Veeva Updates: 26R1 Release Highlights

Veeva Updates: 26R1 Release Highlights

by | Apr 28, 2026 | Life Sciences, Technology Services, Veeva

Veeva continues to deliver enhancements to its platform through three structured releases each year. It is critical for the administrators of Veeva solutions to review each new update to assess new capabilities, align priorities, and prepare their environments for any technical or functional changes.

fme’s specialists review each release in detail to identify changes that may impact our clients’ environments, and highlight new capabilities that can improve efficiency, compliance, and overall system performance. Here are summaries from past releases:

In this installment, we describe key highlights from the 26R1 Update to help you quickly understand the most relevant changes. Please note that this is not a comprehensive list of changes; please visit Veeva’s site for the complete details and descriptions.

For a deeper analysis or to discuss how fme can support ongoing optimization of your Veeva environment, we invite you to download our service datasheets below and schedule a time to connect with our team.

Key Feature 1: Milestone Object Model

Staring in 26R1, milestones are no longer stored as a single field (milestone__v) but are managed as object records. The new object model is more scalable and aligns with Veeva’s overall data structure approach.

Each milestone (Approved, Effective, Submitted, etc.) is now tracked as its own entry instead of being grouped in one place, allowing users to view all milestones in a dedicated Milestones panel on the document. In addition, the 1,000-record limit within the milestone__v field has been removed.

This change can affect existing reports, integrations, or configurations that reference the milestone field, and administrators may need to make adjustments to reflect the new object.

How this can benefit customers

There are several benefits to these changes:

    • Multiple milestones can be stored and managed more clearly for each document and version within the version tree.
    • The new structure makes it easier to understand the full lifecycle history of a document.
    • Each milestone is now its own record that can be queried and analyzed significantly improving reporting on milestones.
    • Admins can now filter, group, and report on milestones across documents more easily than before.
    • This change also supports more complex use cases, such as tracking multiple milestone types or repeated events over time.

Key Feature 2: Doctype Triggers (Automation)

Prior to 26R1, actions required when a document was created, updated, or deleted were mostly a manual process with minimal automation available. The 26R1 release allows users to attach triggers with logic directly to documents so that when the trigger is fired, Vault instantly runs custom actions behind the scenes.

This feature can significantly reduce the amount of manual work users have to perform, reduce human error, make processes faster, and allow admins more opportunities to customize document behavior.

How this can benefit customers

One possible application of this new feature is to auto-populate specific fields when creating documents. For example, when a user is creating an SOP, triggers can auto-populate the product, region, and department within each unique SOP template ensuring accuracy and consistency.

In Veeva PromoMats (Promotional Materials), a newly created promotional piece can automatically link required objects, like products or specific campaigns, greatly accelerating content creation while also reducing compliance risk. A trigger can also be created to automatically assign a document for training when it becomes approved/effective.

Key Feature 3: Excel Copy/Paste

The reality of modern business ensures we will almost always work with spreadsheets, and prior to 26R1, users had to add each value manually. With the 26R1 release you will be able to copy a list of values from Excel and paste them directly into Vault instead of entering them one by one.

How this can benefit customers

This update eliminates repetitive, manual data entry saving time, minimizing copy/paste errors, and greatly accelerating the input of large lists of values. It is especially useful when working with multi-value fields, such as users, products, or countries. Instead of manually searching and selecting each value, you can paste an entire list in a single action. Vault automatically recognizes and matches the pasted values to existing records or picklist values.

Veeva Vault will automatically ignore duplicate values, preventing accidental double entries. If any values don’t match, Vault provides a summary so you can quickly identify and fix issues.

This makes bulk updates much faster without needing loaders or external scripts, and brings a more familiar, Excel-like experience into Vault to improve usability for everyday users. With this update, expect a significant reduction in manual errors and user frustration caused by repetitive manual data entry.

Key Feature 4: API Endpoint Deprecation

Not all changes are adding features. With the 26R1 update the “Retrieve All Documents” and “Retrieve all Binders” APIs are no longer supported. In the past, this was used to pull large sets of documents in one go causing heavy system load and slowing down Vault performance. Instead, users are now expected to use VQL (Vault Query Language) to retrieve only the data they need.

To prepare for this change, administrators should replace existing “Retrieve All Documents” and “Retrieve All Binders” API endpoints with VQL queries.

How this can benefit customers

Basing their decision on industry best practices for data access, Veeva made this shift to improve system performance and scalability, and to encourage more efficient, targeted data requests based on document type, specific dates, statuses, etc. rather than full data extracts.

fme’s dqMan has a Veeva Vault Edition that can be a great help in this change. It is a professional administration tool based on VQL and MDL, providing users with exclusive capabilities and a broad feature set to help manage Veeva Vault applications efficiently. Contact us to learn more.

How fme Can Support Your Veeva Updates

Veeva’s innovation-driven release cycles provide continual improvements, but also require ongoing operational responsibility. Releases occur on a fixed schedule, regardless of internal IT bandwidth or competing priorities, and certain changes are deployed automatically. Configuration shifts, deprecated settings, and legacy customizations can all affect how new functionality performs within a given environment.

fme provides tailored services to help clients evaluate, manage, and operationalize Veeva’s recurring release cycles. Below are two core offerings our clients rely on to keep their Veeva environments optimized and aligned with evolving business needs.

HealthCheckAssist: Gain Visibility and Control

HealthCheckAssist is a structured, low-burden assessment designed to provide actionable insights into your Veeva RIM environment. We evaluate how the system is configured and used, identify active risks and inefficiencies, and highlight opportunities for optimization.

Beyond diagnostics, we deliver a prioritization remediation roadmap clearly outlining the steps required to stabilize, streamline, and future-proof your environment. This enables your team to proactively prepare for upcoming releases, fully leverage new platform capabilities, and maintain a consistently release-ready experience.

Learn more about HealthCheckAssist now!

Learn More

TechOps Support Services: Cost-effective Platform Management

Efficient and effective IT operations are vital for any company but are notoriously difficult to accurately predict and budget for, especially in multi-platform systems. Our TechOps Support Services provide the experience and resources needed to augment and support the needs of complex IT environments, balancing out the ebb and flow of support tasks, and adding extra knowledge and skill for integrated application management.

Our flexible, customizable model can incorporate administrative support and release management components to allow your organization to focus on your core business activities without the distractions of technical issues and system maintenance.

Our trained experts support many legacy and modern applications to ensure your critical systems remain stable and secure, giving them the attention they need while you focus on accomplishing your business goals.

Learn how fme can simplify your platform management with TechOps Support Services now!

Learn More

About the Author

Matthew Peterson

Matthew Peterson is a highly skilled Veeva business analyst and migration specialist at fme, focused on helping clients understand how each Veeva update will impact their environments. With deep expertise in the intersection of technology, data, and regulated life sciences processes, Matthew ensures that clients not only stay current with platform changes but also align those changes with their strategic goals and operational priorities. His commitment to clarity and practical impact helps organizations maintain optimized, resilient Veeva implementations that support long-term success.

 

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Master Data and Governance in a New Life Sciences Reality

Master Data and Governance in a New Life Sciences Reality

by | Mar 19, 2026 | Events, Life Sciences, Migration Services

We are excited to share that fme will be joining the 12th Master Data and Data Governance Excellence In Life Sciences Conference, 4-5 June in Zurich, Switzerland. In the Life Sciences industry, data is no longer just an operational asset, it is the foundation for innovation, regulatory compliance, and commercial success. fme’s experts look forward to participating in these discussions to share our experience and strategies to rescue information from disconnected silos and align it with business goals.

Today, data is no longer a by-product of operations. It is a strategic asset that underpins innovation, regulatory compliance, and commercial success.

Across Regulatory, Clinical, Quality domains, organizations are entering a new data reality. Regulatory expectations, such as IDMP, are accelerating the need for structured, standardized, and interoperable data. At the same time, governance is evolving from control to enablement, where data must actively support processes, analytics, and decision-making. In addition, new AI solutions show amazing promise but are only as effective as the data they are built on.

This shift is redefining long-standing concepts. The idea of a single, static source of truth is giving way to dynamic, connected, and context-driven data ecosystems that must work seamlessly across systems and functions.

The Gap Between Ambition and Execution

Many organizations are investing in AI use cases, data governance frameworks, and master data management initiatives. However, execution remains a challenge.

  • Data is often not AI-ready.
  • Quality issues limit trust and reuse.
  • Governance frameworks exist but are not embedded in daily operations.
  • MDM approaches struggle to scale across domains and keep pace with increasing complexity.

This creates a disconnect between strategy and reality. Without trusted and governed data, transformation initiatives slow down, risk increases, and expected value is not fully realized.

How fme Translates Data Strategy into Execution

At fme, we help Life Sciences organizations turn data ambition into execution. Our approach focuses on building trusted data foundations that support transformation across the full lifecycle:

Data readiness and assessment

We help organizations understand their data landscape through system inventory, quality analysis, and risk identification. This creates clarity before transformation begins.

Master data and governance enablement

We support the design and operationalization of governance frameworks, including data ownership, metadata standards, and harmonization across domains. The focus is on making governance actionable in daily work.

Migration and transformation execution

With deep expertise in platforms such as Veeva Vault, Generis CARA, Documentum, and TrackWise, fme delivers controlled and compliant migrations. Our migration-center® technology enables scalable, repeatable, and auditable execution.

Data quality and remediation

We support ongoing data quality improvement, remediation, and post-go-live stabilization to ensure data remains trusted, usable, and aligned with evolving requirements.

A Practical Path Forward

Success in this new data reality requires more than technology. It requires scalable governance, high-quality data, and the ability to operationalize master data across domains.

fme combines domain expertise, proven methodology, and purpose-built technology to help organizations reduce risk, improve efficiency, and unlock the full value of their data.

Meet Us at the Conference

We look forward to connecting at the 12th Master Data and Data Governance Excellence in Life Sciences Conference and discussing how Life Sciences organizations can move from ambition to execution.

If you are navigating data complexity, regulatory pressure, or AI readiness, let’s connect. We’d love to discuss your challenges, and share our proven strategies and solutions to complex information management challenges.

Contact Us
Your Data Isn’t Ready: The Hidden Risk in Life Sciences Migrations

Your Data Isn’t Ready: The Hidden Risk in Life Sciences Migrations

by | Mar 10, 2026 | Content Migration, Digital Transformation, Life Sciences, Migration Services

In life sciences organizations a data migration is often treated like a set of technical checklist: Extract. Map. Load. Validate. Go Live! But anyone who has worked on any data migration knows the truth:

Migration isn’t really about moving data. It’s about moving meaning.

Meaning is where things get complicated, especially when organizations underestimate the differences between structured and unstructured data. This is a common challenge we’ve seen with our clients, especially when modernizing .

The Illusion of Data Readiness

Most migration programs begin with confidence. After all, the data exists, it’s stored somewhere, it’s been used for years, so how hard can it be? Then the first mapping workshops begin… the cracks start to show:

    • Submission types or study metadata don’t match controlled vocabularies across regulatory and clinical systems
    • Status fields are full of free text: study milestones, complaint records, or CAPA statuses captured inconsistently instead of following lifecycle states
    • Product hierarchies only make sense to one team due to differing interpretations
    • Critical decisions about safety case assessments, investigation outcomes, or deviations can be, and often are, buried in comments, emails or spreadsheet notes

The issue isn’t a lack of data. It’s that years of business logic are hidden inside unstructured information. Systems can’t interpret or migrate assumptions. Suddenly this becomes a much bigger problem.

What began as a simple mapping exercise quickly becomes an effort to untangle undocumented processes, institutional knowledge, and years of historical workarounds.

Don’t worry, you are not alone. We’ve seen firsthand how quickly complexity multiplies once that hidden logic is uncovered.

Structured Data is Predictable. Unstructured Data is Personal.

Understanding the difference between structured data and then unstructured information surrounding it is critical. Structured data is easy. It lives in defined fields, it supports reporting, it drives workflows, and it can be migrated using clear, defensible mapping rules.

Unstructured data is different. It contains insight, often extremely valuable insight, but it is hidden within narrative, interpretation, and context. It hides in documents, trackers, comments, file names, or “temporary” excel sheets that quietly became the system of record.

In many life sciences organizations, the most important regulatory knowledge isn’t stored in the system. It’s stored around the system. And that’s where migrations become truly challenging!

A Simple Example

Here’s a simple, yet very common, example. Consider a site selection tracker used in a clinical program. On the surface, it looks structured. Why? The data appears well-structured:

    • Clearly defined columns (STUDY_NUMBER, SI_COUNTRY, SI_SITE, SI_SITE_STATUS)
    • A reason field (DC_REASON_NON_SELECTION)
    • Consistent row-based records

From a migration perspective, it looks like a straightforward mapping exercise.

Why It Isn’t Really Ready

Once you examine the content, key information lives in unstructured comments.

Structured fields contain conflicting information. In Record 2, SI_SITE_STATUS is selected as “Ongoing” yet the DC_REASON_NON_SELECTION field lists “Low recruitment projections.” If the site is indeed Ongoing, it raises a logical question: why does a Reason for Non-Selection exist at all? This suggests the fields are being used inconsistently, without validation rules in place, or that there is not a clearly enforced process for system use (if it is even defined). As a result, this record contains conflicted structured data, making it challenging to determine the true state of the site without manual investigation. Remember when we thought this would be a straightforward mapping exercise?

Important decisions are hidden in narrative text. In Record 3, the DC_REASON_NON_SELECTION comment is ““Site has no psychologist and stated it would be difficult to organize one. Site declined participation.” The structured field says “Does not have required staff” but the comment contains additional operational logic: it specifies a missing role (psychologist), identifies a feasibility constraint, and captures the site’s final decision. A target system cannot easily interpret or structure that information.

Multiple concepts are embedded in a single field. The comment in Record 3 actually contains several data elements all collapsed into a single free-text field:

Concept Where It Appears
Required Role Missing “no psychologist”
Operational Feasibility “difficult to organize one”
Final Decision “Site declined participation

 

Structured fields are left blank. While the explanation appears in comments! Record 4’s DC_REASON_NON_SELECTION field is blank, but the comments indicate variations like, “Site lacks sufficient experience”, “Investigator has limited trial experience”, and “Site has not conducted similar studies”.

To a human reader, these records make sense (mostly, I am looking at you, Record 2). To a system, they are entirely inconsistent. When migrated into a structured platform, Record 3 will be reportable and visible in analytics. Record 4 will not.

This is how unstructured behavior quietly undermines structured intent. This is exactly where migrations become more than technical exercises. They become exercises in data governance.

Target Systems Expose Legacy Exceptions

Today’s modern enterprise platforms (QMS, CTMS, RIM), safety databases, or regulated content management systems are built to enforce structure. They require:

    • Controlled vocabularies
    • Mandatory fields
    • Valid relationships
    • Consistent master data
    • Full traceability

That’s a good thing: it improves compliance, visibility, and efficiency. But it also reveals an uncomfortable truth: your legacy systems don’t just store data; they also store a legacy of exceptions. Those exceptions were often managed manually by experienced people, not by processes. When you migrate into a structured system, those manual workarounds suddenly have nowhere to hide.

The Real Risk: Migrating Years of Clutter

In regulated environments there’s an instinct to migrate everything “as-is.” Teams don’t want to lose audit trails, history, or critical business context. That instinct is understandable and logical. But migrating unstructured data blindly into a structured system creates a new problem: a modern platform filled with legacy clutter.

From the moment the system goes live, clutter and data exceptions affect user trust and efficiency. Technically, everything works, but users hesitate. They double-check. They export to Excel “just to be safe”. Slowly, spreadsheets start creeping back in. The migration succeeded on paper, but failed in adoption, and is no longer the trusted source of truth.

Poor data structure also prevents organizations from taking advantage of the AI and analytics capabilities built into most modern and emerging platforms. When critical information is buried in comments or captured inconsistently, systems cannot identify trends, recurring issues, or relationships between records, such as patterns across complaints, deviations, safety events, or site performance. Without structured data, the platform cannot surface insights or enable automation, reducing it to little more than a repository rather than an intelligent operational tool.

The Mindset Shift That Ensures Data Readiness

The most successful migration programs don’t ask: “How do we move everything?” They ask: “What do we need to trust on Day One?” That subtle shift changes everything, leading to smarter, more strategic decisions.

Not everything needs to become a structured field in your target system, but the meaning behind the data must remain clear and remain interpretable. One practical way we approach this with our clients, regardless of their volume of data, is by separating data into three categories early on.

    1. Workflow-critical and compliance-driving (must be structured)
    2. Contextual but still valuable (evaluate and transform selectively)
    3. Historical reference (archive with traceability)

Of course, there are other valid approaches, and each one has strengths within specific situations. The right strategy always depends on the organization, its risk profile, and its future operating model. The key is to make conscious decisions rather than defaulting to “migrate it all.”  Successful migrations treat the effort as a business transformation, not just a technical transfer.

A Simple Decision Framework for Data Migration

Here’s a simple principle that we’ve found is a great starting point:

    1. If data drives a workflow, reporting, or compliance decision, it must be structured.
    2. If data provides useful operational context, evaluate it and structure it selectively.
    3. If data provides historical reference only, it belongs in documents or a well-managed archive.

Final Thought: Don’t Just Migrate. Modernize.

Migrations rarely fail because of technology. They fail when unstructured legacy knowledge is assumed to be structured truth. Don’t fall into that trap by starting with tools and mapping spreadsheets. Start with the harder questions: What is our source of truth?  Which data do we trust enough to run the business on?

Life sciences organizations are moving toward greater automation, AI-driven insights, and real-time regulatory visibility. None of that works without reliable, structured data. The migration process should force organizations to face those questions, especially if they have been avoided for years. Once they are answered honestly and completely, migration stops being just a technology project. It becomes a transformative step toward true digital maturity.

By assessing your data landscape before you start your migration, you’ll be able to define clear ownership, and build a pragmatic strategy for what to structure, transform, or archive. Instead of a system replacement, you’ll have the opportunity to strengthen compliance, improve transparency, and lay the foundation for automation and AI.

Get Started the Right Way

We know it is tempting to jump straight into platform selection and implementation, but modernizing any complex, regulated environment will not be a simple ‘lift and shift’ to a new technology. If you try to approach it that way, you will delay your progress, multiply your workload, and fail to realize the full potential of your target system. After over two decades helping clients navigate technology transfers, fme’s experts can guarantee that “one-click export” you are promised is a beautiful story told by people who have never had to do or pay for the actual work.

Start your modernization initiative correctly with a clear and detailed analysis of your existing data and document repositories. You’ll quickly discover proprietary data formats and custom-built applications that are incompatible with modern databases and tools, siloed systems with limited integration capability, data consolidated from multiple sources with inconsistent data structures and standards, and legacy systems with redundant or incomplete data and metadata.

fme’s Migration Readiness Evaluation

fme’s Migration Readiness Evaluation service is specifically designed and proven to provide proactive guidance on your data and document landscape BEFORE embarking on extensive solution deployments. We take a hard look at the source system’s technical stack: how it was built, how accessible it is, what’s custom, what’s obsolete, and how long it’s realistically going to take to get clean, validated data out of it.

Instead of being caught unaware during your deployment, we identify potential risks and common pitfalls in a Migration Readiness Report that summarizes the current state and quality of your data and documents. We also offer Risk Mitigation Recommendations with proactive solutions to minimize potential risks and ensure you stay on time and on budget.

Download this datasheet to learn the details and benefits that fme’s Migration Readiness Evaluation can provide, and then contact us to discuss your unique challenges. We’d love to help you on your transformation journey.

Learn More

About the Author

Wendy Gilhooley
Wendy Gilhooley has over 25 years of global experience delivering leading edge IT-related services and solutions in highly regulated industries. For the last 15 years Wendy has been focused on the complex challenges of life sciences firms struggling to modernize their Regulatory Information Management (RIM) systems. Her depth of knowledge allows her to bridge the gap between business and IT teams, and provide a wealth of technical and industry best practices to increase client business value and deliver measurable results.

Veeva Updates: 2025 Release Summary

Veeva Updates: 2025 Release Summary

by | Feb 17, 2026 | Life Sciences, Technology Services, Veeva

Each year, Veeva updates their platform in three scheduled releases: April, July, and December. Approximately one month before each release, upcoming changes are announced to ensure administrators have adequate time to review, plan, and prepare for the coming improvements and modifications. Some changes are technical fixes with limited visible impact, while others introduce new features and functionality that clients have requested or they have developed in support of ever-evolving regulations as well as innovation. There can also be under-the-hood technical changes that require configuration adjustments or administrator preparation to allow for a seamless update.

For each release, fme’s experts receive the official announcements and distill the updates into a clear, client-focused summary. This includes outlining the changes that will impact their environments while highlighting new capabilities that could enhance their internal workflows and business processes.

Below we’ve summarized selected highlights from Veeva’s 2025 updates, and how these changes can benefit Veeva Vault users. This overview is not exhaustive. If you would like a deeper dive into the updates, or to explore how fme can help you analyze, monitor, and optimize your Veeva environment to keep it as performant as possible, download the data sheets below and contact us to discuss your current challenges.

Veeva Update 25R1 – April 2025

25R1 Key Feature

One of the more interesting elements in this release is how Veeva updated their functionality for collaborative authoring. Previously, you only could @mention users who clicked “Edit in Microsoft Office” in Vault. With this release, users are now allowed to automatically add workflow participants to the document being edited in SharePoint upon checkout in Vault, so they can be @mentioned immediately.

How this can benefit customers

Collaborative Authoring makes it much easier for teams to work on the same document at the same time without juggling emailed copies or tracking down the “latest version.” This change will speed up authoring and review cycles, reduce potential version confusion, and help teams keep content consistent when multiple stakeholders need to contribute.

Veeva Update 25R2 – July 2025

25R2 Key Feature

In this release Veeva introduced “Action Triggers”, a simple way for admins to automate actions when object records change (create/update/delete). Action Triggers reduce the need for custom SDK trigger development and can be managed through the configuration.

Action Triggers are simple “IF/THEN/ELSE” statements that can be created both before and after events for the “Create/Update/Delete” operations. They can also automatically enforce rules and populate standardized values. For example:

  • Auto populate fields based on metadata
  • Automatically set record status (Draft to In Review) when specific required fields are completed

How this can benefit customers

Action Triggers can be helpful during migrations because it can automatically handle key next steps, like updating fields, starting workflows, or creating related records as soon as the migrated data hits certain conditions. This means less manual cleanup after the load and more consistent processing, so clients can go live faster with fewer surprises later on.

Veeva Update 25R3 – December 2025

25R3 Key Feature

In this release Veeva introduced an improved multi-Vault user experience, allowing users to login and work across multiple Vaults at the same time. Prior to 25R3, the user would be logged out from one of the sessions, but now they can stay logged in when switching between the two.

How this can benefit customers

This feature is particularly useful since it allows users to be logged into both source and target vaults at the same time in one browser. This makes it much faster to compare records, confirm mappings, and validate migrated content during migrations between Vaults. It also reduces constant logouts and re-authentication, helping migrations run more efficiently with fewer user errors and quicker issue resolution.

Get the Full Release Details

For complete details on all Veeva updates, visit their site here, or contact fme below to schedule a discussion focused on your unique platform and requirements.

How fme Can Support Your Veeva Updates

Veeva’s SaaS delivery model has long provided clients with predictable, innovation-driven release cycles. However, that same continuous update cadence introduces an ongoing operational responsibility. Releases occur on a fixed schedule, regardless of internal IT bandwidth or competing priorities, and certain changes are deployed automatically. Configuration shifts, deprecated settings, and legacy customizations can all affect how new functionality performs within a given environment.

Even incremental updates can have downstream effects: missed capabilities, user friction, reporting inconsistencies, or reduced process efficiency. Sustaining ROI in a mature SaaS platform requires structured review, impact analysis, and proactive configuration management throughout the year, not just at go-live.

fme provides tailored services to help clients evaluate, manage, and operationalize Veeva’s recurring release cycles. Below are two core offerings our clients rely on to keep their Veeva environments optimized and aligned with evolving business needs.

HealthCheckAssist: Gain Visibility and Control

HealthCheckAssist is a structured, low-burden assessment designed to provide actionable insights into your Veeva RIM environment. We evaluate how the system is configured and used, identify active risks and inefficiencies, and highlight opportunities for optimization.

Beyond diagnostics, we deliver a prioritization remediation roadmap clearly outlining the steps required to stabilize, streamline, and future-proof your environment. This enables your team to proactively prepare for upcoming releases, fully leverage new platform capabilities, and maintain a consistently release-ready experience.

Learn more about HealthCheckAssist now!

Learn More

TechOps Support Services: Cost-effective Platform Management

Efficient and effective IT operations are vital for any company but are notoriously difficult to accurately predict and budget for, especially in multi-platform systems. Our TechOps Support Services provide the experience and resources needed to augment and support the needs of complex IT environments, balancing out the ebb and flow of support tasks, and adding extra knowledge and skill for integrated application management.

Our flexible, customizable model can incorporate administrative support and release management components to allow your organization to focus on your core business activities without the distractions of technical issues and system maintenance.

Our trained experts support many legacy and modern applications to ensure your critical systems remain stable and secure, giving them the attention they need while you focus on accomplishing your business goals.

Learn how fme can simplify your platform management with TechOps Support Services now!

Learn More

About the Author

Matthew Peterson

Matthew Peterson is a highly skilled Veeva business analyst and migration specialist at fme, focused on helping clients understand how each Veeva update will impact their environments. With deep expertise in the intersection of technology, data, and regulated life sciences processes, Matthew ensures that clients not only stay current with platform changes but also align those changes with their strategic goals and operational priorities. His commitment to clarity and practical impact helps organizations maintain optimized, resilient Veeva implementations that support long-term success.

 

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DIA RSIDM 2026 Hot Topic: Data Quality Transformation

DIA RSIDM 2026 Hot Topic: Data Quality Transformation

by | Jan 5, 2026 | Business Consulting, Events, Life Sciences, Regulatory

An annual staple of the regulatory industry, DIA’s RSIDM brings together industry and regulatory stakeholders to discuss evolving data standards, requirements and effective data management strategies. This year, fme’s regulatory experts David Gwyn, Frank D’Entrone and Scott Coles will be attending and answering questions in Booth #116. Stop by and see us! We’d love to discuss your challenges and plans for 2026, and share our proven solutions for managing complex regulatory submissions.

The Real Story: Data Quality Transformation

As data migration experts for the Life Sciences industry, we’ve helped the world’s largest organizations move complex regulatory ecosystems into platforms and solutions that align with their business processes and goals. Through our experiences, we’ve also realized that the actual migration is only one chapter of a much larger story.

In fact, the most urgent and impactful challenges our clients face aren’t about switching platforms. They’re about the quality, readiness, governance, and trustworthiness of the data they already have. And according to our clients, that’s where fme shines far brighter than other providers and especially the newest ‘intelligent’ solutions.

We Are Data Quality Transformation Specialists

fme understands the organization and structure of a client’s data is a reflection of the meaning, use and purpose of the information embedded within. Data, metadata and content all add essential context to data, and each detail needs to be available to realize its full value.

This is why clients come to us; they recognize fme’s experts can evaluate and enrich their data before incorporating it into their technology platform and business processes. Whether it’s organizing legacy content, remediating years of inconsistent metadata, strengthening governance practices, or establishing stewardship models that scale across global regulatory teams, fme knows where to look, and how to ensure every element is structured for efficient and contextual use.

This is the work we’re doing right now—multi-million-dollar data readiness and remediation initiatives—with some of the world’s largest and most complex Life Sciences companies. These aren’t migration projects. They’re data projects that emphasize critical concepts:

  • Data readiness is the foundation for modernization and digital transformation.
  • Governance and stewardship drive regulatory confidence.
  • Quality transformation unlocks efficiency, compliance, and innovation.

And they reflect a reality that’s becoming impossible to ignore:
You don’t have to move to a new platform to improve. You just need better data.

Understand Where You Are First

This has been one of the biggest expansions in the strategies we use to serve our clients. A transformation doesn’t start with technology change. It starts with understanding your current state, and building the pathway to allow your data to power your business goals.

fme’s solutions like MetadataAssist℠ and HealthCheckAssist℠ are strategically designed to provide regulatory and RIM teams with a fast, structured way to evaluate:

  • What data exists
  • How clean or accurate it is
  • How well metadata models are applied
  • Where governance gaps are limiting efficiency
  • What improvements can be made without moving platforms

In many cases, clients discover that a migration is unnecessary, or at least not urgent. By improving their data quality and governance practices, they can dramatically increase the value of the systems they already use.

To Migrate or Not: Choosing What’s Next

Of course, some organizations ultimately decide that their current platform can’t support where they want their business to go. When that happens, we help them choose their next solution with clear quantitative and qualitative data to cut through the marketing jargon and seller-lingo that can obfuscate true capabilities and benefits.

SelectAssist℠ is a unique offering that pairs our regulatory experts with client stakeholders to guide them through detailed platform evaluations and selection based on:

  • Regulatory workflows
  • Data and metadata requirements
  • Change readiness
  • Long-term scalability
  • Integration and interoperability needs

It’s important to clarify that while fme has many platform partners, our goal is to guide clients to the best solution for their unique goals. We provide a holistic, data-justified perspective focused on their needs, not a quarterly sales quota.

When Migration Is the Answer, We Deliver with Precision

When the data is optimized, technology is selected, and the organization is ready to move platforms, fme’s 30 years of migration experience come into play. We have unmatched knowledge, proven methodologies and acceleration toolsets to execute seamless regulatory content and data migrations at scale most service providers have never touched.

We combine:

  • AI-driven automation
  • Proven methodologies
  • Industry-leading tools
  • Deep regulatory and compliance expertise

After hundreds of successful migration projects, we have the skill and knowledge to deliver a seamless, accurate, and validated transition first time, every time.

Learn More about Data Quality Transformation

fme is evolving along with our clients’ needs. The industry is hungry for organizations that understand not just platforms, but the data that fuels regulatory compliance, submission quality, operational efficiency, and innovation.

So when we say we’re data quality transformation specialists, we mean:

  • We assess.
  • We remediate.
  • We govern.
  • We steward.
  • We prepare for the future.
  • And yes, when it’s the right time, we migrate.

But the story always starts with data quality. Do you REALLY know yours?

If you want to understand the value your data could be delivering, or if you’re struggling to achieve efficiency and compliance with the information you already have, we’re here to help you make it happen. Download the resource below to learn more.

Download Resources
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Solve your regulatory challenges. 

fme has clear methodologies to stay ahead of quickly evolving data standards, complex requirements and changing technology options. Learn the first steps and get started today. 

Download Regulatory Excellence Overview
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Modernizing Quality: Why Migration Expertise (and the Right Platform) Matters

Modernizing Quality: Why Migration Expertise (and the Right Platform) Matters

by | Dec 12, 2025 | Migration Services, Quality, Veeva

Are you still relying on legacy QMS platforms built decades ago? I’m talking about systems that now require constant maintenance (or constant calls to support), rely on outdated architectures, and create operational silos. What once felt “best-of-breed” now limits your ability to support modern quality processes, enable AI-driven insights, or keep pace with today’s evolving regulatory landscape.

Quality expectations have always been rigorous, but they are expanding at a pace that I have not seen, well, ever, and that’s because technology is evolving faster than ever. Organizations need connected, digital ecosystems that deliver agility, compliance, and real-time intelligence across the enterprise. And that starts with rethinking the foundation of your QMS.

The Reality of Migrating to a New QMS

Migrating to a new QMS is one of the most significant transformations a life sciences organization can undertake. It’s not a lift-and-shift exercise. Every repository has its own history, every process has been customized over time, and every record (along with their audit trails!) must be migrated accurately and with full traceability.

There are several modern QMS platforms available today. Some offer strong “QMS-only” capabilities with integration options that can work well for organizations willing to manage multiple systems.

But if your goal is a truly unified quality experience, one that connects processes, content, data, training, labs, and decision-making, after seeing the rapid evolution of it at the last two Summits I attended, Veeva Quality Cloud stands apart. It brings the entire quality ecosystem together in a way integrations alone simply cannot.

Choosing the right platform is important. Choosing the right migration partner is essential.

Why QMS Migrations Demand fme Expertise

QMS migrations are uniquely complex. Beyond moving documents and metadata, they require a deep understanding of:

    • Quality processes and regulatory expectations
    • Legacy data structures, customizations, and usage patterns
    • Veeva’s data model, capabilities, and best practices
    • Organizational change, user adoption, and long-term system health

To achieve a truly successful transformation, you need a partner that considers the entire end-to-end ecosystem, not just the migration task. This is exactly where fme excels.

fme Delivers End-to-End Quality Transformation

Our services and accelerators are designed to support every phase of your quality modernization journey, whether you’re selecting a new QMS, migrating your legacy footprint, or optimizing your Veeva environment post go-live.

Phase 1: Strategy & Evaluation

Start with clarity and confidence.

    • Data Readiness & Governance
      Identify data quality risks, inconsistencies, and structural issues early, ensuring a clean, compliant, business-aligned migration.
    • SelectAssist℠ for Quality
      Choosing a platform is complex. Leverage our experience to evaluate your needs and identify the best-fit Quality solution.
    • Migration Readiness Evaluation
      Gain a comprehensive understanding of your current data, documents, and system landscape to reduce migration risks, minimize internal effort, and plan effectively.

Phase 2: Migration

Where strategy becomes execution.

    • MetadataAssist℠
      Use our AI-powered accelerator to classify, clean, and enrich content that’s been fragmented through years of upgrades, consolidations, or manual processes.
    • Migration Execution
      Our deep technical expertise ensures seamless, compliant migration—mapping your business processes to Veeva’s architecture for long-term success.
    • migration-center®
      Our industry-leading migration software delivers efficiency, auditability, transparency, and minimal downtime. Certified by Veeva and proven across millions of documents since 2016.

Phase 3: Stabilization & Optimization

Ensure your Veeva environment grows with your business.

    • TechOps Support Services
      Monitor, maintain, and optimize your Veeva environment—across daily operations and continuous product upgrades.
    • HealthCheckAssist℠
      Assess how your organization is using Veeva and identify opportunities for optimization, remediation, and future scalability.
    • Archiving & Decommissioning
      Preserve historical content securely and compliantly as part of a modern information governance strategy. We just helped a top 10 pharmaceutical company archive 90,000,000 documents. That’s a lot.

fme is the Quality Partner You Can Trust

Every day, we focus on enabling quality excellence for our clients. The world’s leading life sciences firms trust fme with their most complex quality, regulatory, and clinical transformations. We deliver to the same high standards they follow, holding ISO/IEC 27001 QMS and ISO 9001:2015 certifications.

Your quality data is too important to leave to chance. Download our datasheet below to explore fme’s end-to-end Veeva capabilities and see how our expertise can guide your transition.

Ready to talk through your specific challenges?

Our experts are here to help you build a migration strategy that ensures data integrity, compliance, and business continuity—while setting your organization up for long-term success.

Learn More

About the Author

Meghan is the Vice President of Commercial Operations at fme and an expert in global digital transformation within the Life Sciences industry. She has deep Quality domain acumen along with demonstrated expertise in program governance and account management, consistently driving innovation and delivering measurable results. Meghan has been instrumental in guiding some of the world’s largest pharmaceutical and medical device organizations on their digital journeys, ensuring success through strategic vision, cross-functional collaboration, and a deep commitment to the Life Sciences industry’s needs.

 

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