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PDM QuickStart Implementation for SOLIDWORKS PDM
PDM QuickStart Implementation is a fast, structured deployment service that delivers production-ready SOLIDWORKS PDM. It’s designed for engineering teams who need reliable data management with consistent workflows and predictable version control. MECAD Systems uses guided setup, standardised templates, and focused onboarding to reduce errors and accelerate adoption.
What Is PDM QuickStart Implementation?
PDM QuickStart Implementation is a practical, guided rollout service that installs and configures SOLIDWORKS PDM for daily data management.
This implementation improves how teams organise, secure, and share design files by aligning workflows, version control, approvals, and search standards.
The service helps teams start using SOLIDWORKS PDM quickly and consistently, reducing data chaos, manual errors, and onboarding friction.
Key Capabilities and Features
- Quick Setup and Deployment: PDM QuickStart helps teams begin using SOLIDWORKS PDM in just 10 business days. A clear, step-by-step plan minimises disruption while configuring the vault, users, permissions, and workflows.
- Standardised Workflows and Templates: Standardised CAD standards and the QuickStart Administration Guide are applied to keep usage efficient and consistent. Preconfigured templates, weldment profiles, and material libraries reduce setup time and rework.
- Seamless Adoption and Training: Comprehensive onboarding includes training and roll-out support so teams gain confidence quickly. Guided sessions ensure users understand check-in/check-out, approvals, revisions, and best practices.
- In-Depth Onboarding Support: Weekly contact sessions — typically two hours per session over four weeks - solidify knowledge and translate training into real project workflows.
- Standardised Processes and Version Control: Engineering Change Operation (ECO) standards are configured to keep communication clear and revisions controlled at every stage of the workflow.
- Automated Data Exchange: The PDM setup includes automated tasks that generate deliverables such as DXF, PDF, STEP, and eDrawings to speed downstream work.
- Optional Extended Support (Boost Your Success): An Extended SLA can be added for extra contact time and configuration assistance to maximise the results of your implementation.
Benefits of PDM QuickStart Implementation
and Findability
Control Errors
Across Teams
Project Execution
PDM QuickStart Implementation Packages
PDM Standard
- A single workflow with a 10-state limit ensures all item types follow one controlled path.
- A manual PDF creation task is available when document output is required.
- The vault is pre-configured for use with the material library.
- SOLIDWORKS templates are prepared in advance to make switching between templates straightforward.
- A clean, pre-designed folder structure works well with Copy Tree and automatic variables, with light manual setup where needed.
- Pre-built ECO documentation templates integrate ECO numbering into CAD files and display this on drawings.
- A basic notification system and basic search functionality are included.
- A pre-defined CAD standard within PDM Standard accelerates consistent onboarding.
- The onboarding package includes administrator training for one person and four weeks of dedicated contact time at two hours per week.
- Additional configuration, training, or consulting can be added through a separate SLA.
PDM Professional
- PDM templates streamline ECO documentation, folder structure management, and variable automation.
- Serial numbers can be generated on the fly for automatic file naming and ECO tracking.
- Multiple workflows allow each item type—such as CAD files, manufacturing deliverables, templates, and ECOs - to follow its own process.
- Automated tasks generate DXF, PDF, STEP, and eDrawings files, triggered by workflow transitions to reduce manual steps.
- Pre-configuration with the material library supports reliable task automation and consistent metadata.
- SOLIDWORKS templates are integrated for efficient switching during daily work.
- Pre-configured folder templates simplify Copy Tree operations and automatic variable population.
- ECO templates automate numbering and show ECO information directly on drawings.
- An advanced notification system provides alerts and updates; email relay is not included in the base QuickStart.
- A pre-defined Quicksearch supports ECO numbering and is complemented by additional advanced search tools.
- Pre-defined CAD standards enable fast, consistent implementation within PDM Professional.
- The onboarding package includes administrator training for one person and four weeks of dedicated contact time at two hours per week.
- Deeper configuration, consulting, or training can be added via an Extended SLA.
PDM QuickStart Implementation Add-ons
Request a PDM QuickStart Implementation Quote
Frequently Asked Questions about
PDM QuickStart Implementation
A typical implementation is completed in about 10 business days, starting with readiness checks and culminating in configuration, testing, and onboarding.
Yes. Administrator training for one person is included, along with four weeks of guided contact sessions (two hours each). Training covers essentials such as workflows, states, notifications, and revision control.
Yes. PDM Professional allows multiple workflows, advanced search, serial numbers, folder templates, and variable setups. Customisation can also extend via APIs for integration needs.
Standard support is included during the QuickStart, and ongoing coverage can be added with an Extended SLA offering priority response, configuration assistance, refresher training, and maintenance.
Yes. Organisations can start with a single workflow and expand to multiple specialised workflows, metadata search enhancements, and automated publishing as team needs grow.
Yes. PDM Professional supports integrations with ERP, MES, and custom systems through REST and .NET APIs for workflow synchronisation and metadata exchange.
How MECAD Systems Can Help
What Happens Next?
Begin with a short consultation to assess your data management goals and SOLIDWORKS PDM requirements.
MECAD Systems will outline scope, timeline, and implementation approach before commencing the PDM QuickStart rollout.