OpenBOM Trial Success Program

Get up to speed fast with expert guidance — maximize your trial

and streamline your workflow.

What You Get with OpenBOM Trial Implementation Consulting

Our program is designed to give your team the hands-on support needed to implement OpenBOM using your real-world data and workflows. We focus on the following activities:

Personalized communication with an OpenBOM industry expert.

Live system walkthroughs and tutorials.

Step-by-step guidance to standardize and organize your product data.

Discussion special topics – CAD data inconsistencies, part numbers, and legacy data.

Sharing pre-recorded videos and webinars for long-term learning.

🚀 Optimize Your OpenBOM Trial with Expert Guidance!

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Consulting Process & Deliverables

We deliver structured consulting in three phases to align OpenBOM with your needs and remove roadblocks to adoption: Prepare, Build, Handoff and Purchase.

Phase 1: Prepare

Goal and Timeline: Assess company needs, organize data, set up OpenBOM. (Week 1-2)

🔍 Discovery & Needs Assessment

Define success criteria, review BOM processes, and identify key stakeholders.

📊 Data Preparation & Risk Mitigation

Assess CAD data, eliminate duplicates, and create a data import plan.

🚀 Guided Onboarding

Access our “Prep for Success!” Guide and complete the onboarding questionnaire.

Phase 2: Build

Goal and Timeline: Hands-on implementation with real-world workflows. (Week 3)

💡 Live BOM Process Walkthrough

1-on-1 session to map your BOM process from CAD to procurement.

📚 Ongoing Learning & Resources

24/7 access to the OpenBOM Virtual Course & step-by-step guides.

⚙️ Process Optimization

Integrate ERP, RFQ/PO management, and streamline collaboration.

Phase 3: Handoff

Goal and Timeline: Validate success, fine-tune workflows, and plan for the future. (Week 4)

✅ Final Live Hands-on Session

Work directly with an OpenBOM expert to review your full implementation. Identify any gaps, optimize workflows, and ensure smooth daily operations.

📈 Results Review & Next Steps

Measure efficiency gains, review collaboration improvements, and discuss long-term adoption. Plan future integrations, including ERP, supplier portals, and inventory management.

By the end of this program, your team will:

Fully understand OpenBOM capabilities and how they address real business challenges.

Have a structured and organized sample of the data that reflects your processes.

Example of CAD-to-production workflows

Knowledge and resources for the next steps and long-term OpenBOM success.

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