CONSULTING & PROFESSIONAL SERVICES
Site Technology Optimization & Scaling Services
Advarra’s Site Technology Optimization & Scaling services provide strategic guidance and expert resources to best align technology with site workflows.
Advarra’s team can securely and accurately migrate data and documents during platform transitions, ensure seamless technology integration during mergers or acquisitions, and lead effective change management that is critical to driving long-term adoption and sustainable value.

Why Choose Advarra’s Site Technology Optimization & Scaling Solution?
Deep Technology Expertise
Optimal system scaling and cross-department adoption with unparalleled experts in Advarra’s site technology portfolio: OnCore, Clinical Conductor, eReg, and eSource.
System Integrations
Seamless site expansion integration with mergers and acquisitions
Data & Document Migration
Experienced resources to lead secure and accurate migration of data and documents from legacy systems
Site Technology Optimization & Scaling Services
Staff augmentation
Technology staff augmentation provides experienced technical specialists such as CTMS analysts, eReg administrators, project managers, and business analysts to extend your team’s capacity, maintain critical research systems, accelerate project delivery, and ensure continuous, optimized use of your technology platforms.
Research technology adoption and change management
Research technology adoption & change management delivers tailored strategies to prepare teams, align stakeholders, and drive long-term utilization of electronic research systems. Through purpose-built adoption programs, such as champion networks, targeted communications, training, and reinforcement plans, we ensure process and technology changes take hold, maximize ROI, and deliver sustained organizational value.
eResearch policy & SOP development and refinement
eResearch policy & SOP development and refinement develops clear, practical, and enforceable policies and SOPs that govern the use of eResearch systems, ensuring alignment with regulatory requirements, institutional standards, and best practices to promote consistency, data integrity, and compliant system use.
Site expansion
Site expansion alleviates sites and institutions of the full technology change management burden that coincides with business expansion, consolidation or re-alignment. Advarra partners with institutions to execute site expansion with hands-on technology services and change management.
Research operations assessment & optimization
Research Operations Assessment & Optimization delivers a comprehensive review of the entire research infrastructure, including roles, workflows, systems, and interdepartmental handoffs, to identify bottlenecks, streamline operations, and strengthen coordination. The result is faster protocol activation, improved staff efficiency, and a more scalable, sustainable research enterprise.
Strategic planning & project management
Strategic planning and project management translates strategy into results with discipline. Our team of experts establish charters, timelines, risk controls, and stakeholder alignment to deliver on time and on budget.
Research technology assessments & selection support
Research technology assessment & selection support evaluates current research systems to identify gaps and leads requirements gathering, vendor reviews, and business case development to select and implement best-fit electronic research solutions that enhance efficiency and operational performance.
Customized research technology training
Customized research technology training provides role‑based CTMS, eReg, and eSource training aligned to real workflows—speeding adoption and improving data quality.
Data/document migration
Data/document migration services provide research sites with a way to efficiently and safely get data into new or expanded systems to ensure maximum and timely utilization by end users.
CTMS optimization
CTMS optimization re-aligns Advarra technology with research organizations’ needs and infrastructure to maximize operational, financial, and reporting outcomes.
CTMS builds
CTMS builds helps sites stay compliant, improve scheduling accuracy, and reduce administrative burden with outsourced CTMS calendar creation and maintenance. Learn more
Policy & procedure development
Policy and procedure gap analysis and development identifies deficiencies and builds practical, compliant policies and SOPs aligned with federal regulations, ICH GCP E6(R3), industry best practices, and institutional standards.
Organizational structure design
Organizational structure design creates scalable organizational models, roles, and governance frameworks that clarify accountability, strengthen alignment and collaboration, reduce unnecessary handoffs, and support effective operational execution and long-term growth.
Customized training for research teams
Customized training for staff and investigators provides role-based, scenario-driven training mapped to your SOPs, industry best practices, and regulations-delivered live or on-demand—to strengthen compliance and performance.
Ready to improve your organization’s research site technology optimization and scaling?
Learn more about Advarra’s Site Technology Optimization & Scaling Solution for Research Sites


