You’ve probably
heard of the growing trend toward automating microbial quality control (QC), and
the benefits of faster and more reliable results, easier compliance, and fewer
error-prone manual tasks sounds attractive to you—but you don’t know where and
how to start? Then you’re not alone: in my experience this apprehension is very
common, and it’s quite understandable why. The stream of new information can be
overwhelming and you need the resources to get a project done. Automated systems
for routine procedures in QC are grabbing your attention, but where do regulatory
compliance, financial considerations, and the impact on your staff in their daily
work come into the equation?
By Anne
Weeks, Automation & Robotics Specialist, Merck
My
suggestion is to move forward step by step once you have assembled your team of
committed stakeholders. Certain questions are sure to come up sooner or later,
and I’m using them to give this article its structure:
► Who should be in the project team?
► Is external support advisable?
► Is your facility ready for QC automation?
► How will your QC personnel be affected?
► What do validation, qualification and implementation involve?
► How do you weigh the benefits against the costs?
► How pitch a convincing business case to management?
Who
should be in the project team?
It is
usually a particularly committed person that sets the wheel in motion. This change
agent can be a validation team member, the operations director, a QC manager or
whoever takes the initiative. The present function in the company doesn’t
really matter much because the first step will be to set up a team that brings
together the expertise needed to assess the feasibility of automation. Commitment
and a shared vision to succeed seem to matter more. . The change agent will usually
have gained some knowledge of automation by gathering information at
conferences, speaking to colleagues, suppliers, possibly peers from other facilities
or by other means.
In my
experience, the facility’s willingness to embark on the path to automation is stronger
when there is a problem for which a good long-term solution has not yet been
found. Limited availability of skilled staff or the need to expand QC testing
volumes can also be the initial drivers. Acting this way makes sense—it adds
the additional benefit of putting the issue to rest. Having said that, most
facilities will be looking into QC automation for one reason or another in the
coming years, and starting early avoids the need to deal with it under pressure
at a later date.
Among the
members of the project team there should be an internal IT specialist because
automation regularly goes hand-in-hand with digitalization, which multiplies
the benefits of automation. Any changes in QC testing will have to be reflected
in the management and evaluation of data, and the new solution must be
integrated into the existing IT ecosystem. Getting that done in compliance with
regulations will be one of the most important tasks, which is why an internal
compliance and regulation specialist should also participate. A services specialist
should also be part of the team to clarify if the capabilities and resources to
service the automated equipment are available internally or if it is better to look
for full coverage by the supplier. Larger companies may have a validation team
or a technology & innovation group that will support or even drive the
process toward automation. In a balanced project team, everyone will have a
role to play.
Is
external support advisable?
To ensure
that the project team addresses, discusses and acts upon all the relevant
issues, it makes sense to get support from outside the company right from the onset.
Automation and robotics solutions are still quite new so it is probably
difficult to find someone with the needed first-hand expertise and experience who
is not affiliated to a supplier. Among the suppliers, those with a wide
spectrum of automation and robotics solutions will usually be better placed to assess
the requirements for the tasks a pharmaceuticals manufacturer may, over time,
want to automate.
The tests
that can, in principle, be automated include:
► Environmental monitoring
► Bioburden testing
► Sterility testing
► Sample processing, incubation, and final count
At Merck,
we have specialists in these fields who have collaborated with pharmaceutical
companies in actually developing such systems and who are well acquainted with
both compendial and rapid QC automation methods and their validation. Their
contacts can also help to get the right people together. In one recent case, I
could make a facility aware that at another of the company’s sites in a
different country they were having similar plans. Moving forward in tandem can
save resources by avoiding to go through evaluation of automation separately. This
also makes planning and validation more efficient. Suppliers who have supported
their customers for many years in microbial QC are likely to have a better understanding
of how regulatory compliance is achieved than integrator companies that
specialize more on the robotics than the test applications.
Is your
facility ready for QC automation?
Most
facilities should be either ready for automation or convertible. There might
have to be a new space created that is automation or robotic “friendly” or a
modified space as automation usually takes up somewhat more room than the
corresponding manual methods. Requirements differ considerably depending on the
application. While some automated systems are fixed to one place over their
entire lifetime, others such as EM robots move between sampling locations,
either regularly or at intervals.
Moving
robots, like the ones we are developing for environmental monitoring, require:
► Level flooring with no slopes or steps
► Corridors dimensioned to allow robot movement
► Sufficiently sized elevators If the facility covers multiple levels
► Doors that open and close automatically
► Large enough locks with no physical obstacles to overcome
Other automated solutions for environmental
monitoring are stationary and perform a different set of tasks, for example the
Growth Direct® System we offer for fully automated
processing and incubation of microbial quality control samples, coupled with
rapid colony detection. Stationary systems like our solution for fully automated, high-throughput
bioburden testing
are sizeable and quite
heavy so the floor has to be strong enough to support them. A general
requirement for automated systems is that data connectivity must be available
throughout for the transfer of digital data.
Constructing
a new manufacturing facility makes the adoption of automation easier because operation
does not need to be halted during conversion. Future requirements in an
industry with constantly rising regulatory demands can be also taken into
account from the onset, leaving more options.
How will
your QC personnel be affected?
To many employees,
automation carries the risk of redundancies—understandably so because this has
been the consequence in some other sectors, for example the car industry. However,
in microbial QC, reducing staff levels is rarely the primary goal, or even
realistic. Given the constantly increasing QC testing volumes, particularly for
biologics and advanced therapies, the real objective is to use the existing
expertise more effectively. QC departments are already struggling to attract,
maintain and train the personnel they need.
Automation
can free up staff hours for higher-value activities like:
► Data interpretation
► Method development
► Root-cause investigations
It helps to
create a more engaged workforce. Many facilities are already contending with a
limited availability of skilled personnel while a substantial share of staff
time is being spent on repetitive manual tasks such as plate preparation,
sample transfers, incubation management and documentation. This is why a key
early role of the project team, apart from setting the path to automation,
should be to dispel concerns among the QC personnel about job losses. Routinely
operating the automated systems shouldn’t become much of an issue either.
Reputable suppliers mostly offer hands-on training courses for personnel along
with the automation systems they offer.
Some tests don’t lend themselves well to
physical automation due to the very different protocols and consumables used, for example sterility
testing. However, configurable software guidance at the point of handling to
support operators to follow SOPs can carry many of the same benefits of
automation. Our M-Trace® solution for
sterility testing, for example, builds on step-by-step verbal or screen-displayed
instructions and, when each step is completed, feedback from the operator,
combined with simultaneous real-time data capture. This significantly lowers
the risk of handling errors while ensuring data integrity and traceability.
A few
things will continue to be done conventionally. It’s important that
manufacturers maintain the capability among their staff to perform manual
testing for when maintenance is performed on the automated system as well as
for validation and revalidation purposes, given that they constantly have to
deal with new matrices. So it’s not either manual or automated testing—they
complement each other.
What do
validation, qualification and implementation involve?
A common
misconception about QC automation is that regulators won’t like it because it’s
unconventional. In fact, the opposite is true. Regulation is gradually evolving
to make automation not just possible—it has started to promote such
technologies. Automated systems operate with consistent precision and
repeatability, which reduces the risks of cross-contamination and human errors.
This leads to more robust test results and fewer false positives, improving
both reliability and efficiency. The comprehensive data that is automatically captured
can be analyzed to detect trends and deviations early, accelerating
investigations into out-of-specification results.
Automation
and robotics, in combination with digitalization, also
► Improve data integrity and audit readiness
► Reduce the risk of investigations becoming necessary
► Provide the ability to better fulfill future regulatory requirements
such as electronic records or advanced analytics
In a
nutshell, automation comes with digitalization as both an enabler and an
amplifier of efficiency and reliability gains. Expect regulators to know about the
potential to improve compliance. If in doubt about anything, it should be
possible to discuss this with them.
Suppliers
should be able to provide documentation and services to support validation, qualification
and implementation of their automated systems. This eases the burden for the
pharmaceutical manufacturer significantly. The Growth Direct® System, for example, has been validated in
as little as three months. The time this takes depends primarily on how the
system is used and on the resources the company is able to make available.
How do
you weigh the benefits against the costs?
In
practice, discussions about return on investment (ROI) and payback periods often
start with an all-too-narrow focus on direct labor cost savings. Maybe it is
intuitive to assume that the overriding purpose of automating repetitive tasks like
plate handling, air sampling, or incubation is to reduce the need for manual activities
and documentation. But in reality, there is far more to it.
A more
meaningful approach is to view ROI in terms of the total cost of quality. While
many benefits are difficult to quantify, ignoring them leaves you with a wholly
incomplete calculation. From a business perspective, it’s more meaningful to
distinguish between two types of benefits. At operational level they include
direct savings and capacity gains, for example due to reduced overtime, the
ability to handle higher sample volumes without proportional increases in
headcount, and the elimination of manual testing steps. Because these can be
translated into tangible metrics, they form the quantitative foundation of most
business cases.
The second type
consists of strategic benefits, including:
► Greater throughput flexibility
► Better data integrity and audit readiness
► Easier design and execution of contamination control strategies
► Reduced risk of costly issues like deviations, rework, valuable product
going to waste, and interventions by regulatory bodies
► Easier compliance when regulatory requirements increase or change
► Improved attractiveness of the QC lab for existing and new personnel
Automation
can deliver value across all of these areas, at various levels, not just
through labor efficiency. Robotic and automation systems operate tirelessly and
with precision, and their standardized motions are exactly the same, day in,
day out. Facilities that offer the flexibility to operate seven days a week and
for long hours, or even 24/7, have the competitive edge in a faster moving
market where demand fluctuates.
How
pitch a convincing business case to management?
While the benefits
of automation are widely recognized, the real challenge often lies in securing
investment. Automation of microbial QC competes with other projects for both
funding and attention, which is why the project team needs to clearly
articulate its value to management. This means presenting a structured case
that links the total cost of ownership to tangible value drivers and aligns
with the financial and operational criteria used by the manufacturing and
finance stakeholders.
While strategic
benefits are harder to quantify, they are highly relevant at corporate level,
where longer-term considerations, brand reputation, and improbable but
potentially severely damaging events are weighed alongside short-term financial
returns. Taking all types of advantages into account allows investments in
microbial QC automation to be assessed on an equal footing with more
traditional manufacturing investment cases.
Conclusion
Robotics
and automation, paired with digitalization, carry a huge potential for
microbial QC in the pharmaceutical industry. Throughput becomes more flexible,
manual handling errors are avoided, and results become repeatable and thus more
reliable. The real-time captured data provide actionable insights: trends can
be monitored, deviations flagged earlier, and investigations into
out-of-specification results accelerated. Scheduling is streamlined,
documentation burdens reduced, and overall operational efficiency enhanced. Automated
data recording and storage across the entire workflow—from material selection
to final reporting—ensures full data integrity and traceability.
The first
step on the path to automation is usually to set up a team that looks into the
feasibility of the transition. This team should include IT and regulation
specialists, as well as an external expert with first-hand knowledge of and
experience with automation solutions. Their role is to weigh the investment
against the calculable as well as the strategic benefits. If deemed beneficial,
they will be in a good position to make the case to management.
CTA: Get in touch with a specialist of
ours for QC robotics, automation and digitalization: Request consultation
Pharmaceutical Microbiology Resources (http://www.pharmamicroresources.com/)