Forecasting & Planning Assist 

Built for clinical supply teams, inside the platform you already use.

Forecasting & Planning Assist puts the full analytical power of agentic AI at the fingertips of clinical supply experts. Query data, execute configuration tasks, and monitor supply and enrollment risk across your portfolio in seconds, through plan-language prompts, with complete oversight and control throughout.

Tablet showing Forecasting & Planning Assist Agent

Why Forecasting & Planning Assist

As clinical supply portfolios grow, so does the volume of routine operational work required to keep data current and understand risks. Forecasting & Planning Assist is designed to address that challenge, handling the routine tasks so supply teams can focus where their expertise has the greatest impact.

Instant answers

Query the full portfolio in plain English without navigating screens or waiting for reports.

Proactive risk monitoring

Surface supply and enrollment risks across every trial and program before they escalate.

Simplified workflow

Execute configuration tasks and data updates through a single conversational prompt.

Four purpose-built agents

Licensed as a fully integrated bundle, each agent targets a key area of clinical supply operations.

Admin Agent

Query trial, supply and master data, configure depot networks and manage user accounts

Trial Health Agent

Monitor enrollment actuals, utilization schedules and supply risks across the full portfolio

Demand Planning Agent

Update enrollment actuals and model recruitment scenarios

Supply Planning Agent

Flag lot expiries, lead time risks, stockout exposure and studies with unmet supply demand


Built-in compliance and security

 Every agent operates within existing user permissions, is trained on clinical supply workflows specifically, and maintains a full GxP-compliant audit trail, with no additional governance required.

Want to learn more?

Contact our team today to add Forecasting & Planning Assist to your clinical supply operations.