360 Portfolio Oversight Toolkit and Data Hub


Client Type A global biopharma
Function Program planning & analytics using standardized templates and scalable data model to enable real-time, 360 portfolio oversight.
Challenge Non-standard portfolio planning and reporting
Impact Unified data foundation, automated analytics

Challenge

Following rapid growth after commercializing several assets, a global biopharma was seeking to standardize how it planned and reported on its clinical development portfolio.

Approach

Scimitar was engaged to design and implement centralized & standardized program and project templates, along with digital toolkits for R&D program managers to use from initiation to launch. We partnered with cross-functional teams to identify key milestones, activities, and templates required to manage each asset, while also uncovering business questions needed to guide the data structure and analytical tools for real-time portfolio insights.

Impact

The project resulted in improved consistency and clarity between the CMO and cross-functional teams on real-time status, key activities, and critical paths. Leadership gained a clearer view of the questions that needed answering and the source of truth for program data. With standardized templates, a unified data model, and a back-end database supporting portfolio and executive-level reporting, a strong data foundation was established that enabled automated analytics and insights previously impossible.

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