Leverage apps to connect the enterprise and reduce business complexity

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Bringing products to market today requires a cohesive and connected cross-functional enterprise. Teams, divisions and regions all need timely access and simple navigation to the product information that drives core enterprise and ISO processes.

However, most organizations are wrestling with the complexity of siloed systems, processes and people, crippling the ability to effectively execute. Much of the complexity is the result of a disconnected web of core, legacy, SaaS, on-premise, and functional point systems.

We help companies access data from multiple systems in a single portal with pre-configured and custom-built apps based on common roles, fundamental use cases and frequent functionality.

Connected Role-Based Apps

Leading companies are leveraging IoT to unlock and aggregate data from any IT system, and better enable day-to-day tasks. A connected digital platform with role-based apps can reduce internal complexity, significantly increasing speed to market, improving quality and reducing cost as a result. Connected apps offer mobile access, a streamlined user experience (UX) and less navigation for each individual role.


Business Value Benefits

  • Increased efficiency and value-add work​​
  • Quicker access to key data and documents​​
  • Enterprise visibility, self-serve data and reports​​
  • Complete cross-functional views for holistic decision making
  • Closed-loop collaboration
  • Reduced cost of poor quality​​
  • Analytics base to provide key insights at scale
  • Predictive analytics to drive prevention of issues​​
  • Business continuity and existing system infrastructure
  • Flexibility for system consolidation, migration and integration efforts

Types of Connected Role-Based Apps

Pre-configured and custom-built apps provide convenient, easy-to-use solutions available to users across the organization. Pre-built apps provide core functionality to quickly deploy and simplify tasks common to all organizations, while custom apps provide options for targeted business processes and unique source system architectures with their open connectivity model and low-code development features.

Connected Role-Based Apps

Built to address a fundamental set of use cases and pain points offering a focused user experience to streamline the key information and activities for each respective function. Core enterprise and all ISO 9001 processes can be simplified with pre-configured or custom apps.

Federated Product and Document Search Apps

Base foundational apps that offer step-change search, access, visibility and use of enterprise data and documents from any system or data source. Cross-functional users are no longer required to request and wait on counterparts or forced to navigate an unfamiliar point system to access the right information.

Dashboard and Report Apps

Cornerstone apps that leverage the power of digital technology to "mash-up" and bring data and documents from disparate systems into a single view. Aggregate cross-functional, cross-BU or cross-region system data into complete views for fully informed decisions. Apps set the base for Advanced Analytics and allow for innumerable user defined views and cross-functional impact reports.

Role-Based App Features

  • Simplified user experience
  • Single sign-on and point of entry
  • Focused, role-based context
  • Open model with pre-built connectors to common systems
  • Custom apps leverage leading practices to enable closed-loop workflow, approvals, notifications
  • Traceability, audit, CFR Part 11 compliant
  • Cross-functional impact reports
  • Embedded within PLM or separate portal
  • Mobile access

Use Cases for Connected Role-Based Apps


Process Enablement:

  • Product Development
  • Verification & Validation

Cross-System Mash-ups:

  • Requirements vs. Risk vs. Design
  • Verification & Validation vs. Changes


Process Enablement:

  • Quality issues vs. REP quantities, revenue and cost
  • Nonconformance, complaint, audit, CAPA

Cross-System Mash-ups:

  • Cost of Quality
  • Management Review
  • Response to unannounced audits

Supply Chain

Process Enablement:

  • S&OP
  • Supplier Scorecard

Cross-System Mash-ups:

  • Rationalization vs. Inventory and forecast
  • Planning


Process Enablement:

  • Batch/Lot Master Record
  • Equipment reliability and maintenance

Cross-System Mash-ups:

  • BOM compare – PLM vs. ERP vs. MES


Process Enablement:

  • Product recertification
  • Regulatory submission
  • Document collection for submissions or audits

Cross-System Mash-ups:

  • Safety reporting and product registrations
  • Enterprise regulatory reports
  • Post-market surveillance

Sales & Marketing

Process Enablement:

  • Portfolio Review
  • SKU Rationalization

Cross-System Mash-ups:

  • Complaints vs. CRM historical and forecasted sales
  • Regulatory changes and compliance


Process Enablement:

  • BOM costing scenarios
  • M&A integration

Cross-System Mash-ups:

  • Profitability


Process Enablement:

  • Complaint creation and escalation to CAPA
  • Remote Service

Cross-System Mash-ups:

  • Service costs & efficiencies
  • Connected cause analysis

How We Help Clients Build Role-Based Apps for Cross-Functional Users

We combine our deep industry expertise, process knowledge and system implementation experience to first understand then build the appropriate mix of pre-built and custom apps to drive quick wins and long-term value for your organization.

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Systems & Opportunity Assessment

  • Engage cross-functional users to understand current state data, where source information and documents reside (PLM, ERP, QMS, MDM, etc.), processes it feeds, who needs it, who is responsible for maintaining it, bottlenecks and baselines
  • Identify highest value cross-system data “mash-ups”, dashboards and reports
  • Prioritize suggested target systems and roadmap of the associated role-based apps (Pre-built and Custom Development) with highest impact
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Minimum Viable Product (MVP) Pilot to Scale

  • Implement a proof of value deployment at a subset of business units, sites and/or product lines
  • Gain feedback and make refinements to enable multiple use cases, leveraging prioritized systems and data sources
  • Capture benefits of optimized enterprise access and a simplified user experience
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Connected Pre-Built Role-Based Apps Deployment

  • Built for accelerated deployment
  • Connected to common commercial software solutions
  • Based on industry-leading practices and standard business process to provide immediate value realization
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Connected Custom Role-Based Apps Development & Deployment

  • An open technology model with significant flexibility using OData, REST API and javascript and low-code development features to ease the customization effort and timeline
  • Pairing the platform with your PLM system can deliver a powerful backbone to:
    • Enhance distinct, cross-system business processes, aggregate workflows and notifications
    • Centrally track and view information and status
    • Compile data and documents
    • Enable traceability, auditability, and CFR Part 11 compliance

Our Work in Role-Based Enterprise Apps
Case Study: Medical Device Manufacturer

Designed and implemented single portal to facilitate regulatory, supply chain and engineering functions' collection of data across multiple systems to inform re-certification vs. rationalize decisions for leading medical device manufacturer


  • Organization was seeking to unify product data across business units and supporting systems into a single, user-friendly platform to improve internal processes related to EU MDR device certifications
  • Desire to improve efficiency, enhance compliance and reduce time-to-certification for products


  • Identified and cataloged all disparate data sources
  • Created a central data aggregation solution built on digital platform solution
  • Connected to all applicable data sources and integrated to solution via plug-ins
  • Authored intelligent search services and indexing
  • Provided translation services so data could be viewed and manipulated with multiple presentation layer offerings
  • Created robust logging and reporting mechanisms for all data interactions


  • Unified multiple data sources and types into a single platform for review by the Regulatory Affairs team
  • Data was organized into product packages reviewed to determine if a device was eligible for EU MDR certification
  • All processes and systems designed to comply with EU MDR reporting requirements

Thought Leaders

David Wolf 2017
David Wolf
Scott Siegel 2016
Scott Siegel