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Using Technology to Integrate Clinical
Data Management and Clinical Operations
                                       William Gluck, PhD
             VP, DATATRAK Clinical and Consulting Services
                                          Presented to ACDM
                                            March 18-19, 2013
Agenda

       •     Historical Perspectives
       •     Integrating Clinical Operations
       •     Integrating Clinical Data Management
       •     Case Study Examples
       •     Conclusions and Parting Thoughts




Confidential –
Historical Perspectives
       • Drug Development Process
                 – Paper-based processing




       • Electronic Data Capture
                 – Interactive processing




Confidential –
Historical Perspectives

       • Age of technological advances
                 – Application of technology
                   to a process

                 – Integration of technology
                   as part of the process




Confidential –
Confidential –
Clinical Operations: The Past!
  • On-site monitoring was an isolated event and the only way
  • Trial management done on paper
  • Monitoring focus was on data checking
  • 100% SDV was implied
  • Monitored CRF “handoff” to CDM
  ………………Very paper and process intensive and slow




Confidential –
Using Technology to Change Processes

       • Need changes in processes of:
                 – Collection, monitoring, tracking, cleaning
       • Real time data processing requires real time
         interaction between Clinical Operations and CDM
       • CRF design including protocol deviations and edit
         checks require both Clinical Operations and CDM
       • Query process is more real time and interactive
         between Clinical Operations and CDM for
         immediate changes


Confidential –
Technology Influenced Process Change
       • Real time monitoring
       • Data can be reviewed off-site
       • Continuous data flow from Clinical Operations to CDM (and
         other functional groups)
       • CRF design with Clinical Operations and CDM
                 – Includes protocol compliance
                 – Edit checks to reduce queries
                 – Database designed early requiring earlier data decisions
       • Sequential processes become simultaneous
       • Silo monitoring processes become integrated with CDM



Confidential –
CTMS Further Enhances Efficiency

       • Leverages technology in assembling, organizing, and
         reviewing the study set-up process
       • Provides up-to-date study metrics
       • Facilitates payments




Confidential –
FDA Draft Guidance
       • Risk Based monitoring
       • Centralized (off-site) monitoring is encouraged!
       • Centralized monitoring suggested to replace on-site
         monitoring when it can complete activities better or as well
         as on-site
       • Centralized monitoring (when appropriate) should improve
         ability to ensure the quality and integrity of data
                 – Publications suggest that data anomalies may be more readily detected
       • EDC applications can implement centralized monitoring
         methods that enable decreased reliance on on-site monitoring



Confidential –
Monitoring in the 21st Century
       • Risk based monitoring
       • Centralized monitoring
       • Continual interaction with Site
       • SDV% will vary
       • Monitor spends more time on overall study management
       • Continuous data flow to and from other functional areas
       • Immediate query resolution with feedback decreases
         monitoring time
       • Continual interaction with CDM from CRF design
         through monitoring to database lock


Confidential –
Confidential –
Clinical Data Management


                  Process Driven

                 Technology Driven

                  Cross-Functionally Driven




Confidential –
CDManagement

       • Technology and EDC is not just a CDM tool

       • Benefits extend to all functional areas

       • Integration and Technology allow for companies to
         put the MANAGEMENT back in Clinical Data
         Management




Confidential –
Technology as an Integration Tool

       • Technology poses no functional constraints
                 – Forces process re-evaluation
       • Workflow bring Clinical Operations
         and CDM closer together
       • Groups compliment and build
         upon each other – seamlessly and
         without formal handoffs




Confidential –
A Case Study – Using EDC

       • Company A had a small clinical operations group
         with offices next to the CDM and rest of the
         Biometrics Department
       • Paper-based data collection – time from last patient
         to database freeze/lock was approximately 4 weeks
         for a ‘typical’ Phase II study




Confidential –
A Case Study – Using EDC

       •     EDC decision made at Management-level
       •     Top-down implementation
       •     No process re-evaluations or changes
       •     Study protocol in a state of flux
       •     Costs for EDC builds over $300K and not in
             production – EDC deemed a disaster




Confidential –
A Case Study - EDC

       • Same teams 2 years later – CDM pro-EDC but
         Clinical Operations showing resistance to EDC
       • Internal process evaluation/realignment
       • Workflow changes implemented
       • EDC application implemented across functional areas
         with cross-functional involvement
       • EDC




Confidential –
Conclusions
       • Use of technology is a great advancement but we
         need to assimilate it into re-engineered processes
       • To gain maximum benefit, we must approach
         implementation of any technology through an
         integrated approach
       • Tools such as CTMS and using technology to
         leverage risk-based monitoring approaches can
         further optimize the overall process
       • Technology, like an EDC application, can bring
         together groups traditionally separated by process


Confidential –
William Gluck, Ph.D.
                 VP, DATATRAK Clinical and Consulting Services
                           Datatrak International, Inc.
                             Phone: 919-651-0222
                               Cell: 919-522-9681
                         E-Mail: Bill.Gluck@datatrak.net


Confidential –

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Using Technology to Integrate Clinical Data Management and Clinical Operations

  • 1. Using Technology to Integrate Clinical Data Management and Clinical Operations William Gluck, PhD VP, DATATRAK Clinical and Consulting Services Presented to ACDM March 18-19, 2013
  • 2. Agenda • Historical Perspectives • Integrating Clinical Operations • Integrating Clinical Data Management • Case Study Examples • Conclusions and Parting Thoughts Confidential –
  • 3. Historical Perspectives • Drug Development Process – Paper-based processing • Electronic Data Capture – Interactive processing Confidential –
  • 4. Historical Perspectives • Age of technological advances – Application of technology to a process – Integration of technology as part of the process Confidential –
  • 6. Clinical Operations: The Past! • On-site monitoring was an isolated event and the only way • Trial management done on paper • Monitoring focus was on data checking • 100% SDV was implied • Monitored CRF “handoff” to CDM ………………Very paper and process intensive and slow Confidential –
  • 7. Using Technology to Change Processes • Need changes in processes of: – Collection, monitoring, tracking, cleaning • Real time data processing requires real time interaction between Clinical Operations and CDM • CRF design including protocol deviations and edit checks require both Clinical Operations and CDM • Query process is more real time and interactive between Clinical Operations and CDM for immediate changes Confidential –
  • 8. Technology Influenced Process Change • Real time monitoring • Data can be reviewed off-site • Continuous data flow from Clinical Operations to CDM (and other functional groups) • CRF design with Clinical Operations and CDM – Includes protocol compliance – Edit checks to reduce queries – Database designed early requiring earlier data decisions • Sequential processes become simultaneous • Silo monitoring processes become integrated with CDM Confidential –
  • 9. CTMS Further Enhances Efficiency • Leverages technology in assembling, organizing, and reviewing the study set-up process • Provides up-to-date study metrics • Facilitates payments Confidential –
  • 10. FDA Draft Guidance • Risk Based monitoring • Centralized (off-site) monitoring is encouraged! • Centralized monitoring suggested to replace on-site monitoring when it can complete activities better or as well as on-site • Centralized monitoring (when appropriate) should improve ability to ensure the quality and integrity of data – Publications suggest that data anomalies may be more readily detected • EDC applications can implement centralized monitoring methods that enable decreased reliance on on-site monitoring Confidential –
  • 11. Monitoring in the 21st Century • Risk based monitoring • Centralized monitoring • Continual interaction with Site • SDV% will vary • Monitor spends more time on overall study management • Continuous data flow to and from other functional areas • Immediate query resolution with feedback decreases monitoring time • Continual interaction with CDM from CRF design through monitoring to database lock Confidential –
  • 13. Clinical Data Management Process Driven Technology Driven Cross-Functionally Driven Confidential –
  • 14. CDManagement • Technology and EDC is not just a CDM tool • Benefits extend to all functional areas • Integration and Technology allow for companies to put the MANAGEMENT back in Clinical Data Management Confidential –
  • 15. Technology as an Integration Tool • Technology poses no functional constraints – Forces process re-evaluation • Workflow bring Clinical Operations and CDM closer together • Groups compliment and build upon each other – seamlessly and without formal handoffs Confidential –
  • 16. A Case Study – Using EDC • Company A had a small clinical operations group with offices next to the CDM and rest of the Biometrics Department • Paper-based data collection – time from last patient to database freeze/lock was approximately 4 weeks for a ‘typical’ Phase II study Confidential –
  • 17. A Case Study – Using EDC • EDC decision made at Management-level • Top-down implementation • No process re-evaluations or changes • Study protocol in a state of flux • Costs for EDC builds over $300K and not in production – EDC deemed a disaster Confidential –
  • 18. A Case Study - EDC • Same teams 2 years later – CDM pro-EDC but Clinical Operations showing resistance to EDC • Internal process evaluation/realignment • Workflow changes implemented • EDC application implemented across functional areas with cross-functional involvement • EDC Confidential –
  • 19. Conclusions • Use of technology is a great advancement but we need to assimilate it into re-engineered processes • To gain maximum benefit, we must approach implementation of any technology through an integrated approach • Tools such as CTMS and using technology to leverage risk-based monitoring approaches can further optimize the overall process • Technology, like an EDC application, can bring together groups traditionally separated by process Confidential –
  • 20. William Gluck, Ph.D. VP, DATATRAK Clinical and Consulting Services Datatrak International, Inc. Phone: 919-651-0222 Cell: 919-522-9681 E-Mail: Bill.Gluck@datatrak.net Confidential –