Purpose
1.2 Supports collaboration among R&D, production, QA, legal, and marketing; ensures compliance, version control, audit trails, and seamless handoff between teams; accelerates time-to-market and minimizes manual entry errors.
Trigger Conditions
2.2 Approval of NPD stage-gate or phase review form.
2.3 Submission or update of ingredient, formula, or batch record data.
2.4 Receipt of regulatory approval or certificate (customs, FDA, local authority).
2.5 Scheduled review or audit checkpoint in QMS.
2.6 New marketing request logged for upcoming product launch.
Platform Variants
3.1 Microsoft SharePoint
• Feature/Setting: Auto-document library creation using Power Automate when new NPD project is logged.
3.2 Google Drive API
• Feature/Setting: Auto-create shared folder and Docs for every NPD project; configure via Drive API ‘Files: create’.
3.3 DocuSign
• Feature/Setting: Auto-route legal and compliance docs for eSignature with ‘Envelopes: create and send’.
3.4 Salesforce
• Feature/Setting: Auto-generate NPD records and attach files using ‘Process Builder’ or REST API.
3.5 SAP S/4HANA
• Feature/Setting: Auto-populate batch and process documentation using OData ‘Create Batch Record’ endpoints.
3.6 Monday.com
• Feature/Setting: Auto-generate and archive NPD documentation when item created; use integration recipes.
3.7 Atlassian Confluence
• Feature/Setting: Auto-create NPD space and page templates; REST API ‘Create content’.
3.8 Jira
• Feature/Setting: Auto-link documentation to project epics/issues using Webhooks and REST API.
3.9 Box
• Feature/Setting: Auto-store and version documents upon new project in project management tool via ‘Folders: create’.
3.10 Slack
• Feature/Setting: Trigger document generation notifications to project channel using ‘chat.postMessage’.
3.11 Notion
• Feature/Setting: Auto-create database entries and pages for NPD logs using Notion API ‘pages: create’.
3.12 Zoho Creator
• Feature/Setting: Auto-generate regulatory and development docs as records via Deluge scripting.
3.13 HubSpot
• Feature/Setting: Log NPD progress and attach documentation using Workflows and Engagements API.
3.14 Asana
• Feature/Setting: Attach and retrieve NPD documentation to tasks via ‘attachments’ endpoint.
3.15 Airtable
• Feature/Setting: Create and update structured NPD logs and documentation with ‘Create Records’ API.
3.16 Trello
• Feature/Setting: Attach documentation checklists and files to cards via Power-Ups and REST API.
3.17 Dropbox
• Feature/Setting: Auto-store and request files using ‘/files/upload’ endpoint when triggered by PM tool.
3.18 Smartsheet
• Feature/Setting: Generate sheets and attach documents as milestones; use Smartsheet API ‘sheets: create’.
3.19 IBM FileNet
• Feature/Setting: Archive compliance and production docs through CMIS or REST API when new product is registered.
3.20 ServiceNow
• Feature/Setting: Auto-log documentation events as knowledge articles or tasks using ‘Knowledge API’.
3.21 Adobe Sign
• Feature/Setting: Automate distribution and collection of internal approvals for new formula docs via REST API.
3.22 Slack
• Feature/Setting: Send alerts for doc requests, approvals, and reviews with scheduled automations.
3.23 Quick Base
• Feature/Setting: Auto-generate, version, and notify on lifecycle documents using Pipelines integration.
3.24 Microsoft Teams
• Feature/Setting: Trigger NPD documentation workflow notifications and collect approvals via Teams Graph API.
Benefits
4.2 Enhances compliance with strict alcohol industry and regional regulations.
4.3 Enables timely reviews, streamlined audits, and secure file sharing.
4.4 Ensures documentation consistency throughout new product life cycle.
4.5 Improves interdepartmental collaboration and process transparency.
4.6 Speeds up product development and launch readiness.