Proventeq helps life sciences organizations build the data foundation that makes AI actually work.

Modernising ECM, ERP and CRM platforms, establishing data governance, and deploying intelligent AI agents that accelerate your most critical workflows.

95%

of AI projects fail due to poor data quality, not AI technology

75–85%

of pharma workflows can be enhanced or automated by AI agents — McKinsey

Only 17%

of life science CIOs are in the 'digital vanguard' — Gartner

Your AI ambitions are being held back by your data estate

According to Gartner, many organisations have AI-ready tools, but not AI-ready data. In life sciences, three overlooked platform categories are often at the root of the problem.
Legacy ECM Platforms

Research documents, SOPs, regulatory submissions and lab data locked inside Documentum, OpenText, FileNet or iManage. These systems predate AI by two decades. Copilot and RAG-based AI cannot index what it cannot reach, and so your scientific IP is invisible to every AI model you deploy.

→ Proventeq migrates ECM to Microsoft 365, enriching metadata and building a Copilot-ready content foundation.

Fragmented ERP Data

Post-acquisition ERP sprawl, including multiple NetSuite, SAP or Oracle instances with no unified data model, means your operational AI has no single source of truth. Business development, finance and project data live in disconnected silos that no AI can meaningfully analyse across.

→ Proventeq consolidates ERP data into a unified, AI-ready platform with automated, governed data pipelines.

Siloed CRM & Clinical Data

Patient management, clinical trial data and business development pipelines spread across legacy SQL databases, Salesforce tenants and spreadsheets. Data quality issues including missing values, inconsistent formats, and duplicate records silently corrupt any AI model trained on this foundation.

→ Proventeq automates data validation and CRM migration, ensuring AI models are built on clean, governed data.

Shadow Card

From Data Chaos to AI-First Operations

We don't just migrate data. We build the data foundation your AI strategy demands, then deploy intelligent agents on top of it.
Modernise Your Data Platforms

We migrate and consolidate your ECM (legacy to Microsoft 365), ERP (legacy instances to Oracle NetSuite or a system of your choice), and CRM (SQL/legacy to Salesforce) platforms. Data is cleaned, enriched with metadata, and structured for downstream AI consumption. Redundant, obsolete and trivial (ROT) content is identified and eliminated.

  • ECM Modernisation to Microsoft 365
  • ERP Data Consolidation & Migration
  • CRM Data Validation & Migration
  • Intelligent Metadata Enrichment

Establish Data Governance & Security

AI models are only as trustworthy as the data they consume. We implement Microsoft Purview for data lineage, classification and compliance. Sensitivity labels, retention policies and access controls are applied at content level to ensure your scientific IP, patient data and regulatory submissions are protected and audit-ready.

  • Microsoft Purview Classification
  • Data Lineage & Cataloguing
  • Sensitivity Labels & DLP
  • Compliance & GxP Alignment

Deploy Your Agentic AI Foundry

With clean, governed, unified data in place, we deploy Proventeq's Agentic AI Foundry; building and orchestrating AI agents on Microsoft Azure AI Foundry, Microsoft Copilot and Salesforce Agentforce that automate your most time-intensive life sciences workflows. From regulatory submissions to clinical data validation, we allow your people focus on science — not administration.

  • Microsoft Copilot for Life Sciences
  • Azure AI Foundry Agent Development
  • Salesforce Agentforce Integration
  • Life Sciences-Specific AI Workflows

Purpose-Built AI Agents for Life Sciences Workflows

Once your data is clean, governed and unified, Proventeq's Agentic AI Foundry deploys domain-specific AI agents that work autonomously across your operations to reduce cycle times, eliminate manual effort, and keep your experts focused on the decisions that matter.
Clinical Data Validation Agent

Automatically validates clinical and patient data across datasets; checking for missing values, inconsistencies, duplicate records and rule violations. Generates audit-ready compliance reports. Replaces hundreds of manual validation days.

Regulatory Submission Agent

Assembles regulatory documentation packages (SOPs, batch records, eCTD components) from governed SharePoint content, cross-references compliance requirements, and generates submission-ready outputs with full audit trails.

Scientific Knowledge Agent

Built on Microsoft Copilot and Azure AI Search, this agent surfaces relevant research documents, protocols and experimental data from across your SharePoint estate, enabling your researchers to query institutional knowledge in natural language.

M&A Data Integration Agent

Orchestrates data consolidation from acquired companies into your primary ERP or M365 environment. Identifies and eliminates ROT data, maps entity relationships, and creates a reusable integration framework for future acquisitions.

SOP & Document Lifecycle Agent

Manages the full lifecycle of GxP documents — automated version control, metadata tagging, review routing and expiry notifications — ensuring every SOP, protocol and regulatory document is current, traceable and accessible.

Business Intelligence & Reporting Agent

Connects to unified ERP, CRM and ECM data to generate real-time operational dashboards and predictive reports; giving finance, business development and operations leaders a single, trusted view of the business.

Swoosh Curve
Why 70% of ERP & CRM
Transformations Underperform

Many life sciences organisations have AI-ready tools but not AI-ready information.
Watch this on-demand webinar to learn how to build the foundations for successful AI.

Watch On-Demand

Governed, Real-Time Analytics in the Flow of Life Sciences Work

For life sciences organisations running Salesforce for clinical operations, patient management and business development, Proventeq delivers the next generation of analytics: AI-powered, governed, real-time insights delivered inside the platforms your teams already use — without extracting data or compromising Salesforce compliance. Gartner predicts 40% of enterprise applications will feature task-specific AI agents by end of 2026, and that 60% of agentic analytics projects relying solely on MCP will fail without a consistent semantic layer. We build the trusted foundation first.
01 — Tableau Next

AI-Powered Analytics in the Flow of Work

Agentic analytics built natively on Salesforce. We embed personalised, context-aware insights and Tableau Agent directly into CRM, Slack and Microsoft Teams, so clinical, commercial and operations teams can explore data and take action at the point of decision, not a day later.

02 — Data 360 & Informatica

Governed, Unified Data Foundation

We provision Data 360 to unify structured and unstructured Salesforce data into a governed, real-time context layer; applying Informatica data quality, lineage and cataloguing so every AI agent reasons from trusted, consistent data, not fragmented clinical records.

03 — Agentforce

AI Agents Alongside Your Life Sciences Teams

We activate Agentforce analytics and visualisation agents that surface proactive insights to clinical operations, patient services and business development; delivered natively in Slack and integrated into Microsoft Teams, with Salesforce role-based governance enforced end-to-end.

Proof in Delivery: Bionical — Tableau Next Proof of Concept

Pharmaceutical services  |  Tableau Next · Data 360 · Agentforce · Salesforce FDE

Bionical needed to move beyond a manual, slow and limited reporting process. Proventeq delivered a Tableau Next proof of concept; ingesting Salesforce CRM data into Data 360, activating Agentforce analytics and visualisation agents, and validating accuracy, governance and access control against real operational needs. Delivered in daily collaboration with the Salesforce and Agentforce product teams using Proventeq's Forward Deployed Engineering model — engineers embedded inside Bionical's business team to ensure real process understanding, not just a demo.

100%
access-control compliance validated in test cases
90%+
accuracy on complex custom-object queries
3 wks
proof-of-concept delivery window
Daily
co-development checkpoints with Salesforce product team
Swoosh Curve
Salesforce Accelerator for
Microsoft Fabric and Power BI Copilot

Deeply invested in both Salesforce and Microsoft Azure? Our fixed-scope accelerator harmonises Salesforce clinical and commercial data in Microsoft Fabric. Available on the Microsoft Marketplace.

View on Microsoft Marketplace

How We're Helping Organisations Build AI-Ready Foundations

Find out how we help our clients across the globe achieve their content migration goals.

The Life Sciences Data & AI Partner You Can Trust

We bring together 18 years of enterprise content management expertise, deep Microsoft ecosystem partnership, and a proven record in life sciences to deliver AI readiness that is real, measurable and compliant.

18+
Years ECM Experience
Delivering enterprise content migrations since 2007
30+
Countries Served
Life sciences clients across the UK, US, EU & beyond
ISO 27001
Certified
Protecting your most sensitive research and clinical data
Microsoft
Solutions Partner
For Modern Work & Content Services
Gartner & Forrester
Recognised
For ECM modernisation excellence

Our Life Sciences Platform Capabilities

From legacy ECM decommissioning to agentic AI deployment, we cover the full data modernisation stack.

Content & ECM

Documentum to Microsoft 365 Migration
Full-fidelity content migration with metadata enrichment
OpenText / FileNet ECM Modernisation
Decommission legacy ECM and migrate to modern cloud platforms
SharePoint Premium & Copilot Readiness
Architecture and governance to unlock Microsoft Copilot
Microsoft Purview Governance & Compliance
Data classification, lineage and sensitivity labelling at scale

Data & Integration

ERP Data Consolidation (Oracle NetSuite / SAP)
Unify post-acquisition ERP sprawl into a single data model
Salesforce Implementation & Data Validation
CRM migration with automated data quality validation
Agentic Analytics for Salesforce (Tableau Next & Agentforce)
Governed, real-time analytics inside Salesforce using Tableau Next, Data 360, Informatica and Agentforce
Salesforce Accelerator for Microsoft Fabric & Power BI Copilot
Bring Salesforce data into a governed Fabric data lake for deep analytics and natural-language reporting
Azure Data Platform Modernisation
Cloud-native data pipelines on Microsoft Azure
Microsoft Fabric Analytics Modernisation
Unified analytics and reporting across all data domains

AI & Automation

Microsoft Copilot for Life Sciences Deployment
End-to-end Copilot readiness assessment and implementation
Azure AI Foundry Agent Development
Custom AI agents built on Azure AI Foundry for life sciences
Salesforce Agentforce Analytics Deployment
Proactive, governed analytics agents surfaced in Salesforce CRM, Slack and Microsoft Teams
Semantic Layer Readiness (Tableau Semantics)
Consistent, governed metric definitions so every AI agent reasons from trusted business context
Intelligent Document Processing
AI-powered extraction, classification and routing of documents
Data Maturity Assessment for AI Readiness
Free assessment benchmarking your data estate against AI requirements
Swoosh Curve
Start Your AI Readiness Journey Today

Get a free, personalised Data Maturity Assessment and understand exactly where your data estate stands — and what's needed to unlock AI at scale.

Book Your Free Assessment