Comprehensive CRM Modernization and Data Security Enhancement for Large-Scale Clinical Research Organization

An established clinical research organization is facing operational inefficiencies due to an outdated CRM system that struggles to handle the growing volume of volunteer data (over 260,000 records), impacting report generation times and security compliance. The current system's limited scalability hampers the addition of new volunteers and integration with modern communication tools, necessitating a comprehensive upgrade to support ongoing research activities while safeguarding sensitive data.

A large-scale clinical research organization managing extensive volunteer and trial data, seeking to optimize operations and ensure data security.

• Migrate existing legacy CRM system to a modern, scalable technology stack (e.g., .NET framework) to support current and future loads of volunteer data and clinical trial management.
• Improve report generation efficiency from a maximum of 5 minutes to under 3 seconds to enhance trial monitoring and decision-making processes.
• Enhance data security through role-based access control and robust authorization mechanisms to comply with regulatory standards.
• Integrate a video conferencing tool to facilitate virtual volunteer interviews, with automated call management and cost control features, aiming to reduce tool-related expenses by at least 50%.
• Implement data normalization and fault-tolerant architecture to prevent redundancy, data loss, and ensure high system availability.
• Deploy a user-friendly, feature-rich frontend interface for seamless navigation across multiple modules managing contact information, medical data, appointment scheduling, research results, and reports.
• Establish CI/CD pipelines to enable rapid, reliable deployment of new features and updates.

• Multi-module architecture covering contact management, medical records, appointment scheduling, research results, and reporting modules.
• Efficient data migration tool to transfer existing records without loss or redundancy, employing data normalization techniques.
• Role-based access control (RBAC) and token-based authorization to secure sensitive medical and contact data.
• High-performance reporting engine capable of generating detailed reports in under 3 seconds through data partitioning.
• Integration of a third-party video conferencing API for scheduling and conducting volunteer interviews with automated call management and cost monitoring.
• Implementation of modern frontend frameworks (e.g., Angular with TypeScript) for maintainability and enhanced user experience.
• Deployment of CI/CD pipelines for continuous feature delivery and updates.

• Video conferencing API for virtual interviews and meetings
• Secure authentication and authorization providers for role management
• Data migration console for transferring existing volunteer data safely

• Support scalability to handle over 500 clinical trial records and 400+ volunteers added monthly
• Ensure data security and compliance with healthcare data regulations
• Achieve report generation times under 3 seconds for large datasets
• Reduce report generation from 5 minutes to under 3 seconds
• Enable feature deployment within 2 minutes via CI/CD pipelines
• Support fault tolerance and high availability to minimize system downtimes

The upgraded CRM system is expected to significantly enhance operational efficiency by reducing report generation time from 5 minutes to under 3 seconds, support scalable growth with over 500 trial records and 400 new volunteers added each month, and cut tool-related communication costs by at least 50%, translating into annual savings of approximately $300 or more. Additionally, improved data security and streamlined workflows will ensure regulatory compliance and better support ongoing clinical research activities.