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From Chaos to Control: Tackling the Challenges of Transitioning to Electronic Document Management with Factorytalk and MasterControl eQMS

At Factorytalk, we’ve been a trusted partner of MasterControl for over 15 years, successfully implementing its robust Document Management System (DMS) for a wide range of projects. Our extensive experience has equipped us with the know-how and tools to address the common challenges organizations face when transitioning from manual to electronic document management. Here’s how we resolve these issues effectively.

Effectively Migrating a Document Collection

Transitioning to an eQMS often involves dealing with disorganized and outdated document collections. Here are the typical challenges and our recommended solutions:

Challenge

 

Too many documents to migrate

Solution

👉 Use the MasterControl Workbook to batch-import key data.

👉 Focus on the latest versions and set them as Revision 1 in MasterControl.

👉 Import native files only; MasterControl will automatically generate PDFs upon publication.

Challenge

 

Confusing or complex document numbering

Solution

👉 Simplify numbering systems and do not stick to the current ones.

👉 Use Custom Fields to group and categorize documents effectively.

👉 Leverage MasterControl Insights for better organization and reporting.

Custom Fields in MasterControl

Optimising Approval Workflows

Manual document approval processes can lead to significant delays and bottlenecks. Common issues include sequential approvals and lost documents. To address these challenges, we conduct workshops with clients to design approval workflows optimized for each document type. For example, a document that previously required sequential approval by four individuals was restructured to enable parallel approval by three, with the final review happening afterward. This approach significantly reduces delays and ensures smoother workflows.

An additional benefit of implementing an eQMS like MasterControl is its cloud-based flexibility. The platform allows users to approve documents from any device, whether a laptop, tablet, or smartphone. Approvers can keep workflows moving even when they are out of the office, making the approval process more convenient and efficient. Another advantage is the automated escalation feature. If an approver fails to respond within the designated timeframe, the system automatically escalates the task to another approver, ensuring deadlines are consistently met. These features go beyond addressing initial challenges, enhancing overall productivity and efficiency.

Avoiding Project Delays

Timely implementation is crucial, particularly for companies preparing for audits or meeting strict go-live dates. We mitigate delays by assigning a dedicated Project Manager to oversee the project and ensuring alignment through a steering committee involving stakeholders from both sides. Our team conducts workshops for subject matter experts (SMEs) to ensure they are familiar with the MasterControl Workbook and can facilitate accurate data preparation. Additionally, we provide guided dry runs in test environments, fully utilizing MasterControl’s validation tools to minimize effort during system validation. Our team’s expertise and flexible approach ensure that projects are delivered on schedule while fully meeting business process requirements.

By addressing these challenges, Factorytalk enables businesses to streamline document management processes, improve compliance and productivity, and stay audit-ready with minimal disruption. Our proven track record and deep knowledge of MasterControl eQMS ensure that your transition from manual to electronic systems is seamless and successful.

If you’re ready to modernize your document management system or QMS, contact us today or leave your details for our sales team to reach out. Let’s transform your document management journey together.

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