An Excel-based dashboard and reporting system was developed for an AP pathology laboratory to provide customized, real-time management, sales, and operational information from their LIS system. The dashboard displays charts on monthly accession volumes, specimens by specialty, and productivity. Daily automated emails are sent on prior day results. Reports include six week client trends, month to month physician samples, sales pipeline metrics, and alerts on declining physician submissions. An interactive sales tool also tracks opportunities and declining physicians.

1. APLaboratory users of Laboratory InformationSystems(LIS) shouldbe interestedinthis. MostLIS
productsdo a good job on managingoperational labprocessesbutcome upshorton providingeasy-to-
use businessmanagementdashboardsandreports. Some of the reportingtoolstheyprovide,suchas
Oracle’sHyperion, canbe complicated touse anddo not provide auserfriendlyexperience.
My name isBob Goldand I have a backgroundof seniormanagementpositions inIBM,GE Capital and as
VPfor BusinessIntelligence atBostwickLabs. Since leavingBostwickLaboratories,whereIwasVP,
BusinessIntelligence, Ihave beenworkingasa consultanttoan AP pathologylaboratorytodevelop a
comprehensive,Excel-based,dashboardandreportingsystem front-endtotheirLISsystem. Itis a
simple,userfriendlytool thatprovides customized, real-time management,salesandoperational
informationnecessarytomanage andgrow the business. Itisreceivingrave reviewsbythe users. Ithas
the followingfeatures (withafewexamples):
 All data updatednightlybyautomated,scheduledfeedsfromthe LIS.
 Dashboardwithcharts displayingmonthlyaccessioningvolumesfor
o Currentyearvs. past twoyears
o Specimensaccessionedforall specialties
o Specimensaccessioned forproducts(Histology,Cytology,Special Stains,Molecular)
o Send-outsaccessioned (i.e.:Polaris,ConfirmMDX,UroVysion)
o Calculatedrevenuefor ProductsandSend-outs
o Lab productivity(Accessioning,Grossing,EmbeddingandCutting)
o Yesterday’sturn-around-time byspecialty
 Dailyautomatedemailsforyesterday'sSpecimensAccessioned,CPTCodesSigned-outandLab
Productivitybytechnician.
 Rich array of “one-click”reportsincluding:
o ClientSix Week Trends
o
o Month to Month Samples accessioned by physician
o Month to Month Physician Products accessioned by physician
o Sales PipelineMetrics
o ClientAlerts (shows all physicianswhosesubmissions significantly dropped lastweek)
o Lab Productivity (shows monthly productivity for the lab or a selected technician)
o CaseTAT Report (shows cases and TAT for a selected physician)

2. o
o Surgery Center Report (shows all physicianssubmissionsfor a selected Surgery Center)
o Adenoma Rate Report
o
o Prostate Diagnoses Report for selected physician

3. o
 Interactive sales reporting
o SalesRepPipeline tool toreportsalesopportunities
o Salesalertstool toreport statusof physicianswithdecliningsubmissions.
I can be contacted at rgold20@cox.net if anyone would like a demonstrationof this. I can also out
you in touch with the CEO of the Los Angeleslab for whom I have done this development.