MCAD Basic Technical and Demo delivery
Learning Path Checklist
Abstract:
This Learning Path focuses on training pre-sales technical specialists to deliver an MCAD front
demonstration to customers & prospects. It is made up of 3 main sub-sets that focus on
background knowledge of the PTC product set, basic technical training & demonstration skills.
Overview of content:
(See detailed content below for more information on each step).
 Step 1: Checklist: Please print for your reference.
 Step 2: Take the PTC Knowledge classes: Required.
Pro/ENGINEER – yesterday, today & tomorrow (WBT)
PDS Vision Flash presentation (link to www.ptc.com)
Partnering for success: Precision Learning Methodology (WBT)
 Step 3: MCAD Basic Technical Training - take the ILT or the WBTs.
Fast Track to Pro/ENGINEER Wildfire 2.0 (ILT)
Modeling Tutorial (Wildfire 2.0) (WBT)
Detailing Tutorial (Wildfire 2.0) – subset (WBT)
Assemblies Tutorial (Wildfire 2.0) – subset (WBT)
Advanced Modeling Tutorial (Wildfire 2.0) – subset (WBT)
Advanced Assemblies Tutorial (Wildfire 2.0) – subset (WBT)
 Step 3a: Checkpoint
Checkpoint – Fast Track to Pro/ENGINEER Wildfire (web-based-assessment)
 Step 4: Self paced demonstration & product Learning
Learn the demo picks & script (self-paced)
Learn product knowledge (self-paced)
Learn core product packaging (self-paced)
 Step 5: Pre-workshop check-list
 Step 6: MCAD Demo Skills Workshop (ILT)
 Step 7: MCAD Demo Delivery Assessment
Detailed Content:
 Step 1: Print & read this document – it is designed to be a guide & checklist to ensure
that you complete all the necessary steps in the correct order.

Step 2: Take the PTC Knowledge classes:
Pro/ENGINEER – yesterday, today & tomorrow (WBT)
PDS Vision Flash presentation (link to www.ptc.com)
Partnering for success: Precision Learning Methodology (WBT)

Step 3: Take the MCAD Basic Technical classes; you should take either the ILT class or
the WBT equivalent classes:
Fast Track to Pro/ENGINEER Wildfire 2.0 (ILT)
Modeling Tutorial (Wildfire 2.0) – complete whole class (WBT)
Detailing Tutorial (Wildfire 2.0) – subset – see below for details on which lessons
are required (WBT)
Assemblies Tutorial (Wildfire 2.0) – subset – see below for details on which
lessons are required (WBT)
Advanced Modeling Tutorial (Wildfire 2.0) – subset – see below for details on
which lessons are required (WBT)
Advanced Assemblies Tutorial (Wildfire 2.0) – subset – see below for details on
which lessons are required (WBT)
Detailing tutorial:
Take the following Lessons:
 Lesson: Creating Production Drawing
 Segment: Complete ALL segments of this lesson
 Lesson: Detailing
 Segment: Complete ALL segments of this lesson
Assemblies Tutorial (Wildfire 2.0):
Take the following Lessons & segments:
 Lesson: Bottom Up Design
 Segment: Complete ALL segments of this lesson
 Lesson: Other Techniques
 Segment: Complete ALL segments of this lesson
 Lesson: Editing Assemblies
 Segment: Complete ALL segments of this lesson
 Lesson: Visualisation
 Segment: Complete ALL segments of this lesson
Advanced Modeling Tutorial (Wildfire 2.0):
Take the following Lessons:
 Lesson: Object Display
 Segment: Complete ALL segments of this lesson
 Lesson: Datum Points
 Segment: Complete ALL segments of this lesson
 Lesson: Datum Curves
 Segment: Sketched Datum Curve
 Segment: Datum Curves through points
 Segment: Sweep Curves
 Lesson: Relations
 Segment: Documenting Design Intent
 Segment: Analysis Datum
 Lesson: Sketcher
 Segment: Replace curve
 Lesson: Advanced Patterns
 Segment: Advanced Patterns
 Lesson: Family Tables
 Segment: Complete ALL segments of this lesson
 Lesson: Advanced Rounds
 Segment: Complete ALL segments of this lesson
Advanced Assemblies Tutorial (Wildfire 2.0):
Take the following Lessons:
 Lesson: Component Display
 Segment: Complete ALL segments of this lesson
 Lesson: Simplified Representations
 Segment: Complete ALL segments of this lesson
 Lesson: Component Variations
 Segment: Flexible Models

Step 3a: Checkpoint
Checkpoint – Fast Track to Pro/ENGINEER Wildfire (web-based-assessment)

Step 4: Self paced Learning
Learn the demo picks & script (self-paced)
Format:
This is a self-paced training activity. You should allow at least 3 days for this activity.
Please read this document thoroughly before you begin.
Objective:
 Deliver a Pro/ENGINEER Wildfire 2.0 demonstration in front of your peers.
Deciding which demo to learn:
 You should consult with your Channel Technical Manager about which front
demo is most suitable for you to learn.
Tips & techniques on learning demonstrations:
 Download the movie, data, set up instructions & script from the demo catalog
for your front demonstration.
 Watch the movie first, then set up the demo by following the instructions.
 Follow the script to learn the picks & script of the demo.
 You should spend a minimum of 3 days learning the picks & script of this
demonstration.
Note:
When delivering a demonstration to a customer, you should expect to be interrupted
at any time with any manner of question or objection, or even with people leaving or
entering the room. You should therefore learn the demo so well, that no matter how
you are interrupted, you will always be able to go back & carry on from the point you
were interrupted at. This is vital to delivering a good demonstration.


Learn product knowledge (self-paced)
Format:
This is a self-paced training activity. Please read this document thoroughly before you
begin.
Objective:
 Deliver a 5 minute overview of every PTC MCAD product to your customer or
prospect, including:
 Where the product fits within the context of the Product Development
Process.
 What the product capabilities & benefits are.
Where to access the information:
 Go to the PTC Product pages to access all the latest information on PTCs
software products. You should use the data sheets to gain all the information
you require for each PTC product.
 You can also access this information through the following web-based
training class:
PTC Create MCAD Suite (WBT).

Learn core product packaging (self-paced)
Format:
This is a self-paced training activity. Please read this document thoroughly before you
begin.
Objective:
 Explain how the 3 main Pro/ENGINEER Wildfire packages (Flex 3C,
FlexAdvantage & Foundation Advantage) are configured to customers &
prospects.
 Specifically, their modular content & the functionality included within each
of these modules.
Where to access the information:
 Detailed product information is found on the PTC website: Pro/ENGINEER
Flex3C package , FlexAdvantage package , Foundation Advantage package .

Step 5: Pre-workshop check-list
Format:
This is a self-paced training activity.
Objectives – before taking the MCAD Demo Skills Workshop:
 Deliver the picks & script of a Pro/ENGINEER Wildfire front demonstration. It is
vital that you know the picks & script of the front demonstration very very well.
 Discuss the basic contents of ALL of PTCs MCAD products.
 Explain the 3 different Pro/ENGINEER Wildfire packages, their contents & what
their benefits are to your customers & prospects.
Validation of pre-requisites with your Channel Technical Manager:
 You should contact Channel Technical Manager before you attend the demo
skills workshop to validate that you have completed all the pre-requisites. This will
involve your CTM testing your product knowledge & Wildfire product packaging
knowledge & watching you deliver your front demonstration.
 The purpose of this validation is to ensure that you are at the correct skill level to
get the most out of the Demo Skills Workshop.

Step 6: MCAD Demo Skills Workshop (ILT)

Step 7: MCAD Demo Delivery Assessment
Format:
This activity is held face-to-face with your Channel Technical Manager.
What you need to do:
 You should contact Channel Technical Manager after the demo skills workshop to
take your Level 1 MCAD Demo Delivery Assessment.
 The purpose of this assessment is to ensure that you are ready to deliver front
demonstrations to customers and prospects.