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1Author: Joe Liscouski, Contact: joe.liscouski@gmail.com
Laboratory Informatics &
Automation:
Return on Investment
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 2
Available through:
https://store.pda.org/ProductCatalog/Product.aspx?ID=2684
3Author: Joe Liscouski, Contact: joe.liscouski@gmail.com
Return on
Investment
LIMS
ELN
Sam.
Prep
SDMSIDS
LES
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 4
Screen capture from “LABTrack LLC”
Moving from manual modes
to system-based operations:
•  Productivity
•  Efficiency
•  Improving lab operations
ROI: Return on Investment
Results of Investment
“Labs in Transition”
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 5
•  Introducing lab informatics &
their application
•  Return On Investment
•  Keys to successful
implementations
•  Choosing the right system
components
•  Minimizing risks
•  Support requirements
•  Regulatory issues
•  Future developments
•  Begin the Discussion about Return
on Investment
ROI considerations can come up
in different ways:
•  One is when you are evaluating
alternative approaches to
handling a project.
•  Another is when you have to
justify your project before a
funding group.
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 6
Return on Investment…
The word “investment” has come
up several times, those investments
consist of:
•  People and their time
•  Funding
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 7
ROI in lab work is not a simple
“put $x in, get $y out…
•  You may be breaking new
ground in your company:
automation of methods
•  New technologies
•  Changes to lab operations
•  People taking on new roles
•  Project management
… these are not reasons to avoid it, but to go
in with your eyes open… …and to consider
new ways of working…
Having people
understand the
nature of the
“Return” may be a
challenge…
particularly if lab
work isn’t familiar
to them…
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 8
Having people
understand the
nature of the
“Return” may be a
challenge…
particularly if lab
work isn’t familiar
to them…
Defining ROI is one of the big challenges
a project faces.
•  It is often based on faith, not data
•  Time savings are “soft” dollars –
have to be turned into productive use
•  Often the investment required is
significant, so the organization may
have to take a big risk
Large companies might often have a
formal ROI process, which can be painful.
From: “Selecting Products for Lab Automation”,
John Trigg, phase Four Informatics Ltd
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 9
Return on Investment…
At some point, the cost of a lab
automation / informatics project will
have to be justified. This is where
we begin looking at that justification.
The questions may be
simply phrased:
“You are asking for a
substantial investment,
why should we make it,
and what do we get in
return? What is the
ROI?”
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 10
Return on Investment…
The questions may be
simply phrased:
“You are asking for a
substantial investment,
why should we make it,
and what do we get in
return? What is the
ROI?”
… How do you go
about answering that?
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 11
Preparing to Justify
Your Funding
Requests…
•  Set a clear statement of goals for
laboratory work.
•  Have people understand what your
lab does and how it affects other
parts of the organization.
•  Put together a story that helps them
understand how a lab transitions
from one relying on human effort to
one using current technologies.
•  Why are you asking for these
investments?
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 12
Setting Goals for Laboratory Work:
Why are we making investments in laboratory
technologies?
•  To produce results (knowledge / information / data)
that are of high quality and integrity,
•  optimizing productivity and ROI, and
•  putting the results of the work in an environment
that fosters a high rate of utilization and availability
(knowledge & intellectual property management)
These are broad statements, in part because there are
many different types of laboratories & scientific groups
doing different things.
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 13
Setting Goals for Laboratory Work:
Why are we making investments in laboratory
technologies?
•  To produce results (knowledge / information / data)
that are of high quality and integrity,
•  optimizing productivity and ROI, and
•  putting the results of the work in an environment
that fosters a high rate of utilization and availability
(knowledge & intellectual property management)
These are broad statements, in part because there are
many different types of laboratories & scientific groups
doing different things.
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 14
Setting Goals for Laboratory Work:
Why are we making investments in laboratory
technologies?
•  To produce results (knowledge / information / data)
that are of high quality and integrity,
•  optimizing productivity and ROI, and
•  putting the results of the work in an environment
that fosters a high rate of utilization and availability
(knowledge & intellectual property management)
These are broad statements, in part because there are
many different types of laboratories & scientific groups
doing different things.
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 15
Setting Goals for Laboratory Work:
Why are we making investments in laboratory
technologies?
•  To produce results (knowledge / information / data)
that are of high quality and integrity,,
•  optimizing productivity and ROI, and
•  putting the results of the work in an environment
that fosters a high rate of utilization and availability
(knowledge & intellectual property management)
These are broad statements, in part because there are
many different types of laboratories & scientific groups
doing different things.
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 16
How does your lab operate and what impact does it have on other groups:
•  What is the purpose of the laboratory’s work?
•  Quality control,
•  Research
•  What happens to the results of
your labs work?
•  Who benefits from it?
•  How would the project you are
considering improve your labs
operations, and
•  how would it help those who use
the results?
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 17
•  What is the purpose of the laboratory’s work?
•  What are the processes used to accomplish that
purpose?
•  How does it acquire data and information?
•  How is it analyzed?
Are they:
•  Manually implemented,
•  Semi-automated, or,
•  Fully automated?
How does your lab operate and what impact does it have on other groups:
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 18
•  What is the purpose of the laboratory’s work?
•  What are the processes used to accomplish that
purpose?
•  How does it acquire data and information?
•  How is it analyzed?
•  How is the data/information managed?
How does your lab operate and what impact does it have on other groups:
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 19
•  What is the purpose of the laboratory’s work?
•  What are the processes used to accomplish that
purpose?
•  How does it acquire data and information?
•  How is it analyzed?
•  How is the data/information managed?
•  How are workflows managed?
How does your lab operate and what impact does it have on other groups:
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 20
•  What is the purpose of the laboratory’s work?
•  What are the processes used to accomplish that
purpose?
•  How does it acquire data and information?
•  How is it analyzed?
•  How is the data/information managed?
•  How are workflows managed?
•  How are the work results reported?
How does your lab operate and what impact does it have on other groups:
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 21
•  What is the purpose of the laboratory’s work?
•  What are the processes used to accomplish that
purpose?
•  How does it acquire data and information?
•  How is it analyzed?
•  How is the data/information managed?
•  How are workflows managed?
•  How are the work results reported?
•  How is the labs k/i/d integrated with corporate/
organizational knowledge & intellectual property?
How does your lab operate and what impact does it have on other groups:
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 22
Why are you making
the investments?
LIMS
ELN
Sam.
Prep
SDMSIDS
LES
•  Avoid new hires
•  Improve data / information quality
•  Help meet regulatory requirements
•  Streamline lab operations
•  Higher productivity
•  More samples per hour or person
•  Faster research
•  Reducing paperwork
•  Better information/knowledge
management
•  More effective integration with internal/
external groups
•  Improve you ability to work with lab
information/knowledge
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 23
Some of the investment will be for
“infrastructure” - providing a foundation for
the transition from largely manual operations
to a computer-controlled, computer-assisted,
and scientific manufacturing / production
facility.
This is similar to other settings where
productivity gains were made after the
transition from manual to automated
operations.
The extent of this investment will depend
upon the technological maturity of your group
and the resources available to them.
LIMS
ELN
Sam.
Prep
SDMSIDS
LES
Streamlining Lab Operations
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 24
Streamlining Lab Operations
LIMS
ELN
Sam.
Prep
SDMSIDS
LES
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 25
Streamlining Lab Operations
Computer-Controlled
Experiments
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 26
Streamlining Lab Operations
Computer-Controlled
Experiments
Sample
Preparation
Sample
Introduction
Instrument
Data Acquisition
Control / Response
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 27
Streamlining Lab Operations - Benefits
Computer-
Controlled
Experiments
•  Productivity
•  potentially faster throughput,
•  24/7 operations for fully automated systems
•  Better quality data
•  Lower variability for duplicates
•  Better control over processes
•  For fully-automated systems, the ability to integrate
downstream data entry (via instrument data
systems)
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 28
Streamlining Lab Operations - Concerns
Computer-
Controlled
Experiments
Manual
Semi-automated
Fully-automated
Some
process
variation
Potential for
Significant
process
variation
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 29
Streamlining Lab Operations
Computer-Assisted
Laboratory Work
•  LIMS
•  ELN
•  SDMS
•  LES
•  Document Management
•  Lab Office Applications
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 30
Streamlining Lab Operations - Benefits
Computer-
Assisted Lab
Work
•  Productivity
•  Less administrative work
•  Automatic reporting &
processing
•  Faster access to results
•  Facilitates analysis, searching,
etc.
•  Better results and information
management
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 31
Streamlining Lab Operations
Scientific Manufacturing /
Production
LIMS
ELN
Sam.
Prep
SDMSIDS
LES
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 32
Streamlining Lab Operations:
Scientific Manufacturing /
Production
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 33
Streamlining Lab Operations:
Scientific Manufacturing /
Production
Microplate
Autosampler
Vial
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 34
Streamlining Lab Operations:
Scientific Manufacturing /
Production
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 35
Streamlining Lab Operations:
Scientific Manufacturing /
Production
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 36
Streamlining Lab Operations:
Scientific Manufacturing /
Production
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 37
Streamlining Lab Operations:
Scientific Manufacturing /
Production - Benefits
•  Benefits of computer-controlled
and computer-assisted work
•  Improved data quality
•  Streamlining lab operations with
attendant return on investing
•  Effective management of lab
results, data and information
•  Ability to integrate lab results
with other organizations
38Author: Joe Liscouski, Contact: joe.liscouski@gmail.com
Return on
Investment
LIMS
ELN
Sam.
Prep
SDMSIDS
LES
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 39
The
Results
From
Investments in
Laboratory
Technologies
Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 40
•  Introducing lab informatics &
their application
•  Return On Investment
•  Keys to successful
implementations
•  Choosing the right system
components
•  Minimizing risks
•  Support requirements
•  Regulatory issues
•  Future developments
•  Education
•  Technology Planning,
Utilization, and Management
41Author: Joe Liscouski, Contact: joe.liscouski@gmail.com
If there are any topics you’d like
covered in future presentations,
let me know at the email address
below… •  Keys to Successful
Implementations
•  Return on
Investment

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ROI Lab Automation Systems

  • 1. 1Author: Joe Liscouski, Contact: joe.liscouski@gmail.com Laboratory Informatics & Automation: Return on Investment
  • 2. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 2 Available through: https://store.pda.org/ProductCatalog/Product.aspx?ID=2684
  • 3. 3Author: Joe Liscouski, Contact: joe.liscouski@gmail.com Return on Investment LIMS ELN Sam. Prep SDMSIDS LES
  • 4. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 4 Screen capture from “LABTrack LLC” Moving from manual modes to system-based operations: •  Productivity •  Efficiency •  Improving lab operations ROI: Return on Investment Results of Investment “Labs in Transition”
  • 5. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 5 •  Introducing lab informatics & their application •  Return On Investment •  Keys to successful implementations •  Choosing the right system components •  Minimizing risks •  Support requirements •  Regulatory issues •  Future developments •  Begin the Discussion about Return on Investment ROI considerations can come up in different ways: •  One is when you are evaluating alternative approaches to handling a project. •  Another is when you have to justify your project before a funding group.
  • 6. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 6 Return on Investment… The word “investment” has come up several times, those investments consist of: •  People and their time •  Funding
  • 7. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 7 ROI in lab work is not a simple “put $x in, get $y out… •  You may be breaking new ground in your company: automation of methods •  New technologies •  Changes to lab operations •  People taking on new roles •  Project management … these are not reasons to avoid it, but to go in with your eyes open… …and to consider new ways of working… Having people understand the nature of the “Return” may be a challenge… particularly if lab work isn’t familiar to them…
  • 8. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 8 Having people understand the nature of the “Return” may be a challenge… particularly if lab work isn’t familiar to them… Defining ROI is one of the big challenges a project faces. •  It is often based on faith, not data •  Time savings are “soft” dollars – have to be turned into productive use •  Often the investment required is significant, so the organization may have to take a big risk Large companies might often have a formal ROI process, which can be painful. From: “Selecting Products for Lab Automation”, John Trigg, phase Four Informatics Ltd
  • 9. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 9 Return on Investment… At some point, the cost of a lab automation / informatics project will have to be justified. This is where we begin looking at that justification. The questions may be simply phrased: “You are asking for a substantial investment, why should we make it, and what do we get in return? What is the ROI?”
  • 10. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 10 Return on Investment… The questions may be simply phrased: “You are asking for a substantial investment, why should we make it, and what do we get in return? What is the ROI?” … How do you go about answering that?
  • 11. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 11 Preparing to Justify Your Funding Requests… •  Set a clear statement of goals for laboratory work. •  Have people understand what your lab does and how it affects other parts of the organization. •  Put together a story that helps them understand how a lab transitions from one relying on human effort to one using current technologies. •  Why are you asking for these investments?
  • 12. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 12 Setting Goals for Laboratory Work: Why are we making investments in laboratory technologies? •  To produce results (knowledge / information / data) that are of high quality and integrity, •  optimizing productivity and ROI, and •  putting the results of the work in an environment that fosters a high rate of utilization and availability (knowledge & intellectual property management) These are broad statements, in part because there are many different types of laboratories & scientific groups doing different things.
  • 13. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 13 Setting Goals for Laboratory Work: Why are we making investments in laboratory technologies? •  To produce results (knowledge / information / data) that are of high quality and integrity, •  optimizing productivity and ROI, and •  putting the results of the work in an environment that fosters a high rate of utilization and availability (knowledge & intellectual property management) These are broad statements, in part because there are many different types of laboratories & scientific groups doing different things.
  • 14. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 14 Setting Goals for Laboratory Work: Why are we making investments in laboratory technologies? •  To produce results (knowledge / information / data) that are of high quality and integrity, •  optimizing productivity and ROI, and •  putting the results of the work in an environment that fosters a high rate of utilization and availability (knowledge & intellectual property management) These are broad statements, in part because there are many different types of laboratories & scientific groups doing different things.
  • 15. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 15 Setting Goals for Laboratory Work: Why are we making investments in laboratory technologies? •  To produce results (knowledge / information / data) that are of high quality and integrity,, •  optimizing productivity and ROI, and •  putting the results of the work in an environment that fosters a high rate of utilization and availability (knowledge & intellectual property management) These are broad statements, in part because there are many different types of laboratories & scientific groups doing different things.
  • 16. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 16 How does your lab operate and what impact does it have on other groups: •  What is the purpose of the laboratory’s work? •  Quality control, •  Research •  What happens to the results of your labs work? •  Who benefits from it? •  How would the project you are considering improve your labs operations, and •  how would it help those who use the results?
  • 17. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 17 •  What is the purpose of the laboratory’s work? •  What are the processes used to accomplish that purpose? •  How does it acquire data and information? •  How is it analyzed? Are they: •  Manually implemented, •  Semi-automated, or, •  Fully automated? How does your lab operate and what impact does it have on other groups:
  • 18. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 18 •  What is the purpose of the laboratory’s work? •  What are the processes used to accomplish that purpose? •  How does it acquire data and information? •  How is it analyzed? •  How is the data/information managed? How does your lab operate and what impact does it have on other groups:
  • 19. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 19 •  What is the purpose of the laboratory’s work? •  What are the processes used to accomplish that purpose? •  How does it acquire data and information? •  How is it analyzed? •  How is the data/information managed? •  How are workflows managed? How does your lab operate and what impact does it have on other groups:
  • 20. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 20 •  What is the purpose of the laboratory’s work? •  What are the processes used to accomplish that purpose? •  How does it acquire data and information? •  How is it analyzed? •  How is the data/information managed? •  How are workflows managed? •  How are the work results reported? How does your lab operate and what impact does it have on other groups:
  • 21. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 21 •  What is the purpose of the laboratory’s work? •  What are the processes used to accomplish that purpose? •  How does it acquire data and information? •  How is it analyzed? •  How is the data/information managed? •  How are workflows managed? •  How are the work results reported? •  How is the labs k/i/d integrated with corporate/ organizational knowledge & intellectual property? How does your lab operate and what impact does it have on other groups:
  • 22. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 22 Why are you making the investments? LIMS ELN Sam. Prep SDMSIDS LES •  Avoid new hires •  Improve data / information quality •  Help meet regulatory requirements •  Streamline lab operations •  Higher productivity •  More samples per hour or person •  Faster research •  Reducing paperwork •  Better information/knowledge management •  More effective integration with internal/ external groups •  Improve you ability to work with lab information/knowledge
  • 23. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 23 Some of the investment will be for “infrastructure” - providing a foundation for the transition from largely manual operations to a computer-controlled, computer-assisted, and scientific manufacturing / production facility. This is similar to other settings where productivity gains were made after the transition from manual to automated operations. The extent of this investment will depend upon the technological maturity of your group and the resources available to them. LIMS ELN Sam. Prep SDMSIDS LES Streamlining Lab Operations
  • 24. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 24 Streamlining Lab Operations LIMS ELN Sam. Prep SDMSIDS LES
  • 25. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 25 Streamlining Lab Operations Computer-Controlled Experiments
  • 26. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 26 Streamlining Lab Operations Computer-Controlled Experiments Sample Preparation Sample Introduction Instrument Data Acquisition Control / Response
  • 27. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 27 Streamlining Lab Operations - Benefits Computer- Controlled Experiments •  Productivity •  potentially faster throughput, •  24/7 operations for fully automated systems •  Better quality data •  Lower variability for duplicates •  Better control over processes •  For fully-automated systems, the ability to integrate downstream data entry (via instrument data systems)
  • 28. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 28 Streamlining Lab Operations - Concerns Computer- Controlled Experiments Manual Semi-automated Fully-automated Some process variation Potential for Significant process variation
  • 29. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 29 Streamlining Lab Operations Computer-Assisted Laboratory Work •  LIMS •  ELN •  SDMS •  LES •  Document Management •  Lab Office Applications
  • 30. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 30 Streamlining Lab Operations - Benefits Computer- Assisted Lab Work •  Productivity •  Less administrative work •  Automatic reporting & processing •  Faster access to results •  Facilitates analysis, searching, etc. •  Better results and information management
  • 31. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 31 Streamlining Lab Operations Scientific Manufacturing / Production LIMS ELN Sam. Prep SDMSIDS LES
  • 32. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 32 Streamlining Lab Operations: Scientific Manufacturing / Production
  • 33. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 33 Streamlining Lab Operations: Scientific Manufacturing / Production Microplate Autosampler Vial
  • 34. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 34 Streamlining Lab Operations: Scientific Manufacturing / Production
  • 35. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 35 Streamlining Lab Operations: Scientific Manufacturing / Production
  • 36. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 36 Streamlining Lab Operations: Scientific Manufacturing / Production
  • 37. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 37 Streamlining Lab Operations: Scientific Manufacturing / Production - Benefits •  Benefits of computer-controlled and computer-assisted work •  Improved data quality •  Streamlining lab operations with attendant return on investing •  Effective management of lab results, data and information •  Ability to integrate lab results with other organizations
  • 38. 38Author: Joe Liscouski, Contact: joe.liscouski@gmail.com Return on Investment LIMS ELN Sam. Prep SDMSIDS LES
  • 39. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 39 The Results From Investments in Laboratory Technologies
  • 40. Author: Joe Liscouski, Contact: joe.liscouski@gmail.com 40 •  Introducing lab informatics & their application •  Return On Investment •  Keys to successful implementations •  Choosing the right system components •  Minimizing risks •  Support requirements •  Regulatory issues •  Future developments •  Education •  Technology Planning, Utilization, and Management
  • 41. 41Author: Joe Liscouski, Contact: joe.liscouski@gmail.com If there are any topics you’d like covered in future presentations, let me know at the email address below… •  Keys to Successful Implementations •  Return on Investment