From data to action for
COMMERCIAL PHARMA INDUSTRY

An AI-powered platform built around the business user
- no code, no consultants, no missed opportunities.

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Turn data into insights, strategy, and
action — all in one platform

Turn data into insights, strategy, and action
—all in one platform

Built for enterprise-wide

FREQUENT ANALYTICS WORKFLOWS

Built around the business user — enabling seamless, no-code workflows to move from data to decisions to action. From advanced analytics to operations excellence — all in one AI-native platform.

1
Advanced Analytics

To reliably execute frequent projects such as microsegmentation, marketing mix modeling, etc.

2
Ad Hoc Analytics & Reporting

To uncover root-cause, test causal-inference or generate dynamic reports and visuals.

3
Operations Excellence

To empower sales and marketing teams with real-time insights and delegate manual tasks

Orcana integrates with your modern tech stack to
deliver three key capabilities

Orcana integrates with your modern tech stack to deliver three key capabilities

Marketing mix Agent
Microsegmentation
Causal inference Agent
Ad hoc analytics Agent
Anomaly detection Agent
Rep Buddy
Advanced Analytics
Ad hoc Reporting & Analytics
Operations Excellence
The Planning Agent : Orchestrating verticalized Python-based workflows for advanced analytics automation using fine-tuned LLMs
Micro-segmentation Micro-segmentation
Marketing Mix Marketing Mix
Root-cause / Causal-inference Root-cause / Causal-inference
Dynamic reporting Dynamic reporting
Next Best Action Next Best Action
Python-based workflows Adding more everyday
Central AI Platform : A layer to deterministically connect business context, data, and analytics across your stack using YAML & Python
Modern Tech-stack for Commercial Pharma
Marketing mix Agent

Purpose: Optimize Promotional Investments with Always-On MMM

IDEAL USER PROFILES

  • Marketing & Brand Leaders
  • Omnichannel Optimization Teams
  • Commercial Effectiveness Groups

USE-CASES & SAMPLE QUESTIONS

Use-Case 1: Channel ROI Measurement
  • “Which channels delivered the highest ROI last quarter?”
  • “How effective were speaker programs vs rep calls?”
  • “What’s the digital engagement return vs cost?”
Use-Case 2: Budget Optimization
  • “Where should we reallocate next quarter’s spend?”
  • “What’s the marginal ROI of adding more speaker programs?”
  • “How can I maximize $5M marketing budget by region?”
Use-Case 3: Forecasting & Simulation
  • “What will ROI look like if we double digital investment?”
  • “How will reducing rep calls affect conversions?”
  • “Which region offers best incremental return on promotion?”
Marketing Mix Agent

WHY ORCANA IS THE BEST

RELIABILITY

Off-the-Shelf (IQVIA MMM, Databricks Pipelines)

Orcana Advantage

Quarterly/annual updates

Continuous MMM refresh from new data feeds

DOMAIN FIT

Off-the-Shelf (IQVIA MMM, Databricks Pipelines)

Orcana Advantage

Generic media inputs

Includes rep calls, speaker events, digital touches

EXPLAINABILITY

Off-the-Shelf (IQVIA MMM, Databricks Pipelines)

Orcana Advantage

Black-box regression

Transparent ROI curves with clear levers

ACTIONABILITY

Off-the-Shelf (IQVIA MMM, Databricks Pipelines)

Orcana Advantage

PowerPoint output

Budget shift recommendations + scenario modeling

ADOPTION

Off-the-Shelf (IQVIA MMM, Databricks Pipelines)

Orcana Advantage

Consulting bottleneck

Self-serve & real-time for brand teams

Microsegmentation

Purpose: Intelligent Audience Segmentation for Targeting & Personalization

IDEAL USER PROFILES

  • Brand Managers / Marketing Analytics Teams
  • Customer Engagement & Omnichannel Leads
  • Field Planning & Targeting Teams

USE-CASES & SAMPLE QUESTIONS

Use-Case 1: HCP Segmentation
  • “Which HCPs have high initiation but low adherence?”
  • “Who responds best to peer-to-peer programs?”
  • “What are the behavioral patterns of top prescribers?”
Use-Case 2: Hospital & Account Clustering
  • “Which hospitals serve similar patient cohorts?”
  • “How can we cluster accounts based on access dynamics?”
  • “Where are our top-performing facilities by adherence?”
Use-Case 3: Campaign Personalization
  • “Which segments should receive digital reminders?”
  • “Where should we deploy speaker programs for max impact?”
  • “Which HCP cluster is most likely to adopt after access wins?”
Microsegmentation Agent

WHY ORCANA IS THE BEST

CATEGORY

Off-the-Shelf (IQVIA, McKinsey, Databricks)

Orcana Advantage

One-time clustering, no QA

Continuous, auto-validated segmentation refresh

DOMAIN FIT

Off-the-Shelf (IQVIA, McKinsey, Databricks)

Orcana Advantage

Generic demographic inputs

Uses claims, access, specialty mix, patient volume

EXPLAINABILITY

Off-the-Shelf (IQVIA, McKinsey, Databricks)

Orcana Advantage

“Cluster 1 / Cluster 2”

Human-readable segments (e.g., “High-initiation, low-adherence Oncologists”)

ACTIONABILITY

Off-the-Shelf (IQVIA, McKinsey, Databricks)

Orcana Advantage

PowerPoint output only

Directly feeds GTM and campaign planning

ADOPTION

Off-the-Shelf (IQVIA, McKinsey, Databricks)

Orcana Advantage

Data-science heavy

Business-friendly interface, automated storytelling

Causal inference Agent

Purpose: Quantify True Impact of Commercial Events

IDEAL USER PROFILES

  • Brand Strategy & Insights Teams
  • Market Access & Competitive Intelligence Leaders
  • Commercial Data Science Groups

USE-CASES & SAMPLE QUESTIONS

Use-Case 1: Competitive Event Impact
  • “Did Competitor X launch affect our share?”
  • “How did access changes in Q3 shift market volume?”
  • “Did payer policy updates impact initiation trends?”
Use-Case 2: Campaign Evaluation
  • “What was the causal lift of our speaker program series?”
  • “Did rep frequency increase adherence?”
  • “What’s the effect of our digital campaign on new starts?”
Use-Case 3: Market Access & Policy Assessment
  • “What’s the ROI of recent formulary wins?”
  • “Did policy updates create geographic disparities?”
  • “Which accounts show the highest access-related sensitivity?”
Causal Inference Agent

WHY ORCANA IS THE BEST

CATEGORY

Off-the-Shelf (Databricks Causal Libs, Consulting)

Orcana Advantage

Inconsistent manual modeling

Automated, validated causal frameworks

RELIABILITY

Off-the-Shelf (Databricks Causal Libs, Consulting)

Orcana Advantage

Inconsistent manual modeling

Automated, validated causal frameworks

DOMAIN FIT

Off-the-Shelf (Databricks Causal Libs, Consulting)

Orcana Advantage

Ignores pharma confounders

Models payer mix, lag, territory variance

EXPLAINABILITY

Off-the-Shelf (Databricks Causal Libs, Consulting)

Orcana Advantage

Technical metrics only

Plain-English attribution summaries

ACTIONABILITY

Off-the-Shelf (Databricks Causal Libs, Consulting)

Orcana Advantage

Static reports

Real-time impact quantification

ADOPTION

Off-the-Shelf (Databricks Causal Libs, Consulting)

Orcana Advantage

Niche data-science users

Designed for brand + leadership decisions

Ad hoc analytics Agent

Purpose: Instant Analytics Exploration via Natural Language

IDEAL USER PROFILES

  • Brand Managers & Commercial Analytics Leads
  • Business Analysts
  • Sales Operations Managers

USE-CASES & SAMPLE QUESTIONS

Use-Case 1: Performance Reporting
  • “How are sales trending vs. plan for Q3 by product?”
  • “Which regions are lagging behind in prescription growth?”
  • “What’s the YTD variance by service line?”
Use-Case 2: Root Cause & Variance Analysis
  • “What’s driving the drop in patient initiations this month?”
  • “Is the revenue shortfall due to price or volume?”
  • “Which segments are underperforming after our campaign?”
Use-Case 3: Custom KPI Exploration
  • “Show share growth among top 20 community oncologists.”
  • “Which hospitals saw the biggest new patient spike last week?”
  • “What’s my ROI trend by channel over the last quarter?”
IndeSights Agent

WHY ORCANA IS THE BEST

CATEGORY

Off-the-Shelf (Snowflake Copilot, Databricks, Tableau Pulse)

Orcana Advantage

Code-gen SQL → brittle & error-prone

Validated pipelines ensure consistency

RELIABILITY

Off-the-Shelf (Snowflake Copilot, Databricks, Tableau Pulse)

Orcana Advantage

Code-gen SQL → brittle & error-prone

Validated pipelines ensure consistency

DOMAIN FIT

Off-the-Shelf (Snowflake Copilot, Databricks, Tableau Pulse)

Orcana Advantage

Generic query templates

Understands pharma schemas (HCP → hospital → claims)

EXPLAINABILITY

Off-the-Shelf (Snowflake Copilot, Databricks, Tableau Pulse)

Orcana Advantage

Raw query output only

Includes SQL lineage + narrative summary

ACTIONABILITY

Off-the-Shelf (Snowflake Copilot, Databricks, Tableau Pulse)

Orcana Advantage

One-off queries

Converts results into repeatable dashboards

ADOPTION

Off-the-Shelf (Snowflake Copilot, Databricks, Tableau Pulse)

Orcana Advantage

Analysts only

Built for business users with auditability

Anomaly detection Agent

Purpose: Proactive Detection of Data & Business Irregularities

IDEAL USER PROFILES

  • Data Science & Commercial Analytics Teams
  • Market Access & Brand Leads
  • Sales Ops and Performance Reporting Teams

USE-CASES & SAMPLE QUESTIONS

Use-Case 1: Data Quality & Feed Integrity
  • “Are there missing claims from any major hospital accounts?”
  • “Which data sources have stopped updating this week?”
  • “Is there a lag in new prescription feeds?”
Use-Case 2: Market Performance Monitoring
  • “Why did patient initiations drop 20% in the Northeast?”
  • “Which markets show unexpected share losses?”
  • “Are there outliers in new starts or adherence metrics?”
Use-Case 3: Early Risk Detection
  • “Are formulary changes affecting access?”
  • “Which HCP segments show declining engagement?”
  • “Can I identify leading indicators of performance dip?”
Anomaly Detection Agent

WHY ORCANA IS THE BEST

CATEGORY

Off-the-Shelf (Databricks MLflow, Salesforce, Azure)

Orcana Advantage

Flags surface noise

Dual-layer detection (data + business anomalies)

RELIABILITY

Off-the-Shelf (Databricks MLflow, Salesforce, Azure)

Orcana Advantage

Flags surface noise

Dual-layer detection (data + business anomalies)

DOMAIN FIT

Off-the-Shelf (Databricks MLflow, Salesforce, Azure)

Orcana Advantage

Generic time-series models

Tailored for pharma workflows & lagged claims

EXPLAINABILITY

Off-the-Shelf (Databricks MLflow, Salesforce, Azure)

Orcana Advantage

Alerts without context

Shows causal linkage to KPIs

ACTIONABILITY

Off-the-Shelf (Databricks MLflow, Salesforce, Azure)

Orcana Advantage

Reactive after loss

Proactive early-warning system

ADOPTION

Off-the-Shelf (Databricks MLflow, Salesforce, Azure)

Orcana Advantage

Low (false positives)

High trust via precision & interpretability

Rep Buddy

Purpose: Field Intelligence & Territory Optimization

IDEAL USER PROFILES

  • Sales Representatives (Oncology, Rare Disease, Specialty)
  • District & Regional Sales Managers
  • Commercial Operations / Field Excellence Leaders

USE-CASES & SAMPLE QUESTIONS

Use-Case 1: Prioritize Physicians for Weekly Calls
  • “Which 10 physicians in my territory are most likely to drive incremental initiations?”
  • “Which HCPs are trending upward in patient initiations?”
  • “Who has shown competitive switching behavior recently?”
Use-Case 2: Pre-Call Insights & Preparation
  • “What’s Dr. Chen’s recent prescribing trend post speaker event?”
  • “Did Dr. Patel gain new access tier approvals?”
  • “Which HCPs are due for follow-up based on formulary changes?”
Use-Case 3: Measure Call Effectiveness
  • “Which of my calls last week led to increased initiations?”
  • “What’s my average follow-up gap across top-tier HCPs?”
  • “Did my last event drive engagement across target accounts?”
Repbuddy Agent

WHY ORCANA IS THE BEST

CATEGORY

Off-the-Shelf Tools (Veeva, Salesforce, IQVIA)

Orcana Advantage

Rules-based triggers; often generic

Deterministic agentic logic trained on real rep workflows

RELIABILITY

Off-the-Shelf Tools (Veeva, Salesforce, IQVIA)

Orcana Advantage

Rules-based triggers; often generic

Deterministic agentic logic trained on real rep workflows

DOMAIN FIT

Off-the-Shelf Tools (Veeva, Salesforce, IQVIA)

Orcana Advantage

One-size-fits-all CRM logic

Deeply tuned for pharma field dynamics (formulary wins, access tiers)

EXPLAINABILITY

Off-the-Shelf Tools (Veeva, Salesforce, IQVIA)

Orcana Advantage

Black-box “suggestions”

Every recommendation includes why it matters

ACTIONABILITY

Off-the-Shelf Tools (Veeva, Salesforce, IQVIA)

Orcana Advantage

Manual call lists

Contextual next steps with reason + timing

ADOPTION

Off-the-Shelf Tools (Veeva, Salesforce, IQVIA)

Orcana Advantage

Low rep trust

Proven POC adoption (15–20% targeting lift)

ORCANA’S ANALYTICS AGENTS POWER EVERY FREQUENTLY
OCCURING COMMERCIAL USE CASE

ORCANA’S ANALYTICS AGENTS POWER EVERY FREQUENTLY
OCCURING COMMERCIAL USE CASE

Agent name
Commercial
Pharma Operations
Home-office
Analytics
Advanced
Data-science
1. Rep Buddy Agent

2. Ad hoc Analytics Agent

3. Anomaly Detection Agent

4. Microsegmentation Agent

5. Causal Inference Agent

6. Marketing Mix Agent

7. Next Best Action (NBA) Agent

Enabling end-to-end Agentic workflows
for commercial Pharma

Enabling end-to-end Agentic workflows
for commercial Pharma

HALLUCINATION-FREE AND REPEATABLE RESULTS
VIA HYBRID AI ARCHITECTURE

HALLUCINATION-FREE AND REPEATABLE RESULTS VIA HYBRID AI ARCHITECTURE

MOST COMPETITORS

CONVERSATIONAL ABILITY

Use prompt engineering and lang chains to proceed by making risky assumptions

Custom framework to extract and clarify precise analytics intent before proceeding

ANALYTICS CAPABILITY

Use GenAI on-the-fly code generation and execution, compounding error rate

Engages in-house analytics engine to execute a deterministic analytics plan

OVERALL PERFORMANCE

High scope for hallucination 20-50% repeatability with non-deterministic results

Zero scope for hallucination; Only responds when intent and analysis align