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Accelera’ng Medical Device Development While Improving Compliance October 13, 2016 Aaron Joseph Medical Devices Consultant Consensia, Inc. - hAp://consensiainc.com/ Irwin & Associates, Inc. - hAp://www.irwinmeddevicesoluGons.com/
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Accelerating Medical Device Development While Improving Compliance

Apr 13, 2017

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Page 1: Accelerating Medical Device Development While Improving Compliance

Accelera'ng Medical Device Development While Improving Compliance

October13,2016

AaronJosephMedicalDevicesConsultant

Consensia,Inc.-hAp://consensiainc.com/

Irwin&Associates,Inc.-hAp://www.irwinmeddevicesoluGons.com/

Page 2: Accelerating Medical Device Development While Improving Compliance

What’stheProblem?

• Designflawsdiscoveredlateindevelopmentleadingtoexpensivedelays

• ScheduleoverrunswithsoQwaredevelopment• Complianceproblemswithdesigncontrols• Highmanufacturingcosts• Productrecalls

Copyright2016AaronJosephConsulGng 2

LeanandagilemethodscanaddressalloftheseproblemsbutincorporaGngthemintothehighlyregulatedmedicaldeviceindustrypresentsmulGplechallenges

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Outline1.  TheStoryof2projects(comparinglean-agileapproachto

tradiGonal)2.  AgileSWmethodsadaptedtomedicaldevicesoQware3.  AdapGnglean-agilemethodstoregulatedindustry4.  AdapGngqualitysystemprocedurestosupportlean-agilemethods5.  ConsideraGonsforDHFdocumentaGonandSWtools6.  SummaryandQ&A

Copyright2016AaronJosephConsulGng 3

Page 4: Accelerating Medical Device Development While Improving Compliance

Balancing 3 Customers

Copyright2016AaronJosephConsulGng 4

MedicalDevice

Development

ProductUsers(clinicians&paGents)

Manufacturing

Regulators(FDA,etc.)

Page 5: Accelerating Medical Device Development While Improving Compliance

TheStory:Real-life(hypotheGcal)Comparison

Copyright2016AaronJosephConsulGng 5

Walter’sTeam•  Tradi.onal(waterfall)approach

Grace’sTeam•  Lean-AgileapproachNEW!

• CompanywantstodevelopanextgeneraGoninfusionpump

• Keyproductpillars:smaller,lighter,easiertouse

• Aggressiveschedule:24monthstolaunch;16monthstosubmission

•  Twoteams:

Page 6: Accelerating Medical Device Development While Improving Compliance

The Knowledge Timeline

Don’tforceteamtomakekeydecisionsearlybasedonincompleteknowledge

Know

lege

Prod

uctLau

nch

ProductDevelopmentTimeline

Whathappenstotheknowledgea0erproductlaunch?

Copyright2016AaronJosephConsulGng 6

Concept Planning Pre-Produc.on Produc.onDevelopment Verifica.on

Page 7: Accelerating Medical Device Development While Improving Compliance

Knowledge-Driven Product Development

Copyright2016AaronJosephConsulGng 7

•  Successfulnewproductdevelopmentdemandsdeepknowledgeof:1.  ProductapplicaGon2.  Producttechnology3.  Manufacturingprocesstechnology

•  +forMedicalDevices:4.  RegulatoryApproval(approvalprocessandkey

concernsofregulators)5.  Compliance(requirementsofallapplicable

regulaGonsandstandards)

MedicalDevices:understandtheclinicalenvironmentandtheneedsofclinicians

Page 8: Accelerating Medical Device Development While Improving Compliance

Expensive design and process changes (loopbacks) caused by late learning

ConceptPhase

FeasibilityPhase

DevelopmentPhase

Valida.onPhase

Produc.onPhase

IdenGfyafewproductconcepts

Selectoneconcept

Performdetaileddesign;buildprototypesandtest

Pilotmfg;ClinicaltesGng

ProducGoninvolume

Learnaboutproblemswithdesignofproductandmanufacturingprocesses

$$$$$$$

Copyright2016AaronJosephConsulGng 8

Problems with Tradi'onal (waterfall) Approach

GAT

E

GAT

E

GAT

E

GAT

E

Page 9: Accelerating Medical Device Development While Improving Compliance

Comparison: A Story of 2 Projects Areal-lifeexampleof(hypotheGcal)productdevelopmentproject

Copyright2016AaronJosephConsulGng 9

Page 10: Accelerating Medical Device Development While Improving Compliance

TheStory:Real-life(hypotheGcal)Comparison

Copyright2016AaronJosephConsulGng 10

Walter’sTeam•  Experiencedprojectlead•  Fullyresourcedcross-funcGonalteam(ME,EE,

SW,clinical,UX,Mfg,Quality,Purchasing,Regulatory,etc.)

•  Tradi.onal(waterfall)approach

Grace’sTeam•  Experiencedprojectlead•  Fullyresourcedcross-funcGonalteam(ME,EE,

SW,clinical,UX,Mfg,Quality,Purchasing,Regulatory,etc.)

•  Lean-AgileapproachNEW!

• AdvancedResearchDept.:•  designedanewpumpmechanismthatismorepreciseandlowerpowerthanexisGngtechnology

•  IdenGfiednewbaLerytechnology(smaller,fastercharging)

•  Launchin2years

Page 11: Accelerating Medical Device Development While Improving Compliance

Product Development Phases 3

Verifica.on4

Pre-Produc.on5

Produc.on0

Concept

510ksu

bmission

Prod

uctLaunch

ProjectbeginsatPlanningPhasewiththefollowingkeyinputs:•  Productintendeduseanduserneeds•  BusinesscaseincludingMarkeGng,Legal,

Regulatory,Financial,andTechnologicalconsideraGons

•  ProductConcept

GAT

E

GAT

E

1Planning

2Development

GAT

E

GAT

E

-Productdevelopmentplanning,-HazardAnalysis,-Requirements&architecture-Regulatorystrategy

MfgProcessvalida.on+Launchreadiness

-HW&SWdesign,-DetailedRiskAnalysis,-Prototyping-Testmethoddevelopment-Mfgprocessdevelopment

-Designfreeze-Designverifica.on-Mfgprocessdevelopment

-Clinicaltes.ng,-Humanfactorstes.ng-Preparesubmission

Page 12: Accelerating Medical Device Development While Improving Compliance

ComparisonStory:StartWalter’sTeam

•  Begindetailedprojectplanning•  BeginwriGngproductrequirementsand

soQwarerequirements•  Performhazardanalysis

Copyright2016AaronJosephConsulGng 12

Grace’sTeam•  Beginhigh-levelprojectplanning•  BeginwriGngpreliminaryrequirements•  Performhazardanalysis•  IdenGficaGonofknowledgegaps:

•  PlantesGngofnewpumpmechanism•  PlantesGngofnewbaAery•  PlantesGngofUIdesigns

Year1 Year2

+Setupproject“WarRoom”(obeya)

Expensive!TesGngusesupGmeandscarce

resources

ProductDevelopmentTimeline

Page 13: Accelerating Medical Device Development While Improving Compliance

ComparisonStory:Year1-Q1Walter’sTeam

•  Comprehensivedetailedprojectplanning•  Comprehensiveproductrequirementsand

soQwarerequirements•  Performhazardanalysis•  Phase1/Gate1completed✔

Copyright2016AaronJosephConsulGng 13

Grace’sTeam•  High-levelprojectplanning•  Preliminaryrequirementsandhazardanalysis•  Closingknowledgegaps:

•  EvaluaGonofnewpumpmechanism•  EvaluaGonofnewbaAery•  EvaluaGonofUIdesigns

•  MulGpletripstohospitalstoobserveuseofdruginfusionpumps

•  SoQwareteamsprintsproducedseriesofroughSWdemosforevaluaGon

Year1 Year2

Page 14: Accelerating Medical Device Development While Improving Compliance

Agile SoKware Development ExampleofintegraGngnewmethodsintoahighlyregulatedenvironment

Copyright2016AaronJosephConsulGng 14

Page 15: Accelerating Medical Device Development While Improving Compliance

Agile has many proven advantages for SW

Copyright2016AaronJosephConsulGng 15

Agileimproves:•  VisibilityofSWprojectto

stakeholders•  Flexibilityinrespondingto

changinguserneeds•  ManagingSWprojectrisks•  QualityofreleasedSW

Page 16: Accelerating Medical Device Development While Improving Compliance

The Agile Manifesto (2001)

Copyright2016AaronJosephConsulGng 16

WeareuncoveringbeAerwaysofdevelopingsoQwarebydoingitandhelpingothersdoit.Throughthisworkwehavecometovalue:

Individualsandinterac.onsoverprocessesandtoolsWorkingso]wareovercomprehensivedocumentaGon

Customercollabora.onovercontractnegoGaGonRespondingtochangeoverfollowingaplan

Thatis,whilethereisvalueintheitemsontheright,

wevaluetheitemsontheleQmore.

Feb.2001-hAp://agilemanifesto.org/

MedicalDeviceRegulaGonsèprocesses&documentaGonSoluGon:findabalancetomaintainbenefitsofAgilewhilesGllfulfillingregulatoryrequirements

AAMITIR45:2012–GuidanceonUseofAgileforMedicalDeviceSo]ware

Page 17: Accelerating Medical Device Development While Improving Compliance

2-weekSprint

Agile Scrum: Developing SoKware in Short Sprints

ProductBacklog

SprintBacklog SprintTasks

DailyScrum DailyScrum:team

sharesstatusandidenGfiesissues

ReviewofSWwithstakeholders+SprintRetrospec.ve

SprintPlanning:defineworktasksfornextsprint

Highestpriorityfeatures Working

SoQware

Page 18: Accelerating Medical Device Development While Improving Compliance

Waterfalls

FDA Design Controls (21CFR820.30)

IEC62304MedicalDeviceSo]wareStandard

5.1SWDevelopmentPlanning

5.2SWRequirements

Analysis

5.3SWArchitectural

Design

5.4SWDetailedDesign

5.5SWUnitImplementaGon&VerificaGon

5.6SWIntegraGon&

IntegraGonTesGng

5.7SWSystemTesGng

5.8SWRelease

18Copyright2016AaronJosephConsulGng

Page 19: Accelerating Medical Device Development While Improving Compliance

5.1SWDevelopmentPlanning

5.2SWRequirements

Analysis

5.3SWArchitectural

Design

5.4SWDetailedDesign

5.5SWUnitImplementaGon&VerificaGon

5.6SWIntegraGon&

IntegraGonTesGng

5.7SWSystemTesGng

5.8SWRelease

7.RiskMgmt

7.RiskMgmt

7.RiskMgmt

TransposingWaterfalltoAgile(IEC62304MedicalSWStandard)

5.1SWDevelopmentPlanning(sprintplanning)

5.2SWRequirementsAnalysis

5.3SWArchitecturalDesign

5.4SWDetailedDesign

5.5SWUnitImplementaGon&VerificaGon

5.6SWIntegraGon&IntegraGonTesGng

5.7SWSystemTesGng&RegressionTesGng

5.8SWRelease

ForeachSprint

AAMITIR45:2012–GuidanceonUseofAgileforMedicalDeviceSo]ware

ForeachRelease

5.7SWSystemTesGng

5.1SWDevelopmentPlanning(releaseplanning)

ForeachProject 5.1SWDevelopmentPlanning(project)

5.2SWRequirementsAnalysis(high-level,backlogmgmt)

5.3SWArchitecturalDesign(infrastructure)

5.6SWIntegraGon&

IntegraGonTesGng

Copyright2016AaronJosephConsulGng 19

Page 20: Accelerating Medical Device Development While Improving Compliance

Agile Cycles and Design Planning

Copyright2016AaronJosephConsulGng 20

DayPlan

SprintPlan

ReleasePlan

ProjectPlan•  DesigncontrolsareorganizedaroundmulGplecycles(layers)

•  Project=oneormoreReleases•  Release=oneormoreSprints•  Planningperformedatalllayers•  UGlizesrollingwaveplanning•  RegularupdatestoDHFdocumentaGon

Page 21: Accelerating Medical Device Development While Improving Compliance

Agile Methods Break Up the Work

21

DesignInputAc.vi.es DesignOutputAc.vi.es

DesignInputAc.vi.es

DesignInputAc.vi.es

DesignInputAc.vi.es

DesignInputAc.vi.es

DesignOutputAc.vi.es

DesignOutputAc.vi.es

DesignOutputAc.vi.es

DesignOutputAc.vi.es

DesignOutputAc.vi.es

DesignOutputAc.vi.es

DesignOutputAc.vi.es

DesignOutputAc.vi.es

DesignOutputAc.vi.es

DesignInputAc.vi.es

DesignInputAc.vi.es

DesignInputAc.vi.es

DesignInputAc.vi.es

DesignInputAc.vi.es

… …

DesignInputAc.vi.es DesignOutputAc.vi.es

DesignOutputAc.vi.esDesignInputAc.vi.es

DesignOutputAc.vi.esDesignInputAc.vi.es

DesignInputAc.vi.es DesignOutputAc.vi.es

DesignOutputAc.vi.esDesignInputAc.vi.es

DesignOutputAc.vi.esDesignInputAc.vi.es

Waterfall(batch)

Agile

Copyright2016AaronJosephConsulGng

Page 22: Accelerating Medical Device Development While Improving Compliance

The Story Con'nues “Aninvestmentinknowledgepaysthebestinterest”–BenjaminFranklin

Copyright2016AaronJosephConsulGng 22

Page 23: Accelerating Medical Device Development While Improving Compliance

SuccessA

ssured

!

Knowledge First (then everything else)

Concept

LearningDominant

Focuso

fProjectTeam

Prod

uctLau

nch

Planning Pre-Produc.on

ProductDevelopmentTimeline

Copyright2016AaronJosephConsulGng 23

TaskDominant

100%

Produc.onDevelopment Verifica.on

Page 24: Accelerating Medical Device Development While Improving Compliance

ComparisonStory:Year1-Q3Walter’sTeam

•  Hardwaredesigncompleted(mech/elec)✔•  Prototypebuildcompleted✔•  SoQwareteamdoingintegraGon•  Detailedriskanalysiscompleted(dFMEA)✔•  Testmethoddevelopmentunderway•  Manufacturingprocessdevelopmentunderway,

includingqualificaGonofsuppliers•  PreparingdocumentsforGate2

Copyright2016AaronJosephConsulGng 24

Grace’sTeam•  FinishedextensivetesGngofnewpumpmechanism

aswellas2backupdesigns•  FinishedextensivetesGngofnewbaAeryaswellas

3backupdesigns•  ConductedmulGpleformaGvehumanfactorstests

ofUIdesigns,usingprototypesoQwaregeneratedevery2weeksrunningonHWtestbed

•  Phase1/Gate1completed✔

PROBLEMSdiscovered!1.  Reliability:newpumpmechanismsomeGmesfailsaQer3000cycles2.  OverheaGng:newbaAeriesoverheatwhenfullyassembledinproduct

housing3.  UserInterface:firstandseconddesignswereafailure(butthirddesign

testswellwithlotsofposiGveuserfeedback)

Year1 Year2

IsGrace’steamreallybehindschedule?

Page 25: Accelerating Medical Device Development While Improving Compliance

Quality System Adapta'ons MakeyourSOPsandLean-Agilemethodsfittogether

Copyright2016AaronJosephConsulGng 25

Page 26: Accelerating Medical Device Development While Improving Compliance

TheFacts:

26

•  Lean-agilemethodsdonotconflictwiththerequirementsofFDAregulaGons,ISO13485,IEC62304,orothermedicaldevicestandards

•  Lean-agilemethodsdoconflictwiththequalitysystemsofmanymedicaldevicecompanies

• Qualitysystemproceduresmustbeadaptedforlean-agilemethodsandlikewisethemethodsmustbeadaptedforcompliance(addiGonaldocumentaGonandapprovalsteps)

Copyright2016AaronJosephConsulGng

Page 27: Accelerating Medical Device Development While Improving Compliance

Design Controls – Elements

DesignPlanning

DesignTransfer

DesignOutput

DesignInput

DesignValida.on

DesignReviewUser

Needs

DesignVerifica.on

27Lean/agile/hybridapproachesvsWaterfall–companieshaveflexibilityinimplemenGngregulaGons

Copyright2016AaronJosephConsulGng

Yourqualitysystemmustaddresseveryelementofdesigncontrolsbutyoudon’tneedtodoitinawaterfallfashion—youcanorganizetheelementsinawaythatmakesthemostsenseforyourproductsandyourorganizaGon

Page 28: Accelerating Medical Device Development While Improving Compliance

BusinessCase&ProductConcept

IntendedUseClinicalpurpose,typesofusers/paGents,usageenvironment

RegulatoryStrategy

HazardAnalysis

DesignRequirements Tes.ng

DesignIteraGons

Desig

nSpaceLimits

ApplicableStandards

4 Key Areas Establish Regulatory Framework for Medical Device Product Development

Copyright2016AaronJosephConsulGng 28

Page 29: Accelerating Medical Device Development While Improving Compliance

RiskManagement(ProductSafety)• Need‘upfront’riskassessment:

•  needstobefastbutcomprehensiveandcannotrequiredetaileddesign•  High-level/top-down•  Example:“SystemHazardAnalysis”providestheframeworkandiscomplementarytosubsequentdetailedriskassessments(dFMEA,uFMEA,pFMEA)

•  Lean-agilemethodsimproveriskmanagement:•  IteraGonsimproveidenGficaGonandassessmentofrisks•  IteraGonsimprovedesignandtesGngofmiGgaGons•  UseerrorandmiGgaGonscanbeaddressedearlyindevelopment

• Risktraceabilityneedstobemaintainedthroughoutdevelopment(riskàreqtàdesignàtest);–don’ttrytodotracingjustattheend

Copyright2016AaronJosephConsulGng 29

Page 30: Accelerating Medical Device Development While Improving Compliance

PhaseswithoutGates•  PhasesorganizelargenumbersofinterrelatedacGviGesanddeliverables(good!)

-BUT-•  “RigidGates”(determiningwhetherteamcanproceed)assumeproductdevelopmentispurelysequenGalandinsGtutebatchedhand-offswherelotsofworkandlotsofknowledgeistransferredatoneGmeacrossgroups:

Copyright2016AaronJosephConsulGng 30

Planning Pre-Produc.on Produc.onDevelopment Verifica.on

•  Instead,allowworktobedoneinmulGplephasessimultaneously;usePhaseEndReviewtomarksuccessfulcompleGonofeachphase:

GAT

E

GAT

E

GAT

E

GAT

EPlanning

Pre-Produc.on Produc.on

Development

Verifica.on

Page 31: Accelerating Medical Device Development While Improving Compliance

AdapGngDesignControlsforLean-AgileDesignControl

ElementAdapta.ons

DesignPlanning High-levelplanningcoveringenGreproject;detailedplanningonlyforshort-term;makeplanningVISUAL—allteammembersandstakeholderscanclearlyseeallkeyaspectsofprojectatallGmes

Requirements Don’tmandatecompleteanddetailedrequirementstostartproject;allowrequirementstobeelaboratedandrefinedthroughoutdevelopment

DesignV&VTesGng Don’tmandatethatallverificaGontesGngbecompletedbeforevalidaGonbegins;allowforstageddesignfreezewhereverificaGoncanbeperformedonsomepartsofproductwhileotherpartsofdesignarebeingfinalized(allowsmaximumflexibilitytotheprojectteamtomakedesignchangesuptothe“lastresponsiblemoment”)

Regulatorysubmissions CommunicateearlytoenGreteameverythingrequiredforthesubmission(alltestevidence,keyareasofconcern,etc.)

Copyright2016AaronJosephConsulGng 31

Page 32: Accelerating Medical Device Development While Improving Compliance

DesignHistoryFile(DHF)•  DHFshouldserveasaknowledgerepository,notjustcompliancedocumentaGon

•  IncluderaGonalefordesignrequirements,backgroundfortestmethods,etc.•  OrganizeforeasyretrievalofinformaGon(searchable,cross-linked)

•  ManageDHFdocumentaGonsothatworkcanbedoneonmanydocumentssimultaneously(de-centralized)withmanyiteraGons,whilesGllmaintainingintegrityandconsistencyandtraceability

•  IteraGonsduringearlydevelopmentcanimprovecompliance:•  Everyonelearnsmoreaboutthequalitysystemprocesses•  Helpsensurethefinaloutputiscompleteandconsistent•  Methodscanberefinedasneededbeforeproductisfinalized

•  ExponenGalincreaseincompliance/documentaGoneffortnearproductlaunch(don’titerateatthispoint!!!)

Copyright2016AaronJosephConsulGng 32

=relaGonaldatabase

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The Story Finishes WhatcanwelearnfromWalterandGrace’steams?

Copyright2016AaronJosephConsulGng 33

Page 34: Accelerating Medical Device Development While Improving Compliance

ComparisonStory:Year2-Q1Walter’sTeam

•  Phase2/Gate2completed✔•  Phase3integraGontesGngandsystemtesGng

revealedproblemwithbaAeryoverheaGng;teamhasbeguninvesGgaGngalternaGvedesigns

•  SoQwaretesGngrevealedalargenumberofbugs(SoQwareteamnowfixingthem)

•  HumanfactorstesGngdelayedunGlSWfixed•  TestprotocolsbeingwriAenforV&VtesGng•  ManufacturingprocessdevelopmentconGnuing

Copyright2016AaronJosephConsulGng 34

Grace’sTeam•  Phase2/Gate2completed✔•  DesignverificaGontesGngcompleted,including

60601cerGficaGon(elecsafety,EMC,etc.)•  Phase3/Gate3completed✔•  PreparingforPhase4validaGontesGng

PROBLEMS(Grace’steamalreadydiscoveredandresolved)1.  Reliability:newpumpmechanismsomeGmesfailsaQer3000cycles2.  OverheaGng:newbaAeriesoverheatwhenfullyassembledinproduct

housing3.  UserInterface:firstandseconddesignswereafailure(butthirddesign

testswellwithlotsofposiGveuserfeedback)Whenw

illWalter’steam

discover

theproble

mswithth

epump

mechanism

andUIde

sign?

Year1 Year2

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When were design issues iden'fied?

Copyright2016AaronJosephConsulGng 35

•  Lean-AgilemethodsencouragerapididenGficaGonofdesignissuesearlyindevelopment(andthereforemorerapidsoluGons)

•  PeakproblemsolvingacGvityinthetradiGonalapproach(blue)happensneartheendofdevelopmentandoQenextendsbeyondthedeadline(“100%”)

BasedonpresentaGonbyTakashiTanaka-LeanSummit2011(LeanEnterpriseAcademy)

Grace’sTeam

Walter’sTeam

DiscoveringproblemslatermeanstheyhavetobefixedlaterwhichleadstolotsoflastminutefirefighGng.ThisnotonlydelaysthatproductbutalsounderminesthenextproductdevelopmentprojectbecausekeyresourcesarebusyfirefighGng.

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TheMoraloftheStory

Copyright2016AaronJosephConsulGng 36

Walter’sTeam•  Tradi.onal(waterfall)approach

Grace’sTeam•  Lean-AgileapproachNEW!•  Regulatorysubmissionon.me✔•  Productlaunchon.me✔

•  InnovaGvenewproductdevelopmentalwaysinvolvesrisks

•  Focusingearlyeffortsonprojectrisksmakeslaterstagespredictable(fastlearningtocloseknowledgegaps)

•  Aprojectthatisonscheduleduringitsearlyphasesdoesnotmeanitwilldeliveronscheduleattheend

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SuccessA

ssured

!

Product Development with “Two Minds”

Concept

LearningDominant

Focuso

fProjectTeam

Prod

uctLau

nch

Planning Pre-Produc.on

ProductDevelopmentTimelineCopyright2016AaronJosephConsulGng 37

TaskDominant

100%

Produc.onDevelopment Verifica.on

Mindset:highlyflexible,rapid

exploraGon,rapidchanges

Mindset:Rigorous,efficient,

standardized,systemaGc

Page 38: Accelerating Medical Device Development While Improving Compliance

Summary “AbadsystemwillbeatagoodpersoneveryGme.”–W.EdwardsDeming

Copyright2016AaronJosephConsulGng 38

Page 39: Accelerating Medical Device Development While Improving Compliance

IsItReallyFaster?KeywaysthatLean-AgilemethodsshortenGmetomarket:1.  IdenGfyknowledgegapsearlyandtacklethem

aggressively(avoidlate-breakingproblemsthatleadtobigdelays)

2.  Atamedicaldevicecompanylate-breakingproblemscantriggeracascadeofissues—canleadtoregulatoryproblemsontopoftechnicalproblems(re-submit,etc.)

3.  FrequenttesGngandfeedbacktofinddesigndefectsearlyandadjustdevelopmentaccordingly

4.  OnlyspendGmeonwhatcustomersreallyneedandwant(freeupengineeringGmefromnon-valueaddedtasks)

Copyright2016AaronJosephConsulGng 39

+therearemorewaysthatLean-Agilemethodsaccelerateproductdevelopmentwhicharenotasstraighzorwardtosee(e.g.,beAercommunicaGon,increasedmoGvaGon,processopGmizaGon,etc.)

CostofDelay=$$$

Page 40: Accelerating Medical Device Development While Improving Compliance

Knowledge-Driven Product Development

Copyright2016AaronJosephConsulGng 40

•  Successfulnewproductdevelopmentdemandsdeepknowledgeof:1.  ProductapplicaGon2.  Producttechnology3.  Manufacturingprocesstechnology

•  ForMedicalDevices:4.  RegulatoryApproval(approvalprocessandkey

concernsofregulators)5.  Compliance(requirementsofallapplicable

regulaGonsandstandards)

MedicalDevices:understandtheclinicalenvironmentandtheneedsofclinicians

Page 41: Accelerating Medical Device Development While Improving Compliance

Challenges in Adop'ng Lean and Agile Methods

Copyright2016AaronJosephConsulGng 41

UnderminingLean-AgileMethods:•  DecisionbyHiPPO•  Employeeturnover•  Knowledgehandoffs(scaAer)•  Overloadedengineers•  Responsibilityseparatedfrom

control•  Fear

WhydosomeorganizaGonsfeelthreatenedbytheseprinciplesoflean-agilemethods?•  Designdecisionsbasedonknowledge•  VisualizaGon(transparency)ofproductdevelopment

Page 42: Accelerating Medical Device Development While Improving Compliance

Lean-AgileMethodsforMedicalDeviceDevelopment

1. Lean-agilemethodscanacceleratemedicaldevicedevelopment

2. Iftheteamcan’tsolvethetechnicalchallengeof‘X’thenallotherworkontheproductisuseless

3. Focusonknowledge,notjusttasks

4. MinimizingtesGng=minimizingknowledgegained

5. Qualitysystemproceduresneedtobeadaptedtosupportlean-agilemethods

Copyright2016AaronJosephConsulGng 42

Page 43: Accelerating Medical Device Development While Improving Compliance

SuggestedResourcesforLeanandAgileProductDevelopmentWebsites:

•  hAp://www.leanprimer.com/downloads/lean_primer.pdf-goodoverviewofleanprincipleswriAenbytwosoQwaremanagementconsultants(CraigLarmanandBasVodde)whoincludeaspectsofsoQwareagilemethodsaswell

•  hAp://theleanthinker.com/-ablogbyMikeRotherwithlotsofgoodobservaGonsandreal-lifeissuesinvolvedinchanginganorganizaGontolean

•  hAp://www.coe.montana.edu/IE/faculty/sobek/A3/index.htm-ashorttutorialontheToyotaA3techniqueforproblemsolvingbyDurwardSobek

•  hAp://www.lean.org/-LeanEnterpriseInsGtute(consulGngfirmandforum);largecollecGonofarGclesandonlineforumsdiscussingaspectsofleanproductdevelopment,leanmfg,andleanservices

•  hAp://theleanedge.org/-aforumfordiscussionsofleanmanagementissueswithcontribuGonsfrommanyofthethoughtleadersintheleancommunity

•  hAp://playbookhq.co/blog/-lotsofgoodblogposGngsonconceptsandmethodsforlean-agileproductdevelopment;linkstolotsofaddiGonalresources

•  hAps://www.scrumalliance.org-ScrumAllianceisanon-profitorganizaGon;hasarGclesandlinksonagilemethods

•  hAps://www.mountaingoatsoQware.com/agile-extensivesetofblogposGngsonmulGpleaspectsofagilesoQwaredevelopmentbyconsultantMikeCohn

•  hAps://less.works/-LargeScaleScrum(LeSS)frameworkforlargescaleprojects

•  hAp://www.scaledagileframework.com/-amanagementsystemforlargescaleprojects(SaFE)43 Copyright2016AaronJosephConsulGng

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SuggestedResourcesforLeanandAgileProductDevelopmentBooks:

•  "MasteringLeanProductDevelopment"byRonaldMascitelli-acollecGonofpracGcalmethodstoimproveeverythingaproductdevelopmentorganizaGondoesfromproductstrategytorunningefficientdesignreviews(includesextensivebibliography).

•  "ThePrinciplesofProductDevelopmentFlow"byDonaldReinertsen-detailedexplanaGonsofkeyprinciplestoacceleratedproductdevelopment,basedonTheoryofConstraints,queuingtheory,andmore.

•  "LeanProductandProcessDevelopment"byAllenCWard-aspiritedpresentaGonofthephilosophyandtechniquesforleanproductdevelopmentfromtheguywhoinspiredmanyothers(publishedposthumously)

•  "Ready,Set,Dominate"byMichaelKennedyetal-amoreevolvedpresentaGonoftheideasfromWard'sbook,basedonthereal-lifeexperiencesofKennedy'sconsulGngclients.IncludescasestudiesoftwocompaniesgoingthroughleantransformaGons.

•  “ManagingtoLearn”byJohnShook–anexcellentintroducGontotheuseofthe‘A3method’forproblemsolving,communicaGon,learning,andleanmanagement.

•  “TheLeanStartup”byEricRies–amustreadforentrepreneursandanyonemanagingprojectstocreatesomethingnewundercondiGonsofextremeuncertainty.

•  “TheElementsofScrum”byChrisSimsandHillaryLouiseJohnson–asimplebutcomprehensivedescripGonofoneofthemostpopularaspectsofagilemethodsforsoQwaredevelopment

44 Copyright2016AaronJosephConsulGng

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3WaystoSystemaGcallyAccelerateMedicalDeviceDevelopment

Copyright2016AaronJosephConsulGng 45

1.Leanandagilemethods

+

2.LeveragingHW/SWtechnologyplazorms

3.Streamlinedcompliance

(thispresentaGon)

Page 46: Accelerating Medical Device Development While Improving Compliance

ADDITIONAL SLIDES

Copyright2016AaronJosephConsulGng 46

Page 47: Accelerating Medical Device Development While Improving Compliance

Two Different Approaches for Product Development

TradiGonal(waterfall)• Designthentest• Upfrontplanning• ManagetaskcompleGon• Worktransferredinlargebatches

• MaximizeuGlizaGon

Lean-Agile•  Testthendesign• Rollingwaveplanning• ManageknowledgecompleGon• Worktransferredinsmallbatchesonacadence

• Maximizethroughput• ConGnuousimprovement

Copyright2016AaronJosephConsulGng 47

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Lean Principles: Value & Waste

Value-Added

TotalWorkPerformed

TypeIWaste(necessary)

TypeIIWaste(unnecessary)

Value-Added TypeIWaste(necessary)

ELIMINATE!

Copyright2016AaronJosephConsulGng 48

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Documents are Not a Good Way to Manage Product Documenta'on

ManagingdesignrequirementsandotherproductdevelopmentinformaGonintextorspreadsheetdocuments(MSWordorExcel)isacommonapproachbuthastheseseriousdrawbacks:•  Nosupportforprocessworkflow:whocanchangewhatandwhen?WhatinformaGonmustbelinked

andchangedtogether?•  TraceabilityisstaGc—becausetracesmustbemaintainedmanually,thesearetypicallydefined

retrospecGvely(aQertheworkisdone)insteadofprospecGvely;traceinformaGonislikelytodegradeoverGmewithchangestotheproduct(post-launch)

•  Difficulttomanagechangespost-launch,toknowallthedocumentsaffectedbyachange•  Difficulttosearchacrossdocuments•  Changecontrolisperdocument—difficulttotrackwhichrequirementschanged,whochangedthem,and

when•  Nowaytoefficientlymanageproductvariantswherethereisalotofoverlapofrisks/requirements/tests

+document-centricapproachtendstoreinforcea“batchmindset”whichiscontrarytoleanandagilemethods

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Old Way: Product Documenta'on Stored in Documents

RiskAnalysis

SWReqts

TestProtocol

ProductReqts

TestReport

Revisioncontrolperdocument

DHF

Page 51: Accelerating Medical Device Development While Improving Compliance

TestProtocol

New Way: Product Documenta'on Stored in a Rela'onal Database

RiskAnalysis

SWReqts

SWTestProtocol

ProductReqts

SWTestReport

Revisioncontrolperdocumentandperelement

DocumentsaregroupingsofDHFelements

PR-1020:Systemshallprovide…

Textofrequirement

TestProtocol

AAributes(status,etc.)

Exportasetofdocumentsfromthedatabaseforsubmissions