Giving Pharma Management Better Visibility into Medical Representative Field Activities
Case Study: Mobile Field-Force Management for a Pharmaceutical Business
Industry
Pharmaceuticals
Solution
Pharma Field Employee Management Software
Key Areas
Medical representatives, attendance, doctors, visits, beat plans, orders, expenses and reporting
The Business Challenge
Pharmaceutical field teams operate away from the office, with medical representatives and sales executives spending much of their day visiting doctors, customers and assigned territories.
Management often receives field information through phone calls, messaging groups, spreadsheets or end-of-day reports.
This makes it difficult to maintain one reliable view of employee attendance, planned visits, actual field activity, expenses, orders and employee performance.
The requirement was to create a connected system that could bring field activities and management information together.
The JBMatrix Solution
JBMatrix developed a Pharma Field Employee Management platform combining a mobile application for field employees with a centralized management dashboard.
The platform supports employee management, location-based attendance, doctor and customer records, visit and beat planning, and field activity reporting.
Orders, expenses and sales reporting can also be managed through the platform, giving management a centralized view of field operations.
The Field Workflow
01
Employee
02
Attendance
03
Beat / Visit Plan
04
Doctor / Customer Visit
05
Activity
06
Order / Expense
07
Daily Report
Instead of rebuilding the day's activities from multiple messages and spreadsheets, relevant field information can be captured as part of the workflow.
Key Capabilities
Employee management
Field employee tracking
GPS/location-based attendance
Doctor/customer management
Visit planning
Visit tracking
Beat planning
Daily activity reporting
Order management
Expense management
Sales reporting
Performance dashboards
Mobile application
Management dashboard
Business Outcome
Managers gain better visibility into field activities without depending entirely on manual reporting.
Doctor/customer visits, daily activities, orders and expenses can be brought into centralized records. Management dashboards provide a more structured view of field operations and employee performance.
Location-enabled functionality should be implemented subject to device permissions, organizational policies and applicable privacy requirements.