The Platform

An intelligent processing layer over your engineering archive.

Drawings, PDFs, BOMs, purchase history, and supplier records — ingested once, extracted with AI, classified into a manufacturing taxonomy, and queried by modular plays. The same platform that runs nine-figure category analysis at a Fortune 500 manufacturer.

Architecture

One pipeline. Many decisions.

Everything flows through the same extraction and classification core, then fans out into modular AI plays.

Inputs
CAD / PDF drawings
500K+ files, nested ZIPs
BOMs & purchase history
CSV / Excel export
Supplier records
deliveries · capabilities
External signals
tariffs · commodities · REACH / RoHS
EXTRACTION CORE
Vision AI
GD&T · tolerances · materials · features
Geometry analyzer
envelope · volume
BOM reconciler
title block ↔ ERP
Hash & dedupe
SHA-256 cache
QUERYABLE TAXONOMY
PROCESS
└ Mill / Lathe / EDM
COMPLEXITY
└ Axis count · features
SIZE CLASS
└ Envelope bucket
MATERIAL
└ Family + temper
TOLERANCE BAND
└ ±0.001 to ±0.5
Modular plays → outputs
Drawing checker
DFX errors per part
Tariff classifier
HTS code + rationale
Should-cost & mismatch
$-ranked gap reports
Supplier intelligence
capability profiles
Natural-language queries
executive answers
UPLOAD · EXTRACT · CLASSIFY · ANALYZE → ACT
Phased deployment

Seven phases.
First payoff at 30 days.

You don't need to deploy the whole platform on day one. Each phase produces standalone value and unlocks the next.

Phase 1First payoff

Content inventory & reconciliation

Ingest the drawing repository as-is. Reconcile against purchase history. Discover exactly what you have, what's missing, and where the namespace gaps are between engineering and procurement.

Phase 2

Digitization at scale

Every drawing is processed through AI extraction. Process type, axis complexity, envelope, material, tolerance class, surface finish, secondary ops — structured, queryable.

Phase 3Money

Sourcing mismatch analysis

Cross-reference manufacturing profiles against spend. Find clusters of parts with near-identical requirements at wildly different unit costs. Lowest-hanging fruit, dollar-denominated.

Phase 4

Taxonomy construction

Aggregate part profiles into a hierarchical classification: process > complexity > size > material > tolerance. Each leaf becomes a sourcing category.

Phase 5

Category strategy & expansion

Overlay spend on the taxonomy. Identify consolidation, volume bundling, and cross-site qualification opportunities — without changing the org chart.

Phase 6Agentic

Agentic supplier intelligence

AI agents contact existing suppliers to collect capability data. Cross-reference claims against delivery history. Suppliers who outsource work they can't do in-house get flagged.

Phase 7Agentic

Agentic supply chain expansion

The same agentic capability turned outward. Agents carry full context — every feature, the taxonomy, your strategy — to prospect new suppliers and detect overstated capabilities.

Outcome

A queryable engineering organization

Ask: "which NPI projects are at risk from single-sourced material?" Get a clean executive answer. No reports to commission, no analysts to brief.

Under the hood

Built for the messy real world.

Production drawing archives are not clean. They have decades of history, mixed languages, scanned title blocks, nested ZIPs, and inconsistent part-numbering. SourceOptima is built for that — not for a glossy reference dataset.

  • Resumable chunked uploads — 100GB+ archives without IT.
  • Hash-based caching — identical drawings only get analyzed once.
  • Idempotent re-runs — re-process at any time without duplication.
  • Audit trail — every analysis is versioned, traceable, and reviewable.
  • JWT auth · per-org credit ledger · SSO-ready — enterprise from day one.
ingestion · session 8f2c $ unzip Mechanical_Parts_Archive.zip 487,260 files · 62,840 part folders · 312.5 GB $ som extract --plays drawing,tariff,cost processing... drawings 98% tariff 75% cost 56% 62,840 parts classified $684M reconciled · hundreds of action items stakeholder workbooks: drawings, sourcing, exec $ _
Security & deployment

Your drawings are your IP.
Treated that way.

We know what you're handing us. Engineering drawings are the most concentrated representation of your product strategy — every tolerance, every supplier choice, every cost lever. The platform is built so that working with us never means handing your IP anywhere you don't control.

Maximum isolation

On-premises

Deploy the platform inside your environment. Storage, taxonomy, processing, and queries run behind your perimeter — controlled end-to-end by your IT team. The proprietary vision AI runs as a scoped, fully logged service call, so you get the platform's full extraction capability without standing up model infrastructure yourself.

Customer-controlled

Your cloud

Deployed into your AWS, Azure, or GCP tenant. Your perimeter, your KMS keys, your identity provider, your audit logs. We operate the platform; you own the data plane and can revoke access at any time.

Fastest to start

SourceOptima cloud

Per-customer isolation, encrypted at rest and in transit, full audit log per analysis. Optional single-tenant dedicated environment for sensitive engagements. Up and running in days, not months.

Same platform. Three deployment models. Zero rewrites.

The platform ships as a single self-contained deployable unit — same behavior, same outputs, whether it runs in our environment or yours. Start in our cloud during evaluation; move to your environment when you're ready, without re-implementation.

Compliance

Built to enterprise security expectations from day one.

Our security questionnaire response, deployment architecture diagrams, and the SOC II Type 2 attestation-in-progress letter from our counsel are available to evaluators on request.

Request security pack
Certifications & controls
  • SOC II Type 2 — audit underway, attestation letter from counsel available on request
  • ISO 27001 infrastructure — via our certified cloud platform partner
  • Encryption — AES-256 at rest, TLS 1.3 in transit
  • Per-org isolation — no cross-customer data access by design
  • Full audit trail — every analysis versioned, traceable, and reviewable
  • SSO-ready — SAML / OIDC, role-based access controls
How we compare

Where SourceOptima fits.

We don't replace your PLM, your tariff tool, or your drawing-review tool. We connect the engineering artifact directly to the business decision — across all of them.

Capability SourceOptima Drawing review (CoLab) Cost / DFM (aPriori) Drawing OCR (Werk24) PLM Copilot (Teamcenter)
Drawing-native intelligence
Cross-functional plays
tariff · cost · supplier · review
Manufacturing taxonomy
Sourcing mismatch ($-ranked)
Optional ERP/PLM integration
value before integration; depth with it
Time-to-first-value 30 days90–180 days6–12 monthsweeks9–18 months

Comparisons reflect SourceOptima's analysis of public competitive positioning, May 2026. Mapped to category leaders, not specific contracts.

See the platform on your own data.

Bring a folder of drawings. We'll process them live and walk through the structured output, the taxonomy, and a sample mismatch report — in 30 minutes.