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The ABCs of Clinical Trial Management Systems Param Singh, Director of Clinical Trial Management Solutions Life Sciences Business Unit facebook.com/perficient twitter.com/perficient_LS linkedin.com/company/perficient
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The ABCs of Clinical Trial Management Systems

Oct 19, 2014

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Technology

Gone are the days of using spreadsheets to manage clinical trials. Fortunately, a clinical trial management system (CTMS) such as Oracle Siebel CTMS, offers an effective method for streamlining business processes, reducing cost and saving time.

Whether you are a sponsor running global trials or a research organization conducting hundreds of studies, Perficient’s Param Singh, Director of Clinical Trial Management Solutions, will teach you:

What a CTMS is and who needs one
Key functions of a CTMS
CTMS selection process
System types and implementation options
Best practices
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Page 1: The ABCs of Clinical Trial Management Systems

The ABCs of Clinical Trial Management Systems

Param Singh, Director of Clinical Trial Management SolutionsLife Sciences Business Unit

facebook.com/perficient twitter.com/perficient_LSlinkedin.com/company/perficient

Page 2: The ABCs of Clinical Trial Management Systems

Welcome & Introduction

Param SinghDirector of Clinical Trial Management SolutionsLife Sciences, Perficient

• CTMS practice head since 2008– Leads the team that implements, supports, enhances and

integrates Oracle’s CTMS solution

• Extensive Siebel CTMS implementation experience– 14+ years of experience implementing Siebel CTMS

– 30+ implementations and integrations

– Spearheaded the creation of ASCEND, an official Oracle Accelerate Solution for Siebel CTMS

Page 3: The ABCs of Clinical Trial Management Systems

Perficient is a leading information technology consulting firm serving clients throughout

North America and Europe.

We help clients implement business-driven technology solutions that integrate business

processes, improve worker productivity, increase customer loyalty and create a more agile

enterprise to better respond to new business opportunities.

About Perficient

Page 4: The ABCs of Clinical Trial Management Systems

• Founded in 1997

• Public, NASDAQ: PRFT

• 2013 revenue ~$373 million

• Major market locations throughout North America• Atlanta, Boston, Charlotte, Chicago, Cincinnati, Cleveland,

Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Los Angeles, Minneapolis, New Orleans, New York City, Northern California, Philadelphia, Southern California, St. Louis, Toronto and Washington, D.C.

• Global delivery centers in China, Europe and India

• >2,100 colleagues

• Dedicated solution practices

• ~85% repeat business rate

• Alliance partnerships with major technology vendors

• Multiple vendor/industry technology and growth awards

Perficient Profile

Page 5: The ABCs of Clinical Trial Management Systems

BUSINESS SOLUTIONSBusiness IntelligenceBusiness Process ManagementCustomer Experience and CRMEnterprise Performance ManagementEnterprise Resource PlanningExperience Design (XD)Management Consulting

TECHNOLOGY SOLUTIONSBusiness Integration/SOACloud ServicesCommerceContent ManagementCustom Application DevelopmentEducationInformation ManagementMobile PlatformsPlatform IntegrationPortal & Social

Our Solutions Expertise

Page 6: The ABCs of Clinical Trial Management Systems

Life SciencesPr

actic

es /

Solu

tions

ImplementationMigration

Integration

ValidationConsultingUpgrades

Managed ServicesApplication Development

Private Cloud Hosting

Application SupportSub-licensingStudy Setup

Services

Deep Clinical and Pharmacovigilance Applications Expertise

Clinical TrialManagement

Clinical Trial Planning and BudgetingOracle ClearTrial

CTMSOracle Siebel CTMS / ASCEND

Mobile CRA

Clinical Data Management & Electronic Data Capture

CDMSOracle Clinical

Electronic Data CaptureOracle Remote Data Capture

Oracle InForm

Medical CodingOracle Thesaurus Management System

Safety &Pharmacovigilance

Adverse Event ReportingOracle Argus Safety Suite

Oracle AERS / EmpiricaTraceAxway Synchrony Gateway

Signal ManagementOracle Empirica Signal/Topics

Medical CodingOracle Thesaurus Management System

Clinical DataWarehousing & Analytics

Clinical Data WarehousingOracle Life Sciences Data Hub

Clinical Data AnalyticsOracle Clinical Development Analytics

JReview

Data Review and CleansingOracle Data Management Workbench

Clients

Page 7: The ABCs of Clinical Trial Management Systems

Welcome & Introductions

CTMS Practice Services

ImplementationManage implementations of Siebel CTMS/ASCEND and Mobile CRA

IntegrationBuild interfaces between Siebel CTMS and other clinical and safety systems

TrainingDevelop and/or deliver standard and custom training classes and materials

Process GuidanceProvide insight, advice and solutions for specific CTMS issues based on industry best practices

Page 8: The ABCs of Clinical Trial Management Systems

Today’s Agenda

Time Topic1:00‐1:05 Welcome and Introduction1:05‐1:15 What is a CTMS and Who Needs One1:15‐1:25 Key Functions of a CTMS1:25‐1:30 CTMS Selection Process1:30‐1:35 System Types & Implementation Options1:35‐1:45 Best Practices1:45‐2:00 Q&A

Page 9: The ABCs of Clinical Trial Management Systems

What is a CTMS?

• Web-based technology solution that centralizes the management aspects of clinical trials

• Results in streamlined business processes and reduced time and cost for most trials

• Enables informed decision-making based on real-time data

• Simplifies historical reporting

Page 10: The ABCs of Clinical Trial Management Systems

Who Needs a CTMS?

• Any sponsor organization, clinical research organization or academic medical center that:– Manages multiple clinical trials on an ongoing basis– Wants to centralize and standardize the management of

clinical trials and the associated business processes– Wants to reduce study start-up time and associated costs

while increasing efficiencies

Page 11: The ABCs of Clinical Trial Management Systems

Key Functions of a CTMS

• Investigator and Site Database– Cataloging the history and details

of all individuals and organizations associated with clinical trials

– Accelerating feasibility analyses during investigator and site selection

• Study Set-Up– Tracking essential documents– Planning for study expenses– Standardizing visit and payment schedules

Page 12: The ABCs of Clinical Trial Management Systems

Key Functions of a CTMS

• Site Management– Tracking of site budgets and investigator payments– Tracking of subject enrollment and progression – Tracking of investigational product and ancillary supplies– Tracking of protocol deviations and follow-up issues– Tracking of site visits and monitoring reports

Page 13: The ABCs of Clinical Trial Management Systems

Key Functions of a CTMS

• Subject Tracking– Tracking overall subject enrollment– Tracking individual subject visits and activities– Tracking subject status at any time

• Document Tracking– Tracking regulatory and other documents based on a study, site,

individual or company– Tracking single documents or document packages

Page 14: The ABCs of Clinical Trial Management Systems

Key Functions of a CTMS

• Financial Tracking– Monitoring expenses across a project– Tracking investigator payments based on completed activities or

milestones– Tracking pass-through expenses at the site or study level

• Reporting– Monitoring trip reports– Document tracking reports– Payment reports

Page 15: The ABCs of Clinical Trial Management Systems

Selecting a CTMS

• Requirements – Organization gathers requirements from business users, IT and

other stakeholders– Requirements are reviewed, finalized and prioritized

• Demos – Vendor RFPs are distributed and responses received– Demos are scheduled by multiple vendors– Gap analyses are performed– Short list of best-fit systems is developed

• Final Selection– Following further demos, additional requirement reviews and

detailed sales discussions

Page 16: The ABCs of Clinical Trial Management Systems

Consideration: System Types

• Standard CTMS: – Out-of-the-box system without

organization-specific customizations– Shorter implementation time, but may not meet all of the

organization’s requirements• CTMS Accelerator:

– Pre-configured version of a standard CTMS that includes commonly-requested configurations and enhanced functionality

– Can satisfy many of the organization’s key requirements without additional development

– Less time and cost than a customized system

Page 17: The ABCs of Clinical Trial Management Systems

Consideration: System Types

• Customized CTMS: – Standard or accelerator system

that is tailored to organizationspecific configurations and/or enhancements

– Implementations can be up to and over several months– Costs can be up to and over $1M, depending on the system

chosen and level of customization• Costs can be reduced by starting with an accelerator

Page 18: The ABCs of Clinical Trial Management Systems

Consideration: Implementation Options

• In-House: – Hardware and software is owned, housed and operated by the

organization and maintained by its IT department

• Hosted: – Hardware and software is housed and maintained off-site by a third

party

Page 19: The ABCs of Clinical Trial Management Systems

Consideration: Hosting Options

• Dedicated Hosting: – You own the software and the servers, but the servers are

housed/maintained by a data center• Shared Hosting:

– You own the software, but the servers are owned, housed, maintained by a data center and can be shared by others

• Cloud Computing/SaaS: – You lease the use of the software and servers

Page 20: The ABCs of Clinical Trial Management Systems

Best Practices: Selection Process

• Collect requirements from ALL stakeholders• Consider requirements beyond system functionality• Prioritize and define your evaluation scale

– Consider whether you need all requirements met immediately or whether some can wait for a future phase

Page 21: The ABCs of Clinical Trial Management Systems

Best Practices: Implementation Strategy

• “Big Bang”– All aspects of implementation

completed simultaneously• Phased

– Implementation is broken up into chunks, such as:

Basic InstallationPoint Release for 

Custom Configurations

Data Migration & Retirement of Legacy Systems

Integrations

Page 22: The ABCs of Clinical Trial Management Systems

Best Practices: Before Implementation

• Assemble your project team• Determine the tasks,

deliverables, deadlines and responsible resources

• Create a scope control plan• Design your communication plan• Begin your SOP gap analysis• Begin analyzing the

organizational structure

Page 23: The ABCs of Clinical Trial Management Systems

Best Practices: During Implementation

• Adhere to the project charter and the communication plan

• Design your rollout plan• Design your training plan• Design your support plan• Involve users early and often• Create a “data standards” document• Mandate the use of CTMS

Page 24: The ABCs of Clinical Trial Management Systems

Questions?

Page 25: The ABCs of Clinical Trial Management Systems

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