Optimizing a digital approval process

15 Dec

2021

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Trilations


5

min. read

About Trilations

One of the focus domains at Trilations is process management & improvement, such as optimizing a digital approval process. Our Business Analysts, Data Analysts, Architects and Project Managers enable you to make the right decisions and to make sure the results of these decisions are delivered.

Our aim is to enhance your revenue, your client satisfaction, your employee satisfaction and your business processes through in-depth analysis, data management and the use of new technologies. We make sure you are ready for the business world of today and tomorrow.

To give you a better understanding of our services we prepared case studies about some of our success stories. This article talks about the seventh in a series of nine case studies we will publish on our website, giving you a firm idea of what Trilations can realize for your business.

Contact us for more information about these or any other project needs you might have. We would love to discuss them with you.

Project setup

For a client in the pharmaceutical sector, we performed an optimization project for their Digital Approval Processes. Our client is a multinational company with offices in Europe, America and Asia. They research, develop and produce proprietary medicines which are distributed worldwide.

In the digital world of today, it is necessary to have a flexible and fast way to publish digital initiatives. The current approval process of our client was seen as a barrier to achieve an optimal digital presence. Trilations was called in to align the visions and streamline the process enabling an efficient and lean approval model.

There were three issues identified,

  1. The approval process was lengthy and without defined accountability.

  2. Different tools were needed for different approvals.

  3. The lead times were long, SLA’s were unclear and changes in procedure weren’t always clearly communicated and trained.

With a team of two business analysts we conducted an in-depth analysis and focus interviews to identify the bottlenecks in the procedures and systems. Our consultants were able to optimize and reorganize the procedures involved and the tools used in a time span of 16 weeks.

Solutions and results

Project goals

  • Establish a unified approval process based on one tool

  • Limit the number of approvals required

  • Certify people who give approval

  • Create a distinction between “digital framework” and “content”

  • Embed compliance process in SDLC framework

  • Adapt training

Technologies & methodologies 

  • Focus interviews

  • Workshops

  • Prince II approach

  • Client in-house developed software solutions

Project flow

  • Orientation interviews

  • In-depth interviews

  • Presentation of the findings and possible action points

  • Draw up improved procedures and define a framework

  • Set up a dedicated procedure for digital updates in the process flow

  • Integrate digital publishing in SDL framework

  • Train internal users

Results

  • One approval tool for each procedure

  • Significant reduction of the approval lead time

  • Established a clear distinction between “digital framework” and “content”

  • Clear accountability

  • Increase in digital presence

Learn more about optimizing digital processes

If you are interested in more details, want to find out how Trilations can help analyze your performance and drive up the results, please reach out to us. In case you would like to reread the content or share it with your team, feel free to download this case study in PDF format below.

Avatar picture

Trilations


5

min. read