What makes a good SOLIDWORKS PDM Admin person?

The successful implementation, use and growth of SOLIDWORKS PDM, is largely dependent on the skill of the administrator(s). Below are some characteristics that make for a good SOLIDWORKS PDM Admin person:

SOLIDWORKS PDM Admin person

• Have a working knowledge of the PDM System:
  • A successful PDM Administrator must possess a well-rounded understanding of both the technical and functional aspects of the PDM system. This includes a strong working knowledge of core components such as workflows, automation processes, required variables, and the ability to configure and modify data lists. Additionally, the administrator should be familiar with both server and client machine requirements to ensure optimal system performance and compatibility across the organization.
• Ability to train new users on the PDM System:
  • Equally important is the ability to communicate effectively. A PDM Administrator must be able to convey both technical and non-technical information in a way that is easily understood by users at all levels of the organization. This includes the ability to train new users on the PDM system, ensuring they understand how to complete their daily tasks efficiently. Beyond basic usage, the administrator should also understand what occurs behind the scenes within the system, including how data flows, how workflows execute, and how automation impacts file management.
• Ability to Manage:
  • From a system management perspective, the administrator must be capable of managing users, groups, and permissions to ensure appropriate access control. They should also be proficient in configuring and maintaining cards (file, folder, template, and search), as well as designing and updating workflows and notifications to align with business processes. Planning for the future is another critical function, including developing upgrade strategies, maintaining system health, and creating and maintaining a test environment to safely validate changes before deployment.
• Ability to form a concession:
  • A strong PDM Administrator must also excel in decision-making and collaboration. In many cases, individuals and departments may have differing priorities or requirements. The administrator should be able to facilitate compromise and develop solutions that align with the needs of the majority while still supporting overall business objectives. However, when compromise is not feasible, they must also be confident in making decisions that benefit the company as a whole.
• A solid understanding of the company’s policies and processes:
  • Understanding company policies and processes is essential. The PDM system should reflect and reinforce these standards, so the administrator must either have a thorough understanding of them or be able to access the necessary information quickly. This ensures that the system supports compliance, consistency, and efficiency across all departments.
• General computer skills:
  • In addition to PDM-specific expertise, general computer skills are required. The administrator should have a solid understanding of computers and basic networking concepts, as well as access to technical resources such as IT or IS teams when needed. Troubleshooting skills are also critical, as issues will inevitably arise and must be addressed promptly to minimize disruption.
• Time to maintain and administer PDM:
  • Finally, a PDM Administrator must be proactive in maintaining and improving the system. This includes allocating time for regular maintenance, updates, and system optimization. They should also focus on expanding the use of PDM within the organization, leveraging its full capabilities to increase automation, improve data management, and deliver meaningful time savings.

If you are thinking about becoming a PDM admin person you can receive training from us in-class or online