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Monday, November 16, 2020 | 7:44 AM
A lot can happen in 25 years. In that time, we went from landline internet and bulky personal computers to ever-connected mobile devices. In that same time, nearly all global businesses adopted Microsoft Office for numerous daily tasks. Word, PowerPoint, Outlook, and of course Excel are all part of the suite used by clinical development professionals around the world. But, the use of MS Office hasn’t changed much since for a lot of organizations.
I was a clinical research associate (CRA) back when we used Word Perfect for trip monitoring reports and then eventually Word. These evolved from simple (but inflexible) templates to then have Visual Basic integration, which created process efficiency but even more rigidity in the reporting templates due to the specificity of the back-end reporting. These reports still ended up being printed and given the red ink treatment by managers requesting edit prior to approval.
In parallel, Excel became more widely used to collect key information, such as enrollment data, drug accountability, protocol deviations…you name it! I sat in Excel trainings with CRA and project manager colleagues that were specifically to teach us how to leverage Excel to operate more efficiently in clinical trials. We learned how to apply formulas, charts, graphs, and so on.
Over time, clinical research work became fairly standardized: we used PowerPoint for an investigator meeting presentation, Outlook for email, Word for monitoring reports and authoring of documents and SOPs, and Excel for any reporting. Twenty-ish years ago the term “tracker” came into my awareness as a standard term associated with management and oversight via spreadsheet. Fast forward to 2020 and trackers are still haunting me. When I hear the word tracker it sounds like “TPS Reports” in Office Space.
Like I said, a lot can change in 25 years, but some things don’t change easily. That does not mean people aren’t trying. While usage of Excel trackers has remained stagnant, the rise of clinical trial management system (CTMS) technology offers a centralized approach to collecting, aggregating, and reporting on data from within and across clinical trials. Home-grown and vendor solutions have largely fallen short due to complexity, cumbersome interfaces, and a general lack of user-centric design. In other words, teams are not able to easily see the information they need, when they need it, without jumping through a few too many hoops. This can lead to reverting to our friend the Excel tracker—often even while operating on a CTMS.
We now have a lot of information on what does and does not work, as well as a complete picture of the needs of various users. With this information in hand, a modern approach to CTMS can finally put trackers behind us.
A modern CTMS should focus on:
CTMS has to walk a delicate balance, meeting global regulatory requirements while intuitively fitting the day-to-day lives of CRAs and study teams. It bears repeating that many of these team members are on the go and are hindered when their business technology is not at their fingertips. Enhanced mobility affords greater work/life balance due to the ability to operate proactively, and even preemptively. Let’s not ignore the advantages this has for recruiting and talent retention. Making your CRAs happy is a good way to attract talent and a good way to inspire them to stick around for the long journey that a clinical trial entails. Excel’s stickiness isn’t by accident. It is an incredible tool—however, we should not fool ourselves into mistaking it for the right tool, or even an acceptable one. The manual nature of maintaining excel trackers is a compliance nightmare. It’s time to do our part now in being forward thinking with our CTMS technology: start saying no to trackers and yes to mobile-first CTMS!
To learn more about our CTMS offering contact us at firstname.lastname@example.org.