Services

We’ve partnered with companies across different asset classes and therapeutic areas, each with its unique market and organizational dynamics. Using this diverse experience, we address complex challenges and provide innovative solutions for organizations developing new therapies or disrupting the status quo.

Strategic Planning

Our strategy and planning approach focuses on strategic collaboration. With deep expertise in facilitation, concept modeling, analysis, stakeholder engagement, and actionable planning, we use our life sciences experience to clarify ambiguity and deliver tailored solutions.

  • Clarify your vision for Board discussions, fundraising, business development, and operational execution with our cost-effective, rapid, and data-driven approach. We assess and refine your vision to ensure alignment and accuracy, guiding your decisions and options.

  • Evaluate or design a cross-functional operating model—covering strategy, people, processes, and technology—to optimize study execution.

  • Define the value proposition of Medical Affairs and create a functional operating model along with a capability development plan.

    • Early Stage (Pre-BLA/NDA): Clarify business and IT requirements and develop a plan for building systems and data management capabilities.

    • Late Stage (Pre-Commercial): Refine and implement IT systems and data management strategies to support commercialization.

  • Evaluate strategies, plans, and operating models for technical operations to ensure a smooth transition from clinical trials to commercial patients.

  • Assess or develop a cross-functional commercialization strategy and roadmap, including budget assumptions, to prepare for pre-commercialization readiness.

  • A two-session workshop to diagnose and prioritize actions on complex, interrelated topics. This workshop helps leaders organize their thinking and communicate priorities and rationale to stakeholders.

  • Facilitate sessions with functional leaders to gather budget requirements for the long-range plan (LRP) or latest estimates (LE) based on shared assumptions.

  • Align company-wide engagement with external customers—investors, KOLs, investigators, payers, and the patient community. Develop a plan with clear objectives, target audiences, information sources, methods, and necessary tools and technologies.

  • Map the product journey from API or starting material through manufacturing, 3PL, order-to-cash, and distribution channels to point-of-care, identifying gaps and success factors.

  • Develop a cross-functional Sales & Operations Planning (S&OP) process to integrate product supply planning across functions—starting early and evolving as a core requirement for commercial manufacturing and distribution. This approach ensures alignment and readiness for both pre-commercial and commercial companies.

  • Model the patient journey, including implications for physicians, providers, and payers, to identify gaps and critical success factors. This insight informs Medical and Commercial strategies, plans, and tactics.

  • Diagnose and address stakeholder misalignment within and between organizations using a data-driven approach. Our methods leverage anonymity and software to gather insights, revealing areas of agreement and disagreement among stakeholders. This enables leaders to understand differing viewpoints and secure support for key strategies and change initiatives.

Leadership Partner

Leaders seek us out as thought and challenge partners to expand their capabilities. We assist in setting direction, engaging stakeholders, solving problems, building organizations, and aligning teams. Leaders we’ve worked with include:

Chief Strategy Officer

Chief Operating Officer

Chief Commercial Officer

Chief Financial Officer

Head of Technical Operations

Head of R&D

Head of IT

Head of Program Management

Head of Medical Affairs

  • Scientific Communications Lead

  • Field Team Lead

  • Evidence Generation Lead

Operational and Tactical Assistance

Staff often lack the capacity, skills, or expertise needed for effective planning and execution. Expanding headcount is challenging and not always a solution. Our team and trusted partners bring extensive experience and core skills, offering the additional capacity required to achieve your critical objectives.

Capabilities

  • Program Orchestration

  • Project Management

  • Business Analysis and Requirements

  • Smartsheet Development and Administration

  • Data Management and Analysis

Examples

  • Design, mobilize, and operate complex programs.

  • Develop project requirements and business case for approval.

  • Client-side solution management (e.g. CDMOs, Egnyte, Veeva, and ERPs).

  • Design, implement, and roll-out core processes, policies, and SOPs.

  • Develop and maintain Smartsheet applications.

  • Develop Tableau reports and dashboards.