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Case study · From the Pluris libraryReceipt no. 3223
What sucked

The team had a recurring compliance disclosure process that required manual preparation of state-level pharmaceutical pricing forms.

Each product required multiple forms, with information pulled from internal trackers and supporting files, then converted into PDF and prepared for review before submission. The work was repetitive, detail-heavy, and time-sensitive, with a high risk of delays or errors if someone had to manually copy data, generate documents, track status, and manage each state submission one by one. The project was triggered by the need to reduce manual effort, improve consistency, and create a more controlled workflow for recurring disclosure filings.

Healthcare & Life SciencesLegal & Compliance4–8 weeks
What they built

RAM Solutions built an RPA workflow that prepares recurring state-level pharmaceutical pricing disclosure packages. It reads product and filing data from controlled trackers, applies each product's calculation logic, generates the required disclosure forms and PDFs, organizes the files by product and state, and tracks completion status, with a human compliance review retained before every submission.

What changed
2 weeks to 10 minutes

Reduced the preparation cycle for state-level pharmaceutical disclosure packages from roughly two weeks to about 10 minutes.

3 state workflows automated

The automation supported disclosure preparation for Connecticut, Vermont, and Colorado, each with its own state-level filing requirements.

Human review preserved

The workflow automated document preparation, calculations, PDF generation, and tracking while keeping compliance review and approval in human hands.

Time to results
4–8 weeks
Company size
5,001+ people
Project cost
Under $25K
Who did it
Will Sanchez
Intelligent Automation Architect & Process Transformation Consultant, RAM Solutions

Vetted by Pluris.