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Accelerate Study Start-up. Activate Sites Faster. Launch With Confidence.

Cloudbyz Study Start-up turns feasibility, regulatory, contracts, vendor readiness, and site activation into one connected workflow — so clinical teams reduce cycle time, eliminate delays, and stay inspection-ready from day one.
milestones
Standardize startup milestones across countries and sites
tracking
Track contracts, regulatory, vendors, and readiness in one place
audit
Built-in evidence and audit trails for inspection readiness
Study Start-up

Trusted by Top Companies

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A C R
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Study Start-up Is Still Where Clinical Operations Loses Time and Control

Even with CTMS, eTMF, and document systems in place, study start-up remains fragmented. Work happens across email, spreadsheets, shared drives, and disconnected vendor portals — creating delays that cascade into enrollment, timelines, and cost.
Fragmented study start-up operations

What Cloudbyz Study Start-up Delivers

Cloudbyz is designed to make study start-up measurable, repeatable, and scalable — across studies, countries, sites, and partners.

Faster site activation and reduced startup cycle time

Real-time visibility across countries, sites, and vendors

Fewer handoff errors and less rework

Better predictability for enrollment and timelines

Stronger inspection readiness through evidence-backed execution

Scale start-up without scaling headcount

Study Start-up Execution System

More Than Tracking — Study Start-up as an Execution System

Most tools track start-up status. Cloudbyz executes it.

  • Cloudbyz Study Start-up standardizes key startup milestones to ensure consistent and structured execution across studies.
  • It automates workflows to streamline processes and reduce manual coordination efforts.
  • The system captures and maintains documented evidence to support readiness and compliance.
  • Fully unified with Cloudbyz CTMS and the broader Cloudbyz eClinical platform, it creates a single source of truth for study readiness.

Core Capabilities

Milestone Packs, Dependencies & Readiness Scoring

Standardize What “Ready” Means — Across Every Country and Site

Cloudbyz replaces inconsistent startup trackers with structured milestone packs aligned to your SOPs. Teams can define readiness once, reuse it across studies, and scale globally without reinventing the process.

Includes:

  • Country and site milestone templates
  • Dependency logic (parallel vs blocking tasks)
  • Readiness scoring (Green / Yellow / Red)
  • Portfolio dashboards across studies, countries, and sites
Milestone Packs, Dependencies & Readiness Scoring
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Site Feasibility, Profiling & Selection

Faster Feasibility With Data-Driven Site Selection

Cloudbyz enables sponsors and CROs to run feasibility and site profiling at scale. Capture structured responses, compare sites consistently, and make faster selection decisions with confidence.

Includes:

  • Configurable feasibility questionnaires
  • Site profiling and capabilities tracking
  • Site scoring models (experience, capacity, performance)
  • Historical site performance and reuse of preferred sites
Site Feasibility, Profiling & Selection
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Contract & Budget Workflow Tracking

Make Contracts and Budgets Visible — Without Slowing the Team

Contract and budget negotiation is one of the biggest sources of activation delays. Cloudbyz brings CTA and budget workflows into the start-up execution layer so teams can see bottlenecks early and keep timelines realistic.

Includes:

  • CTA and budget status workflows
  • Redline and negotiation cycle tracking
  • Approvals, escalations, and audit history
  • Capture key terms and payment triggers
Contract & Budget Workflow Tracking
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Regulatory Submission & Approval Tracking

Manage Regulatory and Ethics Readiness as a Controlled Process

Cloudbyz centralizes IRB/EC submissions and regulatory approvals so teams always know what has been submitted, what is approved, what is expiring, and what is blocking activation.

Includes:

  • Central vs local IRB/EC tracking
  • Country regulatory authority submissions
  • Approval expiry, renewal, and amendment tracking
  • Submission completeness checks and evidence capture
Regulatory Submission & Approval Tracking
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Vendor Readiness Coordination

Bring Vendor Start-up Into One Control Plane

Start-up timelines are often delayed by vendors: labs, imaging, IRT, logistics, and eCOA. Cloudbyz tracks vendor deliverables in the same readiness model so you can coordinate across all parties with shared accountability.

Includes:

  • Vendor onboarding checklists and milestones
  • Lab, imaging, IRT/RTSM, eCOA, and logistics readiness
  • Shared views across sponsors, CROs, and vendors
  • Delay tracking and escalation workflows
Vendor Readiness Coordination
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Site Onboarding & Training Readiness

Ensure Sites Are Truly Ready to Enroll

A site is not ready because an approval exists — it is ready when staff, training, systems access, and documentation are complete. Cloudbyz helps teams standardize onboarding and capture readiness evidence.

Includes:

  • Site training checklists (protocol, GCP, EDC, IRT, safety)
  • Training completion evidence capture
  • Staff roster and role readiness
  • Activation gating logic based on readiness
Site Onboarding & Training Readiness
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Essential Documents & Inspection Readiness

Build Inspection Readiness Into Start-up — Not After

Cloudbyz captures evidence as part of the workflow. Every milestone can require documentation, approvals, and artifacts — automatically organized and audit-ready.

Includes:

  • Evidence requirements per milestone
  • Document versioning and audit trails
  • “Proof of readiness” summaries by site/country
  • Continuous readiness instead of last-minute cleanup
Essential Documents & Inspection Readiness
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Activation Forecasting & Bottleneck Analytics

Predict Activation — Don’t Just Report Status

Cloudbyz turns start-up execution data into forecasting and analytics. Teams can see expected activation timelines, top delay drivers, and where intervention will make the biggest impact.

Includes:

  • Forecasted activation dates by site/country
  • Cycle-time benchmarking
  • Bottleneck dashboards (contracts, regulatory, vendors, training)
  • Executive-ready weekly summaries
Activation Forecasting & Bottleneck Analytics
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AI Agents for Study Start-up

AI Agents That Remove the Manual Work — Without Losing Control

Study start-up is high-volume, document-heavy, and full of repetitive follow-ups. Cloudbyz AI Agents automate the work that slows teams down while maintaining audit trails and human oversight.

AI Agents Included

AI Feasibility Agent

Reviews feasibility responses, flags inconsistencies, and scores sites — accelerating site selection.

AI Start-up Coordinator Agent

Tracks milestone progress, identifies blockers, and nudges stakeholders automatically.

AI eTMF Agent

Automates document intake, classification, metadata capture, and QC validating completeness, flagging gaps, and generating inspection-ready summaries so your TMF team can focus on oversight, not admin.

AI Executive Insights Agent

Generates weekly start-up narratives: what changed, what’s delayed, and what to prioritize next.

Built for Trust and Compliance

Human-in-the-loop

Human-in-the-loop approvals

Audit trail

Full audit trail of AI actions and recommendations

Configurable rules

Configurable rules aligned to SOPs

Secure governance

Secure governance aligned to GxP expectations

Why Cloudbyz Study Start-up Is Different

Unified With CTMS and the eClinical Platform

Cloudbyz connects start-up workflows directly to CTMS execution, eTMF evidence, and downstream financial processes — eliminating handoff gaps.

Designed for Execution, Not Just Tracking

Milestone packs, dependencies, gating, evidence, and automation create a system that drives work forward.

Built on Salesforce

Enterprise-grade scalability, security, and global performance — with configuration flexibility for complex organizations.

Configurable to Your SOPs

No rigid templates. Configure start-up workflows to match your organization's processes and governance.

Built for the Teams Who Own Start-up

Sponsors

Sponsors

Standardize global start-up, reduce cycle time, and improve predictability.

CROs

CROs

Run multiple studies in parallel with consistent execution and shared accountability.

Sites

Site Networks

Streamline onboarding, training, documentation, and activation readiness.

Enterprise-Grade Security and Auditability

Cloudbyz is built for regulated environments and designed to support inspection readiness.
Enterprise-Grade Security and Auditability

Ready to Make Study Start-up Predictable?

See how Cloudbyz Study Start-up helps sponsors, CROs, and sites activate faster, reduce delays, and stay inspection-ready from day one.

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21CFR
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ISO 9001
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