🏥 Laboratory Inventory Management System

Transform Your Lab Operations with Intelligent Automation

📋 Proposal Prepared By

Vaishnavi Bhardwaj

VaidehIT Infosec Private Limited

📧 vaishnavibhardwaj@vaidehitinfosec.com

📞 +91-8018421829

Executive Summary

We propose a fully automated, Excel-based Laboratory Inventory Management System with an interactive dashboard specifically designed for single department optimization. This system transforms manual tracking processes into an intelligent, data-driven operation.

100% Eliminate Critical Stockouts
75% Faster Stock Verification
90% Reduction in Expiry Wastage
Zero Short-Shelf-Life Wastage

Key Deliverables

Current Challenges Analysis

Based on comprehensive analysis, we've identified critical challenges in current inventory management practices:

Challenge Impact Current State
Manual Stock Tracking Time-consuming, error-prone Excel with static formulas
No Real-time Alerts Reactive rather than proactive Manual checking required
Multiple Lot Management Expiry tracking difficulties Manual expiry monitoring
No Consumption Analytics Inaccurate forecasting No historical data analysis
No Supplier Performance Unpredictable lead times No tracking of actual vs promised
No Dashboard View Poor visibility Multiple sheets to check

Specific Department Issues

🔴 Critical Stockouts

Items like Vitek GP ID at 0 stock with no automatic reorder trigger

📅 Multiple Expiry Management

GN AST 405 has 4 different lots with varying expiry dates requiring manual tracking

🧮 Manual Calculations

MSL and ROL calculated but not dynamic or data-driven

📊 No Trend Analysis

Consumption patterns not tracked or analyzed for forecasting

🏢 Hidden Stockouts

Items out in satellite locations not tracked centrally

💰 Expiry Wastage

Expensive items expiring due to poor batch management

Proposed Solution Overview

🎯 Our Approach: A comprehensive yet simple Excel-based system designed specifically for single-department laboratory operations, requiring no complex IT infrastructure or ongoing subscriptions.

System Architecture

A comprehensive yet simple architecture designed for single-department excellence

📊
Interactive Dashboard
Single-Department Inventory Management
Real-time visibility optimized for Microbiology Department workflow
Three Optimized User Views
👔
Department Head
  • Executive Dashboard
  • Performance Metrics
  • Strategic Reports
🔬
Technician
  • Daily Operations
  • Quick Issue Entry
  • Use First List
📦
Store Incharge
  • Stock Management
  • Procurement
  • Supplier Tracking
10 Core Intelligence Modules
1
🧠
Smart Consumption
2
📦
Batch FEFO
3
⏱️
Lead Time Analyzer
4
🔬
Test-Volume Link
5
Criticality Score
6
📱
Mobile Stock-Take
7
🏢
Multi-Location
8
🔄
Auto-Reorder
9
Short-Shelf-Life
10
🔁
Backorder Track
💾
Department-Specific Database
Excel Tables Optimized for Lab Consumables
📋
Stock Master
📝
Transactions
🏷️
Batches
🚚
Suppliers
📊
Analytics
Integration & Access Points
💻
Desktop
Full Excel Application
📱
Mobile
Excel Online + QR
☁️
Cloud
OneDrive Sync
📧
Alerts
Email Notifications

Technology Stack

Component Technology Used Purpose
Data Storage Excel Tables with Structured References Organized data management
Calculations Dynamic Array Formulas (FILTER, XLOOKUP, LET) Real-time computations
Mobile Support QR Codes + Excel Online Mobile stock taking
Dashboard PivotTables + Slicers Interactive visualization
Charts Sparklines, Conditional Formatting Visual indicators
Automation Data Validation, Dropdowns User input control

Three Optimized Views

👔 Department Head View

  • Executive dashboard
  • Stock health overview
  • Critical items alert
  • Performance metrics
  • Weekly/monthly reports

🔬 Technician View

  • Simplified interface
  • Daily operations focus
  • Items to use first (FEFO)
  • Quick issue entry
  • Stock request form

📦 Store Incharge View

  • Procurement management
  • Reorder generation
  • Stock receiving
  • Supplier performance
  • Physical count scheduling

10 Core Value-Adding Functions

Each function is designed to solve a specific pain point in your current workflow:

1. Smart Consumption Tracking

Current: Manual ADC entry

Enhanced: Automated ADC calculation from daily issues with weighted averages (recent consumption weighted higher), seasonal adjustments, and test-volume linked consumption.

Value: 100% accurate reorder points based on actual usage

2. Batch-Wise FEFO (First Expiry First Out)

Current: Multiple lots manually tracked

Enhanced: Auto-suggest which batch to use next, warn if trying to issue from newer batch first, track batch utilization percentage.

Value: Significant reduction in expiry wastage

3. Indent-to-Supply Lead Time Analyzer

Current: Fixed lead time assumption

Enhanced: Actual lead time tracking per supplier/item with average, min, max calculations and supplier on-time performance.

Value: Eliminate guesswork in safety stock calculation

4. Test-Volume Linked Forecasting

Current: Independent consumption tracking

Enhanced: Link consumption to test volumes, calculate consumption per test, forecast based on scheduled tests.

Value: Predict stock needs based on planned workload

5. Criticality Scoring System

Current: All items treated equally

Enhanced: Score each item (1-10) on patient impact, lead time variability, and substitution availability.

Value: Focus resources on what matters most

6. Mobile Stock-Taking Module

Current: Manual counting → Excel entry

Enhanced: QR code-based mobile counting with auto-sync and instant variance reports.

Value: 75% faster stock verification with 100% accuracy

7. Multi-Location Tracking

Current: Single stock location

Enhanced: Track stock across main store, satellite lab, emergency cart, and point-of-use locations.

Value: Prevent hidden stockouts in satellite locations

8. Auto-Generated Reorder List

Current: Manual reorder calculation

Enhanced: Smart suggestions considering min order quantity, pack size, and supplier grouping.

Value: Optimal order quantities

9. Short-Shelf-Life Item Management

Current: Manual expiry tracking

Enhanced: Special handling for items with shelf life < 30 days with smaller, frequent orders and daily monitoring.

Value: Zero wastage of short-dated items

10. Backorder & Substitution Tracking

Current: No tracking of unavailable items

Enhanced: Track items on backorder with expected dates and suggest approved substitutes.

Value: Continuous workflow despite shortages

Key Benefits & ROI

⏱️

Time Savings

Reduce manual stock management time by 75%. Automated calculations, alerts, and reports free up staff for patient care and critical tasks.

💰

Cost Reduction

Save significantly through reduced wastage, optimal inventory levels, and prevention of emergency orders. Typical savings: 20-30% of inventory costs.

🎯

Eliminate Stockouts

Achieve 99.5% stock availability (≤ 2 stockouts/year) through proactive monitoring and smart reordering.

📊

Data-Driven Decisions

Make informed decisions based on real consumption patterns, supplier performance, and trend analysis instead of guesswork.

🔒

Complete Audit Trail

Maintain comprehensive records of all transactions, batch usage, and stock movements for compliance and accountability.

📱

Mobile Accessibility

Perform stock counts and check inventory levels from anywhere using mobile devices with QR code scanning.

Performance Metrics Dashboard

Metric Current State Target with System
Stock Availability % 85-90% 99.5%
Expiry Wastage % 5-10% <1%
Stock Accuracy % 75-80% 98%
Time on Manual Tasks 15-20 hrs/week 4-5 hrs/week
Critical Item Coverage Variable ≥14 days always

Implementation Plan

✅ Rapid Deployment: Complete implementation in just 4-6 weeks with minimal disruption to your daily operations.

Phase 1: Essentials (Weeks 1-2)

Phase 2: Efficiency (Weeks 3-4)

Phase 3: Optimization (Weeks 5-6)

Training & Support

👔 Department Head

Duration: 1 hour

Dashboard navigation, reports interpretation, and decision-making insights

🔬 Technicians

Duration: 1 hour

Daily operations, consumption entry, and mobile stock-taking

📦 Store Incharge

Duration: 1.5 hours

Stock management, procurement processes, and system administration

Support Structure

Period Support Level Details
First Month Daily Support On-call assistance for any questions or issues
Months 2-3 Weekly Check-ins Scheduled calls to review progress and optimize
After 3 Months On-demand Support Email/phone support as needed + quarterly reviews

Ready to Transform Your Lab Operations?

🚀 Next Steps: Let's schedule a personalized demo of the system tailored to your specific needs and workflow.

📞 Schedule a Demo

See the system in action with your actual data and scenarios

Duration: 30-45 minutes
Format: Online or In-person

📋 Free Assessment

We'll analyze your current processes and identify key improvement areas

No obligation
Customized insights

💡 Pilot Program

Start with a limited pilot to see results before full implementation

Low risk
Proven approach

Contact VaidehIT Infosec

Let's discuss how we can optimize your laboratory inventory management

Proposal Prepared By

Vaishnavi Bhardwaj

Inventory Management Specialist

VaidehIT Infosec Private Limited

📧 vaishnavibhardwaj@vaidehitinfosec.com

📞 +91-8018421829