Health, Education & Government Life Sciences & Pharma Diagnostic Equipment

Molecular Diagnostics

Regulated development and commercialization journeys where clinical, quality, and market access align.

bioMérieux Hologic Roche Bio-Rad
Inside this journey
  1. Pre-Discovery

    Align the room on outcomes, decision process, and constraints before deeper discovery.

    1. Stakeholder Alignment

      Confirm decision roles, timeline, and what 'good' looks like across lab leadership, finance, IT/LIS, and clinical stakeholders.

      Alignment Questions

      Who's In The Room — a quick snapshot of your team and lab

      • Who are the primary people (names or roles) who will be involved day-to-day and in decision-making for this project?
      • Which lab(s) or departments will this platform affect? Options: Clinical Microbiology, Molecular Pathology, Emergency Department, ICU/Sepsis Team, Reference Lab, Outpatient Clinics, Other
      • Which of these roles will be the project champion or final approver? Options: Microbiology/Molecular Director, Lab Manager, Chief Medical Officer, Finance Lead, Procurement, IT/LIS Lead, Other
      • Tell us your current on‑hand molecular capabilities (brief): platforms in use, assays validated, and typical sample types.
      • What is your average molecular testing volume today (total specimens per day)? Options: <10/day, 10–25/day, 26–75/day, 76–200/day, >200/day, Highly variable (seasonal/surge)
      • How would you describe your lab’s staff molecular expertise right now? Options: Strong in-house expertise, Some trained staff, limited depth, Very limited expertise; learning curve expected, No in-house expertise

      If We Keep Doing What We're Doing, What Breaks Next?

      • How confident are you that your current approach will meet clinical expectations for rapid syndromic testing over the next 12 months? Options: Very confident, Somewhat confident, Unsure, Not confident
      • What happens to patient care or clinician decision-making when turnaround times slip beyond your target window?
      • Which operational bottleneck worries you most if volumes increase (e.g., staffing, reagent supply, instrument throughput, validation backlog)? Options: Staffing/training, Instrument throughput, Reagent costs/supply, Space/power constraints, LIS integration delays, Specimen logistics/transport
      • How often do current testing delays contribute to escalations, repeat testing, or avoidable admissions? Options: Daily, Weekly, Monthly, Rarely, Unknown
      • When these failures occur, who feels the impact most—and how does that typically play out emotionally or politically in the organization?

      What’s Getting in the Way Right Now? (root causes, not symptoms)

      • What single failure mode do you see repeatedly—where processes, equipment, or people most commonly break down?
      • How reliable are your sample collection and pre‑analytic logistics (turnaround from bedside to lab)? Options: Highly reliable, Mostly reliable with occasional delays, Inconsistent; causes frequent delays, Poor/unknown
      • Where do you tend to get stuck when validating a new molecular assay—technical, administrative, or resourcing issues? Options: Access to validation specimens, Staff time for verification, LIS build and mapping, Regulatory documentation, None of the above
      • How long have these pain points been affecting your lab's ability to expand rapid testing? Options: <6 months, 6–12 months, 1–3 years, 3+ years, Intermittent/seasonal
      • Who outside the lab (e.g., clinicians, finance, infection control) raises concerns about these problems, and what do they care about most?

      Challenge Assumption: 'Faster Is Always Better' — what tradeoffs are you overlooking?

      • Beyond raw TAT, what clinical or operational signals will prove this change was worth it (select all that apply)? Options: Reduced time to appropriate antimicrobials, Shorter LOS/avoidable admissions, Fewer repeat cultures/tests, Improved clinician satisfaction, Better infection control response, Other
      • What minimum turnaround time for key panels would change clinical decisions in your hospital (give specific assays if possible)? Options: <1 hour, 1–2 hours, 2–6 hours, Same-day (within 24 hours), Doesn't need to be faster
      • How do you weigh analytical performance (sensitivity/specificity) against speed and automation—what’s non‑negotiable? Options: Sensitivity first, Specificity first, Balanced trade-off, Depends on the assay
      • What measurable throughput targets (specimens/hour or assays/day) would justify moving forward?
      • If a solution improved TAT but increased per‑test reagent cost by 20%, what outcomes would you need to see to accept that tradeoff?

      Money Talks — let’s be blunt about economic thresholds and expectations

      • What budget source will fund this purchase (capital, operating, grant, philanthropic, other)? Options: Capital budget, Operating budget, Grant/foundation, Shared departmental funds, Not yet identified
      • What is your target or maximum acceptable total cost of ownership (TCO) horizon—1 year, 3 years, 5 years? Options: 1 year, 3 years, 5 years, Don’t have a target
      • What is an acceptable range for per‑test reagent cost for your high‑use panels (enter dollar range or % of current cost)?
      • How do you expect this investment to pay back—revenue, avoided costs, clinical downstream savings, or a mix? Options: Revenue from billable tests, Avoided downstream costs (admissions/LOS), Operational efficiencies (staff time), Clinical quality/value proposition, Combination
      • What ROI timeline would make leadership comfortable (months to break-even)? Options: <6 months, 6–12 months, 12–24 months, >24 months, Not sure
      • Are there contractual constraints we should know about (existing reagent contracts, preferred vendors, GPO restrictions)? Options: Yes—existing contract, Yes—GPO/consortium, No constraints, Unsure

      Are You Ready to Change, or Just Curious? (timeline and decision dynamics)

      • What is your ideal decision timeline for selecting a platform? Options: Immediate (next 30 days), Within 2–3 months, 3–6 months, 6–12 months, Exploratory/no timeline
      • Who are the decision-makers and approvers we must convince, and what will each care about most?
      • What would prevent your team from moving forward even if a solution met clinical needs (procurement, space, competing priorities)?
      • How comfortable are you running a proof‑of‑concept or pilot with our systems to validate claims? Options: Very comfortable, Somewhat comfortable, Unsure, Prefer full deployment only
      • If we proposed a short pilot, what success criteria and timeline would make it compelling to you?

      What Would Success Day‑One and Day‑90 Actually Feel Like?

      • Describe the one concrete outcome on day one after go‑live that would make you say 'this was worth it'.
      • By day 90, what operational metrics would demonstrate success (TAT, %tests automated, staff time saved, clinician adoption)? Options: TAT targets met, Throughput goals met, Validation completed, Staff trained and competent, LIS integration live, Clinician adoption > X%
      • What validation specimens, controls, or clinical samples can you commit to for verification within the pilot/validation window? Options: Positive clinical specimens available, Contrived/archived specimens, No specimens currently available, Unsure—need help sourcing
      • What training model works best for your staff—train‑the‑trainer, vendor‑led on‑site, remote blended learning, or a mix? Options: Vendor on-site, Train-the-trainer, Remote/virtual, Blended, Other
      • What LIS and network dependencies must be resolved before go‑live (HL7 mapping, middleware, user accounts, VPN), and who owns them?

      Final Room: Your Fears, Your Hopes, and Next Moves

      • What keeps you up at night about implementing a new molecular platform?
      • If everything goes perfectly, what positive change will your clinicians and patients notice first?
      • Which of the following next steps would you prefer right now? Options: Schedule technical demo, Scope a pilot study, Request budgetary pricing, LIS/IT discovery call, Site readiness assessment, Other
      • Who should we schedule the next conversation with (name, role, best contact method)?
      • Any immediate constraints, holidays, or supplier windows we should avoid when planning pilots or installs?
    2. Current State Mapping

      Document existing workflows, throughput, staffing skills, lab footprint, and failure modes that limit rapid molecular testing.

      Current State

      Start Here: A Quick Snapshot of Your Molecular Operation

      • In one sentence, how would you describe your molecular lab today (scope, size, and primary clinical use)?
      • Which sample types and clinical panels do you run most frequently? Options: Respiratory syndromic panels, Bloodstream/sepsis panels, STI panels, SARS-CoV-2 only, Oncology markers, Other
      • Typical daily molecular test volume (all panels combined)? Options: <10, 10–25, 26–75, 76–200, 201–500, >500
      • What hours does molecular testing operate in your lab? Options: Standard business hours (M–F), Extended hours (early/late shifts), 24/7, Variable/on-call, Other
      • Who is the primary decision owner for changes to molecular workflows in your organization? Options: Microbiology Director, Molecular Pathology Director, Lab Director, Infectious Diseases Physician, Hospital Operations/Exec, Shared committee

      Where the Clock Stops: Bottlenecks That Make ‘Rapid’ Feel Slow

      • If you had to point to one place that most often derails a promised rapid result, where would you point—and why?
      • Which parts of the process routinely create delays (select all that apply)? Options: Specimen collection/transport, Accessioning/sample prep, Nucleic acid extraction, Assay run time, Result verification/interpretation, LIS/result routing, Supply/reagent availability
      • How long does it typically take from specimen receipt to reported result for your most-used rapid panel? Options: <1 hour, 1–3 hours, 3–8 hours, 8–24 hours, 24–72 hours, >72 hours
      • When delays happen, what downstream clinical or operational impacts do you observe (examples: delayed therapy, longer LOS, ED hold times)?
      • How often do you see unexpected run failures or invalids on rapid assays (percent of runs)? Options: <1%, 1–3%, 4–10%, 11–20%, >20%
      • Tell me about a recent day where throughput fell short—what sequences of events led to that outcome?

      Who's Holding the Fort: Skills, Coverage, and Human Limits

      • Are your current staff being asked to run molecular workflows beyond their training or capacity? Options: Yes, frequently, Sometimes, Rarely, Not at all
      • Break down your staffing: how many full-time equivalents (FTEs) are dedicated to molecular testing vs. shared bench staff? Options: 0 FTE (outsourced), 0.1–1 FTE, 1.1–3 FTEs, 3.1–6 FTEs, >6 FTEs
      • Which skill gaps do you notice most when it comes to molecular methods, validation, or troubleshooting? Options: Extraction troubleshooting, PCR contamination control, Assay validation design, LIS integration, Result interpretation, None of the above
      • How often do staffing shortages force you to batch runs or delay testing? Options: Daily, Weekly, Monthly, Rarely, Never
      • When staffing is tight, what work gets deprioritized or deferred, and who makes that call?
      • How do your people feel about the pace and complexity of molecular testing—stressed, energized, ambivalent? Give an example. Options: Stressed/overworked, Energized/engaged, Mixed feelings, Indifferent

      The Lab You Have vs. The Lab You Need: Space, Power, and Flow

      • If you tried to add a new rapid molecular instrument tomorrow, where would it physically go—and would it fit? Options: Yes, footprint and utilities ready, Yes, with minor modifications, No, significant rework required, Unsure
      • Describe your current lab layout for molecular work (bench-style, dedicated room, shared space with culture, etc.). Options: Dedicated molecular suite, Shared microbiology bench, Modular benches across lab, Point-of-care adjacent, Other
      • Which infrastructure items are constraints today (select all that apply)? Options: Electrical capacity, Vent/HEPA/BSL requirements, Benchtop space, Waste disposal, Cold chain/refrigeration, Network/LIS ports
      • How predictable is your sample arrival pattern during a typical day? Options: Clustered (morning/ED spikes), Evenly distributed, Unpredictable, Night/weekend spikes
      • How long would it take and who would need to approve to reconfigure space or add outlets/vents for a new platform?
      • If you were to change sample flow to reduce internal transport delays, what would that look like?

      When Systems Break: Failure Modes, Stockouts, and Risk

      • Which single failure mode has put rapid testing at risk most often (e.g., instrument failure, reagent stockout, contamination)? Options: Instrument failure, Reagent stockout, Contamination events, LIS outages, Staffing gaps, Other
      • How long does it typically take to recover from those failures? Options: Minutes–hours, Same shift, Next day, Multiple days, Variable/uncertain
      • How do you monitor reagent inventory and forecast consumption for critical assays today? Options: Manual counts, LIS/inventory system, Vendor-managed consignment, Ad-hoc reorder, Other
      • Have you experienced contamination that required interrupting testing or re-validating assays? Tell me the impact. Options: Yes—major interruption, Yes—minor impact, No
      • What contingency plans are in place for instrument downtime or critical reagent shortages? Options: Backup instruments, Alternate assays/referrals, Stockpiles/consignment, No formal plan, Other
      • Who is responsible for incident escalation and how is communication to clinical teams handled during outages?

      Decisions That Drive Throughput: Policy, Prioritization, and Trade-offs

      • Are your current throughput decisions driven more by cost containment, clinical urgency, or staffing realities—and which is actually winning? Options: Clinical urgency, Cost containment, Staffing realities, Mixed/conflicted
      • How do you prioritize samples when capacity is constrained (e.g., STAT ED, ICU, routine inpatient, outpatient)? Options: STAT first, ICU/ED first, By clinical service order, First-come first-served, Other
      • Do you batch runs to save reagents/labor or run immediate single-sample assays for speed? How often is each used? Options: Mostly batch, Mostly single-sample/STAT, Varies by panel, No clear policy
      • What sensitivity vs. turnaround time trade-offs are acceptable clinically for your key panels? Options: Max sensitivity even if slower, Balanced sensitivity and speed, Prioritize speed over sensitivity, Depends on clinical scenario
      • Which assays or panels would you expand if you had higher sustained throughput and why?
      • How often do payer/reimbursement concerns factor into which tests you perform in-house vs. send out? Options: Always, Often, Occasionally, Rarely, Never

      What Keeps Your People Up at Night: Emotions, Confidence, and Risk Tolerance

      • When you think about expanding rapid molecular testing, what worries you most—financial risk, regulatory burden, staff burnout, or something else? Options: Financial risk/cost, Regulatory/validation burden, Staff capacity/turnover, Technical performance/false results, Other
      • How confident are you in your lab’s ability to validate and maintain a high-complexity molecular assay long-term? Options: Somewhat confident, Very confident, Uncertain, Not confident
      • Tell me about a time you felt proud of how your team handled a molecular testing challenge—what worked well?
      • What emotional or cultural barriers might block adoption of new automation or process changes? Options: Fear of job loss, Resistance to change, Lack of training time, Skepticism about vendor claims, Other
      • How would you describe leadership’s appetite for risk when it comes to investing in new lab capabilities? Options: High appetite, Moderate, Low, Depends on ROI/business case

      Small Wins That Unlock Big Gains: Low-Friction Improvements to Try Now

      • If you could make one low-cost operational change this month with immediate impact, what would it be?
      • Which of these changes would you consider piloting in the next 60–90 days? Options: Add a point-of-care instrument, Adjust triage/prioritization rules, Implement vendor inventory consignment, Add a dedicated molecular shift, Integrate with LIS for auto-result routing
      • How open is your team to running a short pilot with vendor support (training, on-site validation, data review)? Options: Very open, Somewhat open, Unsure, Not open
      • What quick metrics would prove a pilot’s success for you (e.g., TAT reduction, invalid rate, hands-on time saved)? Options: TAT reduction, Lower invalids/failures, Reduced hands-on time, Increased throughput, Cost per reported result, Other
      • What internal approvals would be required to run a pilot, and how long do those approvals usually take?

      What Would It Take to Move Forward: Decisions, Evidence, and Timeline

      • What would have to be true for you to approve a new rapid molecular workflow within 90 days?
      • Which stakeholders must sign off before you can purchase or place a new instrument? Options: Lab Director/Microbiology, Finance/CFO, IT/LIS, Clinical leadership (ID/ED/ICU), Facilities/Engineering, Other
      • What evidence most convinces your stakeholders—peer site results, internal validation data, economic model, or vendor references? Options: Peer site results, Internal validation, ROI/economic model, Vendor case studies/references, Regulatory/QA documentation
      • What budget or procurement cycles constrain your timeline for new equipment? Options: Immediate/operational budget, Quarterly capex cycle, Annual capital budget, Grants/other funding, Uncertain
      • What would be the ideal next step after this discovery conversation to help you make a decision (on-site assessment, pilot quote, peer call, technical deep dive)? Options: On-site assessment, Pilot program, Peer reference call, Technical validation plan, Preliminary commercial terms
  2. Outcome Discovery

    Define clinical and operational success signals (TAT, sensitivity, throughput), economic thresholds, and acceptance criteria.

    Discovery Questions

    Start: What's Most Important Right Now?

    • What's the single outcome that would make this project a clear success for you?
    • Who in your organization will feel that success most directly? Options: Microbiology/Molecular Lab Director, Clinical Pathologist/Molecular Pathologist, Infectious Disease Physician, Hospitalist/ED Leadership, Finance/CFO, IT/LIS Manager, Nursing/Bed Management, Other
    • What's driving urgency now—select the primary trigger that pushed this forward? Options: Clinical outcomes pressure (sepsis/respiratory), Regulatory/quality deadline, Capacity constraints, New leadership directive, Reimbursement or budget window, Competitive/peer pressure, Other
    • Briefly describe a recent case, report, or moment that made this problem feel urgent.
    • Have you ever run a pilot or implemented a rapid molecular test before at your site? Options: Yes—same platform/vendor, Yes—different vendor, No, first time, Pilot planned but not executed

    If Faster Tests Didn’t Fix the Problem, What Would?

    • What if reducing TAT to hours doesn't change clinical decisions—what else must shift to realize value?
    • Which downstream processes most often block benefit from faster results? Options: Clinician acceptance/action, Pharmacy/antimicrobial stewardship, Reporting/alerts, Sample transport/logistics, Lab staffing to run tests, Other
    • How frequently do clinicians actually act on molecular results within the timeframe you hope to deliver? Options: Almost always, Often, Sometimes, Rarely, Unknown
    • Tell us about a specific instance where a faster result would have changed management—who needed the information and what stopped it from happening?
    • Which non-analytical factors (e.g., reporting, education, workflow) would you prioritize fixing if TAT alone is insufficient? Options: Clinician alerts/orders, Pharmacy protocols, Care-pathway redesign, Nursing workflows, LIS/EMR integration, Staff training, Other

    What's the Real Economic Threshold?

    • How much additional reagent cost per test can your department realistically absorb without outside funding? Options: <$10, $10–$25, $26–$50, $51–$100, >$100, Unknown / depends on use case
    • If faster testing reduced length of stay, what minimum days saved per relevant patient population would justify higher per-test costs? Options: <0.25 days, 0.25–0.5 days, 0.5–1 day, >1 day, Unsure
    • Who controls the capital and operational budget for this purchase and what approval level is required? Options: Lab director/unit budget, Department chair, Hospital CFO/Capital Committee, System-level procurement, Other
    • Describe any reimbursement or contract constraints that materially affect your willingness to increase test spend.
    • Would you consider a reagent-consumption-based pricing model, reagent consignment, or reagent cap if it reduced upfront capital? Which would you prefer? Options: Pay-per-test/consumption, Reagent consignment, Lease/loaner instrument, Instrument purchase with reagent contract, Hybrid, Not open to alternatives

    When Is 'Good Enough' Actually Good Enough?

    • If a platform met 80% of your targets but missed one—what compromises would you accept and which failure would be a deal-breaker?
    • Target turnaround time (TAT) you need for: emergency/sepsis cases? Options: <30 minutes, <1 hour, <2 hours, <4 hours, <8 hours, End of day
    • Minimum acceptable analytical sensitivity for key assays (e.g., sepsis or respiratory panels)? Options: >99%, 97–99%, 95–97%, 90–95%, <90%, Depends on organism
    • What is your acceptable invalid/indeterminate rate per run (%) beyond which you require root cause and remediation? Options: <0.5%, 0.5–1%, 1–2%, 2–5%, >5%, No set threshold
    • How critical is walk-away automation versus manual hands-on steps for your staffing model? Options: Essential—minimal hands-on, Prefer automation but can manage occasional hands-on, Hands-on acceptable with trained staff, Hands-on-only acceptable
    • Describe any LIS/EMR reporting expectations or turnaround SLAs that must be met for clinical adoption.

    Who Holds the Keys to Yes — and Why?

    • Who would veto this project if their concerns aren't addressed—and what would likely trigger a veto?
    • Which stakeholders must sign clinical acceptance (results you can act on) before you declare go‑live? Options: Lab director, Medical director/Pathologist, Infectious disease lead, Pharmacy/Antimicrobial stewardship, Quality/Patient Safety, IT/LIS
    • Who will own post-deployment performance monitoring and dashboards? Options: Lab operations, Quality/Performance Improvement, Clinical informatics, Antimicrobial stewardship, Other
    • Describe any stakeholders outside the hospital (reference lab partners, public health, payers) with influence over acceptance.
    • How do you prefer decisions to be made: consensus, majority, clinical lead authority, or executive sign-off? Options: Consensus, Majority decision, Clinical lead authority, Executive sign-off, Other

    How Will Workflows Change — and Who Will Carry the Load?

    • If you add rapid molecular testing, which current processes will change most (sample routing, batching, staffing, result distribution)? Options: Sample transport, Specimen accessioning, Batch vs STAT workflows, Result notification/alerts, Inventory management, Staff scheduling/training
    • What percent of your current molecular staff are cross-trained and could be redeployed to new workflows? Options: >75%, 50–75%, 25–49%, <25%, None/unknown
    • How many dedicated FTEs do you expect to allocate to operate and maintain the new platform (including validation and QA)? Options: <0.5 FTE, 0.5–1 FTE, 1–2 FTE, 2–4 FTE, >4 FTE
    • Do you have space, power, and network capacity today for the preferred instrument class? Options: Yes—ready now, Minor modifications needed, Significant renovation needed, Unsure—need assessment
    • Who will own training and competency sign-off for operators and supervisors? Options: Lab director, Senior technologist, Vendor trainer, Education department, Other

    What's the Worst That Could Happen — and Can We Live With It?

    • If a new platform caused an unexpected spike in false positives or negatives for 2 weeks, how would that impact willingness to continue? Options: Immediate pause/recall, Continue with corrective action, Acceptable if resolved quickly, Depends on clinical impact
    • Which operational or clinical risks make you lose sleep about introducing new molecular technology? Options: Regulatory/CLIA non‑compliance, Cross-contamination, Data/reporting errors, Supply chain interruptions, Staffing overload, Other
    • What frequency of unplanned downtime is tolerable (hours/month) before you require backup solutions? Options: <1 hour/month, 1–4 hours/month, 4–12 hours/month, >12 hours/month, No tolerance—must be covered
    • Describe any legal, compliance, or payer-related consequences you worry could follow diagnostic errors.
    • What escalation path and timeline do you expect from a vendor when a critical issue arises? Options: Immediate phone response + onsite within 24h, Immediate remote support + onsite within 48–72h, Same-business-day remote support, Next-business-day, Other

    How Will You Measure Success in Day-to-Day Care?

    • Which clinical KPIs will you use to judge impact (select top 3)? Options: Time-to-effective-antibiotic, Length of stay, ICU transfers/LOS, 30-day readmission, Antibiotic utilization metrics, Time-to-action for clinician, Mortality for sepsis
    • Which operational KPIs matter most to the lab (select up to 3)? Options: TAT median/95th percentile, Throughput per shift, Invalid rate, Hands-on-time per test, Operator competency completion, Instrument uptime
    • How will you source the data for these KPIs—LIS, manual audits, EHR, or a mix? Options: LIS, EHR/EMR, Manual audit, Vendor dashboard, Hybrid
    • Who will be accountable for reporting outcomes and how often would you want updates during a pilot? Options: Lab director—weekly, Quality—biweekly, Clinical leads—weekly, Monthly executive summary, Other cadence
    • What minimum measurable improvement in your top clinical KPI would justify expanding beyond a pilot? Options: Any statistically significant change, Predefined % improvement (specify below), Qualitative clinical acceptance only, Undecided—need discussion

    What's the Timeline That Actually Matters?

    • If you had to be blunt, what is the earliest realistic date you could have results impacting care (not sales promises)? Options: Within 1 month, 1–3 months, 3–6 months, 6–12 months, >12 months
    • What are the non-negotiable timeline constraints (e.g., board review, fiscal year, seasonal demand)?
    • How long of a pilot would you consider adequate to prove clinical and economic value? Options: 2–4 weeks, 1–3 months, 3–6 months, 6–12 months, Depends on sample volume
    • Are there procurement, validation, or regulatory windows that could delay instrument placement beyond your preferred timeline? Options: Yes—procurement, Yes—validation/CLIA, Yes—capital approval, No known barriers, Unsure
    • What milestone would make you comfortable committing to a commercial agreement? Options: Successful pilot outcomes, Signed clinical acceptance, Budget/contract approval, IT/LIS integration complete, Other

    What Would Make You Walk Away?

    • What single issue would immediately stop this project if unresolved?
    • Are there minimum contractual or service guarantees you require before signing (uptime, turnaround, indemnity)? Options: Uptime SLA, Replacement instrument clause, Financial penalties for missed SLAs, Comprehensive indemnity, Validation support guarantee, Other
    • Would you require a formal pilot with predefined success criteria before procurement? If yes, list the top 3 criteria you would include.
    • What level of vendor involvement in validation and training do you expect as standard? Options: Full vendor-led validation and training, Vendor supports but lab leads validation, Vendor provides materials only, Minimal vendor involvement
    • If we agreed on a pilot, what sample volumes and specimen types would you need to feel confident in the results? Options: Low volume STAT samples, Moderate mixed specimens (respiratory, blood), High-volume routine samples, Specific organism-focused specimens, Unsure—need recommendation
  3. Solution Experience

    Translate outcomes into realistic workflows showing how instrument selection, assay menu, automation, and staffing will deliver the target results.

    Experience Meetings

    • Solution Experience Kickoff
    • Workflow Mapping Workshop — Clinical & Operational Pathways
    • Throughput, TAT & Capacity Simulation
    • Integration, Sample Logistics & LIS Workflow Alignment
    • Operational Readiness & Validation Planning — From Workflow to Go‑Live
    • Seller to circulate agreed future-state sentence and list of proof metrics after the meeting.
    • Introductions & Objectives
    • Quantify staffing changes and costs versus clinical benefit for decision-making.
    • Identify required redundancy or mitigation for peak/surge scenarios.
    • Seller to share the simulation model and a sensitivity analysis file for customer review.
    • Customer to confirm which scenario (baseline/automated/peak-capacity) they prefer to adopt for the proposal.
    • If gaps exist, schedule a focused session to evaluate alternative instrument mixes or scheduling changes.
    • Review Required LIS Interactions & Data Elements
    • Agree exact LIS interface requirements and validation artifacts needed.
    • Confirm instrument placement, sample flow, and any physical constraints that affect workflow performance.
    • Assign integration owners and a target timeline for build/test/go‑live steps.
    • Customer IT/LIS to provide HL7 interface spec and test environment details.
    • Seller to produce a site layout sketch showing instrument placement and sample flow.
    • Jointly create an integration test plan with required test messages and specimen lists.
    • Document risks and mitigation actions for any identified LIS or footprint constraints.
    • Map Validation Activities to Workflows
    • Produce a validation protocol mapped to each workflow with specimen lists and acceptance criteria.
    • Agree a training and competency schedule that ensures operators meet required performance standards.
    • Finalize a go/no‑go checklist with named approvers and post‑go‑live support commitments.
    • Align on a realistic timeline from instrument delivery to validated go‑live.
    • Seller to draft the validation protocol and provide specimen requirements for customer approval.
    • Customer to nominate training leads and confirm operator availability for scheduled training dates.
    • Jointly finalize the go/no‑go checklist and list signatories for acceptance.
    • Schedule a pre-deployment readiness check 2 weeks before the planned install date.
    • Obtain customer confirmation of a single-sentence current state that will guide the experience.
    • Surface and quantify the operational/clinical/financial consequence tied to current failures.
    • Define and align on a single-sentence future state and success metrics the experience must prove.
    • Agree scope, required pre-work, and data owners for subsequent sessions.
    • Customer to confirm or correct the one-sentence current state in writing.
    • Customer to provide sample volume by shift, LIS interface spec, staff rosters, and floor plan within 5 business days.
    • Schedule the Workflow Mapping Workshop and Simulation session with named owners.
    • Recap Validated Current & Future State
    • Produce validated, diagrammed workflows for each clinical pathway showing instrument/assay/automation fit.
    • Identify and document failure modes the proposed workflows eliminate or mitigate.
    • Agree on staffing model and FTE impact for each workflow.
    • Capture required validation and training artifacts tied to each workflow.
    • Seller to deliver draft workflow diagrams annotated with instrument/assay mapping within 3 business days.
    • Customer to supply any missing SOPs or local constraints that affect sample routing.
    • Jointly produce an FTE estimate sheet mapping staffing to shifts and automation levels.
    • List outstanding assumptions and schedule follow-ups for unresolved items.
    • Confirm Modeling Assumptions
    • Agree on throughput targets and the automation/instrument tier required to meet them.
    • Training & Competency Plan
    • Map End-to-End Sample Journey
    • Sample Routing & Physical Footprint
    • One‑Sentence Current State (Facilitator Readback)
    • Baseline Scenario Simulation
    • Peak & Surge Scenarios
    • Explicit Consequence Quantification
    • QC, Maintenance & Reagent Supply Workflow
    • Identify Decision Points & Failure Modes
    • Result Reporting & Exception Handling
    • Instrument + Assay + Automation Assignment
    • Go/No‑Go Acceptance Checklist
    • Bottleneck Analysis & Mitigation Options
    • One‑Sentence Future State
    • Integration Validation Requirements
    • Staffing, Roles & Task Allocation
    • Scope of the Solution Experience & Proof Metrics
    • Owners, Timeline & Risk Register
  4. Solution Scope

    Specify instruments, assay panels, throughput tiers, LIS integration, validation support, training, and measurable deliverables.

    Scope Configuration

    • Install and commission instrument on-site
    • Execute IQ/OQ validation protocols
    • Run analytical validation experiments for selected assays
    • Configure and integrate LIS/middleware connectivity
    • Provide operator training and competency sign-off
    • Supply initial reagent and consumables starter kit
    • Deploy automated nucleic acid extraction workflow
    • Calibrate and optimize multiplex panel assays
    • Provide remote 24/7 technical support and monitoring
    • Perform preventive maintenance and firmware updates
    • Replace and repair on-site hardware components
    • Deliver regulatory and validation documentation package

    Scope Questions

    Install and commission instrument on-site

    • Has the installation site been identified and approved (room number and owner)? Options: Yes, No, Tentative
    • What are the physical site constraints we should know (bench footprint, clearance, shelving)?
    • Which utility connections are available at the site? Options: Standard AC power, Dedicated circuit required, UPS available, Gas lines present, None of the above
    • Are there any environmental controls required or present (temperature, humidity, biosafety cabinet)? Options: Temperature control present, Humidity control present, Biosafety cabinet available, None
    • Is there clear delivery and service access for instrument crates and technicians? Options: Yes - freight elevator/ground access, Yes - but limited access, No
    • Who will be the on-site point of contact for the installation and what are their contact details?
    • Preferred target date or window for delivery and commissioning (include blackout dates)?

    Execute IQ/OQ validation protocols

    • Do you require vendor-executed IQ/OQ, or will your lab perform with vendor support? Options: Vendor executes on-site, Customer executes with vendor guidance, Customer only, Third-party validation partner
    • What accreditation or regulatory standard must IQ/OQ meet (e.g., CAP, CLIA, ISO 15189)? Options: CAP, CLIA, ISO 15189, Local/national regulator, No formal accreditation
    • Are there specific protocol versions or forms your lab requires for documentation? Options: Use vendor standard forms, Use customer templates, Require merged template, Other
    • What acceptance criteria will be used to clear IQ/OQ (e.g., electrical safety, software checks, operational checks)?
    • How many instrument units and which serial numbers will be included in IQ/OQ?
    • What timeline do you expect for completing IQ/OQ after delivery (days/weeks)? Options: Same week, 1-2 weeks, 2-4 weeks, Flexible/No fixed date
    • Do you require IQ/OQ activities to be witnessed or co-signed by an external auditor or lab director? Options: Yes, No, Maybe - specify later

    Run analytical validation experiments for selected assays

    • Which assays/panels do you plan to validate initially (list panel names or targets)?
    • What sample matrices and specimen types will be used in validation (e.g., NP swab, blood, CSF)? Options: Respiratory swab, Blood/Plasma, CSF, Urine, Other
    • Which validation experiments are required (LOD, linearity, precision, reproducibility, cross-reactivity)? Options: Limit of detection (LOD), Linearity/Range, Precision/Repeatability, Interference/Cross-reactivity, Carryover/Contamination check, All of the above
    • Do you have access to reference materials, positive/negative controls, and clinical specimens for validation? Options: Yes - sufficient, Yes - limited, No - need vendor supply
    • What acceptance thresholds should validation meet (e.g., %CV, sensitivity/specificity targets)?
    • How many runs/replicates do you require per validation study? Options: Vendor default, Customer-specific number (specify), Follow regulatory guidance
    • Should validation be performed on-site or at a vendor/reference lab? Options: On-site, Vendor lab, Reference lab partner, Hybrid

    Configure and integrate LIS/middleware connectivity

    • Which LIS and middleware vendor(s) are in use at your site (provide vendor and version)?
    • What interface protocol do you require for connectivity? Options: HL7 v2, FHIR, Proprietary API, CSV/Flat-file, Other
    • Which message types must be supported (orders, results, query, accessioning)? Options: ORU (results), ORM (orders), ADT, Order queries, Other
    • Will middleware be used for routing/translation, or direct LIS integration is preferred? Options: Direct LIS integration, Use existing middleware, Require vendor middleware, Undecided
    • Who is responsible for providing test and production endpoints and test accounts (customer IT, LIS vendor, or vendor support)? Options: Customer IT, LIS vendor, Instrument vendor, Other
    • Do you require traceability for sample barcodes, accession IDs, and result flags in the integration? Options: Yes - full traceability, Basic mapping only, No special requirements
    • What is your target go-live date for LIS connectivity and any blackout constraints?

    Provide operator training and competency sign-off

    • How many users/operators will require initial training and competency assessment? Options: 1-3, 4-10, 11-20, 20+
    • What is the desired training modality? Options: On-site instructor-led, Virtual instructor-led, Self-paced e-learning, Hybrid
    • What competency criteria are required for sign-off (practical run, written test, checklist)? Options: Practical run, Written assessment, Checklist completion, Supervisor sign-off, Combination
    • Do you require role-based training (operators, supervisors, IT, QA)? Options: Yes - roles specified, No - general training only
    • Will training need to be repeated for multiple shifts or remote sites? Options: Yes - multiple shifts/sites, No - single site/shift
    • Do you require training materials to be provided in a specific format or language? Options: Printed manuals, PDF, Video, Specific language (specify)
    • Do you want the vendor to maintain competency records and certificates, or will customer manage records? Options: Vendor maintains, Customer maintains, Both

    Supply initial reagent and consumables starter kit

    • Which assays and volumes should the starter kit cover (list assays and expected weekly/monthly test volumes)?
    • Do you require cold-chain shipping and on-site cold storage verification? Options: Yes - cold chain required, No - ambient-stable kits, Some items cold, some ambient
    • Would you like consignment inventory, prepaid starter, or standard purchase for initial supplies? Options: Consignment, Prepaid starter kit, Standard purchase, Other
    • What consumables do you want included (tips, plates, extraction cartridges, controls, waste bags)?
    • What is the expected re-order trigger or minimum on-hand quantity to initiate replenishment? Options: Automatic reorder at threshold, Manual reorder, Vendor-managed reorder
    • Do you require lot-matched controls and certificates of analysis included in the starter kit? Options: Yes - include COAs, No
    • Are there budget or approval constraints we should consider for supplying the starter kit? Options: Yes - provide PO/approval process, No constraints

    Deploy automated nucleic acid extraction workflow

    • Is an automated extraction module included in your instrument package or required as an add-on? Options: Included, Required add-on, Not required
    • Which sample types and sample input formats will the extraction workflow need to support? Options: Swabs in VTM/UTM, Direct swabs, Blood/plasma, Other
    • What throughput target must the extraction workflow meet (samples per hour/shift)? Options: Up to 24/hr, 25-100/hr, 100-500/hr, 500+/hr
    • Do you require automated sample accessioning and barcode integration prior to extraction? Options: Yes, No, Partial
    • Are there containment or waste disposal requirements for extraction reagents and waste? Options: Hazardous waste handling, Standard biohazard disposal, Customer managed
    • Will the extraction workflow require custom protocols or validation for unique specimen types? Options: Yes - custom protocols, No - standard protocols
    • Do you want hands-on time reduction quantified (e.g., operator minutes saved per run)? Options: Yes, No

    Calibrate and optimize multiplex panel assays

    • Which multiplex panels require calibration and optimization?
    • Are there known local pathogen variants or interference concerns to account for? Options: Yes - specify, No, Unknown
    • What performance targets should optimization achieve (TAT, sensitivity, Ct thresholds)?
    • Do you require analytic calibration materials (standards, quantified controls) supplied by vendor? Options: Yes - provide materials, No - customer will supply
    • How many iterative runs or sample sets do you anticipate needing for optimization? Options: 1-3 runs, 4-7 runs, 8+ runs, Undecided
    • Should optimization include workflow timing adjustments (batching, pooling, alarm thresholds)? Options: Yes, No
    • Do you require documentation of calibration curves, lot-to-lot comparisons, and final optimized parameters? Options: Yes - full documentation, Summary only

    Provide remote 24/7 technical support and monitoring

    • Do you want 24/7 remote monitoring of instrument telemetry and alerts? Options: Yes, No, Business hours only
    • Which support channels are preferred for 24/7 access (phone, email, chat, remote desktop)? Options: Phone, Email, Chat, Remote desktop, Ticketing portal
    • What escalation SLA do you require for critical issues (response and resolution targets)? Options: 30 min response, 1 hour, 4 hours, Next business day
    • Do you require on-call bilingual support or coverage across specific timezones? Options: Yes - specify language/timezone, No
  5. Mutual Commit

    Finalize commercial terms, reagent contracts, service levels, timelines, and mutual responsibilities required for go‑forward.

    Agreement Modules

    • Statement of Work (SOW)
    • Equipment Purchase / Lease Agreement
    • Reagent & Consumables Supply Agreement
    • Service Level Agreement (SLA) & Support Plan
    • Pricing & Payment Terms
    • Implementation & Go‑Live Timeline
    • Delivery, Installation & Acceptance Criteria
    • Validation & Training Agreement
    • LIS Integration & Data Interface Statement
    • Data Processing & Privacy Agreement (DPA)
    • Warranty, Returns & Replacement Policy
    • Consumable Availability & Backstop Plan
    • Change Order & Scope Management
    • Termination, Exit & Decommissioning Plan
    • Insurance, Indemnity & Liability Terms
  6. Deployment

    Operationalize rollout with readiness checks, enablement, and outcome validation.

    1. Pre-Deployment Readiness

      Confirm site readiness: space, power, network/LIS access, sample logistics, and availability of validation specimens and owners.

      Readiness Questions

      Start Here: A quick snapshot of your lab

      • Tell us your role and the type of lab or service you lead Options: Microbiology Lab Director, Molecular Pathology Director, Infectious Diseases Physician, Laboratory Manager or Supervisor, Reference lab / Commercial lab, Other (please specify)
      • Roughly how many molecular tests (PCR, multiplex panels, NAAT) does your lab run per day on average? Options: 0–10, 11–50, 51–200, 201–500, 500+
      • Which molecular platforms or vendors are currently in routine use here? List all that apply. Options: In‑house PCR (open system), Sample‑to‑answer cartridge systems (e.g., single sample), High‑throughput automated PCR, NGS platforms, Reference lab send‑outs, We are building capability now, Other (please specify)
      • Tell us about one recent patient or clinical decision that would have been meaningfully different with faster molecular results

      What’s keeping you awake about current molecular testing?

      • If you could fix one persistent operational failure in your molecular workflow overnight, what would it be?
      • How frequently do those failures lead to delayed care, empiric broad antibiotic use, or escalated resource use? Options: Almost daily, Weekly, Monthly, Occasionally, Rarely
      • Which of these failure modes affect you most right now? Options: Instrument downtime / reliability, Reagent supply variability, Staffing and training gaps, Sample collection or pre‑analytical errors, LIS integration and result transmission, Validation bottlenecks, Space or power constraints
      • When these issues happen, how does it impact your team's morale, stress, or ability to recruit/retain staff?
      • Share a short example of a time a system failure had outsized consequences (operational, clinical, or financial)

      The economics nobody often says out loud

      • Are you currently absorbing costs of rapid testing that aren’t fully reimbursed? Options: Yes — substantially, Yes — somewhat, No — mostly covered, Unsure
      • Which cost pressures matter most when evaluating a new platform? Options: Per‑test reagent cost, Instrument capital and depreciation, Labor and FTE impact, LIS/integration costs, Validation and regulatory costs, Warranty and service agreements, Other
      • What is your target or acceptable per‑test all‑in cost for the priority assays (give ranges if possible) Options: <$25, $25–$50, $51–$100, $101–$200, >$200, Prefer to describe in free text
      • If your economics model required a formal ROI, what payback period would be acceptable (equipment + validation + training)? Options: <12 months, 12–24 months, 24–36 months, >36 months, Not applicable / not measured
      • Describe one hidden or recurring cost you wish stakeholders truly understood about rapid molecular testing

      What 'good' would actually change practice here

      • If your molecular program were a clinical success story in 12 months, what would patients, clinicians, and your lab be saying about it?
      • Which outcome measures matter most when judging success? Options: Turnaround time (TAT), Analytical sensitivity/specificity, Throughput per shift, Reduction in empiric therapy, Length of stay reduction, Cost per result, Clinician satisfaction
      • Which clinical use cases would you prioritize for rapid on‑site testing first? Options: Respiratory syndromic panels, Sepsis / bloodstream infection rapid ID, STI testing, C. difficile, Respiratory viral only, Oncology companion diagnostics, Other
      • What non‑clinical wins would convince finance and executive leadership (e.g., throughput, staff time saved, downstream revenue)?
      • Who are the must‑have stakeholder champions for this success to stick? Options: Lab Director, Chief Medical Officer / ID Physician, Finance Director / CFO, IT/LIS Lead, Nursing Leadership, Supply Chain, Hospital Operations

      What’s the real obstacle people avoid naming?

      • What political, cultural, or organizational barrier would most likely stop this project even if the data look good?
      • Which roles have explicit or implicit veto power over purchasing or go‑live decisions? Options: Lab Director, Hospital CMO, Finance / CFO, Procurement/Supply Chain, IT/LIS, Departmental Chairs, Other
      • How aligned are lab leadership, clinicians, finance, and IT today around investing in molecular testing? Options: Fully aligned, Mostly aligned with a few concerns, Partially aligned, Misaligned / fragmented, Unsure
      • When internal objections arise, what evidence or approach usually moves the conversation forward here? Options: Clinical outcome data, Pilot results, Total cost model, Peer hospital case studies, Vendor validation support, Champions and trial advocates
      • Name one internal stakeholder whose concerns we should proactively address and why

      Deployment realities: will the lab survive and thrive through installation?

      • If an instrument arrived tomorrow, which of these site readiness items would break first? Options: Physical space / bench footprint, Electrical circuits / power capacity, Network / LIS connectivity, Sample routing and logistics, Environmental controls (HVAC), Waste handling and disposal, None — we’re ready
      • How would you rate current readiness across space, power, and network/LIS on a 1–5 scale? Options: 1 — Not ready, 2 — Major gaps, 3 — Some work required, 4 — Nearly ready, 5 — Ready now
      • Do you have dedicated owners identified for site prep areas (facilities, IT, LIS, sample logistics)? If yes, list roles/titles.
      • Do you have access to validation specimens and clinical material needed to verify assays? If not, what’s missing? Options: Yes, sufficient specimens available, Partially available — need more diversity/positives, No, specimens not available, We plan to use contrived/archived material
      • What timeline do you realistically need to complete site readiness once an agreement is in place? Options: <2 weeks, 2–4 weeks, 4–8 weeks, 8–12 weeks, >12 weeks

      Validation and staffing — who will run it and sign off?

      • If validation uncovers unexpected issues, who in your organization will be accountable for remediation and final acceptance?
      • What is your current bench staffing model for molecular testing and how many dedicated FTEs are available or required? Options: <1 FTE, 1–2 FTEs, 3–5 FTEs, 5–10 FTEs, 10+ FTEs
      • How comfortable is your team with hands‑on verification vs. vendor‑led verification and documentation? Options: Prefer fully vendor‑led, Vendor‑assisted, lab owns final sign‑off, Lab leads with vendor support, Lab prefers to do everything internally
      • What specific validation outcomes or documentation do your medical and quality teams require to sign off on clinical use?
      • Are there regulatory or accrediting considerations (CLIA, CAP, local) that will add steps to your validation timeline? Options: Yes — significant, Yes — minor, No, Unsure

      Decision rhythm: what will make you say yes (and when)?

      • What single outcome or piece of evidence would make you comfortable committing in the next 30–90 days?
      • Where are you in the decision timeline today? Options: Exploring options, Evaluating vendors, Running pilots, Negotiating contracts, Ready to purchase within 30 days
      • Which of these next steps would be most helpful right now to advance the decision? Options: On‑site demo, Pilot study with our specimens, Detailed TCO model, Clinical outcomes data, Draft commercial terms
      • Who in your organization will own the coordination and communication for deployment (role/title)? Options: Lab Director, Laboratory Manager, Project Manager / Program Lead, IT/LIS Lead, Facilities Lead, Other
      • Are there contractual or procurement constraints we should be aware of (budget cycles, approval windows, purchasing agreements)? Describe briefly.
    2. Deployment Enablement

      Schedule delivery, install instruments, run verification, provide operator training, and coordinate LIS go‑live with clear owners.

    3. Validation Checklist

      Execute and document assay verification/validation protocols, analytical performance, and clinical acceptance sign-offs.

      Validation Questions

      Quick Snapshot: Your Lab in a Sentence

      • Give us a one‑sentence summary of your lab’s current molecular testing capability and top pressure right now.
      • Which best describes your facility? Options: Community hospital lab, Academic medical center, Reference laboratory, Regional health system lab, Other
      • Roughly how many molecular/NAAT tests does your lab run per week today? Options: <50, 50–199, 200–499, 500–999, ≥1000
      • Who usually leads decisions about new molecular platforms at your site? Options: Microbiology lab director, Molecular pathology director, Laboratory administrator/manager, CIO/IT, Finance, Other
      • What feels most urgent about this project from your perspective? Options: Faster TAT for clinicians, Improve sensitivity/specificity, Expand assay menu, Reduce hands‑on time, Justify ROI/costs, Other

      Are You Settling for 'Good Enough'?

      • If you keep doing what you’re doing today, what clinical gap or risk are you quietly agreeing to live with?
      • Which of the following limitations do you tolerate because change feels harder than the problem? Options: Slow TAT for critical results, Limited assay menu, High hands‑on labor, Poor integration with LIS, Inconsistent QC/verification support, Other
      • How long have these limitations been impacting care or operations? Options: Months, 1–2 years, 3–5 years, 5+ years, Intermittent
      • Tell a short story about the last time a delay or test gap caused clinician frustration or a missed opportunity (what happened and what was the outcome?).
      • If nothing changes in the next 12 months, what negative outcomes do you expect to see most often? Options: Longer LOS, Delayed antibiotic stewardship, Missed pathogen detection, Operational burnout, Revenue/reimbursement pressure, Other

      Where the Bottlenecks Live (and Why They’ve Stuck Around)

      • Which single bottleneck would you say most frequently prevents you from meeting clinician expectations? Options: Turnaround time, Assay sensitivity/specificity, Staffing/skill gaps, Instrument throughput, LIS connectivity/reporting, Validation burden
      • Walk me through a typical specimen from collection to result—where do delays or errors most often occur?
      • How predictable are your daily volumes (do you see surges that overwhelm current capacity)? Options: Highly predictable, Some predictable patterns, Unpredictable surges, Seasonal spikes only
      • What manual steps consume the most technologist time per run (sample prep, extraction, setup, data review, etc.)? Options: Sample prep, Extraction, Assay setup, Result validation/review, Troubleshooting/instrument maintenance, Other
      • How often do you have to send samples out to reference labs because of capacity or assay limitations? Options: Never, Rarely (monthly), Occasionally (weekly), Often (multiple times/week), Frequently (daily)
      • When bottlenecks occur, how do they make you feel as a leader—frustrated, exposed, resigned, motivated, something else?

      What’s the Real Cost of Staying Put?

      • If you had to put a number on the annual cost of slow or missing molecular results (clinical, operational, and financial combined), how would you estimate it? Options: <$50k, $50k–$250k, $250k–$1M, >$1M, Unknown
      • Which of these downstream costs worry you most when molecular results lag? Options: Longer length of stay, Inappropriate antimicrobials, ICU escalation, Readmissions, Regulatory/quality exposure, Other
      • How much visibility does finance or hospital leadership have into the clinical value of faster molecular testing? Options: Clear and supportive, Some awareness, mixed support, Limited understanding, No visibility
      • Have you tried to build an ROI case before? What was the result and what stopped it gaining momentum?
      • If budget were a clear yes, what would you immediately invest in (instrument, staffing, assays, LIS work, validation support)? Options: New instrument(s), Additional staff/training, Expanded assay panels, Automation/robotics, LIS integration work, Validation/consulting support

      Who’s Really Driving the Decision (And Who Will Be Affected)

      • Who could derail this project if they don’t see clear value—and why might they push back?
      • Which stakeholder groups must sign off before procurement and deployment? Options: Lab leadership, Hospital/health system finance, Clinical leaders (ID/ED/ICU), IT/LIS, Facilities, Supply chain/procurement
      • How aligned are those stakeholders today on priorities (clinical speed, cost containment, assay breadth, automation)? Options: Fully aligned, Mostly aligned with some differences, Significant misalignment, Unknown
      • What stories or evidence most persuade your CFO versus your clinical leads (e.g., case studies, cost per case, TAT improvements, peer benchmarks)? Options: Cost per test models, Clinical outcome data, Peer hospital case studies, Vendor validation studies, Operational efficiency metrics, Other
      • Who will be the day‑to‑day owner of validation and clinical acceptance once instruments arrive?
      • If we helped prepare tailored materials for each stakeholder (finance one‑pager, clinical outcomes brief, IT integration plan), which three would be most useful to you?

      What Would Faster, Smarter Testing Actually Change?

      • Imagine your team is consistently hitting the TAT and sensitivity targets clinicians need—what tangible differences happen in patient care?
      • Which outcome matters most for your clinicians: speed to actionable result, breadth of detectable pathogens, or analytical certainty? Options: Speed to actionable result (TAT), Breadth of assay menu, Analytical sensitivity/specificity, All equally important, Other
      • What are realistic target metrics for your lab in the next 6–12 months? Select all that apply. Options: TAT <1 hour for acute panels, TAT <4 hours for routine panels, Analytical sensitivity improvement, Reduce hands‑on time by ≥30%, Eliminate routine send‑outs, Other
      • How will you measure clinical impact (length of stay, antimicrobial days, time to therapy, readmissions)? Which one will convince clinicians? Options: Length of stay, Time to appropriate antibiotic, ICU transfers avoided, Readmission reduction, Antimicrobial stewardship metrics, Other
      • What would success look like to you in a one‑page summary you could show leadership?

      What Would Adoption Take—Really?

      • What internal constraints make you doubt that a new platform would be fully adopted (staffing, training time, space, culture)?
      • Which training model appeals most given your staff profile—intensive on‑site training, train‑the‑trainer, or staged remote support? Options: On‑site intensive, Train‑the‑trainer, Staged remote + on‑site, Self‑paced eLearning, Other
      • How comfortable is your team with molecular workflows today (sample prep, QC, troubleshooting, data review)? Options: Very comfortable, Somewhat comfortable, Limited experience, No experience
      • Which change has historically been the hardest for your lab to sustain after go‑live (process adherence, QC discipline, reagent inventory management, LIS results handling)? Options: Process adherence, QC discipline, Inventory management, LIS/results handling, Other
      • If we committed to a targeted enablement plan, what guarantees or milestones would make you feel confident to proceed?
      • Who on your team would be the primary super‑user or champion we should train first?

      Validation & Risk: What Would Make You Sleep Better?

      • What validation requirements or regulatory expectations are non‑negotiable for your lab to accept a new assay or platform? Options: Analytical sensitivity/specificity data, Method comparison with current standard, Clinical concordance, Interference/cross‑reactivity studies, Full verification protocol documentation, Other
      • How much of the validation burden do you expect the vendor to own versus your team? Options: Vendor handles most, Shared responsibility, Lab handles most, Undecided
      • How many validation samples and of what types would you realistically be able to source in the first 30–90 days? Options: Sufficient clinical positives/negatives, Limited positives, plenty negatives, Mostly contrived specimens, Unable to source—need vendor assistance
      • What documentation and sign‑offs does your quality team require to accept clinical use (traceable SOPs, QC plan, training records, validation summary)? Options: SOPs, QC plan, Training records, Validation summary report, PQA/peer review sign‑off, Other
      • Which validation timelines feel realistic given your workload—30 days, 60 days, 90 days, or longer? Options: 30 days, 60 days, 90 days, >90 days
      • What would be your biggest fear during validation (clinician distrust, failed concordance, lack of specimens, staffing burnout)?

      Next Steps That Feel Doable

      • If we agreed on a small pilot, what would a minimally acceptable pilot look like to you (scope, duration, metrics)?
      • Which of these immediate barriers would block a pilot from starting in the next 60 days? Options: Budget approval, Specimen access for validation, IT/LIS scheduling, Staff availability, Space/utility constraints, None of the above
      • How would you prioritize our support to make the pilot successful: validation paperwork, training, specimen sourcing, or IT integration? Options: Validation paperwork, Training/on‑site support, Specimen sourcing, IT/LIS integration, Other
      • Realistically, when could your team commit time to a discovery workshop or on‑site readiness assessment? Options: This week, Next 2 weeks, Within a month, 2–3 months, Undetermined
      • What would make you say yes to a vendor‑led validation package in a single sentence?
  7. Success

    Review outcomes against success metrics, capture lessons learned, and maintain a shared channel for issues and enhancements.

    Success Reviews

    • Success Metrics Review
    • Lessons Learned & Root Cause Workshop
    • Issue Triage & Shared Channel Governance
    • Enhancement Roadmap & Prioritization
    • Operational Sustainment & Customer Success Handoff

    Issues & Enhancements

    • Agree a lightweight governance process for future change requests and roadmap updates.
    • Identify a single source-of-truth KB location and migrate relevant artifacts there; grant access to stakeholders.
    • Inventory of Current Open Issues
    • Create and activate a shared communication channel with clear access, rules, and naming conventions.
    • Agree a triage flow and SLA matrix so incidents are handled consistently and predictably.
    • Ensure integration between the shared channel and formal ticketing/reporting for auditability.
    • Create the shared channel and invite agreed participants; post access and governance notes.
    • Publish the triage matrix and SLA table inside the channel and link to ticketing system procedures.
    • Configure automated reporting (weekly digest) of open/closed/high-severity incidents to stakeholders.
    • Consolidate Enhancement Requests
    • Produce a prioritized backlog of enhancements with clear impact assessments and owners.
    • Align on which items the vendor will commit to, estimated timelines, and which require customer pilot validation.
    • Welcome & Objectives
    • Publish the prioritized enhancement backlog with impact/effort scoring and assigned owners.
    • Schedule pilot projects for priority items, including sample/validation plans and success metrics.
    • Document roadmap commitments and share expected delivery windows with stakeholders.
    • Support & Service Model Review
    • Confirm a sustainment plan that covers supplies, service, training, and QC to keep the system delivering agreed outcomes.
    • Designate operational owners on both customer and vendor sides and set a regular review cadence keyed to KPIs.
    • Ensure reagent forecasting and contract mechanics are in place to avoid supply interruptions.
    • Finalize and sign-off on the sustainment plan including service schedule, reagent forecast, and training calendar.
    • Assign ongoing Customer Success owner and create the invite for the first Quarterly Business Review (QBR) with KPIs.
    • Set up the QC/validation calendar in the shared channel and assign owners for documentation and evidence retention.
    • Confirm which success criteria have been met and which require remediation or extended monitoring.
    • Assign clear owners and deadlines for any remediation actions and metric owners for ongoing tracking.
    • Agree on evidence required for final acceptance sign-off or partial acceptance with remediation plan.
    • Deliver a consolidated performance report (operations, analytics, financials) to all stakeholders within 3 business days.
    • Assign metric owners for TAT, sensitivity, throughput, and cost; owners to declare remediation or monitoring plans within 7 days.
    • Schedule any required targeted deep-dive sessions (e.g., clinical outcomes, LIS reporting) with appropriate SMEs.
    • Pre-Work Summary & Framing
    • Document the factual lessons from deployment with objective evidence and timelines.
    • Define and prioritize corrective actions with named owners and target due dates.
    • Update operational playbooks and learning artifacts so future deployments avoid the same pitfalls.
    • Publish a 'Lessons Learned' report with RCA diagrams and assigned remediation owners within 5 business days.
    • Update or create SOPs and training materials tied to the agreed process changes.
    • Select Channel & Access Rules
    • Reagent & Inventory Forecasting
    • Impact Mapping
    • Recap of Agreed Success Criteria
    • Timeline Walkthrough
    • Root Cause Analysis (top 3 issues)
    • Operational Performance Review
    • Training & Competency Maintenance
    • Triage Workflow & Priority Matrix
    • Prioritization Exercise
    • SLA Targets and Escalation Path
    • Analytical & Clinical Performance
    • Identify Remediations & Process Changes
    • QC, Validation Maintenance & Regulatory Considerations
    • Roadmap Alignment & Timelines
    • Review Cadence & KPIs for Ongoing Success
    • Economic Outcomes
    • Integration with Ticketing and Reporting
    • Knowledge Base & Handoff Documentation
    • Pilot & Validation Planning
    • Gap Analysis & Root Cause Hits
    • Decisions & Next Steps
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