Success Plans

Setup & Training Services


No frills. CADTALK installation, configuration, end-user training, product updates, and support. Just enough to get you heading in the right direction. Not available with subscription license.

  • Installation & Configuration
  • 8 Hours User Training
  • 24×7 Support Portal
  • Knowledgebase & Documents
  • Product Updates
  • Technical Support
  • Tutorial Videos
  • Live Office Hours Support

30-Day Go-Live Assistance

Call for Pricing


Our most popular option includes everything in Basic plus advanced feature training on artificial intelligence mapping, assisted setup and configuration, additional training time, and priority support.

  • AI Transformation Mapping
  • Assisted Feature Setup
  • Additional 16 Hours Training
  • Senior Technical Assistance
  • Expert Consultation
  • Priority Support

12-Month Go-Live Assistance

Call for Pricing


You never had it so good! Includes everything in Advisor and Basic. Designed for enterprises requiring expert assistance. White gloves support with product previews and priority enhancement requests.

  • Immersive CADTALK Training
  • Advanced Feature Setup
  • Unlimited Training
  • Exclusive Product Previews
  • Priority Enhancement Requests
  • Premier Support

Unlimited Go-Live Assistance

Call for Pricing

Software Is Worthless Unless It's Implemented Correctly

Success Plans

Software is worthless if it’s not installed and configured properly and no one in your organization knows how to use it. A study released in 2015 by the Standish Group found that only 29% of IT project implementations are successful and that 19 percent were considered a complete failure. Look around the internet and you’ll find study after study with similar statistics. Implementing business software is difficult and most companies never achieve the return on investment they envisioned when they purchased the software.

That’s totally unacceptable by our standards. That’s why we provide multiple implementation and training plans tailored to your unique needs.

It’s all about making great choices – pick the plan that works best for your organization and don’t worry. We’re here to help you select the most appropriate option and you can always upgrade to a more comprehensive Customer Success Plan or purchase additional services ala carte if and when you need them.

The Basic Plan is ideal for most companies that have simple bills of material and need to minimize costs. We work with you for 30 days from the start of the CADTALK implementation to get you off the ground with confidence. Access our knowledgebase and documentation. Watch recorded tutorial videos and attend live office hours for on-going questions and assistance.

The Advisor Plan is by far our most popular option. It focuses on advanced mappings for more complex data transformations for bills of material, manufacturing routings (labor operations), item and inventory creation, and more. It also includes an additional 16 hours of training (24 total) with a senior-level technical advisor and tips and suggestions during a thorough consultation. Advisor Plan customers also receive priority support.

Concierge is designed for enterprises with a lot of CADTALK users, integrations to multiple CAD applications, and manufacturers with more complex requirements. Concierge provides unlimited end-user training for existing and new employees in your organization and training on more advanced features for power users. End-user training is extremely comprehensive – you’ll know as much as we do when you’re done. Concierge customers also receive previews of new versions with direct input into new features to add in future versions and Premier support ensures you are at the top of our support queue.

Live Customer Training. Ask us anything!

CADTALK Office Hours

Office Hours includes overview training on various features, fields, and modules within CADTALK. Office Hours are held multiple times per year providing new users and seasoned power-users with on-going training on core features as well as information on new functionality and new applications in the CADTALK family of products. Register Today