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Minimise Compliance Issues for Manufacturers using Salesforce

To stay ahead of the threat of non-compliance, manufacturers need to better manage their risk by adopting processes that help comply with the varied laws and regulations manufacturers are subject to.

Tailored to a manufacturer’s unique way of operating, risk, locations and products manufactured, document automation in Salesforce can help minimise compliance issues at an international level, by helping internal reviews, written procedures and conducting periodic risk assessments.

The role of document automation in risk assessments

A more networked and multinational business environment means a larger number of documents that are created, shared and require collaboration. These are often a source for risk assessments. When it comes to compliance, from versioning control to ensuring T&Cs abide local laws, it is important to have full visibility in the business processes where documents have a central role, from creating a field service offer and later turning this into a contract or invoice to a customer.

Document automation in Salesforce (with Documil Dynamo for example), gives unparalleled visibility into documents within the organisation from offers and reports to contracts and invoices. It allows creating document workflows that determine how data flows through an organisation, and how it is managed at each stage of the process in Salesforce. Document automation makes it easy to tailor document-driven workflows to each organisation’s needs.

One manufacturer uses it to see the status of offers out on the field and make sure that all offers are followed up accordingly. Another uses it to create field service offers and reports with customer data, making sure that all the offers and reports comply with local laws and regulations. The use cases are endless, but all promote visibility in the business processes.

Editable and locked data fields on a document with user level access

Document automation does not only give full control over documents but also what parts of them can be edited and by whom. If you have a field service contract, for example, you can allow field service engineers to edit the project hours and due date, but not the price or T&Cs for example.

This promotes compliance with local laws and regulations as the parts that are subject to these, can be easily be locked for editing ensuring they cannot be modified and are always the right ones for the specific market.

Say goodbye to version control issues

With teams spread in multiple locations, it is important to retain an easily manageable library of different document versions and make sure people always have access to the latest version. Documill Dynamo enables all this by storing different versions of the document in Salesforce while giving everyone a chance to view the latest version of the documents. If any user (with the appropriate user rights) make changes, a new version will be automatically saved to make sure there are no duplicates of the same document or unclarity as to what is the latest version.

The increasing automation requires fully digitised document processes

Manufacturing 4.0 is already here and there is no declining that this will have a huge impact on many manufacturers. When more and more functions are digitised, it is important that document processes follow suit too.

It is estimated that with 94% probability, some of the auditing jobs will become automated in the next 20 years and with this comes the requirement to be able to conduct risk assessments and audits digitally, including the documents used in business processes.

The regulatory changes affect all global manufacturers and document automation should not be overlooked as a way to help your teams comply with the various laws and regulations. To learn more, get in touch to see a demo of Documill Dynamo for manufacturing.

By | March 7th, 2017|
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