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Creating a STEP Specific solution design to meet customer requirements



 Stibo Systems Academy courses
o STEP_101 - STEP Solution Fundamentals or the knowledge taught in this course
acquired in other ways.

 At least one year of consultancy experience and/or system implementation.

1 - Identify the right Business requirements on data, actors, and current
customer’s processes in order to determine STEP opportunities to improve operational
Learning Objectives:
 Collect and document details on the customer's current PLM (Product Lifecycle Management),
especially related to type and volume of data, current business processes while focusing on
identifying how STEP can improve current processes.
 Formulate questions and document customer's business processes related to asset control, data
validation, review, control, approval, role based work and systems integration as key aspects of
determining how STEP can be used as an MDM solution.
 Determine the necessary requirements to create products in the workbench via manual imports
and automated via IIEP.
 Illustrate how different types of data domains can be converted into STEP Object Types.
 Articulate how the Seven Building Blocks of MDM relate to a successful STEP implementation.
 Convert a customer's business process into a STEP Workflow.
 Exemplify best practices for Users and Permissions in STEP.
 Identify the necessary requirements to create products in the workbench manually and via IIEP.
2 - Map Business requirements to STEP features and functionalities for
capturing, managing, and distributing data
Learning Objectives:
 Exemplify how business processes can be optimized during product enrichment.
 Differentiate between creating or updating data using a workflow in the Web UI to its configuration
in the workbench.
 Comprehend how relationships are created in the workbench and how they bring value to a
 Illustrate how STEP can be used to optimize business processes.
 Outline the business requirements which are solved by the use of a system's integration tool.
 Comprehend the differences between the following STEP components to capture customer data:
Import Manager, Inbound Integration Endpoints, SmartSheets, Web UI.
 Differentiate between mass product enrichment and grouping products from different families.
 Distinguish between the Export Manager, as a manual tool to distribute data to other systems, and
the Outbound Integration Endpoints, as an automated alternative.
 Determine business processes that can be improved by using STEP data quality components.
 Recognize the role of User Groups and Permissions in a STEP Workflow.
 Recognize the differences between the Web UI and Workbench.
3 - Connect the customer's Business needs to STEP's varied Data
Quality components
Learning Objectives:
 Identify how product information is created in STEP and how it relates to Data Quality.
 Give examples / scenarios where Matching & Linking bring value to a business as a data quality
 Summarize how business processes can be improved using STEP data quality tools such as
unique keys, data profiling, and completeness score.
 Identify how product information is created in STEP and how Validation Base Type and Validity
play a key role in Data Quality.

4 - Produce a solution design document to be turned over to an
Application Consultant
Learning Objectives:
 Translate a customer's business requirement into a STEP solution design.
5 - Organize a high level system migration strategic plan to be used
during the STEP implementation
Learning Objectives:
 Identify success criteria for a migration project and how to avoid common pitfalls during data
migration process.
 Identify what STEP can do to support data migration.
 Summarize how STEP can support an appropriate cut over migration plan. 
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