Practical solutions for stronger clinical research operations.
SAGEX supports clinical research sites, healthcare organizations, and research teams with practical guidance designed to improve operations, strengthen workflows, and support sustainable performance.
Our approach combines real-world clinical research experience, operational insight, and education to help organizations identify challenges, understand their impact, and implement solutions that work in practice.
Operational Consulting Options
Focused Operational Consultation
60 minutes • Virtual • $350
A focused virtual consultation for clinical research teams seeking practical guidance on one defined site or study-operations challenge. We’ll discuss the current process, identify key gaps or bottlenecks, and establish actionable next steps.
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What’s included
One 60-minute virtual consultation
Up to five attendees from the same organization
Focused guidance addressing one operational concern
A personalized written summary with key observations, priority recommendations, and suggested next steps
Summary delivered within three business days
Clinical Research Site Optimization Assessment
Approximately 3 weeks • Virtual • Starting at $1,250
A structured assessment for research sites seeking a clearer understanding of workflow gaps, operational risks, handoffs, and opportunities for improvement. The engagement concludes with prioritized recommendations designed to support stronger, more consistent site operations.
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A base assessment generally includes
One site or research team
Review of up to two closely related operational workflows
Focused review of up to five agreed-upon documents, not exceeding 40 total pages
One 60-minute kickoff and workflow discussion
One 45-minute findings-review meeting
A written assessment and prioritized action plan
The final scope, timeline, deliverables, and fee are confirmed after a complimentary discovery call and before payment. The assessment timeline begins once the kickoff is complete and all agreed-upon materials have been received. Most base assessments are completed within approximately three weeks.
Optimization & Implementation Support
Approximately 3 weeks for focused engagements • Virtual, Hybrid or Onsite • Starting at $2,500
Customized support for organizations ready to improve a selected workflow, put recommendations into practice, or strengthen operational consistency. Engagements are designed around the organization’s priorities, available resources, and desired outcomes.
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Support may include
Workflow redesign and implementation planning
Development of practical tools, trackers, or templates
Clarification of roles, responsibilities, and handoffs
Team-readiness or process training
Implementation check-ins and progress evaluation
Follow-up recommendations for sustaining improvements
Focused engagements may be completed in approximately three weeks. Projects involving multiple workflows, departments, deliverables, or implementation phases may require additional time. The scope, deliverables, meeting schedule, project timeline, and total fee are established in a written proposal before work begins.
Areas of Support
Site Operations & Performance
Evaluate current processes, identify operational gaps, and develop practical recommendations for stronger day-to-day performance.
Study Start-Up & Activation Readiness
Support protocol review, feasibility planning, workflow development, team readiness, and study implementation.
Clinical Workflow Design
Build clear, workable processes for inpatient, outpatient, and hybrid research environments.
Quality & Compliance Readiness
Strengthen documentation practices, quality-control systems, data integrity, and inspection or audit preparedness.
Training & Implementation Support
Translate procedures and requirements into understandable, actionable guidance for research teams.
Prefer a self-guided resource?
Explore practical resources designed to help clinical research teams organize responsibilities, identify operational gaps, document actions, and move important work forward.
