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PTC Mathcad Prime 3.0 Migration Adoption Program v3

The document outlines a 7-step program to help existing PTC Mathcad users migrate to the new PTC Mathcad Prime 3.0 software and help new users adopt it. The program involves identifying user types, converting legacy content, properly licensing all users, deploying the new software, evaluating readiness, reporting on usage, and providing continuing education opportunities. The overall goal is to help organizations realize more value from adopting the new technology.
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0% found this document useful (0 votes)
200 views11 pages

PTC Mathcad Prime 3.0 Migration Adoption Program v3

The document outlines a 7-step program to help existing PTC Mathcad users migrate to the new PTC Mathcad Prime 3.0 software and help new users adopt it. The program involves identifying user types, converting legacy content, properly licensing all users, deploying the new software, evaluating readiness, reporting on usage, and providing continuing education opportunities. The overall goal is to help organizations realize more value from adopting the new technology.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Customer Migration & Adoption Program

November 2013

PTC Mathcad Prime 3.0 Migration & Adoption Program


Program Goals
Provide existing PTC Mathcad users with a migration strategy to move to PTC Mathcad Prime 3.0 Provide new PTC Mathcad users with an adoption strategy to help achieve an optimized deployment of PTC Mathcad Prime 3.0

Adoption is Essential to Realizing Value From Technology

Factors impacting value realization from technology

Lack of training is the common reason IT projects fail to deliver the expected value to an organization.
Computerworld

Source: TSIA/Neochange/Sand Hill Group

PTC Mathcad Prime 3.0 Migration & Adoption Program


Step One Identifying Your Users
The first step in our migration strategy is to identify PTC Mathcad users and their roles. We have three primary roles: Power User, Casual User and Reviewer: A Power User is any PTC Mathcad user who typically spends more than 50% of their time creating their own worksheets and templates for others to use Most PTC Mathcad users are Casual Users. They use existing worksheets, create their own repository of personal sheets and use PTC Mathcad 10%25% of their time A Reviewer is typically a project manager or a line manager who does not normally author calculations but may want to try a few what-if scenarios or audit calculations and then sign off on the calculations, design documents or anything relevant to the project

PTC Mathcad Prime 3.0 Migration & Adoption Program


Step Two Converting Legacy Content
Legacy worksheets need to be converted
Feed log files back to PTC Mathcad Product Management for analysis PTC Mathcad Prime 3.0 provides Migration Guide

Legacy extension packs built into PTC Mathcad Prime 3.0


Core functions are included Interactive examples are included in Tutorials

Legacy e-books are a large impediment to migration


3 e-books must be converted
Roarks Handbook Hicks Machine Design Hicks Electrical Wesselingh and de Waards Calculate and Communicate with PTC Mathcad Prime 3.0 Mathsoft Topics in Electrical Engineering Pinturs Finite Element Beginnings Pezias Electrical Power Systems Magners Building Structural Design Athienitis Building Thermal Analysis Ochkovs Property of Substances

5 e-books now available on the PTC Mathcad Community

Worksheet conversion as a service from PTC


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PTC Mathcad Prime 3.0 Migration & Adoption Program


Step Three Licensing PTC Mathcad Prime 3.0 Properly for All Users
Power Users
Individual license for 24x7, uninterrupted access to PTC Mathcad

Casual Users
Access to a PTC Mathcad floating license server Recommended user to license ratio of 3:1

Reviewers
Access to PTC Mathcad Express
Free viewer of PTC Mathcad worksheets with basic calculation capabilities

PTC Mathcad Prime 3.0 Migration & Adoption Program


Step Four Deploy PTC Mathcad Prime 3.0 to Your Engineers
Individual deployment
PTC Installation Manager (PIM) Customize your local installation

Mass deployment
Configurable to fit your existing IT processes Push Mathcad to any size group of engineers in the background

PTC Mathcad Prime 3.0 Migration & Adoption Program


Step Five Evaluate Readiness for Deploying PTC Mathcad Prime 3.0
Set the rule: All new development is done in PTC Mathcad Prime 3.0
Do not create more legacy worksheets

Identify and prioritize your legacy content


We will help your Power Users convert a handful of legacy files to teach best practices for template development

Project recommended 4 weeks long but we can meet your schedule


1. Product Strategy presents PTC Mathcad roadmap 2. PTC Mathcad Essentials training class
Up to 12 users and is targeted for your Power Users or your more active Casual Users

3. PTC Mathcad experts spend a 3rd day on site helping with the prioritization of legacy content and converting e-books

Weekly conference calls and PC sharing sessions throughout project Upon conclusion of pilot PTC reports on the readiness for overall standardization on PTC Mathcad Prime 3.0

PTC Mathcad Prime 3.0 Migration & Adoption Program


Step Six - Reporting
It is possible to report on PTC Mathcad Express activity (setup required)
How many How frequently How long

PTC Mathcad usage can be viewed in the license logs


PTC Mathcad personnel have a log analyzer to help you understand utilization

Reporting tool available from Flexera for more detailed analysis

PTC Mathcad Prime 3.0 Migration & Adoption Program


Step Seven Continuing Education
Onsite Instructor Led Training

On Demand eLearning Lack of training is the common reason IT projects fail to deliver the expected value to an organization.
Computerworld

10

PTC Mathcad Prime 3.0 Migration & Adoption Program


PTC Mathcad contact information
For more information on this program, or to discuss e-learning or instructorled training options, contact the PTC Mathcad team at http://www.ptc.com/product/mathcad/contact-sales/ Download the Standardizing Engineering Calculations white paper

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