Create Effective Instructions Basics and Everyday Workflows for Autodesk Inventor Publisher

Transcription

1 Create Effective Instructions Basics and Everyday Workflows for Autodesk Inventor Publisher Anirban Ghosh Principal User Experience Designer Tyler Barnes Senior Product Manager

2 Class Summary We all need to know How to use a product, process We need Instructions In this class we will explore 3 key questions, Why Instructions? What is the solution? How to create and share the Instructions? We will demonstrate how you can create effective instructions and share them with your users using Autodesk Inventor Publisher

3 Learning Objectives At the end of this class, you will be able to: Why Explain why Product Documentation is valuable What Evaluate what you can do to resolve the challenges of Product Documentation How Explore how to create and share instruction with Autodesk Inventor Publisher

4 Why Instructions

5 Story of Dan and Stan Dan Dan is dad. He just purchased a ready-toassemble piece of furniture and is trying his best to put it together. Stan Stan is Dan s son. He is building a LEGO toy using the 3D Interactive Instructions available on ipad.

6 Products and Processes Need Explanations Assembly Instructions Installation Guides User Manuals Safety Precautions Operating Procedures Maintenance Instructions Repair Instructions Disassembly Instructions Part Catalogs Process Sheets Design Submissions

7 Documentation needs to be in different formats Printed Documentation Manuals, Booklets Electronic Documentation PDF, CD, Website 3D CAD animations So many formats

8 Challenges for Product Documentation Creating Documentation 1 Maintaining Documentation 2 Publishing Documentation 3 Usefulness of Documentation 4 Time taking process to create Documentation Documentation group is disconnected from Engineering Data Involves different software for every output format Requires skill set for different software Time taking and difficult process to update the Documentation with Design Changes Difficult to maintain documentation for all Product Models Creating and maintaining Documentation with Drawings, Screenshots, Hand drawn or Digital illustrations and Videos is not efficient Documentation in different formats needs to be published individually from different software for any Design Change It s difficult to maintain all published documentation and keep it up-to-date Printed Documentation is boring Printed Documentation is static, user may not understand instructions Printed and video documentation may not convey or explain the instructions properly

9 Results of Documentation Issues Slow time to market Customer Dissatisfaction More Product Return Product Failure Negative Impression on Brand And many more An Impact on Business

10 What is the solution

11 Solution for Documentation Challenges 1 Documentation created directly using CAD data 2 Documentation linked with CAD data Update mechanism for design changes 3 Single Documentation file capable of publishing documents in different formats 4 Improved Interaction to Instructions Steps

12 Typical Documentation Process Print Formats Print Documentation Software 4 Video Formats CAD Data Video Documentation Software Interactive Formats Manually Created Manually Updated Interactive Documentation Software Individually Published

13 Documentation with Autodesk Inventor Publisher Print Formats Video Formats CAD Data Interactive Formats 4 Directly Created Using CAD Data Updated Mechanism Single Document Publishing Different Formats

14 Autodesk Inventor Publisher Bridging the gap between CAD data and documents published in different formats Explain and differentiate Products and Processes with clear, accurate and compelling 2D and 3D Interactive Technical Documentation Objectives Improve Customer Experience Increase Documentation Productivity Facilitate Accelerated Time to Market Enable Reduced Service, Support, and Training Costs Equip Sales Force with 3D Information

15 How to create and share Instructions

16 Key Workflows Import - Update Author Publish

17 Let s make Instructions Import CAD model, Update Author Instructions Steps Publish Documents

18 Key Points Import Workflow Import 3D CAD data Inventor, DWG, STEP, IGES, SAT, ProE, CATIA, SolidWorks, NX, JT, Parasolid and DWF Create instructions using the CAD model Update CAD data for Design Changes Start documentation early, work along with Engineering Design

19 Key Points Author Workflow Create Storyboard of Instructions Steps Illustrate every Instruction visually Label, Callout, Arrow, Dimension, Section Cuts, Images and Parts List Explain how every Step works using Animation Component Visibility, Transform, Camera

20 Key Points Publish Workflows Plan Storyboard appropriately for Publish Formats Publish Print Formats Images Video Formats Interactive Formats Keep the Instruction Steps simple for Publish to Mobile

21 Word Add-In Secondary Authoring Access Inventor Publisher Word Add- In from within Microsoft Word Link the Word document to an already created IPB file Write Instructions Steps Insert Snapshot images appropriately to explain the Instructions Steps After Updating IPB file for Design Changes, return to Word document and Update the Snapshot images

22 3D Interactive Instructions 3D Instructions available on Mobile Devices

23 Let s see Mobile Instructions

24 Full-Screen Layout Image Size (1,920 x 1,000 pixels) Reference

25 Why 3D Instructions To my mind that s an interesting statistic and one that seems intuitive for someone that s put their fair share of furniture together. Instruction manuals are a pain in the arse. They take an age to create and it turns out that customers aren t using them. -Al Dean, Develop 3D

26 Benefits of 3D Instructions - Opinions Online Consumers, 80% say 3D images make them more likely to purchase a product 60% say they would be more likely to purchase if they had 3D instructions 65% say they would be less likely to return a product after viewing it in 3D

27 Benefits of 3D Instructions Background Facts Reducing Returns and Driving Loyalty, 68% of returns due to poor documentation Only 5% of returns due to the product being truly defective $13.8B is spent annually to re-box, restock and resell returned products ¼ of people who return a product do not buy that brand again

28 Benefits of 3D Instructions Manufacturing Employees working in manufacturing plants are mobile, Instructions available on mobile devices can facilitate these employees and operation drastically Being an early adopter on the shop floor will help manufacturers to benefit the most from new technology Autodesk's Inventor Publisher Mobile Viewer enables plant floor users to interactively view animated 3D assembly instructions. Using the desktop version of Inventor Publisher, engineers can publish and share 3D instructions to visually explain ideas, designs, and products to iphone, ipad, and ipod touch.

29 Stan again Stan was riding his new bike and having fun. Oho, it got stuck.

30 Autodesk, AutoCAD* [*if/when mentioned in the pertinent material, followed by an alphabetical list of all other trademarks mentioned in the material] are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document., Inc. All rights reserved.