11 steps to help you choose the right quality system

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Quality system definition

Investing in a quality system can quickly become an extensive process. Imagine, for example, that you buy your dream home. Eventually you also choose to make other updates and changes. It is the same way with a quality system.

What should you do when choosing a quality system?

There are many questions that arise before, during and after the process is finished. What should we choose? which modules are needed? How many people should have access? and what kind of assistance can we get? To help you and your business, we give you 11 tips to get you started when choosing a quality system.

1. Involve management when choosing a quality system

The management becomes primarily important in the involvement in such a process from A to Z. This is important so that a person does not sit alone and make decisions on their own, decisions in which a management group should be involved.

Some would call this a management system, and therefore the leadership role becomes important ahead of the acquisition of a quality system.

To help you and your business, we give you 11 tips to get you started when choosing a quality system.

2. Think about ease of use

Ease of use is the first priority when choosing a system. When a user logs in, he or she should easily find their area where they can recognize themselves. This could, for example, be easy access to documents, incident management or checklists.

3. Look at access options

Everyone should get access in one way or another, whether it is via the web version or via a mobile app. Possibilities for group access and user templates make the simplification beneficial for the common user. For someone with an administrative role, it is important that setup and changes can be made easily by a super user, where there is no need for technical personnel. The same will also apply to people with one or another role in a quality system.

4. Request a demo solution

It is often easy to get lost in the jungle of systems on the market. Which should you choose? A simple search will give you a good overview of possible systems. Read on their websites what the supplier can offer in terms of modules and system solutions. It may also be a good idea to make a checklist of what your company wants in terms of functionality. Do not pick more than 3-4 systems that have a demo. If you choose more than this, the questions will often exceed the answers. The suppliers have good information about their systems, and many have also uploaded videos on Youtube or Vimeo, which can give you an even better basis. Ask for a demo user, but first ask for a presentation so you can get to know the solution.

5. Ensure that the system has good functionality

Notifications for audits, incident handling or other tasks are important. Setting this up should be easy for a super user, and should be able to be changed after the amount of information is sent out.

Good functionality gives you a simple overview of your own tasks, documents, responsibilities and favorite searches. It must be easy to set up the solution and, not least, be able to follow the organisation's changes along the way.

6. Choose the right modules

You first choose modules according to your own needs. It is recommended that you expand the modules once the quality system is up and running well.

Therefore, choose 3-4 modules that are important such as: Document management , Deviation management , Risk management and digital checklists.

In the next round, an Annual Wheel, Competence mapping or Maintenance could be put in place. Be careful not to proceed too quickly with regard to training the employees.

7. Don't overlook a visual process map

Most companies think about processes in their organisation. The quality system should have a good visual process map that can be easily navigated to other sub-processes.

A process map is divided into management processes, which are the company's governing documents that tell how the organization is structured, which policies are governed by and the company's goals and strategies.

Support processes are supporting documents for the execution of the company's management processes and value chain. Examples of this are procurement processes, employment processes or ICT. The value chain is the process for creating value in the company. This is often set up with process arrows to visualize a process from the receipt of raw materials to the delivery of the finished product to the customer.

8. Check that the system has good integration options

More and more people are requesting integrations with other subject systems. A quality system should have good functionality for this. Map this well with your IT department ahead of a meeting with a supplier.

Get an overview of what is needed, and feel free to include a requirement specification so that the supplier can come up with an exact price offer. The same also applies to system changes that must be adapted to your company.

9. Get an overview of prices and agreements

Now we must choose a supplier, and the service agreement must be signed. Here it is important to read carefully.

Get an overview of what is included in the different prices.

Questions you must ask yourself are: What is included in the annual operating cost? How is access to support? How long is the response time for support? What is the notice period? Ownership of data and export of data after termination of the agreement? Uptime and response times? Data backup?

Get a Data Processor Agreement. This is required in relation to GDPR and privacy. Get an insight into which data is protected and how the provider processes it.

10. Set a goal for the implementation

Implementation and training are the penultimate step in the process. Have a pre-meeting where this is well planned and set up in a diagram.

Set a goal to get the solution fully implemented, and feel free to ask for an acceptance test after the implementation. The supplier must also be able to demonstrate a training plan and implementation of the training.

By choosing a system where the superuser builds up the system and settings, (even after a training together with the supplier) will be able to provide a saving in costs for implementation.

Remember that most of the time it is not the building of the system itself that takes time, but the work at the front of mapping the processes in the company. Do this together with an adviser at the supplier.

11. Have regular follow-up with the supplier

The system is in place, the training of employees has been carried out and the system is in use. Make sure to maintain a good dialogue with the supplier where you are in regular contact. The person responsible for the system will not feel alone, and always wants a sparring partner for professional challenges.

Many can also assist with advice, professional updates, courses and possibly a certification process if that is one of the goals of acquiring a quality system.

We hope this guide will help you to choose a quality system that suits your company, whether it is large or small. You are always welcome to contact us at 4human TQM for assistance and advice, or perhaps just for a pleasant, non-binding chat.

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