They needed to integrate PDM vaulting for CAD designs using Engineering Collaboration to an engineering and design team who only had experience with local and network shared storage of design files. We worked with engineers and Agile administration team to develop a configuration for EC that augmented and supported the needs of the team. Capturing the required outcomes accelerated acceptance of the new tools and vaulting in Agile.
As in many companies, there are a variety of Custom Properties in CAD files from different dates and through merger and acquisition. They needed to develop processes and tools to assist in the preparation and the ad hoc migration of existing design files from local drives and network shared drives into Agile; thus linking to existing Part records in Agile. In addition, they needed to implement better access control and security management for Agile PLM. Roles and Privileges that were designed and deployed presented serious challenges in maintaining and managing user accounts. Along with this challenge was the need to track and disposition quality defects and non-conformances to improve overall product quality.