See stage, owner, and aging without rebuilding the summary.
Stages, left to right: Intake, Feasibility, Budget, Contract, IRB, Activation.
TrialConnx gives CRO and sponsor startup teams one live status across every site, so you see who is stuck and move activation without another status meeting.
What changes
You already run startup across sites. TrialConnx replaces the chase with one view the sponsor call can start from.
What you stop doing by hand
Filter by study, sponsor, aging, or stage. You see who needs attention before the sponsor call.
Stages, left to right: Intake, Feasibility, Budget, Contract, IRB, Activation.
See how long each stage is taking, so you spot sites that need attention before the next status call.
When several sites are stuck at the same stage, you see it once instead of chasing each site on its own.
You see who has the next step: site, sponsor, CRO, PI or department, contracts, or IRB. TrialConnx shows who has it. It does not do the step for you.
Working with sites
Sponsors and CROs use TrialConnx while sites keep their process. You share stage, owner, and aging.
The portfolio
TrialConnx is the portfolio view of activation. A study manager sees progress by site, by country, and by CRA, the monitors who oversee sites, then the rest of the book, without starting a new spreadsheet for each.
Each site shows its stage, its owner, and what is bottlenecked. Compare sites in one country, or across countries, without calling them one by one.
The same stages run across the studies in startup. Open the portfolio by study, by sponsor, by country, by CRA, by stage, or by how long work has been sitting.
What is stuck
TrialConnx shows the stage, how long it has been sitting, and the person or group with the next step. That is how a study manager finds the sites that need a call.
Aging and cycle time sit on the startup view, so a slow stage is visible before the status meeting.
Site, sponsor, CRO, PI or department, contracts, or IRB. The hold-up has a name, so the next conversation goes there.
Aging, bottlenecks, cycle time, how close sites are to opening, and the health of the portfolio. No one builds a slide first.
Your CTMS
It sits with the CTMS sponsors and CROs already run, including OnCore, Veeva, Medidata, WCG, and RealTime. TrialConnx keeps that system up to date as each site opens, so teams do not enter the same study and site details twice. When a site is ready to open, the startup record moves into that system.
Study number, sponsor, PI, and the sites on the study move with the record.
The point a site is ready to open is part of what crosses over.
Approved budget, contract status, and IRB approval travel with the study, tied to those sites.
How the handoff is set up: Study startup vs CTMS.
FAQ
Open the study in TrialConnx. Each site shows its stage, its owner, and what is bottlenecked. The same portfolio covers the other studies you are opening.
Look at the stage and how long it has been sitting. TrialConnx also names who has the next step: the site, your team, the sponsor, contracts, or the IRB.
Aging, bottlenecks, cycle time, how close sites are to opening, and the health of the portfolio. Leaders open that view. They do not wait for a report to be built.
TrialConnx integrates with it and keeps it up to date as each site opens, so teams do not enter the same study and site details twice. Study and site records, activation status, and the startup milestones (approved budget, contract status, and IRB approval) move across when a site is ready to open.
The portfolio is the update. A stall on more than one site shows up there, so the weekly chase is not a separate spreadsheet.
Yes. Open the portfolio by sponsor, by study, by stage, or by how long work has been sitting.
Yes. Open the portfolio by country. You see which sites are moving and which are stuck, on one study or across the studies you are opening.
Yes. Group the sites by the CRA who covers them. Their stages sit together, so you can see who needs a call without building another sheet.
We will show the portfolio, the sites that are stuck, and what moves into your CTMS. For the site's own view, see site activation software.