The Problem (Medical Devices)
Fragmented Tools & Manual Work
Field reps juggle fragmented tools, manual sample tracking, and offline notes.
Compliance & Audit Trails
Compliance teams need full audit trails for claims, indications, and content use.
Slow Approval Processes
Marketing and Med-Legal approvals slow down launches and localizations.
Incomplete CRM Data
Salesforce/CRM data is incomplete, making planning and forecasting unreliable.
Our Solution
Copilot + Power Platform for Sales Automation
Copilot in the Flow of Work
Works directly in Teams, Outlook, and mobile apps. Provides call prep, objection handling, compliant messaging, and next actions.
Automated Sample & Asset Workflows
Barcoding, QR codes, approvals, and chain-of-custody tracking for full compliance.
Claims-Aware Content Delivery
Ensures only approved claims and indications are used per market with automated controls.
Integrated CRM & Executive Dashboards
Syncs with Salesforce or Dynamics with governed access. Includes pipeline tracking, coverage metrics, TRx proxy data, and content effectiveness.
What's Included
- Azure OpenAI copilots integrated with Power Apps and Power Automate
- Document Intelligence for IFU, label, and claim extraction
- Role-based access controls, DLP, and audit trails
- Mobile-first UX for reps, managers, and sample custodians
Results Delivered
Less manual admin for field reps
Audit traceability for assets & claims
Faster content availability
Increase in CRM data capture
How It Works — 90-Day Plan
Weeks 1-2: Assessment ($9,500)
Current state review, compliance mapping for FDA and EMA, data sources, reference architecture, and ROI model.
Deliverables:
- • Current state assessment & gap analysis
- • Compliance requirements mapping
- • Reference architecture diagram
- • ROI model & business case
Weeks 3-8: Build
Copilot skills, Power Apps for field ops, sample workflow automation, claims policy engine, CRM and MDM integrations, and dashboards.
Deliverables:
- • Copilot prompt library with claims guardrails
- • Sample management app with scanning & custody
- • CRM integration with governed sync
- • Executive KPI dashboards
Weeks 9-12: Scale
User acceptance testing, Med-Legal signoff, deployment, enablement, and monitoring with governance runbook.
Deliverables:
- • User acceptance testing results
- • Med-Legal approval documentation
- • Training materials & enablement
- • Governance & monitoring runbook
Tech & Compliance
Stack
- • Azure OpenAI
- • Power Apps and Automate
- • Microsoft Teams
- • SharePoint
- • Dataverse
- • Dynamics or Salesforce
- • Document Intelligence
Security/Governance
- • SOC 2
- • ISO 27001
- • GDPR and HIPAA alignment
- • RBAC
- • DLP
- • Tenant-level controls
Integrations
- • CRM (Salesforce or Dynamics)
- • DAM and MAM
- • MDM
- • Veeva
- • MedAffairs