Regulatory and compliance events tracking tool

Business Requirement

A healthcare advisory firm intended to develop the ability to track all relevant regulatory and compliance events for analysis, trending, reporting and business planning purposes.


After building other solutions for the firm, we were tasked with developing this particular application. In addition to the usual configurations, the effort involved complex workflows and rules. Capabilities were provided for recording events and guiding users through a pre-approved step-by-step process. VisualForce components were developed for input form entry, formatted results display, questionnaire and PDF rendering. A set of reports and dashboards provided a complete view of the compliance events.


The application provided the firm’s pharmaceutical customers the capability to provide roster and territory information to ensure they can record and correlate events back to field or home-office employees. To the advisory firm, it provided the capability to modify its configuration real-time so as to impact suggested workflows.