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The Deliverables You Can Expect from a CAD Consulting Project

Hagerman & Company

The Deliverables You Can Expect from a CAD Consulting Project
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What Deliverables Come with a CAD Consulting Engagement?

Every CAD consulting engagement produces a mix of strategic insight and practical tools—assets that your team can use to maintain, grow, and optimize your design environment over time. In a survey of design professionals, 61% of respondents said tight integration between CAD and PLM/PDM systems had a “high to very high” impact on productivity. 

While deliverables vary based on project goals, most consulting projects generate documentation, configuration, and automation outputs that continue adding value long after launch. 

Common deliverables include: 

  • Workflow documentation and process maps outlining current-state challenges and recommended improvements. 
  • Standardized templates and libraries that ensure consistent drawings, title blocks, and metadata across teams. 
  • Configuration guides and setup files for CAD systems such as Autodesk Vault, Fusion, or other integrated tools. 
  • Custom automation scripts or utilities (e.g., LISP, iLogic, or .NET) to eliminate repetitive design or data-entry tasks. 
  • Integration frameworks connecting CAD with PLM, ERP, or document management platforms. 
  • Training materials and handoff documentation to support user adoption and ongoing maintenance. 
  • Performance and ROI reports summarizing measurable gains, system improvements, and next-step recommendations. 

These deliverables transform consulting recommendations into tangible results—bridging the gap between design strategy and daily execution. The result is a more reliable, efficient, and scalable CAD environment that continues improving long after the engagement concludes. 

At Hagerman & Company, our CAD Consulting Solutions deliver these outcomes with depth and precision. Whether your team needs standardization, automation, integrations, or training, we help transform complex workflows into optimized, resilient systems. Connect with our team today to learn what our CAD Consulting Solutions can help you achieve! 

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