Activity

Had a call to coordinate an upcoming order over 3 sites. I need to follow up on this next week with the orders team and confirm we got the 3 PO's and set them to be ordered together to make 1 lot. Meeting with health.ucsd.edu Ernestine Ferrer September 09, 2025 • 8 mins • View Meeting or Ask Fathom ACTION ITEMS ✨ Coordinate w/ purchaser to create 3 POs for UTAK order. Request POs sent in 1 email to Andrew by Tue next week. Ferrer, Ernestine Follow up w/ orders team late this week & early next week re: incoming UTAK POs from UCSD. Email Ernestine once all POs received & order in production. Andrew Hartmann MEETING SUMMARY ✨ General Template Customize • Change Template Meeting Purpose Coordinate complex order across three sites and discuss UTAK Laboratories' products and services. Key Takeaways • Order: 240 bottles total (80 per site), 3 separate POs, expected Tuesday next week • UTAK's lead time improved significantly: now ~15 business days (3 weeks) • Customer highly satisfied (10/10 rating), values UTAK's custom QC products • No immediate plans for new testing methods or automation-specific vial needs Topics Order Logistics • 3 separate sites, 3 individual POs • 240 bottles total (80 per site), packed in 10-packs (8 packs/site) • POs expected Tuesday next week, ideally sent in one email • Normal lead time (~15 business days) is sufficient • Same lot number for entire order • Andrew to flag for follow-up late this week/early next UTAK's Improved Efficiency • Lead time reduced from ~2 months to ~15 business days • Orders now in production within 24 hours of entry • Challenge: coordinating multi-site orders to prevent partial fulfillment Customer Satisfaction • Ernestine rates UTAK 10/10 • Appreciates easy contact, quoting process, packaging • Most valuable aspect: obtaining custom QC products • No specific metrics beyond QC pass/fail Department Details • Ernestine's department: Chemistry (uses only this UTAK QC) • Toxicology department (Don Francisco) uses more UTAK products • Chemistry has automation lines, but current vials suffice Future Planning • No new testing/methods planned for next quarter • Uncertain about changes in the next year • No immediate need for automation-specific vials Next Steps • Ernestine to coordinate with purchasing for 3 POs, ideally in one email • Andrew to monitor for PO arrival (expected Tuesday) • Andrew to confirm order receipt and processing via email • UTAK to ensure single lot manufacturing for entire order View Meeting → Ask Fathom! Ask our AI Assistant for answers and insights. It's ChatGPT for your meetings! Try Ask Fathom →