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The goal is to make informed decisions about how to progress the design/product development. In order to make these informed decisions we must analyze our current design status with reference to our intended functions/performance metrics and use structured decision making to select a path forward. After generating multiple design concepts, systematically evaluate alternatives and select the a solution that best meets project requirements.
Changing course late in product development can be very costly and time-consuming. Making the evidence supported decisions after detailed design begins ensures the team continues on a suitable path forward and progresses effectively. It also allows for clear documentation of why and how decisions were reached when, inevitably, they are reexamined later.
The Analyze and Select phase ensures:
The preliminary design phase ultimately answers whether the idea is viable, exposing potential problems as well as possible solutions to those problems. Before investing significant time in detailed design, engineers must verify that concepts are technically sound and practically achievable.
Can it actually work?
Can we make it?
Can we afford it?
Perform simplified engineering calculations to verify critical performance parameters. These are typically hand calculations using conservative assumptions.
Structural Analysis:
Design Concept: U-shaped shackle, 13mm diameter, hardened steel
Critical Loading: Bolt cutter attack (15,000 N applied at shackle center)
Simplified Calculation:Documentation: This preliminary calculation shows the initial 13mm concept won't meet strength requirements. Recommend moving forward with 16mm shackle for detailed analysis.
Use this checklist to ensure thorough preliminary evaluation:
Technical Assessment:Document your preliminary evaluation in a concise report:
Structure:The Pugh method is a qualitative technique used to rank multi-dimensional options of an option set, frequently used in engineering for making design decisions. The matrix uses a criteria-based approach to compare and evaluate multiple design options against a standard set of evaluation criteria to find the best possible solution.
The Pugh Matrix was developed by Stuart Pugh, a professor of engineering design at the University of Strathclyde in Scotland, who recognized the need for a more objective and transparent decision-making process in product design and development.
A basic decision matrix establishes a set of criteria and a group of potential candidate designs, with one design selected as a reference candidate. Other designs are then compared to this reference and ranked as better, worse, or same based on each criterion.
Core Concept:List key criteria from which to evaluate concept options, which may include critical-to-customer, critical-to-business, critical-to-quality, and critical design characteristics.
Sources for Criteria:Criterion & Source & Importance \\
Security Level & Customer requirement & Critical \\
Weight & PDS - portability & High \\
Manufacturing Cost & Business constraint & Critical \\
Ease of Use & Customer preference & High \\
Weather Resistance & PDS - environment & High \\
Aesthetic Appeal & Marketing input & Medium \\
Mounting System & Customer feedback & Medium \\
Tooling Investment & Business constraint & High \\
Clearly describe each alternative design concept being evaluated. Include sketches, key features, and distinguishing characteristics.
Bike Lock Concept Alternatives: DATUM (Baseline): Concept A - Traditional U-LockDraw a Pugh matrix with criteria listed vertically and design concepts listed horizontally, entering the current design as the baseline for comparative ranking.
Basic (Unweighted) Pugh Matrix:Criteria & Datum: Concept A & Concept B & Concept C & Concept D & Concept E \\
Security Level & S (baseline) & + & 0 & - & + \\
Weight & S & - & + & + & 0 \\
Manufacturing Cost & S & - & + & + & - \\
Ease of Use & S & 0 & - & + & + \\
Weather Resistance & S & + & 0 & - & + \\
Aesthetic Appeal & S & 0 & + & 0 & + \\
Mounting System & S & + & - & + & 0 \\
Tooling Investment & S & - & - & + & - \\
& & & & & \\
TOTAL + & - & 3 & 3 & 5 & 4 \\
TOTAL - & - & 4 & 3 & 2 & 2 \\
TOTAL S & - & 1 & 2 & 1 & 2 \\
OVERALL SCORE & 0 & -1 & 0 & +3 & +2 \\
Scoring Rationale: Concept B vs. Datum A:Initial Results: Concept D (Lightweight Cable-Reinforced) scores highest (+3), followed by Concept E (Smart Lock, +2).
Determine a weighting factor for each criterion, which may be determined using pairwise comparison or simply ranking on a scale of 1 to 5.
Weighting Scale: 1 (Low importance) to 5 (Critical)Criteria & Weight & Rationale \\
Security Level & 5 & Primary product function, critical customer requirement \\
Weight & 3 & Important for portability, but secondary to security \\
Manufacturing Cost & 5 & Must meet cost target or project fails \\
Ease of Use & 4 & Strong customer preference, affects adoption \\
Weather Resistance & 4 & PDS requirement, product must work in all conditions \\
Aesthetic Appeal & 2 & Nice to have, but not primary purchase driver \\
Mounting System & 3 & Convenience feature, moderate importance \\
Tooling Investment & 4 & Business constraint, affects ROI \\
Weighted Results:After the best design concept is identified, each criterion that performed worse than the datum should be examined, leading to design improvement on the selected concept.
Analysis of Concept D (Winner): Strengths:Improvement Opportunities: Create a Hybrid Concept D+ by addressing weaknesses:
The process can identify hybrid concepts that combine strengths from multiple alternatives.
Hybrid Concept: "D+"Criteria & Weight & Concept D & Hybrid D+ \\
Security Level & 5 & -5 & 0 (improved to baseline level) \\
Weight & 3 & +3 & +2 (slightly heavier with upgrades) \\
Manufacturing Cost & 5 & +5 & +3 (materials cost increase) \\
Ease of Use & 4 & +4 & +4 (unchanged) \\
Weather Resistance & 4 & -4 & +2 (significant improvement) \\
Aesthetic Appeal & 2 & 0 & +1 (better finish on upgraded cable) \\
Mounting System & 3 & +3 & +3 (unchanged) \\
Tooling Investment & 4 & +4 & +4 (unchanged) \\
WEIGHTED TOTAL & & +10 & +19 \\
Hybrid D+ significantly outperforms original Concept D!Based on weighted Pugh analysis:
SELECTED DESIGN: Hybrid Concept D+After completing preliminary evaluation and concept selection, you must present your findings and recommendation to stakeholders (client, management, project sponsors). The presentation serves to:
At the beginning of the presentation, re-state the business goals, which serves as your anchor for all subsequent discussions.
Bike Lock Example Opening:"Before presenting our design recommendation, let's review our project objectives:
Primary Goals:These objectives guided our concept evaluation process."
Briefly explain the methodology used to arrive at the recommendation. This demonstrates rigor and builds confidence.
Example: "Our design team followed a structured three-step process:This structured approach ensures our recommendation is objective and data-driven."
Bringing alternatives—especially those that aren't the right solution—complicates the conversation but forces well-articulated explanation for choices, and if you can't convince stakeholders that your solution is better, either you aren't communicating well or you don't understand their needs.
Show, don't just tell:"We evaluated five concepts:
Concept A - Traditional U-Lock (Baseline) [Show image]
Concept B - Heavy-Duty U-Lock [Show image]
Concept C - Folding Link Lock [Show image]
Concept D - Lightweight Cable-Reinforced [Show image]
Concept E - Smart Lock [Show image]
Walk through your Pugh Matrix or other selection tool.
Presentation Tips:Example: "We used a weighted Pugh Matrix to objectively compare concepts.
[Show matrix on slide]
Eight criteria were weighted based on their importance:
Initial scoring showed Concept D with highest score (+10), but identified two concerns: security and weather resistance.
Rather than accept these weaknesses, we developed a hybrid solution..."
Clearly present the selected design with supporting rationale.
Structure:"Recommended Design: Hybrid Concept D+ - Lightweight Reinforced U-Lock
[Show detailed rendering]
Key Features:Requirement & Target & Concept D+ & Status \\
Security & 3,000 lbs & 3,200 lbs (calc) & ✓ Exceeds \\
Weight & <3 lbs & 2.5 lbs & ✓ Meets \\
Cost & \( 8.50 & \)8.90 & \~ Acceptable* \\
Weather & 5 years outdoor & Stainless core + sealing & ✓ Meets \\
Cycles & 15,000 & 18,000 (est) & ✓ Exceeds \\
*\( 0.40 over target manageable with modest retail price adjustment to \)30.99
Technical Validation: [Show key calculation slide]
Outline what happens after approval.
Example: "Upon approval, we recommend:
Phase 1 (Weeks 1-4): Functional PrototypingTarget Tooling Release: Week 16 Target Production Start: Week 20"
Engineering analysis validates that the design meets functional requirements before manufacturing. Analysis identifies potential failures, optimizes designs, and provides confidence that the product will perform as intended. Two primary analysis approaches are used:
Purpose:
Finite Element Analysis (FEA):
Objective: Verify lock body can withstand 20,000 N pulling force on shackle
Model Setup: