What Is Vault Automation Discovery?
Most organizations running Autodesk Vault Professional are only using a fraction of what the platform can do. Vault Automation Discovery is a one-day engagement designed to change that. SolidCAD works directly with your team to understand how Vault Professional is currently being used, review the business processes that surround it, and identify the manual steps, bottlenecks, handoffs, and approvals that are good candidates for automation.
The goal is simple: align Vault Professional’s automation capabilities with how your organization actually works. Automation opportunities can include user-initiated processes, lifecycle or state-change triggers, or other actions performed within Vault. By the end of the engagement, you will have a clear picture of where Vault automation can deliver the most value, along with a defined path toward a custom solution built around your environment and goals.
This engagement is a natural next step for organizations that have already completed Vault Foundations implementation and are now looking to get more out of their investment, or for any team running Autodesk Vault Professional that wants to reduce repetitive manual work. If your data migration into Vault Professional has not yet been planned, our Vault Data Load Discovery engagement is a good starting point before moving into automation.
Why Vault Workflow Automation Matters
Engineering and data management teams lose significant time to repetitive tasks that Vault Professional is already capable of handling automatically. Manual file state changes, repetitive approval routing, inconsistent naming and numbering, and duplicated data entry between Vault and other systems all add up. Over time these small inefficiencies become part of the normal workflow and are rarely questioned, even though they are costing the organization hours every week.
Vault automation consulting is not about replacing your team’s judgment. It is about removing the repetitive, rules-based work so your team can focus on the engineering decisions that actually require their expertise. The right automation, applied to the right process, reduces errors, improves consistency across projects, and speeds up the day-to-day execution of critical tasks.
What's Included in the Discovery Engagement
Discovery Workshop
We start with collaborative working sessions involving the people who use Vault Professional every day. These sessions are designed to surface how the system is actually being used, not just how it was originally configured, and to capture the pain points, dependencies, and goals that matter most to your team.
Process and Workflow Review
Next, we evaluate the workflows, user actions, approvals, lifecycle transitions, and handoffs that happen in and around Vault. This review identifies exactly where automation can improve efficiency and consistency without disrupting the parts of your process that are already working well.
Opportunity Assessment
Every automation candidate identified during the workshop and review is assessed and prioritized. This includes manual processes, lifecycle or state-change activities, and other actions that can be leveraged within Vault Professional. The result is a ranked list of opportunities based on impact and feasibility, not just a wish list.
Findings Review
We present our key observations and recommended focus areas directly to your team, along with a discussion of the business value, considerations, and expected outcomes for each shortlisted automation opportunity. This is a working session, not just a report handoff. Your team’s input shapes the final priorities.
Recommended Next Steps
The engagement concludes with a clear summary of findings and a statement of work outlining the proposed development of a custom automation solution aligned with your requirements. From here, your organization can move directly into implementation with SolidCAD or use the findings to plan internally.
Why Choose SolidCAD for Vault Automation in Canada?
SolidCAD is an authorized Autodesk reseller and implementation partner with hands-on experience deploying and optimizing Vault Professional for organizations across Canada. We understand both the technical capabilities of Vault and the operational realities of engineering teams, which means our automation recommendations are grounded in what will actually work in your environment, not just what is technically possible.
- Authorized Autodesk reseller with certified Vault Professional expertise
- Canadian-based team available in English and French
- Direct experience with Vault implementations through our Vault Foundations program
- Clear, fixed-scope discovery engagement with a defined deliverable
- Part of Symetri Group, a global engineering technology partner with 35 years of expertise
If you are just getting started with Vault Professional, our Vault Foundations package delivers a fixed-cost implementation in 4 to 6 weeks with training included. Vault Automation Discovery is designed for organizations that already have Vault running and want to identify where it can do more. For broader implementation support, visit our Autodesk Vault Implementation services page.
Frequently Asked Questions about Vault Automation Discovery
What is Vault Automation Discovery?
Vault Automation Discovery is a one-day engagement where SolidCAD works with your team to review how Autodesk Vault Professional is currently used, identify manual processes and bottlenecks, and assess where workflow automation can deliver the most value. The engagement ends with a findings review and a recommended path toward a custom automation solution.
Do we need to already have Vault Professional implemented?
Yes. Vault Automation Discovery is designed for organizations that already have Autodesk Vault Professional in place and want to identify opportunities to automate existing workflows. If you have not yet implemented Vault, our Vault Foundations package is the right starting point.
What kind of workflows can be automated in Vault Professional?
Common automation opportunities include lifecycle and state-change triggers, approval routing, file naming and numbering conventions, notifications, and repetitive user-initiated processes such as copy design or category changes. The specific opportunities for your organization depend on how your team currently works, which is exactly what the discovery engagement is designed to uncover.
How long does the Discovery engagement take?
The core engagement is delivered in one day, typically through remote workshops with key stakeholders. Onsite delivery is available as an option if your team prefers an in-person session. Following the engagement, SolidCAD prepares a findings summary and recommended next steps.
What happens after the Discovery engagement?
You will receive a summary of findings along with a statement of work outlining a proposed custom automation solution based on the prioritized opportunities identified during the engagement. From there, SolidCAD can move directly into development, or your team can use the findings to plan and budget for future work.
How much does Vault Automation Discovery cost?
Pricing depends on the scope 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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