CONTENT

Introduction

Chapter 1 What’s Involved: Defining the Position
Overview of Tasks
The Real Tasks
More Examples
Task List Conclusions
Understanding the Users’ Perspective
Management’s Perspective
You’re Never Done, Though
Balancing Tasks and Perspectives
Simplifying Your CAD Management Equation
The Business Angle: Money Talks!
A Quick Example
Evaluating Tasks Based on Finances
Gaining the Power to Do Your Job
Making It Happen

Chapter 2 Taking Stock of Your Current Situation
User Skills Assessment
Deploying a Test
Interpreting Results
Attitudinal and Management Issues
Drawing Conclusions
Software Assessment
Summarizing Your Findings
Hardware Assessment
Example Case Revisited
Drawing Conclusions
IT Assessments
Network Changes
File Sharing/Security
The Working Relationship
Finding Red Flags in Your Assessment
Conclusions Drawn
Budgetary Assessment
Making the Assessment
Find the Disconnects
Drawing Conclusions
Standards/Process Assessments
A Formulaic Approach
Getting Ideas
No Shortcuts
Drawing Conclusions
Prioritizing Based on Need

Chapter 3 Managing Your Management
Manage: Not Manipulate
Debunking the Myths
Why Management Is out of the Technology Loop
Meeting Company Needs—Not User Wants
Explaining Standards to Management
Managing Management’s Expectations
Reporting to Your Management
Why Reporting Matters so Much
Avoiding the Technology vs. Management Trap via
Clear Communication
It’s All About Balance

Chapter 4 Managing Standards
Formulating and Writing Standards
Existing Standards: AIA, U.S. National CAD Standard, and Others
Information Exchange
Vendor Control via Standards
Auditing and Taking Control
Working to Client Standards
Getting Started
Outsourcing Control
Standard Application Deployment
Managing the Multi-CAD Office
Processes Will Change; React Accordingly
Documenting What You’ve Found
Standards Enforcement via Management
Getting Help with Enforcement
Bringing It All Together

Chapter 5 Training, Hiring, and Managing Users
Training Methodology
Sorting Out the Methods
Building a Training Plan
Identifying Training Needs
Connecting Training and Standards
Fixing Processes/Standards (If Required)
Delivering Your Own Training
Prepare with Good Materials
Delivering Training
Recycling Training for Maximum Effect
Hiring and Testing Staff
Avoiding Bad Hires
Prioritizing the Candidates
Selling the Value
Diagnosing Existing User Skills
Encouraging Self Study
Making the Most of Your Power Users
Creating Junior CAD Managers
Handling Renegade Users
Summary

Chapter 6 Managing Software (and Change)
Changing Methods
Understanding Software Licensing
It’s Not Really Your Software
It’s Really a Lease
Licensing Limitations
Purchasing Software
Informing Management
Performing Upgrades
Understanding the True Cost
Computing the Benefits
Making the Decision
Upgrade Barriers
Training Notes
Closing Thoughts
Easing the Transition
Juggling It All
Analyzing 3D Migration
Handling Objections
Knowing What to Buy
Setting Management’s Expectations
Budgeting Notes
Setting the Time Table
Managing Complex File Relationships
Putting It All Together
Summary
Chapter 7 Understanding Financial Processes
Budgeting
Managing Perception
Gathering Data
Changing Parameters
Using a Disciplined Approach
The Faster/Cheaper Paradigm
Examining Old Projects
Faster or Cheaper, or (We Hope) Both
Faster/Cheaper Data
Thinking Like Management
Finding the Faster/Cheaper
Planning for the Future (via the Past)
Faster/Cheaper Internet
The Possibilities
Using ROI Metrics
Defining ROI
Computing a Quick Example
Drawing Conclusions
Putting ROI to Use
Performing Bottleneck Analyses
Building Your Own Case
Bottlenecking Conclusions
Chapter 8 Building a Long-Term Plan
Capturing Good Ideas
Prioritizing Ideas on a Cost Basis
Prioritizing Ideas on a Complexity Basis
Prioritizing Ideas on a Cost-Savings Basis
Documenting Your Processes
Plan the Work, Work the Plan
Sequencing Your Approach
Writing an ROI-Focused Summary of Your Plan
Selling Users
If You Can’t Sell It, Watch Out
Implementing Your Plan One Step at a Time
It All Comes Together

Chapter 9 Managing Networks, IT, and Hardware
How Much IT Do You Need to Know?
Quantifying Networks: A Facilitating Tool or a
Barrier to Productivity?
Understanding the Environment
Storing Data
Running Software
Buying the Right Hardware
Justifying Fast Hardware
Summing Up
Getting Involved with IT Planning
Planning for Survival
Operating Systems

Chapter 10 Building Crucial Skills
Assessing Your Learning Style
Learning Efficiently Is Essential
Learning Methods and Resources
Peer Activities
Learning What to Manage
Building Your Management Style
Understanding Your Company
Selling Yourself
Writing Better
Speaking Better
Reporting Effectively
Documenting ROI
Learning Programming
Visual Basic and AutoLISP
AutoLISP Resources
Visual Basic Resources

Chapter 11 Protecting Your Data
Identifying Intellectual Property
Locating Intellectual Property
Securing Files
Securing In-House Data
Limiting What You Share via Formats
Limiting What You Share via Tools
Contractually Binding Agreements
In Conclusion
Controlling Projects with Contracts
Bonus: Document-Management Overview
Defining EDM/PDM/PLM
Identifying System Types
Identifying Scalability
Identifying System Components
Evaluating Costs
Going Shopping
Justifying Costs with Savings
EDM Wrap Up
Summing Up

Appendix A: Optimizing Software Performance
Identifying Software Types
Networking Factors
Understanding the Environment
Storing Data
Harmonizing Software with Networks
Summary

Appendix B: Tips for AutoCAD Environments
Appendix C: Tips for Manufacturing Environments
Appendix D: Tips for AEC Environments
Appendix E Tips for Civil Engineering Environments
Appendix F: Tips for mixed Autodesk Environments
(AutoCAD, Revit, Inventor, Civil 3D)
Appendix G: Tips for SolidWorks-Based Environments
An Open Letter to Senior Management
Index