Business Challenge

Clinical workflow friction, fragmented data, locally managed changes and high platform costs constrained scale.

Executive Mandate

For a PE-backed growth mandate, create the operating foundation for additional registry services and commercial opportunities.

Work Addressed

Five workstreams spanning site workflow, migration and lineage, cloud architecture, EDC economics and program governance.

Evidence Posture

Reported capacity outcome, documented vendor economics and design requirements, plus planned live-state targets.

01 · Business Challenge

Scaling Clinical Operations Required Aligning Data, Governance and Growth

Legacy data structures and locally managed correction workflows created operational complexity across five practice sites. Field research across 14 clinical actors showed that the future state needed to support real-world patient, coordinator and provider workflows while improving data consistency, change traceability and platform scalability.

Explore operating model assessment
02 · Executive Mandate

Connect Modernization to the PE-Backed Growth Mandate

For a PE-backed real-world evidence organization pursuing expansion, the modernization mandate was also a value-creation mandate. Leadership needed an operating foundation that could support additional registry services and commercial opportunities while improving specialist capacity, strengthening regulated data controls and changing the economics of launching and operating new registries.

PE-backed clinical registry modernization value creation treeA PE-backed growth mandate to expand registry services and commercial opportunities is supported by three value branches: clinical operations and capacity, data integrity and regulated operations, and platform economics and scalable growth. Evidence labels distinguish documented field evidence, reported capacity outcomes, planned targets, documented architecture and design requirements, vendor economics and due diligence. No measured valuation uplift is claimed.PE-BACKED GROWTH MANDATEExpand Registry Services & Commercial OpportunitiesBuild the Operating Foundation for Enterprise Value CreationClinical Operations& Capacity5 sites / 14 clinical actorsDocumented field evidence6 staff days / month saved acrossBiostatistics & CDMReported capacity outcome3d → 1d analytic prep3+mo → <1mo form changesPlanned live success targetsWorkflow research informed a hybrid paper /digital transition rather than assumingall-digital adoption.Data Integrity &Regulated OperationsAWS RDS PostgreSQL DW +Salesforce Data Correction ToolOpenClinica CDISC ODM schemaDocumented design & architectureTime-stamped logging + RBACDesigned to support Part 11 controlsDaily automated pharmacovigilance(PV) safety feedsDocumented workstream capabilityCorrection, audit evidence, and safety-dataprocessing were designed around controlledoperating paths.Platform Economics& Scalable Growth50+ EDC options / 37 user storiesDocumented platform evaluation>$1M build + $250k/yr support feesavoided per registryDocumented COTS cost avoidanceMobile asset technical due diligence(SOW Schedule D)Documented principal evaluationMake / Buy / Assemble economics connectedplatform choice to the commercial growth path.Value drivers shown are documented outcomes, economics, design requirements, or planned targets.No measured valuation uplift is claimed.

PE-backed growth mandate: Expand registry services and commercial opportunities by building the operating foundation for enterprise value creation.

Clinical Operations & Capacity 5 sites / 14 clinical actorsDocumented field evidence 6 staff days / month saved across Biostatistics & CDMReported capacity outcome 3d → 1d analytic prep + 3+mo → <1mo form changesPlanned live success targets Workflow research informed a hybrid paper / digital transition rather than assuming all-digital adoption.
Data Integrity & Regulated Operations AWS RDS PostgreSQL DW + Salesforce Data Correction ToolOpenClinica CDISC ODM schema · Documented design & architecture Time-stamped logging + RBACDesigned to support Part 11 controls Daily automated pharmacovigilance (PV) safety feedsDocumented workstream capability Correction, audit evidence, and safety-data processing were designed around controlled operating paths.
Platform Economics & Scalable Growth 50+ EDC options / 37 user storiesDocumented platform evaluation >$1M build + $250k/yr support fees avoided per registryDocumented COTS cost avoidance Mobile asset technical due diligence (SOW Schedule D)Documented principal evaluation Make / Buy / Assemble economics connected platform choice to the commercial growth path.
View what had to become true
03 · Work Addressed

Five Workstreams Connected Clinical Reality to Scalable Delivery

The engagement combined program governance with four domain workstreams so workflow, data lineage, architecture, safety processing, platform economics and implementation decisions could be evaluated as one modernization program.

01

Overarching Program Governance & PMO

Coordinated executive decisions, sequencing, risks, vendor direction and delivery across four domain workstreams.

Governance Layer
PMO and weekly sprints
Steering committee gate reviews
Risk and dependency tracking
Vendor and decision coordination
02

Clinical Site & Patient Workflow

  • 5 practice sites / 14 clinical actors
  • As-Is / To-Be workflows and 9-frame storyboard
  • Hybrid paper / digital transition model
03

Data Migration & Lineage

  • 16 STATA scripts: source-to-output lineage
  • Legacy CSG / Access archive extraction
  • CDISC ODM gap and validation planning
04

AWS Data Warehouse & Safety Automation

  • PostgreSQL / ECS / Lambda architecture
  • Controlled correction and Part 11 supporting audit design
  • Daily pharmacovigilance extraction workflow
05

EDC Platform Evaluation & Economics

  • 50+ EDC options / 37 business user stories
  • Make / Buy / Assemble and TCO analysis
  • >$1M build + $250k/yr support economics avoided vs COTS

Workstreams, execution evidence, and deliverables

01Overarching Program Governance & PMO
02Clinical Site & Patient Workflow
03Data Migration & Lineage
04AWS Data Warehouse & Safety Automation
05EDC Platform Evaluation & Economics
04 · Governance & Scope Control

Prioritize What Must Be True for Delivery

Scope was separated into must-have, should-have, could-have and deferred requirements so leadership could protect the delivery path while keeping future enhancements visible.

Scope governance: MoSCoW prioritization
05 · Operating Insight

Governed Data Correction as an Enterprise Workflow

Core Operating Insight: A cloud data warehouse cannot establish a single source of truth if analysts continue correcting raw data in local scripts. True data integrity requires converting analyst workarounds into a closed-loop, audited operating process.

DOWNSTREAM CORRECTION

Downstream correction

Analysts fixed data in local scripts, versions drifted, lineage became difficult to reconstruct, and final analytic files could vary by user or workstation.

TARGET GOVERNED CORRECTION

Target governed correction

The documented target design routed corrections through a tracked workflow, updated shared data through managed change, and had analysis consume a common source rather than recreate its own truth.

Governed data correction path reconstructed from workstream artifacts A source derived reconstruction shows an issue identified in reporting or analysis, tracked as a correction item, routed either to a live EDC source correction or controlled historical data correction, verified, then closed or returned for further action. The governed shared data environment then supports reporting, safety case history, and analysis. Correction governance: move the fix back toward the authoritative source The source artifacts show correction as a tracked operating process spanning analysts, data management, sites, and EDC. The shared data environment then supports downstream reporting, safety, and analysis. Issue identified Incomplete or incorrect data Track correction Issue remains visible to closure Determine route Live source or historical data Verify outcome Confirm or return Live EDC / source correction • Route source questions to the appropriate site or data role • Correct the authoritative source record when required Source path Historical / shared data correction • Apply a controlled provisional correction when appropriate • Keep the tracked item open until verification Historical data path Verified shared data environment Common data path supports downstream use after correction verification. Reporting Safety / case history Analysis

Correction governance: move the fix back toward the authoritative source

A tracked correction workflow connects issue detection, source correction, verification, and shared downstream data.

01

Issue identified

Incomplete or incorrect data is detected in reporting, analysis, or data review.

02

Track correction

The issue remains visible while the appropriate correction path is determined.

03

Correct the right layer

Route live source issues back to the EDC or site path; handle historical data through controlled correction.

04

Verify and close

Confirm the correction before the shared data environment feeds downstream use.

Downstream consumers use the shared path

Reporting, safety case history, and analysis consume a common data environment instead of recreating corrections inside local scripts.

06 · Evidence & Results

What the Record Shows

Because the advisory engagement ended before the client’s full benefits-realization period, InteliGems did not independently measure every post-launch outcome. The public record therefore distinguishes reported capacity outcomes, documented vendor economics and design requirements, and planned live-state targets.

>$1M + $250k/yr

Proprietary EDC economics avoided

Documented per-registry build and annual support economics avoided through the selected modular AWS direction.

Documented vendor TCO / cost avoidance
6 days/mo

Specialist capacity released

Reported combined monthly time returned across biostatistics and clinical data management.

Reported capacity outcome
3d → 1d

Analytic file preparation

Planned live state target for the cycle to prepare biostatistical analytic files.

Planned live success target
3+mo → <1mo

Case report form changes

Planned live state target for elapsed time to modify clinical case report forms.

Planned live success target
View the Operating Scorecard Behind the Value Drivers
07 · Executive Leadership Takeaways

What Executive Teams Can Carry Forward

The strongest lesson is not about one platform. Comparable modernization mandates are more credible when clinical operating reality, data controls, platform economics, and delivery governance are evaluated together.

Core Insight

Modernize the Operating Model, Not Only the Technology Stack

Platform modernization creates more value when leadership connects how work is actually performed, how data changes are controlled, what the economics support, and what must be proven before scale.

Clinical Reality

Test the future state against actual workflow

Field research can expose adoption constraints, hidden workload, and transition requirements before they become implementation problems.

Data Integrity

Move recurring correction into a controlled path

Define source lineage, correction rights, validation evidence and review responsibility before scaling downstream analytics or automation.

Growth Economics

Evaluate platform choices against the growth model

Make / Buy / Assemble decisions should connect capability and implementation effort to vendor economics, operating capacity, and the ability to support additional registry services.

Current Context · 2023 to 2026

Current Guidance Reinforces Governed Clinical Data and Accountable Change

These are current external developments, not claims about the historical engagement. The cited FDA and ICH guidance and FDA/EMA Good AI Practice principles address reliable data, traceability, proportionate controls, clear responsibilities, and lifecycle governance in relevant clinical and drug-development contexts.

View current regulatory and AI governance context

Bring the mandate

When important decisions need operating experience, get principal-led support.