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Win Software Design Change Management More than ever your customers demand MORE, from less... drawings documents email forms schedules data correlate communicate coordinate collaborate corroborate automate accelerate innovate Drawing change management Document creation & workflow Email access & control Win Software Gain control and increase personal effectiveness, efficiency and productivity within the design workgroup and across the enterprise. Design Change Management A fully configured system, implemented and supported for just £1.00 per user per day* www.d2m3.com/esiora-win The challenges facing business today are more acute than ever. Projects, products, designs and documentation are all needed earlier, to a higher quality, at a lower cost. Design Change Management. Familiar, easy, powerful The greater the delay in assessing potential design changes within the project or product design cycle, the more significant the potential impact on the delivery date or cost; or both. Design changes impact not only the designers but many other parties; consultants, construction managers, surveyors, clients and suppliers. Each design phase resulting in a formal distribution of information involves a The advent of the internet and the expectation of real time interactions and collaboration place a substantial burden on every member of the design, project or product team. Efficiencies are gained through the controlled and automated distribution of design information to all parties, internal or external. Manage All File Types Any type of file can be securely managed due to Esiora®’s Explorer® based technology. The Explorer interface provides integration with all applications. Folder & File Cards With a fully configurable interface, Esiora® allows you to define what properties relate to your files. Search & Report Tools The search facility gives a user quick and dynamic access to documents or drawings whilst providing an interactive reporting platform. Form Generator Reuse information again and again, take the drudgery out of creating standard forms by entering the Job Information once. communication challenge, proof of delivery and further consultation on the basis of the feedback received. Design Change Management software puts design documentation at the centre of the solution. Esiora® enables organisations to better manage all outgoing and incoming documents, drawings and data including change requests, project information and contractual documentation. Secure File Vault All files and data are stored within a Secure File Vault requiring a user to have both the Esiora® software installed and a network login in order to access files and their associated meta-data. Templates The Esiora® template builder allows an organisation to define how certain types of documents, such as letters, forms, faxes and drawings are to be created. To deliver the savings and added value your customers demand, your people require the tools that will help them work more productively and support business process improvements. The need for Design Change Management software is most pronounced at the initial concept and outline design phases of a project. Numerous iterations occur before designs can be viewed as final and complete. Large volumes of information will be created and distributed in drawings, documents, e-mails, specifications, forms, and contracts. Familiar Interface Esiora® is not a standalone application but an extension to Windows Explorer®. As such, it delivers an extraordinary wealth of powerful Document Control features in a familiar way. Email Manager Allows an organisation to define rules on where emails are to be stored within the vault. Esiora Windows® embedded within the ubiquitious Microsoft Windows Explorer® interface provides a familiar, simple to use, yet powerful drawing and document management platform. The enhanced user appeal and extensive management capabilities has convinced organisations across the globe to select Esiora® technology and implement the software throughout their enterprise. Enhanced CAD Integration Support for CAD applications is a key component of any Design Change Management Solution. Esiora® provides a wide variety of key features including viewing, titleblock links and reference management. *Typical cost for a 50 user system on a rental charge basis for a period of 24 months. £1.00 a day... drawings documents email forms schedules data correlate communicate coordinate collaborate corroborate automate accelerate innovate www.d2m3.com/esiora-win helps you WORK, Drawing change management Document creation & workflow Email access & control do your BEST, in every WAY Win Software Reference Management Most CAD applications utilise References in some way whether that is simply one drawing referenced into another or a complex part and assembly relationship. Esiora® understands these relationships and manages the impact of change. Workflow Management Understanding the current status of project documents and drawings is challenging. The workflow capabilities within Esiora® provide information relative to the documents lifecycle with full reporting capabilities. Advanced Autonumbering Advanced Autonumbering provides support for automatic drawing & document filename generation based on user input and vault location. For example: Esiora® will calculate a new drawing number based on a project number and type of drawing. Contact Manager Esiora® adds contact management functionality to your vault configuration. Contact Manager allows a user to add, remove and edit contacts then pre-populate addresses, telephone and fax numbers within documents and forms. Everyone working off the same sheet, just like clockwork... Design Change Management Searching www.d2m3.com/esiora-win CAD Integration Change Control Change Audit Trail By virtue of the Check In/Check Out capabilities, Esiora® controls file change, recording who changed what file, when and why. The complete change history is recorded and accessible by users. User & Group Rights The dynamic approach to folder and file access delivers a comprehensive and controlled environment in which drawings and documents can be viewed, created and modified only by those users with the correct authority. Enterprise Scalability The ability to replicate file data across the enterprise provides a scalable platform for any multi-site organisation. Vault replication delivers speedy and efficient file access performance with a centrally managed database. The amount of file storage required by organisations is rising at an exponential rate. At the same time, finding the correct drawing, document or email quickly and easily is an ever more daunting challenge. Esiora Windows® extensive search tool delivers the files you need in seconds, wherever the file is located. The complex nature of CAD drawings, frequently involving externally referenced drawings, parts or assemblies, can be a management nightmare even for the most competent CAD user. Esiora Windows® provides the user all the information they need to maintain control of all types of CAD references to leverage the extensive benefits they provide. CAD Connectors: AutoCAD®, Autodesk® Inventor™, Autodesk® Revit®, Bentley Microstation®, SolidWorks®. As designs evolve, keeping track of the endless stream of changes is very challenging and time consuming. Invariably multiple copies of the same files are stored with similar names leading to confusion, and potential delay. Esiora Windows® makes it simple to understand the detailed version change history: who did what, when and why. £1.00 a day... helps you WORK, drawings documents email forms schedules data do your BEST, in every WAY correlate communicate coordinate collaborate corroborate www.d2m3.com/esiora-win automate accelerate innovate Drawing change management Document creation & workflow Email access & control Win Software ADD FURTHER BENEFITS & LEVERAGE YOUR INVESTMENT Esiora , empowering your team. ® Revit® Connector Developed to automate the release of Drawing View information in DWF or DWG format from Autodesk Revit into the Esiora® Vault. The connector manages the revision and metadata within the target vault and automates the approval and release of the drawing within the prescribed Workflow. Everyone working together with a common purpose and an integrated approach. SharePoint® Connector The SharePoint connector automates the publishing of drawings & documents plus associated metadata to a SharePoint® Portal Server. Whenever they choose, ....wherever they are located. Design Change Management E-mail Manager www.d2m3.com/esiora-win Workflow Transmittal Creator Automates the creation and emailing of a drawing & document transmittal package that includes the transmittal note (or issue sheet) plus the drawings & documents to be transmitted. Incoming Document Register The Incoming Document Register is designed to automate importing of externally sourced documents into an Esiora® Vault. Enterprise Scalability Status Reporting Server Status Reporting provides an overview on the progression of project related drawings & documents during the project. Status Reporting Server provides a real time report listing planned and forecast completion dates for all drawing & document types including the percentage completion status for a specific project. Head Office Replicated Archive & Database Servers PDF Conversion Server As part of a fully automated release process, the application controls the conversion of drawings & documents into PDF format triggered either manually or as part of a workflow process. Emails are normally stored in a separate location to other project documentation, making it much harder to locate the information you need (eg Microsoft Outlook®). Esiora Windows® automates the placement of project emails in the same central, shared location alongside all your other project drawings, documents, forms, etc. An electronic workflow provides a powerful mechanism to link together individuals or groups, wherever they are located, to support integrated working methods. Additional benefits include the ability to identify workload bottlenecks, create progress reports and automate interaction with other software applications such as uploading documents to Microsoft SharePoint®, creating PDFs on the fly or sending an email. Office 2 Replicated Archive Server Office 3 Replicated Archive Server Print Manager Server Can be triggered either manually or as part of a fully automated release process, Print Manager Server automates the printing of your drawings & documents. You can define the format of the hard copy output including the number of copies, size, and any plot stamps before sending the output to a printing device. The above applications are separate modules that can be incorporated at additional cost into the initial implementation or added at a future date. £1.00 a day... drawings documents email forms schedules data correlate communicate coordinate collaborate corroborate automate accelerate innovate www.d2m3.com/esiora-win helps you WORK, Drawing change management Document creation & workflow Email access & control do your BEST, in every WAY At d2m3, our objective is to help your organisation do MORE, faster and to a higher quality, providing strategic benefits for your company. Leverage our experience from implementing data management software since 1995, across two continents, for organisations of all sizes. Design Change Management What Esiora® Does •O rganises all your technical information in a consistent manner. •P rovides access to the most current information, quickly, easily and from anywhere. •R educes wasted hours searching, editing, circulating files. •E nsures drawing, document & data consistency across the organisation. • Total control over who is able to view, retrieve or make changes to your invaluable data. •S hortens design cycles. •S upports and enforces working practices and quality procedures. •R educes errors and mitigates risk. • Improves collaboration between parties. •C omprehensive, real time audit trail, who did what, when & why. • Tangible business benefits arise from automating project and design related processes. • Ability, based on real data, to review, analyse and support continuous improvement policies. www.d2m3.com/esiora-win ‘The key reasons why d2m3 stood apart from the competition was that they were very approachable, had very detailed knowledge of their subject area and always came back with solutions to any issues that we threw at them.’ Gordon Miller - BT Operate ‘We initially narrowed the field from 5 prospective solutions down to the 2 strongest contenders. We ultimately chose d2m3 and Esiora® because of the familiar user interface and ease with which it could integrate into our own in-house systems.’ Trevor Smith - Aedas ‘The reason we chose to work with d2m3 was because they added tangible value and were able to demonstrate they genuinely understood our business and what we were trying to achieve.’ Gary Dalton - Purcell Miller Tritton The Esiora® Design Change Management platform delivers order, control, supports collaboration, drives quality compliance and automates routine, time-consuming laborious tasks. What you get is enhanced performance, productivity, quality, increased margins and above all, tangible competitive advantage. Join the tens of thousands of users worldwide implementing the foundation technology behind Esiora®, supported by Dassault Systèmes, the worldwide PLM leader and software innovator. Esiora®, powered by Conisio® Manchester | London | Aberdeen Microsoft product names & Autodesk product names are used for identification purposes only and are trademarks of Microsoft, Inc & Autodesk, Inc respectively. Conisio® and SolidWorks® are registered trademarks of Dassault Systèmes SolidWorks Corporation. Microstation® is a registered trademark of Bentley Systems, Inc. 0845 8725601 d2m3 is a trading name of Cadassist Limited Reg 1994562 Eng © 2009 Cadassist Limited