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Pharma Brand Management Solution

Pharma Brand Management and External Collaboration Hub

Keep brand content accurate, approved, and easy to find. We connect your claims, references, and assets to Copilot, add safe prompts, and set up reviewer flows so brand and agency teams move faster with every claim still reviewed.

Tell us the workflow See M365 Copilot Deployment

Audience

Who This Is For

Brand leads, medical and regulatory reviewers, marketing operations, agency partners, and country owners who need consistent claims, faster approvals, and clean evidence for audits.

Typical Challenges

  1. Claims and references live in separate systems and are hard to validate
  2. Agencies use outdated content or unapproved wording
  3. MLR reviews take longer than they should and version history is unclear
  4. Country and language variants are tracked in spreadsheets
  5. No simple way to see what is approved, what expires soon, and what is missing

Launch

What You Will Launch, One Build at a Time

  1. A Copilot that answers claims questions with citations and approved wording
  2. A governed asset hub with status, country, and expiration tags
  3. Reviewer routing for medical, legal, and regulatory with clear SLAs
  4. External collaboration patterns for agencies and distributors with the right permissions
  5. Telemetry that shows adoption, cycle time, and where content or claims are weak

Outcomes

Outcomes You Can Share With Leadership

  • Faster

    MLR cycles

    for standard assets

  • Fewer

    reworks

    from outdated claims

  • Better

    market consistency

    across languages

  • Clear

    approval visibility

    and expiration tracking

“Agencies stopped guessing. The copilot pointed to the approved claims and the exact references, and our reviewers saw clean submissions.”
Client Note

Blueprint

How the Brand Hub Works

Claims first, then content, then collaboration

Claims and References

We create a simple claims library with required qualifiers, allowed contexts, and links to references. The copilot uses this library to suggest accurate wording and adds citations.

Asset Lifecycle

Assets live in a governed hub with status, markets, and expiration dates. Authors and agencies see what is approved and what is due for review.

Safe Prompts

We provide prompt patterns that avoid risky statements and remind users to include required qualifiers. Risky intents route to reviewers with context.

Reviewer Routing

Submissions move through medical, legal, and regulatory in a clean flow. Comments and decisions are captured with timestamps and version history.

Agency and Partner Access

External teams get a simple workspace. They can see approved claims and assets, submit changes, and track status without broad access to your tenant.

Telemetry

Dashboards show cycle time, bottlenecks, claim usage, and which markets need updates.

Flows

Featured Flows

Create a Market Variant

Pick the base asset and market. The copilot applies country rules, adds the right claims and qualifiers, and flags differences.

Validate a Claim

Ask if a claim is allowed. Get the approved wording, qualifiers, and the reference link.

Submit for MLR

Start a submission with all required fields, claim IDs, and reference pack attached. Route to the right reviewers.

Asset Refresh

See which assets expire in the next 60 days or a few sprints. Regenerate drafts with updated claims and send for review.

Agency Workspace

Share the approved claims list and the latest assets. Accept submissions with clean metadata and audit-ready context.

Integrations

Integrations

Content and DAM

SharePoint, OneDrive, Seismic, approved wikis

Medical Content and DMS

Veeva Vault or export folders for handoff

Workflow

Power Platform, ServiceNow, Jira for routing and SLAs

Review and Signing

DocuSign, Adobe Acrobat Sign

Collaboration

Microsoft Teams for updates and status

(We use approved connectors and your permissions. Choice of systems depends on your environment.)

Security

Security and Compliance

  1. Least privilege with sensitivity labels and DLP
  2. Guardrails that block unapproved statements and enforce qualifiers
  3. Tenant level agent inventory and usage telemetry
  4. EU alignment available for data residency and processing
  5. Audit ready runbooks, change control, and evidence packs
Copilot Studio Implementation Guide

Rollout

Rollout Plan

  1. Scope, before build one

    Assess

    Claims inventory, reference mapping, asset audit, permission review, safe prompts starter set, pilot scope.

  2. Build one, two weeks

    Build

    Claims library and metadata, asset hub setup, reviewer routing, agency workspace, citation checks, telemetry dashboards.

  3. Next two-week builds

    Pilot

    Author and agency enablement, office hours, prompt tuning, cycle time tracking, content and claim fixes.

  4. Final two-week build

    Harden

    Runbooks, change control, localization patterns, expiration alerts, expansion backlog.

See the Full Plan

Scope

What Is Included

  1. Claims and reference library with owners and freshness
  2. Asset hub with status, markets, and expiration tags
  3. Copilot prompts and response patterns with citations
  4. Reviewer routing with SLA tracking and evidence packs
  5. Agency workspace with controlled access
  6. Telemetry for cycle time, claim usage, and rework

Not included

What Is Not Included

  1. Global change management beyond the pilot scope
  2. Custom DAM or DMS builds that require new APIs
  3. Company wide rollout in one step

These are delivered in follow on phases.

Prerequisites

Prerequisites

  1. Microsoft 365 Copilot licenses for the pilot cohort
  2. Access to tenant security and compliance settings
  3. Named claim owners, reviewers, and market leads
  4. Agreement on first brands and markets in scope

FAQ

Frequently Asked Questions

Do we have to move everything into one DAM?

No. We can start with SharePoint and your current tools. The hub provides a clean layer for status, claims, and approvals.

Can agencies work without full tenant access?

Yes. We set up a controlled workspace with the right permissions and audit history.

How do you prevent off-label or unapproved statements?

We use safe prompts, claim tagging, and reviewer routes. Answers carry citations and required qualifiers.

Can the hub manage expirations and re-approvals?

Yes. We track dates, send alerts, and help authors regenerate drafts with current claims and references.

What happens after the pilot?

You add more brands and markets, expand to new agencies, and automate more review steps where telemetry shows value.

Go deeper

Research paper

Compliance-grade RAG: Retrieval systems a regulator can audit

How to build retrieval that a regulated reviewer can trust and audit.

Read the paper
Get the designed PDF

Ready to Ship Brand Assets That Pass Review Faster

Tell us the workflow you want fixed. We scope it with you, agree on the deliverables and acceptance criteria in writing, and build it in your environment. Commercial terms are set in the statement of work.

Talk to our team Tell us the workflow
  • Built to SOC 2, HIPAA and GDPR standards
  • EU AI Act-aligned delivery
  • Microsoft Solutions Partner