We had no system.
So we built one.
A pharma marketing operations platform designed from scratch replacing scattered emails, Jira tickets, and lost project details with a single source of truth.
Note: Due to NDA constraints, I’ve modified majority of details.
The Context
A project manager ran every marketing project through scattered emails, Teams threads, and Jira tickets. Nothing was structured. Nothing was reusable. Every new project started from zero even when 80% of the details already existed somewhere else.
0
The Problem
Four breakdowns.
One root cause.
01
No defined project initiation
Teams created projects ad hoc, with no consistent structure making handoffs slow and error-prone.
03
Zero reusability between projects
Teams created projects ad hoc, with no consistent structure making handoffs slow and error-prone.
02
No visibility into billing
Costs sat in email threads and spreadsheets. No one had a single view of budget status.
04
Tooling was expensive and wrong-fit
Existing tools weren't built for pharma ops. They introduced friction, not focus.
Role & Scope
I led design end-to-end research, interaction design, developers, working directly with the leadership, product owner and engineering.
The Solution
One dashboard. Every project, visible.
Instead of chasing status updates over email, every active project its brand, region, asset type, and status lives in one filterable table. KPI cards surface what needs attention before anyone has to ask.
From blank page to
submitted in four steps.
The old version asked for twelve fields at once. The new
flow only asks what's relevant, when it's relevant fields
adapt to the asset type you're creating.
Details
Brand & Asset
Requirement
Review
Signature Feature
Why repeat what already exists?
Teams asked for the same project details over email, every time. Now duplicating a project takes one click with full visibility into exactly what's being carried over.
What I learned
● Systems compound. Solve the right primitive once, and ten downstream problems disappear with it.
● Done in phases, not all at once, momentum matters more than completeness.
● The brief is rarely the problem. The shape of the brief usually is.
Impact
21%
● increase in duplicate-project usage
39%
● increase in client interaction with the tool
67%
● increase in client interaction with the tool