Procedure Digitalization Services
Your Partners in Digital Procedure Transformation
Our procedure digitalization experts work together with your team to migrate and transform legacy documents into dynamic digital procedures, accelerating your digital transformation. We help you make a fast, accurate transition to a full digital procedure lifecycle management (DPLM) system.
The Procedure Digitization Burden
Simply digitizing procedures into an electronic format replicates the paper problem, leaving procedures trapped in static files. Hard-coded formatting and unstructured data waste expert time and prevent the efficient, controlled flow of procedure content.
Digitalization is more impactful than digitization, but without expert digitalization guidance, your manual procedure migration effort will consume excessive time and resources, and often fail to achieve the structured data quality required for electronic governance and execution.
ATR’s procedure digitalization experts help your team transform static procedures into dynamic content optimized for safety and compliance, execution visibility, and continuous improvement.
Legacy documents contain unnecessary embedded formatting code, forcing writers to waste up to 75% of their time on content quality, layout and formatting.
Files lack the intelligence to allow for electronic enforcement, dynamic output, or automated training.
High costs stem from trying to manually handle procedures and digitize SOPs in large libraries, increasing project risk and delaying adoption.
A Proven Process for Successful Procedure Digitalization
Our methodology follows a systematic, three-phase process designed to minimize risk, ensure data fidelity, and accelerate your time-to-value from the SmartProcedures® DPLM system.
- Database Configuration
Before migrating content, we configure your SmartProcedures database according to your technical requirements and business goals and conduct a test to ensure smooth operation. - Procedure Analysis
You provide a sample of all your procedure types for a preliminary analysis by our procedure digitalization experts. - Filter Customization
Our experts analyze samples against the database configuration and customize a procedure digitization filter set. This specialized filter set is the digitalization tool used to standardize procedures during the import process. - Inventory Receipt
We collaborate with your team to transfer the full inventory of procedures and attachments to be converted into ATR's environment for secure processing.
I. Initiation
We’ll work with your team to define the project scope and requirements and prepare the technical environment.
- Import Engine Processing
The SmartProcedures import engine strips out hard-coded formatting, and ATR experts convert text into standardized XML steps secured in a mission-critical SQL database. This process transforms your procedures into consistent sources of knowledge viewable in any format on any device. - Content Optimization
ATR specialists create a Metadata Spreadsheet to apply critical data and metadata not present in the original documents, transforming static documents into dynamic content. These upgrades enable features like intelligent search and electronic enforcement. - Standardization Rules
General rules for digitalization (e.g., hyperlinking external procedures, bulleting or numbering action steps, adjusting verbs to trigger style rules) are applied to ensure consistency across the entire library. - Batch Processing
The project proceeds in batches (Batch Zero, Batch One, etc.) using the Metadata Spreadsheet for quality control and verification, ensuring manageable scope and consistency throughout the large-scale project.
II. Implementation
The SmartProcedures digitalization engine performs the technical conversion, while ATR experts support your team in structuring content and upgrading procedures with necessary intelligence.
- Verification
ATR conducts three stages of quality assurance (QA), performing electronic verification against the original source documents to ensure the digitized content matches the source and is appropriately digitalized and appropriate custom rules are applied. - Acceptance Validation
The client performs acceptance validation of the digitized content in the production environment, providing critical feedback that informs ATR’s team of the next batch. - Deployment Support
Our experts provide project guidance and expert assistance to the client team, supporting the go-live process and the successful adoption of the new digital procedure environment. This includes application training and user acceptance testing. - Audit Trail Finalization
The completion of this phase results in structured content validated for use in FlexViews™, mobile application, and the automated MOC workflow, concluding the procedure digitization project.
III. Validation
We focus on quality assurance, user acceptance, and an effective transfer of control back to your team.
Expert Implementation Guidance
Implementing a new digital procedure lifecycle management (DPLM) solution is a significant project that requires expert guidance to mitigate risk and achieve stakeholder alignment. When you choose ATR’s SmartProcedures, experts support you through the digital transformation and change management processes to help you implement SmartProcedures and enable enterprise-wide adoption. The ATR team works with your personnel to develop optimal project implementation, reducing your team’s workload and increasing efficiency throughout the project.
Solving Chronic Procedure Problems
The digital procedure transformation process permanently solves the chronic problems plaguing legacy procedure systems. By leveraging SmartProcedures, your organization moves from managing high-risk documents to sustaining a highly efficient, auditable operation.
Improved Authoring
SmartProcedures eliminates up to 75% of the time spent on formatting and administration, allowing subject matter experts to focus on content quality and safety.
Operational Excellence
Inconsistencies and human error traps are eliminated through the use of electronic templates and built-in step analyzer module (SAM), standardizing procedures and global content across the enterprise.
Scalability
The inherent XML core and FlexViews allow content to be repurposed onto any device or format instantly, solving the problems of portability and paper paradigm limitations.
Audit Readiness
Built-in version control and the ability to link multimedia and operating limits enable high data integrity and provide the required audit trail for regulatory compliance.
Digital Transformation Tools for the Procedure Lifecycle
ATR products provide all the digital transformation required to ensure your procedures are governed, integrated, and scalable.
SmartProcedures
Digital procedure lifecycle management software with structured XML core and FlexViews to transform unstructured legacy documents into auditable, dynamic information.
Centurion
Automate the management of change (MOC) workflow, providing the auditable control necessary to ensure consistency across all digital procedure revisions.
Ready to Accelerate Your Procedure Digitalization?
Whether you need to assess your current risk level, digitalize thousands of legacy procedures, or ensure your team is trained for full system utilization, ATR has the specialized expertise to drive your success.