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10 Things to Consider When Building a
CTMS Business Case
Param Singh, Director of Clinical Trial Management Solutions
Life Sciences Business Unit
facebook.com/perficient twitter.com/perficient_LSlinkedin.com/company/perficient
Welcome & Introduction
Param Singh
Director of Clinical Trial Management Solutions
Life 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
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
• 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
BUSINESS SOLUTIONS
Business Intelligence
Business Process Management
Customer Experience and CRM
Enterprise Performance Management
Enterprise Resource Planning
Experience Design (XD)
Management Consulting
TECHNOLOGY SOLUTIONS
Business Integration/SOA
Cloud Services
Commerce
Content Management
Custom Application Development
Education
Information Management
Mobile Platforms
Platform Integration
Portal & Social
Our Solutions Expertise
Life SciencesPractices/Solutions
Implementation
Migration
Integration
Validation
Consulting
Upgrades
Managed Services
Application Development
Private Cloud Hosting
Application Support
Sub-licensing
Study Setup
Services
Deep Clinical and Pharmacovigilance Applications Expertise
Clinical Trial
Management
Clinical Trial Planning and Budgeting
Oracle ClearTrial
CTMS
Oracle Siebel CTMS / ASCEND
Mobile CRA
Clinical Data Management
& Electronic Data Capture
CDMS
Oracle Clinical
Electronic Data Capture
Oracle Remote Data Capture
Oracle InForm
Medical Coding
Oracle Thesaurus Management System
Safety &
Pharmacovigilance
Adverse Event Reporting
Oracle Argus Safety Suite
Oracle AERS / Empirica Trace
Axway Synchrony Gateway
Signal Management
Oracle Empirica Signal/Topics
Medical Coding
Oracle Thesaurus Management System
Clinical Data
Warehousing & Analytics
Clinical Data Warehousing
Oracle Life Sciences Data Hub
Clinical Data Analytics
Oracle Clinical Development Analytics
JReview
Data Review and Cleansing
Oracle Data Management Workbench
Clients
Welcome & Introductions
CTMS Practice Services
Implementation
Manage implementations of
Siebel CTMS/ASCEND and
Mobile CRA.
Integration
Build interfaces between
Siebel CTMS and other
clinical and safety systems.
Training
Develop and/or deliver
standard and custom training
classes and materials.
Process Guidance
Provide insight, advice and
solutions for specific CTMS
issues based on industry
best practices.
Today’s Agenda
Time (ET) Topic
11:00‐11:05 Welcome and Introduction
11:05‐11:30 Count Down of Top 10 Things to 
Consider When Building a CTMS 
Business Case
11:30‐11:45 Live Demonstration of 2 Features, Voted 
on by You
11:45‐12:00 Q&A
Consideration #10
Simpler Maintenance
Maintain one commercial system, usually with
support from the vendor, rather than multiple
spreadsheets and/or home-grown databases
Consideration #10: Why?
• Minimal duplicate data entry and error resolution
• No confusion about the stored location or most current
version
• No need to maintain expertise in house; rely on
vendor
– Vendor supplies updates, patches and bug fixes
• Hosting makes it even simpler; no need to maintain IT
infrastructure
Consideration #9
Centralized Investigator Database
Store past, present and future investigator
information in a central location that can be
queried during site selection
Consideration #9: Why?
• One master record with multiple read-only
“associations”
– People, organizations and addresses are stored
separately and then associated to one another
as appropriate
• Centralized maintenance = cleaner data
• Can capture additional metadata from
standardized dropdown lists
• Easier to query
Consideration #8
Transparent Financial Tracking
Monitor planned costs vs. actual spend vs.
outstanding balances for investigators, sites,
sponsors and vendors
Consideration #8: Why?
• Investigator payments, IRB fees, vendor
expenses, etc. in one place provides a
comprehensive picture
• Enforces business rules and SOX compliance
through payment statuses that can only be
updated by authorized users
• Helps to identify potential cost savings and to plan
better for future trials
Consideration #7
Streamlined Document Tracking
Create standardized lists of documents to be
collected over the course of various types of trials,
and track standardized dates and
other information against
those lists
Consideration #7: Why?
• Enforces standardization and consistency in the
information gathered and the method for gathering
it
• Allows users to update multiple document records
and/or fields simultaneously
• Enables quick identification of documents that are
still outstanding, expired, about to expire, etc.
Consideration #6
Increased Recruitment Visibility
Track subject enrollment
across studies and
clinical programs
against planned targets
Consideration #6: Why?
• Identify high- vs. low-performing investigators
• Learn which sites are experiencing the greatest
number of screen failures and early terminations
and why
• Capture metrics on planned vs. actual recruitment
• Accurately plan monitoring resources
Consideration #5
Ability to Integrate
Streamline processes even further through
automated interfaces
with other clinical and safety
systems
Consideration #5: Why?
• One “source” system for each kind of clinical data
• Fewer data entry/maintenance resources needed
• Less data investigation and correction needed
• No need to log into multiple systems to find answers
• Processes are completed consistently and quickly
Consideration #4
Greater Compliance
Adhere to regulatory requirements and guidelines
through user access controls, enforced processes,
and behind-the-scenes
tracking, such as
audit trails
Consideration #4: Why?
• Much easier to validate and keep
validated/controlled than spreadsheets
• Much easier to control access: system as a whole
and specific records
• Fewer deviations
• Greater data integrity
• Smoother audits
Consideration #3
Robust Reporting
Answer questions quickly and easily with ad hoc and
canned reports that query one
centralized database
Consideration #3: Why?
• Stores historical and current data
• Stores ALL clinical trial data, from subject
recruitment to vendor payments to investigator
information
• Offers high level and detailed reporting capabilities
• Provides access to real-time data, especially with
integrations; no more out-dated reports
Consideration #2
Informed Decision-Making
Identify trends and inconsistencies
across investigators, trials
and business units
Consideration #2: Why?
• Real-time, comprehensive data enables nimble,
smart decision-making
• Identify strengths and weaknesses in PIs,
vendors, and even your own organization
• Identify areas of risk and put processes in place to
mitigate
• Make changes to current trials and plan better for
future trials
Consideration #1
Scalable Growth
Increase the number and size of the trials you
manage with fewer additional resources
Consideration #1: Why?
• No organization can afford to spend exponentially
to grow exponentially
• Scalable software solutions are the answer
• CTMS consolidates and streamlines subject
tracking, investigator payments, document
tracking, financial tracking, site monitoring, and
more, allowing you to manage more and larger
trials with less
Top 10 Considerations
10. Simpler Maintenance
9. Centralized Investigator Database
8. Transparent Financial Tracking
7. Streamlined Document Tracking
6. Increased Recruitment Visibility
5. Ability to Integrate
4. Greater Compliance
3. Robust Reporting
2. Informed Decision-Making
1. Scalable Growth
Siebel Clinical ASCEND
31
www.facebook.com/perficient
www.perficient.com
www.twitter.com/perficient_LS
Thank You!
For more information, please contact:
Param.Singh@perficient.com
LifeSciencesInfo@perficient.com (Sales)
+44 (0) 1865 910200 (U.K. Sales)
+1 877 654 0033 (U.S. Sales)

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10 Things to Consider When Building a CTMS Business Case

  • 1. 10 Things to Consider When Building a CTMS Business Case Param Singh, Director of Clinical Trial Management Solutions Life Sciences Business Unit facebook.com/perficient twitter.com/perficient_LSlinkedin.com/company/perficient
  • 2. Welcome & Introduction Param Singh Director of Clinical Trial Management Solutions Life 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
  • 3. 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
  • 4. • 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
  • 5. BUSINESS SOLUTIONS Business Intelligence Business Process Management Customer Experience and CRM Enterprise Performance Management Enterprise Resource Planning Experience Design (XD) Management Consulting TECHNOLOGY SOLUTIONS Business Integration/SOA Cloud Services Commerce Content Management Custom Application Development Education Information Management Mobile Platforms Platform Integration Portal & Social Our Solutions Expertise
  • 6. Life SciencesPractices/Solutions Implementation Migration Integration Validation Consulting Upgrades Managed Services Application Development Private Cloud Hosting Application Support Sub-licensing Study Setup Services Deep Clinical and Pharmacovigilance Applications Expertise Clinical Trial Management Clinical Trial Planning and Budgeting Oracle ClearTrial CTMS Oracle Siebel CTMS / ASCEND Mobile CRA Clinical Data Management & Electronic Data Capture CDMS Oracle Clinical Electronic Data Capture Oracle Remote Data Capture Oracle InForm Medical Coding Oracle Thesaurus Management System Safety & Pharmacovigilance Adverse Event Reporting Oracle Argus Safety Suite Oracle AERS / Empirica Trace Axway Synchrony Gateway Signal Management Oracle Empirica Signal/Topics Medical Coding Oracle Thesaurus Management System Clinical Data Warehousing & Analytics Clinical Data Warehousing Oracle Life Sciences Data Hub Clinical Data Analytics Oracle Clinical Development Analytics JReview Data Review and Cleansing Oracle Data Management Workbench Clients
  • 7. Welcome & Introductions CTMS Practice Services Implementation Manage implementations of Siebel CTMS/ASCEND and Mobile CRA. Integration Build interfaces between Siebel CTMS and other clinical and safety systems. Training Develop and/or deliver standard and custom training classes and materials. Process Guidance Provide insight, advice and solutions for specific CTMS issues based on industry best practices.
  • 8. Today’s Agenda Time (ET) Topic 11:00‐11:05 Welcome and Introduction 11:05‐11:30 Count Down of Top 10 Things to  Consider When Building a CTMS  Business Case 11:30‐11:45 Live Demonstration of 2 Features, Voted  on by You 11:45‐12:00 Q&A
  • 9. Consideration #10 Simpler Maintenance Maintain one commercial system, usually with support from the vendor, rather than multiple spreadsheets and/or home-grown databases
  • 10. Consideration #10: Why? • Minimal duplicate data entry and error resolution • No confusion about the stored location or most current version • No need to maintain expertise in house; rely on vendor – Vendor supplies updates, patches and bug fixes • Hosting makes it even simpler; no need to maintain IT infrastructure
  • 11. Consideration #9 Centralized Investigator Database Store past, present and future investigator information in a central location that can be queried during site selection
  • 12. Consideration #9: Why? • One master record with multiple read-only “associations” – People, organizations and addresses are stored separately and then associated to one another as appropriate • Centralized maintenance = cleaner data • Can capture additional metadata from standardized dropdown lists • Easier to query
  • 13. Consideration #8 Transparent Financial Tracking Monitor planned costs vs. actual spend vs. outstanding balances for investigators, sites, sponsors and vendors
  • 14. Consideration #8: Why? • Investigator payments, IRB fees, vendor expenses, etc. in one place provides a comprehensive picture • Enforces business rules and SOX compliance through payment statuses that can only be updated by authorized users • Helps to identify potential cost savings and to plan better for future trials
  • 15. Consideration #7 Streamlined Document Tracking Create standardized lists of documents to be collected over the course of various types of trials, and track standardized dates and other information against those lists
  • 16. Consideration #7: Why? • Enforces standardization and consistency in the information gathered and the method for gathering it • Allows users to update multiple document records and/or fields simultaneously • Enables quick identification of documents that are still outstanding, expired, about to expire, etc.
  • 17. Consideration #6 Increased Recruitment Visibility Track subject enrollment across studies and clinical programs against planned targets
  • 18. Consideration #6: Why? • Identify high- vs. low-performing investigators • Learn which sites are experiencing the greatest number of screen failures and early terminations and why • Capture metrics on planned vs. actual recruitment • Accurately plan monitoring resources
  • 19. Consideration #5 Ability to Integrate Streamline processes even further through automated interfaces with other clinical and safety systems
  • 20. Consideration #5: Why? • One “source” system for each kind of clinical data • Fewer data entry/maintenance resources needed • Less data investigation and correction needed • No need to log into multiple systems to find answers • Processes are completed consistently and quickly
  • 21. Consideration #4 Greater Compliance Adhere to regulatory requirements and guidelines through user access controls, enforced processes, and behind-the-scenes tracking, such as audit trails
  • 22. Consideration #4: Why? • Much easier to validate and keep validated/controlled than spreadsheets • Much easier to control access: system as a whole and specific records • Fewer deviations • Greater data integrity • Smoother audits
  • 23. Consideration #3 Robust Reporting Answer questions quickly and easily with ad hoc and canned reports that query one centralized database
  • 24. Consideration #3: Why? • Stores historical and current data • Stores ALL clinical trial data, from subject recruitment to vendor payments to investigator information • Offers high level and detailed reporting capabilities • Provides access to real-time data, especially with integrations; no more out-dated reports
  • 25. Consideration #2 Informed Decision-Making Identify trends and inconsistencies across investigators, trials and business units
  • 26. Consideration #2: Why? • Real-time, comprehensive data enables nimble, smart decision-making • Identify strengths and weaknesses in PIs, vendors, and even your own organization • Identify areas of risk and put processes in place to mitigate • Make changes to current trials and plan better for future trials
  • 27. Consideration #1 Scalable Growth Increase the number and size of the trials you manage with fewer additional resources
  • 28. Consideration #1: Why? • No organization can afford to spend exponentially to grow exponentially • Scalable software solutions are the answer • CTMS consolidates and streamlines subject tracking, investigator payments, document tracking, financial tracking, site monitoring, and more, allowing you to manage more and larger trials with less
  • 29. Top 10 Considerations 10. Simpler Maintenance 9. Centralized Investigator Database 8. Transparent Financial Tracking 7. Streamlined Document Tracking 6. Increased Recruitment Visibility 5. Ability to Integrate 4. Greater Compliance 3. Robust Reporting 2. Informed Decision-Making 1. Scalable Growth
  • 31. 31
  • 32. www.facebook.com/perficient www.perficient.com www.twitter.com/perficient_LS Thank You! For more information, please contact: Param.Singh@perficient.com LifeSciencesInfo@perficient.com (Sales) +44 (0) 1865 910200 (U.K. Sales) +1 877 654 0033 (U.S. Sales)