Training · 3D Scanning
Five Things to Look for in 3D Scanning Product Training
The scanner is only part of the investment. These five factors determine whether product training prepares your employees for real scanning, inspection, and reverse engineering work—or just teaches them which buttons to push.
By EMS3D/Training/13 min read
Buying a professional 3D scanner, metrology system, or engineering software package is a major investment. However, the equipment itself is only part of the equation. Even the most capable 3D scanning system will produce disappointing results if the people operating it do not understand how to apply it to real-world projects.
That is why product training should never be treated as a minor add-on at the end of a sale. It is one of the most important parts of a successful implementation.
Good 3D scanning product training does more than show users where commands are located. It teaches them how to select the right scanning method, collect accurate data, recognize bad data, troubleshoot difficult parts, and move efficiently from a physical object to a usable inspection report or CAD model. It should help employees understand not only what buttons to push, but why a particular workflow is appropriate.
Unfortunately, not all training delivers that result. Some classes provide what we call “widget training.” Students follow a canned exercise using a simple demonstration part, click through a prescribed series of commands, and leave with a certificate. That may introduce the interface, but it does not necessarily prepare anyone to scan a large automotive panel, reverse engineer a damaged casting, inspect a complex GD&T drawing, or build a hybrid solid-and-surface CAD model.
Real parts are rarely as clean and straightforward as training samples. They may be reflective, dark, flexible, worn, incomplete, too large for one scan, or difficult to fixture. Inspection projects may require multiple datum alignments, advanced feature construction, or a careful understanding of GD&T. Reverse engineering projects often require judgment about design intent, symmetry, tolerances, surface continuity, and the best combination of solid, surface, and mesh modeling.
Before choosing a training provider or accepting the standard class included in a quotation, evaluate the training as carefully as you evaluate the equipment. The following five factors will help you determine whether a program can prepare your employees for the work they will actually be expected to perform.
- Choose the right type of training
- Evaluate both the training company and the instructor
- Allow enough time—and consider training in stages
- Ask what support is available after training
- Define how you will measure training success
Questions to Answer Before Scheduling Training
Before comparing training programs, define what your company needs. The training provider should help you work through these questions rather than immediately proposing a standard two- or three-day class.
- How many employees need to be trained?
- What is each participant’s current skill level?
- Do the students have experience with CAD, metrology, GD&T, inspection, or reverse engineering?
- Are you training on hardware, software, or an entire workflow involving both?
- Will training take place at your facility, at a training center, or online?
- Does the classroom have suitable computers, software licenses, displays, scanners, sample parts, and space for hands-on work?
- Should participants complete any introductory work before class?
- How many training days are realistically required?
- Should the program be divided into multiple sessions?
- How will interruptions from phone calls, email, meetings, and production responsibilities be controlled?
- What specific results will demonstrate that the training was successful?
Class size deserves special attention. As a group becomes larger, it becomes harder for an instructor to keep everyone engaged and provide individual help. A class also tends to move at the pace of the least-prepared participant. If one employee has years of CAD and inspection experience while another is unfamiliar with basic computer-aided design, forcing them through the same advanced reverse engineering class may serve neither person well.
In some cases, the best solution is to separate beginners from advanced users. Another option is to assign introductory material before class so everyone arrives with the same basic vocabulary. A little planning can prevent an expensive training session from being consumed by subjects that only one or two participants need.
Choose the Right Type of Training
The first major decision is whether you need structured training, custom training, or a combination of the two. Both approaches have value, but they solve different problems.
Structured product training
Structured training follows an established curriculum. It may be delivered in a classroom, online, or at a customer’s facility, but the agenda normally moves through a predetermined series of lessons and exercises.
This approach is often a good choice for beginners. Students can start with basic principles and proceed step by step through the hardware or software. A structured course also tends to cover a broad range of functions, which helps new users understand the overall capabilities of a product.
The advantages of structured training include:
- A consistent, organized curriculum
- Broad exposure to the equipment or software
- A logical progression for beginning users
- Standard exercises that are easy to follow
- A lower per-person cost when several companies or a larger group attend
The limitation is that a standard course can be generic. It may cover many subjects without going deeply into the few that matter most to your company. If the class contains students from multiple businesses, confidentiality and time constraints may prevent you from using your own parts or discussing your actual production problems.
A mixed classroom also creates pacing problems. Experienced users may become impatient while beginners struggle to keep up. At the end of the course, students may understand the software’s basic tools but still have no clear process for completing their own work.
Custom 3D scanner and software training
Custom training is designed around a company’s applications, people, equipment, and goals. The provider and customer establish the agenda before training begins. They decide which subjects deserve the most time, what skill level the participants have, which parts and data will be used, and what a successful outcome should look like.
Custom training normally covers fewer subjects in greater depth. A company may need only a short overview of basic scanning but extensive instruction in advanced GD&T inspection, complex surfacing, large point-cloud processing, or converting mesh data into manufacturing-ready CAD.
Whenever practical, custom instruction should incorporate the customer’s parts, drawings, CAD files, scan data, and inspection requirements. Basic training examples still have a place because they allow an instructor to teach a concept without unrelated complications. Once the concept is understood, however, students should apply it to realistic work.
The advantages of custom training include:
- Content tailored to the customer’s applications
- More time devoted to important or difficult topics
- Hands-on work with relevant parts and data
- Easier protection of confidential information
- Greater flexibility in scheduling and delivery
- Faster progress because irrelevant material can be removed
Custom training generally costs more than placing one person in a scheduled public class. However, the lowest class price is not always the lowest total cost. If a focused three-day program makes several employees productive more quickly than a generic five-day course, custom training may deliver substantially better value.
For many organizations, the best plan combines the two approaches: structured instruction for the fundamentals followed by custom application training using actual projects.
Evaluate Both the Training Company and the Instructor
The reputation of a software or equipment manufacturer matters, but the experience of the company and individual providing the instruction matters just as much. A polished training manual cannot replace practical knowledge.
Start by asking how long the training company has worked in 3D scanning, dimensional inspection, reverse engineering, and metrology. Determine whether those services are central to its business or simply a small addition to a long product line.
One useful question is whether the company performs professional engineering services in addition to selling and training on products. A provider that regularly completes scanning, inspection, modeling, and reverse engineering projects encounters difficult real-world conditions that do not appear in classroom exercises. Its engineers learn how to handle unusual materials, limited access, unstable parts, changing site conditions, large datasets, incomplete drawings, and tight deadlines.
Next, evaluate the assigned trainer—not just the company’s general qualifications. Ask:
- How many years has this instructor worked with the relevant hardware and software?
- Does the instructor currently perform scanning, inspection, or reverse engineering projects?
- Has the instructor worked on applications similar to yours?
- Does the trainer understand the underlying disciplines, such as CAD modeling, metrology, GD&T, and manufacturing?
- Can the instructor explain alternate workflows and their tradeoffs?
- What does the instructor do when not teaching classes?
There is nothing inherently wrong with a full-time instructor who follows a formal curriculum. For basic product orientation, that person may do an excellent job. The difference becomes important as the work grows more advanced.
An experienced applications engineer can explain why one alignment strategy is more defensible than another, why a surface is failing, how to recognize a tracking problem, when a scanner setting should change, or why a mathematically smooth CAD model may not reflect the part’s design intent. Those lessons often provide more long-term value than memorizing another software command.
The best instructors teach decision-making. They share shortcuts, warn students about common mistakes, and demonstrate how to recover when a workflow does not go according to plan.
Much of that knowledge comes from years of completing actual jobs—not from reading the manual.
Allow Enough Time—and Consider Training in Stages
There is no honest one-size-fits-all answer to how long 3D scanning product training should take. The appropriate length depends on the amount and complexity of the hardware, software, and applications involved.
On the hardware side, consider whether users must learn:
- A handheld 3D scanner
- Scanning with both targets and geometry tracking
- A probing system
- Photogrammetry or scale-bar workflows
- A laser tracker or long-range scanner
- Multiple scanning modes or measurement volumes
- Field setup, calibration checks, and equipment care
On the software side, determine whether training includes:
- Scan acquisition and data cleanup
- Mesh editing and optimization
- Dimensional inspection
- GD&T evaluation
- Automated or repeat inspection workflows
- Basic reverse engineering
- Advanced solid and surface modeling
- Hybrid modeling
- Large point-cloud processing
- Reporting and data export
A company that purchases a scanner, probe, photogrammetry system, reverse engineering package, and inspection package should not expect its employees to become competent in all of them during one rushed three-day session. Depending on the users and applications, that implementation may require five, seven, or even ten days of training spread over time.
Training fatigue is real. After several consecutive days of absorbing new terminology, operating unfamiliar equipment, and learning complicated software, retention declines. Extending a class does not automatically make it more effective.
A staged plan is often better. For example:
- Begin with three days covering scanner operation, data acquisition, and fundamental reverse engineering.
- Allow employees to practice for two weeks on representative parts.
- Conduct a two-day dimensional inspection and GD&T session.
- Schedule a follow-up review several weeks later to address questions and correct bad habits.
This format gives users time to turn information into experience. They will encounter real problems, develop useful questions, and arrive at the next session ready to learn at a deeper level.
The follow-up session may be conducted online even when the initial training is in person. Screen sharing works well for reviewing workflows, troubleshooting software, and discussing datasets. The important point is to plan reinforcement from the beginning rather than treating it as an emergency response after users begin struggling.
Ask What Support Is Available After Training
Training ends, but the learning process does not. Users will forget a step, encounter an unusual part, or need guidance on a function that was not important during the original class. Before buying a system or selecting a trainer, find out what happens after everyone goes home.
Ask the provider:
- Is routine technical support included after training?
- Who answers support questions: a general call center or experienced applications engineers?
- Is support tied to an active hardware warranty or software maintenance contract?
- Will the company still answer occasional questions if maintenance expires?
- Are there limits on phone, email, or remote support?
- Is refresher training available?
- Can the provider help train future employees?
- Does the company offer on-site, classroom, and online follow-up options?
- How are hardware service, calibration, and software updates handled?
Technical support and training are not the same thing. It is reasonable for a company to charge for several hours of retraining or a new advanced course. An occasional question about a forgotten command or recommended workflow, however, should not automatically become a sales opportunity.
Reliable post-training support protects the original investment. It can keep a small obstacle from sidelining an expensive system for days.
It can also prevent frustrated users from returning to slower, familiar methods.
If retraining becomes necessary, identify the reason before scheduling it. Employees may have been interrupted during the original class, the class may have been too short, or the trainees may not have used the system soon enough afterward. Staff turnover can also create a legitimate need for new instruction. Understanding the cause helps the provider design a better solution instead of simply repeating the same course.
Define How You Will Measure Training Success
Training should produce measurable operational results. A completion certificate proves attendance; it does not prove competency.
Define success before the class begins. The exact measures will depend on the application, but useful questions include:
- Are employees using the system regularly after training?
- Can they set up and scan a representative part without step-by-step assistance?
- Can they recognize incomplete, noisy, misaligned, or otherwise unreliable scan data?
- Are they achieving the required accuracy and repeatability?
- Can they complete the intended inspection or reverse engineering workflow?
- Are they producing the expected CAD models, inspection reports, or other deliverables?
- Has project turnaround time improved?
- Are users engaged with the technology, or are they avoiding it?
- How often do they need support?
- Do they understand the system’s limits as well as its capabilities?
Low usage after training is a warning sign. It may mean the company purchased the wrong product, failed to provide enough practice time, trained the wrong employees, or selected a course that did not match the application. Whatever the cause, an expensive measurement system sitting idle does not generate a return on investment.
It is also important to separate equipment limitations from user limitations. When expected results are not achieved, the first assumption is sometimes that the scanner or software cannot do the job. In many cases, the real problem is that users do not remember the correct method, never learned an important function, or have not developed enough experience to diagnose bad data.
Needing additional training does not automatically mean the original program failed. Employees may advance into more difficult applications, new users may join the group, or the company may add hardware and software. The concern is a repeated need to relearn basic tasks that should have been mastered during the initial implementation.
Finally, evaluate value rather than price alone. Structured public training may have a lower upfront cost. Custom on-site instruction may cost more but reduce travel, shorten the learning curve, and focus every hour on useful material. The better investment is the one that enables employees to complete profitable, accurate work with confidence.
How to Prepare Employees for 3D Scanner Training
Even an excellent instructor cannot overcome a poorly prepared environment. A few practical steps can substantially improve training results.
First, protect the schedule. On-site training often fails because participants are still expected to answer calls, attend meetings, solve production problems, and monitor email. Establish rules in advance and assign other employees to cover routine responsibilities. Unless there is a genuine emergency, trainees should remain in the class.
Second, verify the equipment before the instructor arrives. Computers should meet software requirements, licenses should be active, updates should be installed, and sample files should open correctly. Scanners, targets, scale bars, fixtures, cables, and accessories should be available. Losing half a day to IT or licensing issues is an expensive mistake.
Third, select representative parts. Do not choose only the easiest component in the building, but do not begin with the company’s most difficult project either. A good progression starts with a manageable part, reinforces the basic workflow, and then introduces realistic complexity.
Fourth, give users immediate opportunities to practice. Skills deteriorate quickly when employees complete training and then wait several months for the first project. Ideally, the company should have one or more suitable jobs ready to begin immediately after class.
Finally, designate an internal champion. This person should receive enough time and authority to become the primary user, document company-specific procedures, support coworkers, and communicate with the training provider. Shared responsibility often turns into no responsibility; ownership matters.
Why Real-World Application Training Matters
The purpose of professional product training is not simply to demonstrate features. It is to transfer enough knowledge that users can make sound decisions when the part, drawing, or dataset does not resemble the example in a manual.
In 3D scanning and metrology, the quality of a deliverable depends on many interconnected choices: equipment setup, surface preparation, target placement, scan resolution, line of sight, tracking, alignment, mesh processing, datum selection, feature construction, tolerance interpretation, modeling strategy, and data export. A mistake near the beginning may not become obvious until the final report or CAD model is created.
The goal is not merely to create data—it is to create accurate, usable data that supports engineering, manufacturing, quality, tooling, maintenance, or documentation.
That is why application experience is so valuable. A capable trainer helps users understand the complete workflow and the consequences of each decision.
3D Scanning and Metrology Training from EMS3D
EMS3D offers both structured and custom training for 3D scanning, reverse engineering, dimensional inspection, GD&T, advanced surfacing, and related technologies. Our primary emphasis is custom training delivered on-site or online because advanced applications benefit from a focused agenda and realistic customer data.
Before training, we work with the customer to define the applications, participant skill levels, equipment, software, schedule, goals, and expected outcomes. This preparation allows us to spend less time on irrelevant features and more time on the workflows employees will use.
EMS3D trainers are engineers who also perform real scanning, modeling, reverse engineering, surfacing, GD&T, and inspection projects. They work with handheld scanners, probes, laser trackers, long-range scanners, and other measurement systems. This practical experience allows training to go beyond commands and cover proven methods, troubleshooting, shortcuts, and the judgment required for difficult projects.
Our business is focused on 3D scanning, reverse engineering, and inspection. We have worked in these fields since 2001, giving our team decades of experience across a wide variety of parts, industries, equipment, and applications.
EMS3D also provides free lifetime technical support for products purchased from us, whether or not the customer continues a maintenance plan. Technical support is not a substitute for a full training class, but when a user has an occasional question or cannot remember how to perform a task, we want to help that customer remain productive and successful.
We can also provide training when the equipment or software was purchased from another supplier. The first step is a detailed conversation about the products being used, the work that must be completed, the experience of the users, and the problems the company is trying to solve.
Frequently Asked Questions About 3D Scanning Product Training
How long does 3D scanner training take?
Basic instruction on a single scanner may take a few days, but a complete system involving probing, photogrammetry, inspection software, reverse engineering, or advanced surfacing can require five to ten days spread over several sessions. The correct duration depends on the users, applications, hardware, and software.
Is online 3D scanning training effective?
Online training can be very effective for software instruction, workflow reviews, troubleshooting, and follow-up sessions. Initial hardware training is often better in person because students benefit from direct, hands-on guidance. A blended approach can provide the advantages of both.
Should training use our own parts?
Yes, at least part of a custom training program should use your parts, drawings, or data. Simple standard exercises are useful for teaching basic concepts, but customer-specific work reveals the actual challenges users will encounter.
What background should trainees have?
That depends on the course. Prior CAD experience is extremely helpful for reverse engineering. Inspection and GD&T training are more effective when students understand basic metrology and engineering drawings. Participants without the necessary foundation may benefit from preparatory instruction.
What is the difference between technical support and training?
Technical support addresses occasional problems or questions. Training is planned instruction intended to build broader knowledge and competency. A short reminder about a command is support; teaching an employee an entire reverse engineering workflow is training.
Can EMS3D train customers who purchased equipment elsewhere?
Yes. EMS3D can develop training around a customer’s existing supported hardware, software, applications, and skill levels, even if the products were purchased from another supplier.
Get More from Your 3D Scanning Investment
The real cost of inadequate training is not the price of another class. It is lost productivity, incorrect results, missed deadlines, employee frustration, and expensive equipment that no one wants to use.
Before selecting a training program, make sure you understand the type of instruction being offered, the experience of the provider and trainer, the time genuinely required, the support available afterward, and the measures that will define success. Those five considerations can determine whether a new system becomes a productive engineering tool or an underused capital expense.
If your company needs training for 3D scanning, reverse engineering, dimensional inspection, GD&T, or advanced modeling, contact EMS3D. We can review your equipment, software, applications, and employee experience, then develop a structured or custom training plan designed around the work you need to complete.