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Leveraging RFID to Enable Research




©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.
Promega Highlights


                                                                                        Founded 1978 by W. Linton, founder &
                                                                                        CEO - Headquarters in Madison, WI
                                                                                        One of the five largest Life Science
                                                                                        Research Companies in the World
                                                                                        2011 Revenues ~$300M USD
                                                                                        ~1,200 employees in 15 countries
                                                                                        Over 2,000 products for life science
                                                                                        research and applied science
                                                                                        distributed in >125 countries
Promega Headquarters, Madison, Wisconsin

©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.                                          2
Promega - Breadth of Technologies
Promega Products & Services
• Over 2000 reagents
• Integrated Solutions

Enable Research in Life Sciences
& Drug Discovery:
• Proteomics
• Genomics
• Cell Analysis

Products to Support:
• Molecular diagnostics
• Human identification.


 ©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.   3
Barriers to Analytical Success

  Reagents are biological, biochemical, and chemical materials that
  require proper care to ensure accurate analytical results:
  • Environmental control
  • Lot control
  • Procedural Protocols
  • Access control

  Traditional Reagent Supply methods included:
  • On-site Inventory
  • Consignment Inventory
  • Next day delivery




©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.   4
Barriers to Analytical Success

  Traditional Reagent Supply methods pitfalls
  • Operational Burden & Expense
              Logistics support
              Inventory management
              Inventory valuations
  • Laboratory Inefficiencies
              Researcher burden
              Analysis delayed waiting on critical supplies
  • Security issues around high value materials and
            controlled substances - Inventory shrinkage
  •         High freight costs
  •         Procurement Burden - individual purchase
            orders next day shipments
  •         Lack of regulatory controls
  •         Financial loss - improper results due to spoilage
            or protocol errors                                                          5
©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.
The Evolution of an Idea

Leverage Emerging Technologies to Enable Research
Provide a Reagent Supply Method:
• Reagent supply solution to eliminate
  logistics support and burden
• In-Laboratory Solutions to Insure
  uninterrupted analysis and maximize
  research efficiency
• Secure storage and access control
• Greatly reduce / eliminate shipping costs
• Streamline Procurement Process
• Provide Fresh lot controlled reagents



©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.   6
The Evolution of an Idea

Finding the Solution
• Established diverse development team
  across Promega
• Challenged them to solve a set of business
  problems with new technologies
• Engaged technology partners
• Captured Intellectual Property




©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.   7
The Evolution of an Idea – The Solution

But With Just a Simple Swipe…




©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.
Helix “Smart” Patented Capabilities

                                                                                        Product Tracking
                                                                                        • Patented Radio Frequency Identification Device
                                                                                          (RFID) monitors Helix supplies real time
                                                                                        • Helix can identify which item was removed and
                                                                                          knows which authorized user removed it.
                                                                                        • Helix can identify pass holder mistakes. If an
                                                                                          authorized user grabs the wrong item and returns
                                                                                          it to the unit, Helix acknowledges the return
                                                                                        • Helix will notifies pass holder via email when a
                                                                                          item is consumed

                                                                                        Real-time monitoring
                                                                                          • System Health
                                                                                          • Inventory Levels
                                                                                          • Temperature
                                                                                          • Supplies / Product Expiration Date
                                                                                          • Door Closure

©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.
Helix “Smart” Patented Capabilities

                                                                                        Secure Access
                                                                                        Passkey technology controls and keeps track of user
                                                                                        access
                                                                                        • Locked systems with pass card entry
                                                                                        • Pre- authorized access controls
                                                                                        • Passkey Data identifies
                                                                                            •   User
                                                                                            •   Cost Assignment Preference
                                                                                            •   Invoicing Preference (PO, Procurement Card, Credit
                                                                                                Card, etc..)
                                                                                        •   Passkey association with product usage




©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.
Helix “Smart” Patented Capabilities
Helix Integration into Promega ERP & Web Enterprise tools
•        Automated email confirmation
        Automated Invoicing & Reordering
•        Pass Holder Registration
•        View Helix in-cabinet stock
•        Site Administrative Privileges
                  Pass holder administration
                  Cost Assignment
                  Payment authorization
                  Order Management review
                  Manage / View Multiple Helix units
                  Remove or Stock with New Products
•         Seamless integration into eProcurement business processes
          supporting a wide variety of business to business solutions


©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.   11
Helix on-site storage solutions
Revolutionary on-site storage solutions providing secure access and “smart”
revolutionary technologies that associates what products are used by whom
and when. With a swipe of a card, simply take what you need and we track
everything for you.

Helix automation capabilities provide

•         Secure 24/7 Access

•         Product Tracking

•         System Mentoring

•         Automated Order Confirmation

•         Automated Invoicing & Reordering process
                                                                                        Freezer, Refrigerator, Cabinet solutions to meet
                                                                                            your space and reagent storage needs
•         Automated Inventory Management
©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.
The Evolution of an Idea
   Global Expansion and Proven Benefits

                                                                         •              Deployed over 800 units worldwide
                                                                         •              Fully automated business transactions
                                                                         •              Differentiated from competition
                                                                         •              Established strong growth platform for
                                                                                        Promega
                                                                         •              Enabled unique customer experiences




©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.
Terso Solutions, Inc. – Providing Global Solutions

Terso Solutions, Inc. created in 2005
• Wholly owned subsidiary of Promega
• Over 900 enclosures in use worldwide
• 12 patents secured for Terso RFID solutions
• Global Reach - Terso production
  facilities in Madison WI. And
  Mannheim, Germany
• Globally certified cabinets,
  refrigerators, and freezers




©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.   14
Terso Solutions Today

Leading provider of automated retail and inventory management
solutions for tracking high-value medical and scientific products in:
• HealthCare
• Life Science
• Pharmaceutical
• Chemical
• Government




©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.

                                                                                        15
Evolution – Making Connections

  Leveraging new technologies to make unique connections:
  • Human Interaction Devices




  • Emerging Technology Advancements & Enterprise Landscapes




©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.   16

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Leveraging RFID to Enable Research

  • 1. Leveraging RFID to Enable Research ©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.
  • 2. Promega Highlights Founded 1978 by W. Linton, founder & CEO - Headquarters in Madison, WI One of the five largest Life Science Research Companies in the World 2011 Revenues ~$300M USD ~1,200 employees in 15 countries Over 2,000 products for life science research and applied science distributed in >125 countries Promega Headquarters, Madison, Wisconsin ©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure. 2
  • 3. Promega - Breadth of Technologies Promega Products & Services • Over 2000 reagents • Integrated Solutions Enable Research in Life Sciences & Drug Discovery: • Proteomics • Genomics • Cell Analysis Products to Support: • Molecular diagnostics • Human identification. ©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure. 3
  • 4. Barriers to Analytical Success Reagents are biological, biochemical, and chemical materials that require proper care to ensure accurate analytical results: • Environmental control • Lot control • Procedural Protocols • Access control Traditional Reagent Supply methods included: • On-site Inventory • Consignment Inventory • Next day delivery ©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure. 4
  • 5. Barriers to Analytical Success Traditional Reagent Supply methods pitfalls • Operational Burden & Expense  Logistics support  Inventory management  Inventory valuations • Laboratory Inefficiencies  Researcher burden  Analysis delayed waiting on critical supplies • Security issues around high value materials and controlled substances - Inventory shrinkage • High freight costs • Procurement Burden - individual purchase orders next day shipments • Lack of regulatory controls • Financial loss - improper results due to spoilage or protocol errors 5 ©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.
  • 6. The Evolution of an Idea Leverage Emerging Technologies to Enable Research Provide a Reagent Supply Method: • Reagent supply solution to eliminate logistics support and burden • In-Laboratory Solutions to Insure uninterrupted analysis and maximize research efficiency • Secure storage and access control • Greatly reduce / eliminate shipping costs • Streamline Procurement Process • Provide Fresh lot controlled reagents ©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure. 6
  • 7. The Evolution of an Idea Finding the Solution • Established diverse development team across Promega • Challenged them to solve a set of business problems with new technologies • Engaged technology partners • Captured Intellectual Property ©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure. 7
  • 8. The Evolution of an Idea – The Solution But With Just a Simple Swipe… ©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.
  • 9. Helix “Smart” Patented Capabilities Product Tracking • Patented Radio Frequency Identification Device (RFID) monitors Helix supplies real time • Helix can identify which item was removed and knows which authorized user removed it. • Helix can identify pass holder mistakes. If an authorized user grabs the wrong item and returns it to the unit, Helix acknowledges the return • Helix will notifies pass holder via email when a item is consumed Real-time monitoring • System Health • Inventory Levels • Temperature • Supplies / Product Expiration Date • Door Closure ©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.
  • 10. Helix “Smart” Patented Capabilities Secure Access Passkey technology controls and keeps track of user access • Locked systems with pass card entry • Pre- authorized access controls • Passkey Data identifies • User • Cost Assignment Preference • Invoicing Preference (PO, Procurement Card, Credit Card, etc..) • Passkey association with product usage ©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.
  • 11. Helix “Smart” Patented Capabilities Helix Integration into Promega ERP & Web Enterprise tools • Automated email confirmation  Automated Invoicing & Reordering • Pass Holder Registration • View Helix in-cabinet stock • Site Administrative Privileges  Pass holder administration  Cost Assignment  Payment authorization  Order Management review  Manage / View Multiple Helix units  Remove or Stock with New Products • Seamless integration into eProcurement business processes supporting a wide variety of business to business solutions ©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure. 11
  • 12. Helix on-site storage solutions Revolutionary on-site storage solutions providing secure access and “smart” revolutionary technologies that associates what products are used by whom and when. With a swipe of a card, simply take what you need and we track everything for you. Helix automation capabilities provide • Secure 24/7 Access • Product Tracking • System Mentoring • Automated Order Confirmation • Automated Invoicing & Reordering process Freezer, Refrigerator, Cabinet solutions to meet your space and reagent storage needs • Automated Inventory Management ©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.
  • 13. The Evolution of an Idea Global Expansion and Proven Benefits • Deployed over 800 units worldwide • Fully automated business transactions • Differentiated from competition • Established strong growth platform for Promega • Enabled unique customer experiences ©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure.
  • 14. Terso Solutions, Inc. – Providing Global Solutions Terso Solutions, Inc. created in 2005 • Wholly owned subsidiary of Promega • Over 900 enclosures in use worldwide • 12 patents secured for Terso RFID solutions • Global Reach - Terso production facilities in Madison WI. And Mannheim, Germany • Globally certified cabinets, refrigerators, and freezers ©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure. 14
  • 15. Terso Solutions Today Leading provider of automated retail and inventory management solutions for tracking high-value medical and scientific products in: • HealthCare • Life Science • Pharmaceutical • Chemical • Government ©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure. 15
  • 16. Evolution – Making Connections Leveraging new technologies to make unique connections: • Human Interaction Devices • Emerging Technology Advancements & Enterprise Landscapes ©2011, Promega Corporation. Confidential and Proprietary. Not for Further Disclosure. 16

Notas do Editor

  1. We believe there’s a better way. One that provides the physical convenience of a traditional on-site stocking program without all the hassle. After years of customer feedback and development, we’ve introduced the Helix system.And with the simple swipe of a card, the burden is lifted.
  2. So how does Helix work?To the scientist, it’s simple – Just swipe the pass, grab the product and get back to the benchIt’s no surprise that simplicity requires advanced technology. The passkey controls access to the unit while RFID technology tracks the inventory. The Helix Core Center monitors inventory, temperature and expiration dates around the clock so that the scientists have continuous access to fresh product.Let’s explore how this impacts the key stakeholders in more detail.How Does Helix Work?Helix is a “smart” patented on site storage solution that provides Secure Access, Product Tracking, and Real Time Monitoring. Simply place a Helix on site stocking solution at your point of use. Pre- authorized users access the Helix solution by swiping their badge. Users add or remove inventory and shut the door; the system tracks all product movement automatically, and automates the billing and reordering process.  Secure AccessAll Helix units are locked to ensure secure storage of the inventory. To access the products, a user presents their access badge near the LCD screen to unlock the door. We work closely with you to identify your list of approved users that need access to the Helix solution. Approved users are issued an access badge that contains information such as user identification, cost assignment, group, department, and grant details.  Product TrackingUsing secure access and Radio Frequency Identification (RFID), every inventory transaction is captured and monitored in real time. When an authorized user access the Helix solution, , Helix can identify which item was removed and knows which authorized user removed it.. Helix will notify you via email when a transaction occurs, and will only bill you for the products you use. Helix is even smart enough to identify mistakes. If an authorized user grabs the wrong item and returns it to the unit, Helix acknowledges the return and does not process it as a transaction. mistakes.  Product Monitoring. Helix also monitors product health in real time, ensuing that items stored inside are fresh and free of degradation due to age, temperature, or improper storage. Helix perform real time status monitoring and tracks inventory levels, expiration dates, temperature, power status, and door ajar events. . If any of these fall out of specification, Helix automatically alerts Promega’s Technical staff for prompt resolution.
  3. So how does Helix work?To the scientist, it’s simple – Just swipe the pass, grab the product and get back to the benchIt’s no surprise that simplicity requires advanced technology. The passkey controls access to the unit while RFID technology tracks the inventory. The Helix Core Center monitors inventory, temperature and expiration dates around the clock so that the scientists have continuous access to fresh product.Let’s explore how this impacts the key stakeholders in more detail.How Does Helix Work?Helix is a “smart” patented on site storage solution that provides Secure Access, Product Tracking, and Real Time Monitoring. Simply place a Helix on site stocking solution at your point of use. Pre- authorized users access the Helix solution by swiping their badge. Users add or remove inventory and shut the door; the system tracks all product movement automatically, and automates the billing and reordering process.  Secure AccessAll Helix units are locked to ensure secure storage of the inventory. To access the products, a user presents their access badge near the LCD screen to unlock the door. We work closely with you to identify your list of approved users that need access to the Helix solution. Approved users are issued an access badge that contains information such as user identification, cost assignment, group, department, and grant details.  Product TrackingUsing secure access and Radio Frequency Identification (RFID), every inventory transaction is captured and monitored in real time. When an authorized user access the Helix solution, , Helix can identify which item was removed and knows which authorized user removed it.. Helix will notify you via email when a transaction occurs, and will only bill you for the products you use. Helix is even smart enough to identify mistakes. If an authorized user grabs the wrong item and returns it to the unit, Helix acknowledges the return and does not process it as a transaction. mistakes.  Product Monitoring. Helix also monitors product health in real time, ensuing that items stored inside are fresh and free of degradation due to age, temperature, or improper storage. Helix perform real time status monitoring and tracks inventory levels, expiration dates, temperature, power status, and door ajar events. . If any of these fall out of specification, Helix automatically alerts Promega’s Technical staff for prompt resolution.
  4. What is Helix?Helix is a “smart” on-site stocking program that provides our customers with the required workflow supplies to enable uninterrupted research and analysis. Our Helix solutions provide you supplies when you need them without the need to carry inventory or rely on the burden of daily ordering and shipping. Helix provides on-site storage system with secure access and “smart” revolutionary technologies that associates what products are used by whom and when, simply take what you need and we track everything for you. We take the burden out of the tracking and record keeping required of other on site stocking