Automating Veeva Vault Document Submission for Faster Approvals

Copy Link

A pharma and life sciences company automated manual data entry and document routing tasks in Veeva Vault using Whatfix. By leveraging a 20-step Flow and an in-app Launcher, they reduced document submission time by 79%, improving overall process efficiency by 376%.

The company used Veeva Vault to manage document approval routing, but users faced delays due to manual data entry. It took approximately 10 minutes to manually enter details for each document submission, and users often had to revisit previous Veeva Vault pages to extract necessary information, slowing down the process further. These manual tasks increased the risk of data entry errors, leading to dirty data, compliance risks, and overall inefficiency, especially as document volumes increased.

The company used Whatfix to deploy an in-app Launcher visible when documents were in the draft state, allowing users to initiate the document submission process easily. A 20-step Flow was created, guiding users through the entire task. Additionally, Whatfix automated data capture from previous Veeva Vault pages, auto-filling fields with relevant information to reduce manual entry and improve accuracy.