PDS Vision pre-sales Technical Skills Learning Path
PDS Vision Pre-sales Technical Skills Learning Path
Abstract:
The primary objective on completion of this Learning Path is to be able to deliver the PDS Vision
Demonstration to customers & prospects. The Learning Path is made up of several sub-sets that
focus on basic technical skills, software & demonstration installation, demonstration skills, as well
as product knowledge & packaging.
Overview of content:
(See detailed content below for further information on each step).
 Step 1: Checklist: Please print this document for your reference.
 Step 2: PTC Knowledge Training
Windchill 7.0 Suite Overview (WBT)
 Step 3: Technical training (self-paced)
Windchill ProjectLink 7.0 - Introduction (WBT)
Webcheck - Windchill ProjectLink 7.0 - Introduction (WBA)
PDM Essentials (WBT)
Windchill PDMLink 7.0 - Introduction (WBT)
WebCheck - Windchill PDMLink 7.0 - Introduction (WBA)
 Step 4: Software & Demonstration Installation (take one or the other)
Windchill Link Solutions install workshop (ILT)
PDMLink & ProjectLink 8.0 Install Guide for Technical Specialists (WBT-self-paced)
 Step 5: Self paced demonstration & product learning
Learn the demo picks & script (self-paced)
Learn product knowledge (self-paced)
Learn core product packaging (self-paced)
 Step 6: Pre-Workshop Check-list
 Step 7: PDS Vision Demonstration Skills.
Windchill Link Solutions Demonstration Skills Workshop (ILT)
 Step 8: Windchill Demo Delivery Assessment
.
KEY:
WBT= Web-based Training, WBA= Web-based Assessment, ILT= Instructor Led Training
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: PTC Knowledge Training
Windchill 7.0 Suite Overview (WBT)

Step 3: Technical training (self-paced)
Windchill ProjectLink 7.0 - Introduction (WBT)
Webcheck - Windchill ProjectLink 7.0 - Introduction (WBA)
PDM Essentials (WBT)
Windchill PDMLink 7.0 - Introduction (WBT)
WebCheck - Windchill PDMLink 7.0 - Introduction (WBA)

Step 4: Software & Demonstration Installation. You should attend the following Instructorled class:
Windchill Link Solutions install workshop (ILT)

Step 5: Self-paced demonstration & product knowledge 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 the PDS Vision demonstration in front of your peers.
Tips & techniques on learning demonstrations:
 Make sure you have the demo movie, data, set up instructions & script from
your Channel Technical Manager.
 Watch the movie first, then, follow the script to learn the picks & script of the
demo.
 You should spend a minimum of 2-3 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 PTC’s PDS Vision to your customer or
prospect, & also be able to answer basic questions on where the PTC
products fit within the PDS.
.
KEY:
WBT= Web-based Training, WBA= Web-based Assessment, ILT= Instructor Led Training
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:
PDS: Vision Introductory Course (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 the seat configuration of the various Windchill packages.
Where to access the information:
 Detailed product packaging information can be found in the Windchill pricing
& configuration guides on the Channel portal.

Step 6: Pre-workshop check-list
Format:
This is a self-paced training activity.
Objectives – before taking the Windchill Demo Skills Workshop:
 Deliver the picks & script of the PDS Vision demonstration. It is vital that you
know the picks & script of this demonstration very very well.
 Discuss the basic contents of ALL of PTCs Windchill products.
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 & Windchill product packaging
knowledge & watching you deliver your PDS Vision 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 7: PDS Vision Demonstration Skills. You should attend the following Instructor-led
class:
Windchill Link Solutions Demonstration Skills Workshop (ILT)

Step 8: PDS Vision Demonstration 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 PDS Vision Demo Delivery Assessment.
 The purpose of this assessment is to ensure that you are ready to deliver front
demonstrations to customers and prospects.
.
KEY:
WBT= Web-based Training, WBA= Web-based Assessment, ILT= Instructor Led Training