ASSESSMENT RESOURCES
Enterprise AI and PDM Assessment Resources
Free AI readiness, PDM health/migration and batch drawing acceptance worksheets for defining project scope.
Download editable UTF-8 text without providing contact details. These planning tools are not quotations, acceptance guarantees or customer results. Do not send passwords, API keys or unauthorized confidential drawings in initial inquiries.
Enterprise AI readiness worksheet
Define sources, access, representative questions, deployment and acceptance before hardware selection.
Open checklist
- Owner, department and workflow to improve:
- Pilot team, roles, users and concurrency:
- ERP/PDM/MES/M365/files: vendors, versions, interfaces and owners:
- Formats, volumes, revisions, update frequency, scans and duplicates:
- Identity, source ACLs, allowed/denied roles and offboarding:
- External-processing limits for prompts, passages, logs, indexes and backups:
- On-premises/cloud/hybrid candidates; network, hardware and license limits:
- Representative questions, expected sources, missing/conflicting/obsolete cases:
- Acceptance samples: citations, denied access, freshness and latency:
- Usage, budget, operations, backups, alerts and incident ownership:
- Open issues, exclusions and next step:
PDM health-check and migration worksheet
Review environment, database/file store, proven restore, cutover and recovery ownership.
Open checklist
- Valid existing licenses, maintenance end date or independent non-renewal decision, planned post-maintenance implementation:
- Contractual third-party access/development/migration limits, API/SDK rights and confirmation owner; no work before confirmation:
- PDM/CAD/database/OS vendors, versions and support; SOLIDWORKS PDM edition and service pack:
- Servers, databases, vault/archive, capacity, counts and network:
- Accounts, identity, permissions, DNS, certificates and firewall:
- License servers, relocation conditions, documents and contact:
- Custom code, jobs, plotting, APIs, ERP/MES and dependencies:
- Backup scope, timing, location and restore evidence; SOLIDWORKS PDM vault SQL, ConisioMasterDb, Archive Server settings and physical archives:
- Current failures, performance baseline and prioritized risks:
- Target compatibility, upgrade decision and isolated rehearsal:
- Outage, write freeze, delta sync, notifications and owners:
- Go/no-go, rollback triggers, owner and old-system retention:
- Acceptance: counts/revisions, roles, CAD, BOM, interfaces and performance:
- Backup, monitoring, open issues, SOP and handover:
PDM batch drawing acceptance worksheet
Agree selection, revisions, formats, naming, retries and drawing-quality evidence.
Open checklist
- Valid existing licenses, ended maintenance and approved API/SDK/Task Host rights; not replacement vendor maintenance:
- PDM/CAD versions, conversion tools and licenses; SOLIDWORKS PDM edition, Convert tasks and Task Hosts:
- Selection: drawing list/BOM/project/folder/release:
- Revision rule and exclusion of unreleased/obsolete/unauthorized files:
- Related drawings, attachments, sheets and alternates:
- Source/target formats, sample numbers, revisions, sheets and sizes:
- Naming, collisions, folders and recipient access:
- Paper, scale, orientation, fonts, lines, colors, watermark and border:
- Batch size, duration, timeout and interrupted-job recovery:
- Missing fonts/references/licenses, error reasons and per-item retry:
- Success/failure/skipped report with source ID, revision and time:
- Test result: pass/fail/pending; evidence and remediation owner:
- Operations, troubleshooting, settings backup and acceptance sign-off:
SmartBook product introduction
The existing video introduces the product; it is not a customer result or full operating demonstration. Discuss approved test data and roles for a tailored demonstration.