5 steps to successful digitalization of your industrial processes

Salomé Furlan
Content Manager

Update
22 June 2022

Reading
7 minutes

process digitalization

Things to remember

  • The digitization of industrial processes is aimed at optimizing production flows and upgrading operators' skills, not simply switching from paper to digital.
  • Define measurable objectives (SMART) and link them to identified pain points.
  • Communicate early and involve operators right from the project design stage to defuse resistance to change.
  • Map existing know-how and assess the level of digital maturity of each process.
  • Draw up precise specifications (scope, technologies, data security).
  • Plan a gradual roll-out, starting with a use case that will have a rapid impact.
  • Companies that start with detailed mapping reduce their implementation time by 25 %.

What benefits can you expect from digitizing your processes?

The gains are not theoretical. Gartner estimates that digitalization generates 25 % additional productivity and reduces quality defects by 70 % in industrial environments that adopt it in a structured way.

On a day-to-day basis, this means that operators spend less time searching for information and more time on high value-added tasks. Faults are detected earlier, thanks to real-time alerts. Audits become simpler when authorizations and training are centralized in a dedicated tool. Traceability of every process is improved, from receipt of raw materials to final inspection.

For your CFO, it means reduced non-quality costs and better resource allocation. For your production managers, it means up to one day a week saved scheduling and skills management.

Define the reasons for and objectives of your transformation

Digitizing industrial processes starts with a simple question. Why now, in your plant, with your specific constraints?

Identify the pains that slow down your production

What are the reasons for going digital in your context? You may have identified weaknesses in your processes: production costs that are too high, difficulties in keeping up with operators' skills, too much time spent preparing schedules, loss of know-how when people retire.

Identifying sufficiently painful reasons helps to involve stakeholders. A production manager who spends two hours every morning reassigning his teams on Excel will be the first to defend the project in front of management.

Set measurable objectives to steer the project

Once you know the «why», set objectives SMART Our objectives are: specific, measurable, achievable, realistic and time-bound. For example, reduce the number of breakdowns by 50 % over the first 6 months, or halve the time needed to prepare schedules as soon as the solution is implemented.

These objectives will serve as a compass throughout the project. They will also enable us to demonstrate quantified results to management, making it easier to extend the scope of digitalization to other processes.

Communicating to get all teams on board

When modifying processes that have been in place for many years, we come up against a well-documented phenomenon: the resistance to change. A significant number of projects involving changes to work habits fail, often due to a lack of communication within teams.

Convincing decision-makers with ROI data

The first people to convince are the members of management, without whom the project cannot move forward. You can demonstrate how digitization will have a positive impact on the company. positive impact on costs These include: reduced administrative management time (up to one day per week on schedules), improved traceability for quality audits, and lower non-conformance rates.

Figures from comparable companies carry more weight than theoretical rhetoric. Groups such as Collins Aerospace, Bonduelle and Valrhona have already taken the plunge. Drawing on this experience lends credibility to the approach in the eyes of a management committee.

Involving operators right from the design stage

Don't overlook the importance of employees in the project's success. They are the first to be affected by the digitization of their industrial know-how. Visit change management doesn't begin on the day of deployment. It begins long before that.

Successful projects share a common trait: operators are involved in tool design, not just training. Co-design workshops, field tests, feedback - this involvement reduces obstacles and accelerates adoption. The objective is clear: the tool should serve the field, not the other way round.

Take stock of your processes and skills

We now know why to digitize, and we have the support of our stakeholders. Now it's time to take stock of what already exists.

Identify know-how and production flows

To digitize industrial processes, you need to know exactly what they are. This stage consists in listing and detailing all the know-how you wish to digitize: which machines are involved, which operators drive them, what skills and authorizations are required, and what information flows between workstations.

A tool like the skills matrix enables you to see at a glance who can do what, which authorizations are due to expire, and where the risks of losing know-how are concentrated. This mapping is the foundation of any solid digitalization project.

Companies that start with a detailed mapping of their flows reduce their costs by 25 % their implementation time compared with those who proceed without prior diagnosis.

Assess your level of digital maturity

Not all processes have the same level of digitalization. Some are still entirely paper-based, while others are already partially digitized via Excel files or isolated business tools.

Assessing the degree of maturity of each process enables us to prioritize actions. A digital maturity audit helps identify which processes are the most penalizing in their current state, and which will offer the fastest gains once digitized.

Draw up specifications tailored to your needs

Digitalization means digital data management. A well-constructed specification defines the technical scope and anticipates the issues that will arise during deployment.

Which technologies for which objectives?

The technological landscape of Industry 4.0 is vast: IoT (connected sensors), MES (Manufacturing Execution System), ERP, SaaS skills management platforms, predictive maintenance solutions. The most common pitfall is trying to deploy everything at once.

Concentrate on technologies that directly meet your objectives defined in the first step. If your priority is skills traceability and audit preparation, a skills management platform will have more impact than an ambitious IoT project. If your aim is to reduce machine downtime, predictive maintenance will take over.

Anticipating data governance

Data management must be considered right from the specifications stage. Who accesses the data? Where and how is it stored? What security certifications are required of the service provider (ISO 27001, SOC2)? Are your data hosted in Europe, in compliance with the RGPD?

These questions may seem technical. However, they are crucial to the teams' confidence in the system, and to the long-term sustainability of the project.

Plan deployment and move forward in iterations

At this stage, you have a clear vision of the current situation, the objectives and the technical framework. The next step is deployment planning.

Start with a high-impact use case

To make sure you don't miss a step, start with a use case that will enable you to quickly demonstrate initial results. Visit digitizing production planning or the implementation of a skills matrix are often good candidates: visible impact, controlled scope, rapid deployment.

These «quick wins» create a positive dynamic within the teams and facilitate the extension of the project to other processes. The iterative approach, inspired by agile methods and the PDCA (Plan-Do-Check-Act) cycle, works better in industrial environments than big-bang deployment.

Building the project team and choosing the right partner

The project is led by a multi-disciplinary team: production managers, IT managers, IT and OT profiles, and representatives of field operators. Including technicians and team leaders in this phase is a direct way of managing change.

Depending on the complexity of your specifications, it is possible to call on the services of an expert. service provider specializing in industry 4.0 issues. Such a partner will support you from roadmap definition to full-scale deployment, integrating its tools into your existing environment (HRIS, ERP, field systems).

Mistakes that can derail a digitalization project

Less than half of all digital initiatives achieve their objectives (Gartner, 2025). Three causes of failure are systematically identified.

The first pitfall is the absence of a prior diagnosis. Without mapping existing processes, teams grope their way forward. In some documented cases, a third of project time is wasted consolidating data sources rather than optimizing processes.

Second mistake: multiplying sensors and data sources without knowing what to do with them. The «smart data» approach prevails over «big data» in the factory. The case of SKF is revealing: out of 300 possible data points on a production line, only 25 provided actionable value to improve efficiency.

Third mistake: neglecting training and support in the field. A high-performance tool that is poorly adopted by the teams is a useless tool. Management must anticipate a temporary drop in performance during the transition phase, and reassure operators of the project's purpose: to make their work easier, not to replace them.

Sustainably transform your industrial practices

The digitization of industrial processes is accelerating in all sectors: agri-food, aeronautics, automotive, pharmaceuticals. It has become synonymous with productivity, compliance and the enhancement of skills in the field.

This transformation cannot be improvised. It relies on a clear strategy, strong communication and tools adapted to the reality of your workshops. By structuring your approach around these 5 steps and avoiding the classic pitfalls, you lay the foundations for a digitalization process that produces measurable results.

Would you like to assess the digital maturity of your industrial processes? Request a demonstration of the Mercateam platform and benefit from feedback from over 300 industrial sites.

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Why digitize industrial processes?

Digitization helps to reduce production costs, reduce errors, better monitor operator skills and authorizations, automate schedules and ensure the transmission of know-how. According to McKinsey, it improves efficiency by 20 to 35 % in industrial environments.

What tools can you use to digitize your industrial processes?

Depending on your objectives, you can rely on SaaS platforms for skills management (like Mercateam), MES software for production monitoring, IoT solutions for predictive maintenance, or ERP for global flow management. The choice depends on the priorities identified during the diagnostic phase.

ow long does it take to digitize an industrial process?

Initial deployment of an initial use case (planning or skills matrix) generally takes a few weeks. Extension to all site processes then takes place progressively, over several months, depending on the complexity and size of the organization.

How do you overcome operators' resistance to change?

Involving operators right from the project design stage is the most effective lever. Co-design workshops, field tests, progressive training and regular communication on the benefits for their daily lives (less administrative tasks, better recognition of skills) facilitate adoption.

Which industrial sectors are most affected?

The food industry (seasonal constraints), aeronautics (NADCAP traceability requirements), automotive, pharmaceuticals and cosmetics (high quality standards) and construction are the sectors where digitalization of processes generates the most significant gains.

By Salomé Furlan
Content Manager at Mercateam

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