Systems & Automation

Compliance Tool & Platform Development

We design and implement custom compliance tools either on SharePoint or as standalone digital solutions that streamline governance, automate workflows, and centralize critical data.

SharePoint - Based Compliance Platforms

Fair Market Value (FMV) & Engagement Compliance

We help you ensure all external engagements are fair, justifiable, and compliant with global regulations.

  • FMV rate card development by region or specialty
  • Automated FMV validation tools integrated with approval workflows
  • External Stakeholders Engagement vetting, documentation, and archiving
  • Review of consultancy agreements and speaker bureau contracts

Risk Management & Compliance Monitoring

We provides structured risk management systems and monitoring programs that proactively identify and address potential compliance gaps.

  • Enterprise risk assessment frameworks
  • Third-party and vendor risk scoring tools
  • Ongoing monitoring of compliance metrics
  • Issue logging and CAPA tracking systems
  • Inspection readiness preparation

Whistleblowing & Conflict of Interest Management

Promote a culture of ethics and accountability with secure, accessible, and fully compliant reporting platforms.

  • Whistleblower portals (anonymous or named)
  • Conflict of Interest (COI) declaration and resolution systems
  • Policy alignment with global anti-bribery and anti-corruption laws
  • Governance reporting and audit trail functionality

Transparency Reporting

We support global transparency disclosure requirements related to interactions with external stakeholders including HCPs, HCOs, Patient Organisations etc.

  • Compliance with EFPIA, US Sunshine Act, ABPI, MedTech Europe, and other codes
  • Aggregation and validation of payments and transfers of value
  • Pre-disclosure processes and consent workflows
  • Creation of audit-ready transparency reports
  • Support across multiple jurisdictions across the globe

Sustainability & ESG Reporting

We help organizations integrate sustainability and ESG accountability into their compliance framework, from data collection to disclosure.

  • Alignment with GRI, SASB, CSRD, and TCFD reporting standards
  • Alignment with GRI, SASB, CSRD, and TCFD reporting standards
  • Materiality assessments and sustainability risk analysis
  • ESG narrative development for reports, regulators, and stakeholders

AI-Powered Compliance & Chatbot Solutions

We help organizations modernize their compliance operations with AI-driven tools and intelligent automation.

Chatbot Solutions
  • Compliance Chatbots for Employee Guidance:
    AI-powered assistants that help staff navigate SOPs, policies, COI rules, or FMV checks in real time.
  • Whistleblowing & Incident Chat Interfaces:
    Conversational portals for confidential or anonymous submissions.
  • Onboarding & Training Bots:
    Interactive support for staff induction and ongoing compliance learning.

Custom-Built Platforms

Where SharePoint is not suitable, we develop bespoke web-based tools tailored to your processes, including:

  • Compliance portals
  • ESG dashboards
  • Training & competency trackers
  • Inspections & audit tools
  • Integrations with ERP and other legacy systems

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    FAQs

    What are systems, automation, and digital transformation services?

    Systems, automation, and digital transformation services help life sciences organisations move from manual, spreadsheet-driven compliance processes to structured digital solutions. These services use workflow automation, controlled platforms, and AI-assisted tools to embed governance, improve data quality, and make healthcare compliance activities more efficient, traceable, and scalable.

    Digital transformation replaces fragmented, manual processes with centralised digital workflows that standardise decision-making, enforce controls, and create audit-ready records. Automation reduces human error, improves turnaround times, and enables real-time visibility into compliance activities, allowing teams to focus on risk-based decisions rather than administrative effort.

    We design and implement simple to complex digital compliance solutions, based on client needs and maturity. These range from lightweight workflow tools (e.g. SharePoint-based approval systems) to fully customised platforms supporting transparency reporting, FMV management, risk monitoring, third-party oversight, whistleblowing, and governance reporting. Each solution is built to scale as organisational needs evolve.

    Yes. A core part of our work is helping organisations transition from manual, email- and spreadsheet-based processes to structured digital systems. We map existing workflows, identify control gaps, and redesign processes into automated, user-friendly solutions that maintain regulatory intent while significantly improving efficiency and consistency.

    Yes. We develop and deploy AI-assisted compliance tools, including compliance AI agents and intelligent automation solutions. These tools can support policy interpretation, SOP navigation, user guidance, issue triaging, and data validation, helping users make compliant decisions while reducing dependency on manual oversight. AI is implemented with appropriate governance and human oversight.

    Compliance AI agents are digital assistants designed to support employees by guiding them through compliance processes, answering policy-based questions, and assisting with decision-making in real time. They can be used for onboarding, procedural guidance, transparency workflows, and compliance helpdesks, improving access to compliance knowledge while maintaining control and auditability.

    Yes. We design digital risk management solutions that embed structured risk assessments, monitoring dashboards, issue tracking, and corrective action workflows. Automation enables proactive identification of risks, consistent documentation, and real-time oversigh, strengthening inspection and audit readiness.

    Absolutely. Our solutions are designed around client requirements, integrating with existing systems where needed or operating as standalone platforms. We adapt to your IT environment, governance model, and user base, whether that means implementing a simple tool quickly or building a more complex, enterprise-grade solution.

    Yes. We can support implementation only, or act as an extended team managing your compliance activities through compliance systems.

    All systems and AI-assisted tools are designed with compliance-by-design principles, including role-based access, audit trails, documented controls, and human oversight. We ensure solutions align with applicable regulations, industry codes, and internal governance requirements.

    You can contact us to discuss your current processes and digital ambitions. We’ll assess your maturity, identify quick wins and long-term opportunities, and recommend a pragmatic digital transformation roadmap.