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Case Study
Clinical trials organization recruits
14,500 patients in 4 months
A private-equity-owned clinical trials organization was in need to
develop a more efficient, engaging and effective way to manage
recruitment.
About client
Clinical trials are an essential step towards saving and improving
lives. Volunteer-patients are critical to their success, but recruitment
is complex and challenging.
Lots of questions are asked, and the onboarding process takes time.
They needed to accelerate the process for a COVID-19 vaccine.
The challenge Accelerating recruitment to help save lives
We provided an end-to-end solution for recruiting and screening
patients for clinical trials. We recruited associates for empathy
and provided training to help them build relationships with
patient-volunteers.
The technology solution included email and SMS in addition to
voice call support.
The solution A digital first approach that inspires,
engages and accelerates results
In the 18 months prior to the vaccine brief, Firstsource had
proactively cleansed and strengthened the client’s patient-
volunteer database. It doubled in size, providing a robust
foundation for recruitment.
A key initiative was to interview high-quality candidates who had
dropped out of previous trials. The team identified pain points so
the client could adapt their approach (for example, adjust clinic
opening times) to support success.
Key initiatives
Firstsource developed new approaches to generate interest and
accelerate onboarding. Real time analytics provided valuable
insight into what was working, so the team could learn, adapt and
improve.
The optimum communications mix were identified to engage
patient-volunteers when, where and how suited them best.
Sensitive telephone screening supported by a blend of digital
communications proved to be a winning formula.
Our Approach
Committed to delivering an outstanding patient-volunteer
experience, the 40-FTE strong team at Firstsource underwent
rigorous training and put advanced quality mentoring in place.
When the vaccine brief went live, the client and Firstsource
adopted a ‘one team’ approach, uniting to deliver a fast, effective
and sensitive recruitment drive.
Committing to Excellence
“You have been such a delight to speak with. I haven’t done
anything like this before [but] you made this so easy for me to be
a part of. I am looking forward to doing it.”
Patient-volunteer, UK
“
To accelerate results, Firstsource took the initiative on the typically
nurse-led second stage of screening, reducing the onboarding
process by a further three days, speeding up the total time to book
appointments by 80 percent.
The results Exceeding targets, on time
Omnichannel communications, personalized messaging and
empathetic associates worked in concert to deliver impressive results.
Same-day SMS messages increased mobile answer rates by 24
percent, while a factsheet mailer to screened volunteers reduced the
booking process by more than three days.
The results Outstanding engagement
14,500patients recruited
in just four months
Business impact
43% reduction in
cost per acquisition
Business impact
40% reduction in
appointment cancellations
Business impact
97%calls deliver
‘outstanding’ patient satisfaction
Business impact
3-day saving on
call-to-clinic-appointment timeframe
Business impact
“The Firstsource team has delivered phenomenal results for us
– providing exceptional patient experiences alongside record
volumes of appointment bookings and huge efficiency-
savings.”
Senior Manager, Contact Center Campaigns
Exceeding expectations
Let’s work together to solve it.
To speak to our experts, visit
https://www.firstsource.com/contact/
What’s your challenge?
© Firstsource Solutions Limited | Confidential
www.firstsource.com
Helping customers stay ahead of
the curve through transformational
technologies and capabilities
Firstsource Solutions Limited, an RP-Sanjiv Goenka Group company, is a
leading provider of transformational solutions and services spanning the
customer lifecycle across Healthcare, Banking and Financial Services,
Communications, Media and Technology and other industries.
Our ‘Digital First, Digital Now’ approach helps organizations reinvent
operations and reimagine business models, enabling them to deliver
moments that matter and build competitive advantage.
With an established presence in the US, the UK, India and the
Philippines, we act as a trusted growth partner for over 100 leading
global brands, including several Fortune 500 and FTSE 100 companies.

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Clinical trials organization recruits 14,500 patients in 4 months

  • 1. Case Study Clinical trials organization recruits 14,500 patients in 4 months
  • 2. A private-equity-owned clinical trials organization was in need to develop a more efficient, engaging and effective way to manage recruitment. About client
  • 3. Clinical trials are an essential step towards saving and improving lives. Volunteer-patients are critical to their success, but recruitment is complex and challenging. Lots of questions are asked, and the onboarding process takes time. They needed to accelerate the process for a COVID-19 vaccine. The challenge Accelerating recruitment to help save lives
  • 4. We provided an end-to-end solution for recruiting and screening patients for clinical trials. We recruited associates for empathy and provided training to help them build relationships with patient-volunteers. The technology solution included email and SMS in addition to voice call support. The solution A digital first approach that inspires, engages and accelerates results
  • 5. In the 18 months prior to the vaccine brief, Firstsource had proactively cleansed and strengthened the client’s patient- volunteer database. It doubled in size, providing a robust foundation for recruitment. A key initiative was to interview high-quality candidates who had dropped out of previous trials. The team identified pain points so the client could adapt their approach (for example, adjust clinic opening times) to support success. Key initiatives
  • 6. Firstsource developed new approaches to generate interest and accelerate onboarding. Real time analytics provided valuable insight into what was working, so the team could learn, adapt and improve. The optimum communications mix were identified to engage patient-volunteers when, where and how suited them best. Sensitive telephone screening supported by a blend of digital communications proved to be a winning formula. Our Approach
  • 7. Committed to delivering an outstanding patient-volunteer experience, the 40-FTE strong team at Firstsource underwent rigorous training and put advanced quality mentoring in place. When the vaccine brief went live, the client and Firstsource adopted a ‘one team’ approach, uniting to deliver a fast, effective and sensitive recruitment drive. Committing to Excellence
  • 8. “You have been such a delight to speak with. I haven’t done anything like this before [but] you made this so easy for me to be a part of. I am looking forward to doing it.” Patient-volunteer, UK “
  • 9. To accelerate results, Firstsource took the initiative on the typically nurse-led second stage of screening, reducing the onboarding process by a further three days, speeding up the total time to book appointments by 80 percent. The results Exceeding targets, on time
  • 10. Omnichannel communications, personalized messaging and empathetic associates worked in concert to deliver impressive results. Same-day SMS messages increased mobile answer rates by 24 percent, while a factsheet mailer to screened volunteers reduced the booking process by more than three days. The results Outstanding engagement
  • 11. 14,500patients recruited in just four months Business impact
  • 12. 43% reduction in cost per acquisition Business impact
  • 13. 40% reduction in appointment cancellations Business impact
  • 14. 97%calls deliver ‘outstanding’ patient satisfaction Business impact
  • 15. 3-day saving on call-to-clinic-appointment timeframe Business impact
  • 16. “The Firstsource team has delivered phenomenal results for us – providing exceptional patient experiences alongside record volumes of appointment bookings and huge efficiency- savings.” Senior Manager, Contact Center Campaigns Exceeding expectations
  • 17. Let’s work together to solve it. To speak to our experts, visit https://www.firstsource.com/contact/ What’s your challenge?
  • 18. © Firstsource Solutions Limited | Confidential www.firstsource.com Helping customers stay ahead of the curve through transformational technologies and capabilities Firstsource Solutions Limited, an RP-Sanjiv Goenka Group company, is a leading provider of transformational solutions and services spanning the customer lifecycle across Healthcare, Banking and Financial Services, Communications, Media and Technology and other industries. Our ‘Digital First, Digital Now’ approach helps organizations reinvent operations and reimagine business models, enabling them to deliver moments that matter and build competitive advantage. With an established presence in the US, the UK, India and the Philippines, we act as a trusted growth partner for over 100 leading global brands, including several Fortune 500 and FTSE 100 companies.