Pharmaceutical Change Management Tracker

Operational changes involving suppliers, orders, inventory and implementation can create fragmented records, unclear ownership and missed follow-ups when assessments, tasks, meeting decisions and deadlines are tracked separately.

Create a structured system that keeps each proposed change, its assessment, related actions, decisions, owners and deadlines connected from intake through implementation.

A centralized Airtable system was designed with linked records for intake, change records, implementation tasks, meeting actions and decisions. Personal task views support individual ownership, while a leadership interface provides a concise operational summary.

1. 01A proposed change is captured through a pre-assessment intake form.
2. 02The submission creates a structured change record for review and assessment.
3. 03Implementation tasks are created as linked child records with owners and deadlines.
4. 04Meeting actions and decisions are recorded against the relevant change.
5. 05Personal views surface each owner’s tasks while the leadership view summarises progress.

Scheduled monitoring of overdue records with automated email notifications.

• Intake submissions create new change records
• Task records are linked to their parent change
• Scheduled overdue record monitoring
• Automated email notifications to owners
• Status and ownership updates flow into reporting views

The proposed workflow is intended to improve traceability, ownership, follow-up and management visibility while reducing the effort needed to assemble status updates. These are expected outcomes of this portfolio demo, not verified results from a pharmaceutical client.