Presentation of BioRails Inventory Case Study from Zoetis Animal Health at the IQPC Compound Management Conference in London in 2015

1. The Perfect Storm: Separation,
changing CRO and
implementing a workflow driven
compound management supply

2. What you’ll learn
• Challenges of implementing a hybrid
compound management workflow
– Transitioning from legacy systems
– Implementing new workflow
– Meeting timelines
• Opportunities of workflow approach
• Experiences from delivery

3. Overview
Customer
Problem
Approach
• New company launched
as spin out
• Operates across 120
Countries
• Multiple research sites
• Separation
• New systems
• Improved workflow
• COTS Platform
• Integrations
• Enhancements
• Customizations

4. Key Challenges
Separating physical inventory
• Changing CRO
• Managing dispatch and receipt process
Transition from legacy systems
• Retraining
• Changing expectations
Building new processes
• Project driven workflow
• Tactical workflow with CRO

5. Separation
• Zoetis Recent spin-out from Pfizer
• Separate compound collection
• Need to clearly designate IP ownership
• Transition from CRO powder store to
another CRO powder store with a fixed
date and financial penalties

6. Transition from legacy systems
• Legacy systems
– In house built only for inventory tracking
and ordering
– Orders associated with projects so limited
metrics reporting
• Deadlines
– Must be ready for transition from CRO
– Hard system retirement dates

7. Building new processes
Compound Management
• Powder process
– Dispatch
– Receipt
– Solubilization
• Liquid process
– Ordering
– Stamping
– Dilutions (ARPs)
Assay workflow
• Assay Request
– Screening
– In vivo
– Integrated supply
chain
• Project Cascades
– Progression
– Automation

8. Tracking demand from project teams &
evaluating availability
Assay Planning
Ordering and Delivery
Task management and scheduling
Workflow Requirements
Confidential

9. Time challenges
Powders
Liquids
Requests
Results
Workflow
2014
Powders live
at new CRO
2015
Legacy
Software Off

10. Project Phases
Powders
Liquids
Requests
Results
Workflow

11. BioRails Selection
Commercial Off-The-Shelf platform
• PTO – Assay Requesting
• AP – Assay Planning & Ordering
• DM – Data management
• Inventory – Plate and vial operations
Integration with Biovia
• ELN & Chemreg
Delivery experience
Confidential

12. Powders
From offsite CRO
• Search
• Evaluate
• Order powder tubes
from CRO

13. Dispatch & Receive Orders
With Barcode scanner integration

14. Migration Challenges
• Inaccurate inventory
• Legacy naming conventions (aliases and synonyms)
• Transfer all the physical inventory
from one CRO to another and get
registered in the allotted time
• Coordinating integration
– CRO – wrapping 3rd Party CM Software
– Customer – onsite testing and validation

15. Assay Workflow
Request Plan Execute Decision

16. Orders from assay workflow
Local Compound Management
• Tubes
• Racks
• Plates

17. Racks and Plates

18. Liquid
Workflow

19. Workflow Challenges
• Interface to Hamilton robotics
– Leveraged Morphit and web services
– Quick uptake by scientists
• Managing updates and keeping virtual
and real inventory synchronized
• Support for barcoding and physical
transfer

20. Inventory operations
• Dissolution
• Plate transfers
• Quad mapping
• Stamping
• Dilution series

21. Assay and Study Request
Compound progression
Requesting
Confidential

22. Request workflow
• Required careful thought about how to
setup assays
• Review concepts of protocol and assay
• Think differently about the tools and
workflow used to execute assays
– Compound management
– Assay scientists
– Project teams
Requesting results for assays to drive
progression

23. Experiences
1. Successfully applied an agile approach
to meeting deadlines
2. Realized integrated laboratory
workflows
3. Mutual strong “partnership”
4. Allowed a more strategic approach to
workflow focused on project goals
– Look beyond tactical issues
– Keeps everyone engaged

24. KPI

25. Acknowledgements
Website: http://www.edge-ka.com/
The Edge Head Quarters, Guildford, Surrey, UK
Email: info@edge-ka.com Telephone: +44 (0) 2380 411 098
Zoetis team
• Annie Janssen
• Eric Norby
• Daniel Stamp
• John Ott
• David Opdycke
Edge Team
• Andrew Lemon
• Heiko Webers
• Emma Wallace