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CASE STUDY

A pharma client achieves streamlined Dossier document tracking and monitoring using Microsoft Project Online.

industry_pharmaceutical

Business Case

A mid-size pharma company was facing challenges in managing and keeping track of their Dossier document submissions for multiple markets. Each team was maintaining the monitoring information through siloed excel sheets, there was no centralized location and view to understand and track the full progress on the readiness of regulatory submission documents. 

The managers spent a considerable amount of time compiling data from multiple excel sheets and preparing manual reports for the top management to have a consolidated view. This was not only time-consuming and error-prone, but also couldn’t give real-time information. 
The client was looking for a technology partner specializing in life sciences to digitally transform the whole Dossier tracking and monitoring process and make it less time consuming and more efficient. 

Our Solution

After carefully analyzing the situation, our experts decided to take a customized approach using digital ppm tools. The client was already using O365 with Project Online, leveraging this, our team advised a plan to use their existing Microsoft Project Online application to digitally transform the Dossier document management. This gave the client the advantage of digital PPM tools with no additional licensing fee. 

Our project management experts first identified the steps involved in the life cycle of each document, they then chalked out the structure of the submission plan along with roles and responsibilities at each stage. This helped in efficient tracking of each document throughout its journey. 

Next, the team suggested to created separate sections for each module within the submission plan using Project Online and assigning roles and responsibilities. The team and the project managers were trained on how to use Project Online to update their daily weekly progress once each submission task was completed. As the submission plan kept progressing, the project manager was able to track the whole project’s progress from one central location with just a click. 

To ease report generation, i2e experts connected the submission plans stored in Microsoft Project Online plans to Power BI.  Our data visualization experts then collaborated with the project managers and the decision makers to understand what type of reports are needed and at what frequency. Once the requirements are clear, they then created customized dashboard templates within Power BI and set up an automated report generation from Project Online to Power BI. 

Challenges overcome

  • Customizing Microsoft Project Online to calculate percentage completion of documents based on their individual stages. 

Benefits

  • Single source of truth to track document submission progress and status with near real-time visibility.

  • Comprehensive view of all the Dossier document submissions via a visually appealing interactive dashboard.

  • Streamlined document life cycle management with step-by-step visibility to the project manager. 

  • Automated dashboard creation largely reduced manual work. 

  • Quick and error free data and reports for better governance and compliance. 

  • Reduced manual efforts allowed project managers to focus on more crucial tasks. 

Results