How We Work | Engineering Automation Process

Our Process

From Discovery to Deployment

We follow a methodical approach that ensures successful automation implementation and long-term maintainability.

Engineering Workflow Discovery

Automation Strategy & Rule Modeling

Prototype Validation

Production-Grade Implementation

Rollout, Training & Support

Engineering Workflow Discovery

We start by deeply understanding your current engineering workflows. This isn't a generic requirements gathering session — it's a detailed technical analysis of how work actually flows through your team.

What We Do:

→ Map existing CAD and calculation workflows
→ Identify repetitive, manual, and error-prone steps
→ Identify edge cases, exceptions, and non-obvious constraints early
→ Document inputs, outputs, and decision logic
→ Assess automation feasibility and ROI potential

Deliverable:

• Workflow documentation and automation feasibility assessment with estimated time savings.
• Clear scope boundaries (what is automated vs intentionally excluded)

Typical manual CAD workflow with revision loops and approval gates.

Automation Strategy and Rule Modeling Diagram

Engineering rules and constraints documented before automation development.

Automation Strategy & Rule Modeling

Based on the discovery findings, we define the automation approach. This includes capturing the engineering rules, logic, and constraints that will drive the automated system.

What We Do:

→ Define automation scope and boundaries
→ Capture engineering rules and decision logic
→ Design the technical architecture
→ Plan CAD API and system integrations

Deliverable:

• Automation specification document with technical approach, rule definitions, and project timeline.
• Rules are documented in a form that engineering teams can review and validate before development

Prototype Validation

This phase validates feasibility before committing to full-scale implementation. Before committing to full development, we build a working prototype that demonstrates the automation in action. This validates the approach and lets you see real results early.

What We Do:

→ Build a functional prototype with core features
→ Test with representative product configurations
→ Validate outputs against existing drawings
→ Gather feedback and refine approach

Deliverable:

Working prototype demonstrating automation for a subset of your product range.

Early CAD prototype used to validate automation logic before production implementation.

Production-Grade CAD Automation Implementation

Production-ready CAD automation built for stability, validation, and long-term use.

Production-Grade Implementation

With the prototype validated, we build the full production system. This phase replaces fragile scripts and one-off logic with maintainable, version-safe CAD software. This includes handling edge cases, error handling, performance optimization, and enterprise-ready features.

What We Do:

→ Complete development of all product variants
→ Implement comprehensive error handling
→ Build user interface and configuration tools
→ Conduct thorough testing and validation

Deliverable:

Production-ready automation system, fully tested and validated.

Rollout, Training & Support

We don't just deliver software and disappear. We ensure your team is trained, documentation is complete, and ongoing support is in place for long-term success.

What We Do:

→ Deploy to production environment
→ Create user and admin documentation
→ Train your engineering team
→ Ensure continuity even when team members change
→ Provide ongoing support and maintenance

Deliverable:

Complete documentation, trained team, and support agreement for ongoing maintenance.

Rollout, Documentation & Engineering Support Diagram

Engineering documentation, internal handover, technical manual style.

Flexibility

Engagement Options

We adapt our engagement to fit your needs and timeline.

Recommended

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Phased Implementation

Break large automation initiatives into phases. Start with high-impact areas, validate results, then expand scope. Most common for first-time engagements.

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Fixed-Scope Projects

Well-defined automation projects with clear deliverables, timeline, and fixed pricing. Ideal for specific, bounded automation needs.

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Long-Term Partnership

Ongoing automation partnership with dedicated resources. Continuous improvement and expansion of automation coverage.

Start with a Free Automation Audit

Step 1 of any engagement is understanding your workflows. We offer a free automation audit to identify opportunities before any commitment. No obligation. No commitment. Just clarity.

Request Free Automation Audit Discuss Your Project