This initial phase involves defining the purpose and scope of the project, establishing key requirements, and identifying any physical, financial, or timing constraints.

In this stage, the master digital model is created. This often involves setting up a parametric structure (where changes update automatically) and defining the overall assembly layout and component relationships.

Detailed manufacturing drawings are produced, incorporating Geometric Dimensioning and Tolerancing (GD&T) for precision. Crucial checks are performed for Design for Manufacturing (DFM) to ensure parts can be made efficiently, and Design for Assembly (DFA) to ensure the final product can be put together easily.

This stage involves planning for the proper weight distribution or balancing of the fixture/tool, and integrating necessary sensors, gauges, or monitoring equipment (instrumentation).

Detailed features are added, such as replaceable model inserts (for rapid changes in product variation) and quick-change tooling edges (to minimize downtime for maintenance or adjustments).

The final stage involves compiling the complete technical release package (drawings, manuals, software, etc.) and providing on-site support during installation, commissioning, and initial use.