A publication for life sciences leaders

Build the enterprise your AI investment is meant to serve.

Before committing budget, people and data to an AI partnership, leaders need to agree on the business problem, who will own the work and what evidence would change the plan. Enterprise AI Deal Intelligence applies structured analytic techniques, the methods analysts use to test their own reasoning, to those decisions.

Worked example

How testing the evidence changes the offer

A brand planning team asks for faster AI-written competitive briefs. Two structured analytic techniques turn that request into a different, better-founded proposal.

  1. 1 Request

    Faster AI-written competitive briefs

    Key Assumptions Check Is drafting really the main delay? If not, an AI writer misses the burden.

  2. 2 Competing explanations of the burden

    • WeakenedDrafting and synthesis
    • Best supportedSource access and preparation
    • Also contributesReview, rework and ownership

    Competing Hypotheses Compare all three against the same evidence before choosing a solution.

  3. 3 Evidence

    Task records show most active effort going into rebuilding permitted source collections and reconciling versions, with little spent drafting. Review needs an acceptance standard and an owner.

  4. 4 Revised offer

    A maintained collection of permitted sources, with retrieval and change alerts

    Defer synthesis until its additional value is clear.

  5. 5 Decision

    Authorize a bounded evaluation only when its question, sources, criteria, responsibilities and funding are agreed.

    • Proceed
    • Reshape
    • Investigate further
    • Stop

The offer changed because the evidence pointed away from drafting. Had it shown composition as the main burden, the right test would have compared AI-assisted composition with the current method and a simpler template, counting checking and correction in every option.

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  1. The request

    A brand planning team wants an AI writer to produce competitive briefs faster. Its sponsor supports the idea, some required sources carry third-party licenses, and no manager has accepted responsibility for the workflow after the pilot.

  2. The real need

    Asking why the briefs matter now moves the discussion from writing briefs faster to detecting competitor changes sooner. That changes what the team should measure.

  3. Three explanations, tested against the same evidence

    • Composition and synthesis drive the burden. Weakened: task records showed little time spent drafting.
    • Source access and preparation constrain the work. Best supported: task records showed most active effort going into rebuilding source collections and reconciling versions.
    • Review, rework and ownership drive the delay. Also contributing: review needs a common acceptance standard and a named owner.
  4. The changed offer

    Reframe the initial service as a maintained collection of permitted sources, with retrieval and change alerts. Defer synthesis until its additional value is clear. One licensed source needed third-party access approval, so licensed data is added only after approval.

  5. What the pilot measures

    The time from a relevant source becoming available to a verified update reaching the person who acts on it. Before testing, the parties agree the sources, observation period and success threshold.

The approach

Connect the problem, the capability and the decision before resources are committed.

Many AI partnerships stall in the same places. Interest never becomes a decision. A pilot passes its technical tests, yet nobody owns what happens next. A tool arrives, and people keep working the old way. These are different problems with different causes, and each needs a different response.

Structured analytic techniques are methods intelligence analysts developed to examine their own reasoning: list the assumptions, check how much weight the evidence can bear, compare rival explanations and ask what would change the conclusion. In partnership work, they help a buyer and a provider test the reasoning together while the offer can still change. The short name is SATs.

Does faster drafting solve the real delay?

If analysts spend most of their time finding sources, a faster writer leaves the main burden untouched. Check where effort and waiting time actually go.

Who can authorize the evaluation?

A sponsor can support the idea without controlling the budget, data permissions or the workflow. Name each decision owner on both sides.

What evidence would change the approach?

Agree in advance what result would justify proceeding, reshaping the offer, investigating further or stopping. A technical pass alone authorizes nothing.

Governance is not a final step

Checking assumptions, weighing evidence and recording who owns each decision continue from the first conversation to continued use. That is how governance keeps pace as the enterprise learns.

89%

of 107 senior commercial leaders said their organizations already co-develop AI with vendors or are considering it. IQVIA survey, May 2025; self-reported. Source 2

60% and 59%

of 223 pharmaceutical and biotechnology technology executives cited data and technology infrastructure readiness, and regulatory and compliance uncertainty, as barriers to scaling AI. ZS outlook, Harris Poll, June to July 2026; self-reported. Source 3

These surveys describe what leaders report. They do not measure why any particular partnership succeeds or fails, which is why the questions above matter for each opportunity.

The decision map

Five milestones for an enterprise AI ambition

A five-year horizon is a planning lens, not a forecast. Progress is measured by decisions made on evidence. Select a milestone to see the decision, the assumption to test, the evidence that matters, who decides and the technique that helps.

Milestone 1 Define the purpose

Identify the business problem and whom resolving it serves.

The decision
Is this problem worth investing in, and which business decision will the work improve?
Assumption to test
"Our team needs faster drafting." The delay may sit in source access or review instead, and that would change the investment rationale.
Evidence that matters
Task records showing where effort and waiting time go, and who uses the output for which decision.
Who decides
The executive sponsor, with the manager accountable for the workflow.
Technique
Key Assumptions Check. List the beliefs the investment rests on and ask which one, if wrong, would change the decision. Investigate those first.
Reconsider when
The business decision the output serves changes, or evidence shows the burden lies elsewhere.

Milestone 2 Form the partnership

Identify the capabilities, owners and responsibilities required across organizations.

The decision
Which offer, partner roles and owners fit the evidence, and what is the next commitment?
Rival options to compare
Improve the current process, wait for an incumbent platform, build internally or choose another partner. Each can be a responsible choice.
Evidence that matters
The buyer's realistic alternatives, which sources the partner may use and who will own the service after a pilot.
Who decides
The buyer's sponsor and the partner's account lead. The workflow owner confirms who will run the work.
Technique
Competing Hypotheses. Compare plausible explanations of the problem against the same evidence before choosing the solution.
Reconsider when
A source permission is refused, or the buyer's alternative becomes the better option.

Milestone 3 Authorize meaningful evaluation

Define the decision the pilot should inform, the permitted inputs and the agreed criteria.

The decision
May this pilot proceed, and within which limits?
Assumption to test
"A technical pass will justify the next step." Passing a test grants no funding, permission or production authority.
Evidence that matters
An agreed pilot question, permitted sources, comparison criteria and a named owner for the decision that follows.
Who decides
The sponsor and the pilot's budget owner. Data, privacy and review owners confirm permissions before testing begins.
Technique
Red team, adapted, and premortem. Ask why a responsible buyer might decline the offer, and imagine the pilot has failed to find out why, while scope can still change.
Reconsider when
Criteria cannot be agreed, or nobody owns the decision after the pilot. Proceeding, reshaping, investigating further and stopping are all valid outcomes.

Milestone 4 Establish sustained operations

Examine workflow ownership, integration, operating acceptance, funding and oversight for continued use.

The decision
Can the organization own, fund and oversee the service beyond the pilot?
Assumption to test
"Pilot enthusiasm means the workflow will change." Users may keep the old process if the new one adds checking or handoffs.
Evidence that matters
Total workflow effort, including checking and correction; who maintains sources, handles incidents and escalates problems; the funding route.
Who decides
The workflow owner recommends, the budget owner approves spending and operating managers accept the changes they will run.
Technique
What If? Analysis. Assume the service is in routine use and work out what had to be true to get there, then check those conditions.
Reconsider when
Support work grows beyond plan, or ownership changes.

Planned for later reports. Report 01 ends at the pilot decision.

Milestone 5 Adapt as capabilities change

Identify indicators that should trigger reconsideration of the investment, partnership, controls or operating approach.

The decision
When should the investment, partnership or controls be revisited?
Assumption to test
"Today's arrangement will remain right." Models, source rights and rules change, and the arrangement may need to change with them.
Evidence that matters
Agreed indicators: changes in source rights, model behavior, review effort or the regulatory position.
Who decides
Both parties, through one shared record of changes and the actions each one triggers.
Technique
Indicators and Signposts. Name the observable events that would show the situation is changing, including changes nobody expected.
Reconsider when
A named indicator moves: a license changes, a new model can act without approval, or review effort rises.

Planned for later reports. Report 01 ends at the pilot decision.

These five milestones are an editorial map for the wider library. Report 01 covers the first three, through the pilot decision, using its own four-stage, three-gate workflow. Milestones 4 and 5 are planned for later reports.

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Audience perspectives

One decision, seen from three seats

Everyone receives the same report. Each view below shows where your responsibilities sit in it.

For AI vendor business development and alliance leaders

A promising buyer liked the demonstration. Weeks later, replies have slowed and nobody has authorized anything.

Questions to answer

  • What is the buyer's actual problem, and what evidence confirms where the burden lies?
  • Who can authorize the required spending, and what confirms that route?
  • Why might the buyer's responsible decision owners decline, narrow or defer this offer?

From the report

Silence can mean shifted priorities, a procurement or security queue, a wait for the incumbent platform or unconfirmed funding authority. Each calls for different evidence and a different response. If nobody has named a spending approver, ask which approvals the next step needs and offer the material those approvers require.

What Report 01 contributes: a way to shape a proposition around the buyer's real problem, test it before pilot authorization and know what evidence the next decision needs.

For pharma commercial operations and strategy leaders

Several providers propose AI pilots. Each sounds useful, and each would draw on the same people, data and budget.

Questions to answer

  • What decision should this pilot inform, and who has authority to make it?
  • Which sources may the partner use, and which licenses and approvals confirm that?
  • What would we do instead: improve the current process, wait for an existing platform or build internally?

From the report

If licensed sales data cannot enter the pilot in time, first confirm whether internal and permitted public sources can still answer the pilot question. If they can, test on them and make the licensed-data phase a separate decision.

What Report 01 contributes: a decision-owner map for both sides, the questions to ask before committing resources and an eleven-element pilot charter that separates technical findings from authorization.

For life sciences consulting and implementation partners

The strategy is agreed in principle. The engagement scope, partner roles and operating responsibilities are not.

Questions to answer

  • Which belief does the value case depend on, and how would the scope change if it were wrong?
  • Who maintains sources, handles incidents and escalates problems once the pilot ends?
  • What smaller test or evidence request would still enable the next decision?

From the report

Reviewers challenge who will keep the permitted source collection current. Nobody has been assigned. The parties name the content owner as source-update owner and record it in the pilot charter, because the pilot's measure depends on current sources.

What Report 01 contributes: a workflow that connects strategic intent to engagement scope, partner responsibilities and a pilot charter that names who owns each part of delivery.

Available now

Cover of Report 01, Deal Formation: From Interest to a Pilot Decision. The drawing shows a request tested against rival explanations, becoming a revised proposition that meets a decision with four possible responses.

Report 01 Deal Formation: From Interest to a Pilot Decision

Where to use structured analytic techniques, and why, when forming enterprise AI partnerships in pharmaceutical commercial operations.

Report 01 is the practical starting point: problem definition and partnership formation, through to the decision on a pilot. It follows one running example from first request to pilot charter.

  • Four distinct ways partnerships stall
  • The rules and rights that shape commercial AI in pharma and biotech
  • A decision-owner map for both sides
  • A four-stage workflow with three gates
  • Eight structured analytic techniques applied to partnership questions, including what to do when a promising buyer goes quiet
  • A decision-focused pilot charter with a worked example
Format
PDF, 3.4 MB
Length
48 pages, US Letter
Edition
October 2026, revised 27 October 2026
License
One named reader

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Inside the report

Two pages from the free preview. Select a page to enlarge it.

Report page 3, Five conclusions for partnership leaders: identify the outcome you are trying to prevent, check what the proposal depends on, include data rights and review responsibilities, confirm each person's authority and agree what happens after the pilot.
Page 3: Five conclusions for partnership leaders
Report page 10, the formation workflow: four stages, three gates with Gate 2 as pilot authorization, the techniques used and what each stage produces, return paths for reshaping and further investigation, and stop with a reason at every gate.
Page 10: How the partnership moves toward a decision

Next up: Report 02.

Further reports in the library are planned. No release dates are set and no payment is taken in advance.

Email me when Report 02 is released

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Black and white portrait of Ernesto Encarnacion.

About the author

Ernesto Encarnacion

Life Sciences Commercial Strategy and Operations

Ernesto brings more than 20 years of experience in commercial operations within the life sciences industry. He graduated with honors from the University of Pennsylvania, where he studied Organizational Studies, and from Georgetown University's master's program in Applied Intelligence.

His reports bring intelligence-analysis methods to enterprise AI partnership decisions: defining the problem, testing the reasoning and preparing a decision both sides can own.

Questions

What exactly do I receive?

A 48-page PDF (US Letter, 3.4 MB): Report 01, Deal Formation: From Interest to a Pilot Decision, October 2026 edition, revised 27 October 2026.

Can I share it with colleagues?

The license covers the named reader(s) on the purchase record. Internal reading, printing and application are permitted within that user limit. No redistribution, public posting, resale or republication.

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Start with the decision in front of you.

Sources

  1. U.S. Government. A Tradecraft Primer: Structured Analytic Techniques for Improving Intelligence Analysis. March 2009. Basis for the techniques named on this page.
  2. IQVIA. AI in Life Sciences Commercialization. August 2025. Survey of 107 senior commercial leaders, May 2025; self-reported.
  3. ZS. AI's value in pharma: 5 signals shaping the 2027 outlook. Harris Poll, 9 June to 7 July 2026; 223 technology executives in the U.S., U.K. and four EU markets; self-reported.

The milestones, worked example, audience views and applications are the author's. They are not findings of these sources.