30-Second Summary
Accelerate Implementation
MECAD’s PDM QuickStart sets up your PDM system in just 10 business days.
Streamline Workflows
Standardise processes, automate data exchange, and enhance collaboration.
Boost Productivity
Reduce errors, improve searchability, and optimise file management.
Automate Key Tasks
Generate files automatically, set up notifications, and enable advanced search.
Maximise Efficiency
Leverage pre-configured tools, structured onboarding, and expert support.
In today’s fast-paced engineering and design environment, efficient data management is crucial. A well-implemented Product Data Management (PDM) system can revolutionise how teams collaborate, manage revisions, and automate workflows. MECAD Technologies’ PDM QuickStart Implementation helps businesses streamline processes, reduce errors, and enhance productivity in just 10 business days*.
Whether using PDM Standard or PDM Professional, this guide provides essential tips and tricks to maximise your implementation.
Get Up and Running in Record Time
Tip: Follow a Structured Onboarding Approach
MECAD’s QuickStart Implementation includes two-hour weekly contact sessions over four weeks, allowing your team to adapt gradually. Use these sessions to clarify doubts, optimise workflows, and address roadblocks early.
Trick: Leverage Pre-Configured Tools
MECAD’s pre-configured SOLIDWORKS Templates, Weldment Profiles, and Material Library eliminate the need for manual setup, letting your team focus on design from day one.
Standardise Workflows for Maximum Efficiency
Tip: Utilise CAD Standards and Automation
MECAD’s QuickStart Administration Guide ensures your team follows standardised best practices, leading to consistent, error-free designs.
Trick: Use Predefined Folder Structures
PDM Professional come with pre-designed folder structures that integrate with “Copy Tree” and automatic variable population, reducing manual effort.
Automate Data Exchange & Manufacturing Tasks
Tip: Enable Automated File Generation
With PDM Professional, workflow triggers can automatically generate DXF, PDF, STEP, and eDrawings files, eliminating time-consuming manual processes.
Trick: Set Up Automated Notifications
PDM Professional’s notification system alerts users when files change states, ensuring that the right people stay informed, and projects move forward smoothly.
Enhance Collaboration with Version Control
Tip: Use Engineering Change Operation (ECO) Templates
PDM Professional integrates pre-built ECO templates that automatically update numbering within CAD files and display them on drawings for better revision tracking.
Trick: Implement Serial Numbering for File Organisation
PDM Professional can generate serial numbers automatically, ensuring structured and consistent file naming conventions across projects.
Optimise Search & Access to Data
Tip: Utilise QuickSearch Functionality
Both PDM Standard and Professional provide predefined QuickSearch setups, making it easier to locate files based on specific ECO numbers or metadata.
Trick: Train Your Team on Advanced Search Tools
PDM Professional offers advanced search capabilities, allowing users to filter and locate files quickly, reducing wasted time.
Working Offline with SOLIDWORKS PDM
Tip: Prepare Before Going Offline
Before switching to offline mode, check in files that need saving and check out those you plan to modify. Use “Get Latest” to access essential files, including Toolbox components.
Trick: Know What Changes in Offline Mode
In offline mode:
- PDM folders turn blue instead of green.
- Version history and BOM views are unavailable.
- Checked-out files remain writable for continued work.
Tip: Avoid Renaming or Moving Files Offline
Renaming or moving files offline can cause issues when reconnecting. Wait until you’re back online to make structural changes.
Trick: Handle Local Files Properly
Offline-created files appear as “Local Files” when back online. To add them to the vault, right-click and select “Add To File Vault.” If they don’t appear, enable “Show all files” in Vault Explorer settings.
Boost Your Success with an Extended SLA
For companies looking to maximise their PDM implementation value, MECAD Technologies offers Extended SLA packages with:
- Expert administration support for complex configurations.
- Priority troubleshooting and system optimisation assistance.
- Ongoing training to keep your team updated on new PDM functionalities.
Final Thoughts
A PDM system can be a game-changer for engineering and manufacturing teams, and MECAD’s PDM QuickStart ensures a smooth transition with minimal downtime. By leveraging automation, standardised workflows, and expert training, your company can reduce errors, improve collaboration, and enhance efficiency in record time.
Ready to take your data management to the next level?
Contact MECAD Technologies today to get started with PDM QuickStart Implementation.
