Onboarding What the first two weeks actually involve.

Four things. None of them requires a workshop.

• Your title block and template files. Native format, not a PDF. This is the single item that most often delays a first package.
• A sample of your standards. Two or three recent sets that represent how you want work drawn. Marked up is better than clean, because the corrections tell us more than the drawings do.
• The specification and finish schedule for the first package.
• One named contact on your side who can answer a convention question without escalating it.

That is the handover. If your conventions are undocumented, which is common, we record what your sets actually show and confirm it with you rather than asking you to write a standards manual first.

The Standards Record is opened for your account and populated from what you sent. Layer conventions, dimensioning practice, tagging scheme, hardware preferences, construction defaults and the details you reuse.

That record is versioned. When you correct something on a package, the correction goes into the record rather than into one detailer's memory, which is why the second project starts closer to finished than the first.

A named contact is assigned on our side too. You are not routing questions into a general queue.

Not a pilot in the marketing sense. A real package, small enough that a misunderstanding costs a conversation rather than a schedule.

It runs through the full process, including two-stage checking, so what you see is what the arrangement actually produces rather than a first impression. The comments that come back on it are the most useful part of onboarding, and they usually reshape the Standards Record more than the initial handover did.

Honestly: a few hours, concentrated at the start.

Assembling the template files and sample sets is the bulk of it. After that it is answering convention questions as they arise, and reviewing the first package when it returns.

The load falls sharply after the first package. That is the point of the Standards Record, and it is the difference between onboarding a supplier and permanently supervising one.

• No software for you to install. We work in your platform, on your conventions.
• No process change on your side. The submittal goes out under your title block, through your contractual route, as your submittal.
• No lengthy discovery phase. The first package is the discovery.

Start with one package →