How to effectively digitize an operating procedure?

The digitization of operating methods, processes and procedures has become a necessity to improve operational performance and facilitate the transmission of knowledge. Discover concrete ways to digitize your operating procedures.

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Cyrille Pailleret
July 18, 2023
Excellence opérationnelle
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Cas client Komin

Why digitize a company's operating methods?

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

The digitization of operating procedures involves the transformation of all the documents necessary for training in operating procedures into digital format. Know-how and knowledge will thus be stored, managed, and processed electronically. This transition is not just a technological change, but a fundamental revolution in the way businesses operate on a daily basis. In this article, we will see how to effectively digitize an operating procedure.

5 benefits of the digitalization of operating procedures

1- Increased accessibility of operating procedures

A digitized operating procedure can be accessible at any time and from anywhere, which facilitates consultation by employees, partners or customers, regardless of their geographical location.

2 - Reduction of errors in the execution of operating procedures


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

3 - Accelerating the training of newcomers in operating procedures

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

4 - Facilitated collaboration

The digitization of operating methods allows teams to collaborate more effectively by sharing documents and information in real time, thus promoting internal communication.

5 - Cost reduction

While there may be an initial investment in translating operating procedures into digital format, in the long run, digitization can reduce the costs associated with paperwork, human errors, and inefficient processes. It is also a time saver for your business experts in the field, who will thus be less in demand to answer questions from newcomers.

6 - Adaptability to changes

Digital operating procedures can be updated more easily to adapt to changes in the business, whether they are new policies, regulations, or other requirements.

How to effectively digitize your operating procedures?

Translating operating procedures into digital format involves the conversion of paper documents into an interactive digital journey. A format that will be much more engaging for your newcomers!

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

1. Analyze existing operating procedures


Identify the processes that need to be digitized as a matter of priority.
Establish a plan: Clearly define the goals of digitalization, the resources needed, and the implementation schedule.
Educational engineers can help you translate paper-based procedures into the most appropriate digital format.


2. Choosing a solution for digitizing operating procedures


Identify the partner who can support you in all stages of the transformation of your operating procedures into digital format. The partner should offer a solid knowledge-sharing tool but also comprehensive support to ensure the success of your project. KOmin offers to support you at all these stages.


3. Create digital journeys detailing your operating procedures


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

4. Encourage your employees to use this new digital format

Promote adoption by highlighting the benefits of using digital operating procedures, such as accessibility at any time and from anywhere or even saving time for over-solicited 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.
Let users know every time an update is made so they always have access to the most up-to-date information.

By following these steps, you can translate your operating procedures into digital format in an effective manner, which will improve information management within your business and contribute to greater operational efficiency.

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

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