Renowned renewable energy company implements centralized SOP portal for enhanced efficiency

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

Challenges

  • SOPs were managed manually across various departments, leading to inefficiencies and outdated information.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.

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

Testimonial

“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

Timeline

Solution discovery & Envisioning
2 weeks
Implementation
8 Weeks
User adoption
2 Weeks
Maintenance & updates, support
Dedicated support team

Outcome

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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