It has been a great year looking back upon 2011! Many of us have been very busy and have accomplished many goals. I was asked to continue my PTC U Certifications within the Windchill course offerings alongside keeping up with the new Creo Elements Pro 5.0 (ProEngineer Wildfire 5.0) courses. I will continue to talk about Windchill during next week’s topic. This week I would like to reflect on those customers that have accomplished their goal of learning a new CAD system. Here is one perspective on switching CAD software from someone who has done it before.

Lately, I have had many customers that have taken my Introduction to Creo Elements Pro 5.0 course with extensive prior knowledge of a different CAD system. These experts of the other CAD system usually always appear a little reluctant to learn something new. I can totally understand! These customers are being asked to take a week off from being productive at work as well as their productivity will be down while trying to produce work within a new CAD system. In addition to this their old habits, comfort, etc. will be put the test and will most likely have to be either lost or recreated. All of this equals stress!

As I teach these customers I like to take away that stress. The less stressful I can make the training environment the better it is for learning. Switching CAD software is a process. I too made a similar switch a dozen years ago when I learned Pro/ENGINEER being a prior AutoCAD user. This switch from a 2D CAD system to a 3D CAD system can be the most difficult scenario I run into. I like to let the customer know this fact to ease any of their frustrations they are having during class, as well as reassure them that they are doing really well in the learning process. I also like to let the customer know of similar or different terminologies and concepts. However, they soon learn that this 3D element opens a whole new world of capabilities and precision.

Another common customer I run into during these Introduction classes are ones switching from a smaller company to a larger company. Sometimes smaller or startup companies go with a less powerful CAD choice like Inventor, Solid Edge, or Solid Works. When customers leave those positions in search of new opportunities they tend to find themselves having to now learn a version of Pro. This switch is not as difficult if the learner is actually willing to except the change. Meaning, I sometimes find an individual in my class that will not be 100% to the change even though they openly admit that Pro is a much more powerful CAD system and they even understand that many of the other parametric 3D CAD systems are based off if it. This customer will still wish they can continue to use their old CAD system.

Both situations go back to the customer’s habits and comfort. To ease the transition of switching CAD software I tell them that the only cure I know of is to make switch with an open mind and build more models. The more models they build, the more time on the system, and the more they will understand it. I can even see this during the one week I spend with them. Thursday and Friday are always easier for all learners during the Intro class than Monday was. I must run and prepare for some Windchill training next week…Take care!

You may or may not have heard of the term Extensioneering. We believe it was coined by one of our customers when he explained how we work with his internal engineering team. We literally became an extension of his group. Little did we know at the time, but it says a lot about how the Design and Engineering group at EAC approaches projects and working relationships with customers.

We now like to refer to what we do as ‘Extensioneering’ rather than consulting or outsourcing as these terms tend to have a stigma attached to them.

Outsourcing your Engineering Projects

In reality, what do you think of when you hear outsourcing;

• Why would I let someone else do my work?
• I don’t want to tell someone how to do it or explain what I need when I can do it myself.
• They won’t get it right.
• Outsource… doesn’t that mean to send it off to China or overseas?
• Toss it over the wall and see what comes back.

Some of the comments or statements may be true in certain situations. Some of these ideas stem from poor experiences in the past. And the worst may just be due to job security. Most of the bad rap that outsourcing or consulting gets is due to poorly set expectations. You should never have to lower the expectations of what you will be getting from your outsource partner, but do discuss expectations with them from the onset before any work is actually performed.  Doing this early will ensure you get a project completed and the deliverables will meet your needs.

I can’t tell you that outsourcing or extensioneering is the right solution for your company or project and I would like to tell you to send all your overflow, R&D type of projects to us (this is what we do) but that’s not the point of this post.

Design and Engineer Outsourcing Options

So here are some simple things to think about when choosing a design outsource (Extensioneering) partner;

• What is the communication schedule that you will have on the project?
• How responsive were they when you approached them on the project?
• In the discussion of the project, were they truly interested in the project? Will they provide some amount of potential education back to you (if needed) or vice versa?
• How many resources can be applied, both from your company and the potential design partner?
• What have they worked on before  It’s not always a bad thing if they haven’t done “what you do”. This allows for some out of the box thinking and fresh approaches.
• What software is to be used? Not just the CAD, but the data and project management aspect as well.
• What is the expected timeline for the project? Remember that the design partner schedule may also be dependent on what you can provide them in regards to communication and reviews.

Check out more about our Design and Engineering Services here.