10 Data Management

Challenges You Can

Solve in 3 Weeks

Synergis Software

• Synergis Software 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 our

flagship product, Adept

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

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

10 Data Management

Challenges You Can

Solve in 3 Weeks

We lack document security

• We have no secure vault to protect files from unauthorized access

• An employee can walk out the door with our proprietary designs

• Windows Explorer doesn't offer the access control we need

• Project or CAD managers can’t dynamically change users, groups

and their access rights

Chal lenge 1

Secure your documents and easily

control access

• Secure files across your global network

• One database can manage multiple, remote Vaults, anywhere in

the world

• Supports Vault replication if required

• Offers granular control over user and group access rights

Solut ion 1

We have no audit trail for our documents

throughout their lifecycle

• There’s no historical record of who did what, when

• The company is operationally challenged & legally exposed without

a proven record of actions taken on a given file

• It’s hard to analyze workflow and file activities, identify inefficiencies

and bottlenecks, and improve our processes

• It’s difficult to comply with industry standards & regulations

Chal lenge 2

Easily and accurately audit documents and

projects throughout their lifecycle

• Maintain a record of every action performed on a file throughout

its lifecycle

• Protect your organization in legal situations with a proven

record of all actions for any given document

• Streamline compliance with industry standards & regulations

• Export the audit trail for reporting purposes

Solut ion 2

We can’t find our files!

• There’s no central repository for company documents

• Different departments have different file and folder naming methods

• Without a file name and folder structure, it’s hard to find a file

• When a file can’t easily be located, other people are impacted

• When a file is located, there’s no way to know if it’s the right version

Chal lenge 3Chal lenge 3

Find the right files quickly

• Full text search lets you search the content of documents

• Track attribute/property data from AutoCAD, Inventor, or properties

of MS Office and other non-CAD documents

• Browse for files using a tree structure view based on any

combination of data fields that you track

• Save commonly used search criteria for future use

Solut ion 3Solut ion 3

We can’t effectively control revisions

• Manual revision control methods are prone to error

• It’s costly to send an incorrect version is sent to a client, contractor

or the manufacturing floor

• When xrefs or 3D parts are used in multiple designs, it’s jard to

keep track of versions

• It’s important to track both incremental and major versions

Chal lenge 4

Automate your revision control

• Always find the latest version of a file

• Automatically save previous versions and related metadata

• Make certain files with parent/child relationships maintain links to

the correct versions

• Track major and minor versions

• Automatically increment a custom revision field in your title block

Solut ion 4

Our engineering change process is costly

and prone to error

• Inefficiencies are expensive

• It’s impossible to streamline and enforce a process

• There’s no visibility to the status of an ECR/ ECN/ ECO

• There’s no automated way to notify the next person in a workflow or

alert other departments upon final approval

Chal lenge 5

Automate your engineering change process

• Create unique workflows that automate & streamline processes

• Accelerate approvals and reduce change cycle times

• Automate notifications via email and Adept Inbox

• Set time-based alerts to identify bottlenecks & improve efficiency

• Require multiple approvers before a document moves to the next step

• View status of an engineering change, including steps remaining and

completed

Solut ion 5

Transmittals are time consuming and hard

to manage

• Creating the transmittal document is tedious

• Gathering document versions for a transmittal takes too much time

• Transmittals are delivered with missing xrefs, images, or

Inventor/SolidWorks part files

• Transmittals aren’t tracked or managed, so they are hard to access

• There is no relationship between the transmittal form and the

document versions in the transmittal

Chal lenge 6

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

Solut ion 6

It’s hard to share and collaborate with

other departments, sites and contractors

• Windows Explorer for file sharing and collaboration across multiple

sites is a nightmare

• Without a ‘single version of the truth’ organized and accurate file

sharing & collaboration is impossible

• Collaboration across sites with large CAD files or assemblies is

painfully slow if the files aren’t replicated local to each site

• Using email for file sharing and collaboration proliferates uncontrolled

revisions and results in chaos

Chal lenge 7

Easily share and collaborate with remote sites,

departments, and contractors

• Centralized document access and control

• Documents can be replicated

• All enterprise users work 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

Solut ion 7

We need multi-CAD data management for

AutoCAD, Inventor and SolidWorks

• Our AutoCAD, Inventor and/or SolidWorks users need data

management inside the CAD tool

• When files are edited, copied, moved, renamed, or distributed, critical

file relationships get broken

• There’s no easy way to reuse existing designs that have relationships

• Changes to one file may have negative impacts on other designs

• There’s no way to see “where used” or “composed of” information

Chal lenge 8

Integrated data management for

AutoCAD and Inventor applications

• Tight integration inside CAD applications is essential, allowing CAD users to work within the CAD tool.

• Bi-directional CAD attribute property mapping

• Data Management understands file relationships and displays them in an easy to read tree structure

• As files are checked out, revised, routed, copied, moved, or renamed, DM ensures all relationships remain intact

• Fix & float option to ensure parents use correct version of child

• Automated BOM creation

Solut ion 8

We need to better manage our BOMs and

share that information with enterprise

business systems

• Incorrect or incomplete BOM information can slow or stop

production

• Material procurement cannot anticipate raw materials or purchased

parts requirements to keep the pipeline full for production

• Efficient manufacturing steps are difficult to determine

• Manual BOM data re-entry to ERP systems cause errors

Chal lenge 9

Maintain a full and accurate BOMs for tracking

and sharing accurate 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 quantity counts

• Compare BOM lists from one revision to another

• Export complete BOM data for importation to ERP Systems

Solut ion 9

Non-CAD users can’t view, print, markup &

compare CAD files

• Design collaboration and design reviews are inefficient

• Free or inexpensive viewers lack quality and capabilities

• Multiple viewers adds IT overhead & user training costs

• It’s costly to buy and maintain additional CAD seats

• Manually creating and managing PDFs for every drawing can be

costly and error prone

• Hardcopy redlines are inefficient and difficult to manage

• It’s difficult to see what has changed

Chal lenge 10

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

Solut ion 10

No way to provide automated or

on-demand batch printing or publishing

• There’s no way to automate publishing to PDF, DWF or TIF upon

check-in or final approval

• There’s no way to find files fast and batch print or publish them

• There’s no way to ensure consistent standards in AutoCAD output

• Users require the native application to generate high fidelity output

• Without version control, output may not be accurate

• There’s no granular control over who can print/publish what files

• There’s no audit trail of who printed or published what files, when

Bonus Chal lenge 11

Provide on-demand or automated,

high fidelity, batch printing and 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

• Watermarks indicate file’s status within Adept

Bonus Solut ion 11