Centralized SOP management system

Context

    • Operating with a large, diverse workforce
      and complex procedures.
    • Employees required a centralized system to
      access, search, and manage SOPs
      effectively.
    • Solution needed to be functional across
      devices, including desktops, tablets, and
      mobile phones.
    • Company needed to adhere to stringent
      content management policies and maintain
      up-to-date procedural information

Challenge(s)

    • SOPs were managed manually across
      various departments, leading to
      inefficiencies and outdated information.
    • Manual handling led to version control
      issues and potential discrepancies in
      procedural information.
    • No streamlined way to track SOP views,
      ratings, or employee certifications.
    • Employees struggled with accessing and
      searching for the most recent SOPs
      efficiently

Solution

    • Developed a centralized portal to manage
      SOPs, compatible with policies and branding.
    • Ensured secure access with version control,
      indexing, and classification of documents.
    • System captures SOP view counts and allows
      users to rate and provide feedback.
    • Enabled users to read SOPs, take exams, and
      earn certifications.
    • Automated notifications for SOP expirations
      to ensure timely updates and compliance.
    • Advanced search features improved the
      ability to locate specific SOPs quickly.

“We streamlined our project management and approval process with an automated invoice document management system to save time and money while improving accuracy and visibility”

– Head Operations

Engagement coverage and highlights

    • Job management
    • Sales order management
    • Product management
    • Inventory management
    • Procurement
    • Invoicing
    • Integration with Snap count – an estimation
      portal
    • Reporting and Insights

Timeline

investment
Solution discovery & Envisioning

2 weeks

integration
Implementation

8 Weeks

management
User adoption

2 Weeks

tablet
Maintenance & updates, support

Dedicated support team

40%

Increase in operational efficiency

80%

On-time and accurate invoicing

95%+

User adoption rate

> 5 minutes

To setup a project as per quotation

60%

Reduction in manual data entry error

35%

Reduction in inventory holding costs

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