What CTMS and CTFM on One Platform Change for Every Role on a Study

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Sites typically have six or more different logins per study, and a typical oncology study can require as many as 17 systems beyond the site's own (DIA Global Forum). Sponsor and CRO teams face the same split on their side: operations work in CTMS, finance works in a finance system, and the two meet in spreadsheets and email.

When CTMS and CTFM share one platform, operations and finance work from the same study, the same sites, the same milestones and the same status. Here is what that changes for each role.

Role by role

Role	Separate systems	CTMS and CTFM on one platform
Clinical operations leaders	Status from CTMS, spend from finance reports	Status and spend in one view
Study finance	Waits for operations to confirm visits and milestones	Sees completed visits and milestones directly
CTAs	Enter sites and contacts in more than one place	Enter them once
CRAs	Answer finance questions about visits	Visit status already visible to finance
Site staff	Ask the study team about payments	See payment status in a portal

Clinical operations directors and managers

Enrolment, milestones and site status sit next to budget, earned amounts and payments. A site that is spending ahead of its enrolment, or a country running over budget, shows up in the same place as the operational reasons behind it.

Study finance teams

Finance no longer waits for confirmation from operations. Completed visits and milestones in CTMS are visible in CTFM, payee and site details are already correct, and invoices can be generated from data the study team has already recorded.

CTAs and start-up teams

Sites, contacts and payee details are entered once and used by both operations and finance. Updates made during the study, such as a new coordinator, reach everyone at the same time.

CRAs

CRAs spend less time answering questions from finance about whether a visit happened or a milestone was met. The visit and milestone records they already keep are what finance uses.

Site coordinators and site finance

Sites can see what has been earned, invoiced and paid through a portal, without emailing the study team. Payments arrive closer to the work, because the data that triggers them is already in the system.

Readiness checklist

One study and site set-up used by operations and finance
Milestone and visit definitions agreed between both teams
Shared dashboard with status and spend side by side
Payee and contact details owned and maintained in one place
Site portal access for payment status
Role-based access, so each team sees what it needs

How Cloudbyz approaches this

Cloudbyz CTMS and CTFM are built natively on Salesforce as one platform. Study set-up, sites, contacts, payee details, milestones, visits, budgets and payments share one data model, so no integration is needed between them, and role-based access controls what each team sees. Investigator and sponsor portals give sites and sponsors their own views. Integrations remain available for external systems where a study needs them. What each role sees depends on configuration.

On the same platform, the Financial Navigator, an Agentforce agent, answers questions on payments and budgets for finance and operations teams, read-only. The CRA Monitoring Copilot prepares visit briefings for CRAs and drafts follow-up letters, with every decision left to the CRA.

See it from your role

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Clinical Team Collaborating On Data Analytics