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Autodesk has announced that it is shifting to a new buying process to streamline and improve the buying experience for your Autodesk subscriptions. These changes will take place on June 10th, 2024 for customers in the United States and Canada.
Acquisition Strengthens Symetri’s position as a leader in digital solutions, helping customers deliver projects more efficiently.
Addresses the urgent need for enhanced sustainable practices, reduced embodied carbon and CO2 emissions in the AECO and manufacturing industries
Autodesk has announced that it is shifting to a new buying process to streamline and improve the buying experience for your Autodesk subscriptions. These changes will take place on June 10th, 2024 for customers in the United States and Canada.
Acquisition Strengthens Symetri’s position as a leader in digital solutions, helping customers deliver projects more efficiently.
Addresses the urgent need for enhanced sustainable practices, reduced embodied carbon and CO2 emissions in the AECO and manufacturing industries
FUSED is a specialized building design and technology firm focused on delivering high-detail, fabrication-ready modeling solutions for MEP contractors. Acting as a trusted third-party partner, the company bridges the gap between design and construction by producing LOD 400 models that directly support installation and fabrication workflows. By combining deep industry expertise with advanced technical capabilities, FUSED ensures its deliverables are both highly accurate and practical for real-world execution.
The company differentiates itself through a technology-first approach, leveraging automation, data-driven workflows, and continuous innovation to improve productivity and model quality. Its team, made up of professionals with field experience, brings a unique perspective that aligns digital models with actual construction processes. Through structured training, collaborative internal practices, and ongoing evaluation of new tools, FUSED continuously refines how its teams work and scale.
As a result, FUSED enables clients to complete projects faster, with greater precision and predictability, while handling increasingly complex scopes. The company emphasizes delivering greater value, helping contractors achieve better outcomes, improve efficiency, and confidently execute high-quality construction projects.
This case study highlights how FUSED leveraged Naviate Fabrication and Accelerate to transform their modeling workflows, eliminate inefficiencies, and scale operations, enabling their teams to deliver higher-quality outputs faster while supporting business growth and innovation.
Before adopting Naviate solutions, FUSED faced several operational challenges tied to the demands of producing complex, high-detail, fabrication-ready models. Much of their workflow relied on time-intensive manual processes, where tasks such as placing sleeves, hangers, and supports required repetitive effort. These activities slowed overall production and created inefficiencies that compounded across large projects.
At the same time, the team was constrained by the limitations of native tools like Revit, which lacked the functionality needed to meet LOD 400 requirements out of the box. This gap forced additional manual workarounds and made it difficult to efficiently extract and leverage key model data, such as ITM properties, for downstream use. As a result, data utilization remained fragmented, reducing both accuracy and operational efficiency.
These limitations led to broader workflow bottlenecks and team frustration. Certain tasks became widely viewed as tedious and time-consuming, negatively impacting morale and productivity. In addition, project setup, modeling, and deliverable creation often required hours—or even days—of effort, resulting in inconsistent speed and limited scalability across projects.
FUSED’s primary objectives focused on improving efficiency, quality, and scalability across its modeling and fabrication workflows. The company sought to eliminate repetitive, manual tasks through automation, reducing the time required to create fabrication-ready deliverables while allowing teams to focus on higher-value work. At the same time, FUSED wanted to improve consistency and accuracy across projects, ensuring that clients received highly detailed, constructible models that met increasingly demanding project specifications.
A key priority was enabling teams to work at a higher level of detail without sacrificing speed or productivity. By streamlining workflows and reducing bottlenecks, FUSED aimed to increase capacity, support business growth, and strengthen its competitive position in the market. Beyond operational improvements, the company also wanted to foster a culture of innovation by modernizing its workflows and equipping employees with tools that would enable greater creativity, automation, and continuous improvement.
FUSED implemented Naviate Fabrication and Naviate Accelerate as key components of a broader workflow transformation initiative. The goal was not simply to deploy new software, but to fundamentally improve how teams created, managed, and delivered fabrication-ready models. By automating repetitive tasks and streamlining critical workflows, FUSED was able to reduce manual effort while increasing the speed and consistency of project delivery. Tools for sleeves, hangers, routing, and supports eliminated many of the time-consuming activities that had previously slowed production and frustrated users.
The solution also significantly improved project setup and documentation processes. Through Naviate Accelerate, tasks such as creating views, sheets, and layouts could be automated, dramatically reducing the time required to prepare projects and generate deliverables. In addition, enhanced data extraction and integration capabilities made it easier for teams to access and leverage model information for downstream workflows, improving overall efficiency and usability of project data.
A major factor in FUSED's success was its structured approach to adoption. Rather than introducing all functionality at once, the company implemented the tools incrementally through monthly learning huddles, recorded training sessions, and focused rollout efforts centered on specific toolsets. This approach allowed employees to gradually build proficiency, share best practices, and integrate new workflows into daily operations.
The partnership with Symetri also became a collaborative innovation effort. FUSED maintained an ongoing dialogue with the development team, providing feedback on functionality, discussing future needs, and aligning its workflows with the product roadmap. This close collaboration ensured that the solution continued to evolve alongside the company's requirements, creating a foundation for long-term productivity gains and innovation.
FUSED achieved meaningful improvements across its operations by streamlining workflows, reducing manual effort, and enabling teams to work more efficiently. One of the most significant benefits was the reduction in time required to complete routine but essential tasks. Activities that previously took days could often be completed in hours, while project setup processes were dramatically accelerated through automation. For example, work that once required several days to create views, sheets, and project layouts could be completed in approximately six hours using Naviate Accelerate.
These efficiency gains translated into increased productivity and throughput across the organization. By reducing the time spent on repetitive modeling activities, FUSED improved its ability to bid competitively, scale operations, and deliver greater value to clients without compromising quality. This continuous process improvement, including the incorporation of Naviate Fabrication and Accelerate, also allowed FUSED to grow as a company. This has positioned FUSED to take on complex, large-scale projects such as data centers, hospitals, and semiconductor work.
The solutions also enabled FUSED to produce higher-quality deliverables with greater consistency and detail. Enhanced modeling capabilities helped the company more effectively meet LOD 400 requirements and satisfy client expectations for fabrication-ready models. At the same time, automation brought greater predictability to previously labor-intensive tasks such as sleeves, supports, and hangers, reducing uncertainty and helping teams better manage project workloads.
Beyond the operational benefits, the tools had a positive impact on employee engagement and innovation. Tasks that team members once viewed as tedious or time-consuming became significantly easier, improving morale and allowing staff to focus on higher-value activities. The adoption of advanced capabilities—including emerging automation and AI-enhanced tools such as Data Flow—has also positioned FUSED for continued innovation, enabling the company to further modernize its workflows and continuously improve its service delivery.
“We used to place and size each sleeve individually around pipes in the model. Now we can sleeve an entire job in a fraction of the time it used to take, which has allowed us to take on more work and be significantly more productive.”
~ Eric Posey, President, FUSED
By adopting Naviate Fabrication and Naviate Accelerate, FUSED successfully modernized its modeling and design workflows, transforming labor-intensive processes into a more automated, efficient, and scalable operation. What began as a search for tools to address repetitive tasks such as sleeves, hangers, supports, and project setup evolved into a broader workflow transformation that improved productivity, enhanced modeling precision, and enabled teams to deliver fabrication-ready models more effectively.
The combination of advanced automation capabilities, structured user adoption, and close collaboration with Symetri's development team allowed FUSED to realize meaningful business benefits. Teams gained the ability to complete projects faster, manage greater levels of detail, improve predictability, and focus more time on high-value work. At the same time, the organization strengthened its ability to take on more complex projects, increase capacity, and provide greater value to clients without compromising quality or consistency.
Perhaps most importantly, the investment reinforced FUSED's culture of innovation. By equipping employees with modern tools and fostering continuous learning, the company positioned itself to capitalize on emerging technologies, including automation and AI-driven workflows. As FUSED continues to grow, it is well-positioned to scale its operations, maintain its reputation for high-quality deliverables, and remain at the forefront of digital construction and fabrication services.
Read moreCompany Profile
Wheelihan Construction, Inc. is a commercial building and construction management firm established in 1990 and headquartered in North San Diego County, California. The company provides general contracting and construction management services across all phases of a project, from pre‑construction and design development through final completion, serving clients throughout Southern California.
Wheelihan Construction has delivered a diverse portfolio of work, including ground‑up commercial buildings, multi-family, medical, hospitality, restaurants, breweries, nightclubs, tenant improvements, retail spaces, and historical renovations. The firm is distinguished by the hands‑on involvement of founder Mike Wheelihan, whose direct participation in day‑to‑day project operations—from pre‑construction through punch‑list closeout—ensures quality execution, accountability, and strong client relationships.
In addition to its proven construction expertise, Wheelihan Construction is a forward‑thinking firm focused on improving collaboration, project management, and delivery outcomes. Recognizing the importance of connected data and standardized workflows, the company made a strategic investment in Autodesk Forma (Formerly Autodesk Construction Cloud), including Autodesk Forma Build, to strengthen project execution across the organization.
With a clear vision for improving project delivery and collaboration, Wheelihan Construction identified specific challenges that needed to be addressed to ensure their technology investment delivered real business value.
Client Challenges
As Wheelihan Construction Inc. expanded its use of Autodesk Forma Build, the company recognized several challenges common to organizations modernizing their construction technology stack:
Heavy reliance on manual, paper-based processes limited project visibility, increased costs, and created inefficient collaboration.
Managing complex document workflows manually (e.g., 37 deltas on a single project) highlighted the need for better tracking and coordination.
Lack of a clear, real-time view of overall project status and individual issues drove the need for a more connected solution.
Ensuring consistent use of Forma Build across diverse project teams.
Providing practical training that aligns with day-to-day construction activities.
Establishing standardized configurations and workflows for repeatable success.
Transitioning from legacy, manual processes to a cloud-based collaboration platform.
Maximizing the value of Autodesk investments through effective adoption and usage.
√ These challenges helped Wheelihan Construction clearly define what success should look like and set focused goals for the Forma Build initiative.
Client Project Goals
Wheelihan Construction approached this engagement with clear, outcome‑driven goals designed to support both immediate needs and long‑term strategy:
Enable teams to use Forma Build confidently and effectively on live projects.
Develop internal power users who can champion adoption and support peers.
Improve collaboration and visibility between field and office teams.
Reduce onboarding time for new users through consistent workflows.
Create a scalable Autodesk Forma foundation that supports future expansion and growth.
√ To bring these goals to life, Wheelihan Construction aligned with Symetri for targeted guidance, training, and configuration support.
Symetri Prescribed Solution (in Support of Wheelihan’s Vision)
To support Wheelihan Construction’s objectives, Symetri delivered a structured Professional Implementation and Training Services engagement focused on practical outcomes:
24 hours of instructor‑led, remote Forma Build training.
Power‑user‑focused sessions to build internal expertise.
Workflow and configuration guidance aligned to Wheelihan’s construction operations.
A formal kickoff process to ensure scope clarity and shared expectations.
Ongoing coordination through dedicated account management and client success resources.
√ Through this collaborative approach, Wheelihan Construction positioned itself to achieve tangible operational and strategic benefits.
Business Outcomes
By taking an intentional and structured approach to Forma Build adoption, Wheelihan Construction Inc. is positioned to realize meaningful outcomes, including:
Stronger and faster adoption of Forma Build across projects.
Improved collaboration and alignment between field and office stakeholders.
Increased confidence and productivity among key users.
Reduced risk associated with inconsistent processes or unclear workflows.
Greater return on investment from Autodesk Forma.
A solid digital foundation that supports future technological initiatives.
Initial Autodesk Forma Project “Measurable Metrics”
15% reduction in management staffing requirements as a direct result of focused Forma training, improving efficiency and reducing reliance on manual processes.
Project duration shortened from 9–10 months to 8 months, driven by improved team adoption, streamlined workflows, and better schedule adherence enabled through Forma training.
√ These outcomes reinforce Wheelihan Construction’s leadership in adopting modern construction practices and continuously improving how work gets done.
Conclusion
This Autodesk Forma Build training engagement represents a strategic step forward for Wheelihan Construction, Inc. By investing in structured enablement and embracing standardized workflows, Wheelihan is strengthening its ability to deliver projects more consistently, collaboratively, and efficiently. The company’s active role in shaping adoption positions itself for sustained success, well beyond the initial training period.
“Training was seamless with the Symetri team guiding us every step of the way, and Autodesk Forma immediately solved long-standing challenges—greatly improving workflows, communication, and coordination between our office and field teams.” – Brandon J. Wheelihan, Officer
As Wheelihan continues to build on this momentum, potential next steps may include:
Post‑training adoption reviews to refine workflows.
Expansion into additional Autodesk Forma modules.
Advanced or role‑specific training for field leaders and executives.
Ongoing support or managed services to maintain consistency.
Development of firm‑wide digital construction standards.
Integration with BIM, estimating, or ERP systems.
Each of these steps represents an opportunity for Wheelihan Construction to further strengthen its digital capabilities and reinforce its leadership in modern construction delivery.
Are our fuel tankers close enough to be deployed to the client site?
Is the incoming storm expected to impact our client’s locations?
Rapid response during a disaster is critically dependent on the right data at the right time to deliver solutions for clients.
Working together, LEMOINE, Symetri USA, and Esri developed a robust emergency management system to support disaster response across multiple regions and sectors.
Key challenges addressed included:
Faced with these complex and interrelated challenges, LEMOINE recognized the need for a more unified, data‑driven approach to emergency management. Moving from reactive coordination to proactive readiness required a structured road map—one that modernized how critical information was captured, analyzed, and applied. To bridge this gap, the organization launched a series of targeted initiatives designed to transform these challenges into actionable goals and build a resilient, GIS‑enabled operational framework.
A GIS-Enabled Emergency Management Strategy
To address these challenges, LEMOINE initiated a multiphase GIS-driven strategy:
Symetri USA + Esri Power a Modern Response Platform
Building on these strategic initiatives, LEMOINE partnered with Symetri USA as the primary integrator to turn its GIS vision into a fully operational emergency management solution. Leveraging Esri’s software ecosystem—ArcGIS Online, ArcGIS Field Maps, and ArcGIS Experience Builder—Symetri USA designed and implemented a scalable, multiphase framework that operationalized each initiative into a cohesive, and data‑driven emergency management capability.
The Impact: Real-Time Intelligence and Faster Response
Together, these phased capabilities created a unified emergency management ecosystem that not only modernized LEMOINE’s operational workflows but directly enabled measurable improvements in situational awareness, decision‑making, and overall resilience. The following business outcomes illustrate the impact of the solution in practice.
A Scalable Framework for Resilient Operations
Through a strategic vision, disciplined execution, and strong partnership with Symetri USA and Esri, LEMOINE transformed its emergency management operations into a modern, data‑driven ecosystem built for speed, accuracy, and resilience. By unifying critical facility data, predictive analytics, and real‑time situational intelligence, the organization now responds to disaster events with greater confidence and operational clarity. This scalable GIS framework not only strengthens LEMOINE’s current disaster response capabilities but also positions the company for continued innovation and long‑term readiness as it supports communities and clients across the regions it serves.
About LEMOINE
Founded in 1975, LEMOINE is a dynamic multiprofessional services company known for its commitment to excellence and innovation. The organization operates across three intersecting service lines: Building & Infrastructure, Response & Resiliency, and Advisory Services. This integrated approach enables LEMOINE to offer comprehensive support to clients at every stage of their facilities and infrastructure development, as well as during disaster relief and prevention efforts. LEMOINE includes MACRO, a leading emergency fuel and water supplier, and DCMC, which specializes in crisis management, disaster recovery support, hazard mitigation, and grants management.
Guided by the visionary leadership of the Lemoine family, LEMOINE consistently delivers complex commercial and public projects on schedule and within budget, thanks to a team of over 1,000 dedicated professionals. This commitment to quality has established LEMOINE as an industry leader, embodying its mission to excel in every market it serves.
Read moreCustomer Introduction
Founded in 1964 in Shreveport, Louisiana, Gordon, Inc. has grown to over 175 employee-owners with a state-of-the-art 255,000 square-foot facility and a global network of 70+ independent agents. Specializing in sustainable architectural metal products for various environments, Gordon, Inc.’s offerings include specialty metal ceilings, wall systems, and trims. The company has expanded through strategic acquisitions, creating divisions for cleanrooms, acoustical systems, security ceilings, exteriors, and data centers. Known for custom CNC fabrication and eco-friendly finishes, Gordon, Inc. emphasizes environmental responsibility and ethical behavior. As an ESOP company since 2010, Gordon, Inc. fosters a culture of continuous improvement, ensuring top-tier client service and product quality across its diverse markets.
Where innovation, design & engineering, along with fabrication are concerned, Gordon, Inc. solution systems are always unique in some way, which means that even if a system is standard in its foundational design and form, there will be nuances with every applied system that make them incomparable.
“Gordon, Inc. stands out by offering custom solutions for architects, turning their dreams into reality. This is what truly sets Gordon, Inc. apart from the rest.” -Amy Cain, Design Quality Check (DQC) Engineer
Customer Challenge
Gordon, Inc. found itself at a technological crossroads where historic design methods and manufacturing systems were intersecting with available newer technologies and methods. Because Autodesk Revit had, over time, become the collaborative link between their internal design team and intermediate project architects and general contractors, they needed the ability to utilize Autodesk Revit to create shop drawings that could also enhance their communications with their supporting subcontractors and end-client through both the design and manufacturing stages of a product’s lifecycle.
While their design and innovation tools were still relevant, they realized that they needed to increase their understanding of the advanced capabilities available in those existing tools.
Training for new hires became an obvious and critical need in ensuring that the team members are using the creative Computer-Aided-Design (CAD) tools efficiently and consistently with corporate methods and standards. Their leadership conclusion was that if a new hire is left to train themselves, their compliance with corporate standards and methods is an extremely low probability.
Tailored and personalized training was essential in unifying their diverse team, which had varying levels of experience and familiarity with Autodesk solutions. This customer training aimed to transform the team into a cohesive, highly efficient unit, working collaboratively toward shared goals of efficiency, productivity, and on-time delivery of customized solutions to their clients.
“You can take all the classes you want, but if you don't use the knowledge day-to-day or at least practice with it, you won't retain what you've learned. Therefore, when considering continuing education and training, the adoption and practice of what is learned are crucial, ultimately benefiting the end client.” – Alissa Frazier, Lead CAD Designer
Project Goals
In less than 18 months as Engineering Manager, Patrick Larkin reported that the top request from both the design and engineering teams was for custom training.
Gordon, Inc. is experiencing significant growth due to expansion and acquisition. As a result, their "work in process" is increasing at a rate that necessitates an enhancement in their throughput capabilities to achieve their corporate objectives and address the rising client demands.
Gordon, Inc.’s corporate business case and looming challenge was to equip their design team through increased proficiency with Autodesk Revit to create shop floor drawings within a 6-to-12-month period while also becoming more proficient with the advanced features of Autodesk Inventor and AutoCAD.
Gordon, Inc. aimed to create a more cohesive and connected relationship between their existing Autodesk solutions, enhance their team's efficiency, and fuel greater productivity.
Gordon, Inc. leadership established a commitment to improve team morale in their working atmosphere and collaborative environment by increasing investment in professional development for their team members.
Proposed Solution
After conducting an initial needs assessment, the Symetri training team recommended the Evolve tailored Training program to Gordon, Inc., as the most viable solution to address their business case and related challenges.
The Evolve Training program begins with an initial assessment for each enrolled student, creating a unique baseline reference point centered on the specific Autodesk software solution in which each student will be trained.
Additionally, because the Evolve training model supports remote delivery, Gordon, Inc. students can attend all training classes conveniently from their corporate offices or remote sites, thus accommodating all team members.
Business Outcome
Enhanced proficiency with AutoCAD and Autodesk Inventor. The creation of shop floor drawings using Autodesk Revit has streamlined communication with the shop floor, intermediate architects, general contractors, and the end client. This has resulted in two key benefits:
Less than 18 months into the Evolve Training program, 19 students from Gordon, Inc. have completed over 287 classes in AutoCAD, Autodesk Inventor, and Autodesk Revit. The impact was so immediate and significant that they had not initially prepared a list of metrics to measure how the training was impacting their project lifecycles. They only knew they had tapped into an invaluable resource. Now they are beginning to establish real metrics to measure productivity gains.
To quantify these gains, a team member with moderate skills in both AutoCAD and Autodesk Revit was tasked with creating shop drawings from the same contractor input using both programs. The results were striking: the task took 12 hours in AutoCAD but only 90 minutes in Autodesk Revit. This experiment was repeated with another team member who was highly skilled in AutoCAD but a novice in Autodesk Revit, yielding the same outcome.
The training has also positively impacted team morale, the working atmosphere, and the Gordon, Inc. collaborative environment. The Gordon, Inc. leadership team feels that Evolve Training is the best investment they have made in recent memory. The Design Quality Check (DQC) team states that they have gained increased confidence in the integrity of project data, since all data, including the Bill of Materials (BOM), is integrated within the Autodesk Revit model, allowing for more efficient design checks and verification.
With greater knowledge and use of advanced features in their Autodesk creation software tools, the effectiveness of their workflows will improve significantly, enhancing their use of Autodesk Vault as their primary data management system for product and design data.
Bottom line, Gordon, Inc. is benefiting from an increase in visibility, traceability, and accountability through all project lifecycle stage-gates. These gains ultimately benefit their end clients with faster turnarounds, better collaboration among all project stakeholders, more efficient system delivery and installation, all resulting in better post-delivery long-term client support.
Conclusion
Through the training program, Gordon, Inc. was able to train all their design team members to a higher level of proficiency, allowing Gordon, Inc. to make significant strides toward meeting their corporate goals.
The Evolve training program is equipping Gordon, Inc. to not only preserve, but to elevate their commitment to their prestige as a "custom provider," as opposed to their "cookie-cutter" competitors, further emphasizing the value of tailored training programs like Evolve in maintaining their competitive edge.
Gordon, Inc. is “client-centric” in every way.
Company Overview
The University of Pennsylvania Health System (UPHS) is one of the world’s foremost academic medical systems, with a history rooted in more than two centuries of pioneering leadership in healthcare. Penn Medicine, of which UPHS is a part, is home to the nation’s first hospital and the first medical school—the Perelman School of Medicine—Penn Medicine has built a legacy defined by scientific discovery, exceptional medical education, and outstanding patient care. The Perelman School consistently ranks among the top recipients of National Institutes of Health funding and has driven transformative breakthroughs, including CAR T cell therapy and the Nobel Prize–winning mRNA vaccine technology that reshaped the landscape of modern medicine.
Today, Penn Medicine operates as an integrated $11.9 billion enterprise supported by nearly 49,000 faculty and staff who work across a broad network of hospitals, outpatient centers, and research institutes. This highly collaborative ecosystem enables Penn Medicine to translate research into practice rapidly, strengthening its position as a global leader in innovative, compassionate healthcare. Its continued commitment to discovery, multidisciplinary excellence, and community impact ensures that Penn Medicine remains at the forefront of shaping the future of medicine.
Client Challenges
UPHS faced a complex and high‑risk migration from Autodesk BIM 360 to Autodesk Construction Cloud (Now part of Autodesk Forma), involving a large volume of active and archived project data that needed to be moved while preserving folder structures, naming conventions, and limited version history. The migration was further complicated by Revit version compatibility issues, including upgrading older models such as HUP East from Revit 2018 to 2025, as well as the need to re-path AutoCAD and Revit linked files, with no ability to repair broken links in source data.
Ongoing construction and design activity added operational pressure, requiring careful scheduling to avoid disrupting active projects and relying heavily on timely stakeholder engagement, approvals, and decision‑making. Additional risks included incomplete or poor-quality data, system performance issues such as cloud latency or downtime, and dependencies on client-provided resources, including licenses, access permissions, user lists, and priority schedules.
Complexities around permissions management and third‑party access, along with numerous migration exclusions (RFIs, issues, markups, model coordination data, archived projects, non-Revit-linked files, collaboration packages), increased the need for precise scope control. Compliance obligations, internal governance requirements, and the risk of scope creep, delays, or added costs further underscore the importance of strict coordination, timely reviews, and disciplined project governance.
Client Goals
UPHS’s goals for the migration were centered on ensuring a seamless, accurate transition of all required project data from BIM 360 to Autodesk Forma while minimizing disruption to ongoing work. They sought to preserve existing folder structures, file naming conventions, permissions, and limited version history to maintain full data integrity. The organization aimed to upgrade necessary Revit models and reestablish linked file paths so projects would remain functional and accessible post‑migration. To keep active design projects on schedule, UPHS prioritized careful sequencing of migrations and timely stakeholder engagement for reviews and approvals. Additional objectives included reestablishing appropriate user permissions, managing third‑party access, and validating the completeness and accuracy of the migrated data through structured review cycles. UPHS also emphasized maintaining compliance with internal governance requirements, controlling scope boundaries, and mitigating risks such as incomplete data, cloud performance issues, or delays caused by limited resource availability. Ensuring that all required licenses, credentials, and decision‑making channels were in place was essential to supporting a well‑coordinated, efficient migration process.
Symetri USA Prescribed Solution
Symetri USA delivered a structured and carefully governed migration approach to transition UPHS’s BIM 360 data into Autodesk Forma with accuracy and minimal disruption. The solution began with a comprehensive discovery and mapping phase, ensuring that folder structures, naming conventions, permissions, and all data‑placement pathways were fully understood and approved prior to execution. Symetri also performed Revit model upgrades and reinitialization, including converting legacy models such as HUP East from Revit 2018 to Revit 2025, and repathed both Revit and AutoCAD linked files to preserve model functionality in Autodesk Forma. To support continuity of active projects, the team followed a priority‑based migration schedule, deferring projects with ongoing design work as needed.
During execution, Symetri conducted a precise transfer of all applicable files, maintaining folder integrity and retaining limited version history where supported. UPHS was given a formal validation process with up to two revision cycles to ensure the migrated data met accuracy, completeness, and usability requirements. The solution also included reestablishing user permissions and access controls, assigning admin rights to designated individuals and coordinating the re‑invitation of external collaborators while excluding inactive accounts for a clean user environment. Throughout the project, Symetri provided comprehensive project management, including communication planning, risk mitigation, stakeholder alignment, governance oversight, and adherence to defined scope boundaries.
The project concluded with the delivery of a Final Migration Report, documenting all transferred data, migration considerations, and remaining action items. Overall, this prescribed solution provided UPHS with a centralized, secure, and scalable ACC environment, ensuring improved collaboration, operational continuity, and a strong foundation for long‑term digital asset management.
Corporate Business Outcomes
Symetri’s structured migration approach enabled UPHS to overcome its complex data, versioning, and workflow challenges by delivering a seamless transition from BIM 360 to Autodesk Forma. By preserving data integrity, upgrading and reinitializing critical Revit models, reestablishing permissions, and aligning the migration schedule with active project needs, Symetri helped UPHS achieve its goals of minimizing disruption, ensuring accuracy, and maintaining governance throughout the process. As a result, UPHS now operates within a centralized, secure, and scalable Autodesk Forma environment that enhances project coordination, improves data quality, streamlines collaboration among internal teams and external partners, and strengthens long‑term digital asset management—ultimately supporting more efficient operations and future‑ready project delivery.
Conclusion
UPHS’s migration from BIM 360 to Autodesk Forma presented a complex set of challenges—including the need to preserve large volumes of data, upgrade legacy Revit models, manage stakeholder coordination, and maintain continuity for active projects. In response, the organization defined clear goals focused on maintaining data integrity, minimizing disruption, ensuring compliance, and building a secure, scalable digital environment to support future project demands.
Symetri’s prescribed solution directly addressed these goals through a structured, priority‑based migration approach that emphasized detailed discovery and mapping, rigorous data validation, and careful scheduling around ongoing project activities. The solution also ensured accurate data transfer, upgrade and reinitialization of Revit models, and the re-establishment of secure permissions and linked file dependencies, all guided by a strong governance and communication framework.
As a result, UPHS achieved a centralized, reliable, and future‑ready Autodesk Forma environment that improves project coordination, enhances data quality, and supports long‑term digital asset management. The successful migration not only resolved immediate operational challenges but also established a foundation for greater efficiency, improved project delivery, and scalable growth. Through Symetri’s expertise and UPHS’s alignment on goals, the organization is now better equipped to manage its expanding project portfolio with confidence and continuity.
Company Overview
Mint Innovation is a clean technology company founded in New Zealand in 2016. It specializes in recovering critical and valuable metals from electronic waste (e-waste) using a proprietary biosorption and smart chemistry process. The technology extracts metals such as gold, copper and silver, reintegrating them into domestic supply chains as a sustainable alternative to traditional mining and smelting.
Mint Innovation is expanding into the United States with a commercial scale facility in Longview, Texas. This facility supports the national strategy for securing critical minerals and advancing a circular economy. The facility will have the capacity to process over 4000 tons of printed circuit board waste annually, returning pure copper sheets and high purity gold into local industries. The project will create high-quality jobs and has received support from LEDCO and various government departments.
The company’s process also ensures NSA-standard destruction of obsolete electronics, addressing data security concerns associated with e-waste exports. Mint’s vision is to construct a network of facilities in the U.S and across the globe to address the growing e-waste challenge and return recycled metals to domestic supply chains, reducing reliance on environmentally harmful practices.
Project Challenge
To support its U.S. expansion, Mint Innovation needed to customize AutoCAD Plant 3D content and templates for a new processing facility in the U.S.—the first of several planned U.S. sites. This included:
Developing tailored pipe specifications.
Implementing custom reporting features.
Streamlining workflows for existing software tools.
Enhancing access to metadata within AutoCAD Plant 3D files.
Configuring intelligent Piping and Instrumentation Diagrams (P&ID) to replace static documentation.
The challenge required converting legacy plant designs into a smart, scalable system aligned with the new facility setup.
Project Goals
Mint Innovation set out to achieve the following:
Customize AutoCAD Plant 3D content and templates to streamline workflows and improve metadata access.
Transform existing P&IDs into intelligent diagrams for efficient design and documentation.
Develop four pipe specifications, prioritizing PVC and stainless steel in the initial phase.
Create reusable configuration packages for future sites, including templates for P&ID, Isometric, and Ortho drawings.
Generate reports from 3D models and P&IDs in Excel and PDF formats.
Save each P&ID sheet as an individual drawing file for clarity and organization.
These goals supported the creation of a scalable design framework replicable across global sites, aligning with Mint’s mission to recover circular supplies of critical metals to power advancing industries and economies, globally.
Solution Implementation
Symetri proposed a tailored customization of AutoCAD Plant 3D to meet Mint Innovation’s operational and environmental objectives. The solution included:
Configuring AutoCAD Plant 3D, and its consumed content, to meet project-specific requirements.
Enhancing the intelligence and structure of design documentation.
Establishing a repeatable design framework for deployment across multiple sites.
This approach supported Mint’s long-term goals of global scalability, operational efficiency, and sustainable innovation.
Business Outcomes
Accelerated Market Readiness: Mint rapidly prepared for its U.S. rollout with design tools aligned to project needs.
Improved Operational Efficiency: Standardized templates and specifications streamlined workflows and reduced manual effort.
Enhanced Design Intelligence: Intelligent P&IDs improved data integration and reduced documentation errors.
Consistent Documentation: Custom reporting templates ensured professional-grade outputs across project phases.
Scalable Global Framework: A repeatable design model reduced onboarding time and ensured uniform practices.
Conclusion
As a precursor to the construction and anticipated opening of Mint Innovation’s first U.S facility in Longview, Texas, Symetri’s two-phase customization project has laid a strong foundation for a significantly enhanced data management system. This initiative elevated Mint’s historic use of Autodesk software tools to a more advanced level of functionality and efficiency, aligning with the company’s strategic goals for operational excellence and sustainability. By streamlining workflows, improving metadata accessibility, and introducing intelligent design documentation, the project has positioned Mint to execute its U.S. projects with greater speed, accuracy, and consistency. The scalable design framework developed through this collaboration supports global replication, ensuring uniform standards across future sites.
Importantly, this solution also reinforces Mint’s broader mission of recovering critical and valuable metals from waste streams using low-carbon technologies, offering an alternative to traditional, unsustainable practices. As Mint gains deeper insight into its processes over time, there will be opportunities to further enhance the performance of its facility, data systems, and engineering workflows. These advancements may include the implementation and expansion of additional features within their Autodesk software environment, driving continuous improvement and innovation.
