Prepared for Onsite Environmental
Onsite Environmental has a laboratory workflow that works — a 30-year refined system of custom analysis calculators, automated report generation, and fast turnaround. What's missing is the management layer that gives David and the front office real-time visibility into every job, from check-in to completion.
This proposal outlines a lightweight project management system that sits alongside your existing workflow — not replacing it. Your analysis calculators, report macros, and data pipelines stay exactly where they are. We add a digital front-end for work orders, sample tracking, client communications, and audit trails.
The result: Same speed, same accuracy, plus complete visibility and client-facing professionalism.
Your existing systems do what they've always done. The Clearline dashboard observes, tracks, and manages — it doesn't interfere.
Check in samples with a single form: client, project, analysis type, due date, rush vs. standard. Auto-generates lab reference numbers following your existing naming convention. Prints barcode labels at check-in.
Single screen showing all active jobs and status. Color-coded by priority. Filter by client, project, analysis type, due date. "What's due tomorrow" view for front office planning.
Auto-generated when samples are checked in. Email to client: "We received the following samples." Professional, branded, legally defensible.
Lightweight agent watches your existing network folders. Detects when completed reports appear. Auto-updates job status. No bench iPads, no lab-wide check-ins.
Every action logged: who checked in, who reviewed, who completed. Immutable audit log for DOD compliance and legal defensibility. Full chain of custody.
Clients add analyses weeks or months later — the system handles it. Complete history of all work on a project. Searchable: "When did we last run samples for this project?"
Week 1: Review file structure, map work order requirements, design check-in form and label layout, confirm barcode printer specs
Week 2: Deploy dashboard, build work order entry, barcode printing, job tracking dashboard
Week 3: Walkthrough with David and front office, folder monitoring integration, receipt summaries, adjustments
Week 4: Action logging, chain of custody tracking, DOD compliance review
Week 5: Sample receipt email automation, client templates, add-on/reopen workflow
QuickBooks integration · Custom reporting views · Mobile access · Additional client templates
Final pricing determined after Phase 1 discovery session.
We don't do cookie-cutter LIMS. We build custom systems for labs that have real workflows — not spreadsheet templates pretending to be software.
Our approach is different because we learned it the hard way: we built Clearline for a client who had been through five failed LIMS implementations. We know what breaks, and we design around it.
For Onsite Environmental specifically: we understand that your VBA/Excel system is your competitive advantage. We're not here to replace 30 years of refined workflow. We're here to give David the visibility he needs without forcing analysts to change how they work.
1. Discovery call (30 min) — Walk through file structure, naming conventions, check-in process
2. Phase 1 kickoff — Start building within 1 week of approval
3. Weekly check-ins — David and team review progress every week
4. Go-live — Phase 1 complete in 3 weeks, full system in 5 weeks