side-img
Scenario workflow

Aftermarket Service Operations

Help Equipment teams carry approved engineering context into service, maintenance, and aftermarket execution without rebuilding the package each time.

What teams usually need to keep aligned

Coordinate complex assemblies, service operations, training, and service content across installed fleets.

1

Control the approved baseline

Keep the current model, supporting documents, and release checkpoints connected so teams stop working from different versions.

2

Bring the right people into the workflow

Use project, role, and external-collaboration permissions so reviewers, suppliers, service teams, or trainers see only what they need.

3

Reuse the result downstream

Once the engineering baseline is approved, the same data should power service, maintenance, or aftermarket outputs.

Suggested rollout path

Start with one pilot that keeps approvals, comments, and downstream delivery connected around the same approved source.

  1. Align the current model, document package, owners, and release checkpoints for aftermarket service operations.
  2. Bring internal teams and external partners into one browser-accessible workflow with clear permissions.
  3. Publish the approved outputs to manufacturing, service, training, or delivery without rebuilding the content from zero.
  4. Measure whether equipment teams are seeing fewer version misses, faster reviews, or smoother handoffs before expanding further.

Recommended product mix

These products are commonly combined to support aftermarket service operations in equipment teams.

3D Viewer

Review, share, and mark up CAD in the browser so more stakeholders can act on the same approved context.

Zixel PDM

Keep versions, permissions, approvals, and release checkpoints connected to the same source data.

3D Process Master

Publish work instructions, technical illustrations, assembly guidance, and service-facing content from approved data.

Related workflows

Once this workflow is stable, the neighboring scenarios below are the natural places to expand next.

Common questions

These are the questions teams usually ask before they launch the first pilot.

Can we start aftermarket service operations without replacing every tool at once?

Yes. Most teams start by connecting the highest-friction review, handoff, or delivery step first, then expand once that path is stable and measurable.

Will this still work with mixed CAD, documents, and external partners?

Yes. The goal is to give internal and external stakeholders one controlled browser workflow while keeping source data, approved versions, and permissions traceable.

How should we pilot it?

Choose one equipment program, one product line, or one service or training theme with clear owners and visible handoff friction.