Case Studies

Supplier Qualification Automation

Eliminating Manual Chaos: How Supplier Qualification Automation Streamlined Document Management for a Global Pharma Leader

Client 

A multinational pharmaceutical company managing hundreds of supplier onboarding and qualification cycles every year across R&D and manufacturing operations.

Business Need 

Despite strong scientific expertise, the client struggled to optimize site coordination and oversight due to fragmented digital systems. CRAs relied on separate tools for site management, visit scheduling, training oversight, safety monitoring, and compliance documentation, resulting in excessive administrative burden and reporting delays. 
Key challenges included: 

  • 50+ hours/month of administrative tasks per CRA 
  • Visit report turnaround of 7–10 days 
  • 15–20% training compliance gaps 
  • Delayed identification of protocol deviations 

Time-consuming source data verification and inconsistent documentation standards 
These inefficiencies not only slowed study progress but also increased audit risks and negatively impacted data quality. 

Solution 

The company implemented a Supplier Qualification Automation System designed to digitize and standardize the entire qualification workflow. The solution automatically: 

  • Extracted and processed email attachments in real time. 
  • Classified documents using AI models trained on supplier and quality documentation formats. 
  • Checked questionnaire completeness and amendment history, enabling proactive workflow management. 
  • Organized files into the correct structured repositories, eliminating manual folder management. 
  • Provided dashboards for progress tracking, enabling R&D and procurement teams to monitor qualification status instantly. 

By orchestrating document intake, classification, and tracking through automation, the system removed dependency on manual document handling and ensured data consistency across supplier files. oards for progress tracking, enabling R&D and procurement teams to monitor qualification status instantly. 

Benefits 

  • Significant reduction in manual processing time through automated attachment intake and classification. 
  • Faster supplier onboarding, accelerating procurement and R&D timelines. 
  • Improved document accuracy and consistency, eliminating renaming errors and misplaced files. 
  • Real-time tracking of questionnaire completeness and amendments, reducing follow-ups and oversight effort. 
  • Scalable and audit-ready document management, ensuring structured traceability across the supplier qualification lifecycle