Home
/
TMF Services & workshops

eTMF services that drive inspection readiness

Still facing challenges at inspection time, even with an eTMF system in place? We're here to help close that gap by upskilling your team with expert-led services and workshops. After all, knowledge is your inspection readiness power.

Services & Workshops

Implementing the right eTMF technology is a crucial step toward compliance, but true success goes beyond the system itself. Through expert training and tailored workshops, we offer services designed to strengthen inspection readiness, minimize compliance risk, and build lasting operational excellence across your team.

Service

Proactive TMF Risk Management & Mitigation Strategy

Our TMF experts perform a targeted risk assessment of your Trial Master File processes to identify critical gaps, potential issues, and risk areas — then help you implement fit-for-purpose mitigation strategies that ensure quality and compliance throughout the trial lifecycle.

Learn more
Is this service for you?
  • You want to move from reactive to proactive TMF management
  • You manage multiple studies with varying TMF oversight challenges
  • You need to build a risk-based framework aligned with ICH E6(R3)
When should you use this service?
  • At study start-up, to establish proactive controls
  • Mid-study, to identify emerging risks and implement course corrections
  • During vendor transitions or CRO oversight reviews
  • When preparing for a regulatory inspection or internal audit
Benefits
  • Early detection of compliance gaps and documentation risks
  • Increased TMF visibility and process transparency
  • Alignment with risk-based quality management (RBQM) and QbD principles
Deliverables

A unique, study-specific TMF risk management plan

Time Frame
32-64 hours
Price
Starting at $7,200
Workshop

Inspection Storyboarding & Narrative Development

Be ready to tell your story before the inspectors arrive with a clear, consistent narrative that connects your study milestones, decisions, and documentation — from first site activation to database lock. Learn exactly how to develop a study TMF storyboard that can be used to describe all aspects of a particular situation that occurred in a study.

Learn more
Is this service for you?
  • Teams who’ve struggled with gaps or conflicting documentation during past audits and inspections
  • Anyone responsible for communicating trial activities clearly and consistently
  • Sponsors or CROs aligning across multiple stakeholders and systems
  • Complex clinical study  
  • After migration and/or acquisition of clinical study
When should you use this service?
  • As part of inspection readiness preparation at study close-out
  • Post-filing, to align on the story your TMF is telling
  • During onboarding of new study teams or CROs
  • At study start-up phase as a best practice
  • Ahead of a regulatory inspection or a mock one or an audit
Benefits
  • Develop a strong, unified study narrative that ties together critical decisions, timelines, and risks
  • Improve team alignment and ensure everyone can speak to the same facts
  • Gain practical tools to support confident inspection conversations
  • Identify gaps in documentation that could undermine your study story
Deliverables
  • Study-specific storyboard to apply across future studies
  • Lasting knowledge on how to effectively develop storyboards
Time Frame
4 hours
Price
Starting at $900
Workshop

TMF Maturity Accelerator

The TMF Maturity Accelerator assesses where your organization currently stands on the TMF maturity curve. This service then helps you accelerate TMF maturity, embed quality by design, and build a roadmap to long-term compliance and operational excellence.

Learn more
Is this service for you?
  • Your TMF management feels ad hoc, decentralized, or overly manual
  • You're scaling up and need repeatable, scalable TMF processes
  • You want to standardize TMF practices across studies, vendors, or departments
When should you use this service?
  • You're scaling up  
  • During the implementation of a new eTMF system
  • When moving from study-by-study TMF management to enterprise-level TMF oversight
Benefits
  • Clear and actionable insights to improve the maturity of your TMF  
  • More fluid and efficient TMF processes  
Deliverables

TMF maturity assessment with actionable recommendations

Time Frame
4 hours
Price
Starting at $900
Workshop

TMF Accuracy and Completeness Workshop

Learn how to perform smart, targeted TMF cross-checks that improve accuracy, reduce gaps, and build confidence in your TMF’s story.

Learn more
Is this service for you?
  • You're involved in TMF quality control and inspection readiness
  • You’re a study team struggling with document inconsistencies across TMF zones
  • Anyone who’s ever thought: “This document is here… but where’s the rest of the story?”
When should you use this service?
  • As part of ongoing TMF review  
  • When onboarding new vendors or team members into TMF oversight
Benefits
  • Decreased workload and more efficient processes
  • Improved compliance  
  • Increased confidence in your TMF’s completeness and consistency
Deliverables

The knowledge you need to perform ongoing cross-checks in your clinical trial study.

Time Frame
4 hours
Price
Starting at $900
Service

Strategic TMF Planning & Compliance Blueprint

Whether you need to create a TMF plan from scratch or strengthen an existing one, our experts will help you build a TMF plan that sets the foundation for quality, compliance, and inspection readiness — right from day one.

Learn more
Is this service for you?
  • Your team lacks a clear record management process, leading to confusion or inconsistent record management
  • You have different study stakeholders and so different record sources to manage in one single study
  • You’ve experienced past inspection or audit findings
When should you use this service?
  • You’re starting a new clinical trial and don’t have a TMF plan in place
  • You’re transitioning to a new eTMF system or CRO and want to ensure alignment
Benefits
  • Clarity of responsibilities, reducing confusion and misfiling.
  • A standardized approach across stakeholders, even in complex studies.
  • Alignment with Quality by Design (QbD)
Deliverables

Master or study-specific TMF plan

Time Frame
8-20 hours
Price
Starting at $1,800
Service

TMF Process Optimization & Quality by Design Assessment

Let’s deep dive into your current TMF management approach using Quality by Design principles. We’ll evaluate structure, roles, workflows, and record lifecycle controls — identifying gaps, inefficiencies, and risks.

Learn more
Is this service for you?
  • Your TMF process feels reactive, not strategic
  • You’ve received audit or inspection findings that flagged process weaknesses
  • Your team is slowed down by unclear roles, manual workarounds, or document inconsistencies
When should you use this service?
  • You're launching a new study or revamping your TMF infrastructure
  • After receiving process-related TMF findings
  • You're undergoing a transition in your TMF (new systems, CROs, vendors)
Benefits
  • Actionable recommendations for a leaner, more compliant TMF process.
  • Compliance with regulatory requirements  
  • Decrease in error rates, delay and rework
Deliverables

Process review report with recommendations for improvements

Time Frame
8-24 hours
Price
Starting at $1,800
Workshop

Document Quality Excellence Workshop

Learn to confidently perform record-level quality checks on real TMF documents from active clinical studies and assess compliance using ALCOA++ and GDocP principles.

Learn more
Is this service for you?
  • You're performing or supporting routine TMF QC checks
  • You’re unsure what to look for in individual records
  • You want guidance based on regulatory expectations and best practices
When should you use this service?
  • To conduct regular TMF quality control activities
  • To prepare for audit and inspection readiness
  • To strengthen your record QC process with real-world techniques
Benefits
  • You’ll build a solid understanding of how to correctly perform record QC
  • Improved data integrity and record consistency
  • Less inspection and audit findings
Deliverables

QC’d records with clear examples of issues and how to remediate them.

Time Frame
4 hours
Price
Starting at $900
Service

Proactive TMF Risk Management & Mitigation Strategy

Our TMF experts perform a targeted risk assessment of your Trial Master File processes to identify critical gaps, potential issues, and risk areas — then help you implement fit-for-purpose mitigation strategies that ensure quality and compliance throughout the trial lifecycle.

Learn more
Is this service for you?
  • You want to move from reactive to proactive TMF management
  • You manage multiple studies with varying TMF oversight challenges
  • You need to build a risk-based framework aligned with ICH E6(R3)
When should you use this service?
  • At study start-up, to establish proactive controls
  • Mid-study, to identify emerging risks and implement course corrections
  • During vendor transitions or CRO oversight reviews
  • When preparing for a regulatory inspection or internal audit
Benefits
  • Early detection of compliance gaps and documentation risks
  • Increased TMF visibility and process transparency
  • Alignment with risk-based quality management (RBQM) and QbD principles
Deliverables

A unique, study-specific TMF risk management plan

Time Frame
32-64 hours
Price
Starting at $7,200
Service

Strategic TMF Planning & Compliance Blueprint

Whether you need to create a TMF plan from scratch or strengthen an existing one, our experts will help you build a TMF plan that sets the foundation for quality, compliance, and inspection readiness — right from day one.

Learn more
Is this service for you?
  • Your team lacks a clear record management process, leading to confusion or inconsistent record management
  • You have different study stakeholders and so different record sources to manage in one single study
  • You’ve experienced past inspection or audit findings
When should you use this service?
  • You’re starting a new clinical trial and don’t have a TMF plan in place
  • You’re transitioning to a new eTMF system or CRO and want to ensure alignment
Benefits
  • Clarity of responsibilities, reducing confusion and misfiling.
  • A standardized approach across stakeholders, even in complex studies.
  • Alignment with Quality by Design (QbD)
Deliverables

Master or study-specific TMF plan

Time Frame
8-20 hours
Price
Starting at $1,800
Service

TMF Process Optimization & Quality by Design Assessment

Let’s deep dive into your current TMF management approach using Quality by Design principles. We’ll evaluate structure, roles, workflows, and record lifecycle controls — identifying gaps, inefficiencies, and risks.

Learn more
Is this service for you?
  • Your TMF process feels reactive, not strategic
  • You’ve received audit or inspection findings that flagged process weaknesses
  • Your team is slowed down by unclear roles, manual workarounds, or document inconsistencies
When should you use this service?
  • You're launching a new study or revamping your TMF infrastructure
  • After receiving process-related TMF findings
  • You're undergoing a transition in your TMF (new systems, CROs, vendors)
Benefits
  • Actionable recommendations for a leaner, more compliant TMF process.
  • Compliance with regulatory requirements  
  • Decrease in error rates, delay and rework
Deliverables

Process review report with recommendations for improvements

Time Frame
8-24 hours
Price
Starting at $1,800
Workshop

Inspection Storyboarding & Narrative Development

Be ready to tell your story before the inspectors arrive with a clear, consistent narrative that connects your study milestones, decisions, and documentation — from first site activation to database lock. Learn exactly how to develop a study TMF storyboard that can be used to describe all aspects of a particular situation that occurred in a study.

Learn more
Is this service for you?
  • Teams who’ve struggled with gaps or conflicting documentation during past audits and inspections
  • Anyone responsible for communicating trial activities clearly and consistently
  • Sponsors or CROs aligning across multiple stakeholders and systems
  • Complex clinical study  
  • After migration and/or acquisition of clinical study
When should you use this service?
  • As part of inspection readiness preparation at study close-out
  • Post-filing, to align on the story your TMF is telling
  • During onboarding of new study teams or CROs
  • At study start-up phase as a best practice
  • Ahead of a regulatory inspection or a mock one or an audit
Benefits
  • Develop a strong, unified study narrative that ties together critical decisions, timelines, and risks
  • Improve team alignment and ensure everyone can speak to the same facts
  • Gain practical tools to support confident inspection conversations
  • Identify gaps in documentation that could undermine your study story
Deliverables
  • Study-specific storyboard to apply across future studies
  • Lasting knowledge on how to effectively develop storyboards
Time Frame
4 hours
Price
Starting at $900
Workshop

TMF Maturity Accelerator

The TMF Maturity Accelerator assesses where your organization currently stands on the TMF maturity curve. This service then helps you accelerate TMF maturity, embed quality by design, and build a roadmap to long-term compliance and operational excellence.

Learn more
Is this service for you?
  • Your TMF management feels ad hoc, decentralized, or overly manual
  • You're scaling up and need repeatable, scalable TMF processes
  • You want to standardize TMF practices across studies, vendors, or departments
When should you use this service?
  • You're scaling up  
  • During the implementation of a new eTMF system
  • When moving from study-by-study TMF management to enterprise-level TMF oversight
Benefits
  • Clear and actionable insights to improve the maturity of your TMF  
  • More fluid and efficient TMF processes  
Deliverables

TMF maturity assessment with actionable recommendations

Time Frame
4 hours
Price
Starting at $900
Workshop

TMF Accuracy and Completeness Workshop

Learn how to perform smart, targeted TMF cross-checks that improve accuracy, reduce gaps, and build confidence in your TMF’s story.

Learn more
Is this service for you?
  • You're involved in TMF quality control and inspection readiness
  • You’re a study team struggling with document inconsistencies across TMF zones
  • Anyone who’s ever thought: “This document is here… but where’s the rest of the story?”
When should you use this service?
  • As part of ongoing TMF review  
  • When onboarding new vendors or team members into TMF oversight
Benefits
  • Decreased workload and more efficient processes
  • Improved compliance  
  • Increased confidence in your TMF’s completeness and consistency
Deliverables

The knowledge you need to perform ongoing cross-checks in your clinical trial study.

Time Frame
4 hours
Price
Starting at $900
Workshop

Document Quality Excellence Workshop

Learn to confidently perform record-level quality checks on real TMF documents from active clinical studies and assess compliance using ALCOA++ and GDocP principles.

Learn more
Is this service for you?
  • You're performing or supporting routine TMF QC checks
  • You’re unsure what to look for in individual records
  • You want guidance based on regulatory expectations and best practices
When should you use this service?
  • To conduct regular TMF quality control activities
  • To prepare for audit and inspection readiness
  • To strengthen your record QC process with real-world techniques
Benefits
  • You’ll build a solid understanding of how to correctly perform record QC
  • Improved data integrity and record consistency
  • Less inspection and audit findings
Deliverables

QC’d records with clear examples of issues and how to remediate them.

Time Frame
4 hours
Price
Starting at $900