Striking the Right Balance: Key Aspects of Designing SOPs for Pharmaceutical Packaging

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Designing packaging materials for pharmaceutical brands can be a meticulous and complex process. As a designer working for a studio that works exclusively with pharma, my work primarily involves implementing a strict set of rules on various packaging materials that will be commercialized across different markets. To keep everything in check, in my team we write SOPs tailored to each customer. In this article, I’ll discuss the key aspects we consider when writing those SOPs and comment on the balance between effectiveness and completeness.

Clarity and Simplicity

The first aspect to consider when writing a design SOP is clarity and simplicity. The document should be easy to understand and follow for all team members, regardless of their expertise or experience. If a Junior designer cannot follow the document, then it does not fulfils its purpose. This can be achieved by using clear language, avoiding jargon, and providing visual examples when necessary. An image might be worth a thousand words. An effective SOP should prioritize essential information and avoid excessive detail to ensure that it remains concise and focused. If complex details are needed, you can always reference a more complex or complete document such as complete brand design guideline.

Compliance with Brand Guidelines and Regulatory Requirements

Pharmaceutical packaging must adhere to both the company’s brand guidelines and the regulatory requirements of the target market. It also needs to comply with all technical specifications from the manufacturing entity. A design SOP should provide clear instructions on how to maintain consistency with the company’s visual identity and fulfill the necessary legal obligations. This includes guidelines on colors, fonts, logos, and layout, as well as any specific labeling requirements mandated by law. And these change per country! Templates are in this case VERY useful.

Adaptability for Different Formats and Materials

We deal with packaging in various formats and materials, such as boxes, bottles, and blister packs. An effective design SOP should account for these variations and provide guidance on how to adapt designs accordingly. If you ever faced implementing a tini tiny label, then you know what it’s like. This may involve including modular design elements that can be easily rearranged or resized to fit different formats. Again, templates are your friend.

Revision and Update Process

Finally, a design SOP should include a clear process for revising and updating the document. This is crucial to ensure that the SOP remains relevant and up-to-date with any changes in brand guidelines, regulatory requirements, or industry best practices. This is particularly critical if your studio is ISO compliant. It is as important to make the right changes as to track who made those changes and why.

Striking the Right Balance

An effective and useful design SOP should provide enough information and guidance to ensure that all team members can create consistent, compliant, and technically correct packaging materials. However, it’s essential to strike the right balance between providing necessary details and overwhelming the reader with excessive information. An over-complete SOP may lead to confusion, inconsistencies, and a slower design process. By focusing on the key aspects outlined above, you can create an SOP that is both comprehensive and efficient, ensuring that your pharmaceutical packaging designs meet the highest standards.

If you are unsure as to what is the right level of detail, use an Agile process. Write a draft, let your team use it, get feedback and refine the document iteratively.

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Do you feel stuck with your current design process? Reach out to our studio and let us give you a hand. We can help you implement artworks or improve your studio processes.

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The Golden DTPr for Pharma Packaging

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Desktop Publishing (DTP) specialists play a crucial role in the packaging design process for pharmaceutical products. Sometimes they are called Artworkers, Artwork Specialists or Packaging Specialists. They work with complex design guidelines, technical requirements, and regulatory specifications, and are responsible for creating packaging materials that are both visually appealing and compliant with industry standards. In many cases they also act as Artwork Coordinators to ensure everything goes as planned in the workflow. In order to thrive in this highly regulated and demanding industry, DTP specialists need to possess a specific set of skills and aptitudes.

1. Extreme Attention to Detail

One of the most important skills that a DTP specialist needs to have in the pharmaceutical industry is an extreme attention to detail. Packaging design for pharmaceutical products is a highly regulated field, and even the smallest mistake can have serious consequences. Nobody wants to deal with a product recall or worse, a patient related issue. DTP specialists need to be able to work with complex design guidelines (150 page design guidelines are not uncommon) and technical specifications (working with many different manufacturers across the world), ensuring that their work meets all of the relevant standards and requirements. They also need to be able to spot errors and inconsistencies in their own work, as well as the work of others, and correct them before they become major issues.

In addition to technical accuracy, DTP specialists also need to have a keen eye for design. They need to be able to create packaging materials that are visually appealing and easy to understand for a wide range of audiences, from doctors and pharmacists to patients and their families. This requires a deep understanding of typography, color theory, and layout, as well as an ability to balance form and function in their work.

2. Ability to Work in Unstructured Environments

Another key skill for a DTP specialist in the pharmaceutical industry is the ability to work in unstructured environments. Unlike other industries where workflows are well-defined and standardized, the pharmaceutical industry is highly complex and dynamic and the structure is not always there (unfortunately many organizations still use Excel to manage projects). Workflows are often influenced by many stakeholders, including regulatory bodies, marketing teams, product development teams, and more. Furthermore, many of these stakeholders are external to the team: printers, customers, CMOs, etc. DTP specialists need to be able to navigate these complex workflows, adapting to changes and unexpected challenges as they arise.

This requires a high degree of flexibility and adaptability, as well as an ability to work well under pressure. DTP specialists need to be able to prioritize tasks, manage their time effectively, and communicate clearly with all of the stakeholders involved in the process.

3. Ability to Communicate with a Wide Range of Stakeholders

Finally, a DTP specialist in the pharmaceutical industry needs to be able to communicate effectively with a wide range of stakeholders. This can include everyone from regulatory bodies and marketing teams to product development teams and vendors. In many cases, these stakeholders may not have a deep understanding of the complexities of packaging design for pharmaceutical products or they will have a deep understanding of their specific needs but not of the entire process, which can make communication challenging. Have you ever tried to explain a printing technical requirement to a regulatory affairs professional?

DTP specialists need to be able to translate technical jargon and complex concepts into language that is easy to understand for non-experts. They also need to be able to build relationships with stakeholders, establishing trust and rapport that can help them navigate the complex workflows and regulatory requirements of the industry.

The Golden DTP specialist in the pharmaceutical industry need to possess a specific set of skills and aptitudes in order to thrive in this demanding and complex field. If you are looking to insource your design process or hire a freelancer, make sure they have at least these 3 top skills.

If you cannot find the right candidate, check out our Studio and we can lend a hand.

Improving your Artworks Workflow

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As an artwork coordinator working for a pharmaceutical company, I oversee the packaging design process from start to finish. It’s a complex process that involves multiple stakeholders and departments: regulatory, supply chain, printing houses, customers (we also do Contract Manufacturing), Quality Assurance, etc. It requires careful coordination to ensure that everything runs smoothly. Over the years, we’ve refined our process to the best of our abilities, but as with any complex system, there’s always room for improvement. We make our process work, but it requires constant emails, reminders and nudges to certain stakeholders to keep everything in check.

When we decided to purchase an Artwork Management System, we agreed to bring in an external workflow and process consultant to help us optimize our packaging design workflow as we intended to digitise our process. At first, I was a bit skeptical. After all, I knew our process inside and out, and I wasn’t sure how an external consultant could provide any value. Our initial plan was to simply move from a manual email based workflow to a digital one. However, after a couple of phone calls regarding the process, we realized that an external set of eyes can sometimes identify issues in your process that you simply cannot see because you’re too close and too busy.

The Consultant

The consultant that came in had extensive experience working with other pharmaceutical companies, not only within brands, but also in CMOs, design agencies, etc. He got us started by going thought our current process, which was drawn on a white board and asking a lot of questions as we went through every stage: who is involved, what information is provided, when, what are the challenges, what happens in this and that scenario, etc. Very quickly he was able to spot a few areas where we could make improvements. There were a couple of key aspects that were particularly interesting where he suggested some changes in the process by analysing and justifying those suggestions. The following was one of the most relevant ones:

Our Process

In the beginning of our process, the Regulatory Department provides the key information related to the change that has to be implemented in the packaging material: a new text, a set of annotated changes due to a change in regulations and anything in between. When this information is received, the Artworks Team checks it and forwards the request to the agency to execute the changes. Later in the process, once the design has been implemented, the Regulatory colleagues check the artwork to make sure it complied with their request for change. The consultant asked: how often does an artwork need to be redone because Regulatory spotted a mistake in the content (not a mistake introduced by the design agency). The answer across my team was consistent…..very frequently. The consultant then made an estimate of the amount of hours involved across all teams between the moment the request is sent by RA and the moment the design is sent back to them for changes. We calculated around 40 to 50 hours of work.

The Suggestions

His suggestion was simple: add a four eye principle on the information provided by Regulatory BEFORE the artwork request is sent to the agency. The objective was to validate the information before those 40 to 50 hours of work were spent on the artwork so that the number of iterations would be reduced. We quickly involved the QA team, who happily agreed to review the data before it was sent to the agency. It was brilliant. A simple suggestion, a nudge to the colleagues in QA and the potential time savings were incredible.

At first, I was a bit intimidated by the prospect of implementing all suggested changes. After all, change can be difficult, especially when you’re dealing with a process that has been in place for years and many stakeholders involved. However, with an open discussions and proper justification of each suggested change, I realized that these changes were all aimed at making our jobs easier and more efficient. By embracing these changes, we could reduce the amount of time and resources we spent on each project and ensure the best possible outcome. Having an external set of eyes also helped align all relevant parties (external people are not afraid of starting difficult conversations).

Over the next few months, we worked closely with the consultant to implement the changes he had suggested. It wasn’t always easy, and there were a few bumps in the road, but overall, the process went smoothly. We saw an consistent improvement in in our process. and our workflow became much more streamlined. We were able to complete projects more quickly and with fewer errors, which made everyone involved in the process much happier.

Looking back, I’m so glad we decided to bring in an external set of eyes to help us optimize our packaging design workflow. I’m excited to see what other improvements we can make in the future, and I’m grateful for the opportunity to work with such a talented consultant.

If you want an external set of eyes on your process, setup a call with us and let’s work together to make your workflow flawless.

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Asking vs SOPing.

In today’s fast-paced business world, every second counts, and no one wants to waste time on repetitive tasks. One area where this is especially true is in the supply chain of packaging design processes where not only time matters but reducing risk is a key factor of the process. Frequently, supply chain teams are asked to supply information that is mostly static and unchanging, yet the requests for this information continue to pour in. For every artwork material surely comes an email requesting the same information. In these cases, identifying repetitive tasks and documenting the necessary information can help save time across the supply chain while reducing unnecessary risks related to information processing.

Let’s consider the following example: An artwork coordinator requests information from the supply chain team regarding the technical specifications of serialisation printing. The details provided by the supply chain always relate to the market where the product is going to be released (different market, different rules) and change only every one or two years when the regulatory bodies change the laws. The request for information is done for every product, and therefore the response from the supply chain is almost always the same. Furthermore, supply chain is the only team up to date on when the regulations change.

In this situation, creating a set of technical specifications in the form of a Standard Operating Procedure (SOP) can help streamline the process. The SOP would describe the serialization requirements per market (what information can be printed where and under which technical specifications), and the supply chain team would become the owners of these documents. By creating and documenting these technical specifications, the supply chain team can prevent the information from being requested for every product, thereby saving a tremendous amount of time while reducing the risk of misinformation.

The benefits of creating SOPs and technical documents go beyond time-saving. By documenting and standardizing information, it becomes easier to communicate and collaborate with team members and stakeholders. This standardization can also reduce errors and improve the quality of the work.

Furthermore, the benefits of documenting information go beyond the immediate supply chain team. If the information is needed by other teams, such as quality assurange or regulatory affairs, having a documented SOP can ensure that everyone is on the same page and using the correct information. This can help prevent delays and ensure that all aspects of the product development process are aligned.

In conclusion, identifying repetitive tasks and documenting necessary information can help save time across the entire supply chain of packaging design. The example of creating an SOP for serialization requirements illustrates how this process can be applied in practice on any company that markets products across different countries. By creating and maintaining such documents, teams can save time, reduce the risk of misinformation, and improve the overall quality of their work.

Do you email or do you SOP?

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Be like water….

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When it comes to corporate packaging design, transparency is key. We always insist on this aspect, specially when on-boarding new teams that are used to a more traditional approach where compartmentalisation of information is common practice.

A packaging design workflow involves multiple stakeholders, including internal teams such as marketing, product development, and design, as well as external partners such as packaging manufacturers, suppliers, and distributors. This complex network of stakeholders makes it essential to have a clear and centralised system of information sharing to prevent errors and reduce risk.

Compartmentalisation vs Transparency

Compartmentalisation is the approach of separating information into individual units or silos, which can only be accessed by certain individuals or groups. This approach can have some benefits, such as providing increased security for sensitive information or enabling clear lines of authority and responsibility. However, there are also significant risks associated with compartmentalisation that can hinder the success of a business or organisation.

One of the biggest risks of a compartmentalised approach is that it can create barriers to effective communication and collaboration. So basically some individuals might not know at one given time what is going on because information is hidden from them. This can lead to a lack of coordination, missed opportunities, and duplicated effort, which can ultimately hinder business growth and success.

On the other side of the spectrum, transparent processes can have many benefits. When stakeholders have access to the same information and there is clarity about what is going on at any time, it can help to identify and mitigate risks early on, before they become significant problems.

Transparency can also lead to greater accountability and trust.

Transparency how?

Transparency for packaging design can be achieved through the use of a centralized AMS tool, such Twona NeXT. It allows all stakeholders to have access to project-related information and updates in real-time, reducing the need for manual updates and reducing the risk of miscommunications.

In addition, transparency can also ensure the final product meets all necessary requirements and standards such as compliance with legal and regulatory requirements.

But how far do we go?

The line between transparency and compartmentalisation can however be difficult to spot. Too much of either and the process will suffer or the risk will be too high.

A good rule to thumb for packaging design processes within pharmaceutical teams follows these key aspects:

  1. High visibility – Being able to understand the status of a project within a complex workflow creates trust, clarity and a sense of belonging by all relevant stakeholders. Keep it open, let all relevant parties see what is happening. Limiting visibility is only advisable when dealing with competing external stakeholders such as multiple design agencies.
  2. Silo the actions – For compliance requirements, it might be needed to limit what each stakeholders can do. This is ensure everyone can fulfil their own actions while reducing the risk of mistakes. For instance, the Design team should be the only one capable of uploading new versions while approvals can only be granted by the Regulatory team.
  3. Train everyone on the entire process – A key component of digitising a process is the training that each stakeholder needs to be part of. For larger teams, it might be wise to split the teams to focus on their part of the process. However, the entire process should be shown to all stakeholders to ensure there is clarity and a complete understanding of what is going on at every moment.
  4. Don’t give access to external stakeholders – When collaborating with external teams such as suppliers, printers and others, it is a good practice to establish a collaboration model that is based on an on-demand basis. This means only when the core team requests something from the external members, the information can be provided or consumed, keeping access to the larger process blocked at all times. This approach reduces risks and simplifies the actions that external stakeholders need to take on your process.

In summary, defining the level of access (both views and actions) when digitising your artwork process should be considered as one of the most relevant task before you get started. Think through it, check with all stakeholders, determine which level of transparency fits your team and remember that silos are the enemy of collaboration.

We make more rounds to avoid mistakes…the Fallacy

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Have you ever heard from a client that the reason they make so many rounds or checks (and they seem to be proud) is to avoid mistakes in the final product?

I translate this as “reducing the probability of making a mistake” in the design of the packaging.

Well….let me tell you this:

THEY ARE LYING TO YOU

Anybody that can do statistical analysis

Designing and creating designs for packaging materials, specially for food, retail and pharma, is a complex process that involves multiple rounds of designing, checking and refinement. One might expect that with each additional round of design and checks, the probability of making a mistake decreases. However, this idea is counter-intuitive and exploring the math clearly shows how more rounds of changes do indeed lead to a higher probability of making ANY mistake. Let’s check it out, it is not too complex.

The Setup

Let’s say that the probability of making a mistake when implementing a design is 1/10, or in other words, 10% of the times a designer will make a mistake. It does not matter if this number is realistic or not. More experienced designers will make mistakes less often than more experienced ones. The numbers do not affect the calculation and are only used to showcase the scenario.

Let’s also say, that we want to know that is the probability of making ANY mistake when making 1 design round versus 4 rounds of changes. In the first case, for a single round, the probability of making a mistake is set at 10%. For the second case, the probability of making ANY mistake after 4 rounds, we need a bit of math. Don’t be afraid, it is simple.

The Proof

The probability of NOT making a mistake on any given design round is 1 – 1/10 = 9/10 (so 90%). The probability of NOT making a mistake on all four consecutive design rounds is (9/10)^4 = 6561/10000 (so 65%).

To find the combined probability of making ANY mistake, we subtract the probability of NOT making a mistake on all four consecutive actions from 1:

1 – (9/10)^4 = 1 – 6561/10000 = 3439/10000 = 0.3439 = 34.39%.

So the combined probability of making ANY mistake if you execute 4 consecutive design rounds is 34.39%.

That is more than 3 times the probability of making a mistake on a single round. This is key, so clients can understand that a well-defined brief and instructions improve the odds of nailing the design in the first round, which then reduces the probability of making a mistake on further design rounds.

Fell free to send this proof to your clients so they start sending better briefs (including accurate technical specs).

The nightmare of technical specs

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Working in the pharmaceutical industry, the creation of packaging designs can be a challenging and complex process, especially when dealing with multiple Contract Manufacturing Organizations (CMOs) and Printing companies. There are many factors that can impact the design, including regulatory requirements, branding, marketing, and of course, technical considerations. One of the biggest challenges that packaging designers face when working with multiple printing stakeholders (weather it is a CMO or a printer directly) is the varying technical requirements. Different companies have different machinery and different Standard Operating Procedures (SOPs) (sometimes they don’t even have SOPs).

Oh man…this is hard.

The first challenge related to working with multiple printers is the differences in print and packing capabilities. Each printer may have different printing processes and equipment that they use. For example, one printer may use a rotogravure printing process while another may use flexographic printing. This can result in differences in color accuracy, registration, and overall quality of the final print. Additionally, some printers may not be able to accommodate certain design elements, such as holographic foils or raised printing, which can impact the design and the overall look of the packaging. Additionally, and more specifically for the packaging industry, the printed materials are going to be the input of a packing machine which is going to fold, fill, glue and whatnot in an automated machine. This process is critical since failure can have a high cost impact. Most “reasonable” printing companies and CMOs provide technical specifications to their design agencies (or their clients) so the design materials can be created to specs.

The second challenge is the complex technical documentation that designers must understand in order to create compliant designs. Technical documentation often includes specifications on dielines, varnish free areas, margins, folding lines, visual marks used for automated packing and many more. Understanding these guidelines and ensuring that the design meets them can be a time-consuming and confusing process, particularly for designers who are not familiar with the specific requirements of each printer and considering some of these technical specification documents can be 40 page long. If you are dealing with 10 suppliers, times 40 is a 400 page documentation. That is not easy to manage. This can result in mistakes and miscommunications between the design team and the printer, which can ultimately impact the time to market.

What can we do to fix this?

There are ways to improve the process when technical specification documentation is complex and there are many different suppliers:

  1. Write and maintain proper design manuals specifically for each printer/CMO. This will help ensure that the design team has all of the information they need to create designs that are compatible with each printer’s technical requirements. This can also help avoid misunderstandings and miscommunications between the design team and the printer. Additionally, it will be required should you have to face a customer audit.
  2. Perform training of the design team on all technical requirements. This will help ensure that the design team is aware of the specific requirements of each printer and can create designs that are compatible with those requirements. Furthermore, it will help designers find and interpret information faster and accurately.
  3. Allow a direct line of communication with the printer instead of via the client. A direct line of communication can help avoid misunderstandings and miscommunications that may occur when the design team is communicating through the client. Let the technical people speak to technical people directly, otherwise you will face the broken phone syndrome.

The creation of packaging designs can be challenging, especially when working with multiple CMOs and printers. The varying technical requirements of each printer and the long and complex technical documentation can be a pain in the arse to deal with and a high risk factor. But don’t despair, by following these three tips – writing and maintaining proper design manuals, performing training on technical requirements, and allowing a direct line of communication with the printer – designers can improve the process and ensure that the final product meets all of the necessary requirements.

Is Software Validation outdated?

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Software validation is the process of ensuring that software systems meet the requirements set forth by regulatory bodies, such as the FDA in the United States. This is particularly important in highly regulated industries, such as the pharmaceutical industry, where software systems are used to manage and analyze critical data that is used to support the development and manufacture of drugs.

The origin of software validation can be traced back to the early days of computer technology in the pharmaceutical industry. In the 1970s, the FDA began to recognize the importance of software validation as a means of ensuring the accuracy and reliability of data generated by computer systems. This led to the development of guidelines and regulations for software validation, specifically in the pharmaceutical industry, such as the FDA’s “Guideline on General Principles of Software Validation” in 2002.

One key document that is created during the software validation process is the Master Validation Plan (MVP). The MVP is a comprehensive document that outlines the overall strategy and approach for validating the software. It includes details such as the scope of the validation, the validation team, and the schedule for validation activities. It is the first and foremost piece to documentation that needs to be created.

Following the MVP, you need to build three key documents: OQ, IQ and PQ.

Operational Qualification (OQ) and Installation Qualification (IQ) are used to ensure that the software system is installed and configured properly, and that it functions as intended in its intended environment.

Performance Qualification (PQ) is a process of testing software systems in order to verify that it performs as intended, and that it meets the acceptance criteria defined in the Qualification Protocol (QP).

As the technology and software development methodologies have evolved since the 70s, the need to adapt the validation model for modern SaaS cloud-based solutions has become increasingly important. With the advent of cloud computing, software systems are no longer installed and run on a single machine, but rather they are accessed through the internet from various devices and locations. This is the so called “single tenant system”, which is a radically different paradigm from the early on-site installations. This has led to the development of new guidelines and regulations for validating cloud-based software systems, such as the FDA’s “Guidance for Industry: Cloud Computing and Mobile Medical Applications” in 2013, although one might argue that those models are still outdated given the speed of the advancement of technology and cloud services.

In conclusion, software validation is a critical process in ensuring the accuracy and reliability of data generated by computer systems in highly regulated environments. However, application of outdated validation methods will only led to frustration and failure.

If you are about to embark on a validation process for a SaaS solution but your QA team has only experience on traditional on-site installations, do not rush. Take your time, read the available literature, get familiar with the tools and infrastructure used by your chosen vendor and if necessary, ask for additional budget to ensure the validation is not only successful, but more importantly, relevant.

How we manage our marketing projects

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Image of Twona AMS system showing artwork uploaded and options for artwork details, project, preview and communication with messages
Photo by Twona

A few months ago, we were contacted by the marketing team of one of our Pharmaceutical clients to check if our solution could help them process their work, collaborate, and get approvals in a simpler manner than what they currently do. Our response was that yes, of course it can! You know why we know it? Because we use it ourselves!

In my role as Marketing manager, we use Twona to process our design deliverables. Like in many other companies with a small department, we used to handle everything through Slack/Google Chat or email, and store the files in drive. Since our type of work is very similar to what our clients are using for packaging designs, we also needed a better way to discuss things that are not lost in a myriad of chat messages, approvals of the work, and an organized archive of all the versions and easy tracking of the final approved one.

Using the system has proven a much better way to manage all this process.

  • Everyone in the team has access to it, and can find the latest version of a logo, a linkedin graphic or a brochure. Our project structure and naming convention help with this, even if the file itself would be called something generic, it is easy to find it with the search functionality.
  • We created a simple project workflow that fits our needs as a small team. Now, I get an overview of all the open projects, which ones are for review, or need attention, and can manage and rearrange the priorities better.
  • There are clear deadlines and assignment of responsibilities.
  • When the team is low on work, they can easily take older, less priority projects without these being forgotten, and without losing time.
  • Everyone involved gets notifications when something comes their way, so either to take a look at the information before a briefing meeting/discussion, or to go review the uploaded designs.
  • All communication related to a project and all files linked to it are in one place, so if we want to go back to something, it is always available.
  • Creating new design requests based on earlier files is much faster now, without having to re-attach all files to an email or include links. Also we can hide attachments that are no longer relevant, avoiding risk of using the wrong information.
  • We have no limitation on what to store so also high resolution and raw files can be included, in case someone else needs to work on those later.
  • We are able to send files safely for review through the tool to external parties such as partners or printers, always knowing that we are choosing the right files.
  • As we can leave annotations in the files, or attach other documents, the designers know what to change, and anyone (this is our choice) can access the feedback, so if a person is sick, someone else can take up the work without much of an issue as all the files are there, and all the notes/changes requested are also included in one place.
  • We can review that all changes requested have been made, or that the printer has not introduced anything strange when sending the final print proof, by using the native comparison tool.

Moreover, the team is happy with using Twona AMS for our own marketing projects, and it was a quick and simple transition for us.

We have made small adjustments as we progressed and introduced different types of projects, to be able to put projects on hold, or make material available for our partners, amongst others.

If you are considering a more organized way to manage your communication and collaboration around marketing projects, check out Twona and see if it can be of help for your team too!

Zuriñe García
Marketing

Standardizing products in the pharmaceutical industry

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Homogeneize/Standardize is the process to harmonize or confer homogeneity or unity to the elements of a set or an area. When it comes to our packaging, it has many other implications:

  • Identification & communication of attributes and visibility.
  • Item Distribution Strategy.
  • Increase in perceived value of the product.
  • Brand recognition.
  • Loyalty.

With the term defined and considering the high strategic importance of standardizing our packaging, we are going to focus on how to deal with the production of (standardize) materials.

What is the best way to guarantee that our team of designers produce homogeneous materials?

Without a doubt, it is the use of templates. These templates, which are expected to be a shared resource, must be unique and protected to avoid changes and therefore generate unwanted deviations.

It is important to develop as many templates as types of products are in our portfolio. These types or groups of products have similar content, form and distribution:

  • Blister box
  • Vertical box
  • Label
  • Leaflet
  • Blister

Using a Folding Box as an example, our template must contain: logos and corporate identity signs, road safety or photosensitivity icon, recycling symbol(s), dosage chart and a long etcetera depending on the complexity of our design.

In order to complete our template, we are currently still missing a fundamental element. It is of vital importance to have a mockup in our template so that designers can use the elements that compose it when building new products.

Back to our example of a Folding Box. In our mock-up there will be a set of elements in the front face such as the name of the product/component in the correct corporate font, size and formatting that would help the designer create the final material. Very important is to make sure that these elements are not to be specific and refer to a real product/component. These should contain a generic text, such to avoid human errors by not replacing the correct text from the Medicines Agency.

For example: Molecule Brand 00 xx xxxxxxx xxxxxx EFG – all these in the correct font and sizes/styling.

Austrian national library – unsplash

Besides reducing risk of mistakes, another benefit of using templates is to exponentially speed up the design process. The template is expected to already solve many questions when starting producing a material: What font should I use? Where are the logos and icons? What were these products like that I haven’t worked on lately?…

To finish with our recommendations to standardize your designs with the use of templates, it is important to highlight that a template is subject to real and common cases. What does this mean? The template should be simplified as much as possible so that its use is agile and efficient, therefore, they should not include exceptions or extreme cases when creating the template.

Our template must encompass the common elements of at least 90% of our materials, as well as our guide or procedure for a material that you can see in a previous article: Facing a Rebranding without stress.

Rafael Cruz Núñez
Artwork Manager