01
Real-time portfolio oversight
Every study, site, and milestone on one dashboard. No more chasing PMs or waiting for Monday morning reports.
02
Faster startup = faster revenue
Integrated contracts, budgets, training, and site activation compress timelines. Every week saved accelerates submission.
03
Audit-ready at all times
ICH-GCP, FDA 21 CFR Part 11, GDPR, and Annex 11 built in. eTMF stays current so inspections are never a scramble.
04
Eliminate tech stack sprawl
Replace 8–12 disconnected systems with one platform. Fewer vendor contracts, zero integration failures.
05
Trusted data for executive decisions
Enrollment forecasts and site performance from a single source of truth.
01
Everything in one place
Study management, site activation, documents, monitoring, and deviations all connected so teams can work in one platform.
02
Automated milestone tracking
Built-in workflows alert you when a task is overdue or a site is falling behind so you can intervene before a delay happens.
03
Study startup acceleration
Parallel workflows for contracts, IRB, training, and site activation can run at the same time.
04
Deviation and CAPA in the same system
Flag a deviation, open a CAPA, assign it, track resolution, and document everything without leaving the platform.
05
Reporting without manual work
Real-time reports auto-generated from live data. Weekly sponsor updates take minutes, not hours.
01
Faster site activation
Contracts, budgets, regulatory docs, and training tracked in one workflow. See exactly where each site is and push forward without email chains.
02
Integrated training (LMS)
Assign curricula, track completions, and confirm site readiness before initiation, all inside the platform.
03
Site visit management end to end
Manage feasibility, SIV, and monitoring visits in one place. Reports, findings, and action items linked to the site record.
04
Document repository always current
eTMF continuously updated · stop chasing sites for missing documents or worrying about version control before an audit.
05
AE/SAE and deviation tracking by site
See which sites have open deviations or unresolved AEs in real time and prioritize your attention accordingly.
01
Visit reports that write themselves
Reports pre-populated with site metrics, prior findings, and open action items. No rebuilding from scratch after travel.
02
SDV and query management in the EDC
Flag discrepancies, track responses, and close queries in the same system.
03
Always-current regulatory binder
24/7 eTMF access to the latest site documents. Know exactly what's missing or expired before every visit.
04
Action items tracked across visits
Issues from one visit automatically carry forward as open items in the next. Nothing falls through the cracks.
05
Mobile-accessible and cloud-based
Complete visit documentation on-site in real time from any device. Faster submission, fewer errors, no post-travel catch-up.
Portfolio Command Center
VP Clinical Operations · Q1 2026 · 14 Active Studies
March 30, 2026
Operational overview
Active studies
14
2 this quarter
Sites activated
138
12 this month
Critical findings
7
3 escalated
Financial overview
Portfolio budget
$48M
FY2026
Spent to date
$18.6M
39% · on pace
Cost/patient
$10.1K
$1.2K below plan
At budget risk
3
Amendment likely
Phase breakdown 14 studies
Budget burn rate by study 3 at risk
StudyBudgetSpentBurnedBurn vs timelineStatus
STUDY-301 · Ph III$8.4M$2.9M35%On budget
STUDY-204 · Ph II$4.8M$2.3M48%At risk
STUDY-415 · Ph III$9.1M$4.6M51%Overspend
Study Command Center
Clinical Trial PM · STUDY-301 Phase III · Day 187 of 540
On Track
Overall progress
35%
+3% vs plan
Open queries
84
+11 this week
Overdue tasks
6
2 critical path
Enrollment pacing Ahead +3%
Critical path tasks 6 overdue
TaskOwnerDueStatus
IRB amendmentJ. PatelMar 24Overdue
SAE reconciliationM. ChenMar 27Overdue
Site 07 monitoringR. TorresApr 2At risk
Deviations & CAPA 3 critical
Site Operations Center
Clinical Trial Manager · STUDY-301 · 18 Sites
14 Active · 3 Setup · 1 Closed
Sites activated
14/18
2 this month
Training comply
81%
4 sites below
AEs / SAEs
23 /4
2 new SAEs
eTMF complete
78%
31 docs missing
Visits this month
11
3 reports pending
Site activation status All 18 sites
SiteRegionProgressIRBStatus
N. America100%ApprovedActive
Middle East34%Not sub.Delayed
Visit schedule Apr–May
TypeSiteCRADateStatus
MonSite 07R. TorresApr 2Overdue
SIVSite 16A. HassanApr 7Sched.
MonSite 02M. ChenApr 11At Risk
CRA Monitoring Workspace
Clinical Research Associate · Region West · 6 Assigned Sites
2 visits this week
SDV complete
82%
+5% this week
SDV completion by site 6 sites
Immediate priorities Today
!
Site 07 monitoring report overdue
Submit before end of day to avoid escalation.
!
3 source discrepancies pending SDV
Subject IDs 104, 119, and 133 require verification.
i
Site 11 binder expiring document
Investigator CV expires in 9 days.
Recent site activity Last 7 days
Site 03 · Query batch resolvedClosed
Site 07 · CAPA pending responsePending
Site 02 · Missing delegation logEscalate
Site 11 · Visit follow-up completeDone
Visit prep checklist Ready
✓Open findings reviewed
✓Latest protocol version confirmed
!2 documents nearing expiration
✓Prior action items loaded