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Demo day checklist

60‑minute meeting with Theegarten-Pactec — aligned to their agenda.

← Start here · Story: Release check demo


Before the meeting (15 min prep)

  1. What they need — must-have table
  2. Use cases & problems — pain ↔ use case map
  3. Data security — deployment slide
  4. Release check demo — eight steps
  5. Skim Cerpro comparisondo not mention unless asked

Minute plan

Min Topic
0–5 Intro — release checker for SOLIDWORKS/CIM workflow, not PLM replacement
5–15 Data security — controlled environment, training boundary
15–20 PLM — CIM read + findings report diagram
20–45 Demo — sensor bracket module, live or recorded findings
45–50 Click finding → drawing zone / BOM line
50–55 Optional: quality forms teaser (Quality forms)
55–60 Pilot SOW, next steps, leave Brief (EN)

Bring

  • Integration diagram (from PLM integration)
  • Sample findings report (fictional module or ZG-2451-A03 example)
  • Executive brief EN or DE
  • Optional: quality_templates/TP_QualityDocumentation_TemplatePack_v1.0.xlsx

Ask Marcel

  1. CIM Database on-prem or cloud?
  2. Any failed AI pilot before — why?
  3. Who configures PLM workflows?
  4. Which module family for a real pilot?
  5. German or English for finding texts?

Do not say

Avoid Say instead
AI chatbot Release quality check
Replace CIM Database PLM stays in charge
Cloud-only Controlled / on-prem path
Auto-release Engineer approves
We do everything in the LOI Phased pilot: drawings + BOM first

Pilot success metrics (for SOW)

  • Fewer release defects caught late
  • Shorter review time per change package
  • Findings with valid source links
  • Engineers rate findings as useful

Details: Pilot & next steps