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From Manual to Connected: Modernizing Chain of Custody in Analytical Labs

Effective laboratory data management streamlines processes and enhances automated traceability, leading to improved operational success.
Written byRiad Gacem
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Analytical laboratories are under increasing pressure to process more samples, meet stricter regulatory requirements, and deliver results faster. Yet many critical processes still rely on disconnected systems and manual data transfers.

At DiData, one lesson consistently emerges: “growth becomes easier when data foundations are built early.”

For organizations looking to modernize their operations, these are core areas worth examining.

Where Manual Processes Hold Labs Back

Despite significant investments in analytical instruments, many laboratories still rely on manual processes between systems.

The growing volume of laboratory data has outpaced paper-based workflows and spreadsheet-based tracking. Sample accessioning often involves transferring information from forms, emails, or Excel files into a LIMS, creating opportunities for errors and delays. Instrument data may also need to be manually exported and re-entered when systems are not integrated, increasing the risk of inconsistencies and wasting staff time. As data volumes and regulatory requirements grow, these disconnected processes become increasingly difficult to maintain, with limited traceability, version control, and auditability.

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Storage management is another common inefficiency. Sample locations, retention schedules, and disposal records are often kept in separate spreadsheets, making it difficult to quickly locate materials or reconstruct their history.

These issues may seem manageable day to day, but they become significant when laboratories need to investigate a result, support an audit, or scale operations.

Defining a Robust Chain of Custody

A strong chain of custody is built on continuous, automated traceability throughout the sample lifecycle.

From the moment a sample arrives, it receives a unique identifier that travels with it through every step of its lifecycle. This identifier acts as the anchor: every metadata field, every instrument reading, and every result generated during analysis is automatically tagged back to that same sample ID. As a result, when results flow directly from instruments into the laboratory system, the system already knows which sample produced them, which method was used, which instrument ran the analysis, and which analyst performed it, all connected through that single identifier rather than reconstructed after the fact.

The same principle applies to storage. Every movement should be automatically recorded, creating a complete and searchable history of the sample’s journey.

In modern research environments, this traceability often extends far beyond the original sample. A single blood collection may generate plasma, serum, DNA, RNA, multiple aliquots, and downstream datasets. Maintaining parent-child relationships between the original specimen and all derived materials ensures that every result can be traced back to its source. Modern LIMS platforms can also capture the complete operational context surrounding each sample, including the instruments, reagents, workflows, and personnel involved, providing the level of transparency required for reproducibility, quality assurance, and regulatory compliance.

The goal is simple: capture traceability automatically rather than relying on manual record-keeping.

Building a Scalable Integration Strategy

Successful integration projects begin long before any technical implementation.

Instruments, LIMS platforms, storage systems, and quality processes often use different formats and standards, making interoperability a critical consideration.

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Laboratories must also establish clear ownership of data. When multiple systems contain similar information, there should be a single authoritative source for each dataset to prevent inconsistencies.

Scalability is equally important. While point-to-point integrations may solve an immediate problem, they often become difficult to maintain as new instruments, workflows, or sites are added. A connected architecture provides greater flexibility and reduces long-term complexity.

A practical example comes from a national biobank managing more than 500,000 samples across over 120 research studies. As operations expanded, disconnected workflows and spreadsheet-based processes became increasingly difficult to manage. By centralizing study, sample, and operational data within a unified platform, the organization gained greater visibility, consistency, and control across its activities.

Reducing Complexity Through Workflow Standardization

Many laboratories associate standardization with additional forms, approvals, and administrative effort. In reality, configurable workflows can achieve the opposite.

A well-designed workflow engine embeds laboratory procedures directly into daily operations. Instead of relying on individuals to remember every step, the system guides users automatically and verifies that required actions have been completed before work progresses.

For example, reporting can be restricted until required analyses are complete, quality checks have been performed, and exceptions have been reviewed. The process becomes more consistent without creating additional work for analysts.

In one biobank environment, researchers previously managed studies using different collection schemes and tracking methods. Centralizing study design and workflows provided a consistent framework while simplifying day-to-day operations.

The workflow itself becomes evidence that procedures were followed correctly.

Looking Beyond Connectivity

At DiData, laboratory modernization is about creating a data foundation that connects samples, instruments, workflows, storage systems, and quality processes.

Beyond operational improvements, the next opportunity is AI.

As artificial intelligence becomes part of everyday laboratory operations, its value will depend on the quality and accessibility of the underlying data. Laboratories operating with fragmented systems will struggle to take advantage of these capabilities.

Those investing today in connected and interoperable infrastructures are preparing for growth. They are laying the groundwork for a new generation of intelligent laboratories, where automation, advanced analytics, and AI-powered capabilities become part of everyday operations.

The value of AI in laboratories depends on the quality, accessibility, and traceability of the underlying data infrastructure.

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Meet the Author(s):

  • Riad Gacem

    Riad Gacem is the CEO and founder of DiData, a Swiss company headquartered in Lausanne. With more than 15 years of experience in biotechnology, laboratory informatics, and biobanking, he has held key roles at the Swiss Biobanking Platform, Agilent Technologies, and Genohm. He earned a Master's degree in Biotechnology and Bioengineering from École Polytechnique fédérale de Lausanne (EPFL) before founding DiData in 2019. His vision is to simplify laboratory

    management by delivering one of the most intuitive and flexible Laboratory Information Management Systems (LIMS) on the market.

    View Full Profile

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