We approach CSV as a disciplined lifecycle—from planning to operation to change control. Our services fall into three core phases: Planning & Strategy, Qualification & Execution, and Lifecycle & Change Control.
Strategy & Planning
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CSV Master Plan / Strategy: Define scope, roles, risk tiers, vendor expectations, and validation approach (GxP vs. non-GxP).
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Part 11 & Data Integrity Assessment: Assess compliance with 21 CFR Part 11, ALCOA+ principles, audit trails, and electronic signature needs.
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Risk Assessment & Criticality Scoping: Prioritize system functions by risk, defining what needs full validation vs. lighter controls.
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User Requirements & Functional Specifications (URS / FRS): Clarify how the system must perform and interface with other systems.
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Architecture, Interface & Integration Planning: Document system modules, data flows, external interfaces, and security dependencies.
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Qualification & Execution
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Design / Design Qualification (DQ): Ensure design aligns with requirements and risk assessments.
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Installation Qualification (IQ) / Configuration Checks: Confirm system installation, hardware/firmware, folder structure, environment requirements, and dependencies.
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Operational Qualification (OQ) / Functional Testing: Validate functions, error handling, boundary conditions, validations, security, and workflows.
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Performance Qualification (PQ) / User Acceptance Testing (UAT): Confirm system meets requirements in production-like scenarios, with representative users.
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Interface / Integration Testing: Validate data exchange, API calls, messaging, error conditions, and data integrity across interfacing systems.
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Data Migration / Conversion Validation: Validate that legacy data moved into the new system retained accuracy, integrity, and traceability.
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Security & Access Control Validation: Verify user roles, privileges, password rules, segregation of duties, audit trail settings.
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Backup, Recovery & Disaster Recovery Checks: Test system recovery paths, backups, restore procedures, resilience to system failures.
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Lifecycle Support & Change Control
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Change Control & Revalidation Triggers: Define criteria (software updates, upgrades, configuration changes) that require requalification or regression testing.
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Validation Maintenance & Periodic Review: Refresh risk assessments, review audit trails, monitor system performance, and verify ongoing compliance.
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Vendor Management & Qualification Oversight: Assess third-party software or cloud vendors for their validation practices, compliance posture, and service-level agreements.
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Defect / Deviation Handling & Remediation: Procedures for logging, investigating, and resolving validation deviations or software defects.
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Audit Readiness & Documentation Support: Maintain traceability matrices, mapping, validation reports, change logs, and other required artifacts to support regulatory inspections.
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Training & Handover: Provide system users and support teams with validated training materials and operational procedures.
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System Types & Environments We Validate
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LIMS (Laboratory Information Management Systems)
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ERP / MES / EBR / QMS / Document Management Systems
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Clinical Data Management Systems
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Equipment software and firmware
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Spreadsheets, databases, and analytics platforms
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Cloud-based / SaaS / hosted systems
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