Engineering Document Management for Manufacturing and Product Design

PDM / Lite PLM

Organizations need data management that support complex product data lifecycles

Engineering Change Management

Improve engineering work
processes and drive productivity

Markup

Markup drawings and documents in the field or at the site, all you need is a browser

Contracts and Financials

Secure access to contracts and financial documents to authorized
viewers

Quality Control

Keep everyone informed and know when a document or process is
updated/approved

Collaboration

Enhance collaboration from conceptual design to production -
in real time

Document Control

Keep tight control of documents and ensure only authorized versions are used in processes

Document Distribution

Organize and index documents so that critical information is available across your network

The management of electronic files and documents during a product's lifecycle is often a challenge to manufacturing organizations. As a result, these organizations need data management solutions that support complex product data lifecycle from the design stage, through distribution and collaboration for product, to all post-design activities. ImageSite Manufacturing Document Management handles the complex requirements of 2D/3D CAD manufacturing data management for engineering and design users and for product, to also offers integrated version control, design approval workflows and engineering change management capabilities for engineering/design users as well as handling distribution and collaboration for non-design users.

manufacturing document management
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Full integration with the most popular CAD programs, including AutoCAD, Inventor, Revit, SolidWorks, MicroStation, and more

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Lite PDM capabilities, including version control, reference file management, check-out/ check-in, and title block integration

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Secure internal and external user access to corporate design information for supplier and vendor collaboration

Use of the wrong manufacturing documents can have serious quality and cost impact to all downstream manufacturing functions. To that end, organizations need tight control of documents to ensure only authorized versions are used in manufacturing processes. ImageSite Manufacturing Document Management automatically releases documents based on document lifecycle parameters that control the revision and approval processes. It also handles large and complex assembly and drawing data sets with automated publishing to formats such as PDF or DWF for post-design functions; enables secure internal and external user access to corporate design information for supplier and vendor collaboration, and is designed for all departments across an organization (manufacturing, sales, support), including employees who lack sophisticated engineering/CAD data management software and training.

Manufacturing Document Management
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Replaces inadequate Windows and shared networked drives as the current method to store and manage controlled documents

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Controls who can access, view, and download data in the document control system

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Widespread access to the broader organization for searching, viewing, revising and collaborating, even CAD files

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Replaces a manual or paper driven "Document Release" process with an automated process

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Updates a manual or paper driven "Engineering Change Management" process through automation to drive changes and approvals

Our recently implemented Autodesk Vault PDM solution worked well for the Engineering department but problems remained for our non-engineering users to find, view, print, and generally work with the engineering content they need for their day to day jobs. We will significantly improve our workflows for drawings approved in Autodesk Vault to then be automatically made available to downstream manufacturing, sales and support functions through ImageSite’s seamless integration with Vault.

Dan Ester

Information Services Director, Eriez

MANUFACTURING DOCUMENT MANAGEMENT

Manufacturing companies often are challenged to find and distribute the critical documents they need to do their work. In some cases, employees in these organizations must contact document control specialists to find information they need, resulting in highly inefficient work processes. Or worse, give up and redo needed documents. Getting documents to key vendors or customers also is problematic. Often wrong version are sent or not even delivered. Unfortunately, software to view, edit, distribute and collaborate is often too expensive and complex for non-engineering users. This, too, results in inefficient work processes throughout manufacturing organizations and their vendors and contractors. ImageSite Manufacturing Document Management provides organizations with secure, comprehensive engineering document storage and in-house mobile access enabling users to easily find the correct version of documents related to the products they manufacture, sell and support.

Manufacturing Document Management
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Easily find, view, print, markup and route documents through automated workflows to other users, vendors, contractors, and customers

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Always find correct versions of documents and their associated markups

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Use tablets, laptops, and smartphones to access and collaborate with documents and drawing files

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Automate processes through schedule-driven automated workflows and approvals

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Secure important technical files so only authorized users have access

Manual Engineering Change Management typically relies on paper forms that must be filled out and routed from person to person in a slow, linear fashion. ImageSite automates revisions approvals, and release to existing documents. ImageSite’s document lifecycle and workflows can be configured as an Engineering Change Request (ECR) solution. Organizations can classify revisions as “major” or “minor” and determine who can access and edit the documents at any point in the product lifecycle. ImageSite improves organizational work process, structure and management enabling companies to save time and money from reduced errors due to changes in design and materials and reduced time-to-market through quicker product change implementation.

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Authorize parties to submit ECRs

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ECR routing to appropriate users for review and modification

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ECR routing to appropriate decisions makers for approval

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Include notification around schedules to ensure all participants in the process know, and keep up, progress

Product data drives manufacturing document management structure. While product data often starts with engineering drawings, a comprehensive data management solution must manage all related information such as ISO Compliance, Testing, Corrective And Preventative Actions (CAPA) and other quality management documents. ImageSite CAD Data Management Software provides a centrally-stored and up-to-date set of documents and processes that ensure compliance with industry-specific quality standards (regulatory and statutory), available via LAN, WAN, or Internet. Lifecycles and engineering workflow can be used to complete document process control and ensure ISO compliance while ImageSite’s archiving and retention capabilities ensure preservation of quality control documents and procedures.

manufacturing document management
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Search tools that simplify finding related documents, metadata and other content

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Get instant email and internal notification of changes and requirements

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Secure access to all critical files

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Retain all back revisions with available archiving protocols

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Get flowchart and reporting of all changes and user accesses

PLANT AND FACILITIES DOCUMENT MANAGEMENT

Manufacturers need access to facilities information on building layouts, equipment information, maintenance layouts (HVAC, electrical, etc.) which is not easily available. eQuorum’s document management services manage building plans for electrical systems, HVAC, and other major components and place them in a web browser. With an open architecture and extensive APIs, ImageSite Manufacturing Document Management features integrate with most core business applications and offers robust wide format printing functions for building schematics, layouts and maintenance.

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Track drawing versions and markups by user, system, building, etc.

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Keep current and past records of equipment, maintenance records and floor position

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Access equipment records and maintenance documents from any location on campus or in the field with a tablet or laptop, even without an Internet connection

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Quickly give important information to subcontractors and vendors without having to give them access to your network or use unsecured emails

eQuorum provides secure access to contract and financial documents to authorized personnel for review, markup and approval purposes. All participants in the contract/financial lifecycle process have immediate electronic access to vital documents which can be queried, viewed, marked up, or used for simultaneous collaboration among multiple participants during review and negotiation processes. Users can design workflow processes to follow contracts and other financial documents from the initiation phase through to renewal phases, while version control ensures users are working with the latest draft of contract and financial documents.

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Automatically manage contract initiation and renewals

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Workflow management to progress documents through key steps

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Collaborate with vendors and internal departments on the negotiation process, in real-time

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Review and approve documents and invoices, including management of hardcopy or digital signatures

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Post-execution compliance tracking and management

manufacturing document management
manufacturing document management
manufacturing document management
manufacturing document management

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Speak with someone from the eQuorum team about ImageSite Manufacturing Document Management.

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IMAGESITE

eQuorum’s comprehensive, yet easy-to-use Engineering Document Management Software provides the solution to manage data - from design through manufacturing and production, to sales, support, and administration.