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
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