Together with our partner, we set out to answer this question. Over the years, medical science liaisons and medical affairs professionals had collected a vast amount of qualitative insights on therapies, treatment plans, and patient pain points. But because the data lived as unstructured text in the CRM, extracting meaning required IT support -making timely access nearly impossible. The need was clear: a solution to democratize access to these insights and enable more strategic, data-driven engagement with healthcare professionals.

Together with our partner, we set out to answer this question. Over the years, medical science liaisons and medical affairs professionals had collected a vast amount of qualitative insights on therapies, treatment plans, and patient pain points. But because the data lived as unstructured text in the CRM, extracting meaning required IT support -making timely access nearly impossible. The need was clear: a solution to democratize access to these insights and enable more strategic, data-driven engagement with healthcare professionals.

Working closely with medical affairs leadership, we designed a solution centered on generative AI. The collaboration focused on building a user-centric tool that could process and analyze unstructured insights while staying secure and easy to use.

Key steps included:

• Integrating free-text medical insight data into our partner’s GPT-4o model.

• Hosting the model in a secure, controlled environment to safeguard sensitive information.

• Designing a medical GPT agent that allowed users to query data in natural language.

• Supporting the solution with a Power BI report to visualize insight trends across therapies and categories.

Throughout the project, we kept the emphasis on usability and value creation - ensuring the solution aligned with the daily workflows of medical affairs professionals.

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Working closely with medical affairs leadership, we designed a solution centered on generative AI. The collaboration focused on building a user-centric tool that could process and analyze unstructured insights while staying secure and easy to use.

Key steps included:

• Integrating free-text medical insight data into our partner’s GPT-4o model.

• Hosting the model in a secure, controlled environment to safeguard sensitive information.

• Designing a medical GPT agent that allowed users to query data in natural language.

• Supporting the solution with a Power BI report to visualize insight trends across therapies and categories.

Throughout the project, we kept the emphasis on usability and value creation - ensuring the solution aligned with the daily workflows of medical affairs professionals.

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At the core is a chatbot powered by our partner’s GPT-4o model. Through a simple chat interface, users can ask questions in natural language and receive precise answers instantly.

An accompanying Power BI dashboard helps teams identify trends and see where attention is needed. Together, these tools turned an unstructured data repository into a living system for decision-making.

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This is the anatomy of the generative AI solution for medical affairs. Designed with security, usability, and value in mind, the system transforms free-text medical insights into searchable, structured intelligence. From secure model hosting to a GPT-powered assistant and Power BI dashboards - every layer was built to fit seamlessly into the daily workflows of key stakeholders.

The solution marked a shift in medical affair operations. By making insights accessible and actionable, teams are now better equipped to engage healthcare professionals and make informed decisions. This directly supports our partner’s broader strategy of using AI to drive efficiency and innovation in patient care. The project also opened the door to scale similar AI applications to other functions, including sales and field access.

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The solution marked a shift in medical affair operations. By making insights accessible and actionable, teams are now better equipped to engage healthcare professionals and make informed decisions. This directly supports our partner’s broader strategy of using AI to drive efficiency and innovation in patient care. The project also opened the door to scale similar AI applications to other functions, including sales and field access.

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