Revisit Workflow Assumptions When a Laboratory Is Relocating
Use a relocation discussion to update an evaluation plan with current site and ownership details.
A laboratory move changes more than an address. Receiving areas, shared equipment, local procedures, and support access may all differ at the new site. When a relocation appears during a research platform evaluation, pause long enough to learn what remains stable and what the customer must reassess.
At a fictional cancer center, Devon, a laboratory manager, says, “We can use the same evaluation plan after we move across campus.” The account executive asks, “Who will own sample intake at the new location, and what part of the daily workflow will change?” Devon explains that a central receiving team will take over intake and the new room has a different access process. Those facts change who needs to attend the next planning session.
Create a workflow sketch with the customer that compares the current and future locations. Document sample arrival, primary users, supporting teams, planned location, and the evidence the customer wants from the evaluation. Ask the laboratory to name the local owner who can confirm site readiness. The account executive can coordinate a technical discovery meeting using approved product information; the customer retains responsibility for site decisions and local process approval.
Practice avoiding a rushed recommendation. Say, “The original plan gives us a useful starting point. I want to understand the new workflow so the evaluation reflects the people and conditions at that site.” After the call, compare the sketch with the original account notes and flag every assumption that needs customer confirmation.
Practice these next
Use a site tour to gather workflow facts while respecting laboratory access and documentation boundaries.
Help a lab director identify affected work before discussing a future workflow transition.
Guide an evaluation conversation when a research team has uncertain access to the samples it plans to use.
Connect an operational demonstration request to the customer’s actual decision process.
Help a research account executive turn a broad committee request into a bounded platform evaluation.
Guide a concern about computing capacity toward a technical discovery session that assesses whether the platform fits the laboratory’s computing environment.