Document Digitisation Process

Document handling, management & archiving in FMCG:

Today's blog post delves into the world of FMCG companies navigating the fast-paced business landscape. Adopting digital transformation is essential for optimizing processes, lowering costs, and increasing productivity. A wide range of benefits await these businesses if they abandon traditional paper documents in favor of digital document management. Automation, actionable insights, a lower carbon footprint, improved searchability, regulatory compliance, and potential integration with cutting-edge technologies such as AI and IoT are just a few examples.
Within the scope of this blog post, we will look at key considerations for FMCG companies as they seek to modernize their document management processes and embark on a transformative journey toward success.


1. Assess Your Current Document Management Workflow

It is critical to assess your current document management workflow before beginning the digital transformation process. Understand how your organization's documents are currently handled, stored, and archived. Determine any problems or inefficiencies that can be solved through digitalisation.


2. Identify Workflow Issues

Identify specific workflow issues related to document management during the assessment. This may include issues such as document retrieval delays, difficulty tracking document versions, or difficulties sharing and collaborating on documents. Identifying and prioritizing these issues will help you value and address them during the digital transformation process.


3. Define Desired Features and Functionalities

Based on your assessment and identified problems, define the features and functionalities you need in a digital document management system. Consider factors such as document capture, storage, retrieval, version control, collaboration, security, and compliance requirements. Clearly defining your needs will guide you in selecting or building a suitable solution.


4. Implement a Logical Document Classification System

Document organization and categorization are critical for effective digital document management. Utilize metadata tags, keywords, or folder structures to implement a logical document classification system. This enables document classification based on type, department, or project, making it easier to find and retrieve specific documents quickly.


5. Define User Roles

Determine who will benefit from and interact with the digital document management system. Define user roles and permissions accordingly, ensuring that sensitive information access is appropriately restricted. This improves data security and simplifies document-related tasks within your organization.


6. Consider Other Software Systems

Consider the other software systems that your organization uses and look for integration opportunities. Integration of your digital document management system with existing tools such as enterprise resource planning (ERP) or customer relationship management (CRM) systems can streamline processes and ensure data consistency across platforms. Increase the value of your digital transformation by leveraging existing software investments.

7. Assist Employees in Preparing for Change

A successful digital transformation requires employee buy-in and active participation. Help your employees prepare for the transition by providing training, support, and clear communication. Highlight the advantages of the new digital document management system, such as increased efficiency, reduced errors, and improved collaboration. Address any concerns or resistance, and encourage a positive attitude toward the upcoming changes.


Choosing the Right Partner

Choosing the right partner for your digital document management system is crucial to a successful transformation. Look for a partner with domain expertise and a proven track record so you can benefit from the common practices, standards, and regulations within the FMCG domain. A good-fit partner would anticipate potential issues and challenges that may arise during the software development lifecycle and handle them before they arise, minimizing the risk of costly delays or rework. Achieve smoother collaboration and a stronger partnership between your organization and your new software partner.



When considering software partners for your business's digital transformation, there are several reasons to choose Plan A:


  • Technical Knowledge and Experience

We know how to solve common technical problems and understand the specific software requirements. We are aware of the best practices and standards in the FMCG industry.

  • Faster Time-to-Market 

Harness our extensive expertise to expedite the development process, effectively minimizing the learning curve and significantly accelerating the time-to-market for your software solutions.

  • Proactive Problem Solving

With domain expertise on track, we can anticipate potential issues and challenges that may arise during the software development lifecycle.

  • Collaboration and Communication 

We can better understand your requirements because of our familiarity with domain terminology, communicate technical concepts clearly, and offer valuable suggestions and feedback. This leads to smoother collaboration.

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