CAPA  Archives - Honeywell LIFE SCIENCES Fri, 11 Jul 2025 16:19:49 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 ABF-Pharmazie’s Journey with TrackWise Quality, Document and Training Management https://www.spartasystems.com/resources/abf-pharmazie-journey-with-trackwise-quality/ Thu, 03 Jul 2025 10:27:38 +0000 https://www.spartasystems.com/?post_type=resources&p=22926 Hear why ABF-Pharmazie selected TrackWise to manage their Quality, Document and Training Management.

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“ABF-Pharmazie aims to work paperless in their processes and thus, TrackWise Digital fits quite well in this digital strategy. We knew that we set up GMP compliant processes when we chose TrackWise Digital.”

Julia Cieplik, Deputy Head of QA and TrackWise Digital System Administrator, ABF-Pharmazie



About ABF-Pharmazie

Headquartered: Vienna, Austria
Industry: Pharmaceuticals, Biotechnology, Life Sciences
Website: abf-pharmazie.de

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Voice of Customer: Suruchi Sharma, Regional Quality Manager @ Abbott | Experience with TrackWise Quality https://www.spartasystems.com/resources/voice-of-customer-suruchi-sharma-abbott/ Thu, 16 Jan 2025 18:34:36 +0000 https://www.spartasystems.com/?post_type=resources&p=21608 "They understand what we need, and they come up with a solution to that."

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TrackWise solves a lot of problems that we have. Having an integrated quality management system, at the same time good reporting structure, good dashboards, and query management in such a way that we can get answers to all our metrics and management reviews. They understand what we need, and they come up with a solution to that.”

Suruchi Sharma, Regional Quality Manager – Abbott

About Abbott

  • Employees: 1,14,000
  • Revenue: $40.1 billion
  • Headquartered: Illinois, U.S.
  • Industry: Pharmaceuticals, Medical Devices, Healthcare
  • Website: abbott.com
  • Source: Wikipedia

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Voice of Customer: Jagdish Meghrajani, Senior Manager IT @ Zydus, | Digital Transformation Journey with TrackWise QMS https://www.spartasystems.com/resources/customer-testimonial-zydus-it/ Thu, 16 Jan 2025 18:25:51 +0000 https://www.spartasystems.com/?post_type=resources&p=22598 "TrackWise helped us to implement all the modules easily along with required IT infrastructures and helped us to harmonize the process across sites."

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TrackWise helped us to implement all the modules easily along with required IT infrastructures and helped us to harmonize the process across sites.”

Jagdish Meghrajani, Senior Manager IT – Zydus

About Zydus

Revenue: $2.3 billion
Headquartered: Gujarat, India
Industry: Pharmaceuticals, Life Sciences
Website: zyduslife.com
Source: Wikipedia

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Increasing CAPA Effectiveness via Investigation Methods and Current Technology https://info.spartasystems.com/WBN-Increasing-CAPA-Effectiveness_1.html Wed, 17 Jan 2024 23:40:08 +0000 https://www.spartasystems.com/?post_type=resources&p=21149 In this video, we discuss best practices for conducting thorough investigations and root cause analysis, implementing effective corrective actions to prevent recurrence, and leveraging technology to improve your CAPA process and reduce manual effort.

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Uncovering the Root Cause https://info.spartasystems.com/HCLS-HCE-22-EB-RootCause-WEB_LP-Form.html Tue, 16 Jan 2024 22:23:19 +0000 https://www.spartasystems.com/?post_type=resources&p=21085 This eBook will provide an overview of obtaining a holistic, predictive and proactive CAPA system to foster improvements continuously.

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CAPA Management: Technology to the Rescue  https://www.spartasystems.com/resources/capa-management-technology-to-the-rescue/ Tue, 18 Apr 2023 14:20:03 +0000 https://www.spartasystems.com/?post_type=resources&p=12223 If you have been struggling with corrective and preventive action (CAPA) management, it’s possible there is a tech solution that will lift the burden.

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If you have been struggling with corrective and preventive action (CAPA) management, it’s possible there is a tech solution that will lift the burden. CAPA technology helps streamline the process by automating many of the manual tasks involved in the corrective action process.  

For example, it can automate the following tasks: 

  • Issue Tracking: It can provide a centralized repository for tracking quality issues, allowing teams to see the status of corrective actions and prioritize their efforts. 
  • Workflow Management: CAPA technology can automate the workflow of the corrective action process, from the identification of an issue to the implementation of the corrective action and follow-up. This helps to ensure that all steps are taken in a timely manner and that nothing falls through the cracks. 
  • Notifications and Reminders: Software can send automated notifications and reminders to relevant stakeholders, ensuring that everyone is aware of their responsibilities and deadlines. This helps to keep the corrective action process moving forward and reduces the risk of delays. 
  • Data Collection and Analysis: CAPA tech solutions can automate the collection and analysis of data, such as production data, customer complaints, and field returns. This data can be used to identify potential quality issues and ensure that corrective actions are taken in a data-driven, evidence-based manner. 
  • Verification and Validation: It can automate the follow-up and verification process, ensuring that corrective actions have been effective in preventing the issue from recurring. 

By automating these tasks, CAPA technology helps to reduce the time and resources required to complete the corrective action process, making it more efficient and effective. This allows quality managers to focus on more strategic tasks, such as analyzing data and developing continuous improvement initiatives. Additionally, the centralized repository and real-time data provided by CAPA technology can help organizations to make informed, data-driven decisions about their quality management processes. 

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The Elements of a Successful CAPA Process https://www.spartasystems.com/resources/qms-capa-process-closed-loop/ Fri, 14 Apr 2023 15:43:00 +0000 https://www.spartasystems.com/?post_type=resources&p=12733 To date, the most widely-used and effective process for ensuring safety and quality management is a closed-loop corrective action and preventive action system (CAPA).

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In today’s increasingly regulated business environment, the need to investigate and track quality-related events remains a crucial factor in the day-to-day manufacturing operations of organizations. To date, the most widely-used and effective process for ensuring safety and quality management is a closed-loop corrective action and preventive action system (CAPA).

Successful CAPA management ensures that any quality control issues that appear unexpectedly in the manufacturing process can be addressed quickly and efficiently, with new or revised processes implemented to ensure that these issues are minimized and corrected elsewhere where the same conditions may exist. But many organizations have not yet adopted an effective CAPA process. In fact, many are still using manual tools like spreadsheets and paper-based systems to manage and track CAPAs.

Let’s explore the needs and effectiveness of CAPA and the elements prevalent in a successful system.

Addressing Quality Issues and Incidents

Regardless of industry, professionals must always maintain a manufacturing environment that is free of any potentially damaging pollutant, contaminant or impurity that may result in a flawed or even harmful product.

Quality issues and incidents can become even more of a challenge when government regulations are introduced.

Minimizing Risk and Meeting Compliance

The importance of minimizing risk and ensuring compliance with regulatory issues while upholding an efficient and profitable operation is a balance companies continue to seek, and many are able to do so.

But despite organizations’ best efforts to implement processes and systems for maintaining control over the manufacturing environment, it’s impossible to ensure that incidents never happen. When these incidents do inevitably arise, it’s vital that companies be prepared to deal with them as quickly as possible.

Closed-Loop CAPA Management Transforms the Process

This is where CAPA management emerges as an essential process. In theory, CAPA management should be the hub of an organization’s quality management initiatives. It should allow an organization to log events and problems, investigate these events and problems to determine root cause, propose corrective and preventive action plans to ensure that issues are anticipated and become a non-issue for the future, and measuring the effectiveness to ensure the root cause has been eliminated.

This kind of system usually involves an approach that includes a holistic quality management solution for tracking these issues and enabling efficient handling. 

The Building Blocks of Effective CAPA

A closed-loop CAPA management system can effectively reduce an organization’s quality issues. There are five elements of effectively managing corrective actions:

  • Create a centralized CAPA system
  • Implement electronic incident tracking
  • Discover, define and execute corrective action
  • Use CAPA for continuous improvement
  • Measure and report

We detail each of these steps in our eBook, “Taking the Burden out of Corrective and Preventive Action.” Read more to learn how you can start transforming your CAPA process.

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3 Ways the CAPA Process is Like Preparing for the Big Game  https://www.spartasystems.com/resources/3-ways-the-capa-process-is-like-preparing-for-the-big-game/ Wed, 08 Feb 2023 19:19:05 +0000 https://www.spartasystems.com/?post_type=resources&p=11950 What do football and corrective and preventive action (CAPA) have in common? More than you may think. As the Philadelphia Eagles and the Kansas City Chiefs prepare for this weekend’s big game, let’s consider how the CAPA process in quality management can be compared to these teams’ game strategy.   In both football and quality...

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What do football and corrective and preventive action (CAPA) have in common? More than you may think. As the Philadelphia Eagles and the Kansas City Chiefs prepare for this weekend’s big game, let’s consider how the CAPA process in quality management can be compared to these teams’ game strategy.  

  1. Assessment: Just as these teams evaluate their performance after each game and make changes to improve for the showdown on Sunday, a quality management team assesses their quality performance and implements corrective actions to improve and prevent future issues. 
  1. Structure: The Eagles and the Chiefs have a set of plays and strategies that they follow. Likewise, a successful CAPA process has a structured workflow and defined steps that are followed each time a quality issue arises. In addition, the coaches and players review their respective game footage to identify strengths and weaknesses, and make adjustments; similarly, a quality management team uses data and analysis to identify the root cause of quality issues and implement effective corrective actions. 
  1. Teamwork: Just as each team must work as a cohesive unit to execute their game strategy, a successful CAPA process requires collaboration and communication between different departments and stakeholders to ensure that corrective actions are taken quickly and effectively. 

In both football and quality management, the goal is to continuously improve and achieve success. This is possible by assessing performance, using data and analysis to make improvements and working as a team.  

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Flipping CAPA on its Head with Prevention and Understanding the True Root Cause https://www.spartasystems.com/resources/flipping-capa-on-its-head-with-prevention-and-understanding-the-true-root-cause/ Fri, 23 Sep 2022 11:45:26 +0000 https://www.spartasystems.com/?post_type=resources&p=10988 How can organizations leverage data to get it right the first time and what is the cost of not doing so? In the latest episode of Sparta’s special series, Shaping the Future of Quality, we discuss this with Kathleen Brunner, President and CEO of Acumen Analytics. Tune in to learn the true cost of not being digitally smart and learn how to get it right.

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“People have to change their thinking on CAPA. They can’t think that CAPAs are burdensome or take too much time. They have to see how powerful, how proactive this tool is and how it can shape the future of quality in your company.” 

Zillery Fortner, Product Advisor, QA/RA Life Sciences, Sparta Systems, a Honeywell company

Welcome to Forging Connections, a podcast from Honeywell about the convergence of IT and operational technology for industrial companies. We’ll talk about the future of productivity, sustainability, safety and cybersecurity. Let’s get connected.

Michelle Dawn Mooney (00:20):

Hello and welcome to Forging Connections, a Honeywell podcast. This is another installment of the series, Shaping the Future of Quality. I am your host, Michelle Dawn Mooney, and I am thrilled to bring on our two guests. We’re talking about flipping CAPA on its head with prevention and understanding the root cause. To bring more information to that topic, it is my pleasure to bring on Bethany Kearney. She is the Director of Enablement for Sparta Systems, a Honeywell company; and Zillery Fortner, who is product advisor, QA/RA, Life Science for Sparta Systems, a Honeywell company. Thank you both for joining me.

Zillery Fortner (00:54):

Thank you for having us.

Michelle Dawn Mooney (00:56):

So, before we dive right in, let’s get a little bio. Bethany, Zillery—can you give people a little bit of a background?

Bethany Kearney (01:03):

I’ll start with my bio. I’m a life sciences expert. I started in pharma and quality systems, in quality control specifically, and progressed through quality assurance in compliance roles. In clinical, in working with medical devices, I’ve worked with multiple quality systems across my over 15 years of experience and most recently joined Sparta in 2019. I help our customers move from TrackWise to TrackWise Digital, using SaaS solutions and offer my expertise in life sciences to really make sure that the customers get what they need. I most recently joined the services team as a Director of Enablement to make sure that they’re trained appropriately on our software as well.

Zillery Fortner (01:51):

And I am Zillery Fortner. I’m the Product Advisor for the QA/RA life sciences at Sparta Systems. I got my bachelor’s degree in Health Science from South University, and I have over 20 years of experience in the medical device arena related to quality assurance, regulatory affairs, surgical arena and JACHO. In addition, I also served 10 years in the military as a certified surgical tech. I’m actively involved in groups including RQA, RAPS, PDA and ASQ. That’s me in a nutshell.

Michelle Dawn Mooney (02:38):

Very, very lengthy resumes there. A lot of numbers Zillery you’ve got going on and I am really excited to have you both here because you obviously know a lot about the topic at hand. And before we get into that, I guess we could say this is kind of that old saying “an ounce of prevention is worth a pound of cure.” We never want problems to happen, but unfortunately they are often inevitable. And before we go into some ways to hopefully prevent them, let’s take a look at some examples and how costly they can be, not just from a monetary standpoint.

Zillery Fortner (03:10):

So, I can give an example from the medical device side on not looking at the preventive measures and not determining the true root cause of what was going on. We had some products that were constantly getting complaints. A CAPA was opened. There were nonconformances because the product wasn’t wearing well. It was a reusable medical device, like a gown you would wear in surgery to protect you during surgery. The gown would just rip. If it was repaired, patches wouldn’t stay on. They were supposed to last 100 lifecycles. So, it should have been able to be used a hundred times approximately. We were getting like 30 to 40 uses out of this when they would try to repair it, the barrier, which makes it a certain level gown would not meet those criteria anymore. Once we finally took the time to dig into truly what was going on, truly what was happening, we noticed that the complaints or the MDRs that were reported for safety with patients that they really stopped at a high level. They didn’t dig down deep to truly find out what was going on. It was human error, human error, human error. They didn’t inspect something right. They didn’t repair it right. It was never truly looked at, to see what was going on. And there wasn’t a global communication between the different facilities. There were multiple issues going on multiple times. It was closed with CAPA saying it was fixed. And when it actually came down to it, the true root cause was a chemical reaction. So, the chemical was reacting with the material, which degraded in, in the barrier and wouldn’t allow you to repair it. This could have saved millions of dollars if we would’ve just taken six months and done it right and truly, truly understood the problem.

Bethany Kearney (05:25):

I have an example like that from the pharma industry where human error was determined to be the root cause time and time again. The background is that it’s a similar kind of issue with the product itself, but the analytical staff was initially blamed for not mixing the product properly. So, there were OS results that were found and the root cause was determined to be human error, human error, human error. And it wasn’t until it went through manufacturing to the full OS investigation, and then they pushed it back to R&D and they figured out that our API in the product is inadequately distributed. So, it really mattered the way they were collecting the sample from the packaging itself. So, the affinity of the product to the packaging was the true root cause.

And there were numerous human error OS investigations prior to that. Finding the true root cause is very complex. It’s easy to blame a human. And if the firm is a hundred percent focused on metrics, then finding the true root cause is going to be very challenging because in some cases it is costly. But it’s much more costly to not know that true root cause. So, I understand that it’s a paradigm shift for organizations but putting in the time to do it right is really where the value is.

Michelle Dawn Mooney (07:04):

Yeah. Not just costly as we talked about from a monetary standpoint, obviously you mentioned millions of dollars there in that particular example, but just the time and the stress level of trying to figure that out and in hitting your head against the wall of why isn’t this working. I mean, that really takes its toll on your mental state as well. So, let’s move on to how we can reduce these issues to have better safety, better quality, and prevent these things from happening. Is that even possible?

Zillery Fortner (07:35):

It’s very possible. And it’s all about prevention. It’s all about constantly continually improving something. You know, when I look at myself every day, how can I make one improvement, one adjustment to make myself better. Right? You take that same mentality. There’s a simple thing that’s been out there for a while. It’s called plan, do, check, act (PDCA). You have to have support—or like you were saying, you would beat your head against the wall. If you have no support, no involvement from the key and the right stakeholders, you’re going to struggle. They have to promote quality, strong quality, and they have to prioritize improvement plans. And it also has to be cross-functional. Everything might sound great to me. It’s my fault. It’s my plan. Yeah, it’s perfect. But does it sound great to the other team members? To people that actually have to put this in place and not playing the blame game? When you look at CAPAs it’s very easy to point a finger. You can’t do that. You can’t blame Bethany for this problem. I, I really need to understand why it happened and fix it. And you also have to make sure that you’re ensuring what you fixed worked, and that doesn’t mean for a week. That means you kind of stand there and watch and make sure that this isn’t happening yet again, because if it’s happening again, you didn’t figure it out and you need to start over.

Bethany Kearney (09:08):

Yeah, that resonates a lot with me too. And I do want to dig in further with that effectiveness piece that you were just mentioning, because you really do need to ensure effectiveness, making sure that you not only have the right time allocated for an effectiveness check, but your sample size. And is that appropriate to identify when those failures occur? Don’t be so close minded to think that this can only happen for a single product. If it could be something that’s happening that you didn’t initially take into account in your CAPA, but it, it could be across your portfolio. So, yeah, I think one of the things that are challenging to the teams that I work with across different organizations is what to do when your CAPA is not effective. And what I would, what I guide them is don’t hesitate. Don’t delay opening a new CAPA.

You see that there’s a piece of your effectiveness check that failed. Then you don’t have your right root cause, or you didn’t appropriately respond in your actions. So, it’s okay to do it again. And I know there is a big metrics game, but if your effectiveness check didn’t go as expected then open a new CAPA, do new actions that are more meaningful as far as finding resolution to that true root cause. I do get pushback on that sometimes. So, I’m open to feedback on that. I guess the only other thing here is that culture piece that you mentioned with effectiveness checks, you make sure there happen and you have those right stakeholders involved because there is going to be bias. So, if it happens in your manufacturing site, at your lab and your team completed those CAPA actions, make sure you’re accounting for some of that bias. And everyone knows that you want things to work out great and do it right the first time. Sometimes it doesn’t happen. You have to be open to know that the effectiveness check might not pass, and you need to have that clear criteria in that effectiveness check. So, you trust, but you also need to verify.

Michelle Dawn Mooney (11:28):

Yeah, and effective being the key word, because if it’s only 50% or 75%, or even 95%, there’s still that 5% that’s going to come showing its ugly head in there and is, is going to be not what you want to have happen. So, let’s dive a little deeper into this. What specific elements are needed for an effective CAPA process?

Zillery Fortner (11:50):

On paper? This is easy. I mean, and Bethany can kind of dig into them further, but on paper there’s considered to be seven steps to a CAPA process. The first is identify—how did this happen? I’m identifying my problem. Next, I’m evaluating this. I’m basing this on data on history, on the impact of the problems, costs, quality, safety of customers. That’s huge to determine the risk. Then, number three is develop and investigate. Four, analyze the problem. Five, I create my action plan. Six, I implement it. Seven, analyzing the effectiveness. That’s our perfect seven steps to a CAPA. But you know, you have your companies, you have to believe in true quality. They have to promote this. They have to live and breathe these seven steps.

Bethany Kearney (12:52):

Yeah, it’s great that’s on paper. And we like to apply what’s on paper to our electronic systems too. And thanks for covering that, Zillery. I love that it’s the Greenfield’s perfect world version. And we do adapt our quality systems to what it could be. And of course, there’s the differences between pharma and medical device as well. So, I just wanted to kind of backtrack a little bit with the initiation part where some of the initial CAPA steps are determined, or perhaps your predecessor, like you’re out of specification investigation of a quality event or complaint that is capturing your initial information. So, you can expedite through those initial steps of your CAPA process, given that maybe some of that root cause is already determined and jump into CAPA planning and execution. In pharma, this is your typical use case for that, where your investigation step occurs on that initial event.

And what we see in the SaaS solution world is that those will be automated for your CAPA to really make those steps abbreviated so you can jump right into your action once your root cause is known. The other way that we see folks influencing the CAPA process and abbreviating it where possible, is using that Make CAPA Cool program from the MDIC group that was sponsored by the FDA and they’re creating this fast track CAPA. So that’s typically where the product is internally controlled, low risk issues that occur. So internally controlled, meaning didn’t escape to market. So, would it be a customer complaint? And they’re able to get through the process and sometimes justify not having an effectiveness check. So, there we’ve seen different adaptions on the CAPA process depending on risk. So, it’s pretty interesting and dynamic, although we have the regulatory requirements to push us to always to do the right thing and make sure that there isn’t recurrence where possible.

Michelle Dawn Mooney (15:05):

Let’s talk about the flip side for a moment, what happens when CAPA goes wrong? So, what factors contribute to basically the opposite of outcome of what we are hoping to see?

Bethany Kearney (15:19):

So, I see that where issues persist when the quality teams don’t conform or don’t confirm the root cause. So, they can’t address the root cause in the CAPA actions. They’re just not finding the true root cause. So that’s going back to our example with blaming people and this kind of mentality, or issue with the CAPA process that can cause catastrophic harm to a patient and to your product by issuing a recall and causing brand damage to your company. In the case where I talked about earlier, where human error was blamed, this was a major issue in the lab itself that caused people to go on the improvement plans. And they just wanted to leave the company because they knew they were doing it the right way. They were following the procedure and they were still being blamed for something that ended up being a product issue. And that really tarnishes their relationship and their trust with the company. And we’ve lost a lot of great talent from that.

Zillery Fortner (16:22):

And you also have smaller companies that won’t survive. Some of these major CAPAs that have been opened, not finding the true root cause, going through a recall, and suffering from brand damage. They just can’t bounce back like a larger company can. And some CAPAs are very simple and then some of them are very complex. It can be as simple as poor documentation, but then they can come to not tracking and tracing. Maybe you didn’t validate something, your effectiveness plan was poor and you continued, you used that thinking of “I already know the problem.” So, you didn’t look at it deeper. And I go back to the one with poor top management, the understanding true quality.

Michelle Dawn Mooney (17:16):

When we talk about CAPA, obviously every facet of what we’ve discussed here today, involved a lot of time. There’s thinking, there’s planning, there’s replanning, there’s trying to do problem solving repeatedly and bringing the cases up and closing them and bringing more cases up. It’s very, very time consuming. But what is the payoff for taking that time to make sure that CAPA is done right?

Zillery Fortner (17:44):

I think it’s always interesting when people understand how much a recall actually costs. And a recall is just one part of doing something wrong or, or not really truly understanding the problem. And it is a little hard to estimate, but McKinsey gave a statement last year that states a single recall process can cost up to 600 million dollars. We’re not including lawsuits, we’re not including legal. We’re just including fixing that situation. The medical device industry spends around 5 billion dollars a year on recalls. It is expensive. And this expense, we can’t ignore it because lives are literally at risk. Every minute that a defective product stays out on that market is another opportunity for somebody to be injured. I always tell people to think if that was your loved one, would you be quick to act, would you want to do this right? So, the payoff to get a CAPA right? I don’t think you can measure it. It’s huge. It might be time consuming in the beginning, but once you get on this cycle of plan, do, check, act and that continuous improvement, your CAPA should go down, right? You should just be preventing things, finding things you can always do better.

Bethany Kearney (19:25):

The numbers are startling, and I totally agree with you. Consider if that was a device that was implanted. So, I’m not sure how to put a price on sanity or a life for that matter. I guess from my experience, I wanted to just offer that there are so many hidden costs unless you’ve been through it. I was just astonished by all the intricacies and the steps of a recall. When I had to go through this process with the company I was with, where you have your receiving of the recall materials, your processing, you have another team processing refunds, you’re shipping your recalled material, you’re reconciling that material.

And then you have all these other complexities. If the material is DEA controlled well, who’s with it? And when you run out of space in your containment area you have to ship it somewhere for deconstruction. So, it’s very complex. And I can see how these figures are easily in that seven-figure range, just thinking downstream as well. If your inspection didn’t occur already and that might have attributed to why you’re having a recall, you better get ready because this is cause for shutdowns and fines. And of course, once this is on the news, you have brand impact when you your public announcement is launched. So, when the organization moves from that reactive mode to being preventive, there’s a lot of impact with your manufacturing, your lab, your overall supply chain, to make sure that you have materials and products available. So, it really does matter when it comes to that customer experience with your product.

Michelle Dawn Mooney (21:31):

It reminds me of that, I think it was a credit card commercial, that had baseball tickets or an experience and the impact was priceless. And I think about the last answers that you both gave. That’s what we’re really talking about. We’re talking about human lives, potentially. We’re talking about not even just from a business standpoint, but just a real impact from a human standpoint. And then on top of it, you’ve got a huge payout with the business side of things and recovery costs. So, any final thoughts as we wrap this up today?

Bethany Kearney (22:03):

I I’ll just start with saying that simply whatever level you find yourself in, in any position, because there are lives at stake, because you are your company’s livelihood, all of this is at stake. Just make sure you’re doing the right thing. And I think the folks in quality like myself and Zillery, we’re here for the right reasons. If you’ve been in the industry long enough, you’re there for the right reasons. You’re going to do the right thing. It’s hard at lower levels to escalate things. And if you’re being blamed for issues, you don’t want to point the finger at management. I know that’s a tough situation, but it’s worth it. It’s worth flagging that. And calling your compliance helpline or whatever you have in your back pocket to support you to do the right thing. Don’t hesitate to do that. If, if your management team is pressuring you to get through an investigation, as fast as possible to keep their numbers green, that’s not doing the right thing. You need to do it the right way. So, challenge that and then throw the flags when you need to.

Zillery Fortner (23:11):

And then I’ll just add on with something we haven’t said yet—Quality 4.0. Quality 4.0 has to be there for companies to survive in the future. They’re going to need to be able to leverage their analytics, not just quality data, but data from all systems. They’re going to need that connective capability across their organization. And that’s how they’re going to get the transparency that they need. When it comes to Quality 4.0, I think it’s important for people to also remember that it doesn’t replace your traditional methods. The whole point is to harmonize the people, the culture, the technology, and your processes to achieve what your company’s goals are. And the other thing is that people have to change their thinking on CAPA. They can’t think that CAPAs are burdensome or take too much time. They have to see how powerful, how proactive this tool is and how it can shape the future of quality in your company. You have to use your CAPA system for the gains, not just flaws. So you have to look at it for improvement reasons also, not just for the mistakes. And then you remember that a successful corrective and preventive action system is not one size fits all. So, what worked for me, isn’t going to work for Bethany or anything like that. It’s not a reactive, overburdensome process.

Michelle Dawn Mooney (24:49):

A lot of information there. And as Bethany said, once you do the right thing for the right reason, you get the right results. And pretty much every time that happens. And that’s really what the discussion is about. We’re talking about flipping CAPA on its head with prevention and understanding the root cause. And I want to thank you both for joining me today. Bethany Kearney, who is the director of enablement for Sparta Systems, a Honeywell company, And Zillery Fortner, who is product advisor, QA/RA life sciences for Sparta Systems, a Honeywell company. Thank you both for joining me today.

Zillery Fortner (25:22):

Thank you.

Bethany Kearney (22:24):

Thank you.

Michelle Dawn Mooney (25:24):

And thank you so much for listening to Forging Connections, Honeywell podcast, and this is another installment in the series, Shaping the Future of Quality. And of course, if you’d like to learn more about Honeywell and its affiliated businesses and companies, you can go to honeywell.com. I’m your host, Michelle Dawn Mooney. Thanks so much for joining me and we’ll see you soon.

Closing (25:46):

This has been Forging Connections, a podcast from Honeywell. You can follow Honeywell Forge on LinkedIn and download new episodes from our website honeywellforge.ai. Thanks for listening.

Resources About Root Cause Analysis:

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Kathleen Brunner: What Is the Cost of Not Being Digitally Smart? https://www.spartasystems.com/resources/kathleen-brunner-what-is-the-cost-of-not-being-digitally-smart/ Thu, 28 Jul 2022 14:19:52 +0000 https://www.spartasystems.com/?post_type=resources&p=10585 How can organizations leverage data to get it right the first time and what is the cost of not doing so? In the latest episode of Sparta’s special series, Shaping the Future of Quality, we discuss this with Kathleen Brunner, President and CEO of Acumen Analytics. Tune in to learn the true cost of not being digitally smart and learn how to get it right.

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Introduction (00:02):

Welcome to Forging Connections, a podcast from Honeywell about the convergence of IT and operational technology for industrial companies. We’ll talk about the future of productivity, sustainability, safety and cybersecurity. Let’s get connected.

Michelle Dawn Mooney (00:20):

Hi and welcome to the Honeywell Forging Connections podcast brought to you by Sparta Systems, a Honeywell company. I’m your host, Michelle Dawn Mooney, and we are happy to have you join us for another installment of a very special series entitled: Shaping the Future of Quality, where we follow the path of thought leadership and how it can lead to exclusive ideas, strategies and, most importantly, execution. So, we are focusing on real-world stories, innovations and trends that impact life sciences and spark transformation that allow us to develop a forward-looking, quality culture together. So, let’s get connected. I am very happy to bring on our guest today. Kathleen Brunner is the president and CEO at Acumen Analytics. Kathleen, thanks so much for joining us.

Kathleen Brunner (01:05):

Thanks so much for having me. I’m really excited today, Michelle.

Mooney (01:08):

We are very excited about this conversation. So, let’s start off with just having you tell us a little bit about yourself and your history and working with Acumen, as well as a couple other things on your resume that you’d like to share.

Brunner (01:22):

Sure. So, I’m very fortunate to be with Acumen as president and founder and CEO. We’ve been in business now going on 18 years. I’ve really always loved numbers and, and technology, and I’m really an idea person. So, when someone says that it can’t be done or there’s a challenge or a problem we can’t solve— that’s the first thing that I really want to take on and find out “what is the problem”? And then what is it that we do know, what are we lacking in information? What don’t we know? And then where do we go to find out how to solve the problem? I’m really more focused on problem solving, not just problem identification. The key there is making sure that we figure out how to get the right information to the right people to make the right decisions when they need to make the decision, not post decision timeframe. And that’s where data comes in to play a key role.

Mooney (02:28):

And what a great spin to want to solve problems, because we’re always going to have those problems, but without the problem solvers, we’re not getting very far. So, let’s jump right into it. We are talking about data, and we are inundated with information—where do we get that information from data? So, let’s give a little background if you can, with just how much data is out there, how much data  companies are potentially dealing with on a regular basis, and then how are they able to navigate through it all?

Brunner (02:56):

It’s the cliche phrase now, right? Data is everywhere. Everything that we have, things that we wear, things that we buy, things that we drive, products that help improve our lives—including those products that come out of the life sciences space—all create some form of data. And right now, companies are inundated with data, and the key is smart data. So not just data and the volume of data that we have, but having data that’s effective, efficient, formatted in a way that it can be acted upon and used for decision making and leveraged in order to improve outcomes. And, in our particular case, our company, Acumen, is focused on patient outcomes. It’s about everything that we do. And so I think that’s the key for companies to begin to understand: where is it coming from and how do they harness it for improvement.

Mooney (03:55):

With so much data out there, as we talked about, how can businesses collect the right data and do it efficiently?

Brunner (04:03):

It’s a great question. And there’s no one answer. There’s not a one size fits all solution. Every business, every customer, every patient has a somewhat unique—and I’ll use the term personalized—need for a solution that fits them. It’s the whole concept behind personalized and precision medicine. But the key here is that when I talk about smart data, I’m talking about the ability to use advanced analytics and the power of data and technology. And it’s no longer a nice to have; it’s really a differentiator, and it’s a transformational capability that organizations can leverage. Whether for reducing cost, improving outcomes, accelerating their ability to make decisions, and getting patient products to market faster, safer. Also, quite frankly, even addressing things like we all know about now, post pandemic, supply chain issues, everything that we can do with data to improve outcomes is really the key here.

Mooney (05:11):

And let’s talk about the flip side. So what happens when data is poorly collected, poorly utilized. If you’ve got bad data, you’re making bad decisions and there’s cost involved… what are companies looking at there?

Brunner (05:25):

So, the key things with regard to all of that are data quality, data integrity, and cost. So, data quality just means that the way that your data is being acquired is in a manner that’s usable. Data integrity is more about whether the data that you’re collecting is clean. Is it usable? Is it in the format that you can leverage in order to make better decisions? And then when we talk about the cost, cost in these different areas can be the hard dollar cost to get reported on financial statements where you understand the cost of rework and the cost of acquiring systems and applications, and there’s things like technical debt, which is where you may have legacy applications that are not optimized. And you’ve got change that you need to make in your technology, but it’s not yet in need, but where I think it really hides and the opportunity that businesses can really let’s say, get…where do we get started? So, taking a look at those areas where it’s hidden—like I said, siloed systems, data repositories that don’t communicate manual processes—taking a look at a way to optimize, not all at once, but start small and take a look at where you can begin. This is the key to the entire topic of digital transformation and all those 4.0s—life sciences 4.0, manufacturing 4.0, factory 4.0—it’s all about transformation. It’s about collaboration, and it’s about accelerating better patient outcomes. And it’s all through innovation. And that’s really the lifeblood of what it is that we do here at Acumen for our customers.

Mooney (07:21):

The good news is we’re seeing a lot of businesses going through growth spurts, which is wonderful. So, they’re having mergers and acquisitions, but let’s hit on something that’s really important to keep in mind when you have a lot of systems that may be coming into play: How important is it for those systems to then be harmonized?

Brunner (07:38):

Right? You know, you cannot talk about that enough, because, as I said, siloed systems can be a real money pit where you just have data that’s unavailable, or that you need to recreate data, or you have to massage data to transform it into a usable format. Like I said, for reporting advanced analytics, all those key decision-making capabilities. And I think the key to success is understanding where and which technology is relevant and then make your decision on investing. And for me, ultimately that lens is what it means to the patient. Again, our efforts here at Acumen are always focused on improving patient outcomes. But looking at where to improve with regard to wasted efforts and resources, impeding organizational success and removing those barriers, and ultimately impacting the patient outcomes.

Mooney (08:35):

So, Kathleen, we’re talking about changes; we’re talking about how to find solutions. But when people are making changes, there is usually risk involved. So, how much risk is associated with making changes necessary to better optimize data outcomes?

Brunner (08:51):

Yes. So again, a key component in decision making about which systems and processes you’re going to target first. Second, risk management is critical in both cost containment, as well as good planning and about being future ready. So, it’s about how we can transform and make technology not the driver, but rather the enabler. So, making it part of the portfolios of solutions that you leverage as a tool—just like in manufacturing, if you were to use a machine of some sort—technology is a tool. Mitigating risk around the transformation of technology really has to be a planned process. And I think a key is a blended solution. Again, I said a little earlier, not a one size fits all solution. And what that means is meeting customers where they are. We’re going to continue to see these blends of on-premises solutions, cloud solutions, and modern mixes. And we need to be able to meet the needs by providing partners we partner with and collaborating with customers so that we tailor the solutions to meet their needs at the time that they need them. Thus, mitigating risks, having implemented strategies, and plans, and processes in place so that it’s a navigation across a journey rather than a point in time solution. And that’s where it becomes future ready, future proof and really crafting a resilient solution.

Mooney (10:31):

So, speaking of journeys, we’re talking about companies trying to maybe overhaul, maybe they’re minor changes, big changes, but what is the probability that even small moves, when you’re starting out, how much can those baby steps make a difference?

Brunner (10:48):

I would say that that is probably one of the key points that I would try and drive home with everyone. It is most impactful to take small, well-thought-out steps to create impactful wins. Taking a look across the organization, to go back to your point earlier, harmonization—are we harmonized? Can we collaborate across business units? Can our data and people communicate effectively, where are the roadblocks? If I save 15 minutes, across 30 people, across 30 days, out of every month, times 12 months… that small 15-minute improvement in the process—by leveraging technology or taking a data solution and perhaps looking into predicting things like a maintenance issue and reducing those things, or just eliminating them—15 minutes adds up. Whereas when you try and bite off something massive, it almost becomes paralysis by analysis, and you just never get started. I think the key is taking the first step, because it’s a journey, so it’s going to evolve, and you’re going to shift. A year and a half ago, who would’ve thought that we would be thinking about the things that we’re thinking about today with this speed at which we’re leveraging technology embedded in things like wearables and robotics. So, it’s about getting started.

Mooney (12:21):

It’s a process, definitely a process. Any final thoughts as we’re wrapping up here, Kathleen?

Brunner (12:27):

I think the key for me is that listening carefully to the customer—and that doesn’t necessarily mean the customer who is the entity or the organization but the user—the person who’s trying… what is it, the big pie in the sky? “I wish” … forget all things that would contain that “I wish”. What do I wish that I could do that would make my job easier, or faster, or better, or, again, with quality, do it right the first time and hearing the answer to those questions. Sometimes it’s not a big solution. It’s more about, oh, let’s just pull together again. Like I said, collaboration, and then what is the problem or challenge we’re trying to solve? Who can we pull together? What is it that seems insurmountable? And again, just kind of brainstorm, and think outside the box and almost always there’s a path, there’s a solution, and more and more today it’s leveraging data to come up with that solution.

Mooney (13:34):

Love hearing that word again: solutions. Solutions are great. Kathleen Brunner, president and CEO at Acumen Analytics. Kathleen, thank you so much for joining me.

Brunner (13:43):

Great. Thank you so much for having me. I really enjoyed the show today, Michelle.

Mooney (13:47):

Great conversation. And once again, not only putting out information to be daunting and overwhelming to companies but putting out information so that we can identify those problems and, more importantly, get solutions, which everybody wants to hear those solutions. I want to thank all of you for joining us today for the Honeywell Forging Connections podcast. This has been a special podcast series by Sparta Systems, a Honeywell company entitled, Shaping the Future of Quality, a great series. If you’d like to find out more podcasts, you can of course, subscribe to the Honeywell Forging Connections podcast. And if you’d like to find out any information about Honeywell, you can go to honeywell.com. I’m your host, Michelle Dawn Moony. Thanks so much for joining us today. We will see you soon.

Conclusion (14:33):

This has been Forging Connections, a podcast from Honeywell. You can follow Honeywell Forge on LinkedIn and download new episodes from our website: Honeywellforge.ai. Thanks for listening.

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