Research operations teams track enrollment and site performance across CTMS exports, EDC reports, and per-study spreadsheets. Portfolio questions — which sites are consistently slow to activate, where is enrollment falling behind plan, which studies are consuming coordination time — take days to answer and are stale on arrival.
One agreed definition per KPI, with an owner. Dashboards argue less when definitions are settled first.
This architecture consolidates study, site, and enrollment data into one model with agreed definitions for the metrics that drive decisions: activation time, screening-to-enrollment conversion, enrollment versus plan. A portfolio dashboard shows every study and site against plan; automated weekly digests go to study leads; exception flags surface sites drifting beyond thresholds the client sets.
If a metric matters to a decision, it must come from a source system — not a spreadsheet someone remembers to update.
Design principle
Portfolio reviews start from a live, shared view instead of a week of assembly. Site conversations are grounded in consistent numbers. Planning for the next study draws on the organization's own historical performance data — owned, queryable, and documented.
A system you can't operate without the vendor isn't an asset. Ownership is part of the deliverable.
Design principle