Synergis University 2014-Top Reasons to Step Up from Basic Vault
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Synergis University 2014-Top Reasons to Step Up from Basic Vault
- 1. Top Reasons to Step Up from Basic Vault
- 2. Synergis Software Adept • Synergis has been developing, implementing and supporting engineering data management solutions for more than two decades • More than 40,000 worldwide users across many industries benefit from Adept, our flagship product
- 3. .
- 4. Autodesk Vault • Developed by the worldwide leader in CAD software • Three-tier solution to meet the needs of a variety of clients across many industries
- 6. Your Data Management Experts • A proven, local partner with a long history • Unmatched depth, expertise & experience • Consultative approach • Implementation services – Assessment and systems design – Implementation and configuration – Legacy data import – Workflow consulting and optimization – Custom data migration and custom add-ins – Training and technical support
- 7. Top Reasons to Step Up from Vault Basic
- 8. Automate your revision control • Data management ensures users always find the latest version of a file • Automatically saves previous versions and related metadata • Make certain files with parent/child relationships always maintain links to the correct versions • Can track major and minor versions • Automatically increments your revision in your drawing title block • Helps control hardcopy revisions by printing watermarks to indicate the file’s status Reason 1
- 9. Easily and accurately audit documents and projects throughout their lifecycle • Adept maintains a complete record of every action that takes place to a file throughout its lifecycle • Protect your organization in legal situations with a proven record of the actions executed on a given document • Streamline compliance with industry standards & regulations • Export the audit trail for reporting purposes Reason 2
- 10. Automate your engineering change process • Create unique participant routing lists that automate & streamline processes • Accelerate approvals and reduce change cycle times • Automate notifications via email in-client notifications • Identify bottlenecks & improve efficiency • Can require consensus from multiple approvers before a document moves to the next step • View status of an engineering change, including steps remaining and completed Reason 3
- 11. Easily share and collaborate with other departments, sites and contractors • Centralized access and control for all your business and design documents • Document vaults and file stores can be replicated to give users everywhere fast, local access to documents • All enterprise users working from ”one version of the truth” • Eliminates costly errors due to manual document filing and sharing processes • Eliminates the need for emailing documents to share and collaborate Reason 4
- 12. Automate transmittal creation and tracking • Adept makes creating transmittal packages fast & easy • Ensure transmittals are tracked & easily accessible in future • Distribute to one or more contacts from built-in address book • Maintains relationship between coversheet & files being sent • Edit transmittals and route them through workflows • Automatically convert files to PDF and/or Zip them up • Send transmittals via email or publish to an ftp or intranet site Reason 5
- 13. Provide view, markup & compare capabilities for 2D/3D CAD files to all users • Extend engineering design documents to all enterprise users • Eliminate the need for an expensive CAD seat and multiple viewers • View hundreds of formats: 2D/3D CAD, PCB, Office, raster, graphics • Streamline design reviews with 2D/3D compare & multi-user markup • Native file viewing ensures quality and eliminates file conversions • Section models with user defined section planes Reason 6
- 14. Integrated data management for AutoCAD, Inventor and SolidWorks • Tight integration inside CAD, allowing users to work within the CAD application: – AutoCAD – Inventor – Civil 3D – Revit – SolidWorks and more… • Fix & float option to ensure parents use correct version of child Reason 7
- 15. Automate flexible naming using the integrated auto-number capability • Create diverse naming schemes for all departments using combinations of these segments: – Auto generated number sequence – Fixed width text placeholders for user entered text – Pre-defined data from drop-down lists – User entered free text – Delimiters • The result is easy to use, error-free naming standards Reason 8
- 16. Provide on-demand or automated, high fidelity, batch printing & publishing • Publish native CAD and Office files to PDF, DWF and TIF formats • Print or publish a selection of files on-demand • Automate publishing upon check-in or final approval • Publish to an Adept Library, a network folder or ftp site • Pre-configure AutoCAD output to ensure consistent quality • Supports AutoCAD, Inventor, SolidWorks, Word and Excel • Uses native applications to generate output, ensuring high fidelity Reason 9
- 17. Maintain a complete and accurate BOMs to track and share engineering BOM data • Create instant BOMs directly from Inventor model data • Create BOM Items for non-modeled elements (no CAD data) • Automate Item numbering to match existing ERP numbering • Easily edit BOM quantities to reflect accurate element count • Compare BOM lists from one revision to another to see changes • Export complete BOM data to import into ERP Systems Reason 10
- 18. • Upfront assessment – Goals – Requirements – Processes – Legacy data – Scope creation (SOW) • Migration • Configuration • Training How Do We Get There?
Editor's Notes
- Hello everyone, and welcome to “Top Reasons to Step Up from Vault Basic”! My name is Chris Fabri and with me today is Jim Kahle, and together we’ll be your hosts and presenters for today’s session. Our goal today is to share with you some of the top reasons clients make the transition from using Vault Basic, the solution included with many of your Autodesk CAD products, to one of the more robust or advanced solutions offered by Synergis. Before we begin, I want to provide you with a brief overview of Synergis capabilities, expertise and experience in data management solutions.
- Synergis Software has been developing, implementing and supporting enterprise document management and workflow solutions for more than two decades, with particular emphasis on addressing the array of challenges facing engineering organizations of all sizes, in many industries, across the globe. Today, more than 40,000 users benefit from our flagship product, Adept. Our software is made in America, in our Pennsylvania facilities, and our clients are located all over the world.
- Many of the world’s best companies use Adept, and here are just a few examples.
- Autodesk Vault of course is developed by Autodesk, the worldwide leaders in CAD. Vault comes in 3 flavors, so depending on what your goals and requirements are, there is likely a solution for you. And like Adept, Vault is an excellent fit for a variety of industries.
- Here are just a few of the clients Synergis has implemented Autodesk Vault for here in our local region.
- Most important, we want you to be aware of why Synergis is the right partner for engineering data management We’ve been doing this a very long time. We have a team of experts with highly relevant experience that extends far beyond any other organization in the region – a software development team of 35 people, 25 solution engineers and project managers with experience in a wide range of CAD products, and 10 of which are experts in the field of enterprise engineering data management. We take a consultative approach with our clients – understanding your goals, requirements, legacy data, processes and systems before recommending a solution or beginning your implementation. We offer a complete range of services to help you move from where your are today to a solution that helps you become vastly more organized, efficient, collaborative, and profitable.
- With that brief background, let’s begin. Our format will be to discuss a top reason clients make the move to either Vault Workgroup, Vault Professional or Adept. Then we’ll do our best to demonstrate that to you in one of the solutions offered by Synergis. Then we’ll go on to another top reason. Jim and I will go back and forth. He’ll be showing you some of the solutions in Vault, and I’ll be showing others from within Adept. Our focus is not on one product or the other – but on showing you powerful capabilities available in these other solutions. In order to determine which solution is best for you, we would need to spend some time with you understanding your goals, requirements, systems and the processes you wish to automate. All of you should have a score card that lists each of the top reasons to step up that we’ll be talking about today. At the end of each topic covered, we’ll ask you to rate the importance of that reason to your organization, on a scale of 1 to 5, with 1 being not at all important, and 5 being extremely important. At the end of the session, we’ll ask you to fold your card, place it into a fish bowl, and we’ll have a drawing where we’ll give away a $100 Amazon.com gift card (?)
- Jim – Data Management serves as your central point for document access and automatically ensures all users always find the latest version of a document. Previous revisions can be automatically saved. When files are “checked out”, a copy of the file is placed in the user’s work area, and the master file is locked safely on the server. Other users may view the original document, or copy it for re-use on another project, but only one user can edit a document at a time. This ensures users are not overwriting each other’s work. When a file is checked in after editing, it becomes the latest version others will see, and the original is saved as a revision. Data Management can track both major and minor revisions, and can also automatically increment your own custom revision field that may be contained on your drawing title block. Last, Data Management helps to control your hardcopy output as well, placing watermarks on the output that indicate file status, such as “released – valid for 24 hours” or “under revision – not for production”
- FAB - Adept’s electronic Audit Trail provides your company a simple method to understand the complete history of each document. Authorized users can see the ongoing activity history of a file, including what action was taken, by whom, and the date and time the action occurred. Leveraging Adept’s electronic information tracking capabilities dramatically reduces the time and effort it takes to comply with industry standards and regulations and gain industry certifications, such as ISO 9000/9001, QS-9000, AS9100, FDA 21-CFR11, Sarbanes-Oxley, and others.
- FAB - Adept’s integrated workflow capabilities help organizations improve productivity and accuracy across the enterprise. With Adept, its simple to create, manage and re-use workflows, and they’re easy to change as your business needs change. Some documents may have no workflow associated with them at all, and others may have a very simple or more complex workflow. It’s all up to you. You have complete control and peace of mind that your documents are flowing through your organization the way you want them to. And with Adept, you can see the status of an engineering change, or any other document, as it goes through its pre-defined workflow process. Multiple notification methods help to ensure work and approvals get done in a timely way, and alerts can be set to notify individuals of bottlenecks.
- JIM - Data Management is designed to serve as your central point for document access and control, managing documents stored on servers across your enterprise. Document vaults and filestores can easily be replicated to other sites, so file access for users everywhere is local – which means fast! Connected users anywhere can locate the correct version of a file quickly using powerful searching capabilities. All users are working from a central repository – one version of the truth – so everyone is connected and teams can collaborate effectively.
- FAB - Adept’s Transmittal Automation feature makes the process of creating, editing, sending, and tracking transmittals easy and fast, and reduces the chance of errors compared to paper-based transmittal processes. And because transmittals are created from within Adept, your single point of document access control, you can rest assured that you have the correct document versions and any referenced files that may be required.
- FAB - Each license of Adept includes and is tightly integrated with Oracle’s AutoVue visualization software, the premier solution for enterprise-wide viewing, markup and compare. Adept provides native support for hundreds of formats including 3D CAD parts & assemblies, 2D CAD drawings, electronic and PC board layouts & schematics, scanned & raster documents, office documents and graphics files. With Adept, stakeholders across the extended enterprise can access critical data and provide feedback at all stages of the design process and project lifecycle, reducing communication barriers and project costs while accelerating project completion times. Adept delivers native document viewing, allowing users to view and interrogate original documents. Adept’s multi-user markup capabilities allow team members to collaborate on designs and project information. Team members can communicate feedback, change requests, comments, and instructions in an effective and timely manner, through markups and real time collaboration. And Adept allows users to compare different versions of 2D drawings or 3D models to see what has changed.
- JIM - Attributes from AutoCAD-based drawings and Properties from Inventor and SolidWorks files are automatically extracted, eliminating manual data entry and ensuring this information can be leveraged when searching for files. Because this link is bi-directional, authorized users can update one or many attributes from the Client interface, in single or batch mode, without opening the files themselves. Data Management can track AutoCAD XREF, image and overlay file relationships throughout their lifecycle. It manages the complex file relationships that exist between Inventor or SolidWorks parts, assemblies, drawings and configurations as well. As files are checked out, revised, routed through workflows, copied, moved, or renamed - all relationships remain intact. These file relationships are displayed in an easy to understand tree structure so you can see “where-used” and “composed of” information. The integration inside AutoCAD, Inventor and SolidWorks is easy to use so designers have fast access to the information they need, and good document management tools at their fingertips.
- JIM - The Automatic File Naming functionality provides powerful and flexible configuration options to make it easy for administrators to create diverse naming schemes for all departments. Administrators have the ability to provide numbering templates using a variety of format segments, including an auto-generated number sequence, fixed width text placeholders for user entered text, pre-defined data from drop down lists, delimiters, restricted field data, and user entered free text. All of these Automatic File Naming format segments can be combined in any sequence to create easy-to-use, error-free naming standards.
- FAB - Adept PublishWave, an add-on module, enables single or batch mode printing to hardcopy and publishing to PDF, DWF or TIF formats directly from the Adept application. You get high fidelity, native application output quality – without having to open the file in its native application. PublishWave enables Adept users to print or publish large jobs efficiently without monopolizing a workstation, and without the need for an expensive license of a CAD application on each user’s desktop. It allows you to publish and print AutoCAD, Inventor, and SolidWorks drawings as well as Word and Excel files. AutoCAD output can be preconfigured to ensure consistent quality and that corporate standards are used Files can be published to Adept, or to a network folder or ftp location. And of course Adept takes care of ensuring the correct document versions are being printed and published, and places watermarks on your output to indicate file status.
- JIM - The application of Bill of Material management in product development and manufacturing is extremely important. BOM is a cornerstone of almost all processes and activities – from early requirement and design, to manufacturing, services and support. Therefore, efficient BOM management is an absolutely important element of product development processes. Leveraging the parent/child relationship information, we can quickly create an accurate BOM from CAD models. The BOM enables the final transition from product concept to a concrete, touchable object. The more accurate and complete the contents of the bill of materials are, the better decisions can be made about how to get the product efficiently and cost-effectively into the customer’s hand. Utilizing property mapping, this makes for consistent numbering of the BOM data in preparation for export to the Enterprise Resource Planner application. When companies utilize an MRP or ERP system, BOM management information is commonly transferred with manual methods. These processes require valuable employee time and greatly increase the opportunity for human error, indirectly resulting in product items that are out of specification. Exporting this accurate BOM data to a standard file format, increases accuracy when bring this information to the ERP system.
- The amount of time it will take hinges on many factors. The Upfront assessment is designed to uncover this information. Small or large implementation use the same process but to a lesser or greater degree. This entire process is typically 1 to 3 weeks depending on the scope. So…which product is best for you?