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Industry segment

Connect clinical teams, systems and data

Clinical operations and outsourced trial execution depend on information moving between sponsors, sites, CROs, patients and internal teams.

When that information sits across different systems and processes, teams spend more time finding, checking and moving data.

Megnity helps connect Salesforce, clinical systems, data and AI so teams can work with better visibility while keeping the right controls in place.

Information moves between

  • Sponsors
  • Sites
  • CROs
  • Patients
  • Internal teams

Connected information

Bring clinical information closer together

Clinical programs and trial readiness can involve multiple systems, partners and sources of information that need to come together before and during trial execution.

We help connect the customer and engagement capabilities of Salesforce with clinical platforms and enterprise data so teams can access the information they need without creating more disconnected processes.

Recruitment

Support site and patient recruitment

01

Clinical trials depend on finding and engaging the right sites, investigators and patients.

02

We help connect interactions, contacts, activities and relevant information so teams have better context across recruitment and engagement.

03

This can reduce manual coordination and give teams better visibility into the recruitment process.

Where we help

Three places to start

Select one to see what it connects and what it changes.

Connect clinical systems

01

Clinical teams may work across EDC, CTMS, eTMF and other specialized platforms.

We help connect these systems with Salesforce and the wider data environment so information can move between platforms where there is a clear business need.

Give teams better visibility

02

When information is spread across systems, getting a clear picture of progress can become difficult.

We help bring relevant operational and engagement data together so teams can understand what is happening and where attention may be needed.

Dashboards and analytics can then give different teams the information that matters to their role.

Reduce repetitive information work

03

Clinical operations involve large volumes of documents, communications and information.

AI can help teams organize information, find relevant content, summarize documents and support repetitive tasks where appropriate.

By design

We build these use cases around clear boundaries, access controls and human review.

Principle

The goal isn’t to replace specialized clinical systems. It is to make the processes around them work better together.

Data foundation

Build on data you can trust

Analytics and AI are only as useful as the information behind them.

We help connect and prepare data across Salesforce, Databricks and other enterprise and clinical sources so teams have a stronger foundation for reporting, analytics and AI.

By design

Governance and access remain part of the design.

Salesforce Data 360 Databricks EDC CTMS eTMF Connected and prepared data Reporting Analytics AI

Delivery

Keep validation and traceability in the process

Clinical environments require careful attention to how systems and processes are changed. We treat validation, documentation, traceability, security and governance throughout delivery.

01 Validation
02 Documentation
03 Traceability
04 Security
05 Governance

This helps new capabilities move from idea to everyday use without treating compliance as a final checkpoint.

Explore validated delivery

The stack

Technology that supports clinical operations

Our clinical and CRO work can bring together:

  • Platform Life Sciences
  • Salesforce Sales Cloud, Service and Marketing
  • Data Data 360
  • Data Databricks
  • Model Claude
  • Analytics Tableau
  • Integration MuleSoft

The right combination depends on the process, systems and information already in place.

Explore our platforms

Next step

Have a clinical process that needs to work better?

Tell us where information, systems or manual work are slowing your teams down.

We’ll help you understand what can be connected, simplified or improved.