Life Sciences (Pharma & MedTech)

Streamlining and Automating the Sales Order Management Process

Client Challenge

To streamline operations, eliminate the involvement of multiple stakeholders, and reduce processing time, the client sought UC’s assistance in understanding and redesigning several critical processes, including:

  • New Customer Master
  • Order Entry Form (OEF)
  • Regulatory Database (Reg DB)
  • Dossier Initiation Form (DIF)
  • Vaporizer Order Entry Form (VOEF)

Our Approach

  1. Stakeholder Engagement:
    • Conducted discussions with internal stakeholders from various functions to gain a comprehensive understanding of the existing processes.
  2. Data Analysis:
    • Performed data analytics to identify process timelines, the root causes of delays, and the time taken by each function.
  3. Benchmarking:
    • Identified best practices from both pharma and non-pharma companies.
  4. Gap Analysis:
    • Identified gaps and areas for improvement based on stakeholder discussions, data analysis findings, and benchmarking results.
  5. Consensus Building:
    • Obtained buy-in on identified gaps from the core committee and steering committee.
  6. Solution Design:
    • Developed solution themes for the ‘To-Be’ processes.
  7. Presentation:
    • Presented the proposed solutions to the core committee and steering committee for approval.

Our Impact

  • Automation:
    • Automate the sales order management process by defining business rules within the system.
  • Process Simplification:
    • Eliminate manual approvals from various stakeholders for the sales order management process.
  • Enhanced Visibility:
    • Provide visibility to all stakeholders involved in the process to ensure transparency and efficiency.