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[[File:Jimmy Panetta meeting with Office of the Special Inspector General for Afghanistan Reconstruction.jpg|right|350px]]Before contacting LIMS vendors, your lab should first be considering a few business matters and asking important questions about how to approach LIMS acquisition. A natural starting point is reviewing the lab's overall mission statement and business goals. How does acquiring or upgrading a LIMS help accomplish the mission and goals? As we'll see in the next section, a well-implemented LIMS provides many benefits, including improving accuracy, quality, and security of laboratory data and workflows. Your business' mission and goals likely already enshrine some of those ideals. Beyond that, your lab's acquisition team should make a few additional considerations before contacting LIMS vendors.
[[File:Insitu ICOMC2.jpg|right|400px]]As you and your lab contact vendors and begin discussions about their solutions, there are two primary questions to ask at the outset:


1. ''Acquisition and long-term maintenance budget'': Your lab's budget is, by all rights, a huge consideration when shopping for a new or replacement cannabis testing LIMS. That budget is driven by a number of factors, some of them perhaps out of the acquisition manager's control. At the heart of budgeting for a LIMS, however, will be two questions: what do you need the LIMS to do, and how many users will be simultaneously logged into the system? These two critical factors are addressed in the next section about acquisition and licensing. Yet other questions may also need to be asked. Does the budget take into account long-term maintenance and support for the system? If you'll be hosting it locally, will you have the budget for IT support and hardware? What sort of training and data migration costs do you anticipate? This is all to say that an initial budget figure may not do justice to the realities of your situation. Some preliminary scouting of the differences between a self-hosted, license-based LIMS and a cloud-hosted, software as a service (SaaS) LIMS in relation to your current IT infrastructure and staff knowledge may be required, as well as deeper considerations into the long-term costs of system ownership.<ref name="RundleHowMuch19">{{cite web |url=https://worthwhile.com/insights/2017/09/11/software-long-term-costs/ |title=How Much Does Custom Software Cost in the Long Run? |author=Rundle, D. |work=Worthwhile |date=14 May 2019 |accessdate=07 July 2021}}</ref>
1. What do I want their LIMS to do for me?


2. ''Diversification of testing services'': Previously discussed in Chapter 3, be sure to address how diversified your offered services are or may eventually be. If you are an existing lab working with environmental testing, for example, does your current laboratory informatics system have the flexibility to add cannabis-related tests, protocols, and workflows? Will you be doing the footwork to add them, or will the vendor of your system support you in that effort? If you're a start-up, will your lab be focusing solely on cannabis testing and expand into other markets later, or will your test menu be broader? In most of these cases, you'll be desiring a LIMS that is flexible enough to allow for not only the testing of cannabis materials with ease, but also the expansion of your testing services into other markets as painlessly as possible. Having the ability to create and customize [[Sample (material)|sample]] registration screens, test protocols, labels, reports, specification limit sets, measurement units, and substrates/matrices while being able to interface with practically most any instrument and software system required will go a long way towards making your multi-market workflows run as smooth as silk.
2. How does their solution fit into our previously discussed budget?


3. ''In-house knowledge'': Your lab will want to consider what in-house knowledge and experience exists concerning how laboratory informatics fits into your cannabis testing lab. Does your lab have any personnel with direct experience implementing a data management system on local hardware? In the cloud? What about configuring software to match your workflows? Some labs may find they have a wealth of analytical knowledge and experience in the lab, but not a whole lot of practical informatics experience. This lack of informatics knowledge can be made up partially by choosing a quality vendor willing to patiently work with you and your designated personnel to get it right. However, it'll be your responsibility to confirm how much hand-holding the vendor will do, and what experiences they have with prior clients. (You may want to ask potential vendors for reference clients you can speak with to gain their feedback on the implementation experience.) In some cases, it may even make sense to consider working temporarily with an informatics consultant well versed in the industry.<ref name="Rundle12Quest19">{{cite web |url=https://worthwhile.com/insights/2017/10/12/software-consultant/ |title=12 Questions to Ask Before Hiring a Software Consultant |author=Rundle, D. |work=Worthwhile |date=15 May 2019 |accessdate=07 July 2021}}</ref><ref name="Forbes15Things17">{{cite web |url=https://www.forbes.com/sites/forbestechcouncil/2017/08/02/15-things-every-business-should-consider-before-buying-enterprise-software/ |title=15 Things Every Business Should Consider Before Buying Enterprise Software |author=Forbes Technology Council |work=Forbes |date=02 August 2017 |accessdate=07 July 2021}}</ref> (See Chapter 6 for some representative examples of such consultants.)
The answer to the first question is largely the same as most other kinds of labs. The system should provide clearly definable benefits to how you operate your cannabis testing laboratory. As discussed, these expected benefits should tie in with your overall business mission and goals. What follows are a few examples of the benefits any well-developed LIMS can provide to a lab. Whenever you go through the discovery process with a vendor, you'll be asking how their system provides these and other benefits through its functionality. A quality LIMS can provide<ref name="McLelland98">{{cite web |url=http://www.rsc.org/pdf/andiv/tech.pdf |archiveurl=https://web.archive.org/web/20131004232754/http://www.rsc.org/pdf/andiv/tech.pdf |format=PDF |title=What is a LIMS - a laboratory toy, or a critical IT component? |author=McLelland, A. |publisher=Royal Society of Chemistry |page=1 |date=1998 |archivedate=04 October 2013 |accessdate=07 July 2021}}</ref><ref name="SciCompRisksBens">{{cite journal |title=Industry Insights: Examining the Risks, Benefits and Trade-offs of Today’s LIMS |journal=Scientific Computing |author=Joyce, J.R. |issue=January/February 2010 |pages=15–23 |year=2010}}</ref>:


4. ''In-house buy-in of LIMS adoption'': Ensure executive management is fully on-board with LIMS acquisition and use, as well as any reasons given for how the LIMS will support the lab's stated mission and goals. Like a commitment to [[cybersecurity]], a laboratory that has leadership buy-in of a business goal-supported information management system will find it easier to "institutionalize" its adoption and use as a priority, as well as receive financial support for the system and its maintenance. And if employees see strong buy-in from leadership, they may be more inclined to put in the effort to learn how to use the system and use it to its fullest potential.<ref name="NARUCCyber18">{{cite web |url=https://pubs.naruc.org/pub/8C1D5CDD-A2C8-DA11-6DF8-FCC89B5A3204 |format=PDF |title=Cybersecurity Strategy Development Guide |author=Cadmus Group, LLC |publisher=National Association of Regulatory Utility Commissioners |date=30 October 2018 |accessdate=07 July 2021}}</ref><ref name="AshfordGetThe15">{{cite web |url=https://hbr.org/2015/01/get-the-boss-to-buy-in |title=Get the Boss to Buy In |author=Ashford, S.J.; Detert, J.R. |work=Harvard Business Review |date=January 2015 |accessdate=07 July 2021}}</ref>
* increased accuracy: the minimization or elimination of transcription and other errors;
* streamlined processes: ensuring each process step in a protocol/method is completed in the proper order, with all requirements met, updating sample statuses automatically;
* automation: integration with instruments, allowing for automatic uploading of samples and returning of results;
* regulatory and standards compliance: functionality that aids with compliance, including reporting results to state and local authorities;
* data security: role-based, configurable, secure access to data, processes, reporting, etc.;
* flexible reporting: reporting tools that allows for the design and generation of certificates of authority and other reports to lab- and regulation-based specs;
* instant data retrieval: query tools for finding data instantly according to any criteria (date range, test, product type, etc.); and
* configurability and cost-effectiveness: a user-configurable system (as opposed to hard-coded, requiring development for any modifications) that is flexible enough to adapt to rapid changes in test volume and type over time, without breaking the bank.


5. ''Pre-planning for vendor interaction'': Pre-plan what your approach to any vendor you talk with will be. Determine what important questions should be asked both internally and with each and every vendor you make first contact with. Does the vendor communicate clearly, listen to what you have to say, and give you an opportunity to ask questions? What are their contract procedures, and does a given contract provide a clear upgrade path in the future? How strong is the vendor's short- and long-term product roadmap, and does it match with your long-term goals? Can the vendor complete a security audit of the solution? Will the vendor give you a full-feature demonstration of the software using data similar to your cannabis testing business? Is the vendor open to providing active client references for you to to contact? How ready is the vendor to respond to regulatory changes that affect the use of their cannabis testing solution?<ref name="Forbes15Things17" /><ref name="SchomakerRead19">{{cite web |url=https://www.inteltech.com/blog/20-questions-to-ask-when-buying-erp-software/ |title=Read This Before You Sign on the Dotted Line! 20 Questions to Ask When Buying ERP Software |author=Schomaker, L. |work=Intelligent Technologies Incorporated Blog |date=13 June 2019 |accessdate=07 July 2021}}</ref>
Addressing the second question concerning budget is more difficult, as a cannabis testing LIMS comes in all kinds of price ranges. How are you supposed to judge if the system, as priced, is appropriate for your lab and its budget? Know that there are some basic cost realities associated with LIMS acquisition<ref name="CSolsHowMuch17">{{cite web |url=https://www.slideshare.net/CSolsInc/how-much-does-a-lims-cost-licensing-and-beyond-pittcon-2017-tech-talk |title=How Much Does a LIMS Cost? Licensing and Beyond |author=Rosenberg, H.J. |work=SlideShare |date=28 March 2017 |accessdate=07 July 2021}}</ref><ref name="CSolsSaving18">{{cite web |url=https://www.csolsinc.com/blog/saving-costs-with-lims/ |title=Saving Costs with LIMS |publisher=CSols, Inc |date=25 October 2018 |accessdate=07 July 2021}}</ref>, which will help you understand where the vendor price comes from, and how it figures into your lab's budget.
 
:1. Vendor pricing is generally based on how many will be using the LIMS. This can be measured in concurrent users (how many will be using the LIMS at any one time) or named users (the number of total users who will ever use the LIMS, by name). Additionally, cannabis testing LIMS vendors increasingly offer the option of a cloud-hosted subscription, which of course has the advantage of not requiring  your own IT department, and allowing labs to defray cost over time, with little or no actual license fee. Think about your usage strategy and choose the pricing format that makes the most sense for you.  
 
:2. Most costs are related to the work involved with installing, configuring, and migrating data to the LIMS. Try to choose a solution that has what you need out of the box, as much as possible. The more customized or unique options you ask for up-front, the more it tends to cost, as extra items are a function of the time it takes developers to add them.
 
:3. "User-configurable" beats "vendor-configurable" on cost-effectiveness. Many LIMS vendors offer a free or low-cost option, but don't be fooled. They are in business to make money, and they are counting on the fact that you'll need to pay them to make things work, add necessary functionality, and provide support and training. If you can find a vendor who offers a genuinely user-configurable LIMS, and whose manuals and other support materials are clearly helpful and available so that you can adjust things the way you want, when you want, then that will go a long way toward budget efficiency and longevity.
 
:4. Additional interfaces and reporting requirements cost money. If necessary, consider phasing in any additional instrument and software interfaces over time, as revenue eases cash flow. You can go live with your LIMS operations more quickly, entering results manually until you can afford to interface your instruments one-by-one. This goes for reports as well; a simple reporting module that meets regulatory requirements will do. You can make your reports and [[Certificate of analysis|certificates of analysis]] (COAs) more attractive later.
 
Ideally, your budget has room for roughly $40- to $80,000 minimum (including setup, training, interfaces, etc.) for a decent, bang-for-your-buck professional LIMS, with $300 to $900 per month (depending on number of users) for ongoing subscriptions. At around five concurrent users, the economics start to favor purchasing perpetual licenses rather than paying for a subscription. Purchased licenses will also entail ongoing annual or monthly costs as well (e.g., maintenance, support, warranty for updates etc.) Subscriptions (if available) are generally aimed at smaller labs. If you will be growing and scaling up, it may be a great way to get started, but make sure you have the option to switch to perpetual licenses later.
 
'''Additional considerations'''
 
In addition to those two primary questions, you'll want to make a few more acquisition-related considerations when working with vendors. First, can the vendor provide a full demonstration of their software, addressing your own requirements at the same time? You likely are familiar with all of your lab's or potential lab's processes and methods, as well as the regulations that drive them, but that doesn't mean you necessarily have a full understanding of how a cannabis testing LIMS fits in to those processes and methods. That's where a knowledgeable and prepared vendor steps in. A quality developer already generally understands your kind of lab but will ask you a lot of questions about exactly how you do things. It's the exceptions that need catering to. Sitting in on a live, interactive demo that can be recorded—so you can review and share it with others later—is a great context for exploring how the LIMS performs the functions your lab requires. Being live, you can also see just how it performs in real time, and you can ask as many hypotheticals as you like. That kind of scenario can go a long way towards giving you a real feel for its suitability. Additionally, both you and the vendor can gain a concept of budget and how the LIMS fits with it, based on what your lab does, what you want the LIMS to do, and how it is implemented.<ref name="HammerHowTo19">{{cite web |url=https://www.striven.com/blog/erp-software-demo |title=How to Get the Most Value from an ERP Software Demo |author=Hammer, S. |work=The Takeoff |date=27 June 2019 |accessdate=07 July 2021}}</ref>
 
Second–after the demo—you should consider developing your requirements list or specification. By proceeding with this after the demo, a common error is avoided: too often labs think the first thing they must do is create a requirements list, then sit back and let the LIMS vendors tell them how they meet it. As mentioned earlier, even though they understand their processes, most labs don't have as strong a grasp on the informatics portion. Participating in a demo before creating the requirements list—or having only a minimal yet flexible requirements list during the demo—is a great way to later plug in the LIMS features you have seen demonstrated to your lab's processes and needs.<ref name="HammerHowTo19" /> After all, how can you effectively require cannabis testing LIMS functions if you don't fully know what such a LIMS is capable of? As for making or expanding your requirements list or specification, you may wish to turn to the ''[[Book:LIMSpec for Cannabis Testing|LIMSpec for Cannabis Testing]]'', a specification document designed specifically to help vendors and buyers with the system requirements of a cannabis testing LIMS.
 
At this point you are much more equipped to create a requirements list or specification, which later becomes the contractual product set and scope of work (SOW) that represents the implementation of the LIMS you select.


==References==
==References==
{{Reflist|colwidth=30em}}
{{Reflist|colwidth=30em}}

Revision as of 18:23, 19 August 2021

Insitu ICOMC2.jpg

As you and your lab contact vendors and begin discussions about their solutions, there are two primary questions to ask at the outset:

1. What do I want their LIMS to do for me?

2. How does their solution fit into our previously discussed budget?

The answer to the first question is largely the same as most other kinds of labs. The system should provide clearly definable benefits to how you operate your cannabis testing laboratory. As discussed, these expected benefits should tie in with your overall business mission and goals. What follows are a few examples of the benefits any well-developed LIMS can provide to a lab. Whenever you go through the discovery process with a vendor, you'll be asking how their system provides these and other benefits through its functionality. A quality LIMS can provide[1][2]:

  • increased accuracy: the minimization or elimination of transcription and other errors;
  • streamlined processes: ensuring each process step in a protocol/method is completed in the proper order, with all requirements met, updating sample statuses automatically;
  • automation: integration with instruments, allowing for automatic uploading of samples and returning of results;
  • regulatory and standards compliance: functionality that aids with compliance, including reporting results to state and local authorities;
  • data security: role-based, configurable, secure access to data, processes, reporting, etc.;
  • flexible reporting: reporting tools that allows for the design and generation of certificates of authority and other reports to lab- and regulation-based specs;
  • instant data retrieval: query tools for finding data instantly according to any criteria (date range, test, product type, etc.); and
  • configurability and cost-effectiveness: a user-configurable system (as opposed to hard-coded, requiring development for any modifications) that is flexible enough to adapt to rapid changes in test volume and type over time, without breaking the bank.

Addressing the second question concerning budget is more difficult, as a cannabis testing LIMS comes in all kinds of price ranges. How are you supposed to judge if the system, as priced, is appropriate for your lab and its budget? Know that there are some basic cost realities associated with LIMS acquisition[3][4], which will help you understand where the vendor price comes from, and how it figures into your lab's budget.

1. Vendor pricing is generally based on how many will be using the LIMS. This can be measured in concurrent users (how many will be using the LIMS at any one time) or named users (the number of total users who will ever use the LIMS, by name). Additionally, cannabis testing LIMS vendors increasingly offer the option of a cloud-hosted subscription, which of course has the advantage of not requiring your own IT department, and allowing labs to defray cost over time, with little or no actual license fee. Think about your usage strategy and choose the pricing format that makes the most sense for you.
2. Most costs are related to the work involved with installing, configuring, and migrating data to the LIMS. Try to choose a solution that has what you need out of the box, as much as possible. The more customized or unique options you ask for up-front, the more it tends to cost, as extra items are a function of the time it takes developers to add them.
3. "User-configurable" beats "vendor-configurable" on cost-effectiveness. Many LIMS vendors offer a free or low-cost option, but don't be fooled. They are in business to make money, and they are counting on the fact that you'll need to pay them to make things work, add necessary functionality, and provide support and training. If you can find a vendor who offers a genuinely user-configurable LIMS, and whose manuals and other support materials are clearly helpful and available so that you can adjust things the way you want, when you want, then that will go a long way toward budget efficiency and longevity.
4. Additional interfaces and reporting requirements cost money. If necessary, consider phasing in any additional instrument and software interfaces over time, as revenue eases cash flow. You can go live with your LIMS operations more quickly, entering results manually until you can afford to interface your instruments one-by-one. This goes for reports as well; a simple reporting module that meets regulatory requirements will do. You can make your reports and certificates of analysis (COAs) more attractive later.

Ideally, your budget has room for roughly $40- to $80,000 minimum (including setup, training, interfaces, etc.) for a decent, bang-for-your-buck professional LIMS, with $300 to $900 per month (depending on number of users) for ongoing subscriptions. At around five concurrent users, the economics start to favor purchasing perpetual licenses rather than paying for a subscription. Purchased licenses will also entail ongoing annual or monthly costs as well (e.g., maintenance, support, warranty for updates etc.) Subscriptions (if available) are generally aimed at smaller labs. If you will be growing and scaling up, it may be a great way to get started, but make sure you have the option to switch to perpetual licenses later.

Additional considerations

In addition to those two primary questions, you'll want to make a few more acquisition-related considerations when working with vendors. First, can the vendor provide a full demonstration of their software, addressing your own requirements at the same time? You likely are familiar with all of your lab's or potential lab's processes and methods, as well as the regulations that drive them, but that doesn't mean you necessarily have a full understanding of how a cannabis testing LIMS fits in to those processes and methods. That's where a knowledgeable and prepared vendor steps in. A quality developer already generally understands your kind of lab but will ask you a lot of questions about exactly how you do things. It's the exceptions that need catering to. Sitting in on a live, interactive demo that can be recorded—so you can review and share it with others later—is a great context for exploring how the LIMS performs the functions your lab requires. Being live, you can also see just how it performs in real time, and you can ask as many hypotheticals as you like. That kind of scenario can go a long way towards giving you a real feel for its suitability. Additionally, both you and the vendor can gain a concept of budget and how the LIMS fits with it, based on what your lab does, what you want the LIMS to do, and how it is implemented.[5]

Second–after the demo—you should consider developing your requirements list or specification. By proceeding with this after the demo, a common error is avoided: too often labs think the first thing they must do is create a requirements list, then sit back and let the LIMS vendors tell them how they meet it. As mentioned earlier, even though they understand their processes, most labs don't have as strong a grasp on the informatics portion. Participating in a demo before creating the requirements list—or having only a minimal yet flexible requirements list during the demo—is a great way to later plug in the LIMS features you have seen demonstrated to your lab's processes and needs.[5] After all, how can you effectively require cannabis testing LIMS functions if you don't fully know what such a LIMS is capable of? As for making or expanding your requirements list or specification, you may wish to turn to the LIMSpec for Cannabis Testing, a specification document designed specifically to help vendors and buyers with the system requirements of a cannabis testing LIMS.

At this point you are much more equipped to create a requirements list or specification, which later becomes the contractual product set and scope of work (SOW) that represents the implementation of the LIMS you select.

References

  1. McLelland, A. (1998). "What is a LIMS - a laboratory toy, or a critical IT component?" (PDF). Royal Society of Chemistry. p. 1. Archived from the original on 04 October 2013. https://web.archive.org/web/20131004232754/http://www.rsc.org/pdf/andiv/tech.pdf. Retrieved 07 July 2021. 
  2. Joyce, J.R. (2010). "Industry Insights: Examining the Risks, Benefits and Trade-offs of Today’s LIMS". Scientific Computing (January/February 2010): 15–23. 
  3. Rosenberg, H.J. (28 March 2017). "How Much Does a LIMS Cost? Licensing and Beyond". SlideShare. https://www.slideshare.net/CSolsInc/how-much-does-a-lims-cost-licensing-and-beyond-pittcon-2017-tech-talk. Retrieved 07 July 2021. 
  4. "Saving Costs with LIMS". CSols, Inc. 25 October 2018. https://www.csolsinc.com/blog/saving-costs-with-lims/. Retrieved 07 July 2021. 
  5. 5.0 5.1 Hammer, S. (27 June 2019). "How to Get the Most Value from an ERP Software Demo". The Takeoff. https://www.striven.com/blog/erp-software-demo. Retrieved 07 July 2021.