Case study · Anonymized · CRO

CRO quotation, bioanalysis & CTD assist

An illustrative design-partner narrative for a mid-size CRO: faster study scoping drafts, bioanalysis package review assist, and CTD-oriented submission support — with sponsor data staying on-prem and experts accountable for every outbound deliverable.

3 wedges

First CRO scope

BD & quotation assist, bioanalysis document review, and CTD Module support — not a full CRO ERP replacement.

HITL

Sponsor-safe gates

No auto-send of quotes or dossiers to sponsors. AI drafts; BD, lab, and RA leads approve.

On-prem

Sovereign posture

Protocols, bioanalytical data, and draft CTD text stay inside an approved CRO environment.

CRO identity and sponsor names are withheld. Metrics and outcomes are design-partner / MVP framing — not guaranteed turnaround, win-rate, or submission success.

Who (anonymized)

A regional contract research organization running clinical bioanalysis and regulatory document support for pharma/biotech sponsors. Teams juggle RFPs, study protocols, chromatogram-heavy bioanalysis packages, and CTD-aligned submission text under tight confidentiality.

Pain

  • BD cycles where quotation and study-scope drafts take days of expert time across templates and prior studies
  • Bioanalysis report packages that still need manual cross-checks across instrument PDFs, LIMS exports, and narrative sections
  • CTD-oriented drafting that must stay consistent with sponsor instructions and frozen guidance — without leaking data to public LLM APIs
  • Need for audit trails when sponsors or QA ask how a draft was produced

MVP shape — three assists under one Harness

01

BD & quotation

Ingest RFP / protocol synopsis; draft scope, assumptions, and quote narrative with citations to prior templates.

02

Bioanalysis review

Assist review of instrument PDFs and data-package checklists; escalate exceptions to lab scientists.

03

CTD support

Draft CTD-oriented sections with guidance citations; no auto-filing; RA sign-off required.

04

Provenance

Decision log: sources, model/pack versions, and reviewer actions for sponsor or QA inquiry.

What “good” looks like in an MVP

  • Faster first-draft quotations with mandatory BD review before sponsor send
  • Higher checklist completeness on bioanalysis packages vs a gold-label sample set
  • Uncertainty escalation when evidence is weak — no silent “complete” status
  • Zero auto-submission of CTD packages in the pilot window

Why it matters for Ivertiq

  • Completes the Life Sciences peer set with a CRO-shaped narrative alongside MAH and forensic
  • Reuses the same Harness control layer (orchestration, validation, provenance, HITL) with a CRO Validation Pack
  • Shows sponsor-boundary discipline that CROs need when evaluating on-prem AI

What we do not claim

  • Guaranteed RFP win rates or shorter every-study turnaround
  • Replacement of BD, bioanalytical, or Regulatory Affairs judgment
  • Full eCTD publishing or LIMS write-back in the first MVP