Developing the

Business Case
for Engineering
Information Management

Scott Lamond
Vice President, Marketing & Partnerships
Goals:
1) Provide insights and a tool to help you develop your business case

2) Work through scenarios together to quantify Adept’s impact

Synergis Software Overview
• 27 years experience developing, implementing & supporting
enterprise information management solutions

• More than 70,000 worldwide users

• Used in more than 25 countries on 6 continents

• Privately held, no long-term debt or venture capital obligations

• 100 employees, average tenure over 8 years

Adept Benefits
Easy to implement, use
and maintain

On-premise install and

remote hosting options

Available in multiple
languages
Transmittal
Security Automation:
FastIntegration:
Access:
Collaboration:
& Control:
Visualization:
Compliance:
CAD
Workflow:
Automate
Findmarkup
Across
Protect
••••• •View,
Streamline
Robust data transmittal
documents andlocated
departments
intellectual creation,
and
compare
compliance
management anywhere
property
global
with
inside from
sites
hundreds
industry
CAD apps
Automate
anywhere
manual processes
• •• of distribution
With
Secureexternal
Bi-driectional
file types
regulations and
vaulting
and management
contractors,
without
standards encrypting
vendors,
property/attribute updating US-based support &
• Route
Manage
documents
Full text and metadata
complex
for approvals
CAD filesearching
relationships development team
customers
• •• •2D your
and files
Identify 3D and folders
CAD, raster,
bottlenecks graphics,
Know that
•• AutoCAD, you always, Electrical,
Mechanical have the correct
Granular
• office,
Email PDF control
formatsover
notifications
version & access
time-based
Navisorks, Inventor, SolidWorks,
• • •TurnRevision
layers
Vault
alerts control
on/off,soexplode
replication everyoneand is working
MicroStation
interrogate 3D models
locally
Frost & Sullivan: “Best Customer Service in Global EIM Market”
A Sample of our Clients…
Utilities & Energy

Process and Pharmaceuticals

Oil & Gas

Mining Infrastructure

Manufacturing

Government & Government Contractors

EPC & AEC Other

Faster Document
Access
& Elimination of Rework
How Adept Speeds Document Access
& Eliminates the Need to Recreate Lost Files
• Searches locate files anywhere, regardless of what server or folder

• Metadata-based searching

• Saved searches, Favorites, Recently Used

• Full text search

• FileGuide – browse a flexible tree structure based on metadata

• Always find the latest revision

Accelerate Project
Startup
or Time to Market
How Adept Speeds Project Startup
or Time to Market
• Unite a project team or enterprise on a single version of the truth

• Enable fast document access to team members located anywhere

• Automate workflow with notifications and time-based alerts

• Streamline collaboration across sites and with external contractors

How Adept Speeds Project Startup
or Time to Market
• Reduce project handover time from months to weeks
• Tight integration with 2D/3D CAD improves efficiency and data integrity
• Eliminate design errors and promote design standardization and re-use
Accelerate Project Startup
• Dow Chemical: A plant that gets to production 1 to 2 days
faster may result in $1M to $1.6M per day in gross margin
Streamline Engineering
Change Management
& any document workflow process
How Adept Streamlines
Engineering Change Management
1. Eliminates some percentage of changes orders
– Ensures everyone is working with the correct version
– Ensures parent-child relationships remain intact
– Increases standardization
– Increases design re-use
– Everyone is connected through a single version of the truth
How Adept Streamlines
Engineering Change Management
2. Makes change process more efficient
– Paper/email methods are slow, error-prone, difficult to manage
– Easily configurable workflow automates manual processes
– Acts as a traffic cop, ensuring the necessary approvals, in order
– Time-based alerts and notifications keep everything on track
– Provides visibility to the status of any workflow in process
IP Protection
IP Protection
IP Protection
• The company is at risk, on a large scale, if proprietary information is stolen

• “…$600 billion in losses sustained by U.S. companies from the theft of

intellectual property.” NY Times

• Adept was created 27 years ago because a Synergis customer had IP stolen
How Adept Supports
IP Protection
• Secure vaulting to protect documents

• Granular control over document access

• Audit trail for every action that occurs to a document

• Reporting to spot unusual occurrences worth investigating

Reduce Risk and
Streamline Compliance
with Industry Regulations
Reduce Risk and Streamline Compliance
with Industry Regulations
• FDA-21-CFR-11

• Int’l Traffic in Arms (ITAR)

• OSHA 1910

• FERC / NERC

• ISO-9001

• General Data Protection Regulation (GDPR)

Reduce Risk and Streamline Compliance
with Industry Regulations
• Avg. cost of being non-compliant is $14.8M (2018), a 45% increase since 2011

• Avg. cost to manage compliance for a large organization is $5.5M, a 43% increase

• Organizations annually spend ~ $2M on data security, $1.3M on compliance related

platforms, $1M on incident response, and $750,000 on audit & assessments

• Some industries spend 25% of ann. budget to ensure no compliance issues occur
How Adept Helps Reduce Risk
& Streamline Compliance with Industry Regulations
• Assures proper documentation, version control and review/approval processes

• Robust Audit Trail provides a record of every action to a document

• Simplifies, expedites, and ensures the accuracy of compliance processes

• Allows you to classify data for legal purposes in audits, and make the data
retrievable by those responsible for conducting audits (internal or external)

• Records Retention - Assign and track document removal dates

Enable Efficient
Global Collaboration
How Adept Enables
Global Collaboration
• Trying to collaborate across departments, sites and with external partners using
Windows folders is not practical, and SharePoint is slow toolkit

• Adept provides a central repository so everyone is on the same page

• Vault replication to ensure teams everywhere have local (fast) access to documents.

• Visualization, markup and compare allows all stakeholders to share input on a design
Enable Global Collaboration
While the ROI calculator is focused on the benefits of vault replication, here are some
other areas you can assign value to:
• Far fewer steps to share documents

– Search... Select... Assign or Transmittal

• Project data is more reliable with everyone on one platform

• Avoid the cost of manually managing project files across several contractors

• No need for IT to install & maintain separate viewers for different applications
Reduce Costs
Associated with Rework & Scrap
How Adept Reduces Costs Associated
with Manufacturing or Construction Rework and Scrap
Adept helps organizations create higher quality designs with…
• Improved data integrity
• Easier to enforce design standards
• Built in approval process to ensure quality
• Design reuse to leverage what has already been proven
• Manufacturing has visibility to pending ECOs
Automate the Creation
and Management
of Transmittal Packages
How Adept Automates the Creation
& Management of Transmittal Packages
• Quickly find all the documents you need for the transmittal

• Ensures you always have the right version of each file

• Include (or exclude) related files (XREFs, Parts, Assemblies, etc.)

• Cover sheet is automatically created based on selected metadata

• Transmittals can go through automated approval process

• Transmittals are maintained so you have a record of delivery

Avoid a Plant Shutdown or Utility Outage
How Adept Helps Avoid
a Plant Shutdown or Utility Outage
• Improved quality of work
• More reliable management of engineering change
• Maintenance and engineering are on the same page
• Improved data integrity
• Tighter security
• Greater visibility for improved decision making
Alleviate Current
Document Management,
EIM or PDM System Costs
Alleviate Current Document Management,
EIM or PDM System Costs
• Software or Subscription
• Support contracts
• Maintenance fees
• Infrastructure
• Upgrade costs
• Systems administration and support
Summary
Business Value of Adept
- Year 1 Example
Other ROI Factors
• Improved decision making through easy access to relevant data
• Integration with other business systems, eliminating manual
data entry, reducing errors, and automating processes
• Support litigation with historical records
• Peace of mind
Learn more…

• Schedule an ROI session with an Adept expert focused on your business

• Request a copy of the ROI calculator
• Schedule a customized, one-on-one demonstration of Adept

Go to the Chat box in the GoToWebinar pane, click on the link to request an
ROI session, a copy of the ROI calculator, or a one-on-one demo.
Questions?