IQVIA OCE Personal development
CLM detail aids, built for the field.
We design and build IQVIA OCE Personal CLM presentations for pharma, biotech, and medical device teams. They're interactive detail aids that run in OCE, hold up in a real conversation, and capture insight back to the team. We're one of only three certified IQVIA agency partners in Canada, and we've completed 150+ OCE builds since 2020.
An interactive tool your reps can use in a real conversation.
An OCE Personal CLM lets a rep move through the story based on the conversation, open supporting data, play media, and capture what a healthcare professional engaged with. A good one works just as well for a two-minute hallway chat as a full sit-down, which takes planning before anyone starts building. If you're weighing OCE against Veeva first, our take is here: Veeva vs IQVIA OCE.
From approved content to a field-ready OCE build.
Most of the risk in an OCE Personal project sits in the decisions made before the build: how the rep navigates, what's approved versus still moving, which devices matter, and what you want to capture. We work those out with you first, then build to IQVIA's technical and compliance requirements and test before handoff. We build on both platforms, so if you also run Veeva, we can keep content consistent across Veeva CRM and CLM too.
Talk through a buildIQVIA OCE Personal CLM services
IQVIA OCE Personal is the CLM app in IQVIA's Orchestrated Customer Engagement (OCE) platform. Whether you're starting from a PDF, moving off another platform, or delivering in two languages, we handle the parts of a build that slow teams down. It's the same work we take on across life sciences, on both IQVIA OCE and Veeva.
PDF and PowerPoint to OCE CLM
Static PDF and PowerPoint decks rebuilt as interactive OCE presentations, so existing content becomes something a rep can move through.
IQVIA to Veeva migration
Moving decks between platforms, in either direction, with the content, navigation, and interactivity carried across intact.
Bilingual and PAAB-ready
English and French versions built to stay in step, packaged for PAAB review so Canadian approval goes smoothly.
Personalized with OCE data
Content that pulls live OCE data, greets the HCP by name, and writes reactions straight back into the CRM.
Animation and rich media
Custom JavaScript animation, video, and interactive builds that reveal data step by step and keep the conversation moving.
Matching OCE approved email
Most CLMs come with a matching OCE approved email, so the field and the inbox tell the same story.
From kickoff to a deployed CLM
Every OCE Personal build runs through the same four stages, so you always know where yours stands and what happens next.
Plan
We map the navigation, key messages, the OCE data you want to capture, and the devices your reps carry, so the build starts from settled decisions instead of guesses.
Design
Layouts drawn for the iPad screen and your brand, tight to guidelines, so what a rep hands over looks right and reads clearly at arm's length.
Build
Interactive OCE presentations in HTML and JavaScript, with animation, media, offline support, and key messages tagged so the field conversation feeds the CRM.
QA and handoff
Tested to IQVIA's requirements on the supported devices, packaged for upload, and handed over with clean source files and documentation.
Certified for OCE Personal
We're one of only three certified IQVIA agency partners in Canada, the only one certified in both OCE Personal and OCE Email, and a Global Partner of the Year winner. The work meets IQVIA's requirements the first time.
Built on both platforms
We build for IQVIA OCE and Veeva. That means honest advice about what fits your ecosystem, and content planned so it survives a platform move.
A Canadian team
Fifth and Missing Design Group is a Canadian agency. For Canadian affiliates, that means content adapted for PAAB review and bilingual requirements, handled by people who work in that context.
An IQVIA OCE Personal CLM built for the field
A few screens from an IQVIA OCE Personal CLM we built for BioSyent, interactive detail aids for their specialty pharma field team. Read the BioSyent IQVIA OCE CLM case study.
Common questions
What is IQVIA OCE Personal?
OCE Personal is IQVIA's CLM app, the one a rep uses to present an interactive detail aid to a healthcare professional. We design and build that content: the navigation, animation, media, and tracking that make it work in the field, packaged to IQVIA's requirements.
Can you turn our PowerPoint or PDF into an OCE Personal CLM?
Yes, that's a common starting point. A deck or PDF is a workable source, but it isn't a drop-in. The content still needs navigation, key-message structure, tracking, and IQVIA-ready packaging worked out before the build, which we do with you first.
Do you build content to IQVIA specifications?
Yes. We work within IQVIA's technical and compliance requirements from the start and test every asset before handoff, which keeps review and deployment straightforward rather than a round of rejected uploads.
Will the CLM work offline and across devices?
Yes. We build for the devices your field team actually uses and for situations where the connection is unreliable or unavailable, and we test on the supported platforms rather than assuming one version behaves the same everywhere.
How fast can you turn around an OCE Personal CLM?
It depends on the size. A typical OCE Personal CLM runs 5 to 10 business days from approved content to a field-ready build. For a rush, we can turn a small CLM of one to three slides around in about 48 hours, fully functional. Tell us the deadline and we'll be straight about what fits.
How much does an IQVIA OCE Personal CLM cost?
It depends on the size, the slide count, and how much animation and interactivity you need. A small, focused CLM costs less than a large multi-sequence deck with custom builds. If you've got a project in mind, let's chat and figure out what it would cost, no pressure.
Can you migrate our IQVIA OCE CLMs to Veeva?
Yes. We build on both platforms and handle conversions in both directions, keeping the content, navigation, and interactivity intact. If you're weighing a move, we'll tell you what carries over cleanly and what needs a rebuild.
Which iPad models and devices do you support?
We build for the iPad models your field team carries and test across them, so a detail aid holds its layout whether a rep is on an older iPad or the latest one. We confirm the target devices during planning.
Can you work with our MLR team and existing agency?
Yes. We slot into how your team already works, taking approved content and references from your brand or agency team and building to what MLR and IQVIA expect, so review stays straightforward.
Do you capture analytics and insight from the field?
Yes. We structure key messages and tag content so OCE records what a healthcare professional engaged with, and interactive prompts write reactions back to the CRM. That gives the brand team a read on which messages land.
Are you a certified IQVIA partner?
Yes. Fifth and Missing Design Group is one of only three certified IQVIA marketing agency partners in Canada, the only Canadian agency certified in both OCE Personal and OCE Email, and a winner of the IQVIA Technologies Global Partner of the Year Award. We've completed 150+ OCE builds since 2020.