AI Playbooks

$51M portfolio. 13 brands. Zero room for compliance failures.

IPG Health managed pharmaceutical marketing for Novartis (6 brands including Kesimpta) and Sanofi (7 brands). Each brand had different MLR requirements, regional variations, and approval workflows.

I embedded with both client teams and internal production staff. Mapped existing workflows, identified bottlenecks, and cataloged compliance failures. The pattern was clear: 30% of submissions were rejected not for content quality, but for process violations.

Teams were using spreadsheets to track approvals, email chains for reviews, and shared drives with inconsistent naming. No single source of truth. No audit trail. No way to demonstrate compliance during inspections.

One platform. 13 brands. Complete compliance isolation.

AI Playbooks is a multi-tenant content governance platform. Each brand operates in isolation—separate workflows, separate approval chains, separate audit logs—but shares common infrastructure and compliance rules.

Architecture priorities: tenant isolation for compliance, automated MLR checks before submission, complete audit trails for regulatory inspections, and workflow automation to reduce manual handoffs.

99.9% uptime. Zero HIPAA violations. Four years running.

AI Playbooks runs on Azure AKS with multi-region failover. Every component is monitored. Every transaction is logged. Every deployment is automated and tested.

SLOs that matter: sub-500ms response times for all user interactions, 99.9% uptime with automatic failover, complete audit logs retained for 7 years (regulatory requirement), and zero data breaches.

The platform processes 500+ assets per month across all brands. Each asset goes through automated compliance checks, workflow routing, and approval tracking—with full visibility for stakeholders at every step.

60+ staff. 13 brands. One way of working.

Rolled out AI Playbooks across the entire portfolio: content producers, MLR reviewers, brand managers, and client stakeholders. Each role got tailored training and workflows optimized for their responsibilities.

Established playbooks for every content type: promotional materials, medical education, sales training, patient materials. Each playbook includes templates, compliance checklists, and approval workflows.

The Result

Four years of operations. Zero HIPAA violations. Zero compliance failures during audits. The platform became the standard operating model for regulated content across both Novartis and Sanofi portfolios.

MLR cycles dropped from 28 days to 12 days. First-pass approval rates increased from 52% to 79%. Infrastructure costs dropped 60% through cloud migration and automation.

Most importantly: the team scaled from 5 to 60+ while maintaining compliance standards. The playbooks and workflows I established became institutional knowledge—surviving team changes and client transitions.