Adept runs on your own servers, in your data center, or in a private cloud environment of your choice. It integrates with Active Directory and enterprise identity providers to fit your security architecture. The platform uses AES-256 encryption and provides granular user access controls to protect your intellectual property. Deployment involves setting up vaults in any geographic location while maintaining a single database. Because Adept replicates vaults across locations, dispersed teams maintain local access to the same documents even in low-bandwidth environments. This replication only copies file changes instead of entire files. You already know the basics of document management, so focus on how the software manages file relationships through the CAD environment. The system protects documents without scrambling your existing folder structures or filenames.
Adept provides the document control foundation that eliminates risks like wrong drawings, unapproved revisions, and missed change orders by ensuring every user always accesses the current, approved version of a file through a single source of truth. The platform integrates with AutoCAD, Inventor, SOLIDWORKS, and MicroStation to maintain file relationships. These integrations allow designers to link drawing and model properties to metadata without leaving their design environment. Users can view 2D drawings and 3D models without a CAD license. Manual document review and approval via email, phone follow-ups, or walking the facility with printed sign-off sheets is error-prone and does not scale.
| Integration Category | Supported Systems |
|---|---|
| CAD Applications | AutoCAD, Inventor, SOLIDWORKS, MicroStation |
| Enterprise Systems | Salesforce, SAP, Oracle, Maximo, Esri |
| Security Protocols | AES-256, Active Directory, SSO |
Adept connects to Salesforce, SAP, Oracle, Maximo, and Esri using a code-free, drag-and-drop configuration with a visual data mapper. This connection allows for real-time dashboards and enterprise-grade architecture. The platform includes the Adept Connector and one other connector of your choice, which includes setup in both production and sandbox environments.
Workflow automation and CAD integration
Adept provides the visibility and control that document control teams need to run a tight operation without the manual overhead. It automates document routing and approval processes to replace traditional methods. The system eliminates duplicates and accidental overwrites so every user always has the current, approved version. Engineering professionals spend 30% to 40% of their time searching for information, but Adept makes every document created, approved, or received findable in seconds through a browser or the Adept desktop client.
Adept is the engineering system of record that prevents documentation drift across the full asset lifecycle from design and construction through commissioning, operations, and plant modifications. It is designed for industries including manufacturing, utilities, oil & gas, chemicals, pharmaceuticals, and mining. For engineers, the system provides a way to manage file references and link drawing attributes to metadata. Maintenance, operations, and purchasing personnel can access up-to-date prints directly from the system.
Managing the asset lifecycle
Asset-intensive organizations rely on accurate engineering information to prevent costly rework and improve safety. Adept is built for all teams, from the plant floor to the engineering office and the executive suite. Maintenance teams perform better when they can trust the engineering documentation they use. Capital projects often lead to documentation drift when organizations collaborate with contractors, but Adept Cloud keeps the engineering record intact during the handover to operations. Adept Cloud provides the governed digital thread that connects engineering information across the asset lifecycle to make digital transformation work.
Adept is licensed per user by role, whereas Adept Cloud is licensed by organization with unlimited users. Adept is rated G2 Best Software 2026 in CAD & PLM and is recognized by Frost & Sullivan as the Customer Service Leader in the Global Engineering Information Management Market. Organizations like Dow, NASA, General Mills, and TimkenSteel use the platform to maintain control over their engineering data. Will the deployment of local vaults in every geographic location meet the specific needs of every remote site? Use the Adept desktop client to access the most recent documentation and keep projects moving.
