovation).

Topics covered

1.      Compliance and traceability: definition and areas of application

2.      Process for product design and development
a.      Activities performed and information generated
b.      Traceability of activities and information

3.      Specifying the needs and the requirements for compliance
a.      Objectives and justification for adequate specifications (or requirements) management
b.      Three (3) levels of specifications
c.      Relevant stakeholders
d.      Management of risks associated with specifications
e.      Methods and tools – e.g., functional analysis, QFD/Quality Function Deployment, prioritization matrix, etc.

4.      Implementing compliance with specifications
a.      Design in accordance with specifications
b.      Relevant stakeholders
c.      Methods and tools – e.g., QFD/Quality Function Deployment, prioritization matrix, etc.

5.      Verifying compliance with specifications
a.      When and how to verify compliance
b.      Three (3) levels of verification
c.      Relevant stakeholders
d.      Methods and tools – e.g., design reviews, tests and trials, etc.

6.      Change management
a.      Objectives and scope
b.      Impact analyses, propagation and traceability
c.      Best business practices

7.      Traceability and specifications/requirements management
a.      Requirements management: definition, functionalities and scope
b.      Traceability: objectives, benefits and scope
c.      Methods and tools - e.g., traceability matrix, baselining, technical document management, etc.

8.    Applicable norms and standards

9.  Available IT tools: simple office tools and specialized tools


Eligible under the mandatory continuing education regulations for Engineers (Règlement sur la formation continue obligatoire des ingénieurs).

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