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Evaluating Flow Cytometry Hardware - Advice for making the right choice.

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Ryan Duggan
Ryan Duggan

際際滷 set presented Monday, May 19th at #CYTO2014 as part of the Workshop "Strategic Planning: Embracing the Business Side of SRL Management." Co-chaired by Sherry Thornton and Monica DeLay - Cincinnati Children's Hospital.

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EVALUATING HARDWARE Tools and Advice for Making the Right Choice Ryan Duggan University of Chicago Adapted from: http://ucflow.blogspot.com/2013/07/10-tips-for-purchasing-your-next.html
10-step process 1. Define Needs 2. Query the Userbase 3. Refine Needs 4. Survey the Market 5. Navigate Marketing 6. Create the Matrix 7. Hands-on 8. Social Networks 9. Negotiate 10. Year-end deals 11. Now What?
Define Needs Create a generic specification of the needed equipment based on YOUR perception. What applications do you see being run immediately, near future?
Query the Userbase Survey the users to find out what they need from THEIR perspective. Analyze recent historical data Talk to key Investigators Research current industry trends Ignore much of what the users say they need.
Refine the Needs Find the middle ground Realistic specification with room to grow
Survey the Market Research whats available Base entry for consideration on min. spec. Use organizational tools like Evernote or ELN to track contenders.
Navigate the Marketing Learn to read marketing materials Differentiate between Technical spec (what the instrument has) and Performance Spec (what the hardware can do). Marketing materials are fine for listing Tech. Spec. but NOT Performance Specification. Samsung found itself accused of artificially (and secretly) boosting benchmark scores on its flagship phone to ensure it would outperform the competition. - The Verge (http://goo.gl/5vuCs9)
Create the Matrix List of specifications vs. available hardware Use marketing material tech. spec. Include budget as a spec. # of Lasers (Total Avail.) Total Detectors Field Upgradable Multi-well Sampler Event Rate Total Events/File Optical Upgrades Avail. Instrument A 1-3 (3) 3-8 No Yes 2,000 100,000 No Instrument B 2-4 (7) 4-12 Yes Yes 10,000 5,000,000 Yes Instrument C 2-6 (12) 4-18 Yes Yes 20,000 10,000,000 Yes Instrument D 2-4 (4) 4-10 No No 20,000 2,000,000 No Instrument E 2-5 (8) 4-14 Yes Yes 20,000 10,000,000 Yes Instrument F 1-3 (4) 3-6 No No 2,000 100,000 No
Hands-on NO CANNED DEMOS NO EXAMPLE DATA SETS Real data, collected by you, analyzed by you. Create your own performance metric if none exists. Make THIS, a high level priority that will greatly influence your decision
4-peak ABC beads Unstained lymphocytes Dimly stained capture beads Resolution limit theoretical peak 10th %-ile ABC MedianABC Median ABC values 10th %-ile ABC values 90th %-ile of AutoFluorescence = 10th %-ile of resolution limit # of Antibodies Bound Frequency qNORM Figure 3. Cartoon displaying how the qNORM is calculated.
Get Social Read reviews Ask peers Request OEM response for any negative feedback Avoid Gen. 0 evangelists.
Negotiate Purchase Negotiate with multiple OEMs regardless of intent to purchase Make sure OEMs are aware of their competition Competitive bid may be required anyway Get everything in writing Include Training, extended warranty, shipping, installation, free upgrades, etc
Be Mindful of Year-end deals If you can time it right, year-end numbers can be a powerful bargaining chip.
Summary Do your homework Test the hardware in real-world situations (Re)negotiate
NOW WHAT?
You got the instrument Time to implement its usage This isnt the first time youre thinking about this, is it???
Alert your Users Once youve narrowed down the choice and made the decision, alert your users. Send them materials describing the capabilities of the instrument Ask the OEM sales rep to reach out to users.
Solidify the SOP Re-work usage SOPs specific to this instrument. Distribute to the users Ask for comments from oversight committee/ safety committee/ Faculty Director, etc
Getting everyone up-to-speed. Training of the facility staff by OEM Training of staff + key users by OEM. Seminar style intro to the technology Spend some time with the instrument in the first week or so to get comfortable.
Spread the word Continually update users with representative data from the instrument. User-derived or facility- derived. Boost confidence in its capabilities Squash problems immediately. #supercoolflowplot
Summary Implementation plan begins once youve decided on the specific instrument Provide adequate information to users ahead of time Formulate training plan needs (replicate instrument or brand new technology) Share data and experiences with users often Stay ahead of problems and misconceptions/rumors.
Thank you

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Evaluating Flow Cytometry Hardware - Advice for making the right choice.

  • 1. EVALUATING HARDWARE Tools and Advice for Making the Right Choice Ryan Duggan University of Chicago Adapted from: http://ucflow.blogspot.com/2013/07/10-tips-for-purchasing-your-next.html
  • 2. 10-step process 1. Define Needs 2. Query the Userbase 3. Refine Needs 4. Survey the Market 5. Navigate Marketing 6. Create the Matrix 7. Hands-on 8. Social Networks 9. Negotiate 10. Year-end deals 11. Now What?
  • 3. Define Needs Create a generic specification of the needed equipment based on YOUR perception. What applications do you see being run immediately, near future?
  • 4. Query the Userbase Survey the users to find out what they need from THEIR perspective. Analyze recent historical data Talk to key Investigators Research current industry trends Ignore much of what the users say they need.
  • 5. Refine the Needs Find the middle ground Realistic specification with room to grow
  • 6. Survey the Market Research whats available Base entry for consideration on min. spec. Use organizational tools like Evernote or ELN to track contenders.
  • 7. Navigate the Marketing Learn to read marketing materials Differentiate between Technical spec (what the instrument has) and Performance Spec (what the hardware can do). Marketing materials are fine for listing Tech. Spec. but NOT Performance Specification. Samsung found itself accused of artificially (and secretly) boosting benchmark scores on its flagship phone to ensure it would outperform the competition. - The Verge (http://goo.gl/5vuCs9)
  • 8. Create the Matrix List of specifications vs. available hardware Use marketing material tech. spec. Include budget as a spec. # of Lasers (Total Avail.) Total Detectors Field Upgradable Multi-well Sampler Event Rate Total Events/File Optical Upgrades Avail. Instrument A 1-3 (3) 3-8 No Yes 2,000 100,000 No Instrument B 2-4 (7) 4-12 Yes Yes 10,000 5,000,000 Yes Instrument C 2-6 (12) 4-18 Yes Yes 20,000 10,000,000 Yes Instrument D 2-4 (4) 4-10 No No 20,000 2,000,000 No Instrument E 2-5 (8) 4-14 Yes Yes 20,000 10,000,000 Yes Instrument F 1-3 (4) 3-6 No No 2,000 100,000 No
  • 9. Hands-on NO CANNED DEMOS NO EXAMPLE DATA SETS Real data, collected by you, analyzed by you. Create your own performance metric if none exists. Make THIS, a high level priority that will greatly influence your decision
  • 10. 4-peak ABC beads Unstained lymphocytes Dimly stained capture beads Resolution limit theoretical peak 10th %-ile ABC MedianABC Median ABC values 10th %-ile ABC values 90th %-ile of AutoFluorescence = 10th %-ile of resolution limit # of Antibodies Bound Frequency qNORM Figure 3. Cartoon displaying how the qNORM is calculated.
  • 11. Get Social Read reviews Ask peers Request OEM response for any negative feedback Avoid Gen. 0 evangelists.
  • 12. Negotiate Purchase Negotiate with multiple OEMs regardless of intent to purchase Make sure OEMs are aware of their competition Competitive bid may be required anyway Get everything in writing Include Training, extended warranty, shipping, installation, free upgrades, etc
  • 13. Be Mindful of Year-end deals If you can time it right, year-end numbers can be a powerful bargaining chip.
  • 14. Summary Do your homework Test the hardware in real-world situations (Re)negotiate
  • 16. You got the instrument Time to implement its usage This isnt the first time youre thinking about this, is it???
  • 17. Alert your Users Once youve narrowed down the choice and made the decision, alert your users. Send them materials describing the capabilities of the instrument Ask the OEM sales rep to reach out to users.
  • 18. Solidify the SOP Re-work usage SOPs specific to this instrument. Distribute to the users Ask for comments from oversight committee/ safety committee/ Faculty Director, etc
  • 19. Getting everyone up-to-speed. Training of the facility staff by OEM Training of staff + key users by OEM. Seminar style intro to the technology Spend some time with the instrument in the first week or so to get comfortable.
  • 20. Spread the word Continually update users with representative data from the instrument. User-derived or facility- derived. Boost confidence in its capabilities Squash problems immediately. #supercoolflowplot
  • 21. Summary Implementation plan begins once youve decided on the specific instrument Provide adequate information to users ahead of time Formulate training plan needs (replicate instrument or brand new technology) Share data and experiences with users often Stay ahead of problems and misconceptions/rumors.