Every CAD consulting project follows a structured process designed to uncover inefficiencies, recommend improvements, and deliver tangible results. While the exact approach varies by organization and goals, most consulting engagements follow a series of common phases that build on one another.
Assessment and Discovery: Review of existing CAD environments, workflows, and standards to identify performance gaps and opportunities.
Gap Analysis and Recommendations: Benchmarking current practices against best practices, with prioritized recommendations for improvement.
Solution Design and Planning: Development of a technical and procedural roadmap, including integrations, automation opportunities, and configuration strategies.
Implementation and Configuration: Deployment of changes (such as system setup, template development, or automation scripts) tailored to organizational needs.
Testing and Validation: Verification that new configurations, workflows, and data standards meet performance and quality requirements.
Training and Knowledge Transfer: Equipping users with the skills and documentation needed to adopt and maintain new systems confidently.
Post-Implementation Support: Ongoing assistance through system monitoring, troubleshooting, performance tuning, and upgrade planning.
By progressing through these phases, organizations move from identifying challenges to embedding lasting improvements across their CAD environments. Each stage produces tangible outcomes—from workflow documentation to automation tools—that strengthen productivity and collaboration. For example, when Vollers partnered with Hagerman & Company, this structured approach helped them improve consistency across projects and enhance collaboration between teams, even cutting project times by 10%.
At Hagerman & Company, our CAD Consulting Solutions team applies decades of experience across industries to guide clients through every phase of this process. Contact us today to discuss how we can support your next project!