Getting Started in the Platform with the CBI Role

What is the Platform?

One login that gives you the ability to collaborate with team members in all departments inside and outside of your company, while keeping your data secure.  There is no need to connect to a VPN or take on the costs of server hardware/software.  Everything is cloud-based and can be accessed from any device with connection to the internet.

What is CBI?

CBI stands for Collaborative Business Innovator.  It is the role within the platform to access the essentials of a collaborative work environment.

What can CBI in the Platform do for me?

Main Features: File Storage & Collaboration

3DDrive: Think of this as Dropbox or Google Drive, but better!  3DDrive works seamlessly with SOLIDWORKS through an add-in with the desktop version of SOLIDWORKS.  Not to mention its ability to connect with file explorer.


3DPlay: Think of this as eDrawings.  It allows users to view and markup CAD data without having SOLIDWORKS installed on their computer.  The difference is you don’t need to install anything extra on your computer.  It’s all on the cloud in one location!


3DSwym: Think of this as a closed Facebook group.  You can make it public or make it private and invite who you want.  (We’ll let you in on a secret… gifs work in here!)

3DSwym in CBI Role

Bonus Features

Metrics Reader – Use this to display graphs or tables from data or Excel documents.  You can choose to share this with others or keep it to yourself.

Metrics Reader CBI Role

Media Links & Quick Links – Use these to create shortcuts to frequently visited websites.  It’s essentially a mini favorites toolbar within the platform.

Collaborative Business Innovator Media Links

Feed Reader – This one is fun; you can get live updates of a blog or Twitter account!  Or receive an RSS feed based on key words.  Access the articles and content all within the platform.

CBI Role Feed Reader

What are the requirements?

Test your compatibility here.

View certified workstations here.

How do I get started with the Platform?

Contact us today! In fact, there’s a form at the bottom of this page to get you started.