Trying out OpenBOM and want to get up to speed quickly? Our Trial Implementation Consulting is designed to help you learn OpenBOM faster and use it to improve your processes.
With this program, you get instant access to OpenBOM’s free trial along with expert guidance to help you make the most of it. We’ll walk you through the key features, answer your questions, and show you how OpenBOM can fit into your workflow.
Our goal is to make your trial experience smooth and valuable. With our team’s help, you’ll quickly understand how to use OpenBOM and see how it can transform the way you manage product data.
The consulting program is personalized and help you and your team to learn fast. OpenBOM Trial Implementation Consulting program combines expert-led training, hands-on data setup, and process standardization to help you integrate OpenBOM quickly and efficiently into your business process and company environment. .
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.
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 (Usually delivered in week 1-2)
Goal: Assess your company’s needs, organize data, and set up OpenBOM.
Discovery & Needs AssessmentDefine success criteria for OpenBOM implementation. Review existing BOM, PDM, and ERP processes. Identify key stakeholders and data sources.
Data Preparation & Risk MitigationAssess CAD data quality and structure. Identify duplicate part numbers and data silos. Develop a plan to standardize and import data.
Guided OnboardingAccess our “Prep for Success!” Guide for data standardization. Complete the Getting Started Questionnaire to tailor the onboarding experience. Perform initial OpenBOM system configuration and setup.
Phase 2: Build (Week 3)
Goal: Hands-on implementation with your data and real-world workflows.
Live End-to-End BOM Process Walkthrough (1-hour session)
A private consulting session with an OpenBOM expert. Walkthrough of your company’s BOM process, from CAD to procurement. Hands-on setup of Digital BOM and Connected Product Lifecycle workflows.
Ongoing Learning & Resources
Access to OpenBOM’s Virtual End-to-End BOM Walkthrough Course (24/7 access). OpenBOM Step-by-Step Cheatsheet for quick reference at workstations. Best practices for multi-CAD support, design integration, and production management.
Process Optimization
Integration with ERP, RFQ/PO management, and inventory control. Ensure seamless multi-team collaboration.
Phase 3: Handoff (Week 4)
Goal: Validate process success, fine-tune workflows, and ensure OpenBOM meets your business goals.
Final Live Hands-on Session (1-hour) Review your OpenBOM implementation with an expert. Walk through your full BOM process and resolve final questions. Identify gaps, adjustments, and potential next steps.
Results Review & Next Steps Assess improvements in efficiency, accuracy, and collaboration. Discuss long-term OpenBOM adoption strategy. Identify future integration opportunities (ERP, supplier portals, etc.).
The Outcomes
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.
Conclusion: Fast-Track Your OpenBOM Success
Implementing a new system can be challenging, but with the OpenBOM Trial Implementation
Consulting Program, you don’t have to do it alone. Our structured, expert-led approach ensures that your team gets up and running with OpenBOM quickly and effectively—eliminating uncertainties, streamlining your workflows, and unlocking the full potential of your product data.
By the end of this program, your team will have a sample of a functional OpenBOM setup, well-structured data, and a clear path for long-term success. Whether you are looking to integrate OpenBOM with your CAD and ERP systems, optimize BOM processes, or improve collaboration, our consulting program provides the hands-on guidance you need.
🚀 Take the next step today! Contact us at sales@openbom.com to get started with your personalized OpenBOM trial implementation and accelerate your digital transformation.