SystemClinical Development

Inspection Readiness Storyboard Builder

GCP inspection readiness, with every storyboard sentence backed by the trial record

Every likely inspection topic becomes a storyboard backed line by line by the trial record.

See one case, screen by screen ↓
demo94%of storyboard sentences backed by the record — 274 of 291, checked sentence by sentence
demo84/100readiness score 19 days before the FDA sponsor inspection, against a target of 90
demo14gapsstatements the record cannot support yet, each with an owner and a due date — 4 high severity
target41smedian to answer a document request in a mock inspection
The problem

Why inspection storyboards fall apart in the front room

The inspection notice lands and the clock starts. Clinical QA has a few weeks to decide which topics the inspector will probe — the late SAEs, the consent on a superseded form, the data changes after soft lock, the CRO oversight — and to tell each one as a factual story the subject-matter expert can stand behind in the front room.

Most of those weeks go on finding the documents across the eTMF, CTMS, quality system and safety database, writing the storyboards, and then finding out — in the mock, or worse, in the inspection — that a sentence in the story is not in the record. Meanwhile documents filed after the notice sit in the TMF audit trail without a note-to-file, and a request from the inspector takes the back room most of half an hour.

demo26minmedian to send a requested document from the back room, by hand
demo37documentsfiled after the inspection notice — and inspectors read the audit trail
typical7 of 15sponsorshad a critical finding in MHRA GCP inspections, 2016–17
Where the weeks before an inspection go, in daysestimated
By hand25 days
With the solution7.5 days
  • Deciding the topics an inspector will probe3 → 0.5 d
  • Pulling documents from the eTMF, CTMS, quality and safety systems8 → 1 d
  • Writing the storyboards6 → 2 d
  • Checking every statement against the record4 → 1 d
  • Rehearsing the front room4 → 3 d

Estimated split for preparing a sponsor inspection with a dozen storyboards, by hand and with the solution.

How it works

How a storyboard moves

Six specialist agents index the record, find topics, draft, check, rehearse and fetch documents; the QA lead approves every storyboard.

What comes in
Records in6 systems · trial master file, quality, safety, training
Agents at work
Evidence Indexerevery document labelled
Then
Topic Finderwhat an inspector will probe
Then
Storyboard Writer8 frames, all cited
Then
Claim Checkerbacked or a gap
Then
Inspector Simulatorasks and coaches
Then
Back-room Retrieverdocuments in seconds
A person decides
QA leadapproves, signs inspection-ready
What comes out
Signed storyboards
Gaps with owners
Readiness by area
One case, step by step

One storyboard, from not in the record to inspection-ready

FDA arrives at Northwind Bio on Monday October 26 for a sponsor inspection of VLT-302, veltrimab in plaque psoriasis, with a licence application under review. Here is the late-SAE storyboard for Site 114, screen by screen, in the working solution.

  1. 0119 days to go

    The war room, every morning

    Dana Okafor · Clinical QA lead

    Dana opens the war room: readiness 84 of 100, 4 of 12 storyboards inspection-ready with 3 waiting for her signature, 94% of claims backed by the record, 14 open gaps. The readiness radar puts safety reporting lowest of the nine inspection areas, at 72.

    “Claim Checker re-read SB-01 overnight — 1 statement is not in the record (Site 114 coordinator training).”

  2. 02Opened

    SB-01 · Late SAE reports at Site 114

    Dana Okafor · Clinical QA lead

    The storyboard is told in eight frames, from the issue to where it stands, owned by Dr. Maya Chen and in SME review. Frame 1: three of the six serious adverse events at Site 114 reached Northwind Bio later than the 24 hours the protocol requires, and none of them delayed an IND safety report to FDA. Beside it, the SAE reconciliation log from TMF 07.01.04 with the passage highlighted.

  3. 03One click

    “Rebuild from the record”

    The agents

    The Evidence Indexer reads 1,284 documents in scope where they live — 46 about this topic, across the eTMF, quality system and safety database. The Topic Finder confirms the topic against FDA CP 7348.810, the Storyboard Writer drafts 8 frames and 31 sentences, each with a citation, and the Claim Checker re-reads every one.

    “Claim Checker — re-read every sentence: 30 supported · 0 partly · 1 not in the record.”

  4. 04Frame 3

    The timeline, with the 24-hour line drawn

    Storyboard Writer

    Site 114 learned of the three events on 18 February, 2 March and 9 March 2026 and reported them after 73, 70 and 49 hours. Below them, the 9 reports since the CAPA: a median of 6 hours. Click the citation and the passage in the reconciliation log lights up.

  5. 05Frame 6

    A sentence the record cannot support

    Claim Checker

    “The new coordinator, who started on 2 March, was trained on SAE reporting before she handled her first SAE.” The record says otherwise: the earliest SAE training for K. Brooks is the 20 March retraining, and she handled SAE-114-004 on 9 March. The checker opens gap G-01 for Omar Haddad, due October 14, and the CAPA actions show “Train new coordinator before SAE duties — No record”.

    “The record cannot support this yet.”

  6. 06Reworded

    Tell the story the record tells

    Dana Okafor · Clinical QA lead

    The Claim Checker proposes a sentence the record fully supports: “CAPA-2026-031 retrained every member of the Site 114 team, including the new coordinator, on 20 March 2026.” Dana uses the proposed sentence. Frame 6 is now backed by the record and G-01 closes.

  7. 07Signed

    Reviewed by the SME, signed by QA

    Dana Okafor · Clinical QA lead

    Once Dr. Maya Chen has reviewed it as the safety SME, SB-01 waits for Dana’s signature: 31 supported, 0 partly, 0 not in the record. She chooses the meaning — “Approved as factual and complete” — enters her password, and the signature is recorded with her name, date, time and meaning.

  8. 08Inspection-ready

    The slide the inspector sees

    Storyboard Writer

    The slide preview shows what the inspector sees: the eight frames in order, marked approved by Dana Okafor on October 7. It downloads as slides or a PDF. Coaching notes and the coloured dots stay out of the export; the citations travel in the speaker notes.

    “Every sentence on this slide is backed by the record — 31 citations travel in the speaker notes.”

  9. 09Mock inspection

    The inspector asks — the record checks the answer

    Dr. Maya Chen · Safety physician, front-room SME

    The Inspector Simulator asks as an FDA investigator would: “Three SAEs at Site 114 reached you late. How do you know your corrective action worked?” Maya answers. Two of her four sentences are backed by the record; the claim that the new coordinator was trained before any SAE is not, and “our monitors check SAE timeliness at every visit” is only partly — monitoring plan v3 checks it at on-site visits, not remote ones.

    Coaching: “Lead with the number: 9 of 9 reports within 24 hours since the retraining.” “Say ‘on-site visits’, not ‘every visit’.”

  10. 10Next request

    The back room, on the clock

    Omar Haddad · TMF manager, back room

    The cited answer is there to rehearse from. Then the inspector asks for the safety database query on SAE timeliness, March 2026. The Back-room Retriever logs the request, finds the document, checks it is the effective version and has it ready in 0:33 — and Omar releases it to the front room.

    A person releases every document to the inspector.

Who it’s for

Built for the front room and the back room.

The same inspection, seen by five of the people who carry it — what their weeks looked like, and what they look like now.

DO
Dana OkaforClinical QA lead
QA approver
Before
Signs storyboards she has to trust, and learns in the mock which sentences the record does not hold.
Now
Sees every sentence marked supported, partly or not in the record before she signs, and cannot sign over an open gap unless Settings allow it.
MC
Dr. Maya ChenSafety physician
Front-room SME
Before
Rehearses answers from memory, with no one able to say which sentence would not stand up.
Now
Answers the likely question, sees each sentence checked against the record, and gets the coaching and the cited answer.
LO
Lena OrtizStudy lead
Front-room SME
Before
Finds out what is missing from the record when someone asks for it.
Now
Works from a gap list that says exactly what is needed — the approval entries for change-log rows 177–214, the PI-signed delegation log — with a due date.
OH
Omar HaddadTMF manager
Back-room coordinator
Before
Hunts for the right version of each requested document while the front room waits.
Now
Gets each request found and version-checked on a running clock — 0:41 median in the last mock — and releases the documents himself.
PR
Priya RamanHead of clinical operations
Executive sponsor
Before
Hears how ready the study is in status meetings.
Now
Sees the readiness score, the claims backed, the gaps by area and the back-room time, with the score tracked week by week.
Built on the engine

6 agents. Each with one job, and hard limits.

Six specialist agents index the record, find topics, draft, check, rehearse and fetch documents; the QA lead approves every storyboard.

Evidence Indexer

Reads the eTMF, CTMS, quality system, safety database, training and IRT records in place and labels each document by TMF zone, site, document date and filed date.

  • Read only — never changes a source system
  • Stays inside the inspection scope
  • Flags documents filed after the notice
Topic Finder

Finds the topics an inspector is likely to probe — important deviations, late safety reports, consent errors, excursions, system changes — and maps each to the nine inspection areas.

  • Proposes topics; a person decides which become storyboards
Storyboard Writer

Drafts each storyboard in eight frames — the issue, how we found it, timeline, impact, root cause, what we did, proof it worked, where it stands — every sentence cited.

  • No sentence without a citation
  • No internal comments in inspector-facing text
  • Dates and numbers exactly as the record gives them
Claim Checker

Re-reads every storyboard sentence and every rehearsed answer against its sources — supported, partly supported, or not in the record — and opens a gap for each one the record cannot support.

  • Never marks a sentence supported without a passage
  • Cannot approve a storyboard
Inspector Simulator

Plays the inspector: asks the questions an FDA or MHRA inspector is likely to ask for each area, then checks the answer sentence by sentence and coaches.

  • At most four coaching points per answer
  • Coaching never suggests saying something the record does not support
Back-room Retriever

Finds the documents an inspector asks for, checks version and completeness, assembles the send pack and keeps the request clock.

  • A person releases every document to the inspector
QA lead

Approves, signs inspection-ready. The agents propose; a named person decides.

Ask in plain words

Ask about any storyboard, gap or likely question

Anyone preparing for the inspection can ask in plain words — or tell it what to change. Answers cite the record.

Where are we weakest for the FDA inspection?

Two areas are below 80 on the readiness radar. The three lowest: safety reporting at 72 — SB-01, coordinator training not in the record; data handling at 76 — SB-05, 38 changes without approval and an unsigned memo; records and TMF at 80 — 37 documents filed after the notice. Readiness is 84. Closing the open high-severity gaps would lift it to about 88.

What will the inspector ask about safety reporting?

For safety reporting (CP 7348.810) expect: how do you know the Site 114 corrective action worked; was any IND safety report delayed; how are investigators told about new safety information. The first is still not rehearsed — Dr. Maya Chen is the person who answers it.

Add a rule: flag every document filed after the inspection notice

Done. New rule “Flag documents filed after the inspection notice” — the Claim Checker now marks any cited document whose filed date is after Oct 5, 2026 and asks for a note-to-file. It already applies to 37 documents; 11 have notes. Saved to the audit trail.

Draft a storyboard for the IB v7 acknowledgement at Site 029

I have started SB-13 · IB v7 acknowledgement at Site 029 in Records & TMF. The Evidence Indexer found 6 documents, including the site’s TMF completeness at 81%. The Storyboard Writer is drafting the eight frames now — it is on the Storyboards list as Drafted, owner Omar Haddad.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

War roomDays to the inspection, readiness score, storyboards ready, claims backed and open gaps — with the readiness radar and the storyboard wall.
The storyboardEight frames on the left, the claim in the middle, the source passage highlighted on the right.
Rebuilt from the recordThe agents read the record in place, draft the eight frames and re-read every sentence.
The timeline frameHours from site awareness to sponsor for each SAE, against the 24-hour line.
Not in the recordThe sentence the record cannot support, what the record does say, and the gap opened with an owner.
Reword to the recordThe Claim Checker proposes a sentence the record fully supports — use it and the gap closes, or keep the sentence as it is.
Approve and signSupported, partly and not-in-the-record counts, the meaning of the signature and the password, recorded together.
The inspector’s slideOne slide, eight frames, citations in the speaker notes — no coaching notes in the export.
Mock inspectionThe inspector’s question, the SME’s answer checked sentence by sentence, and the back room’s request clock.
The back roomEvery document request on the clock, version-checked, released by a person.
GapsEvery statement the record cannot support yet, with what is needed, the frame, severity, owner and due date — and the documents filed after the notice.
Readiness dashboardReadiness score against target, claims backed, open gaps by area and back-room retrieval time, mock by mock.
Your inspection’s rulesAuthority and type, dates, scope, the eight storyboard frames, approvers and whether approval is allowed with an open gap.
Governance

Built for inspection: cited, checked, signed.

Every sentence cites the recordA storyboard sentence without a source cannot be saved. Click any citation to see the exact passage in the eTMF, quality or safety document it rests on.
The TMF is read in placeThe agents read every system where it lives. They never move, edit or file a document.
Gaps are named, not hiddenEvery statement the record cannot support becomes a gap with an owner, a due date and what is needed. Storyboards with a statement not in the record are held back from export.
A named QA approver signsAgents draft and check; only a named QA approver marks a storyboard inspection-ready. The signature records name, date, time and meaning.
Late filings flaggedDocuments filed after the inspection notice are flagged and need a note-to-file, because inspectors read the audit trail.
Clean inspector-facing exportsSlides and PDFs for the inspector carry no coaching notes or internal comments, and a person releases every document the back room sends.
Configuration

Your inspection, your rules

The authority, the scope, the approvers and the checks are settings, not a project.

SettingDefaultChoose from
Authority and typeFDA — sponsor inspection (BIMO)FDA sponsor (BIMO) · MHRA GCP systems · EMA product-related GCP
Scope the agents readVLT-302 · 46 sites · Halvorsen Clinical Services · Larkspur IRTStudies, sites and vendors
Storyboard frames8 frames, the issue to where it standsThe order every story is told in
Storyboard approvalDana Okafor — Clinical QADana Okafor · Priya Raman
Safety storyboards also reviewed byDr. Maya ChenDr. Maya Chen · Dana Okafor
Approve with an open gapOffOn · Off
Partly supported when the source is a draftOnOn · Off
Flag numbers that differ from the clinical study reportOnOn · Off
Connections

Reads the systems your trial record already lives in

eTMFevery document read in place, by TMF zone
Clinical trial management systemsites, visits, deviations
Quality systemdeviations and CAPAs
Safety databaselistings and timeliness reports
Training systemsponsor and CRO staff
IRTkits, unblinding, excursions
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
41s
median to answer a document request in a mock inspection
By hand26 min
With agents41 s
target
94%
of storyboard sentences backed by the record; every other one opens a gap
274 of 291 sentences
target
+21points
readiness score in 30 days, now 84 of 100
Readiness 84
target 90 before the inspection

“demo” = seen in the working solution, on its sample study data · “target” = the design goal, measured in the live solution · “estimated” = our estimate · “typical” = published figures (MHRA GCP inspection metrics 2016–17 — critical findings at 7 of 15 sponsors). People, companies and products named on this page are fictional — characters and sample data in the working solution.

Questions

What clinical QA teams ask us.

What is an inspection readiness storyboard?

A short, factual story of one topic an inspector is likely to probe — a late SAE, a consent error, a temperature excursion — told so the subject-matter expert can present it in the front room. Here every storyboard has eight frames, from the issue to where it stands, and every sentence cites a document in the trial record.

How does it know a storyboard is true to the TMF?

The Claim Checker re-reads every sentence against its sources and marks it supported, partly supported, or not in the record. Drafts and unsigned documents never fully support a claim, and counts and dates are compared with the clinical study report on every rebuild.

What happens when the record cannot support a sentence?

It opens a gap with an owner, a due date and what is needed — for example the earlier training record, or a reworded claim. You can fix the record or use a sentence the record fully supports, and a storyboard with a statement not in the record is held back from export.

Does it run mock inspections?

Yes. The Inspector Simulator asks the questions an FDA or MHRA inspector is likely to ask for each area, checks the SME’s answer sentence by sentence and gives coaching. The back room is timed on the same screen: each document request is logged, found, version-checked and released by a person.

Does the AI change our eTMF?

No. The agents read the eTMF, CTMS, quality system, safety database, training system and IRT in place. They never move, edit or file a document, and they flag documents filed after the inspection notice so a note-to-file can be added.

Can it prepare for FDA, MHRA and EMA inspections?

The authority and type is a setting — FDA sponsor inspection (BIMO), MHRA GCP systems inspection or EMA product-related GCP inspection — and it sets the inspection areas and the question bank.

Do people stay in control?

Yes. The Topic Finder proposes topics and a person decides which become storyboards. Only a named QA approver marks a storyboard inspection-ready, with a signature that records name, date, time and meaning, and a person releases every document to the inspector.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements — your inspection scope, your TMF plan and a sample of your trial records — and it goes live once every quality gate has passed. We will walk you through it on your own records first.

See it on
your trial record.

We’ll build storyboards for your next inspection from a sample of your own TMF and quality records.