How do you effectively digitize an operating procedure?

Digitizing operating modes, processes and procedures has become a necessity to improve operational performance and facilitate knowledge transfer. Find out how you can digitize your operating procedures.

Cyrille Pailleret
July 18, 2023
Operational excellence
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Komin case study

Why digitize a company's operating procedures?

At a time when efficiency, agility and innovation have become the keys to success, the digitization of operating procedures is now a necessity for every company. Switching from a paper to a digital guide is no longer simply an option, but rather a strategic imperative to remain competitive in a dynamic market.

Digitizing operating procedures means transforming all the documents required for training into digital format. Know-how and knowledge will be stored, managed and processed electronically. This transition is not simply a technological change, but a fundamental revolution in the way companies operate on a day-to-day basis. In this article, we'll look at how to effectively digitize an operating procedure.

5 benefits of digitizing operating procedures

1- Increased accessibility of operating procedures

A digitized operating procedure can be accessed at any time and from anywhere, making it easy for employees, partners or customers to consult, regardless of their geographical location.

2 - Reducing errors in the execution of operating procedures


Digitizing operating procedures allows you, in particular, to integrate instructions in video format. The video format makes process assimilation faster and reduces the risk of misinterpretation.

3 - Speeding up training in operating procedures for new arrivals

New employees have easy access to digital operating procedures, simplifying the training process and reducing the time needed to get them up and running.

4 - Collaboration made easy

Digitizing operating procedures enables teams to collaborate more effectively by sharing documents and information in real time, thus promoting internal communication.

5 - Cost reduction

Although there may be an initial investment in transcribing operating procedures into digital format, in the long term, digitization can reduce the costs associated with paperwork, human error and inefficient processes. It also saves time for your business experts in the field, who are less likely to be called upon to answer questions from new arrivals.

6 - Adaptability to change

SOPs in digital format can be updated more easily to adapt to changes in the company, be they new policies, regulations or other requirements.

How can you effectively digitize your operating procedures? 

Translating operating procedures into digital format means converting paper documents into an interactive digital journey. A format that will be far more engaging for your new arrivals!

Here are the steps to follow to transform your paper operating procedures into digital ones:

1. Analyze existing operating procedures


Identify the processes that need to be digitized as a priority.
Establish a plan: Clearly define the digitization objectives, the resources required and the implementation schedule.
Educational engineers can help you translate paper-based procedures into the most suitable digital format.


2. Choosing a solution for digitizing operating procedures


Identify the partner who can support you at every stage of transforming your operating procedures into digital format. The partner will need to offer a solid knowledge-sharing tool, but also comprehensive support to guarantee the success of your project. Komin can guide you through all these stages.


3. Create digital paths detailing your operating procedures


Create well-structured digital versions using visual and engaging formats! The creation of digital pathways allows you to add visuals and videos that make the steps in your operating procedures more understandable. You can also add quizzes to check that knowledge has been properly assimilated.

4. Encourage your employees to use this new digital format

Encourage adoption by highlighting the benefits of using digital operating procedures, such as anytime, anywhere accessibility and time savings for overworked field experts.


5. Review content and update regularly


Establish a periodic review process to ensure that digital operating procedures are up to date and accurate.
Inform users each time an update is made so that they always have access to the latest information.

By following these steps, you can translate your operating procedures into digital format efficiently, which will improve information management within your company and contribute to greater operational efficiency.

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"With Komin, we have documented our operating procedures 10x faster than with paper"
- J. Cerruti (Methods & Industrialization Manager)

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