Pharma Field Employee Management

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
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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

Employee

02
Attendance

Attendance

03
Beat and Visit Plan

Beat /
Visit Plan

04
Doctor or Customer Visit

Doctor /
Customer Visit

05
Field Activity

Activity

06
Order and Expense

Order /
Expense

07
Daily Report

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

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Decorative feature frame

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.
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