Project Overview¶

There are two separate projects discussed:

Internal Data / Dashboard Project
Marketing / CDMO Search Engine

The internal data project is the first priority and needs to be presented to the CEO/management.

1. Internal Data / Dashboard Project¶

Current Data Situation¶

Internal data comes from marketing and logistics departments.
Data is stored in:
SharePoint
OneDrive
Other internal locations.
There is no centralized data lake currently.
Data exists mainly as different reports.

Formats of documents:

Excel
PDF
Word
Rarely images.

These reports function essentially as a CRM stored in Excel files.

Business Segments¶

Reports are created across three business segments:

Generics
CDMO
Nutraceuticals

Number of reports:

\~10 reports for Generics
\~5–6 reports for CDMO
\~15 reports for Nutraceuticals

Management currently reviews these reports manually.

Objective¶

Create dashboards from the existing reports to display key management information.

The dashboards will summarize and analyze the data from the reports.

Example Data Structure

Example scenario described in the meeting:

Company sells 25 products
Across 10 regions
Data includes:
Quantity sold
Price
Customer
Region
Dispatch information

Example question management might ask:

Which regions did Customer B buy Product A in?

The system should allow analysis across these combinations.

Key Sales Report¶

One major report tracks:

Weekly / Monthly Forecast

Includes:

Products expected to be dispatched
Sales outlook
Completed sales
Previous year sales
Next year projections

Also tracks opportunities, such as:

Potential sales in the next 18 months
Opportunities that will not convert into sales

Dashboard Requirements¶

Dashboards should exist at different management levels:

CEO / Management Dashboard¶

High-level overview.

VP Dashboard¶

More operational insights.

Manager Dashboard¶

More detailed operational data.

All dashboards use the same data but with restricted hierarchy-based access.

Data Granularity Documentation¶

A separate document exists that describes:

Each report
What data is tracked
Granularity level
Purpose of the report
Who reviews the report
Typical management questions

This document will be shared after review.

Security Requirements¶

Data is highly confidential.

Requirements:

Must remain on-premise
Cannot leave company systems
No external hosting.

Possible access methods:

VPN
On-premise data scientist.

Development Approach¶

Step 1:
Build a mock-up tool using synthetic data.

Step 2:
Demonstrate how the system works.

Step 3:
Once approved, connect to the actual internal data.

Marketing / CDMO Search Engine¶

Objective¶

Create an internal search engine that can search across internal documents.

Purpose:

Quickly retrieve information from internal documents.
Avoid manually searching through files.

Data Sources¶

Documents stored in:

SharePoint
Excel
Word
PDF

Data is currently unstructured.

Search Engine Functionality¶

Users should be able to ask questions similar to ChatGPT.

Examples:

Financial information about a company.
Product pipelines from stored reports.
Information from internal company research.

The system should only use internal documents.

It should not interact with the web.

Example Use Case (Small Molecule Business)¶

The company supplies custom small molecules to customers.

Example query:

Compare sales of a molecule supplied by Divi’s to a customer.
Check if another manufacturer supplies the same molecule to GSK.

All this data already exists in the internal database.

The system should retrieve it quickly.

Customer Relationship Data¶

Internal records track:

Commercial customers (approx. 15–20)
Target companies (wish list of \~150)
Responsible business development contacts
Molecules associated with each company
FDA database information
Meeting notes
Trade show interactions
Unit visits

Example query:

Have we met this customer before?
What discussions happened?

Currently this requires manually searching documents, which can take 1–2 weeks.

The search engine should answer this quickly.

Document Traceability¶

The system should show:

Which document the answer came from
Allow users to open the source file.

Workflow Notes (Generics Sales)¶

Sales process depends on region.

Example:

US / Europe → structured regulatory process.
APAC / MENA → faster conversion to sales.

Sampling is tracked through an internal tracker.

Additional Notes¶

Pricing is usually discussed later in negotiations.
Deals typically begin with one molecule, not multiple molecules at once