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BUSINESS DEVELOPMENT

REVIEW SERVICES

What is the Purpose of our Review Services?
To Understand and Improve your Business
Business Development & Review Services are characterized by their key objective, understanding you & your needs. All of the services in this type involve review of your processes, workflows and even your team. A true, deep understanding of our customers allows us to deliver ‘turnkey’ improvements that revolutionize businesses.
What are these services?
The Development and Review services enable our customers to take a fresh look at the way they are doing things, and will give feedback on where improvements could be made or alternative solutions deployed. Its really important that all engagements result in a tangible outcome and a clear ‘road-map’ to improvement.
What is the outcome?
It's key to us that we don’t just highlight problems, instead we propose solutions and a route to improvement. The deliverables vary between services but can include personalized training road-maps, written reports covering issues or improvement presentations to key-shareholders. Outcomes typically cover many things but will include both short term ‘quick-wins’ and medium-term improvements.
How Does the Skills Assessment Tool work?
Our Skills Assessment Tool works online in any browser. There is a short description below but visit our Skills Assessment page for the full details.

CAD MANAGEMENT SERVICES

TEAM SKILLS ASSESSMENT

How do you know if your engineers have the correct skills to utilize all of the benefits SOLIDWORKS can offer?

Our new online skills assessment app is the ideal tool for companies looking to test an applicant’s skills during the recruitment process or establishing where your current team could benefit from any advancement in their software knowledge.

Details

Our bespoke skills assessment app can be configured with questions from specific areas of the core SOLIDWORKS functionality and therefore each company can tailor the assessment to suit their own requirements. As this is an online tool, the exam can be attempted at any time (during the validation period) which is convenient for each individual and resulting in minimal disruption for the business.

When the assessments validation period ends we will assess and compare the results, before providing a follow up web meeting to discuss the results and provide our recommendations for any further actions.

TEAM SKILLS ASSESSMENT - WITH ONSITE EXAM SUPPORT AND REVIEW

The Skills Assessment session is ideal for companies who have grown their team of SOLIDWORKS users or for situations where your current team could benefit from advancement in the software knowledge.

The personalised assessment method allows us to test candidates in any area pertinent to their role or your company’s specific needs.

Details
During the session we will cover:
  • Do your SOLIDWORKS users have the correct skills?
  • Are users creating models that can easily be modified by others?
  • Is there a ‘weak’ link in your team?
  • Produce a personal training plan specific to individual needs.
  • Encourage a common way of working across your team.
TECHNICAL REVIEW

Do you want to improve you CAD usage within your organisation, discuss general issues you are experiencing, or understand how to achieve your plans for the future? This general visit will allow you to tap into our highly experienced applications engineer’s knowledge and skills with an open discussion onsite meeting.

Following the visit our engineer will provide a written report outlining what was discussed and our recommendations.

HEALTH CHECK - SYSTEMS & SETTINGS

This session reports on the hardware you are using to run SOLIDWORKS, offering advice to optimize its set up and makes recommendations where it falls short. We also look at your design workflow, offering quick fix advice to improve efficiencies to reduce time to market.

If your team report SOLIDWORKS ‘crashing’ or ‘performance’ issues related to speed or graphics this service helps to prove whether or not your hardware is at fault.

Details
During the session we will cover:
  • Graphics card optimization.
  • Review of hardware spec.
  • Basic workflow advice.
  • Review SOLIDWORKS options for performance.
  • Assess suitability of systems for specific tasks like Simulation or Rendering.
HEALTH CHECK - CAD DATA

Your CAD data is one of the most valuable assets of your business, but what’s the current state of its health?

Have you seen missing files when opening, lost external references or multiply copies of the same file? If the answer is yes, these are all signs of a system in a bad state of health and needs to be resolved before a problem occurs resulting in a significant financial impact on your business!

Details

Our bespoke health check tool can be set up remotely and run over a period of time to fully establish the state of your CAD data’s health. Once we have downloaded and reviewed the results we will provide you with a written report outlining our assessment of it health and our recommendations going forward.

DESIGN PROCESS REVIEW

Your company has invested in SOLIDWORKS software and training, but are your engineers producing the designs in the most efficient way?

In this interview style session, we converse with your design engineers to understand exactly what needs to be achieved with SOLIDWORKS, understanding your design process from A - Z. Then advise on best practices and workflow to allow them to design more efficiently. A number of small changes to your process can drastically reduce the overall time to market.

Details
During the session we will cover:
  • A detailed report on efficiency of the design team and a potential route to improvement will be provided.
  • Do your users have awareness of the features and processes required to get the job done in the best way?
  • Challenge the way SOLIDWORKS is being used within your company ensuring you get the most out of the software.
  • Tips and advice allowing you to speed up the design process.
  • Reduce time spent on mandraulic tasks where automation is possible.
STRATEGIC VALUE ASSESSMENT

In conjunction with our Business Transformation team, the Strategic Value Assessment (SVA) is a two stage evaluation of your business processes. The assessment enables us to understand your Critical Business Issues (CBI) so our consultants can make recommendations to maximise your success in your business sector.

We work with Executive Management to run discovery sessions with key employees to unearth bottlenecks and poor procedures that delay time to market, cause unnecessary costs and reduced margins. The findings and recommendations are presented back to Executive Management, where road-maps and next actions are discussed in detail.

This process has been known to identify over £250k worth of inefficiency (per. annum) within some medium sized customers. What are the problems you live with really costing you? Are you even aware of the problem?

Details
During the session we will cover:
  • Optimise design time to give you more time to innovate.
  • Can any manual process be automated?
  • Are tasks being duplicated?
  • Are all departments pulling towards CBI in the same direction?
  • Maximise your profitability.
  • Ensure a return on your software investment.

MANUFACTURING SERVICES

MANUFACTURING PROCESS REVIEW

Do you want to improve the deployment and use of CAM within your organisation, discuss general issues you are experiencing, or understand how to achieve your plans for the future? This general visit will allow you to tap into our highly experienced applications engineer’s knowledge and skills with an open discussion onsite meeting.

Across the interview style sessions we will understand exactly what needs to be achieved with your manufacturing solution. The expert advisor on site with you for the day will give verbal advice throughout but after the visit a written report including any recommendations will be provided.

PDM SERVICES

SOLIDWORKS PDM CONTINUOUS IMPROVEMENT PROGRAM

Each new release of SOLIDWORKS PDM includes enhancements that impact the user experience, but more important are the changes within the software itself that allow customers to refine or extend their use of SOLIDWORKS PDM to gain further benefits from the implementation. Not finding the time to understanding the benefits of new features, where they could be used and how best to integrate them into the existing Vault configuration, is the main reason why implementations stagnate.

Following a high-level overview of what’s new in the latest release, we will review your existing configuration and use cases, providing feedback on any best practice and configuration changes that could be implemented to allow you to design more efficiently. Agreed changes will then be implemented and tested.

Details

During the sessions we will cover:

    Part #1 What’s New in PDM 20xx
    • Administration and User Experience enhancements
    • Review of existing set up and requirements
    Part #2 Implementation / Training
    • Review and Risk Assess proposed changes
    • Implement and validate agreed changes
    • Administrative walkthrough / demonstration of changes implemented
SOLIDWORKS PDM CONTINUOUS IMPROVEMENT PROGRAM PLUS

Following a high-level overview of what’s new in the latest release for PDM, we will review your existing configuration and use cases, providing feedback on any best practice and configuration changes that could be implemented to allow you to design more efficiently.

For customers with more complex implementations that may also include off the shelf or bespoke add-ins, implementing changes directly into a live Vault adds an increased degree of risk. To mitigate that risk, we will copy the production vault as a ‘sandbox’ environment in which to test / validate proposed changes.

For customers with bespoke customisations, we would agree a test protocol based on any known / expected outcomes that would then be used as part of the validation and prior to transferring the updates into the live vault.

Details

During the sessions we will cover:

    Part #1 What’s New in PDM 20xx
    • Administration and User Experience enhancements
    • Review of existing set up and requirements
    Part #2 Create / Update Sandbox environment
    • As applicable, define or refine test scripts for validation of Add-ins
    Part #3 Sandbox Implementation / Training
    • Review and Risk Assess proposed changes
    • Implement and validate agreed changes
    • Administrative walkthrough / demonstration of changes
    Part #4 Changes to Production Environment
    • Implement and validate agreed changes
    • Administrative walkthrough / demonstration of changes implemented
PDM STANDARD TO PROFESSIONAL ADMINISTRATION WORKSHOP

Our SOLIDWORKS PDM Standard (STD) to PDM Professional (PRO) onsite Training Workshop supports customers who are upgrading their PDM platform and want to get the most out of their investment. During this workshop, we also provide hands-on PDM PRO Administrator training using a copy of the customer's upgraded PDM PRO vault, allowing you to refine and validate the changes before deploying them to the live environment.

The workshop training focuses on the training topics that are most relevant to the system configuration that will be employed in the customer’s upgraded PDM vault, including an administrative overview of standard and custom add-ins, templates and best practice workflows from our flagship ‘FOUNDATION’ implementation package.

Details

  • Create a Development/Training vault
  • Deliver generic administrator training
  • Provide an overview of the current system configuration
  • Overview of custom add-in and bespoke system configuration options available within PDM Pro
  • Overview of recommended processes / templates etc. for Engineering Change and Document Management in PDM Pro
  • Support/mentor the customer’s administrators in making system configuration changes and system enhancements
  • Highlight regular administrator tasks and ensure Backups / Maintenance plans are in place.
HEALTH CHECK - PDM SYSTEMS VALIDATION

As a critical business system within your organisation, the ongoing health of your SOLIDWORKS PDM installation should be of paramount concern.

The purpose of this technical health check is to review and document the current configuration, allowing us to advise on any errors or inconsistencies that could affect performance or create future upgrade risks.

Details

The primary focus of the health check is a technical review of the installation and configuration of the installed PDM Components and a review of your disaster recovery capabilities. The deliverable will be a summary report that documents and advises, where appropriate, the existing installation including:

  • Software components Installed
  • SQL Installation and Configuration
  • Infrastructure / Networking
  • Server Health
  • Vault consistency
  • Client Installation / Health
‘ASSIST ’

The ASSIST service is designed for customers who have already deployed PDM and now require additional onsite or remote assistance with the configuration or usage of the Vault.

Click details below to find the typical scope of the ASSIST service we offer

Details

  • Additional 1:1 or group training
  • System validation
  • Minor system configuration changes
  • Manual legacy data migration advice
  • Go live support
PDM PRO ADMINISTRATION WORKSHOP

The SOLIDWORKS PDM Professional Training Workshop provides tailored PDM PRO administration training in the context of the customer’s existing PDM PRO vault. The training is designed for customer employees who are new to the role of PDM Administration, with the workshop training putting an emphasis on the training topics that are most relevant to short and long-term development plans for the Customers PDM environment. The training also includes an administrative overview of any custom add-ins and other bespoke system configuration deployed in the customer’s vault.

Objectives

  • Create a Development/Training vault
  • Deliver generic administrator training
  • Provide a detailed understanding of current system configuration
  • Overview of custom add-ins and bespoke system configuration
  • Review methods and systems deployed to transfer data to other systems
  • Highlight regular administrator tasks
  • Support/mentor the customer’s administrators making system configuration changes and system enhancements
PDM PERFORMANCE REVIEW

During a PDM Performance Review we will discuss your original, current, and future data management goals in order to identify any gaps in the current solution and document the steps required to close them. After completing the review, we will then carry out a Technical Health Check to review and document the current infrastructure. This will allow us to advise on any errors or inconsistencies that could be affecting performance or that could introduce risks for future upgrades.

Objectives

  • Current State, stakeholder Review
  • Current State, Configuration Review
  • Future State, process review and goal gathering
  • Solution Proposal, OOTB functionality
  • Solution Proposal, bespoke and COTS add-ins
  • Solution Proposal, other software
  • Solution Proposal, Training
  • Solution Proposal, Project plan
ARCHIVE REPLICATION

SOLIDWORKS PDM Professional (PDM PRO) is able to replicate vault data from a central server and efficiently distribute the information to design teams in multiple design locations. PDM PRO File replication enables file synchronisation between remote servers regardless of geographic location so everyone is working with the correct file version. New files and file versions can be replicated “On Demand” by the users or file replication can be scheduled periodically when network usage is low. This service is designed for customers who have already deployed PDM PRO and where the system is in production use in the main location and now want to implement PDM PRO at another remote location for the first time or to improve performance and user experience for PDM PRO users currently accessing and copying files across the Wide Area Network (WAN)

Details

  • Software Installation on remote archive server
  • Software installation on test client machine
  • Testing and verification of “On Demand” replication
  • Set up and configuration of scheduled replication
  • Administrator training (Administering and configuring scheduled replication)
Web2.0 INSTALLATION

Your SOLIDWORKS PDM Professional (PDM PRO) Vault is accessible through a web server (Web2.0) providing access from most devices with an internet browser. When implemented within a companies Firewall as an Intranet site the Web2.0 client is beneficial for internal users requiring occasional access via mobile (WiFi Connected) devices or fixed terminals using unsupported operating systems for the Desktop Client (e.g. MacOS).

Objectives

This project will support the installation and configuration of the Web2 system on the customers web server for access within the companies Firewall.

  • Installation and configuration of (Internet Information Services) IIS.
  • Installation and configuration of Web2.0 to access one or more Vaults hosted on the same Archive Server
SERVER RELOCATION / DISASTER RECOVERY

For customers looking to replace tired or obsoleted hardware we can assist with the reinstallation and migration of your existing infrastructure to replacement hardware. This service would also include the update of a number of clients to re-point the ‘Vault View’ to the new Server name(s).

Scenarios include:

  • Planned obsolescence of Server hardware.
  • Relocating an on premise implementation to a DataCentre or cloud environment including our own IOMART hosted CloudSure solution
  • “Disaster Recovery” following hardware failure or cyber attack where Database and Archive backups are available.
DISASTER RECOVERY SIMULATION

The purpose of this service is to help your PDM Administrator or IT Professionals understand the steps involved in preparing for and then executing a Disaster Recovery, should you need to rebuild a copy of a PDM vault after your SOLIDWORKS PDM infrastructure becomes inoperable, inaccessible, or damaged as the result of unplanned disasters.

Scenarios include:

Through this service we will help you to create a Disaster Recovery Checklist, then simulate the recovery process us-ing the data captured via that Checklist on to a separate hardware environment.

Your Disaster Recovery Checklist consists of documentation of your installation and reviewing your backup strategy while ensuring your passwords are documented and verified amongst other precautions.

We will simulate the recovery process and work through restoring your vault database(s) and the configuration required to regain your vault.
MANAGED UPGRADES

There are many factors to consider when upgrading PDM Standard or Professional, don't risk overlooking something important and compromising the health of your company's CAD data our PDM team can ensure your upgrades are done correctly with minimal disruption to your team.

Services range from single-site upgrades to multi-site replicated environments and for customers moving to SOLIDWORKS PDM 2022 we can also assist with any SQL Server Migrations / Upgrades.

UPGRADE & MOVE

This service combines a Server Relocation with an Upgrade to assist those customers who find that their current infrastructure is no longer suitable for a future version of SOLIDWORKS PDM.

 Solid Solutions | A Trimech Company

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