AI workflows for medical device companies.
Companies that design, make and sell medical equipment, implants and diagnostic devices. Each product must clear safety and quality rules before sale.
Who does this work
- Regulatory affairs manager
- Quality engineer
- Clinical affairs manager
4 workflow templates for life sciences ready to adapt, and 33 workflows identified across the industry.
Updated
Examples of the workflows identified across the industry
- Assemble the evidence for a cause investigationIllustrative
- Assemble the evidence pack for a grant applicationIllustrative
- Check a study site's document packIllustrative
- Check a submission against the venue's requirementsIllustrative
- Check the records returned when a supplier or system is retiredIllustrative
Workflow templates for life sciences
These are written for life sciences as a whole and apply across the industry, medical device companies included.
Workflows identified across life sciences
Identified for the industry as a whole, so they apply to medical device companies as well. Marked illustrative: an example of the work, identified, with no workflow template yet.
Assemble the evidence for a cause investigationGathers the problem statement, chronology, related events and evidence for a quality issue, keeping competing causes and open questions apart from conclusions.Illustrative · not built yet
Assemble the evidence pack for a grant applicationGives the applicant an evidence map linking proposed aims to supporting results, required sections, budget inputs and missing contributions.Illustrative · not built yet
Check a study site's document packClinical study site files, where essential documents must be current and signed.Illustrative · not built yet
Check a submission against the venue's requirementsA requirements checklist mapping required files, statements and formats to the supplied materials, with open author actions.Illustrative · not built yet
Check the records returned when a supplier or system is retiredLists the datasets, documents, formats, counts and logs that must come back when a hosted service ends, with verification steps and open retention questions.Illustrative · not built yet
Compare supplier quotes on the same basisSets competing quotes or proposals side by side on scope, exclusions, lead time and full cost, with the questions that settle each gap, so the buyer can shortlist.Illustrative · not built yet
Cost a change to a research study budgetClinical study amendments change visits and procedures that are priced per patient and per site.Illustrative · not built yet
Draft a business continuity planMaps the activities that cannot stop for long, their tolerable downtime, dependencies, fallbacks, recovery order and named deputies.Illustrative · not built yet
Draft data queries for study discrepanciesClinical study data management, where queries go to sites or data owners.Illustrative · not built yet
Find gaps in equipment service recordsCompares the equipment register with service history and the approved maintenance schedule to show missing service reports, repeated work and overdue reviews.Illustrative · not built yet
Find obsolete controlled documents still in useCompares the master document list with copies and versions in use, showing out-of-date or withdrawn copies, missing approvals and withdrawal evidence.Illustrative · not built yet
Find who needs training on a changed documentMatches roles to an approved document change and shows required briefings, training evidence and unresolved coverage.Illustrative · not built yet
Show all 33 workflows
Investigate a receiving discrepancyClinical trial supply kits, where accountability and storage conditions are recorded per site.Illustrative · not built yet
Match a supplier invoice to the order and receiptStudy site invoices are matched to the payment schedule and authorized visit status.Illustrative · not built yet
Plan team capacity against upcoming workCompares upcoming project or client work with the people and specialists available, shows collisions and offers staffing options.Illustrative · not built yet
Plan the response to an RFP or bidA sponsor's request to substantiate research methods and delivery capacity, answered by technical owners.Illustrative · not built yet
Prepare a brief before a key customer or partner conversationA scientific partner meeting where approved services and methods are separated from open technical questions.Illustrative · not built yet
Prepare a presentation outline and talk trackTurns a presenter's goal and talking points into a slide storyboard and a timed spoken script for each slide.Illustrative · not built yet
Prepare a start pack for someone joining a project in progressGives a person joining an active project the current scope, decisions, document versions, schedule, contacts and access requests they need to contribute quickly.Illustrative · not built yet
Prepare an instrument export for data handoffA normalized file, field map and validation report that keeps links to the original instrument readings.Illustrative · not built yet
Prepare month-end accrualsResearch suppliers bill late, so accruals rest on evidence of study work performed such as visits or milestones.Illustrative · not built yet
Prepare the replenishment orderFrom sales or usage, stock on hand and open orders, proposes what to reorder and how much, with reorder points and a draft purchase order for review.Illustrative · not built yet
Reconcile a sample manifest with custody recordsA discrepancy table linking sample IDs, aliquots, receipt records and missing chain-of-custody information.Illustrative · not built yet
Review new publications against the research questionA reading brief of new papers or abstracts worth a closer look, linked to the project question, with overlaps and available full texts noted.Illustrative · not built yet
Review user access against current rolesCompares a system's account and permission export with current staff, assignments and the approved role matrix, raising departed users, changed roles and dormant accounts for an owner decision.Illustrative · not built yet
Screen literature search resultsA deduplicated screening register with search provenance, relevance notes, unresolved matches and missing full texts.Illustrative · not built yet
Trace research claims to their evidenceA claim-by-claim table linking each statement to the analysis output or source passage that supports it, with wording that overreaches marked.Illustrative · not built yet
Trace what a revision or proposed change affectsA revised clinical study protocol, compared by version with the forms and documents it references.Illustrative · not built yet
Write a plain-language research summaryA plain-language summary of an approved research update, with a source map and wording flagged for scientific confirmation.Illustrative · not built yet
Build a measurement uncertainty budgetA draft uncertainty budget with units, input sources, correlations and unresolved assumptions.Illustrative · not built yet
Find gaps in occupational exposure recordsMatches roles, tasks and materials to the measurements, surveys and safety sheets on file, showing which exposures were never measured or are out of date.Illustrative · not built yet
Prepare an invention disclosure briefA factual brief of a proposed invention, its contributors, development history and reported disclosures, for the patent specialist.Illustrative · not built yet
Review a customer trial against its agreed use caseGives the account engineer and owner a trial-review agenda setting the agreed use case beside results, setup changes and feedback.Illustrative · not built yet
The workflows identified for medical device companies
None is identified for medical device companies in particular yet; the workflows above apply across the industry. Tell us the one you need below and we build it with you.
Request this workflow
Tell us the work you need and the team that does it, and we build the workflow with you from your own procedures.
Where to go next
All of life sciencesEvery area of the industry, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.
Other kinds of business in this industry