IPX CM2 Courses & Certifications

What is the CM2 Framework?

Predictable Revenue, Margin Protection.

CM2 is a holistic business philosophy and comprehensive operating model designed to achieve Integrated Process Excellence by eliminating the organizational chaos caused by poor information integrity. Far exceeding the technical boundaries of traditional configuration management,CM2 spans every phase of the lifecycle, from concept and requirements through design, production, service, and end of life, ensuring that information remains accurate, connected, and actionable at all times. By treating the entire enterprise, including its people, processes, systems, and data, as an integrated “system of systems” that must be managed with the same rigor as financial or physical assets, CM2 creates the conditions for predictable revenue, margin protection, and confident decision making across the value chain through data integrity.

The ethos of continual process improvement is central to CM2, achieved through a perpetual cycle of evaluation, optimization, and adaptation. The framework's design ensures agile responsiveness to shifting needs and emerging technologies. It guarantees that an organization’s ecosystem is consistently honed for optimal efficacy, unwavering dependability, and expansive growth potential. With a commitment to meticulously purposeful data and information management, CM2 inherently maintains a transparent audit trail. Its innate adaptability champions strategic advancements, cultivating an infrastructure that not only responds to change but anticipates and shapes it, ensuring perpetual progression and excellence.

Why is it so effective?

When we think about how an organization uses its data, we usually see that data as just a tool to get things done. With CM2 we at IpX challenge that concept. A corporation's data is so much more than a simple tool. It's the organization's digital DNA (“dDNA”). We know how to sequence your ecosystem's digital DNA using our CM2 framework so that the product definition and supporting data digital threads mesh seamlessly into a cohesive fabric.

 

The Power of CM2 Certification

The best way to learn about it is to become CM2 certified. CM2 certifications are globally-recognized credentials for configuration and change management, awarded by the Institute of Process Excellence. They equip professionals with the knowledge to apply the CM2 framework to any of the contexts to which it applies.

Units 01-06 form the CM2 Core Certification. You can find details below of the first six CM2 modules and course availability. If you would prefer to sign up for all six units as one package, the CM2 Core Ceritification can be found below.

cm2 01 online june 22nd 23rd 2026 (copy)

CM2-01

Foundations of Operational Excellence

Course Duration:
16 Hours
Prerequisites:
None

The Big Picture:

Why use CM2 and the common organizational misalignment that results in inefficiency & ineffectiveness. Students will be able to understand these key concepts and more:

  • Connected flow of data, optimizing visibility and traceability throughout the lifecycle
  • Reducing rework, intervention and the culture of fire fighting
  • The power of digital linkages and hierarchical structure for product and business management
  • Aligning siloed functional objectives and redundancies through harmonization and integrated processes
  • Proper flow down of requirements to the appropriate level of the product hierarchy and associating them across the organization
  • Requirements must lead the design and be verified according to the v-model for development
  • Differentiating between the historical siloed CM vs an enterprise approach
cm2 01 online june 22nd 23rd 2026 (copy)

CM2-02

Requirements and the CM2 Baseline

Course Duration:
16 Hours
Prerequisites:
CM2-01

Essential considerations for data management & proper PLM visibility and traceability through dataset standardization. Students will be able to understand these key concepts and more:

  • Optimized part naming & numbering standards
  • 4-Tier, 8-Step product development process
  • The design basis and the use of dynamic digital linkages within a product hierarchy
  • Reduce part proliferation, increase searchability and part reuse through standardized attributes and metadata
  • Managing product configurations through options & variants
  • Robust planning & execution of change throughout the enterprise
  • Robust business decisions: Total cost, change ROI, opportunity Cost
  • Standardization and business best practices
cm2 01 online june 22nd 23rd 2026 (copy)

CM2-03

Fundamentals of Change Management

Course Duration:
16 Hours
Prerequisites:
CM2-02

 

Critical Considerations for efficient and effective Change Management & for robust PLM utilization. Students will be able to understand these key concepts and more:

  • Robustly managing change to a product and ensuring requirement verification is as equally important as product design and verification
  • Form, fit or function can be challenging for organizations to manage, instead utilize the rule of interchangeability
  • PLM Change Objects: IR, CR, CN and Deviations
  • Risk based, fit for purpose decision making
  • Proper use of revisions and understanding deliverable level visibility of changes to your product hierarchy
  • Lot traceability & serialization
  • Understanding the difference and realizing the benefits of effectivities, release and effective dates
cm2 01 online june 22nd 23rd 2026 (copy)

CM2-04

The CM2 Change Process

Course Duration:
16 Hours
Prerequisites:
CM2-03

 

Change Management Business Process: The What, the How and the Who. Its more than just a tool workflow. Students will be able to understand these key concepts and more:

  • The Change Leader roles & responsibilities
  • Robust change assessment & impact analysis within the Enterprise Change Assessment
  • The Change Request Board membership, business decisions and change track criteria
  • The Change Implementation Board: The functional leaders who oversee and authorize resources for implementation
  • Creating clear and concise change documentation for a traceable quality record, i.e. planned vs actual change
  • Understanding the benefits of a proper change sequence and the repercussions of out of sequence changes
  • Aligning prioritization and intentional use of resources towards business goals and objectives
  • Understanding industry best practices and lessons learned
  • Self assessment
cm2 01 online june 22nd 23rd 2026 (copy)

CM2-05

The Complexities of Lifecycle Sustainment

Course Duration:
16 Hours
Prerequisites:
CM2-04

The importance of aftermarket and serviceability considerations often and early in the lifecycle. Students will be able to understand these key concepts and more:

  • Extending the digital thread: Digital fielded asset identification & As-Serviced documentation
  • The importance of including serviceability considerations during the design phase
  • Service Logistics: Design for producibility, maintainability and readiness for replaceable parts
  • Extending useful product life: Requirements, verification, certification.
  • Estimating the total cost of changes for production, serviceability, maintenance and decommissioning
  • Impact of changes to all facilities and towards current environmental requirements
cm2 01 online june 22nd 23rd 2026 (copy)

CM2-06

Enterprise CM2 Implementation

Course Duration:
16 Hours
Prerequisites:
CM2-05

Preparation for organizational change. Planning the next steps including organizational alignment and adoption. Students will be able to understand these key concepts and more:

  • Gaining leadership sponsorship and alignment
  • A phased approach to organizational change: Scoping, Action Plan, Roadmap
  • Assessing your organization's current state and conducting a gap analysis to a desired state
  • How to develop a detailed To-Be state implementation plan with Organizational Change Management
  • Assessing an organizations existing tool compatibility with identified future state business requirements
  • Defining clear roles & responsibilities for implementation and process ownership/governance
  • Establish performance metrics for success monitoring and data driven continual improvement