

SOLUTION
Optmli – 3-step process
Step
1
Upload Your Meeting Minutes
Drag and drop your meeting documents — whether from vendor check-ins, governance reviews, or project syncs. Optmli accepts formats such as DOCX, PDF, and even slides or screenshots
Behind the scenes, Optmli uses AI trained on clinical trial oversight criteria to scan, read, and interpret your content
Step
2
Let the AI Do the Heavy Lifting
Within seconds, Optmli extracts critical issues, KPIs, risks, root causes and auto-categorizes them to meet your oversight needs
No more manual review. No more missed red flags. Just structured, sponsor-ready insights
Step
3
Take Action with Contidence
Review your interactive dashboard:
Filter by system or vendor
Drill into high-priority issues
Export issue summaries and real-time metrics to share with leadership
Optmli empowers you to proactively manage vendor and internal performance and stay ahead of clinical risks

Where Optmli Delivers Efficiency
Manual Review of Meeting Minutes
Sifting through pages of notes to identify critical issues, risks, and KPIs is time-consuming and prone to human error.
Inconsistent Oversight Across Vendors & Systems
Lack of standardization makes it difficult to compare vendor performance, escalate issues appropriately, or ensure compliance across governance tiers.
Delayed Risk Detection & Escalation
Without structured tracking, early warning signs can be missed — leading to costly delays, quality issues, or inspection findings.
Cumbersome Meeting Preparation
Preparing agendas, summaries, and metrics for oversight meetings can take hours and pull resources away from high-value work.
Limited Visibility into Team & Vendor Performance Trends
Without centralized insights, it's hard to identify underperforming areas, knowledge gaps, or recurring training needs.


