Migrating from Excel to a Professional Formulator: A Complete Guide to Formulation Management and Version Control

Migrating from Excel to a Professional Formulator: A Complete Guide to Formulation Management and Version Control

We conducted a survey on LinkedIn with more than 300 participants, and it turns out most freelance chemists don’t even use professional software to manage their formulations.

  • 78% of the participants stated that they use Excel or Google Sheets.
  • 9% of the participants said that they use a professional tool (Coptis, Cosmetri, Formulator, or something else).
  • 13% of those surveyed stated that they still write their formulations in a notebook.
Why should you use professional software rather than saving your files in Google Sheets or Excel?

When it comes to cosmetic formulations, there are a few things to keep in mind. Managing the integrity of the product, ensuring the versions are up-to-date, and maintaining consistent specifications between batches is really difficult to do when every batch ticket requires a new file.

Another big advantage is maintaining intellectual property, especially when it comes to clients. When you develop a custom formulation for a client, it’s crucial to know that the formulation is protected and not widely available on your desktop.

Ingredients database will save you TONS of time!

As you probably know, uploading a formula can be really time-consuming. Ensuring you are using the most up-to-date ingredients can make all the difference. Most of the software out there hasn’t been able to successfully address this issue, but luckily, we put together a massive database that will ensure your ingredients are always available! All you have to do is start adding your phases and ingredients!

Quoting products FAST!

One of the most annoying and time-consuming tasks in contract manufacturing is getting the price per unit. This usually involves reaching out to multiple vendors and getting their prices, pack sizes, lead times, and more. Our tool will let you do all that in under a minute! Most of the time, the prices will be available as soon as you select your ingredients! Our tool will even suggest the closest and most efficient pack sizes!

Quoting products FAST!

Quoting products FAST!

Instructions and SOPs

Adding instructions to a recipe is as important as the percentages in the formulation. Not including the proper instructions so the next person can recreate your product is almost certainly going to result in inconsistencies in your production batches. However, using a professional tool will eliminate that by organizing your steps and instructions for each batch and every phase, so your product will come out the same every time, a thousand times!

Print it out and Create!

Printing out an Excel spreadsheet file that includes a formulation is probably one of the most disorganized and unprofessional ways to go about a production batch. The text is small and cluttered, making it easy to mix up the instructions. Everyone reading this article knows what we mean!

So here is a better way to print a batch ticket or a formulation!

custom formulation - cm studio batch ticket

Why do people choose not to use a professional tool? Well, it’s actually really simple! The cost to get a tool up and running is often so high that it’s mostly accessible to medium and large-sized contract manufacturers. That’s why we’ve designed a tool that not only makes sense to everyone but is also affordable for freelance chemists and contract manufacturers.

If you are interested in migrating to CM Studio+, whether you are a freelancer or a company, we’ve got you! Enjoy a free migration and pricing plans that start at $39.99/month!

GET A DEMO TODAY!