A week to find out whether someone was eligible

Screening ran 5–7 days, and a trial timeline is made of those days

Prescreening a Phase II participant, managing consent and evaluating eligibility were manual and fragmented steps, coordinated across care teams and lab teams working from different views. The cycle took 5 to 7 days, and 30 to 40% of enrolments were delayed beyond it.

In clinical operations that arithmetic is not an inconvenience. Enrolment rate sets the trial timeline, and a screening cycle that runs a week caps how quickly a cohort can be assembled regardless of how many candidates are available.

• Assessments were inconsistent. Without a structured instrument, eligibility judgements varied between coordinators, which is a reproducibility problem before it is an efficiency one.
• There was no real-time view of a participant's progress, so teams could not tell where someone had stalled without asking.
• Consent moved on paper, holding up the steps behind it.
• Compliance risk grew with the manual handling, because every uncaptured step is one that cannot be evidenced later.

Digitising consent is the smaller half of this

Putting consent on a screen shortens one step. What actually compressed the cycle was making the assessment structured and the trial activity visible, so a coordinator and a lab team are working from the same participant state, and an eligibility decision follows the same form every time.

That distinction shaped the build. The target was not a paperless version of the existing process; it was a consistent one, where each participant moves through prescreening, consent and eligibility as tracked stages rather than as correspondence between teams.

One participant journey, with approvals where the teams already are

Salesforce Life Sciences Cloud carries clinical trial and participant management: digital prescreening, consent management and eligibility evaluation as structured, automated workflows against one participant record. Experience Cloud provides the participant-facing side of that, and an e-sign integration carries digital consent inside the workflow rather than alongside it.

Approvals run through Slack, so the collaboration between care coordinators and lab teams happens where those teams already work rather than in a queue they have to remember to check. Agentforce provides AI assistance to both groups through the process.

The screening cycle is three times faster, manual effort is down 60%, and enrolment efficiency has risen 25%. Teams can see screening turnaround, the enrolment pipeline, eligibility status and current trial activity, the visibility that was missing when a delayed participant was only discovered by asking after them.