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Team Consulting
Insight Issue 13
32
Developing medical products to prepare
them for commercial production is
commonly known as industrialisation.
Officially, regulators call this either
‘Design Transfer’ (US Food and Drug
Administration [FDA]) or ‘Design and
Development Transfer’ (ISO 13485).
These meanings are essentially the
same, which is to ensure that ‘the design
and development outputs are verified as
suitable for manufacturing1
’ and that the
‘device design is correctly translated into
production specifications2
’.
Industrialisation of medical products is a
complex part of the overall development
process. It usually involves a lot of
preparation and coordination among
multiple groups and, as such, the
resources and time needed to complete
this phase are often underestimated.
Even the most capable of medical
companies can, and do, experience
difficulties in turning prototype
technology into a commercial product.
In the early stages of product
development, the responsibility lies
with the design team. Progress at
this stage can be very tangible and
exciting: product concepts are created
rapidly, evaluated and then reiterated;
prototyping methods are often used
to quickly produce early models for
mechanical and user evaluations. As the
design develops, functional models are
necessary to demonstrate and prove the
robustness of the technology. These are
called ‘proof-of-principle’ prototypes
and closely resemble the final product
solution. A typical prototype may include
realistic electronics modules and even
genuine components produced in the
correct materials. These prototypes are
very convincing and can easily lead to a
false sense of the development process
being almost complete. However, it’s
worth remembering that these samples
are still “prototypes” and, in reality, a lot
of work is still required to produce actual
medical products.
“It’s worth remembering
that these samples are
still prototypes and, in
reality, a lot of work is
still required to produce
actual medical products.”
As the process moves towards the
industrialisation stage, the rate of
perceived progress seems to slow down
significantly, which can be less exciting
for those who have been involved from
the beginning. This occurs because the
manufacturing methods and processes
need to be developed, which involves
everything from the design and build of
the production and assembly equipment
to validation of the manufacturing
processes. The objective is to have
systems and processes that are
predictable, consistent, and controllable
to ensure that the end product reaches
the required level of quality to safeguard
patient/user safety. ≥
Industrialisation
of a product
development can be
the trickiest step
FDA
Design Control Guidance for
Medical Device Manufacturers
states that ‘historically,
shortcomings in the production
specifications tend to be
manifested late in the product
life cycle’.
By Brennan Miles
and Nick Salt
33
To gain some
insight into the
industrialisation
process, we have put
together a few rules
of thumb to consider
when developing a new
medical product:
Team Consulting
Insight Issue 13
Be sure to follow your quality
management system (QMS)
and the regulation guidance.
This is perhaps the most
obvious rule because adhering
to your QMS is critical to
obtaining regulatory approval
from both the FDA and/or
the ISO;without a QMS it
is not possible to design or
manufacture medical products.
However, sometimes short-
cuts are taken, especially
during development when
milestones can make or break
whether a product continues.
If this happens, these short-
cuts will need to be remedied
before Design Transfer can
be completed. In the worst-
case scenario, this can mean
significant re-working. It’s worth
remembering that any issues
that are deferred will need to be
resolved during this phase and
that the cost of correcting errors
increases exponentially during
development, so gaps should be
filled as soon as possible.
Document and maintain an approach for manufacturing
a new product. At Team we call this a Manufacturing
Strategy Plan (MSP).
The purpose of an MSP is to build on the commercial
production requirements that are usually decided at
the very beginning of the new product programme.
It should contain information that may influence the
design detail, such as the expected production volume,
target product and investment costs, information on
where the production sites will be located, and how/
where the final product inspection and distribution will
take place.
This plan should be created as early as possible and
updated throughout the development phases. It should
be made available to the development teams so there
are no surprises regarding the production scale-up
requirements. Having the basics well defined can help
drive good decision making later in the plan.
Understand the skills and experiences of
manufacturing partners, both internal and contracted
external partners.
The design team should understand the technical
strengths and weaknesses of the selected production
partners. This will help to guide the product design
towards areas of manufacturing strength, making
for a smoother transition during industrialisation,
and to identify whether new skills/processes will be
needed. Questions should be asked, such as: is the
manufacturing equipment already available? Have
similar assembly processes been proven in the past?
What is the expected process capability?
Make sure that input from manufacturing is included
in the design review process from the beginning.
As we have already mentioned, industrialisation really
starts in earnest after the development and design
verification work has been completed. But its worth
remembering that the preparation for manufacturing
needs to overlap the design activities from an early
stage to make sure that the transfer process runs
smoothly. A good technical development team will
find a balance between design creativity whilst also
de-risking potential future production difficulties. For
example, a detailed review of production transfer trays
will probably not be helpful at the design concept stage,
but flagging components that have vulnerable design
features should trigger further activities to identify
product-handling solutions earlier in the program.
34
Identify any particularly high-risk or complex
components or sub-assemblies as early as possible.
It is human nature to be drawn to the simpler aspects of
the design detail to ‘get them out of the way’. However,
during industrialisation it is much more efficient
to focus efforts/resources on the most complex
product components, sub-assemblies or production
processes to ensure that the design solutions can be
manufactured (and controlled) as planned. Ultimately,
the difficult parts will determine whether the product
can be manufactured successfully.
Ensure that the product function requirements are
correctly translated into production specifications.
This can be one of the more complex aspects of the
industrialisation process. For some product functions,
it is possible to perform a direct check during
manufacture; for example, the position of a component
during assembly can be inspected using a camera to
compare images of good and bad parts for Quality
Control.
For other product functions, a secondary or inferred
check may be required; for example, if the counter on
an inhaler rotates by one digit in a test actuation this
means that the internal mechanism is functioning
correctly. These types of tests can be very difficult
to establish and validate, so detailed analysis and
preparation are to be expected. Where no functional
tests can be carried out in production to ensure –
directly or indirectly – that input requirements will
be met, a detailed understanding of the design space
becomes essential e.g. through tolerance analysis.
This will allow detailed discussions with commercial
manufacturing partners to take place to ensure that
production design specifications describe a device that
will meet its functional requirements.
Don’t forget about other
ancillary production processes
and items.
Processes such as component
inspection, sub-assembly
handling, labelling and
packaging may seem less
important during the concept
development stages of a new
product, but they soon become
essential for validation of the
manufacturing systems.
Metrology can often be the
bottleneck in a validation
process, so having fixtures
and methods qualified as early
as possible can avoid delays
and the need to repeat work
later on. Prototype moulded
parts manufactured during
detailed design can often prove
very useful in support of such
activities.
At Team we know that pioneering
medical devices change people’s lives
for the better so we understand the
importance of efficiently transferring
a design into commercial product. The
principles that we have listed here are
by no means exhaustive, but we hope
that they give some useful insight into
the planning and expertise needed to
successfully make it ‘off the drawing
board’ and into production in the most
successful way. E N D S
References
1.	 FDA - Design Control Guidance for Medical Device
Manufacturers
2.	 ISO 13485:2016 Medical devices – Quality management
systems – Requirements for regulatory purposes
No design team can anticipate all factors bearing on the success of the
design, but procedures for design transfer should address at least the
following basic elements:
‘First, the design and development procedures should include a
qualitative assessment of the completeness and adequacy of the
production specifications.
Second, the procedures should ensure that all documents and articles
which constitute the production specifications are reviewed and
approved.
Third, the procedures should ensure that only approved specifications
are used to manufacture production devices’ – FDA Design Control
Guidance for Medical Device Manufacturers
35

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It's easy to turn money into technology...

  • 2. Developing medical products to prepare them for commercial production is commonly known as industrialisation. Officially, regulators call this either ‘Design Transfer’ (US Food and Drug Administration [FDA]) or ‘Design and Development Transfer’ (ISO 13485). These meanings are essentially the same, which is to ensure that ‘the design and development outputs are verified as suitable for manufacturing1 ’ and that the ‘device design is correctly translated into production specifications2 ’. Industrialisation of medical products is a complex part of the overall development process. It usually involves a lot of preparation and coordination among multiple groups and, as such, the resources and time needed to complete this phase are often underestimated. Even the most capable of medical companies can, and do, experience difficulties in turning prototype technology into a commercial product. In the early stages of product development, the responsibility lies with the design team. Progress at this stage can be very tangible and exciting: product concepts are created rapidly, evaluated and then reiterated; prototyping methods are often used to quickly produce early models for mechanical and user evaluations. As the design develops, functional models are necessary to demonstrate and prove the robustness of the technology. These are called ‘proof-of-principle’ prototypes and closely resemble the final product solution. A typical prototype may include realistic electronics modules and even genuine components produced in the correct materials. These prototypes are very convincing and can easily lead to a false sense of the development process being almost complete. However, it’s worth remembering that these samples are still “prototypes” and, in reality, a lot of work is still required to produce actual medical products. “It’s worth remembering that these samples are still prototypes and, in reality, a lot of work is still required to produce actual medical products.” As the process moves towards the industrialisation stage, the rate of perceived progress seems to slow down significantly, which can be less exciting for those who have been involved from the beginning. This occurs because the manufacturing methods and processes need to be developed, which involves everything from the design and build of the production and assembly equipment to validation of the manufacturing processes. The objective is to have systems and processes that are predictable, consistent, and controllable to ensure that the end product reaches the required level of quality to safeguard patient/user safety. ≥ Industrialisation of a product development can be the trickiest step FDA Design Control Guidance for Medical Device Manufacturers states that ‘historically, shortcomings in the production specifications tend to be manifested late in the product life cycle’. By Brennan Miles and Nick Salt 33
  • 3. To gain some insight into the industrialisation process, we have put together a few rules of thumb to consider when developing a new medical product: Team Consulting Insight Issue 13 Be sure to follow your quality management system (QMS) and the regulation guidance. This is perhaps the most obvious rule because adhering to your QMS is critical to obtaining regulatory approval from both the FDA and/or the ISO;without a QMS it is not possible to design or manufacture medical products. However, sometimes short- cuts are taken, especially during development when milestones can make or break whether a product continues. If this happens, these short- cuts will need to be remedied before Design Transfer can be completed. In the worst- case scenario, this can mean significant re-working. It’s worth remembering that any issues that are deferred will need to be resolved during this phase and that the cost of correcting errors increases exponentially during development, so gaps should be filled as soon as possible. Document and maintain an approach for manufacturing a new product. At Team we call this a Manufacturing Strategy Plan (MSP). The purpose of an MSP is to build on the commercial production requirements that are usually decided at the very beginning of the new product programme. It should contain information that may influence the design detail, such as the expected production volume, target product and investment costs, information on where the production sites will be located, and how/ where the final product inspection and distribution will take place. This plan should be created as early as possible and updated throughout the development phases. It should be made available to the development teams so there are no surprises regarding the production scale-up requirements. Having the basics well defined can help drive good decision making later in the plan. Understand the skills and experiences of manufacturing partners, both internal and contracted external partners. The design team should understand the technical strengths and weaknesses of the selected production partners. This will help to guide the product design towards areas of manufacturing strength, making for a smoother transition during industrialisation, and to identify whether new skills/processes will be needed. Questions should be asked, such as: is the manufacturing equipment already available? Have similar assembly processes been proven in the past? What is the expected process capability? Make sure that input from manufacturing is included in the design review process from the beginning. As we have already mentioned, industrialisation really starts in earnest after the development and design verification work has been completed. But its worth remembering that the preparation for manufacturing needs to overlap the design activities from an early stage to make sure that the transfer process runs smoothly. A good technical development team will find a balance between design creativity whilst also de-risking potential future production difficulties. For example, a detailed review of production transfer trays will probably not be helpful at the design concept stage, but flagging components that have vulnerable design features should trigger further activities to identify product-handling solutions earlier in the program. 34
  • 4. Identify any particularly high-risk or complex components or sub-assemblies as early as possible. It is human nature to be drawn to the simpler aspects of the design detail to ‘get them out of the way’. However, during industrialisation it is much more efficient to focus efforts/resources on the most complex product components, sub-assemblies or production processes to ensure that the design solutions can be manufactured (and controlled) as planned. Ultimately, the difficult parts will determine whether the product can be manufactured successfully. Ensure that the product function requirements are correctly translated into production specifications. This can be one of the more complex aspects of the industrialisation process. For some product functions, it is possible to perform a direct check during manufacture; for example, the position of a component during assembly can be inspected using a camera to compare images of good and bad parts for Quality Control. For other product functions, a secondary or inferred check may be required; for example, if the counter on an inhaler rotates by one digit in a test actuation this means that the internal mechanism is functioning correctly. These types of tests can be very difficult to establish and validate, so detailed analysis and preparation are to be expected. Where no functional tests can be carried out in production to ensure – directly or indirectly – that input requirements will be met, a detailed understanding of the design space becomes essential e.g. through tolerance analysis. This will allow detailed discussions with commercial manufacturing partners to take place to ensure that production design specifications describe a device that will meet its functional requirements. Don’t forget about other ancillary production processes and items. Processes such as component inspection, sub-assembly handling, labelling and packaging may seem less important during the concept development stages of a new product, but they soon become essential for validation of the manufacturing systems. Metrology can often be the bottleneck in a validation process, so having fixtures and methods qualified as early as possible can avoid delays and the need to repeat work later on. Prototype moulded parts manufactured during detailed design can often prove very useful in support of such activities. At Team we know that pioneering medical devices change people’s lives for the better so we understand the importance of efficiently transferring a design into commercial product. The principles that we have listed here are by no means exhaustive, but we hope that they give some useful insight into the planning and expertise needed to successfully make it ‘off the drawing board’ and into production in the most successful way. E N D S References 1. FDA - Design Control Guidance for Medical Device Manufacturers 2. ISO 13485:2016 Medical devices – Quality management systems – Requirements for regulatory purposes No design team can anticipate all factors bearing on the success of the design, but procedures for design transfer should address at least the following basic elements: ‘First, the design and development procedures should include a qualitative assessment of the completeness and adequacy of the production specifications. Second, the procedures should ensure that all documents and articles which constitute the production specifications are reviewed and approved. Third, the procedures should ensure that only approved specifications are used to manufacture production devices’ – FDA Design Control Guidance for Medical Device Manufacturers 35