simplify processes – TwonaBlog

October 6, 2023March 1, 2024

Forget Email Attachments: Modernizing Packaging Approval with Digital Solutions

Picture this scenario: endless email threads, multiple attachments in several emails as the size limit is reached, wrong attachments sent, lots of back-and-forth to explain that the attachment was wrong and here is the correct one, version confusion… If this is your day-to-day, you can see how it is a recipe for delays, miscommunication, and even the occasional oversight that can have far-reaching consequences.

Thankfully, you can stop that chain of inefficiency and elevate packaging approval processes to new heights of effectiveness—using digital solutions that go beyond the limitations of email attachments.

Rephrase

The Drawbacks of Using Email for Approvals

While email has earned its place for business communication, it proves inefficient when managing essential tasks such as approving packaging designs due to several shortcomings:

1. Disconnected Communication: Keeping track of context and accurately recording changes can be tough due to the scattered nature of email threads.

2. Confusion with version management: The presence of multiple attachments with nearly identical names could breed misunderstanding, chiefly when various editions are being scrutinized at the same time.

3. Sluggish replies: Overfilled inboxes or a surge of incoming emails may result in important messages being missed, leading to holdups in the approval process.

4. Ambiguous Responsibility: Figuring out who has examined or greenlit a design at any moment proves difficult, rendering accountability a fizzy concept.

The Digital Leap: What Modern Approvals Demand

Fortunately, there are digital solutions that tackle the challenges of packaging approvals. These solutions offer a range of features that revolutionize the approval process:

1. Collaborative Workspace: Imagine a virtual space where stakeholders can congregate, review designs, provide feedback, and hold discussions—all within a single, organized platform.

2. Version Tracking: A digital system maintains a comprehensive history of design versions, enabling easy comparison and minimizing errors caused by outdated versions.

3. Transparent Approval Paths: Digital solutions allow you to define and visualize approval paths clearly, ensuring designs navigate through the correct channels without bottlenecks.

4. Automated Reminders: Say goodbye to chasing approvals. Automated notifications ensure that reviewers are prompted at the right time, reducing approval cycle times. You can also choose to send manual reminders.

5. Accountability and Audit Trails: Each action is recorded, creating an audit trail that clarifies who did what, when, and why—an essential feature for compliance-driven industries.

The Transformative Impact: Efficiency and Precision Redefined

Do you need to hear about the advantages of using such a digital solution ?

1. Streamlined Workflows: With collaborative workspaces, design reviews become intuitive and streamlined, eliminating the confusion associated with email chains.

2. Rapid Turnaround: Design approvals take less time, enhancing your ability to bring products to market swiftly and seize new opportunities.

3. Improved Accuracy: Version control hiccups and miscommunications become a thing of the past, reducing the chances of errors slipping through the cracks.

4. Compliance : Industries subject to regulations can breathe easier knowing that an accountable, traceable process is in place.

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So, are you ready to leave the era of email attachments behind and embark on a journey towards efficient, compliant, and precise packaging approvals?

If you are, please give a try to our approvals solution and then, contact us to help you implement it for your team.

March 21, 2023

Claves del éxito al afrontar el diseño del packaging de un nuevo cliente

En el mundo del diseño, la creación de plantillas de diseño o templates a partir de ahora, es esencial para el éxito de cualquier proyecto. Un template es un documento o archivo que se utiliza como base para la creación de nuevos diseños o materiales. Pueden ser simples, como una página en blanco con un borde, o pueden ser más complejas, con una estructura detallada que incluye una variedad de elementos y características.

Necesito encontrar todo o casi todo lo que necesito en un mismo lugar, si no pierdo demasiado tiempo en buscar recursos y no en el propio diseño.
Cualquier diseñador

La importancia de crear templates adecuadas para futuros proyectos radica en la eficiencia que proporciona al proceso de diseño. Un template bien diseñado asegura que los diseños sean coherentes y que se mantengan dentro de la marca o la identidad visual de la empresa. Además, permiten que los diseñadores trabajen de manera más rápida y eficiente, reduciendo el tiempo de creación de un diseño y, por lo tanto, maximizar nuestros recursos.

Al crear los templates, es fundamental asegurarse de que su contenido sea apropiado para el proyecto en cuestión. Si no está diseñada específicamente para el proyecto puede generar problemas de coherencia, o peor aún, puede llevar a errores costosos. Por ejemplo, si una empresa tiene un template para un folleto que se utiliza para anunciar un producto específico, pero luego se utiliza para anunciar un producto diferente, el resultado puede ser una confusión entre los clientes potenciales y una pérdida de credibilidad de la marca.

Los documentos de apoyo son la base para un proceso de trabajo eficiente, se debe tener en cuenta que el template no solo debe ser funcional, sino que también debe ser fácil de usar. Los diseñadores que trabajan en el proyecto deben poder entender y utilizarlo de manera efectiva para que puedan trabajar con rapidez y eficiencia. Por lo tanto, es importante que sea claro, intuitivo y fácil de navegar.

Un ejemplo real para producir el packaging de un nuevo cliente por ejemplo en el sector farmacéutico sería de la siguiente manera:

1. Proyecto piloto: es importante que haya un proceso inicial de aprendizaje donde trabajamos con una muestra que debe abarcar gran parte de los tipos de productos y siempre es importante que contenga ejemplos difíciles. No nos interesa aprender implementaciones sencillos para sufrir inevitablemente cuando lleguen productos complejos obviando que no podemos cubrir todas las opciones.
2. Documentación de apoyo: una vez hayamos trabajando y aprendido los productos en la fase inicial es hora de generar los documentos de apoyo necesarios como templates, procedimientos y los checklists pertinentes. Siguiendo con el ejemplo debería haber tantas triadas (procedimiento, template y checklist) como categorías de productos: Envases, prospectos, aluminios, etiquetas, sobres, etc.
3. Formación, uso y mejora constante: es necesario apuntar que dichos documentos deben ser de uso común y dado que son documentos vivos deben estar en continua revisión partiendo de su uso continuo mejorando y simplificando dichos archivos periódicamente. Es muy común que el contenido inicial de dichos documentos sea más extensiva que concentrada por motivos de seguridad y calidad.

Resumiendo, el diseño del packaging tiene muchos detalles que hay que conjugar alineando también agentes externos con detalles técnicos de los fabricantes y excepciones que no encontrarás en ningún documento. La clave esta en tener una fase inicial que nos ayude (piloto), para nutrirnos de archivos de apoyo que nos faciliten el proceso (templates, procedimiento, checklists) para acelerar el diseño del 90% de los productos y así tener tiempo para las excepciones y seguir creciendo.

March 7, 2023

Improving your Artworks Workflow

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.

February 16, 2023

Accountability and Authority, The Saga

Once upon a time, in a packaging company not so far away, there was a team of designers tasked with the creation and management of product packaging for their Ancestors . The designers were excited to start working on the project and put their creative and technical skills to the test. They had been trained by the master Designers and could summon the Gods of Regulatory.

The Gods of Regulatory were responsible for ensuring that the package met all necessary regulations and guidelines, Lord praise the FDA, the EMA and the local regulatory bodies. They were accountable for the content that was placed on the packaging design. And they were good at it. They had to appease the recall demons, for one mistake could cost them dearly.

After many times together in the battle field however, the Designes and the Gods of Regulatory realized that while they were accountable for the packaging, and would suffer the consequences of an attack on their impeccable recall record, they lacked the authority to make any meaningful changes on their battle process. There were simply too many stakeholders, too many hidden decision makers and way too many KPIs to fulfil.

One day, the designers submitted a proposal for an improved workflow model that they were particularly proud of. They had worked hand in hand with the regulatory team tirelessly on it for weeks and were excited to finally present it to the higher court, the Decision Makers. However, they were swiftly denied their wishes. The Decision Makers had rejected the proposal outright, without providing any concrete reasons for their decision. They simply said: It shall not be done.

The designers were frustrated, the regulatory experts were angry. They all felt like they were being held accountable for something they had no control over. If something went wrong, their heads would roll, but without the means to change course, they felt abandoned and desperate. They began to lose their faith, their motivation and engagement in the project. To make matters worse, they soon discovered that the same thing was happening to other teams in the company.

The problem wasn’t just with their process; the company’s organizational structure and old fashioned culture made it difficult for anyone to have the necessary authority to make meaningful changes. Everything had to be escalated to the high court, where decisions were made without hands-on knowledge of the actual work that had to be done.

As a result, the frustrated designers and regulatory experts decided to take matters into their own hands. They started taking actions outside of their workflow to expedite the pressing deadlines and reach their tight objectives. They were operating under the blanket of cover and darkness, very much aware of the lack of compliance and added risks. But they had no choice, it was the only way to complete the assigned tasks.

The moral of the story is that accountability without authority can be a frustrating and demotivating experience. Furthermore, when the processes in place do not match the actual job requirements, the non-authoritative stakeholders are usually forced to take action, stepping outside of the agreed models to accomplish their tasks. When key stakeholders lack the necessary authority to make changes, it can lead to a lack of engagement and creativity, and in most cases non-compliance with SOPs. In the case of packaging companies, designers and regulatory experts must work together to ensure that the design process is collaborative and efficient, but they need to have authority to make changes to the process when it no longer works.

Do you feel accountable but lack authority?

February 9, 2023

Are you measuring your team’s performance?

Key Performance Indicators (KPIs) are a set of metrics that help organizations evaluate the success of their strategies and models, and monitor their progress towards achieving their goals. In the context of a design team working on packaging materials for pharmaceutical products, KPIs are particularly important as they provide valuable insights into the team’s productivity, efficiency, and effectiveness. They help track your chosen workflow and allow you perform a continuous improvement programme. By tracking and analyzing KPIs, the team can identify areas for improvement, make more informed decisions, and achieve better results.

There are many KPIs that can be used to evaluate the performance of a design team. Different organizations work under different predicaments and models, which can influence the overall objetives: reduce time-to-market, reduce number of reworks, minimise risk of errors, etc. Three of the most common design KPIs are: the number of iterations required before approval, the time spent in each stage of the workflow, and the number of processed jobs per team member.

N versions before Approval

The number of iterations required before approval measure the number of times a design has to be revised before it is finally approved. A high number of iterations can indicate that there is a problem with the design process or that the team is not communicating effectively with stakeholders (if you are experiencing this, maybe you want to consider THIS article). It can also be a sign of a lack of clarity in the design brief, an unstructured design process, a lack of relevant SOPs and documentation and a wide range of other design-process maladies.

Time to move on

The time spent in each stage of the workflow, measures the amount of time the team spends on each stage of the design process, from conception to final approval. It allows you to zoom in on each step of the process and see what is really going on. This information is valuable as it helps to identify bottlenecks in the workflow. Additionally, the time spent in each stage can provide insights into the team’s capacity, allowing them to plan more effectively and allocate resources more efficiently.

What’s your workload

The number of processed jobs per team member, measures the productivity of each team member by tracking the number of jobs they complete in a given time period or in certain stages of the workflow. This information helps to identify individual strengths and weaknesses, which can then be used to optimize the allocation of tasks within the team. It can also provide insights into the workload of each team member, helping to ensure that they are not overburdened, which can lead to burnout and decreased productivity. It is important to filter this information with the right parameters, not all jobs are the same nor they take the same amount of time and resources. Filter wisely, one designer processing 3 multi language packs per day might be more efficient than another who moves around 10 simple jobs.

Kaizen baby, kaizen

KPIs are not only useful for evaluating the performance of a design team but also for setting a starting point for process improvement. By regularly tracking and analyzing KPIs, the team can identify areas for improvement and make informed decisions about how to optimize their processes and improve their performance. This is not only valuable for in-house processes, but also for evaluating external stakeholders. If your design efforts are outsouced, you can gain valuable insight into their effectiveness. If your customers are giving you a hard time with delays on approvals, hard KPI data will be valuable for a hard discussion with them about meeting deadlines.

Are you measuring your design team performance? If you said no, you need to take some time to think about it. If you said yes, the follow up question is: how exactly are you tracking the progress?

February 6, 2023February 6, 2023

AMS Twona NeXT 200mg digital pills

Twona NeXT – Artwork Management System

Directions for use: Full implementation of Twona NeXT Artwork Management System is recommended for all stakeholders in your organization.

Dosage

For optimal results, it is recommended that you fully implement Twona NeXT as your Artwork Management System. This means integrating Twona NeXT into all your processes, training all stakeholders in its use, and utilizing its features to streamline and optimize your artwork management processes.

Risks of not using Twona NeXT

Continuing to work in the traditional way can result in sub-optimal processes, prolonged time-to-market, excessive working hours, messy file folders, untraceable processes, non-compliant systems, and a lack of preparedness for external audits. These risks can lead to decreased efficiency, reduced productivity, and increased risk for your organization.

Warnings

Failing to implement a digital Artwork Management System such as Twona NeXT can result in a lack of visibility and control over your artwork management processes, leading to decreased efficiency and increased risk. By fully integrating Twona NeXT into your organization, you can streamline and optimize your processes, improve collaboration, and ensure compliance.

It is important to carefully follow the recommended dosage and to fully integrate Twona NeXT into your organization for optimal results. If you have any questions or concerns about the use of Twona NeXT, please consult with your Artwork Management System specialist.

February 2, 2023

The nightmare of technical specs

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:

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.
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.
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.

September 17, 2022January 24, 2023

How we manage our marketing projects

Photo by Twona
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!

September 14, 2022February 3, 2023

Standardizing products in the pharmaceutical industry

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.

Twona Article — 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.

September 3, 2022January 24, 2023

Stress-Free Packaging Rebranding

Photo by myriam-zilles-KltoLK6Mk

As difficult as it may be to recognize it, we sometimes have a hard time adjusting to change. It is that adaptation process what seems like an uphill task.

For a pharmaceutical lab to be competitive, it needs to keep adjusting their processes; using new tools that make work more efficient, or renewing their brand image, for example. And that is the aspect we are going to focus on.

Rebranding and its feared companion: the new Guideline

A rebranding is a brand image change that affects a company’s products and packaging and which rules are collected in a document, named a guideline. Some of the changes that these entail are:

New corporate design.
New color ranges.
Fonts.
Icons, logos.

Finding the necessary information to adjust your designs in a document of 30, 60 or maybe even 150 pages, can be complex. Do you imagine working each day with such a lengthy document?

If you have never gone through a rebranding process, here is a shocker: no guideline, none at all, ever, has covered all possible cases. I mean exceptions, nearly impossible implementations, small formats like a label or adjusting those rules to a double molecule, with hidroclorotiazide, for instance.

How to handle a rebranding in an efficient manner?

When you first get introduced to a new guideline, a mix of feelings arise: it is both exciting and challenging at the same time. Before you start hyperventilating at the thought of how complicated it can become to check that or another details, make sure you do this: simplify the document into smaller sections, so you can solve each case separately, focusing on what is important.

The key is to divide the information in several areas, one way is for instance by type of product:

Folding Box
Leaflet
Labels

Whatever division you choose from, it should answer one question: “How do I design/ review a …” > For example, for a Folding box, as it is a very common product that has a rather high complexity.

The procedure to design a box from the guideline is then dissected into smaller pieces that compose it: front face/back face/secondary faces/closing sleeve…

Each section of the divided guidelines will obviously have to contain all its specific rules, and always have images/drawings of real examples. Make sure to also define margins, corporate elements, proportions, and colors, besides the actual content of that box face.

My recommendation is to leave exceptions or special cases to the end. Make sure that the section covers 90% of the cases and leave the 10% for the end of the section.

Similarly, from my experience, besides splitting up information into more agile documents, I would recommend creating templates for the most common cases. It is also very useful to generate checklists that contain the key elements that cannot be missed. Both of these will help you tremendously on the final review.

And you? What tricks do you use to make your rebranding projects simpler and less stressful?

If you are currently going through a rebranding process or it is in the planning, and you have any questions, do not hesitate to contact me. Good luck with that rebranding process!

Rafael Cruz Núñez
Artwork Manager