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Autodesk Forma

Stop losing money caused by information chaos

CDE implementation program that works in 90 days, with measurable progress along the way.

We help AEC firms organize their processes and data to make better business decisions with an Autodesk Forma implementation program. We guide you step by step with an audit, roadmap, templates, training, and expert coaching.

Employees from these companies trusted us and joined our trainings:

The hidden profit killer

You shouldn't have to lose money to information chaos

You're probably facing at least one of these.

Margin

Rework bleeding your margins

Teams building from outdated drawings and incorrect models, forcing expensive fixes that consume a significant portion of every project budget.

Risk

Decisions made blind

Project managers making critical calls without reliable data, leading to costly delays, disputes, and damaged client relationships.

Scale

Starting from zero every time

No reusable standards or processes. No templates. No compound efficiency. Just teams repeating the same project setup mistakes while competitors scale smoothly.

What we do

We implement a proven Single Source of Truth system on Autodesk Forma that eliminates information chaos and protects your project profitability.

Your benefits

Here's what you get

From chaos to control

Clear standards, structured workflows, and one reliable place for all project information, so your teams stop wasting time hunting for the right file.

Guaranteed · 90 days

Measurable results in 90 days

Your pilot project running on a fully standardized CDE system with a trained team, working information processes, and real data showing measurable improvements you can present to leadership.

Built to last and scale

Your firm gains the capability to run new projects efficiently without external help, protecting profitability and competitiveness for years to come.

3-phase process

How it works

Phase 01

Audit & implementation roadmap

Week 1

We start by understanding your current setup, diagnosing your biggest problems, and creating a personalized 90-day plan that shows you exactly what to do next.

  • 1:1 implementation audit to identify chaos points and priorities
  • Personalized implementation roadmap tailored to your organization
  • Custom KPI dashboard to track measurable progress
  • Platform onboarding and kickoff session

Your outcome

Within the first week you'll have complete clarity on your path forward and the metrics to prove success. No more guessing what to do next.

Phase 02

Autodesk Forma foundations & project setup

Weeks 2–4

You'll learn how Autodesk Forma actually works and set up your first project using proven templates, so you skip months of trial and error and start with a solid foundation.

  • Complete Autodesk Forma platform training: modules, roles, permissions, versioning
  • Ready-to-use CDE project templates built on ISO 19650 principles
  • Step-by-step guides for creating and configuring new projects
  • Practical exercises in your real Autodesk Forma environment

Your outcome

Your team can confidently create new projects in Autodesk Forma with proper structure from day one, eliminating setup chaos and inconsistency.

Phase 03

Standards, structure & information control

Weeks 5–12

We help you establish firm-wide standards for naming, folder structures, permissions, and document workflows, so every project operates consistently and reliably.

  • Company standards toolkit: naming conventions, metadata, folder hierarchies
  • Role and permissions matrix templates
  • Pre-configured document workflows: review, approval, transmittals
  • Single Source of Truth implementation framework
  • Automation strategies to eliminate repetitive manual work
  • KPI dashboarding and performance measurement tools

Your outcome

Your firm operates with unified standards across all projects. Teams always know where to find the right information, and chaos is replaced with predictable order. Autodesk Forma becomes the productivity engine that saves time, prevents rework, and gives you clear visibility into project health.

FAQs

You asked, we answered

What exactly does the 90-day guarantee mean?

Within 90 days your pilot project will be running on a fully operational Single Source of Truth system in Autodesk Forma, with trained teams, standardized workflows, and measurable results tracked in your KPI dashboard.

If we don't hit that milestone in 90 days, we keep working with you at no additional cost until you get there. No excuses, no extra fees.

How is this different from standard Autodesk training or hiring a BIM consultant?

Standard training teaches you how to click buttons in Autodesk Forma, but doesn't help you build a system that works in real projects. BIM consultants often focus on technical setup but leave once the job is done, without transferring knowledge or ensuring your team actually uses the system.

We do both: we implement a complete, proven system and train your team to own it independently. You get templates, processes, KPIs, and hands-on coaching, so when we're done you have a working system and the capability to maintain and scale it yourself.

Do we need to pause our current projects to go through this program?

No. The program is designed to run alongside active projects without causing downtime or delays.

We help you implement the system on a live pilot project, so you're improving real work, not running theoretical exercises. Your team learns by doing, in small, manageable steps that don't interrupt delivery.

How much time will my team need to dedicate each week?

It depends on the size of your company and its needs. Your core implementation team, typically one to three people, should plan for around three to six hours per week for training modules, implementation tasks, and coaching calls.

The rest of your project team will need minimal time, mostly short onboarding sessions and learning new workflows as they're introduced. We designed the program to fit into active project schedules without causing disruption.

Do you set everything up for us, or do we have to do it ourselves?

We guide you through setting it up, which is much more valuable than doing it for you. Here's why: if we just hand you a configured system, your team won't understand how it works or how to maintain it.

Instead, we provide ready-made templates, step-by-step instructions, and live coaching. You implement it with our guidance, so your team builds real competence and ownership. You're not dependent on us after 90 days.

What if we've already tried to implement Autodesk Forma and failed?

You're not alone. A lot of firms struggle the first time because they focus on the software, not the system. They skip the structure, standards, and adoption strategy.

We've helped firms in your situation. We'll audit what went wrong, salvage what's working, and rebuild the foundation properly. Most failed implementations can be fixed faster than starting from scratch.

Is this only for companies using Autodesk Forma, or can we use other platforms?

This program is specifically designed for Autodesk Forma. However, you don't need to be currently using Autodesk Forma to join. We also work with companies planning to transition to Autodesk Forma from other platforms like SharePoint, Asite, ProjectWise, or local servers.

If you're already using Autodesk Forma but struggling with adoption or consistency, we'll help you fix and optimize what you have. If you're moving to Autodesk Forma from another system, we'll guide you through a smooth transition and help you avoid common migration mistakes. The key requirement is that you're committed to making Autodesk Forma your central project information platform.

Next cohort

Join the waitlist today

We'll let you know when the next cohort opens, and send you the audit checklist we use in Phase 1 either way.

Join the Waitlist
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