Tech Transfer Protocol Management

Build Once. Clone Globally. Execute Everywhere.

Maintain a centralized library of approved protocols, then deploy them to any CDMO organization in minutes — with full access control, data integrity, and regulatory compliance built in.

End-to-End Tech Transfer

Five steps from library to execution. Valkit.ai's organizational cloning architecture moves validated protocols from sponsor to CDMO with structure, content, and configuration intact.

1

Build a Library

Sponsor maintains a master library with approved protocols, requirements, risk assessments, and test cases.

2

Clone to CDMO

Global Clone deploys packages to CDMO organizations in minutes. Tags enable site-specific customization.

3

Control Visibility

CDMOs see only their own organization. The Sponsor sees all. No cross-CDMO visibility.

4

Limit to Execution

CDMO personnel execute test steps, record results, and capture evidence. No authoring or approving.

5

Collaborate & Approve

Sponsor stakeholders review and approve remotely with PIN-authenticated e-signatures.

Sponsor Library

Build and maintain a master library of approved validation packages that serve as the single source of truth for every tech transfer engagement. IQ/OQ/PQ protocol suites, equipment commissioning, cleaning and process validation packages; pre-authored sections with AI-generated requirements, risk assessments, and test protocols; reusable tag libraries; full customization of cloned packages in less than 5 minutes.

  • IQ/OQ/PQ protocol suites, equipment commissioning, cleaning and process validation packages
  • Pre-authored sections with AI-generated requirements, risk assessments, and test protocols
  • Reusable tag libraries for metadata — location, serial number, model, and custom fields
  • Package-level settings for regulations, document types, stakeholder roles, and deviation configurations

What the Library Contains

  • Validation Plans
  • Requirements Specs
  • Risk Assessments
  • Test Cases
  • Summary Reports
  • Trace Matrices

Package Types

  • IQ/OQ/PQ Protocols
  • Equipment Commissioning
  • Cleaning Validation
  • Process Validation
  • Utility Qualification
  • Custom Packages

Global Clone

Clone entire validation packages — documents, structure, content, formatting, and configuration — from the sponsor's master library to any CDMO organization. Content, formatting, and package settings carried over; tag libraries enable rapid site-specific customization after clone; sponsor maintains admin visibility of all cloned organizations.

What Gets ClonedDetail
All Documents & StructureCloned intact
Content & FormattingCarried over
Package Settings & ConfigIncluded
Data Capture TablesOptional
Test Execution ResultsPer clone
Evidence & ApprovalsPer execution

Visibility & Access Control

Each CDMO organization is fully isolated. The Sponsor, as Admin/Owner across all organizations, maintains complete oversight while CDMOs operate independently. Sponsor views all CDMO organizations and their packages; each CDMO sees only their own organization with no cross-CDMO visibility; CDMO access can be limited to Execution role only.

Sponsor Organization

Admin/Owner — sees all organizations, monitors progress, reviews & approves remotely

CLONES PROTOCOLS TO

CDMO A — Dublin

Sees self only

CDMO B — Singapore

Sees self only

CDMO C — Indiana

Sees self only

Multi-Stakeholder Collaboration

Sponsor, CDMO & vendor roles. Configure granular permissions per document within each validation package. Roles with Execute permission cannot hold Approve rights on the same document. Selecting Approve automatically grants Review permission; stakeholders must accept the organization invitation before assignment.

RolePermissionsDetail
SponsorAuthor · Reviewer · ApproverBuild & maintain protocols, QA review remotely, e-signature approval. Full visibility across all CDMOs.
CDMOExecutorExecute test protocols, record pass/fail results, capture evidence & screenshots, create deviations on failures.
VendorAuthor · Reviewer · CustomDraft technical content, commission & qualify. Assigned per-document RACI with custom roles as needed.

Tech transfer from sponsor to CDMO with full access control, data integrity, and regulatory compliance. Sponsor maintains a master library; Global Clone deploys to any CDMO in minutes; organization-level isolation and execution-only roles keep visibility and authoring under sponsor control.

Tech Transfer Validation for CDMOs | Valkit.ai