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Whether you are implementing a clinical trial management system (CTMS) for the first time or replacing your legacy CTMS, the process necessitates intensive detail and planning. Like any initiative with myriad moving parts, it is helpful to start with a framework that keeps everyone focused on the most important considerations to ensure success. In the case of a CTMS, success means compliance, good data, process visibility, and risk reduction. This checklist will help you prioritize and plan to establish effective processes and streamline global study management from the start.