Essential Lab Management Advice

Batch Manufacturing Software

“No man is an island” is certainly a true axiom for R&D efforts.  We have some observations that you might find helpful in reviewing R&D activities, and how your batch manufacturing software system can drive your efficiency.

1) Integrate R&D in the Production Process

For most manufacturers, one of the goals of the R&D department is to develop formulas or processes that can be performed by production. The feedback loop is critical in the evolution of a formula and a company.

R&D understands the functional requirements of a formula and ways to deliver to the customer. Production understands how to make that vision. The most successful R&D labs evaluate formulations based on the impact to production while still keeping the creative and problem-solving element alive. Not giving too much emphasis on either theoretical development or actual implementation can make for a nice balance.

Producing a feedback loop is the key. R&D should be reviewing metrics like:

  1. How many part numbers/ingredients are they adding to inventory?
  2. Are there ways to use equipment that is not part of a bottleneck rather than processes using sought-after devices?
  3. How many QC modifications are being made by formula?
  4. What materials are experiencing the highest cost increases in the next twelve months?

It is possible to adjust existing or future formulas to account for these questions?

Meet with Production on occasion to discuss formulas that are working well and those that need adjustment. Identify those formulas often run on the most active equipment and then see if you can make changes and use other equipment. Get your batch manufacturing software system to report significant yield variance and QC adjustments by formula. Once it has your attention, look for ways to solve the problems. The changes could really affect the profitability of your company.

2) Link CRM Data to R&D Data

With the advent of Microsoft Dynamics CRM (and others), the ability to record and track customer activity is not only cheap; it is easy to implement. One of the fastest ways to gain insight into your customer is to watch their patterns. CRM can do that.

An effective R&D department will track the progress of a new formulation from the time a request is made, through preliminary development, all the way to commercialization. Hooking up your formulation/R&D database to a CRM opportunity management system makes this a simple task.

Lab Management Project Entry

Imagine seeing the current R&D project backlog, customer history of requests versus sales, and new requests statistics by product type. These are simple queries once the data is joined in a logical manner.

Microsoft Dynamics CRM and Vicinity batch manufacturing software can do just that. Add the opportunity in CRM and link it to a Vicinity Project. Now, all the related data in either CRM or Vicinity are forever joined. Afterward, analysis of history and trends becomes a by-product of the normal day to day activities.

3) Leverage Your Formula Database for New Formulations

Few R&D departments start from scratch with a new formula request. Most R&D labs scan through test formulas in Excel or manual lab notebooks to get started. Once they have a base to work from, they add or take away ingredients or processes to achieve the desired result.

Why all the manual effort? Imagine a batch manufacturing software system where all historical work resides in a database searchable by user-defined attributes. The results could be compared and a potential candidate(s) reviewed further for consideration. Now, that would be helpful.

Lab Management Formula Search

Vicinity is a batch manufacturing software system which allows you to do just that. Store all formulas, experimental trials and results in Vicinity. Then, the next time you are looking for something similar, it will be right there.

If you are not yet ready for Vicinity and must use Excel, then make sure to use a standard format for your formulas. Looking ahead, leave room in your design for user definable and validated data.

Start today! Get your work in an electronic format and use the right tool to do the job well. The result will pay for the investment in short order.