Cloudbyz CTFM is designed so that each user sees only what they need: finance teams see budgets, accruals and payments, clinical operations see spend alongside study progress, and sites see their own payment status in a portal. Because Cloudbyz CTFM is built natively on Salesforce, it uses a familiar interface, shares one login with Cloudbyz CTMS, EDC and eTMF, and lets users subscribe to reports or ask budget questions in plain language. It is used by teams at emerging biotechs, large pharma, global multinationals and CROs.
Sites typically juggle six or more logins per study (DIA Global Forum), and sponsor teams face the same problem across systems. When a finance tool is hard to use, people fall back on spreadsheets, and the audit trail and controls the system was meant to provide are lost. ICH E6(R3) also expects users of computerised systems to be trained and their access managed (ICH E6(R3), EMA Step 5), which is simpler when roles and screens are clear.
|
Feature |
What it means for users |
|---|---|
|
Role-based views |
Each person sees the screens, fields and records for their role |
|
One login across modules |
CTMS, EDC, eTMF and CTFM on one platform |
|
Templates and rate cards |
Budgets start pre-filled, not from a blank sheet |
|
Dashboards |
Paid, unpaid, accrued and outstanding at a glance, by study or portfolio |
|
Report subscriptions |
Reports arrive on schedule, without asking anyone |
|
Site and sponsor portals |
Sites and sponsors see their own status without emailing |
|
Plain-language questions |
The Financial Navigator, an Agentforce agent, answers budget and payment questions, read-only |
According to Cloudbyz, role-based training is part of every implementation, each go-live includes two weeks of hypercare, and ongoing support is included, with premium and 24x7 options. Because the interface is Salesforce, many users already know how to navigate it.
The Cloudbyz team can walk through Cloudbyz CTFM from the point of view of your role. Book a demo or visit cloudbyz.com.