Source CAD and formats
Identify the authoring systems, exchange formats, units, references, and drawing data in scope.
Migration planning
Move CAD work with a controlled pilot.
Evaluate a representative project before expanding the migration. Confirm geometry, editable design intent, team access, drawings, and downstream exchange in the same test.
Assessment
Understand the data before moving it.
A migration plan should distinguish visual transfer from editable engineering intent. The required result depends on how the model will be changed, reviewed, documented, and delivered after import.
Model structure
Separate parts, assemblies, drawings, standard components, and data that requires special review.
Access and collaboration
Define who needs to create, edit, review, or receive the current design state.
Success criteria
Choose measurable checks for geometry, editability, drawings, review, and downstream delivery.
Pilot workflow
Validate one complete path.
Use the pilot to expose data and process gaps early. Do not assume that opening a file is the same as preserving every modeling relationship or downstream requirement.
- 01
Select a representative project
Choose a real but manageable part or assembly that reflects the intended workflow.
- 02
Prepare the source data
Confirm units, references, file completeness, and the version that should be evaluated.
- 03
Import and inspect
Open the supported source data and check geometry, assembly structure, and drawing requirements.
- 04
Rebuild design intent where needed
Add or refine dimensions, constraints, features, and references required for ongoing editing.
- 05
Test collaboration and delivery
Review permissions, versions, comments, drawings, and the supported export needed downstream.
- 06
Decide the next migration scope
Document what transferred cleanly, what needs rework, and which project should follow.