The Mandate: A Unified Platform for Medical Intelligence

The Medical Affairs team required an insights and impact measurement platform powered by generative AI to revolutionize analysis and provide timely, actionable measures of impact. This system needed the capability to ingest proprietary structured and unstructured data from multiple internal sources, including CRM databases, medical information systems, and standard Office files such as PowerPoint, Word, and Excel.

A central objective was the ability to trend the impact of medical affairs over time, specifically measuring changes in the sentiment, behaviors, and outcomes of the medical community resulting from various tactics. To satisfy rigorous compliance standards and support effective change management, the platform had to extract data from external literature sources while documenting original data sources for all generated content to ensure complete source verification.

The Journey: Validating Domain Expertise through Side-by-Side Comparison

The organization conducted a rigorous evaluation of several specialized technology vendors, narrowing the field to finalists that offered both advanced technology and industry-specific context. While multiple providers offered basic AI tools, the company sought deep Medical Affairs domain expertise to ensure the technology could be applied meaningfully without requiring extensive explanation of clinical applications.

The selection was solidified during a live side-by-side comparison for senior leadership—many of whom were initially technology skeptics. By demonstrating a live AI-generated summary against a manual summary from a previous busy month, the champion converted leadership by showcasing dramatic time savings and high-fidelity results.

Why Sorcero: Medically-Tuned AI with Source-Verified Trust

• Medically-Tuned AI: Sorcero’s Agentic AI framework was purpose-built for life sciences, accurately understanding complex scientific semantics and abbreviated field notes often misinterpreted by that general-purpose AI.

• Deep Domain Expertise: The company selected Sorcero because the team’s extensive Medical Affairs experience meant they understood strategic expansions and application needs without requiring explanation.

• Ready-to-Deploy Customizable Platform: The organization viewed Sorcero as a "functioning package" that was mature enough for enterprise use yet offered the flexibility to be configured for specific rare disease data models.

• Workflow-Centric Innovations: The platform delivered "home run" features such as the Insights Kanban, which provided a structured, visible workspace for team members to collaboratively validate and escalate insights.

• Source-Verified Trust: A critical differentiator was the platform's ability to show exactly where it retrieved its answers, satisfying compliance requirements and building the trust necessary for successful user adoption.

Quantifiable Outcomes: Accelerating Strategic Decision Making

Implementation delivered immediate, measurable value across the Medical Affairs function:

• 70% Efficiency Gain: Reduction in time spent on weekly insight analysis, allowing staff to shift from operational to strategic work.

• 90% Faster Ad Hoc Investigations: Questions that previously took 5 hours over multiple days to answer (e.g. "What are HCPs saying about a competitor drug?") now take 30 minutes, including fact-checking.

• Unified Medical Intelligence: Successfully combined dozens of data sources, including CRM interactions, surveys, and external publications, into a single platform to get insights across them.

• Strategic Advisory Board Selection: Evaluated 40 potential advisory board members to rank and narrow the list to the 12 most relevant candidates based on specific insights, instead of randomly choosing.

• Rapid Enterprise Rollout: Moved from contract completion to a functioning, data-populated platform in approximately 12 weeks.