Leaning into Lean Documentation

June 7, 2023


What is lean documentation and how can you achieve it? Our guest on today’s live podcast is an expert on quality management systems, audits, and most importantly for today’s conversation, documentation. Steve Gompertz is a partner at QRX Partners and has led initiatives in project management, engineering automation, configuration management, audit, and software development.

During today’s episode, we’ll talk about the most important parts of a QMS, what differentiates a good QMS from a bad one, and how to prove ROI on a QMS. Steve will also discuss what he would do if he were starting a medical device company today. Listen to the episode to learn more about lean documentation and how you can learn to write for your actual audience – the workers – while still pleasing the auditors.

Listen now:

Like this episode? Subscribe today on iTunes or Spotify.

Some of the highlights of this episode include:

  • What it means to have lean documentation, and what the norm is in the MedTech community

  • How to write for employees while meeting auditor requirements

  • Building a template for a standard operating procedure

  • Collaboration between the production of a document and ownership of that document

  • Making repairs on documentation vs. starting over

  • Proving the ROI on a good or bad QMS

  • Taking care not to be overly prescriptive

  • The importance of root cause analysis over treating symptoms

  • Mapping instead of including every SOP and repeating yourself

  • What management responsibility looks like

  • Making documentation work better in terms of root causes


Steve Gompertz LinkedIn

QRX Partners

Etienne Nichols LinkedIn

Greenlight Guru Academy

Greenlight Guru

Memorable quotes from Steve Gompertz:

“I’m fond of telling people, ‘The auditors don’t work here. That’s not who these documents are for.’”

“Done correctly, efficiency and effectiveness are not enemies.” 

“Everybody has a customer internally; everyone produces a product.”

“On the quality systems pyramid, the smallest piece is the quality manual. So why is it the biggest document.”

About the Global Medical Device Podcast:


The Global Medical Device Podcast powered by Greenlight Guru is where today's brightest minds in the medical device industry go to get their most useful and actionable insider knowledge, direct from some of the world's leading medical device experts and companies.

Like this episode? Subscribe today on iTunes or Spotify.

Etienne Nichols is a Medical Device Guru and Mechanical Engineer who loves learning and teaching how systems work together. He has both manufacturing and product development experience, even aiding in the development of combination drug-delivery devices, from startup to Fortune 500 companies and holds a Project...

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