Solution

Process Investigation Workbench

For quality and manufacturing teams running deviation investigations: one structured case file correlating batch records, equipment logs, and SOPs, with CAPAs tracked to closure.

Batch recordsDeviation reportsSOPsEquipment logsCAPA records
100% of findings cited to source recordsAudit-ready history of every cycleRoot-cause conclusions approved by people

The problem

Why this exists

4 systems

Evidence scattered at the start

Batch records in one system, equipment logs in another, the governing SOP three revisions deep in a repository. Assembling the facts is most of the investigation.

Running clock

Release and response wait

While investigators gather evidence, the clock on batch release, remediation, and regulatory response keeps running — and quarantined product keeps sitting.

Tribal

Conclusions without a checkable trail

An investigation whose evidence lives in email threads and memory fails the one test that matters: showing an auditor what happened and how you know.

The product, not a promise

A case file you can interrogate

Process Investigation Workbench — workspace
TimelineEquipment log aligned to batch record entriescited
Procedure conformanceExecuted steps vs. SOP in forcecited
Candidate root causesEach with its supporting record attachedcited
CAPA statusAssigned, tracked to closurecited
Temperature excursion overlaps operator note — needs investigator rulingverify
HUMAN-APPROVED BEFORE IT POSTS

How it works

File in. Answer out.

  1. 1

    Capture

    Ingest batch records, equipment logs, operator notes, and the SOPs in force around the deviation.

  2. 2

    Correlate

    Line up timestamps, procedure steps, and readings across sources into one case file.

  3. 3

    Identify

    Surface candidate root causes with the supporting record attached to each.

  4. 4

    Act

    Assign corrective and preventive actions and track them to closure.

  5. 5

    Close

    Approve the conclusion and file the audit-ready investigation history.

Who it's for

Built for the people who own the outcome

Investigator

Works the case instead of building it.

  • Timeline, conformance checks, and candidate causes assembled on ingestion
  • Confirms or rejects each candidate with the rationale documented
  • Case updates as new records arrive without losing reviewed status

Quality director

Every investigation runs the same defensible way.

  • One structured cycle from deviation to closed CAPA
  • Open investigations and aging CAPAs visible across the site
  • Conclusions checkable by anyone who reads the file

QA & audit response

Answers the auditor from the file, never from memory.

  • Complete history of what was found, decided, and by whom
  • Every finding linked to the record that supports it
  • CAPA effectiveness traceable back to the original evidence
Pharmaceutical manufacturingBiotechCDMOsMedical devicesFood & beverageChemicals
100%findings cited to source records
Audit-readyhistory of every investigation
Human-approvedroot-cause conclusions
One caseevidence, rationale, and CAPAs together

Every deviation starts an investigation, and every investigation starts with a scavenger hunt: batch records in one system, equipment logs in another, the governing SOP three revisions deep in a document repository. The facts exist. Assembling them is the work — and while investigators assemble, the clock on release, remediation, and regulatory response keeps running.

The case builds itself

The Process Investigation Workbench constructs the investigation file for you. It ingests the records around a deviation — batch records, equipment and environmental logs, operator notes, the SOPs in force at the time — and correlates them into a single, structured case. Timestamps in the equipment log line up against entries in the batch record. Procedure steps line up against what the SOP actually requires. Deviations, contributing factors, and candidate root causes surface with the supporting record attached to each.

Investigators then work the case in a structured cycle: confirm or reject candidate causes, document the rationale, assign corrective and preventive actions, and track them to closure. Every finding links to the document, data point, or record that supports it, so the conclusion is checkable by anyone who reads it — and the case file updates as new records arrive, without losing the status of items already reviewed.

Why governed matters here

Process investigations exist because a regulator, an auditor, or your own quality system will one day ask what happened and how you know. The workbench maintains an audit-ready history of every investigation cycle: what was found, who reviewed it, what was decided, and which records supported the decision. Root-cause conclusions are proposed by the system and approved by people — that is the platform’s standing rule. When the question comes, the answer is already a file.

Objections, answered

What teams ask us first

How do I trust a candidate root cause?

Each candidate arrives with the supporting record attached — the log entry, batch record line, or SOP step behind it. Investigators confirm or reject with documented rationale; the system proposes, people conclude. Nothing free-floating enters the file.

Does it follow our investigation procedure?

The cycle — capture, correlate, identify, act, close — maps to your deviation SOP, your severity classes, and your CAPA workflow. Conformance is checked against the SOP revision in force at the time of the deviation, not today's.

What does an auditor actually see?

The full history of the investigation: records ingested, findings raised, causes confirmed or rejected with rationale, CAPAs assigned and closed, and the named approver on the conclusion. The answer to what happened is a file, ready before the question.

How long to stand up?

The workbench starts from records you already have — batch records, equipment logs, SOPs — with no system replacement required. Run it first on a recent closed deviation to see the case file it builds; it deploys in private cloud or on-prem.

Bring your last deviation.

Watch the workbench assemble the case file live — timeline, conformance checks, candidate causes — from the records you already have.

Request a demo