Inside Our Vault Hands-On Workshop: What Attendees Are Saying (and How to Join the Next One)

Reading about data management only gets you so far. That's why we built our Vault Professional Hands-On Workshop for Data Management: a live, virtual session where you work in Autodesk Vault™ instead of watching someone else do it.

We've now run several of these workshops, and the feedback has been clear. Attendees value getting their hands on the software, seeing multi-CAD data come together in one place, and walking through the same release and change processes their teams deal with every day. Our next session is Thursday, November 19, 10:30 a.m. to 1:00 p.m. CT, and there's still room to save your seat.

What you'll do in the workshop

The workshop is about two and a half hours, fully remote. You get access to a virtual environment with the software already set up, so you don't need Autodesk products installed on your machine. Hagerman Solutions Engineer Gary Bergero guides each step while you work through a realistic product data scenario:

1. Check files into Vault. Bring new Inventor design data under control.
2. Build Items and a single BOM. Create Items from Inventor, AutoCAD Electrical, and SolidWorks data, then combine them into one master assembly and bill of materials.
3. Run a release cycle. Move that multi-CAD structure from work-in-progress to approved.
4. Process an engineering change. Revise the Inventor assembly, update the Item, and release the new revision.
5. View released data the way other teams do. Open approved data in the Vault Thin Client, just as purchasing, quality, or the shop floor would.

No prior Vault experience is required. If you know how design data moves between CAD tools on your team, you'll get even more out of it.

What attendees are saying

After each session, we ask attendees what worked and what they'll take back to their teams. A few themes keep coming up.

"Great presenter! The best hands-on workshop that I have ever attended. Using the pre-set-up 2027 Autodesk Inventor was a great idea and it worked without any issues." — Byron, workshop attendee

Working in the software beats watching a demo. The virtual environment is consistently named as the most useful part of the session. Because everything is preconfigured, attendees spend their time learning Vault, not troubleshooting installs.

Seeing multi-CAD data come together clicks. One attendee said the workshop "showed the value of being able to group together items from different software." For teams juggling Inventor, AutoCAD Electrical, and SolidWorks files, building one BOM from all three makes the case for Vault fast.

Engineering change is where it gets real. Processing an engineering change from revision to release was another standout. It mirrors the work that eats up the most time when it's handled through shared drives and email.

It works for newcomers, too. Attendees who are new to Vault (or new to their company) say the workshop gave them a clear picture of what an organized data system looks like, and a starting point for building their skills.

When we asked about their biggest data management challenges, attendees pointed to the same issues the workshop tackles: revision control and engineering change management, keeping BOMs accurate, getting released data to purchasing, quality, and the shop floor, and driving user adoption.

Who should attend

This workshop is a good fit if you're:

• An engineering leader trying to get control of design data before it slows down releases
• A PDM or PLM evaluator who wants to see Vault Professional in action before making a decision
• A CAD administrator supporting Inventor, AutoCAD Electrical, SolidWorks, or a mix
• Already on Vault Basic and wondering what Vault Professional adds
• Anyone whose files still live on shared drives and local machines, and who knows that won't scale

Join an upcoming session

Our next Vault Professional Hands-On Workshop is coming up soon:

Seats are limited because every attendee gets their own virtual environment. Reserve your spot for November 19, and keep an eye on our events page for more dates.

Can't make it, or want to talk through what Vault would look like for your team? Our data management advisors can help you map out where you are today and what a realistic next step looks like. Reach out to Hagerman to start the conversation.