MB 2026-01-09

This page is Read Only. Please copy the contents of this page into a Wiki post on your own company 3DEXPERIENCE platform or download the PDF version at the bottom of this page.

Use the prompts to discuss your requirements. (Delete or add to the list as required)..

Outcomes and Measures of Success:

See this document to review the your Outcomes and Measures of Success.

Use this information to help define the below planning document.

This document outlines the clients needs and when they wish to achieve them. Take time at regular intervals to check off outcomes with the client.

Client Information:

Work with your reseller partner and/or Dassault Systemes to define the key information for your implementation journey.

What roles were purchased how these are intended to be used?
What are the key milestones to achieve your Outcomes and Measures of Success?

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Hardware Requirements:

List any possible hardware needs to support the 3DEXPERIENCE Works implementation.

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Useful resources:

Cloud Eligibility Tool

Check the compatibility of your hardware environment for 3DEXPERIENCE platform on cloud

Certified Workstations

See the complete list of certified workstations for installed apps on the 3DEXPERIENCE platform

Systems Change:

Describe if the implementation will require a change of system or if the new roles will be added.

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Expected Users:

List the expected users and if known what roles they will be assigned.

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Expected Projects/Customers:

Describe the intended project scope and if this includes customers or not. For example, the project scope could start with a certain project, all new projects, etc.

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Data Migration:

Does the implementation require any data migration? If so document what and how much time will be required.

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Key Functionality and Processes

To achieve the desired outcomes and success, what are the key functionalities or new processes that will need to be implemented? List them below:

Future Phases:

To achieve the desired outcomes and success, what are the key areas of functionality or new processes will be implemented or investigated in a future phase? List them below:

Timescales:

What are the timescales for the implementation. List stages, milestones, changes, reviews, go live, etc:

Training:

During the implementation, training will be needed for the users listed above. Describe what training will be delivered below: