Cresen Solutions was formed to provide distinct and qualified services to the life sciences industry. Our organization has a clear focus and mission to enable improved business outcomes through advanced technology solutions and analytical expertise. The leadership team is comprised of seasoned healthcare industry experts focused on enabling the technological advancements necessary in today’s ever-changing healthcare landscape. Strong foundations in technology systems and solutions and the business acumen to enable predictable business results are keys to our success. Experience, quality, and innovation are the cornerstones of our team’s capabilities and are applied to each engagement.

EngageMate is an HCP/HCO engagements tool developed by Cresen Solutions that enables our clients to fully track HCP and HCO engagements throughout the entire life cycle. The system is designed to automate the business lifecycle of any fee for service engagement from business planning through close-out. It will also serve as the auditable system of record for all associated HCP/HCO fee-based contractual arrangements.  There are many problems to be solved in the engagement lifecycle, EngageMate shines in the way it solves these problems.

Every life sciences company engages healthcare professionals (HCPs), healthcare organizations (HCOs), and other service providers. Each engagement is a multi-step process with handoffs across legal, compliance, medical affairs, and finance.

The compliance team’s job is to keep all of it visible and approved aligned with both external regulations and internal policy. That work spans fair market value (FMV) assessments, activity concept reviews, nomination approvals, content reviews, spend capture, certification, and close-out.

Then add global complexity. Service providers in different countries each carry their own cross-border workflows, currencies, and reporting requirements. The volume multiplies fast.

Spreadsheets, Word documents, and email chains can manage a handful of engagements. They cannot manage hundreds across regions under modern transparency reporting requirements. What worked five years ago now creates audit risk.

Here’s how this plays out in practice. A top-20 pharmaceutical company recently came to Cresen after an unsatisfactory experience with another engagement tool they’d reverted to tracking activities across emails, spreadsheets, and Word documents. The audit risk had become untenable.

Cresen implemented EngageMate. The team gathered the client’s workflow rules, business logic, and form requirements, then configured EngageMate to match their policies and SOPs precisely. EngageMate integrated with the client’s customer master to pull HCP and HCO data directly into the system – accurate, current, and free from manual re-entry.

Region-specific review workflows let activities move through the right legal, medical, and compliance reviewers in each market. When workflows complete, EngageMate enforces closure and certification per company policy. Built on open integration standards, it connects to existing business systems without custom development.

Adoption is where most compliance tools fail. EngageMate is built so that submitters and reviewers can navigate it after a single self-guided training session.

Email notifications go out automatically when an activity needs attention, each one with a direct deep-link to the relevant record. At login, users land on a dashboard of tiled activity categories where they can find any engagement in seconds rather than navigating through menus.

Customizable dashboards pull real-time metrics on activities, service providers used, approvals issued, and pending close-outs — so compliance leaders see the state of their program at a glance.

Given the ever-changing nature of the life sciences industry and government reporting, flexibility is a top priority for all Cresen Solutions’ product offerings, including EngageMate. It is easy to create and edit any of the system’s forms and needs assessment qualifications from the user interface, including quickly changing language translations. In the most recent implementation of EngageMate, the system is translated into Japanese, with the help of translation vendors and the users themselves. Cresen Solutions can accommodate changes or updates to the translations rapidly without downtime. Where EngageMate shines is in the flexibility of using its sophisticated rules engine. This allows for business rules to be implemented in the system without hardcoding and interruption. With the rules engine, questions can be required, disabled, hidden, or populated with a value either by themselves or based on another question’s answer. Changes in the rules engine, or the configuration of forms and questions, can be seen in real-time.

Finally, any system must have flexibility in how users are created and assigned. Even in a small workforce, changes are inevitable.  This problem is compounded as the user pool grows; therefore, it is paramount to have a process in place to accommodate these personnel changes. EngageMate allows user profiles to be easily managed by an administrator to add and remove users, change their assigned department, grant access to specific forms, and change their role in the system. Reviewers, or the administrator on the Reviewer’s behalf, can delegate their role to another Reviewer while out on leave. This allows for the workflow to never get “stuck” waiting for someone’s action while they are out of the office.

HCP engagement risk doesn’t disappear by adding more spreadsheets or hiring more reviewers. It disappears when the entire lifecycle – planning, FMV, approvals, execution, certification, close-out lives in one auditable system. That’s what EngageMate is.

For broader context on how HCP engagement risk fits into the full compliance lifecycle including the upstream risk assessment work that determines which engagement types deserve the most rigorous oversight – see our guide to compliance risk assessment in life sciences.

To learn more about Cresen Solutions and its other Flagship products, MonitorMate and SpendMate, we encourage you to visit the Cresen Solutions homepage

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