TikaMSL Conference Planning: Intelligent Conference Intelligence & Team Coordination for Medical Affairs 

Every Session Covered. Every Insight Captured. Every KOL Tracked. 

TikaMSL’s Conference Planning module is a purpose-built intelligence platform that brings your entire Medical Affairs team onto one page—from pre-conference session planning and MSL assignment through real-time note capture to AI-powered post-conference reporting. Stop juggling spreadsheets for assignments and losing session notes in email threads. Start delivering strategic conference intelligence in minutes 

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TRUSTED BY LEADING PHARMACEUTICAL AND MEDICAL DEVICE COMPANIES

TikaMSL Conference Intelligence Workflow

Five integrated stages that turn every conference into a strategic intelligence advantage

1

Plan

Conference directory, session grid, agenda details, and at-a-glance KPIs 

2

Coordinate

Visual MSL calendar with drag-and-drop assignment and conflict detection 

3

Capture

Real-time session notes with auto-save, insight conversion, and document uploads 

4

Know

CRM-enriched HCP and KOL attendee intelligence with monitoring KPIs 

5

Analyze

AI-generated conference, session, and insight summaries with downloadable reports 

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PLAN 

Conference & Session Management

Everything your team needs to walk into a conference fully prepared—in one searchable, filterable view.

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Conference Directory 

A searchable, filterable hub listing all your conferences with location, dates, contributors, and session counts. Find any conference instantly and see the full picture at a glance. 

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Session Grid  

The complete session catalog—date, time, duration, speaker, room, session type, and track—all filterable and sortable. Your team knows exactly where to be and when. 

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Session Agenda Details  

Click any session name to view the full agenda in a popup. Every MSL arrives prepared with context on what each session covers, who’s presenting, and why it matters. 

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KPI Summary Header  

At-a-glance conference metrics right at the top: total sessions, abstracts available, HCPs attending, and KOL-monitored attendees. Leadership sees coverage and opportunity in seconds.

COORDINATE 

MSL Assignment & Calendar

Assign the right MSL to the right session—visually, intelligently, and without scheduling conflicts.

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Visual Calendar View  

A day-by-day grid with 30-minute time slots and one row per MSL, showing session blocks color-coded by assignment. See your entire team’s coverage at a glance—no spreadsheet required. 

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Drag-and-Drop Assignment  

Assign MSLs to sessions directly from the calendar or through a dedicated assignment dialog. Reassigning is just as easy—drag, drop, done.

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Conflict Detection  

Automatic detection and resolution of overlapping session assignments for the same MSL. The platform flags conflicts before they become missed sessions. 

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Auto-Assignment  

When an MSL starts taking notes on a session, they are automatically assigned to it—no extra clicks. Activity drives the record, not admin work. 

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Bulk Submit  

Save all assignment changes across multiple MSLs and sessions in one action. Plan the entire conference coverage map, then commit it all at once. 

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CAPTURE 

Real-Time Session Intelligence

Capture what matters while it’s happening—with built-in safeguards that ensure nothing gets lost.

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Team Notes  

Rich text session notes with a two-panel layout: note history on the left, the editor on the right. Multiple MSLs can contribute to the same session’s notes, building a comprehensive team record in real time.

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Never Lose a Note  

Triple-layer protection against data loss: auto-save every 1.5 seconds while the dialog is open, instant save when switching browser tabs, local draft persistence with recovery on reopen, and an unsaved changes confirmation dialog on close. Your notes are always safe. 

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Save as Insight  

One checkbox converts any session note into a structured insight record, automatically linked to the conference. Built-in deduplication ensures one insight per session—subsequent saves update the same record, keeping your insights clean. 

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Auto-Tracking  

Sessions are automatically marked as “Tracked” when notes are entered, giving leadership instant visibility into which sessions have been covered and where gaps remain. 

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Session Documents  

Upload PDFs, presentations, and images directly to sessions via secure SFTP storage. Every document is organized, version-controlled, and immediately accessible to the team.

KNOW 

HCP & KOL Intelligence

Know exactly which KOLs are in the room—enriched with the CRM data your team needs to engage strategically.

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HCP/Speakers View  

See every conference attendee enriched with KOL data pulled directly from your CRM—including city, KOL tier, monitoring flag, KOL flag, and KOL stage. Click any HCP name to navigate directly to their full profile. 

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Registered Attendees  

View pre-registered attendees with account name, registration code, and location. Know who’s coming before the conference even starts, so your team can plan targeted engagements. 

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KOL Monitored KPI  

Instantly see how many of your monitored KOLs are attending—one click opens the full list. Prioritize engagement with the KOLs that matter most to your strategy.

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ANALYZE 

AI-Powered Conference Summaries

Transform raw session notes into strategic intelligence your leadership team can act on—in minutes, not weeks.

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Three-Tab AI Summary  

Generate comprehensive post-conference intelligence across three integrated views: a Conference Summary with the high-level overview, a Session Summary with per-session breakdowns including recommendations, product insights, competitive intelligence, and key outcomes, and an Insights Summary aggregating all captured insights across sessions. 

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Downloadable Reports  

Export polished conference and session summaries for stakeholder distribution. No more days spent compiling slides from scattered notes—one click delivers a ready-to-share report for leadership, cross-functional partners, and commercial teams. 

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Elevate Your Conference Strategy Today

PLATFORM HIGHLIGHTS

Enterprise-Grade Infrastructure for Medical Affairs

Role based access-01

Role-Based Access

MSL, RMD, Power MSL, and Admin roles with territory-aware conference access
Territory

Territory-Aware

Users see conferences relevant to their HCPs, contributor assignments, or MSL lead roles
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CRM-Integrated

Attendees link to HCP profiles, KOL attributes, and the Insights module for seamless data flow.
Enterprise Storage-01

Enterprise Storage

Configurable SFTP or local storage with file type validation, size limits, and security protection
Audit-01

Complete Audit Trail

Every note, assignment, document upload, and insight creation logged with user and timestamp

Ready to Transform Your Conference Intelligence?

See how TikaMSL helps Medical Affairs teams turn every conference into a strategic intelligence advantage—from the first session assignment to the final AI-powered report.

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Our consulting offerings are tailor made for companies sizes

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