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Seamless Collaboration Solution for a Leading US Biotech Company
Penthara Technologies develops collaborative and flexible solution for improved visibility through Power Apps and Power Automate.
Overview
Developing a Collaborative Pre-Award Dashboard for a Leading Biotech Company.
The biotech company is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. They translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities, working across 110 countries and generated over 5$ billion in revenue.
About the Business
In the ever-evolving field of biotechnology, Penthara Technologies played a pivotal role as a strategic ally for a leading US biotech firm grappling with significant obstacles. The company’s outdated and rigid lead/opportunity processing system in place had grown cumbersome and had started producing collaboration and transparency issues with the procedure being followed for processing the leads and opportunities.
The company was on a lookout for a sustainable and concrete solution to tackle the hindered collaboration between different teams and bring in transparency and flexibility to their work.
Challenges
The biotech company was having a hard time bringing about collaboration through their legacy solution in use. Tracking the status of the business opportunity, visibility in regard to who all are working on certain opportunities, and any update in terms of resources and requirements, were all being relayed late or becoming error prone and ineffective.
The biotech company was previously working on a Salesforce based solution for processing the business opportunities between various teams. The rigid solution previously in place was inflexible and required extensive development efforts to accommodate changes when required.
The biotech company had been facing critical issues in regard to visibility and transparency of information regarding the opportunity status, requirements and changes being done throughout the process. This substantially decreased the productivity and information relay was disturbed.
Objectives
Improving Visibility and Collaboration between Various Teams.
Penthara Technology targeted to develop a robust and flexible solution which aimed to enhance the collaboration between the feasibility and site activation team which worked closely while processing the business opportunities. With an intensive and through approach we were able to achieve the following objectives:
Study the Procedure for Business Opportunity Processing:
- Analyse and study the existing solution for processing the business leads and opportunities.
- Identify pain points, bottlenecks, and areas for improvement.
- Set well defined criteria for transparency in information flow between different teams.
Proper Legacy Solution Analysis:
- Analyse and study the existing solution for processing the business leads and opportunities.
- Identify pain points, bottlenecks, and areas for improvement.
- Set well defined criteria for transparency in information flow between different teams.
Roadmap for Developing the New Solution:
- Layout a planned roadmap for tackling all the challenges.
- Utilize the existing solution and pull data into new solution with enhancements and automated workflows.
- Ensure seamless transition of users to new solution and guarantee better collaboration.
Grasp Key Business Requirements:
- Gather detailed requirements for development of solution and automation of various flows and processes.
- Address to any notifications, maintenance, and support needs.
- Customize the solution to meet their unique business requirements.
Solution
Penthara Technology successfully delivered the solution which enhanced the visibility and collaboration using low-code approach along with automation of various processes. Our delivered solution included the following components:
Low-Code Solution
The low-code solution developed in Power Apps was user friendly and prioritised legibility across teams working on the opportunities.
Adaptive to Change
We delivered a robust solution which is flexible enough to tackle the changing requirements, be it change in process or addition of new fields.
Automated Workflow processes
Extensive Power Automate flows to automate various processes including email notification option for readily communicating the required people.
Insights Dashboard
An Insights Dashboard for giving users visibility as to which users are working on specific opportunities and what kind of workload are they dealing.
Syncing Data from Legacy solution
New SharePoint based solution allowed the business to pull data from the legacy solution, along with additional fields and information.
Responsive Reporting system
Integrated Power BI report generation for displaying the historical data and overcoming the power apps limitation of 2000+ items.
Our team thoroughly understood the key targets to focus on and successfully developed the solution, automation flows, integrated Power BI reports resulting in tailored solution meeting all the business requirements.
Impact
Improved Workflow and Teams Collaboration
Our solution remarkably improved the workflow and communication between teams, improving the collaboration and productivity in various ways:
Low-Code Solution
Our solution provide the business with an insights dashboard for proper visibility of workload on individual users and opportunities being worked on along with their status, progress and details.
Historical Report Generation
Our solution allowed the business users to generate Power BI reports to look into historical data and get analytical insights for present and future reference.
Easy to Maintenance Low-Code Solution
The low-code nature of our solution made it fairly easy for the business users to understand, maintain and make enhancements on their own without involvement of our support team.
Cost Cutting Through Existing Licenses
During our requirements gathering we were able to grasp that the business already had Office 365 licenses in play, required to use our solution. Therefore cutting out any additional cost for the business.
Self-Sufficient and Adaptive Solution
Our delivered solution had enough flexibility to accommodate changing business requirements. The business has been using our solution since 2021, hardly facing any hinderance and having made various enhancements to the solution on their own.
Enhanced Visibility and Collaboration
Our team was able to target the main pain point of the business of hindered communication & visibility. Through this solution we were able to facilitate the users with easy communication, automated workflows and notifications, track current workload & active opportunities, and more.
In a nutshell, our partnership has boosted the productivity and information flow for a leading US Biotech company helping them achieve effective growth and reach greater heights.
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