Built an AppExchange Solution —Clinical Trial Management System for Modern Research Operations

Melonleaf created a complete Salesforce-native Clinical Trial Management System (CTMS) platform to assist healthcare and research organizations in consolidating clinical trial activities—in planning, execution, monitoring, and reporting—with real-time insights and automation.
Customer
Salesforce Native
Country / Region
Global
Industry
Healthcare and Life Sciences
CTMS - Banner Case Study

Highlights

Unified Salesforce Trial Management
Fully Automated Processes and Workflow
Real-time Data Dashboards
Scalable and Compliant Operations
Market Requirements Discovered

One Coherent Platform
The trial operations of the healthcare company were disorganized across several systems and needed a Salesforce-based solution to bring all trial operations, including planning, conducting, and reporting, into a single platform.

Legal and Regulatory Monitoring
To ensure compliance and traceability, research activities needed automated monitoring of regulatory records, approval ethics, and audit trails.

Visibility and Real-Time Analytics
Real-time dashboards of trial progress, performance, and budget utilization were required by the leadership teams to make informed and data-driven decisions.

Challenges

Disconnected Trial Operations

Different tools were used to carry out clinical trial procedures, which created inefficiency, data discrepancies, and invisibility.

Bottlenecks in the Manual Workflow

The arrangements of the study, coordination of the sites, tracking of the visits, and reporting had to be handled manually, which hindered the performance and raised the risk.

Lack of Central Visibility

There was no centralized platform whereby teams could keep track of the overall status, progress, and performance metrics of the study in real time.

Complexity of Compliance Management

Handled regulatory approvals and audit readiness due to the manual management that produced holes in accountability and traceability.

After Challenge - CTMS Case Study
After Challenge - CTMS Case Study
Solutions

Implemented Unified Study & Trial Management

We developed a Salesforce-based integrated trial management framework to have all planning, study setup, and execution workflow processes in a single system.

Engineered Automated Site & Investigator Management

To minimize manual coordinations, an effective method of monitoring research sites, allocations to investigators, milestones, and schedules of visits was formulated and setup within the system.

Deployed Real-Time Dashboards

Interactive and real-time dashboards were set up to provide real-time visibility on the progress, budgetary usage, and performance measures.

Established Compliance & Document Workflow

With automated tracking and safe file management operations, like ethics approvals, regulatory documentation, and audit trails were arranged.

Ready to create your own Salesforce native AppExchange product in regulated industries? Partner with Melonleaf to transform your vision into a scalable solution.
Technical Architecture
Key Features
Technical Stack
COMPANY

Melonleaf’s Salesforce CTMS is a Salesforce AppExchange solution, which is designed and built to simplify the process of the full lifecycle of a clinical research process: setup, execution, monitoring, compliance, and reporting in one system.

CTMS was designed to be smarter, more transparent, and completely automated so as to enable it to provide healthcare teams with a single platform to plan, implement, monitor, and report clinical trial operations.

Conclusion

The Melonleaf’s Clinical Trial Management System (CTMS) is an intensive, Salesforce-native system, which is designed to change the way research organizations plan, implement, and oversee clinical trials. The CTMS was built to support controlled settings, where the entire clinical trial process is centralized in one platform—eliminating inefficiencies that are brought about by tool fragmentation and manual workflows.

Benefits
  • Every trial process is handled under a single system.
  • Less handover and process delays.
  • Progress and performance dashboards.
  • Regulatory documentation that has been automated.

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