Risk Assessment, Monitoring, and Auditing

MonitorMate empowers compliance teams with automated, intelligent, and precise risk management, monitoring, auditing, and remediation, propelling them towards a streamlined and seamless compliance journey.

What is MonitorMate?

MonitorMate offers a streamlined and robust solution tailored for the complexities of the Risk Monitoring lifecycle. It is highly customizable to align with each client’s distinct business processes. Featuring a versatile architecture, MonitorMate encompasses comprehensive monitoring capabilities, including the assessment of global risks (encompassing both country and activity-based risks), the development of mitigation strategies, and the implementation of finely-tuned monitoring plans.  It excels in tracking worldwide monitoring activities, managing issues effectively, remediating identified problems, and delivering real-time data analytics for informed decision-making.

Key Features

MonitorMate Lifecycle

Top 10 Features That Define Best-in-Class Monitoring & Auditing

AI-Powered Email Monitoring

Real-time monitoring of HCP communications via Microsoft Graph API with active-learning AI filtering, policy-based violation detection, and human-in-the-loop review all HIPAA & GDPR compliant.

Ethics & Compliance Hotline (EthosLine)

Anonymous, multi-channel incident intake with configurable workflows, case assignment, escalation logic, and full investigation trail giving your workforce a trusted speak-up channel.

Risk Assessment & Heat Maps

Questionnaire-driven RAMP scoring that translates engagement risk into visual heat maps. Prioritize high-risk activities and regions before they escalate into enforcement events..

Mitigation Plan & Remediation Tracking

Control-theme logic across Written Policies, Training, Process Controls, and Audit with JSONB-based remediation records and full policy-field traceability from risk to resolution..

Multi-Channel Communications Monitoring

Extends compliance coverage to SMS, WhatsApp, and social media via Twilio and Ayrshare integrations capturing the full digital footprint of HCP interactions beyond email alone.

HCP Spend Auditing & Concur Integration

AI-assisted receipt analysis via SAP Concur, speaker program CSV ingestion, meal limit validation, and anomaly detection turning expense data into compliance intelligence..

Monitoring & Auditing Checklists, Issues IdentifiedOutside of Monitoring, Remediation, Automated Workflows & Exportable Dashboards

Region-specific compliance checklists (including Japan), structured capture of issues surfaced outside formal monitoring cycles, remediation tracking, and automated workflow routing all backed by live Power BI and Qlik dashboards exportable directly to slide decks for board and compliance committee presentations

Open REST API & System Integrations

Documented REST API with Concur, Veeva, Outlook, and SharePoint connectors. Master record architecture with client-side incremental updates designed for enterprise systems, not data silos.

24/7 Dedicated Client Support in Operations

Round-the-clock support during the operations phase not just at go-live. MonitorMate clients have access to a dedicated delivery team for issue resolution, monitoring oversight, and continuous program support, ensuring compliance operations never stall when it matters most.

Electronic HCP Sign-In Sheet Reading & Monitoring(OCR)

AI-powered OCR ingests paper-based HCP sign-in sheets and unstructured event documents digitizing, validating, and reconciling attendance data against engagement records without manual re-entry. Bridges the gap between physical event documentation and your compliance system of record.

Monitoring & Auditing Checklists, Issues Identified Outside of Monitoring, Remediation, Automated Workflows & Exportable Dashboards

Region-specific compliance checklists (including Japan), structured capture of issues surfaced outside formal monitoring cycles, remediation tracking, and automated workflow routing all backed by live Power BI and Qlik dashboards exportable directly to slide decks for board and compliance committee presentations.

Open REST API & System Integrations

Documented REST API with Concur, Veeva, Outlook, and SharePoint connectors. Master record architecture with client-side incremental updates designed for enterprise systems, not data silos.

24/7 Dedicated Client Support in Operations

Round-the-clock support during the operations phase not just at go-live. MonitorMate clients have access to a dedicated delivery team for issue resolution, monitoring oversight, and continuous program support, ensuring compliance operations never stall when it matters most.

Electronic HCP Sign-In Sheet Reading & Monitoring (OCR)

AI-powered OCR ingests paper-based HCP sign-in sheets and unstructured event documents digitizing, validating, and reconciling attendance data against engagement records without manual re-entry. Bridges the gap between physical event documentation and your compliance system of record.

Highlights

Flexible

MonitorMate is a flexible solution that can be customized to meet the needs of any company. It seamlessly integrates with a variety of source systems and allows for complex business rules without coding. Custom user roles and permissions ensure that users only have access to the data they need.

Intuitive

MonitorMate's intuitive interface and simple navigation streamlines risk monitoring with a question-based approach and color-coded risk values. The system is built entirely entirely around a company’s specific needs and can be conveniently converted into any language.

Efficient

MonitorMate helps organizations save time and money. It has an advanced workflow that can be built to match or enhance a company’s current practices. Custom dashboards and visuals can be designed to help provide businesses with access to data-driven insights that aid in making informed business decisions.

Automated Workflow

MonitorMate streamlines issue mitigation and risk assessment with automated workflows and email notifications. Customizable reminders alert business users, while an Audit Trail and Workflow Chevron provide tracking of activity dates, current status, and steps.

Real-time Analytics

Real-time, customizable dashboards featuring metrics for Plan vs. Actual, Monitoring Summaries, Remediation Reports, Risk Assessment, Email Monitoring, and Activity Summaries. Users can tailor metrics by visual style, specific metric types, and branding colors.

Global Compliance

MonitorMate allows you to efficiently track risk assessment, monitoring outcomes, and remediation efforts globally. It offers tailored, restricted access features, ensuring that Compliance teams at the country or regional level can securely manage and view relevant data.

AI- enabled Document Search

Features an AI-powered document search tool, using ChatGPT technology which allows users to quickly query documents stored in the document repository. This feature provides instant, chat-style responses, enhancing user experience with efficient information retrieval.

Turn Every Unstructured Document Into Audit-Ready Compliance Data - With AI & Automation

Speaker program sign-in sheets, receipts, consulting agreements, meeting attestations, expense backup – compliance teams spend hours every week reconciling unstructured documents against structured systems. MonitorMate closes that gap. Our AI reads documents in any format – paper, electronic, or hybrid extracting the details that matter, validating them against your engagement records and T&E system in real time, and flagging gaps before they become reporting problems. Every transactional activity, from event close-out to Open Payments submission, mapped and reconciled – fully automated, with humans in the loop where it matters.

DIVERSITY

What Else Can MonitorMate Do?

Don’t settle for a one-dimensional system.  MonitorMate’s diverse platform covers all your needs, from the essentials to advanced compliance and communication tracking.

MonitorMate vs the Market

Benchmarked against 4 leading competitors across the 10 capabilities that matter most to pharma compliance teams.

Full Full capability
Partial Limited / partial
None Not available
Custom Branded / custom
Feature / Capability MonitorMateCresen Solutions Competitor 1Consulting-led Competitor 2Consulting + SaaS Competitor 3Case management Competitor 4Spend analytics
AI-Powered Email Monitoring ✓ Full ~ Advisory ~ NLP-based ✕ None ✕ None
Ethics & Compliance Hotline ✓ EthosLine ✕ None ✕ None ✓ Full ✕ None
Risk Assessment & Heat Maps ✓ RAMP + AI ~ Manual ~ HELIO AI ~ General ~ Spend only
Mitigation Plan & Remediation ✓ Control themes ~ Advisory ✕ None ~ Workflow only ✕ None
Multi-Channel Comms Monitoring ✓ Email/SMS/Social ✕ None ~ Email only ✕ None ✕ None
Regulatory Change Management ✓ Full ~ Advisory ~ Partial ✕ None ✕ None
Real-Time Dashboards ✓ Full ✕ None ~ Limited ~ Cases only ✓ Full
Third-Party Risk Management ✓ Full ~ Advisory ~ Partial ✕ None ~ Spend only