Recommended Steps: Plan |
Learn the basics about Vuforia Expert Capture, and the software and hardware you need to implement this technology.
Vuforia Expert Capture is an end-to-end solution built to empower rapid and intuitive creation of high-fidelity augmented work instructions. These instructions provide step-by-step guidance to operators and technicians, where and when they need it— in the real-world context of their daily work environment. Subject matter experts and authors create work instructions hands-free, using an eyewear device. With Vuforia Editor, end users can edit the procedure they captured. Then they can view Expert Capture procedures on eyewear devices, smartphones, tablets, and desktop or laptop computers.
Expert Capture empowers industrial enterprises to rapidly document expert knowledge and easily scale that knowledge to new, redeployed, or remote workers as hands-on training or task guidance.
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Experts and operators use the Vuforia Capture app on an eyewear device to create augmented work instructions. They can capture hands-free, first-person, step-by-step video and images of procedures as they perform them. Using pre-configured templates that automatically create step-by-step procedures, anyone can author a procedure: no CAD data or coding required. The entire capture process is controlled by voice commands, gestures, and includes location-based steps on AR-enabled headsets.
The content created using Vuforia Capture, along with any existing images or videos, are uploaded and reconfigured into detailed procedures using the Vuforia Editor, a SaaS-based cloud platform. This allows subject matter experts, no matter where they are located, to create polished work instructions and training content. Once the editing process is complete, procedures are published and made available for consumption across a wide range of devices. Vuforia Expert Capture procedures are automatically reformatted and optimized for every device making the viewing experience consistent and easy to follow.
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Export procedures as Microsoft® Word documents to help with the need for consistent and complete compliance documentation.
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Experts and operators can unlock additional key features to Vuforia Expert Capture by adding 3D data. 3D data can highlight key parts of a product, guide end users to the exact step location, and help validate that the steps have been done correctly. Depending on the size and complexity of the model, the processing of 3D model files and generating model targets may take anywhere from a few minutes to a few hours. Certain file types are better suited for the overall performance within the Editor itself.
Multi-file formats must be imported as a .zip file where the .zip file name must match the name of the top-level assembly. For physical objects, it is recommended that you have the same exact shape and size as the 3D CAD model.
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Use this guide as you plan, implement, and learn to use Vuforia Expert Capture. Follow step-by-step instructions and get resources to help you capture and share expert knowledge and meet your business goals.
This information is useful for:
A Success Path is an online guide to help you implement a specific PTC product at your organization. Each path provides step-by-step instructions and includes training and resources along the way. Use a Success Path to help your organization get the most out of a product and achieve your business goals.
Did you find this helpful?
Learn the basics about Vuforia Expert Capture, and the software and hardware you need to implement this technology.
Vuforia Expert Capture is an end-to-end solution built to empower rapid and intuitive creation of high-fidelity augmented work instructions. These instructions provide step-by-step guidance to operators and technicians, where and when they need it— in the real-world context of their daily work environment. Subject matter experts and authors create work instructions hands-free, using an eyewear device. With Vuforia Editor, end users can edit the procedure they captured. Then they can view Expert Capture procedures on eyewear devices, smartphones, tablets, and desktop or laptop computers.
Expert Capture empowers industrial enterprises to rapidly document expert knowledge and easily scale that knowledge to new, redeployed, or remote workers as hands-on training or task guidance.
Recommended Resources
Experts and operators use the Vuforia Capture app on an eyewear device to create augmented work instructions. They can capture hands-free, first-person, step-by-step video and images of procedures as they perform them. Using pre-configured templates that automatically create step-by-step procedures, anyone can author a procedure: no CAD data or coding required. The entire capture process is controlled by voice commands, gestures, and includes location-based steps on AR-enabled headsets.
The content created using Vuforia Capture, along with any existing images or videos, are uploaded and reconfigured into detailed procedures using the Vuforia Editor, a SaaS-based cloud platform. This allows subject matter experts, no matter where they are located, to create polished work instructions and training content. Once the editing process is complete, procedures are published and made available for consumption across a wide range of devices. Vuforia Expert Capture procedures are automatically reformatted and optimized for every device making the viewing experience consistent and easy to follow.
Recommended Resources
Export procedures as Microsoft® Word documents to help with the need for consistent and complete compliance documentation.
Recommended Resources
Experts and operators can unlock additional key features to Vuforia Expert Capture by adding 3D data. 3D data can highlight key parts of a product, guide end users to the exact step location, and help validate that the steps have been done correctly. Depending on the size and complexity of the model, the processing of 3D model files and generating model targets may take anywhere from a few minutes to a few hours. Certain file types are better suited for the overall performance within the Editor itself.
Multi-file formats must be imported as a .zip file where the .zip file name must match the name of the top-level assembly. For physical objects, it is recommended that you have the same exact shape and size as the 3D CAD model.
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It is essential to identify and prioritize the right use cases to demonstrate the value of Vuforia Instruct and Step Check. Identify opportunities that are likely to generate the most value for your organization. Then, finalize and design your use cases.
To get the support your program needs, you must prove how Vuforia Expert Capture aligns with the strategic goals of your company. Identify which business drivers, when improved, will create the most value for the organization. How does your organization plan to remain profitable in the coming years? Consult executives to gather high-level business goals.
Common business goals that Vuforia Expert Capture helps you achieve include:
Once you identify the most important business goals, document the activities or capabilities that will create value. How will Vuforia Expert Capture help your organization meet its business goals? There will usually be multiple drivers for each goal.
Ensure your program is focused on the right use case by identifying and outlining the challenges your business is facing. Not all of the challenges you list will be applicable to Vuforia Expert Capture. Consider existing issues that prevent your organization from achieving its goals. For example, when workers do not have the right information to fix equipment in a timely manner, does it cause downtime? What resources are required to fix the issue in your current state?
Prioritize your list of business challenges, keeping business value top of mind.
To better understand how Vuforia Expert Capture can address your business challenges, learn about other companies’ use cases—and what impact Vuforia Expert Capture had on their business.
Example use cases include:
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Now that you have a prioritized list of business challenges, explore the top possibilities. Answer these questions:
Answering these questions should determine which business challenges align to Vuforia Expert Capture.
Now that you have a prioritized list of business challenges, explore the top possibilities. Answer these questions:
Answering these questions should determine which business challenges align to Vuforia Expert Capture.
The list of possibilities may seem endless. Rank your use cases to focus your efforts and generate the most value.
For each of your possible use cases, create a matrix to identify:
Use cases with tasks that are high-frequency and low-impact, or low-frequency and high-impact are high-value opportunities to apply Vuforia Expert Capture.
Work with stakeholders and subject matter experts to make realistic projections. The matrix will reveal which use cases are viable and of high value.
Use Case Prioritization Matrix Part 1: Procedure Description and Pain Points
Use Case Prioritization Matrix Part 2: Demographics and Sizing
Use Case Prioritization Matrix Part 3: Procedure Ownership and Tracking
With all the information collected, select the most achievable use cases that will provide the most value to your organization. The best way to gain momentum is to start the project in an area where you can prove value quickly. As you decide how to implement your use cases, begin with something achievable that provides return on your organization’s investment and acts as a baseline for broader adoption. If your use case supports your organization’s key business drivers, you’re more likely to get leadership support.
Once your use cases are chosen, clearly define the desired outcome and start thinking about key metrics you’ll need to measure and prove value. Document your chosen use cases and confirm them with project leaders. Include success criteria—the specific and measurable factors your project must meet to achieve the high-level goals—for each use case and what steps you will take if that criteria is not met.
Revisit your use cases and continue to improve upon them. Early success will help with your long-term strategy.
If you have not done so already, make sure Vuforia Expert Capture meets your organization’s security policies and compliance requirements.
Check your organization’s policies and identify your security requirements. Your IT department will likely have specific rules governing software, mobile/eyewear devices, and data security. Early in the project, contact the people at your organization who are responsible for vetting new technology—addressing security concerns early will prevent delays later.
Vuforia Expert Capture is a SaaS (software as a service) solution built to safeguard users’ data and intellectual property. If your IT team has concerns about storing data in the cloud, PTC is available to address them. If you need specific security information or reports, contact your PTC sales representative or customer success manager.
Vuforia Expert Capture security features:
Determine whether the procedures you’re documenting with Vuforia Expert Capture are subject to any compliance standards. For many industries, job-based work instructions must comply with standards from various regulatory bodies. For example, Good Manufacturing Practice requires companies to maintain detailed records of updates to their standard operating procedures.
Compliance questions to consider:
Vuforia Editor saves a history of every change you make to a procedure. This rich history of the procedure shows you:
Organizations can use Vuforia Expert Capture to stay in compliance with regulations. You have full transparency into your organization’s procedures. Your work is always saved.
Plan how Vuforia Expert Capture will affect your organization’s compliance processes.
You will need some combination of eyewear devices, computers, and mobile devices to use Vuforia Expert Capture. Before you select which devices to use, identify any safety and security standards that devices must meet.
Safety and compliance
Imagine the employees who will use Vuforia Expert Capture and consider the environments where they work. Are there any restrictions on the devices they can use while performing their jobs? For example:
Document any relevant safety and compliance rules.
Security
The devices you use to record and view procedures will temporarily store data. These devices have built-in security features, but your organization may require stricter protection. Are there data security policies that govern devices at your organization? For example, you may need to install Mobile Device Management software on the devices to allow your IT department to monitor and secure them. Document any relevant security rules.
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Engage the employees who will contribute to the Vuforia Expert Capture program. Consider hiring outside resources to fill in gaps and get expert guidance.
Your team is one of the most important components of your Vuforia Expert Capture program. You will need help from a variety of people to achieve your use cases. In your organization, identify who will fill these roles on your team:
One person may fill more than one of these roles, or you may have several contributors assigned to each role. Depending on the size of your organization and your use case, you may include people from various locations across the business or around the world on your team. For example, you may have a global team that leads oversight and strategy, with local teams at each factory or site led by a local execution lead.
Regardless of how you structure your team, make sure there’s a leader in place to coordinate across teams and ensure you’re achieving your goals.
As you build your Vuforia Expert Capture team, engage any employees who are interested in and will use the new technology in their jobs. This will create early buy-in and excitement, which will help maintain your momentum. Consider including end users when testing procedures before making them widely available. Their feedback can be useful to ensure that the procedures are understandable.
Your Vuforia Expert Capture program will benefit tremendously from leadership support: ensure leaders communicate the importance of your program to their teams in regular forums and feedback sessions. Identify and engage various people across your organization to support your program. The right leaders may vary business to business, but in general, choose both an executive sponsor and a champion.
Leadership support also helps cultivate collaboration among the teams using Vuforia Expert Capture across your organization. The more your teams interact, share best practices, and work together, the more buy-in you'll generate.
Engage the people who will make decisions and take action on your Vuforia Expert Capture program. Their support and know-how will be a key asset throughout the deployment process. In your organization, identify who is responsible for:
Contact the appropriate partners and decide their involvement in the program. You’ll need their help on important tasks.
PTC offers services to help organizations achieve success with Vuforia Expert Capture. Customer Success Services can help you plan, implement, and measure the value of your Vuforia Expert Capture program. Consider using an outside resource to cover skill gaps or speed up your program. Contact your PTC Customer Success Manager to learn more.
Document your strategy for Vuforia Expert Capture by creating a program plan. Determine who should oversee the program, when key milestones will occur, and how you’ll coordinate your efforts across teams. Most importantly, focus on supporting your organization’s strategic business goals.
Now that you have chosen the use cases your organization will pursue, plan how you will achieve and measure them. Create a program plan that outlines the value you expect to create for the business and reflects your vision for Vuforia Expert Capture. The program plan will be high level, long term, and affect multiple areas of your organization.
A program plan should specify:
Focus on quantifiable goals you expect Vuforia Expert Capture to help your organization achieve. Later, you will create a project plan that details how you will complete specific deliverables to support those goals. Document your program plan, share it with your team, and make sure everyone is working toward a shared goal. Revisit the plan as your implementation progresses, changing it as needed. Designate someone to maintain the document: a project manager, program manager, or champion.
As you develop your program plan, consider how you will facilitate changes that Vuforia Expert Capture will bring. Your workforce will adopt a new mindset, develop new skills, and learn new technology and processes. And while necessary, change can be difficult.
To help employees embrace change, plan to:
Later, you will plan how to build excitement and address concerns with others at your organization.
PTC can help your organization navigate change and achieve your goals, faster. Contact your PTC sales representative to learn more about organizational change support.
Earlier, you outlined the roles you need to successfully implement Vuforia Expert Capture. If you have not already, document who at your organization will fill those roles. Some members of the team will be responsible for achieving the program goals, and some will be responsible for executing specific deliverables to support those goals.
Organize the people on your team to facilitate success. First, decide who will be invested in and accountable for achieving key goals—typically, the champion is responsible for governing the program. If you are rolling out Vuforia Expert Capture to multiple business units or locations across the organization, you may need multiple leaders to govern the program. A program manager may also be involved to coordinate the various teams. This role ensures alignment across teams and is responsible for meeting deadlines, following the strategy, and achieving goals.
The champion will also identify how Vuforia Expert Capture will affect various business units across the organization. They collaborate with leaders whose teams will use Vuforia Expert Capture, and who may have conflicting needs. This role considers how this new technology will affect people, processes, and tools across the organization and makes decisions accordingly.
Meanwhile, the execution lead, technical lead, and other team members will focus on the day-to-day work of implementing the technology: setting up Vuforia Expert Capture and empowering others to use it. They report progress to the program manager and champion, who ensure they’re achieving the strategic vision. Decide how to organize the project contributors and who they report to. Also decide who has the authority to make important decisions and take action.
After you have decided which use cases you will pursue, document those use cases and the program scope. Which aspects of your organization will benefit most? Determine which people, processes, and tools will be affected by Vuforia Expert Capture. For example, your scope may include employees working at particular locations, and exclude other locations.
Later, you will create a project plan that specifies more details about the people who will use Vuforia Expert Capture and the procedures you will document.
A value roadmap defines the timeline and scope for each use case and the expected value attainment for each. Estimate how much time your organization will require to fully implement your use cases. Depending on the scale of your program, your timeline could be 4 months, 1 year, or more.
Given your timeline, decide when to pursue each use case (which use case comes first, second, third). We recommend dividing your project into phases and working toward 1-2 use cases in each phase. Consider aligning phases to business quarters. Document how many phases you need, and which use cases are included in each. Build milestones into the plan and measure progress as you go.
Identify possible risks to achieving your program goals and imagine how to mitigate them.
Possible risks include:
Oftentimes, proactive communication, strong executive leadership, and thorough planning minimize risk.
Establish a process for communicating, escalating, and resolving problems that may arise. By designating key decision makers early in the project, you’ll be better prepared to address issues quickly. Make sure the team understands the chain of command.
Questions to consider:
Establishing a clear structure for managing issues will prevent delays to the project later.
Decide how everyone contributing to the project will collaborate and communicate (program operating model). In some cases, the decisions made by one contributor will affect other contributors later—and you will need to share updates accordingly. Consider whether different workstreams need to be standardized across the program.
Questions to consider:
Planning how the project will operate is crucial for achieving your program goals—especially if the contributors do not often work together.
Plan how you will execute your Vuforia Expert Capture use cases. Decide which procedures to begin with, who will be involved, and when you will do the work.
Defining the scope of your Vuforia Expert Capture project gives stakeholders a shared understanding of their role, and the project objectives and goals. Ensure the scope is manageable for your timeline and budget and fulfills the success criteria for your use case. Plan your project in a phased approach: work toward short-term goals within your long-term plan. This phased approach will generate quick wins and keep momentum moving forward.
Choose procedures to document
Decide which procedures you’ll document first using Vuforia Expert Capture. Start with 1-10 procedures in the initial phase of the project. Your first procedures should be realistic and provide value quickly. Consult managers, subject matter experts, and frontline workers across the organization—they may recommend which procedures are a good fit for your first effort.
Focus on procedures that pertain to your use case. In your project plan, document information around the “as is” state of the work procedure. For example: today, frontline workers use paper-based documentation that is out of date, resulting in wasted time and the possibility of errors.
We recommend choosing procedures shorter than 10 minutes so you can get comfortable using eyewear devices, navigating the Capture app interface, and narrating your actions. Try to capture your procedures in the correct order, but it's ok if you cannot—you will edit them later. You can also re-record audio without redoing the entire procedure, if needed. Test with a small number of users, then make changes based on their feedback, as necessary.
Now that you have assembled your team—led by an execution lead—consider who else will be immediately affected by your Vuforia Expert Capture project. Consider who will use these procedures to do their jobs and who creates or manages work instructions today. These team members will need training to use Vuforia Expert Capture.
Verify that your subject matter experts have time to commit to helping with your project: if they cannot find time to capture procedures, your project will lose momentum. Before you begin, they should be fully trained and confident using eyewear devices to capture procedures.
Before you deploy Vuforia Expert Capture to workers who will use it in their jobs, select a few participants to test the solution. These initial users do not need Vuforia Expert Capture experience, but they should be enthusiastic about embracing new technology and willing to dedicate time to the project. Contact your testers early in the project and provide first access to Vuforia Expert Capture training.
If you have not yet done so, document any stakeholders, executive sponsors, business leads, subject matter experts, or other contributors so everyone on the project is clearly identified and accountable.
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Establish a timeline that includes short-term and long-term goals to stay on track with your project. It should also include completion dates, milestones, key deliverables, and a rollout date. You’ll create a rollout plan later.
The frontline workers, subject matter experts, and managers using Vuforia Expert Capture will need training to get started. We recommend you also include members of your IT team in training, so they can provide technical support to other users. Depending on the scale and timeline of your project, your training needs may evolve. PTC offers independent training to train your team members.
Independent training: Access documentation that explains how to use Vuforia Expert Capture.
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One of the most important steps in your Vuforia Expert Capture project is to plan how you will measure success. In order to report your return on investment, you must measure key performance indicators: Determine your goals, define your plan, and establish your operational metrics and a clear baseline.
What is the goal of your Vuforia Expert Capture use case and how will you deem it successful? Establishing a measurable goal and quantifiable metrics will keep your project on track and enable you to gain momentum.
Establishing clear goals also helps:
Depending on your industry, there are a variety of metrics to consider for your use case. Some examples include:
Do not forget to also document "soft" metrics such as customer satisfaction and employee confidence.
After you identify the goal and metrics your organization will track, it’s important to document and share your measurement plan. In your measurement plan, include:
Before you start using Vuforia Expert Capture, you must document your organization's "as-is" state. If you fail to establish baseline metrics, it will be difficult to measure whether your Vuforia Expert Capture project had a meaningful effect on your organization.
For example, if you are trying to reduce training time on a particular task, quantify how long it takes to train individuals on that task today, using your current method. In this example, consider not only the time it takes to train the individual, but also the time required from the subject matter expert performing the training.
Establishing your baseline metrics will help prove the value of your project. Create a spreadsheet, or similar document, to record your baseline metrics and track any updated metrics throughout the project timeline.
Vuforia Expert Capture runs on eyewear devices, smartphones, tablets, and computers. To use it hands-free, you must invest in eyewear technology. Decide which devices are right for your organization.
You will need some combination of eyewear devices, mobile devices, tablets, and computers to use Vuforia Expert Capture.
The best device for your situation depends on your use case and the circumstances where you will use Vuforia Expert Capture. Consider the environment where you will capture video or photos for your procedures and the types of procedures you’re creating. Then decide whether 2D eyewear devices (such as RealWear) or 3D eyewear devices (such as HoloLens) will work better.
For example, if you need to move from one location to another as you perform the procedure, then 3D eyewear devices can be beneficial—the spatial tracking functionality guides you to the places in the factory or building where each step needs to be completed.
Similarly, think about where and how employees will execute procedures. Are 2D eyewear, 3D eyewear, mobile devices, or computers the best option?
Learn the requirements and constraints of each option to determine which devices are best suited for your use case.
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Earlier in the project, you checked whether your organization has security, safety, or compliance policies that restrict which devices employees can use while performing their jobs. Determine whether your devices must meet glass, combustion, or other safety standards. Keep these factors in mind as you explore device options.
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If you need new devices for your Vuforia Expert Capture project (eyewear devices, mobile devices, tablets, or computers), purchase them now. Reach out to the appropriate approvers to get budget for the devices. The IT department can often help get a cost quote and place the order.
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Make sure your IT infrastructure is equipped to support Vuforia Expert Capture. You’ll need internet connectivity and a Google Chrome or Microsoft Edge web browser to capture, author, and execute procedures.
You will need internet connectivity to use some features of Vuforia Expert Capture.
Internet connectivity is required to:
Internet connectivity is not required to:
Consider where and how employees will capture, author, and execute procedures. Then verify they can connect to the internet in those environments, if needed.
Vuforia Editor—the application used to author procedures—requires a Google Chrome or Microsoft Edge web browser. Ensure everyone who will author Vuforia Expert Capture procedures has access to Google Chrome or Microsoft Edge.
Because the software is SaaS (software-as-a-service) and the user accesses it online, there’s no need to host the software on your organization’s servers.
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Plan how your organization will introduce Vuforia Expert Capture to the employees who will use it. A thorough rollout plan helps you navigate change and encourage users to adopt this new technology.
Plan how to support employees as they learn to use this new technology. You may roll out Vuforia Expert Capture to a large audience all at once or release it to smaller groups gradually. The specifics of your rollout plan will vary, depending on your organization’s use case.
A rollout plan outlines:
In addition to your first set of procedures, plan how you’ll roll out new procedures on an ongoing basis. As you create and release new Vuforia Expert Capture procedures, consider these questions:
Your rollout plan will communicate many of the decisions you made through project planning. Document your rollout plan and share it accordingly.
Users at your organization will sometimes need technical support to successfully use Vuforia Expert Capture. To support these users, PTC recommends establishing a “help desk” within your IT department. IT personnel should complete Vuforia Expert Capture training so they’re prepared to answer basic questions and troubleshoot issues.
In cases when the help desk is unable to resolve the user’s issue, PTC offers technical support: your organization’s help desk personnel or Vuforia Expert Capture administrator can log a case with PTC eSupport. Once received, a member of the technical support team will assist you.
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Plan how your organization will maintain the hardware and devices needed for Vuforia Expert Capture. Regular maintenance will ensure uninterrupted productivity, stronger data security, and easier use.
You will need some combination of eyewear devices, mobile phones, tablets, and computers to use Vuforia Expert Capture. These devices must be inventoried, maintained, secured, and updated—similar to other technology employees use in their jobs. This responsibility typically falls on IT.
There are many questions you must answer to determine the best device management plan for your needs:
Document your device management plan and share it accordingly. Most importantly, make sure the workers who use the devices understand their role in maintaining them.
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Vuforia Expert Capture releases software updates every month. We recommend installing the latest updates to the apps you use to capture and execute procedures. These may include Vuforia Capture and Vuforia Vantage. Vuforia Editor updates automatically—there is no need to download or install anything.
You can configure the apps to automatically update through the device’s app store. If your organization prefers to limit the ability to update the software, determine who will be responsible and how updates will take place. You may use mobile device management software to distribute updates. Remember: devices must be connected to the internet to receive updates.
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Using technology like Vuforia Expert Capture can greatly improve productivity, decrease wasted time, and much more. However, for those users who will create and use procedures, the changes may feel daunting and adversely affect their jobs. Take proactive steps to engage contributors and ease the transition.
While it is important to communicate, it’s also imperative to listen. If stakeholder communication is only coming from one direction, you risk overlooking valuable feedback, inventive ideas, or important concerns from people in your organization.
To help facilitate and elicit feedback, try one or more of the following methods:
Whichever method you choose, be sure frontline workers, managers, new trainees, project participants, and other stakeholders know how to express concerns, share ideas, and ask questions.
Advocate for Vuforia Expert Capture across your organization. If possible, get support from leadership and ask them to help you spread the news. Consider sharing updates with executive leaders, managers, trainees, and other employees as appropriate.
Whenever you communicate about Vuforia Expert Capture, clearly articulate why you are implementing it. Know how to explain:
Prevent inaccurate assumptions by clearly communicating the value this new technology will bring to your organization.
Document how, when, and to whom you will communicate throughout your project. Keeping employees informed can help ease concerns about big changes.
Guidelines for creating a communication plan:
Change can be uncomfortable—but it is inevitable for businesses to stay competitive. Implementing new technology like augmented reality is no different, but there are ways to smooth the transition and build excitement about the new initiative.
One way to introduce Vuforia Expert Capture to employees is to show them its amazing possibilities. Help audiences understand the technology by demonstrating how others use it. Read examples of use cases here. Explain how this will connect to what employees are doing today and why it should matter to them.
Giving employees an opportunity to interact with Vuforia Expert Capture firsthand is another way to create excitement. For example, you will test your Vuforia Expert Capture procedures throughout the project to make sure they’re functional and usable. Early in the project, recruit employees to help test it. By involving end users early and listening to their ideas, you encourage them to advocate for the project on your behalf.
Invite users to access Vuforia Expert Capture. Then, set up the account you’ll need to get help from PTC.
The first step to set up user accounts is to activate the administrator account. The Vuforia Expert Capture administrator will be responsible for adding and removing users across their organization. An organization selects an administrator when they finalize their purchase contract with PTC.
The administrator will receive an email from “noreply@ptc.com” inviting them to activate their account. They will enter their name and create a password. Once active, the administrator will get access to the admin center, where they’ll invite and manage users.
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PTC offers two ways to get help.
For Administrators: Vuforia Expert Capture Administrators may open a support case with PTC eSupport. To open a case, you must have a PTC customer account. To create your PTC customer account, you'll need your PTC Customer Number and your PTC Service Contract Number. After you file a case, a member of the technical support team will assist you.
For Users: If you do not have or do not know your Service Contract Number, the PTC Community is your best resource for support. Browse information about using the product, follow others’ topics, or post a new topic. A knowledgeable community member will respond and help.
Anyone can explore the PTC Community. If you’d like to post a topic or respond to others, you must create a PTC basic account. Select the "Basic" tab on the "Create New PTC eSupport Account" page. This account is separate from your Vuforia Expert Capture account.
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Single sign-on is available for Vuforia Expert Capture, though not required. Single sign-on allows employees to use their existing company email address and password to sign in to Vuforia Expert Capture. If you prefer not to set up single sign-on, skip this step. You can also set it up later, though the transition time may take longer.
To set up single sign-on, you must have an identity provider that supports SAML 2.0. See the “How to integrate SAML 2.0” article below for details.
If your organization's identity provider supports SAML 2.0, open a support case with PTC eSupport to set up single sign-on. You will need a support account to contact eSupport, explained in the previous step. Notify any affected users once single sign-on is functional.
If you do not set up single sign-on now, you can set it up later. Setting it up later may take longer depending on the number of users you have. You also risk interrupting someone’s work. Communicate with all users before setting it up.
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You need a Vuforia Expert Capture account to capture, author, and execute procedures. Vuforia Expert Capture includes several applications: Vuforia Capture, Vuforia Editor, and Vuforia Vantage or Vuforia View, depending on the device type you are using to execute procedures.
You need a Vuforia Expert Capture account if:
You do not need a Vuforia Expert Capture account to capture procedures using HoloLens or RealWear eyewear devices.
To create your account, follow these steps:
Once you have activated your account, you will have access to Vuforia Expert Capture. You administrator will assign you to a user role. You can be assigned the role of Administrator, Manager, Author, or Viewer. Each role has varying levels of access to functionality in Vuforia Expert Capture. If you are having trouble logging in or do not have the correct role assigned, contact your administrator for help.
Visit the Help Center for more information about user roles.
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Each role has varying levels of access to functionality in Vuforia Expert Capture.
We recommend assigning a limited number of administrator roles. If you are having trouble logging in or do not have the correct role assigned, contact your administrator for help.
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Obtain and set up the devices you will use for your Vuforia Expert Capture project. Make sure the employees who will use eyewear devices have the opportunity to experience what it is like to wear them in their day-to-day jobs.
The devices you chose to run Vuforia Expert Capture may require some initial setup or configuration. Verify your devices are connected to Wi-Fi and ready for use before proceeding. No need to install Vuforia Expert Capture software: for now, workers are learning the basics of the device, not the software.
Eyewear devices like Microsoft HoloLens and RealWear HMT empower users to view work instructions, hands free. Getting accustomed to eyewear devices takes practice. It will take time to get used to how it fits and how to consume work instructions in a new way. The gestures and voice commands you will use to interact with the device will feel strange, at first.
Start acclimating workers to wearing and using the devices on the job as soon as possible. Some first-time users say wearing an eyewear device for as little as 15 minutes helped them get acclimated.
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Model targets are important to understand, as they allow digital Augmented Reality content to be overlayed on top of the real world. Upon publishing your procedure with your 3D data, Vuforia will automatically create a Standard Model Target and will start the process to generate an Advanced Model Target. The 3D component of the experiences can now be accessed for end users in Vuforia Vantage for desktops, mobile devices, and HoloLens. If the end user is on desktop, they will see a 3D rendering of the object on the screen with 3D content critical to the procedure. If the end user is on a phone, tablet, or HoloLens device, they will be presented with a white chalk outline of your 3D rendering. The end user can then line up the digital chalk outline with the physical object and see Augmented Reality Content on top of the physical object.
When you initially publish an experience with a 3D model, Vuforia Expert Capture quickly creates a Standard Model Target while it generates an Advanced Model Target for easier alignment of the digital and physical object. The Standard Model Target allows end users to quickly access the procedure after publishing and creates a white chalk outline of the digital content. The end user needs to match the white chalk outline to the physical object on phones, tablets, and HoloLens to acquire the target and see the Augmented Reality 3D content. It is necessary to align the shape of the white chalk outline to the physical object when the procedure is using the Standard Model Target. After the target has been acquired, then the user can walk around the object, and progress through the procedure. Once the Advanced Model Target is done generating, the end user can look at the object from any angle, and the white chalk outline is just a suggestion. This means the white chalk outline does not need to exactly match with the physical object to acquire the target when using an Advanced Model Target. The change from Standard to Advanced Model Target happens automatically and will not need action from the author.
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You need several applications to use Vuforia Expert Capture: Vuforia Capture, Vuforia Editor, and either Vuforia Vantage or Vuforia View. In some situations, you'll need both Vuforia Vantage and Vuforia View.
You must install the Vuforia Capture app on each eyewear device you will use to capture procedures.
If you are using:
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You will use Vuforia Editor to author and publish procedures. Vuforia Editor is a web-based SaaS (software as a service) application, so there is no need to install any software. Vuforia Editor is only supported on Google Chrome or Microsoft Edge web browsers. If you do not have the required web browser, install it now.
Then, open Vuforia Editor and sign in with your email address and password. If you have not yet set up your account, follow these steps.
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You must install Vuforia Vantage or Vuforia View on your devices to view and execute procedures.
To view procedures on a desktop or laptop computer, you do not need to install anything. You will receive a link to a procedure and use your web browser to view it. You must be signed into Vuforia Expert Capture when you view procedures on a desktop or laptop computer.
Download and install Vuforia Vantage if you are using:
Download and install Vuforia View if you are using:
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Plan and document the process you’ll follow to create procedures. Determine who will be responsible for planning, capturing, editing, and approving each procedure.
If you have not done so already decide which procedures you will document first using Vuforia Expert Capture. We recommend starting with procedures that fit your use case and provide value quickly.
Once you determine your first procedure, connect with your subject matter experts—those with the knowledge and expertise to complete the procedure—to start planning.
Plan how you will create and manage procedures using Vuforia Expert Capture. Think about the requirements your organization has for managing procedures today (paper-based work instructions, training materials, etc.). Then, account for those requirements as you create a new process. Documenting this process establishes standards for everyone creating and maintaining your procedures at your organization.
Your process should include:
Establishing this process will ensure the procedures you create are up to date, compliant, and useful as your procedure library and user base grow.
Learn how to use an eyewear device and the Vuforia Capture app to document your expertise. With the right preparation, most users feel comfortable using this new technology faster than expected.
Vuforia Expert Capture empowers you to document and share your expertise. Follow these four steps to create procedures.
You can also export the procedure to a Microsoft Word document, if necessary.
You will learn specifics about how to capture, author, and execute procedures in later steps.
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To successfully capture a procedure, we recommend preparing beforehand. Start by planning your procedure and preparing your work environment. You may have already covered some of these details when you planned your workflow.
Create a plan:
Decide which process or task you are documenting.
Identify who is going to demonstrate and record the process or task. Look for someone who is knowledgeable about the process—their expertise is extremely valuable. Ideally, this subject matter expert is also comfortable learning new technology. Depending on your process, one person may be responsible for both planning and demonstrating/recording the procedure.
Jot down an outline or script. List all the steps you will perform. Then for each step, include a brief description and document any tools or equipment you will need. Write a script for what the expert will say as they record.
For each step, include:
Rehearse the process. We recommend practicing the procedure before you attempt to record it. Wear an eyewear device and perform the procedure. Adjust your script if necessary.
Prepare your workspace. Perform the procedure in a real setting, using the actual machine or object. Gather any materials, tools, or props you will need.
Get a template and an example plan at the “How to Plan your Vuforia Expert Capture Procedure” resource below.
Remember: Mistakes are inevitable. Do not worry if you stumble on a step—your capture does not have to be perfect. You will remove mistakes during the editing process later.
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After you plan your procedure and prepare your work environment, you’re ready to use Vuforia Capture. You’ll need an eyewear device and the Vuforia Capture application. Keep your outline/script nearby in case you need a reference.
The steps to follow to capture a procedure will vary slightly depending on whether you’re using a RealWear, HoloLens, or Magic Leap eyewear device. See the articles below for detailed, device-specific instructions.
In the beginning, it may feel strange to wear an eyewear device and record yourself doing a task. But you may be surprised how quickly you get used to it. Most users feel capable using Vuforia Expert Capture after capturing 3-5 procedures.
If you need more training, PTC offers a variety of resources to help you learn how to use Vuforia Capture:
Everyone learns at their own pace. Give yourself plenty of time to get accustomed to the software. If you’re new to eyewear devices, we recommend you practice wearing and using those devices prior to completing Vuforia Capture training.
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Here are a few tips and tricks to help you use Vuforia Capture.
See below for more best practices.
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After you use the Vuforia Capture app to capture a recording, use Vuforia Editor to transform it into step-by-step procedures.
Vuforia Editor is an easy-to-use, web-based environment where you transform captures into finished procedures with or without 3D content. A capture is a recording created using the Vuforia Capture app. After you capture a task, process, or procedure, you are ready to edit it. If you did not record the capture yourself, refer to the procedure script or ask the person who captured it to help you edit it.
What you need:
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To create a new procedure, first upload your capture files to Vuforia Editor. Capture files cannot be uploaded directly from your eyewear device to Vuforia Editor.
Once you sign in to Vuforia Editor, you can upload your capture files.
Visit the Help Center for more information on content management best practices and how to access and upload your capture files.
After you’ve uploaded the capture files, begin editing your procedure. You can:
If your organization uses Vuforia Vantage on mobile devices or tablets, you can also:
Vuforia View does not support serial ID requirements or step feedback.
Visit the Help Center for more information about how to edit a procedure, add a serial ID, or add step feedback prompts.
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Once you have uploaded your cad file and connected it to the procedure, you will be able to customize the model for the procedure and add 3D content for each step.
Setting up your 3D Model:
Use the following steps as needed to edit each step:
Once you have edited and added the 3D content to the procedure, you are ready to publish. Next it is time to test your procedure on the physical object. To optimize model tracking, it is recommended to make custom viewpoints and to choose objects with distinct features that are not symmetrical. Making a custom viewpoint on a distinct feature will result in the best target acquisition.
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As you create and edit procedures, Vuforia Editor permanently records each change. It also records who made the change to the procedure, when it happened, and what was modified. The Versions and History table tracks these changes. Version control prevents data from being lost or overwritten. Your work is permanently saved and retrievable.
With version control, you can:
Create a new version to document a significant moment in the lifecycle of the procedure. For example, a new part was added to a machine and you need to update the procedure. Click “Create Version” and a window opens with a description box. Enter a description that gives information about why you created this version (for example, “New lever added”). Machinery can change frequently. If a part is removed or changed again in the future, you can restore a previous version.
Your changes stay private until you’re ready to share or publish. If you change a procedure in Vuforia Editor, end users won't see your updates until you publish it.
Visit the Help Center for more information on creating versions.
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Once the procedure is complete, publish it. When a procedure is published, Vuforia Expert Capture automatically creates a “release” in the “Version and History” table. The major version number will change (for example, from 1.1 to 2.0). Add a meaningful description before publishing. Once published, the procedure is available to view. If there was a previous release available to end users, the new release will automatically replace the previous version. Only one release of a procedure can appear in Vuforia View or Vuforia Vantage.
When you publish, Vuforia Editor generates a QR code and links to share the procedure with others. When scanned, the QR code shows the most recent release. With these links, you can view the procedure in an internet browser or within the Vuforia Vantage or Vuforia View apps. The QR code and the links will not change, regardless of updates or edits to the procedure. The procedure can also be exported as a Microsoft Word document. Visit the Help Center to learn more about how to share procedures.
Remember: you need to edit permissions to make published procedures available for other users.
Step Check assists users in visually verifying if a step in a procedure has been performed correctly or not. Authors will first enable Step Check in a step and set the area to validate. Once the procedure has been published, it is ready for photo collection in Vuforia Vantage. Vuforia Vantage walks the user through collecting photos from all available angles for the pass state and the failure state. The end user does not need to worry about taking the photos as Vuforia Vantage does it automatically. Instead, the user should move the device to where the app guides them. In the Vuforia Editor, the author can review the collected photos and press a button to start training the AI model. Once the AI model is trained, Vuforia Vantage will show end users a green or red icon depending on if the step is in the pass or fail state. Authors can also take a feedback photo required for additional analytics on how the step was completed by end users. With Step Check, end users are guided to the exact spot with the 3D Model information, shown how to complete the step with helpful videos and pictures, and get real time feedback if the step is in the pass or fail state. All of these parts help ensure end users feel confident they are completing the procedure correctly.
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Here are some tips and tricks to help you use Vuforia Editor.
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Use Vuforia Vantage to easily find and execute work instructions created using Vuforia Expert Capture.
The Vuforia Vantage app may be used to find and execute Vuforia Expert Capture procedures.
Use the Vuforia Vantage app for:
Each app allows viewers to follow work instructions created by experts. These work instructions are called procedures. Procedures guide the viewer through manufacturing, repair, training, or service scenarios, for example.
Using a mobile device, tablet, or eyewear device, the viewer sees the procedure from their own point of view in their real environment. They can also view procedures on a desktop or laptop computer. Viewers navigate through the steps in the procedures at their own pace, pausing as needed.
If you have not yet done so, download Vuforia Vantage for your mobile device, tablet, or for your other eyewear devices. Learn more about installing Vuforia Vantage on your device. You must log in to access your organization’s procedures. Easily access a specific procedure by scanning its QR code or inputting the URL.
If you don’t have a Vuforia Expert Capture account, contact your organization’s Vuforia Expert Capture administrator. They will add you as a new user and invite you to create a username and password.
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Here are some tips and tricks to help you use Vuforia Vantage or Vuforia View.
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Regularly meet with your project team to review your progress with Vuforia Expert Capture. Discuss project status, action items, and any issues or obstacles.
Conduct regular check-in meetings with your project team to assess progress, according to your communication plan.
Review topics such as:
Gather updates from the execution lead(s), technical lead, and other team members as they become involved in the project. Consider creating some sort of documentation (Word document, one-slide presentation, etc.) to regularly address the same topics mentioned above.
Consider meeting more frequently when your Vuforia Expert Capture project begins. As the project progresses, you could meet weekly or every other week depending on what works best for your project.
Share progress updates with other stakeholders who should be included as the project progresses. Your Customer Success Manager can help you track your progress.
Once you publish an initial set of procedures, you’re ready to make Vuforia Expert Capture procedures available to end users. End users include anyone at your organization who will use Vuforia View and Vuforia Vantage to execute work instructions or complete training. Execute the rollout plan you created earlier in the project.
Before you introduce Vuforia Expert Capture across your organization, test your initial procedures to ensure that they are effective, clear, and meet your goals. The purpose of testing your procedures is to find and fix anything that’s difficult or confusing for end users. You are also confirming the procedures are safe to use and comply with your organization’s rules and standards.
Once a procedure is published, test it in the environment and under the circumstances where employees will use it. Work with your end user: someone who’s expected to execute the procedure. This may be a trainee or frontline worker, depending on your use case. The subject matter expert who helped create the procedure should also be present during testing to receive feedback—such as confusing or unclear instructions—and gain more perspective on their work.
Test and verify:
Based on the feedback you receive, decide whether to make any changes to the procedure before you deploy it to all your end users. Repeat this testing process for each of your initial procedures.
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Ensure everyone who will use Vuforia Expert Capture has the knowledge they need to get started. Follow the training plan you created in your project plan.
This training should be straightforward and focus on getting your end users comfortable using Vantage and View. Communicate what procedures are available. Help them get comfortable using the devices to access and view those procedures. As you conduct training, monitor whether your approach is effective. You may discover end users need more time to get used to wearing eyewear devices or guidance on using them.
PTCU has short tutorials available for all users, no need to sign in. Feel free to reuse appropriate tutorials as part of your training plan for your users. Consider what they need to know and only pick which tutorials are appropriate.
Ideally, employees have been notified in advance that the organization is adopting Vuforia Expert Capture. They will be more likely to embrace the change if they know it is coming. Training is another opportunity to build excitement for Vuforia Expert Capture, providing your employees with an opportunity to try your devices and interact with a procedure firsthand.
Ensure end users know how to contact your organization’s system administrator and technical support (or help desk) if they have an issue with Vuforia Expert Capture or a device.
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To reduce downtime and achieve your project goals, it’s important to provide technical support to everyone using Vuforia Expert Capture within your organization. PTC recommends establishing a “help desk” within your IT department. Help desk personnel should complete Vuforia Expert Capture training so they’re prepared to answer basic questions, troubleshoot problems, and manage device issues.
PTC offers a hands-on training workshop to prepare the key members of your team to maintain procedures using Vuforia Expert Capture. Contact your customer success manager to learn more. This workshop can be held on-site or remotely.
In cases when the help desk is unable to resolve the employee’s issue, PTC offers technical support: your organization’s Vuforia Expert Capture administrator may log a case with PTC eSupport. Once PTC is notified of the issue, a member of the technical support team will assist them.
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Keep your devices up to date with the latest versions of Vuforia Expert Capture applications.
Update your eyewear devices regularly to ensure they remain secure and stable. You will update the eyewear device operating system and the Vuforia Capture app. PTC releases a new version of Vuforia Capture every 28 days. You need to take extra steps to install updates depending on which eyewear devices you use.
If you are not permitted to install software updates, contact your company's IT department or administrator. They may have a process for updating devices on employees' behalf.
If your HoloLens or Magic Leap device is connected to the internet, they will update the Vuforia Capture app automatically when a new version is released. You may need to sign in to the app after the device updates.
To update Vuforia Capture on RealWear eyewear devices, follow these steps:
Devices must be connected to the internet to update.
You will need to update each device individually. Unless you are using RealWear Foresight, which allows you to update multiple devices at one time.
You may need to sign in to the app after the update is installed.
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Vuforia Editor will update automatically—there’s no need to update, download, or install anything.
PTC releases new versions of the Vuforia Vantage and Vuforia View apps every 28 days. Keep your viewing apps updated on all devices to ensure users can execute procedures without software issues. You may need to take extra steps to install updates depending on your devices.
If you're not permitted to install software updates, contact your organization's IT department or administrator. They may have a process for updating devices on employees' behalf.
On May 27, 2021, you must switch from Vuforia View to Vuforia Vantage if you’re using mobile and tablet devices. Vuforia View will no longer be available for accessing Vuforia Expert Capture procedures.
If you’re using eyewear devices (not including Magic Leap devices) to view procedures, you’ll continue using Vuforia View.
The latest version of Vuforia Vantage is available for your supported mobile devices and tablets in the iOS and Android app stores.
If your HoloLens or Magic Leap eyewear device is connected to the internet, it will update Vuforia View automatically when a new version is released. You may need to sign in to the app after it updates.
To update Vuforia View on RealWear eyewear devices, follow these steps:
You’ll need to update each device individually. Unless you’re using RealWear Foresight, which allows you to update multiple devices at one time.
You may need to sign in to the app after the update is installed.
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Once your end users have been using Vuforia Expert Capture for a few weeks, evaluate how the project went. Gather your team for a meeting or workshop to discuss their experiences and gather their feedback. Look for opportunities to improve on your next project.
After you deploy Vuforia Expert Capture, evaluate how the project went: a project retrospective is your opportunity to reflect on the project. Gather feedback from the project team, employees who helped create the procedures, employees who are using those procedures, and anyone else involved with Vuforia Expert Capture.
Explore questions like:
The project retrospective helps you identify opportunities to improve processes, reallocate resources, and change your approach. It also helps you communicate positive outcomes as you encourage others to adopt Vuforia Expert Capture.
Now that employees are using Vuforia Expert Capture to perform their jobs, determine whether the devices they’re using to capture and view procedures are ideal (mobile devices, tablets, eyewear devices, or computers). Get feedback from those who captured procedures and a diverse range of viewers. If possible, observe them using Vuforia Expert Capture in their real-world environment.
Explore questions like:
The feedback you receive will help you make decisions about devices for future Vuforia Expert Capture projects. As you grow your program, you may consider adopting additional devices or retiring existing ones.
Revisit the goals and metrics you established for your Vuforia Expert Capture use case. Then, gather the data you need to measure success.
After your Vuforia Expert Capture use case is implemented, revisit the goals and metrics your organization set in your measurement plan. Review your baseline metrics—for example, rework and scrap costs from improved training—then gather current data. If you do not have access to the information you need, contact someone who does, like the line manager who records the cost of rework.
Evaluate your metrics on an ongoing basis, according to your measurement plan.
If your organization uses Vuforia Vantage, you can use Vuforia Insights to analyze data about how end users executed procedures. Any procedures viewed with Vuforia View will not be included in your Vuforia Insights data. This tool is only available to managers and administrators.
Vuforia Insights tracks:
Visit the Help Center for more information about how to use Vuforia Insights.
Compare the baseline metrics to your current data to determine how much value Vuforia Expert Capture has provided so far. If you are not achieving value, the set of metrics you chose may not be accurate for the use case or there may be another factor affecting the current outcome. Reassess and make any necessary adjustments.
At this point, confirm your goals have not changed from your initial measurement plan. Consider if they are still relevant and adjust accordingly. If you do adjust your goals, give your stakeholders a clear reason why.
Share the results and any adjustments to your goals with the project champion, organizational leaders, execution leads, end users, and other stakeholders. It is important to share these results so all stakeholders are informed about the value of your project. Reviewing these results can also help you reassess and strategize next steps.
Return to the value roadmap for your Vuforia Expert Capture program. Prioritize your next steps based on the value that your Vuforia Expert Capture procedures contribute to your long-term goal.
As you measure the success of your Vuforia Expert Capture project, revisit your roadmap. Determine your next steps based on the value your project delivered. Plan any adjustments you need to achieve or sustain value for the organization. Consider how you will grow the use of Vuforia Expert Capture in your organization to achieve the most value.
Your roadmap should reflect what’s feasible and needed to grow your Vuforia Expert Capture program. For example, if you plan to start using Vuforia Expert Capture at additional sites or among new users, make sure everyone has the devices and training they need to author and execute procedures.
Review how many user seats you have. Are more teams across your organization going to start using Vuforia Expert Capture? If yes, will you need more Viewers, Authors, Managers, or Administrators? Do you have enough seats?
Revisit your long-term strategy and program goals. Consider if you need to adjust your priorities to meet your goals, and discuss any problems and new insights. Ensure your next steps are clear to all stakeholders to keep the project moving forward.
We also recommend encouraging employees to adopt Vuforia Expert Capture. Are they using Vuforia Vantage or Vuforia View to execute procedures? Can they teach others how to use the technology? Empowering users to teach one another will help integrate the technology in your organization.
Log a case with eSupport using your Service Contract Number. Don’t have it? Ask the Community.
Find step-by-step instructions and information about using Vuforia Capture, Vuforia Editor, Vuforia Vantage, and Vuforia View in the Help Center.
Visit the PTC Community to get product assistance, share ideas, and browse information about using Vuforia Expert Capture.
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