Vault Implementation Plan

We conduct a detailed scoping session to understand your Product Data Management (PDM) needs. This step involves gathering customer requirements, which guide the configuration and customisation of Vault to align with your business processes.

In conjunction with the scoping phase, we define your design lifecycle processes. This involves customising Vault to manage your data throughout its lifecycle, ensuring that your workflows are streamlined and efficient.

The foundation of a smooth Vault implementation begins with a comprehensive system check. We assess your server to ensure it meets the necessary hardware and software requirements for the Autodesk Data Management Server (ADMS) installation. This step is crucial for preventing potential compatibility issues and ensuring optimal performance.

Before installing Vault, we verify that the correct version of your CAD software (such as Autodesk Inventor) is installed. It’s essential that the CAD software version matches the Vault version to ensure compatibility and full functionality.

Once your system is verified, we proceed with the installation of the Vault server (ADMS). We work closely with your team to schedule this installation at a time that minimises disruption to your operations. Our experts handle the installation process, ensuring that your server is set up correctly and ready for use.

Next, we install the appropriate Vault Client on your users' machines. This step ensures that your team has the necessary tools to access and work within Vault, tailored to their specific roles and requirements.

Finally, we offer tailored training sessions for your Vault users. The training varies depending on the Vault Client your team is using—whether it’s Vault Professional or Vault Office. Our training ensures that your users are proficient in using Vault to manage and collaborate on your design data.

The Baker Baynes Vault Implementation Plan adheres to industry best practices to ensure the successful delivery of a Common Data Environment (CDE) through the People, Process, and Technology methodology. User adoption of this system is crucial, as it aligns with your organisation’s strategic intent and business goals. We conduct regular cadence meetings post-implementation to ensure effective adoption and address any challenges.
By following these carefully planned steps, we ensure that your Vault implementation is smooth, efficient, and customised to meet your specific needs. With Baker Baynes by your side, you can confidently manage your design data and optimise your workflows with Autodesk Vault.