Clinical operations teams today are managing what should be one trial across three different worlds.
CTMS, CTFM, and eTMF are running the same trial, but they aren't running it together. Study teams extract the protocol manually, finance rebuilds budgets from scratch, and TMF managers chase documents that should already be there. AI tools bolted on top of each system only see one piece of the picture.
This session walks through the three modules in the context of a single clinical trial, showing how core platform capabilities and embedded AI agents work side by side to cut manual effort, tighten financial oversight, and keep the eTMF continuously audit-ready.
What You'll See
- CTMS Study setup, site management, and monitoring workflows. AI Agents like the Protocol Intelligence Assistant, which extracts the Schedule of Activities from a protocol PDF and generates a structured visit plan.
- CTFM Site budget creation, financial tracking, and variance management. AI Agents like the Financial Navigator for real-time budget insights and the Invoice Reconciliation Agent for reviewing site invoices against the system budget.
- eTMF Document classification, completeness tracking, and compliance management. AI Agents like the Cloudbyz eTMF Assistant, which processes uploaded contracts and offer letters to extract key dates, financial terms, and compliance details.
Key Takeaways
- How unified CTMS, CTFM, and eTMF workflows reduce study startup timelines, reconciliation hours, and compliance risk
- The difference between AI layered on top of disconnected data and AI built into the workflow, and why it matters for the value clinical teams get
- How AI agents inside each module reduce manual effort across the trial lifecycle, from protocol intake through site payments through document management
- How to evaluate where AI fits into a clinical operations stack, and where to start when rethinking the current setup
Who Should Attend
Clinical Operations leaders, CTMS administrators, Clinical Finance and Trial Budget owners, TMF managers, Quality teams, and IT or Innovation leads evaluating clinical trial technology stacks in 2026.
-Jun-03-2026-03-34-03-3050-AM.png?width=2000&height=555&name=website_landing_page_desktop_banner%20(1)-Jun-03-2026-03-34-03-3050-AM.png "website_landing_page_desktop_banner (1)-Jun-03-2026-03-34-03-3050-AM")
