Top Reasons to Step

Up from Basic Vault

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

.

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

Top Reasons to Step Up from

Vault Basic

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

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

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

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

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

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

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

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

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

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

• Upfront assessment– Goals

– Requirements

– Processes

– Legacy data

– Scope creation (SOW)

• Migration

• Configuration

• Training

How Do We Get There?