Checklist: is your cosmetic R&D ready for a central digital platform?
Not every spreadsheet needs replacing. The right time for an R&D platform arrives when complexity across projects, people and data sources costs more time than the flexibility of standalone tools saves. This checklist helps assess the pressure systematically.
Quick check: 10 signals of digitalization need
If several of these apply – unclear formula versions, duplicate material data, tests without clear assignment, email-based approvals, dependence on individual knowledge, weak project visibility or repetitive regulatory research – a structured process assessment is worthwhile.
Key takeaways
- Several people edit the same formulas
- Raw-material data is maintained in multiple files
- Test results are separated from formulations
- Approvals mainly live in email
- Project status needs manual consolidation
See it with your own data
In 30 minutes we walk you through the workflow using your formulas and raw materials. No obligation, reply within one business day.
1. Assess data fragmentation
Map where formulas, material specifications, prices, testing, stability, briefs and approvals live today. The more systems and local files needed per product, the higher the search and coordination cost.
2. Measure dependence on individuals
For three active projects ask whether another team member could understand tomorrow which formula is current, why it was chosen and which tests remain open. If the answer depends on one person, the problem is structural.
3. Make repeated work visible
Track how often supplier data is retyped, material information copied, status lists updated or old tests searched. These activities create a stronger business case than generic digitalization claims.
4. Define the target state
A platform should not “digitize everything” but improve specific information flows. Define 3–5 measurable goals such as explicit formula versions, central material master, linked testing, transparent projects or faster regulatory handover.
Assessment scale
| 0–2 signals | Low pressure | Existing tools may still be sufficient |
| 3–5 signals | Medium pressure | Process/data assessment recommended |
| 6–8 signals | High pressure | Pilot a central R&D platform |
| 9–10 signals | Very high pressure | Prioritize systematic transformation |
Frequently asked questions
Disclaimer: This article is for general information only. It is not legal advice and not a regulatory or safety assessment of any individual case. We prepare the content carefully but give no warranty as to its accuracy, completeness or currency; legislation and standards may change after the date stated. Only the officially published text is binding. Make decisions about your products with qualified support, such as your safety assessor or legal adviser. We are liable for damage arising from the use of this information only in cases of intent and gross negligence; liability for injury to life, body or health and under mandatory statutory provisions remains unaffected.
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