Industries / Engineering firms
Engineering practices
Why a design evolved, not just how
The first question from engineering firms is about client-owned designs. We review them one project at a time, and whatever you are unsure of can stay out.
Start my estimateWhat tends to be useful
The most useful engineering records show reasoning: a requirement, a first design, a test that failed, a review, and a revision that passed. That history lives in files most firms already keep:
- The record of each design review and what changed after
- Bills of materials and calculation spreadsheets
- Simulation and test results set against what happened on the bench
- Requirements, change requests and inspection data
The first worry: designs your clients own
Much of an engineering firm's work belongs to its clients or sits under an NDA. Whether any of it can be included depends on your contracts, and that is a question for your own counsel. Client-owned material is reviewed project by project in scoping and can be excluded, and client names in the copy are replaced with placeholders. Export-controlled work can be flagged and left out entirely.
Your methods remain yours
You license a copy. Your originals sit untouched in your vault and other systems, and ownership stays with you. If you see a project, product line or period as core, it can be left out.
Questions owners in this field ask
- Do we have to include every system?
- No. Starting small is fine: a tidy project archive or a set of review records could be sufficient.
- Who on our side should be involved?
- Usually a principal, whoever administers your vault and file shares, and anyone who manages client contracts.
- And our own engineers?
- They are swapped for placeholders as well. What the copy shows is the reasoning, not the person behind it.
How the copy is prepared and reviewed
Everything starts under NDA. License Your Data, our licensing partner, prepares the de-identified copy, and no passwords are ever asked for or shared. You can exclude any system, folder, client or project, and you approve a sample before anything goes out. It costs your firm nothing.
A typical fit
Firms that fit tend to have 20 or more full-time staff and 3 or more years of project files kept in Microsoft 365, a vault or shared drives. Smaller firms with a long, well organized archive may also qualify. Your engineering discipline has no effect on the estimate.
Find out what your records might be worth
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