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Packaging Guides & Playbooks

Comprehensive step-by-step guides for packaging optimization, line setup, machinery selection, and co-packer management.

Packaging Optimization Playbook: From SKU Audit to New Specs
Guide #120 min read

Packaging Optimization Playbook: From SKU Audit to New Specs

A step-by-step guide to auditing your packaging portfolio, identifying savings opportunities, and implementing new specs across materials and formats.

What's Inside:

  • Step 1: Conducting a packaging SKU audit
  • Step 2: Identifying cost reduction opportunities
  • Step 3: Evaluating alternative materials and formats
  • Step 4: Creating new packaging specifications
  • Step 5: Supplier sourcing and evaluation
  • Step 6: Testing and validation
  • Step 7: Implementation and monitoring

Intended Audience:

CPG Packaging Manager, Operations Director, Procurement Lead

Carton & Case Design Guide for Automated Case Packing
Guide #218 min read

Carton & Case Design Guide for Automated Case Packing

Learn how carton and case dimensions, scores, glue patterns, and strength affect case packer speed, reliability, and changeover time.

What's Inside:

  • Understanding case packer requirements
  • Corrugated board grades and construction
  • Score patterns and glue flaps for automation
  • Dimensional tolerances and stacking strength
  • Tray vs RSC design considerations
  • Testing methods for case packer compatibility

Intended Audience:

Packaging Engineer, Plant Operations Manager, Corrugated Buyer

How to Spec a New Packaging Line: From RFP to FAT
Guide #325 min read

How to Spec a New Packaging Line: From RFP to FAT

A comprehensive playbook for writing RFPs, evaluating suppliers, and conducting Factory Acceptance Testing for packaging machinery projects.

What's Inside:

  • Defining project scope and requirements
  • Writing effective RFPs for packaging equipment
  • Evaluating supplier proposals and capabilities
  • Conducting site visits and reference checks
  • Factory Acceptance Testing (FAT) procedures
  • Installation, commissioning, and training

Intended Audience:

Engineering Manager, Plant Manager, Capital Projects Lead

Co-Packing Playbook: Getting the Most from Your Contract Packagers
Guide #422 min read

Co-Packing Playbook: Getting the Most from Your Contract Packagers

How to select, onboard, and manage co-packers for consistent quality, efficient changeovers, and cost-effective contract packaging operations.

What's Inside:

  • Selecting the right co-packer for your products
  • Creating clear packaging specifications
  • Artwork and label template standards
  • Quality control and inspection protocols
  • Managing inventory and ordering processes
  • Troubleshooting common co-packing issues

Intended Audience:

Brand Manager, Operations Manager, Quality Assurance Lead

Need Help Implementing These Strategies?

Our packaging experts can work with you to apply these frameworks to your specific products, lines, and challenges.