A pharmaceutical field operations platform for managing medical delegates, visit workflows, and sales performance across multiple laboratories. Seven distinct user roles (PDG, DV, DAF, DR, DM, Superviseur, Délégué) each get a tailored interface with strict data isolation by laboratory and geography. Includes real-time GPS tracking, AI-powered product Q&A, voice transcription, and visual aid generation.
The delegate's home screen shows today's objectives, active workday timer, and the daily visit list. The delegate starts/ends their workday here, sees their personal KPIs, and launches visits directly.
When a delegate taps "Execute visit", a multi-step wizard opens adapted to the visit type (prescriber vs pharmacy). Includes stamp photo capture via camera, product selection, samples, activities, DPAV orders, remarks, and next visit planning.
The Objectives tab shows the delegate's personal goals (daily/weekly/monthly) set by their lab. The DPAV page tracks product deposits with status, amounts, and expected payment dates.
The supervisor sees their team of delegates (same lab), can create duo visits, review delegate performance, and access coaching tools.
Directors and District Managers see all visits across their assigned labs, validate or refuse planned visits, and manage products. Strict isolation: they only see labs they're assigned to.
PDG, DV, and DAF see consolidated performance across all labs, zones, and countries. Filterable charts for visits, sales, coverage, and team productivity.
PDG manages users (CRUD, suspend, assign roles and labs), laboratories, and geographic references (countries, regions, zones). Lab assignment determines data isolation.
Executives and managers see their field teams on a live map. Click a delegate to see their daily trail. Position data collected continuously during workday.
All field roles access an AI assistant for scientific product questions, automatic visual aid (prospectus) generation per product, and voice-to-text transcription for visit notes.
Access
Data details
Recommended integrations
Assumptions
Not included