Improving Collaboration between Designers, Artwork Coordinators, and Regulatory Affairs Professionals

Midjourney

In the complex world of product packaging and labeling (Pharma and Food mostly), effective collaboration between designers, artwork coordinators, and regulatory affairs professionals is crucial for ensuring compliance, efficiency, and overall success. With ever-changing regulations, tight budgets and timelines and a large set of very different stakeholders, having a streamlined process that connects everyone is essential. Below you will find some key aspects of how to optimize collaboration centered around the benefits of using an Artwork Management System (AMS) like Twona NeXT.

Establish Clear Communication Channels

One of the main challenges every organisation faces when there is a large number of SKUs and stakeholders involved is maintaining clear and effective communication. To address this, you must establish a clear communication channel for each project, where all stakeholders can share updates, feedback, and relevant information. While tools like Slack or Microsoft Teams can help facilitate these conversations, they are hardly suitable for highly regulated environments due the lack of traceability. Additionally, they tend to be disconnected from the projects themselves, serving only as a platform for discussion. Ensuring a Single Source of Truth is key wile Slack or Teams can be used as secondary channels by means of an integration. This means, for instance, a notification can be sent from your system to Slack when a project reaches a certain milestone.

Define Roles and Responsibilities

It is essential to outline the roles and responsibilities of each team member involved in the packaging workflow. Clearly defining who is responsible for what tasks or step ensures accountability and helps prevent confusion and potential bottlenecks. Create a detailed SOP that outlines each step in the workflow, add your work instructions to facilitate adoption and prevent errors and arrange training for every stakeholder involved in the process.

Implement a Centralized Artwork Management System

Using a centralized AMS like Twonas can significantly improve collaboration between designers, artwork coordinators, and RA. Twonas offers a unique set of features that are tailored to meet the needs of the Pharmaceutical, Food, and Retail Industry, making it a perfect choice for managing your artwork projects.

Some of the unique selling points of Twonas include:

  • Automated Workflows: Twonas streamlines the entire process by automating tasks, reminders, and approvals. This helps to eliminate manual processes and reduce the risk of errors or delays.
  • Real-Time Collaboration: Twonas allows team members to collaborate on projects in real-time, ensuring everyone is always on the same page. This feature is particularly useful for reducing the number of feedback rounds.
  • Version Control: Twonas offers a robust version control system that tracks changes and maintains a complete history of all artwork files. This feature helps to prevent confusion and ensures that everyone is working on the latest version of the project.
  • Integration with Third-Party Tools: Twonas integrates with key applications making it easy to connect your existing workflow and systems.

Continuous Improvement

Finally, always be open to learning and improvement. Regularly review your processes, gather feedback from your team (both internal and external), and identify areas for improvement. Implementing a culture of continuous improvement will help ensure that your team is always working efficiently and effectively.

Want to know more? Then drop us a line and we will be happy to discuss your process needs.

The Golden DTPr for Pharma Packaging

With Midjourney

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.

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….

Image with Midjourney

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.

Send this to your (design) clients

Design briefs are essential for creative projects as they help set clear expectations and define the scope of work. However, working with a design brief that has missing (or useless) information such as low-quality images can be a significant challenge. Below you will find the key challenges faced when working with an incomplete design brief and obtain tips on how to create a clear and comprehensive brief.

You must read this if you are a customer

Every designer in the world

The classical challenges

One of the major challenges of working with a design brief that has missing information is the lack of clear guidelines. This often leads to confusion and misinterpretation, resulting in a final product that does not meet the client’s expectations. For example, if the brief does not include all the reference files or text documents, the designer may struggle to understand the client’s request and produce an artwork that is not in line with their requirements.

Another common mistake is the use of low-quality (or low-resolution) images. When the final design needs to be printed, such as packaging materials for like…..everything that is sold, the images provided to the design team need to have sufficient resolution for the required printing size and method (SPOT and Digital Printing can be different). This not only affects the quality of the final product but also the reputation of the designer and the company they work for. Although, in all likelihood, your designer will probably have to reject the job and ask for better images.

5 things you need to do as a customer

It is of the outmost importance to create a clear and comprehensive design brief that includes all relevant information. Here are five tips to help make the brief clear:

  1. Include clear brief information: The brief should include a clear and concise description of the project’s goals, technical specifications and in general the desired outcome. This will help the designer understand the client’s vision and ensure that they are on the same page. Do not make it more difficult that it needs to be….more is not always better.
  2. Add up-to-scale dielines: Dielines are essential for product design, as they provide a template for the designer to follow when creating the final product. This is particularly critical for packaging materials since it will most likely be the input of a packaging machine when mistakes can be very costly. By including up-to-scale, clean and usable dielines in the brief, the designer can ensure that the final product will meet the client’s technical specifications. If you think a blurry scan of a dieline is good enough…..think again.
  3. Include all text documents: The brief should include all text documents that are relevant to the project, such as product descriptions, marketing materials, regulatory texts, and any other content that will be used in the final product. The designers cannot read your mind, they cannot possibly know all the details of the regulatory bodies of the many countries where you are releasing and have no insight on your company’s strategies. Don’t make it difficult, make it nice. If a text needs to be included, please add a readable document that can be copy-pasted (designers do not type).
  4. Add clear and precise annotations: Sometimes the best way to convey an idea is by annotating an existing document indicating any specific requirements or requests that the client has. Be like water, be clear.
  5. Include all relevant references of essential information: The brief should include references to any essential information that the client feels is important, such as brand guidelines or examples of similar products. If it takes time to find those documents, better do it before hand.

Working with an incomplete design brief can be a significant challenge for designers, but with the right tools and tips, it can be overcome. Remember, too much information is just as bad as too little information, so be sure to strike the right balance and keep the brief concise, yet comprehensive. And always remember, a good design brief is like a GPS – it helps you reach your destination with ease!

On-premises vs SaaS

Even though the corporate solutions landscape has rapidly evolved over the last decade, the decision between an on-premises software installation and a SaaS cloud solution is a common one that many organizations face. There are several key differences between the two that impact cost, functionality, and security.

  1. Cost: On-premises software requires a significant upfront investment in hardware, maintenance, and upgrades. It also requires the in-house expertise in the form of developers, engineers, infrastructure and security experts. In contrast, a SaaS solution is generally sold as a subscription service and eliminates the need for a large upfront investment. This means that the cost of a SaaS solution is more predictable and often more manageable.
  2. Functionality: On-premises software offers more customization options, but it also requires more expertise to set up and manage. Development and installation takes a significant amount of time as the complexity of the required functions increases, taking several months to years to setup a system. A SaaS solution, on the other hand, is managed by the vendor. It typically offers less customization but is easier to set up and use. If the SaaS solution offers a powerful API, customization can be further extended. This can lead to a more streamlined and efficient process with a significantly lower go-live time.
  3. Security: On-premises software is often perceived as more secure because the data is stored on the organization’s own servers. However it also requires more resources and expertise to manage and protect. A SaaS solution is managed by the vendor and typically offers a higher level of security than an on-premises solution, specially when large scale, well know infrastructure providers are used, such as Amazon. It also involves more trust in the vendor and their security practices, which is typically solved with Information Security audits.

In conclusion, when deciding between an on-premises software installation and a SaaS cloud solution, it’s important to consider the cost, functionality, and security implications of each option. While on-premises software offers more customization options, it also requires more resources and expertise to set up and manage. SaaS solutions are easier to use and offer more predictable costs, but they also involve more trust in the vendor and their security practices. Ultimately, the right solution will depend on the specific needs and resources of each organization, but let’s be honest. Who in its right mind would in 2023 decide to purchase an on-premises solution when there are SaaS alternatives on the market?

Is Software Validation outdated?

Image generated with Midjourney

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

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!

Zuriñe García
Marketing

Standardizing products in the pharmaceutical industry

patrick tomasso unsplash

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

Stress-Free Packaging Rebranding

Photo by myriam-zilles-KltoLK6Mk-g-unsplash

Image of pills, different types, formats and colors.
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