Foundation Packs
Vault Data Load Discovery
Plan Your Migration into Autodesk Vault Professional with Confidence
Assess your source data, understand your options, and get a clear cost and effort estimate before you migrate. A focused two-day engagement delivered remotely by SolidCAD, an authorized Autodesk reseller and implementation partner.
What Is Vault Data Load Discovery?
Migrating engineering and business data into Autodesk Vault Professional is often the most complex part of any Vault initiative. Source data can vary widely in structure, quality, revision history, and metadata consistency, and what works for one organization rarely transfers directly to another. Vault Data Load Discovery is a two-day engagement designed to help you assess that source data, understand your migration objectives, and determine the most practical approach before any data actually moves.
The right migration strategy depends on your current systems, file types and volumes, business requirements, and what you want your future-state Vault Professional environment to look like. Depending on your situation, this might mean using standard Vault migration features, specialized tools such as the Autodesk Data Transfer Utility (DTU), or a combination of approaches.
The outcome of this engagement is a Rough Order of Magnitude (ROM) that outlines the recommended migration process, scope, assumptions, and estimated costs, giving you a clear basis for budgeting and planning next steps. This engagement pairs naturally with Vault Foundations for organizations implementing Vault Professional for the first time, and with Vault Automation Discovery for organizations that also want to automate workflows once their data is in place.
Why Data Load Planning Matters
A rushed or poorly planned data migration creates problems that follow an organization for years: broken revision histories, inconsistent metadata, duplicate files, and folder structures that no longer make sense once they are inside Vault. Fixing these issues after the fact is far more expensive and disruptive than addressing them during planning.
Vault Data Load Discovery exists to surface these risks early. By reviewing your source data and requirements before migration begins, SolidCAD can identify constraints, flag potential data quality issues, and recommend a migration approach that fits both your technical environment and your business requirements. This is particularly important for organizations with data spread across multiple legacy systems, file shares, or previous PLM and document management tools, and connects closely with broader data management solutions and Product Lifecycle Management (PLM) initiatives.
What's Included in the Discovery Engagement
Preliminary Questionnaire and Source Data Intake
We begin by gathering information about your current systems, file types, data volumes, folder structures, revision approaches, and metadata. This intake also captures the business requirements that will influence the right data load strategy for your organization.
Discovery Workshops and Stakeholder Review Sessions
Through collaborative sessions with your team, we validate data loading goals, understand operational needs, review technical constraints, and identify dependencies that will affect data preparation, testing, and deployment planning. This step ensures the migration plan reflects how your organization actually works, not just how the data is currently organized.
Assessment of Data Load Strategies and Tooling Options
We evaluate standard migration features alongside specialized tools such as the Autodesk Data Transfer Utility (DTU) to determine the most suitable approach based on your source environment and future-state Vault Professional objectives. Different combinations of source systems and target configurations call for different strategies, and this assessment ensures the recommended approach is the right fit rather than a default one.
Rough Order of Magnitude (ROM)
The engagement concludes with a Rough Order of Magnitude summarizing the recommended data loading process, high-level scope, key assumptions, major activities, expected effort, and estimated costs to complete the loading of data into Autodesk Vault. This gives your organization a clear, realistic basis for budgeting and deciding on next steps.
Why Choose SolidCAD for Vault Data Migration in Canada?
Data migration is not just a technical exercise. Done well, it sets the foundation for how your organization will work in Vault Professional for years to come. SolidCAD brings both deep Vault Professional expertise and practical migration experience to every Data Load Discovery engagement, so the recommendations you receive are grounded in what will actually work for your data and your team.
- Authorized Autodesk reseller with certified Vault Professional expertise
- Canadian-based team available in English and French
- Experience with Autodesk Data Transfer Utility (DTU) and other migration tooling
- Clear, fixed-scope discovery engagement with a defined deliverable (the ROM)
- Part of Symetri Group, a global engineering technology partner with 35 years of expertise
If you have not yet implemented Vault Professional, our Vault Foundations package delivers a fixed-cost implementation in 4 to 6 weeks with training included, and includes data migration planning as part of the process.
Frequently Asked Questions about Vault Data Load Discovery
What is Vault Data Load Discovery?
Vault Data Load Discovery is a two-day engagement where SolidCAD reviews your source data and business requirements to determine the best approach for migrating engineering and related data into Autodesk Vault Professional. The engagement results in a Rough Order of Magnitude (ROM) outlining the recommended migration process, scope, assumptions, and estimated costs.
Do we need Vault Professional already installed for this engagement?
No. This engagement is suitable for organizations using either Vault Basic or Vault Professional, as well as organizations planning a migration as part of a new Vault Professional implementation. The discovery focuses on your source data and migration requirements regardless of where you are in your Vault journey.
What is the Autodesk Data Transfer Utility (DTU) and will we need it?
The Autodesk Data Transfer Utility is a specialized tool used in certain Vault migration scenarios to move data into Vault Professional. Whether DTU or another approach is right for your migration depends on your source systems, data volumes, and future-state Vault configuration. This is exactly what the discovery engagement is designed to determine.
What is a Rough Order of Magnitude (ROM) and what will it tell us?
A Rough Order of Magnitude is a high-level estimate that outlines the recommended migration process, scope, key assumptions, major activities, expected effort, and estimated costs. It is designed to give your organization a realistic basis for budgeting and planning the next phase of your Vault data migration, without requiring a full detailed project plan upfront.
How long does the engagement take and how is it delivered?
The core engagement is delivered over two days, typically through remote workshops and review sessions with key stakeholders. Onsite delivery is available as an option if your team prefers an in-person session.
How much does Vault Data Load Discovery cost?
Pricing depends on the scope and complexity of your source data and delivery format (remote or onsite). Contact our team at info@solidcad.ca for a quote tailored to your organization.
How we can help
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