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Vault Professional Implementation Improves Facility Management for CMS Documentation Services

Customer Challenge

CMS Documentation Services has a biotech client with a 100,000+ square foot facility. Version tracking was a must-have requirement. The client contracted CMS Documentation Services to create a database of these files to be accessible in a centralized data repository for the facilities teams. CMS contacted Hagerman & Company to find out the best way to implement this system to fulfill the client's wishes.

Project Goals

CMS wanted to implement a digital centralized repository for easy searching of Inventor and AutoCAD files to assist facilities. They wished to implement a centralized repository for tracking versions and revisions of Inventor parts and assemblies used for replacement parts on plant equipment.


Hagerman & Company presented several options to CMS Documentation Services for this project. They chose Autodesk Vault Professional as the easiest and fastest way to achieve the project’s goals. Hagerman & Company assisted CMS Documentation Services to create custom metadata search fields, which could be extracted from Vault for the quick search for project drawings.

Business Outcome

Implementation of Vault Professional was completed on time and on budget and the client was pleased since it saved many hours and resources for the client's facilities team. This success allowed CMS Documentation Services to expand its service offerings to their client such as 3D Laser Scanning services to help get complete as-built documentation of the facility.


CMS was pleased with Hagerman & Company's technical team, who are accessible, responsive and provide answers to questions promptly. The personalized software technical support that Hagerman & Company provides was particularly useful, including detailed videos CMS could use to solve technical questions and issues.

Project Summary

Delivery Date


Project Duration

7 days

Autodesk Solutions

    Services Provided

    • Configuration & Deployment

    Customer Industry

    • Facility Management
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