5 Questions to Ask Before Selecting a Clinical Trial Management System

By Kayla Leverton | Director of Sales & Marketing for Community Sites, Forte Research Systems
November 8th, 2016


Summary: Know the right questions to help you find the best clinical trial management system for your research site.

Estimated reading time: 3 minutes

Purchasing and implementing a clinical trial management system (CTMS) is a big step for many research sites. When your organization is ready to invest in a CTMS, it’s important to approach the decision thoughtfully to ensure you’re picking the best system for your site. When evaluating CTMS alternatives, be sure to incorporate the following questions into your discussions with your staff and CTMS vendors:

1. Does the system satisfy my site’s top priorities for a CTMS?

Before you begin evaluating CTMS options, we recommend creating a list of your non-negotiables. What must a CTMS absolutely offer or enable your staff to do in order for you to purchase? It’s critical to know what your must-haves are upfront, so you don’t end up settling for a CTMS that doesn’t truly address the challenges you’re trying to solve.

For example, the ability to use a CTMS to easily pull comprehensive reports in real time – be they related to financials, recruitment or another operational area – is an absolute must for many research sites. If your organization finds a CTMS that offers great functionality and support, but doesn’t provide the reporting capabilities you’ve identified as a must-have, will you really be satisfied with your investment in the long-term?

2. Will my staff be able to easily incorporate the CTMS into their daily workflows?

A CTMS is only as valuable as the data it holds. If your staff finds the system cumbersome, adoption is going to be a challenge. As you evaluate CTMS alternatives, we recommend including end-users in the decision-making process. Make sure the system you select aligns with your staff’s current workflows before you decide to buy. Including end-users in the CTMS selection process upfront will reduce adoption headaches later.

3. What’s included in the CTMS cost?

Each CTMS you evaluate will offer slightly different functionality and, unsurprisingly, slightly different pricing models. For example, whereas some CTMS vendors charge per protocol, Allegro CTMS offers all-inclusive, per-user pricing, meaning the system evolves with your organization as you grow and add staff members to your team.

Additionally, each Allegro subscription includes one free calendar-build from Nimblify Inc, plus instant access to Research Resonance Network, a clinical trial benchmarking platform that allows users to compare their operations with an anonymous aggregate of similar research organizations. Make sure you know exactly what’s included in the cost of each CTMS you evaluate, so you can accurately compare the costs of each system.

4. What training, tools and reference materials are available to me once my organization goes live?

User adoption is one of the most common challenges research sites face after purchasing a CTMS. It’s important to understand the level of support you can expect from your vendor after you go live and as you bring on additional system users. Will new users have access to on-demand training resources? Does the vendor expect current end-users at your organization to become experts and train new CTMS users?

In our experience, we’ve found a healthy mix of online reference materials and the ability to correspond with a live support team is best for promoting user adoption. In your discussions with CTMS vendors, be sure you ask what level of support you can anticipate if you become a customer.

5. Does the CTMS integrate with any other systems that can help streamline my organization’s operations?

Your organization may be looking to purchase a CTMS because you’re looking for ways to streamline operational processes. However, you may not have considered how a CTMS might integrate with other systems your site is already using.

For example, if your organization uses Microsoft Outlook for scheduling and managing email, choosing a system that integrates with Outlook might help your coordinators schedule visits more efficiently and document email correspondence more easily. Additionally, Allegro is one of few CTMS options that comes ready-to-integrate with an ePayments system, which makes the process of paying and reimbursing study subjects as easy as a few clicks. Understanding interface opportunities during the selection process can help you choose a CTMS that will enhance your organization’s operations long-term.

Is your organization ready to invest in a CTMS? Download this overview to learn more about Allegro, Forte’s easy-to-use, cloud-based, clinical trial management system.

About the Author

Kayla is the Director of Sales & Marketing for Community Sites. In this role, she drives the strategy for promoting Forte’s ecosystem of products to the community site market. Kayla works directly with research sites to understand their operational challenges, and to offer education and software solutions to resolve those challenges. Kayla is an active contributor to Forte’s content team.

Want more great content?

If you enjoy articles like this one published on the Forte Clinical Research Blog, be sure to also subscribe to the Nimblify Blog.

Check out the Nimblify Blog

You May Also Be Interested In:

Selecting a CTMS: 6 Questions to Ask to Increase Your ROI

When selecting a system, it’s important to look beyond the functionality and also evaluate the vendor. Here are 6 questions that can help.

Read more »

3 Questions for Evaluating CTMS Vendors

Alongside functionality, a good vendor relationship is central to your CTMS decision. Here are three questions to determine if a vendor will provide value to your site.

Read more »

3 Myths About Using an ePayments System and a CTMS to Reimburse Study Participants

Find out how the new Allegro CTMS and Nimblify Participant Payments integration debunks these three common myths about using a CTMS and ePayments solution at your clinical research site.

Read more »

Leave a comment or ask a question:

(Your email address will not be published.)

Write for us!

Are you interested in writing about a topic in clinical research? We'd love to have you become a guest contributor for the Forte Clinical Research Blog.

Learn more