We work directly with your team to understand how people, processes, and technology are currently operating together. Topics covered typically include Document Management, Preconstruction Workflow, Preliminary Budget Monitoring, Cost Management, Construction Management, Project Management, and Shop Drawing and Coordination.

We gather the information needed to understand your current setup, including a review of existing standards, templates, documents and forms, drawing plans, process workflow charts, and the systems currently in use across your organization.

We document current and future-state workflows across Feasibility Studies, Collaboration and Coordination, Pre-Construction Process, and Construction Process. These maps become a practical reference your team can work from long after the assessment is complete.

We define roles and responsibilities, identify the documents and strategic guides your team needs, and outline training and workshop recommendations based on what the assessment reveals.

We produce a proposed schedule for all recommendations, giving your team and leadership a realistic view of what comes next and when.

A Forma assessment is a structured review of how your organization is currently using Autodesk Forma (formerly Autodesk Construction Cloud). It covers platform configuration, team workflows, document management practices, and role alignment. The output is a report and roadmap that identifies where the platform is underperforming and what specific changes will improve it.

A standard implementation sets up Forma from scratch. An optimization assessment is conducted after the platform is already in use. It focuses on diagnosing what is not working in an existing environment and defining a clear improvement plan. Many organizations find they need this service 6 to 18 months after go-live, when early configuration decisions are creating friction in day-to-day workflows.

No. The assessment runs alongside active projects. Workshops and data collection are structured to minimize disruption to your teams while capturing the information needed for a thorough review.

You receive a full report and executive summary with specific recommendations and a timeline. From there, you can proceed with SolidCAD for implementation and configuration, take the roadmap forward independently, or use a combination of both. There is no obligation to continue with SolidCAD after the assessment is complete.

The assessment covers workflows across the full construction project lifecycle, preconstruction, project management, document control, field operations, and coordination teams. SolidCAD tailors the scope based on which teams are actively using Autodesk Forma and where the most friction currently exists.

If your team is already using Autodesk Forma but experiencing workflow friction, low adoption, or configuration issues, an optimization assessment is typically the right starting point. A full re-implementation is usually only necessary when the current setup is so misaligned with your workflows that starting fresh is more efficient than fixing individual issues. SolidCAD helps you make that determination during an initial consultation before any work begins.