What to call Inventor setup projects for simple catchy names to bosses

[Hunteil]

So every-time I'm talking to my manager or co-worker. I find myself searching for the correct label to call the phase of customizing Inventor to our company needs... I think to help explain the process, a simple name is needed to help emphases the importance of this phase... And I'm asking everyone... Do you have a good label for this?

In retrospect, this phase seems to be a often skipped step in integrating Inventor or other CAD systems to companies and it's important that this step / phase is communicated in a way that management can understand and account for. I find myself in consultant style positions like this all the time and these companies just have no idea what they are doing. There's nothing like going to a company and finding that they've been using a product and have no idea about the setup.

Just in case you don't know what phase I'm talking about. It's everything that deals with customizing Inventor for your company. i.e. Project.ipj, material libraries, templates, blocks, presets, punches, table styles, dimension styles, iProperties, iLogic rules, content center, libraries, Vault integration etc etc etc etc Nothing with the actual modeling, other than being aware of what we'd need to have setup so you can pull on during modeling, which requires research during this phase.

So if you guys have a name idea for this that sounds official. Please share 🙂 Maybe this'll help others explain the process better.

Name idea - Abbreviation (maybe that'll help?)

Inventor Setup Standards - ISS

Inventor Company Standardization - ICS

Inventor Company Customization Project - ICCP

Initial Company Customization for Inventor - ICCFI

Inventor Standards - IS

Inventor Integration Process Phase - IIPP

Inventor Process Integration Phase - IPIP

Software Integration Phase - SIP

Inventor Software Integration Phase - ISIP (<- kinda like this so far)

[JamieVJohnson2]

For me, setting up a program to allow the user to easily follow the company standards is simply that, Standards Configuration (also been called CAD Standards Customization).  Adding code to a program however taking it beyond its out of the box ability via its API, is called Tools Development.  The additional Tools I develop are not intended to replace the CAD designer but enhance the user's toolbox of commands to do their work with.  So we call it Inventor Tools (plus the company's abbreviations).

I tend to add the company's abbreviations to ensure the code and folders are not 'default' to Autodesk, and therefore easily overwritten during an update.

[Hunteil]

CAD Standards Customization is the thing I've been trying to stray away from due to the term standards being synonymous with continuous improvement related work and my audience not being able to get their minds around them thinking I mean standard part files etc.

It's a strange I know. But that's why I'm trying to be more specific with the terms I'm bringing forward.

Also ty for the reply.

[JamieVJohnson2]

Standard parts are a company's catalog.  We have them too.  But that a is different beast.  We have a set of templates and styles I simply call XYZ CAD, a series of DLLs compiled from customization code I call XYZ Tools, and then our Standard Parts (or just Parts) our catalog of reusable designs we engineered, then there are files that are NOT our designs that we store in a Library folder.  That's how I label them on the drives and in Vault.