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Implementation and installation of the new hematology solution in your organization requires disciplined planning, communication and expectation setting (time and resource requirements), understanding of technology differences to identify dependences within your laboratory ecosystems and of course a governance approach to support change and monitor progress.


This governance approach should include resources not only from the supplier, but also mirrored resources from your organization. This governance team should be comprised of the following functional responsibilities; however, it should be adjusted to suit the needs of your organization and the scale of your implementation.


Program manager

Responsible for coordination of all aspects of the transition, including tracking and communication of progress against key milestones


Project lead

Responsible for driving and monitoring key activities to achieve major milestones and the coordination of logistical activities (shipment, delivery, verification and validation activities, etc.)


IT Representative

Serves as a liaison to the hospital IT department to ensure visibility to compatibility requirements for the new system


Training coordinator

Develops and executes training activities for operators and clinical stakeholders


Depending on the scope of your project, the governance team may be extended to include other stakeholders if required (i.e., a clinical representative may be appointed in the event that a revision to the reference range is warranted), and individuals may serve in a dual capacity (i.e., as both the program and project lead.


In addition to the formation of a governing team, the progress against the key milestone may be monitored by a simple dashboard that:

  • Reviews progress against installation and integration activities (what is the status of the instruments?)
  • The execution of communication and training plans (what percentage of the operators have completed their training curriculum?)
  • And any issues or concerns that have been raised and require remediation


The cadence of team meetings should keep pace with the overall timeline for project execution. A set agenda focused on key priorities may be established for each team meeting to maximize productivity. While the project plan may be reviewed daily, the dashboard may be reviewed on a weekly basis to celebrate areas of progress and re-allocate resources to address any implementation gaps.


  • The governance approach to drive the transition to the new system requires the people (from your supplier and your organization) and the process (working meetings and tracking dashboards).
  • Establishing the governance approach upfront clarifies roles and responsibilities, and streamlines communication between your organization and your supplier.


Section 6: Implementation plan

In this section we will discuss the key elements of a successful implementation plan of the new hematology system.
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