Customer Story

From Filing Cabinets and Memory to a Lab That Auditors Can Walk Into

How Aqua Water Supply Corporation replaced paper binders and tribal knowledge with a compliance system that holds up under accreditation review.

Aqua WSC

Bastrop, TX

Drinking water testing

TCEQ / TNI accredited

Aqua Water Supply Corporation

~30%

of required QMS documentation missing or unfindable at last audit

2

open corrective actions discovered in a binder — never known, never closed

0

audit findings tied to training, SOP, or calibration records since rollout began

The Situation

Kasey Hoffman became lab manager at Aqua Water Supply Corporation in Bastrop, Texas, and inherited a quality management system built on paper, memory, and good intentions.

Documents lived in binders stored in multiple locations, not all of them written down. Calibration schedules existed on paper calendars or not at all. Training records depended on whoever was managing the lab at the time — and the manager before Kasey had a good memory. Kasey, by her own account, does not. That is not a character flaw. It is a system flaw.

The audit came quickly after she stepped into the role. It exposed the gap immediately.

Probably 30% of the things we needed to have for our quality management system — I could not find. Didn’t know if they existed and I just couldn’t find them, or if they never existed. There was just no record, or very sparse record. Or I had to dig through filing cabinets to hope to find stuff.
Kasey Hoffman · Lab Manager, Aqua WSC

Management backed the call to drop 90% of their accredited methods, stabilize the system, and rebuild from a real foundation. That decision was the right one. It was also a hard one — giving up accreditation scope to earn it back properly takes discipline.

What Aqua needed was not another binder. It was a system.

What was broken

Three things stood out in Kasey’s assessment of how the lab operated before LabMODO.

Problem 1 · Documents

Hard to find. Harder to keep current.

SOPs and forms existed in multiple places, and not all those locations were tracked. When something changed, there was no reliable way to make sure every copy reflected the update.

Problem 2 · Training

A calendar in one person’s head.

If a method’s annual re-qualification came due, someone had to remember. The previous system was a human being’s calendar. When that person left, the calendar left with them. Deadlines got missed.

Problem 3 · Corrective actions

CAPAs disappeared into binders.

During the accreditation review, two open CAPAs surfaced that Kasey had never seen — filed by a previous manager, stored in a physical binder, and forgotten. They had never been closed. The auditor found them.

None of this was negligence. It was the predictable result of a compliance system that lived in people’s heads and paper files instead of a platform designed to hold it.

Why LabMODO, why now

Kasey met Mike Gaumer shortly after becoming lab manager — at the right moment, when she had both the authority to make changes and the evidence that change was necessary.

Previous managers had recognized the problem. One had moved from paper to Microsoft documents saved in folders. That was progress. But it was not a system. Folder structures do not enforce version control. They do not send reminders. They do not tell you when training is due or flag an open corrective action that has gone unresolved.

The prior approach to solving the problem was always the same: find a better place to store things. LabMODO offered something different — a system that tracks things, surfaces what needs attention, and holds the record whether or not anyone is paying attention.

For a two-person lab preparing to rebuild its accreditation scope, that was the difference between hoping nothing slips and knowing it won’t.

What the implementation looked like

Aqua WSC is a small lab. Kasey and one analyst, Nick, run the operation. That reality shaped how the implementation went.

The biggest constraint was not the software. It was bandwidth. Kasey was simultaneously managing lab operations, a facility renovation, a staff search in a market with almost no available chemists, and the process of uploading, reviewing, and organizing years of accumulated documents. The implementation moved at the speed of one person who had a lot of other things to do.

I remember you saying if we could have one person kind of just manage all of it, that would be best — and I super agree with that. I was not thrilled that that person kind of had to be me.

Kasey Hoffman · Lab Manager, Aqua WSC

That honest friction is worth naming. LabMODO’s onboarding works fastest when one person owns the migration. For labs with a dedicated quality manager, that is straightforward. For a two-person operation managing everything at once, it takes longer.

What carried the project through was the support from Brenda, the LabMODO implementation specialist who worked through Aqua’s documentation, helped prep for their annual accreditation review, and provided the regulatory expertise Kasey needed to fill gaps she did not know existed.

By the time of this conversation, Aqua’s SOPs and forms were uploaded and organized. Methods were being linked to documents and competency records. Document training acknowledgments were next. Nonconformance tracking — newly available in LabMODO — was being rolled out to replace the paper CAPA log entirely.

The lab Kasey inherited ran on memory. The lab she is building runs on a system.

What is already different

Aqua is still mid-implementation. The full picture of outcomes will come when accreditation review arrives and every record is in the system. But the change is already visible.

Documents are in one place and findable. The search that used to require digging through filing cabinets and hoping now takes seconds. When a method SOP changes, the people who run it will be automatically flagged for re-training. No one has to remember to tell them.

Calibration schedules are in the system. Equipment history builds automatically over time. The question an auditor asks — what maintenance did you perform on this instrument in 2023 — has an answer that does not require locating the right binder.

Corrective actions will not disappear into a filing cabinet again. When a nonconformity is opened in LabMODO, it stays open until someone closes it. If a CAPA is required, it is linked to the nonconformity that created it. The chain of accountability is visible and immutable.

It’s entirely possible we would have lost accreditation. LabMODO will help us get our chemistry accreditation back — and potentially more than we even had to start with.

Kasey Hoffman · Lab Manager, Aqua WSC

That last point is the one that matters most. Aqua dropped most of its accreditation scope to fix the foundation. LabMODO is now the foundation. When the auditor shows up, the records will be there — not because someone remembered to find them, but because the system never let them go missing.

What Kasey would tell another lab manager

When asked whether the investment was worth it, her answer was immediate.

Yes. And I would also say: identify one person who can focus on this until it’s done.

Kasey Hoffman · Lab Manager, Aqua WSC

The point is practical. The implementation effort is front-loaded. Getting SOPs, training records, equipment history, and competency dates into the system takes time. Once the data is in, the maintenance is light — the system does the tracking. Getting to that point requires someone’s focused attention.

For labs that can dedicate that capacity, the onboarding moves fast. For labs like Aqua, where everyone is already running at capacity, it moves at the speed the team can sustain. Both outcomes are real. Neither one makes the destination wrong.

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