Activity

Jesus Maza - November 17 VIEW RECORDING: https://fathom.video/share/VsmjfWvN3RqH2M1MjDz-iSN-seDA-Qwz Meeting Purpose Review UTAK's new processes and discuss ways to improve the customer workflow. Key Takeaways - New Stock Product Process: UTAK is now producing stock products in smaller, more frequent batches to provide longer, more predictable expiration dates. This does not affect Military Health's custom orders, which already receive maximum expiration dates. - Digital Portal Validated: Military Health confirmed UTAK's planned digital portal (for online ordering, history, and quote access) would be highly valuable for streamlining their workflow and tracking lot numbers. - Standing Order Solution: A standing order contract was identified as the best solution to bypass the slow, repetitive PO process, enabling proactive manufacturing and ensuring on-time delivery. - Custom Product Verification Bottleneck: The third-party verification required for custom products is the primary source of delays. UTAK's stock products are pre-verified, but their analyte levels do not meet Military Health's specific needs. Topics Custom Product Verification Bottleneck - Problem: The third-party verification step for custom products is the main cause of delays. - Impact: This forces Military Health to perform its own time-consuming verification studies to establish target values, as UTAK (like Bio-Rad) does not provide them for custom items. - Alternative (Ruled Out): UTAK's pre-verified stock products are not a viable alternative because their analyte levels and matrices (e.g., blood vs. urine) do not match Military Health's required specifications. New Stock Product Manufacturing Process - Change: UTAK is shifting to smaller, more frequent production batches for stock products. - Rationale: To provide customers with longer, more predictable expiration dates based on direct feedback. - No Impact on Custom Orders: This change does not affect Military Health's custom products (e.g., Cadmium Control Plus), which already receive maximum expiration dates. Proposed Digital Portal Features - Online Ordering: Military Health confirmed this would be very helpful for their consistent orders. - Order History: Essential for tracking lot numbers, which is difficult with their staggered blood and urine control orders. - Quote Access: Allows for easy printing of quotes to support internal purchase requests. - Online Baseline Approval: A significant improvement over the current manual process (scan PDF → email), speeding up the approval workflow. Standing Order Contract - Problem: The current PO process is slow and creates unnecessary friction. - Solution: A standing order contract for a year's worth of product. - Benefits: - Eliminates the need for repetitive, individual POs. - Enables UTAK to initiate manufacturing proactively, ensuring on-time delivery despite the verification bottleneck. Next Steps - Jesus Maza: Email Raleigh Gallina the details for the proposed standing order contract. - Raleigh Gallina: Draft the standing order contract upon receiving the details from Jesus Maza. Action Items - Email Raleigh standing order details (products, qty, need-by); then Raleigh sets up standing order - WATCH (5 secs): https://fathom.video/share/VsmjfWvN3RqH2M1MjDz-iSN-seDA-Qwz?timestamp=706.9999