Launch Parakeet Risk in 6 Weeks

This guided plan helps industrial teams (manufacturing, pharmaceuticals, consumer goods/packaging) stand up Parakeet Risk quickly—moving from data discovery to automated workflows, questionnaires, remediation playbooks, and executive dashboards.

Pilot goals and scope#

• Establish a living system of record for risk, EHS, supplier, and compliance data.

• Automate routine tracking and evidence collection with the Rosella AI Agent and workflow tools.

• Stay audit‑ready across regulatory frameworks (e.g., FDA/EMA, 21 CFR Part 11) and certifications (e.g., ISO 9001/14001).

• Quantify ROI with real‑time metrics (time saved, risks resolved, and incident trends).

6‑week sprint at a glance#

Week 1 — Discovery and success criteria

• Confirm pilot objectives, target regulations/standards, and 2–3 high‑value processes (e.g., incident management, supplier certifications, GMP deviations).

• Map systems and spreadsheets in scope (EHS logs, supplier lists, CAPA records, audit findings, training matrices).

• Define ROI baselines (e.g., audit‑prep hours, incident closure time, overdue supplier certifications).

• Identify pilot users: Compliance Officer, EHS Director, Supply Chain/Risk Manager, and one Operations Lead.

• Align on cross‑links and reference materials: review the Industrial GRC requirements checklist, the Continuous Compliance capability, and the Rosella AI Agent overview.

Week 2 — Excel/CSV import and data foundation

• Consolidate source files; standardize headers and codes (sites, business units, suppliers, materials, incident types).

• Import via Spreadsheet Synergy to preserve existing Excel workflows while adding automation and audit trails.

• Deduplicate suppliers and materials; link related records (e.g., incidents ↔ CAPA ↔ training).

• Configure user roles and permissions per business unit and site.

Week 3 — Intake portal launch

• Stand up simple, role‑based intake forms: incidents/near‑miss (EHS), supplier updates/certifications, regulatory change requests.

• Route submissions to the right queues; enable notifications and SLAs for acknowledgment/triage.

• Publish “how to submit” guides to pilot users; dry‑run with 3–5 test entries per form.

Week 4 — Tiering and rules automation

• Define supplier and incident tiering (e.g., critical/major/minor) with scoring inputs such as performance, certification status, material risk, and site impact.

• Configure rules for alerts, escalations, and assignments (e.g., critical supplier lapse → notify Risk Manager + initiate remediation).

• Enable Continuous Compliance tracking for relevant federal/state changes with targeted alerts to owners.

Week 5 — First questionnaires and evidence capture

• Build questionnaire templates: supplier diligence and certifications; EHS safety checks; GMP/21 CFR Part 11 readiness for pharma teams.

• Use Rosella to prefill sections from imported data and prior submissions; attach supporting evidence.

• Integrate with QMS systems (where in scope) to reference CAPA records and training completion.

• Schedule recurring cycles and assign owners; monitor completion and quality.

Week 6 — Remediation playbooks and executive dashboards

• Design remediation playbooks for common findings (e.g., expired ISO cert, repeat safety incident, data integrity gap): tasks, due dates, approvers.

• Automate creation of audit trails and link evidence to resolved items.

• Publish executive dashboards: risk heatmaps, supplier status, incident trends, audit readiness, and ROI (time saved vs. baseline).

• Conduct pilot review and go/no‑go for cutover.

Sample cutover plan (pilot → production)

• Week 6, Day 3: Freeze pilot config; export pilot metrics and lessons learned.

• Week 6, Day 4–5: Expand user access to designated sites/business units; migrate remaining master data.

• Week 7: Turn on production intake forms and SLAs; keep pilot environment read‑only for 30 days.

• Week 8: Add the next wave of questionnaires (e.g., extended supplier tiers, environmental reporting) and connect additional Trello/QMS integrations.

• Ongoing: Quarterly review of rules, tiers, and dashboards; update to new regulations and standards as needed.

Pilot success checklist

• Clear success criteria tied to operational outcomes (e.g., on‑time certifications, incident closure time, audit‑prep hours).

• Complete data import with traceable mappings and owners assigned for each data domain.

• Intake forms live with tested routing, SLAs, and notifications.

• Tiering and rules aligned to risk appetite; alerts/escalations verified.

• At least two questionnaires deployed with >80% completion and attached evidence.

• Remediation playbooks executed on real findings with audit trail.

• Executive dashboards published and reviewed with leadership; ROI metrics calculated.

What you’ll use inside Parakeet Risk

• Rosella AI Agent for regulatory change capture, prefilled questionnaires, and evidence generation.

• Continuous Compliance for automated tracking of federal/state changes and audit readiness.

• EHS Control Center for incident intake and analytics.

• Supply Chain Resilience for supplier certifications, performance monitoring, and traceability.

• ISO Certification Automation to streamline documentation and audits (e.g., ISO 9001/14001).

Ready to move fast? Two ways to start

• Request a guided pilot: we’ll help set scope, import your first data sets, and stand up forms, rules, and dashboards in days.

• Book a 30‑minute planning session: confirm success metrics and a tailored cutover path.

See also: the Industrial GRC requirements checklist, our Continuous Compliance capability, and the Rosella AI Agent overview.