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Mid-Study Transition of a Global Study:
Migration from Paper TMF to eTMF

ASHLEY SMITH, LIFE SCIENCES SOLUTIONS, PROJECT MANAGER
TransPerfect- Trial Interactive
OCTOBER 23, 2013
AGENDA
• Scope of Project
• Initial Steps
• Execution
• Challenges & Resolution
CLIENT NARRATIVE
Client: Major Pharmaceutical Company conducting a Phase
III study in 30 different countries
• Initially started using only one CRO as primary TMF holder
• Planned to expand to additional countries around the world
• Hired three additional CROs regionally
• Initiated the transfer of TMF during the study start up
process

Site Activation
• Goal of 400 sites world wide
• At the point of transfer 120 sites were active within 30
countries
SCOPE OF PROJECT
Timeline identified for
documents to be received,
indexed, and coded
Transition and train
all CROs and Sponsor
to new eTMF system
and structure

Transition from CRO
TMF structure to TMF
Reference Model

Project
Elements

Approximate number of
documents: 30,000

Regions that will send
docs to TransPerfect:
APAC, EMEA, LA, US
INITIAL STEPS: TRAINING

TransPerfect
Staff

Sponsor

Partnering
CROs

Internal
Auditors
INITIAL STEPS: SET UP
Set-up index structure and confirm specifications of metadata to be collected

Generation of configuration and mapping document

Generation of document transmittal form
Highlighting specification on document submission (wet ink, translation required)
INITIAL STEPS: TIMELINES
Set timelines for receipt of
paper documents, inventory,
scan, upload and index of
documents

Stagger timelines for site level
versus central file documents

Generate document tracking
reports to communicate
transition progress
PROCESS EXECUTION
INDEXING
• Document transitional
process of previous index
structure to new index
structure and share with
client
• Mapping changes from
the old index structure to
the new

REPORTING
• Develop reporting
mechanism for illegible
documents and documents
that need to be
resubmitted
• Standardization of receipt
documentation for multiple
submitters
EXECUTION
•

Track priority countries and priority site document

•

Inventory, assign document ID, scan, and code document

•

Streamlined indexing operation in the US and UK

•

Streamlined coding process in India, US, and UK
EXECUTION: TIMELINE
•

Documents received:

March
24,018
February
14,457
January
6,572

April
35,824
EXECUTION

•

All documents coded and indexed by end of May 2013

•

Initiate a reconciliation process with paper files to ensure
accuracy and completeness of paper files
• Reconciliation set to be complete by November 2013
CHALLENGES

•

Multiple languages
•

Resolution: Translation

•

Upgrade: Inline translation of documents during coding
process to increase efficiency
CHALLENGES

•

Multiple changes to the index structure – the site file and
country level filing structure
•

Resolution: File sign off on document mapping
SUMMARY

•
•

Reduction in paper documents sent to eTMF

Increased ability for reporting across all countries
•

Increased visibility on study metrics
CONTACT INFORMATION

Ashley Smith, PM
Life Sciences Solutions
TransPerfect
3 Park Ave New York, NY
212.689.5555
THANK YOU!

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Mid-Study Transition of a Global Study: Migration from Paper TMF to eTMF

  • 1. Mid-Study Transition of a Global Study: Migration from Paper TMF to eTMF ASHLEY SMITH, LIFE SCIENCES SOLUTIONS, PROJECT MANAGER TransPerfect- Trial Interactive OCTOBER 23, 2013
  • 2. AGENDA • Scope of Project • Initial Steps • Execution • Challenges & Resolution
  • 3. CLIENT NARRATIVE Client: Major Pharmaceutical Company conducting a Phase III study in 30 different countries • Initially started using only one CRO as primary TMF holder • Planned to expand to additional countries around the world • Hired three additional CROs regionally • Initiated the transfer of TMF during the study start up process Site Activation • Goal of 400 sites world wide • At the point of transfer 120 sites were active within 30 countries
  • 4. SCOPE OF PROJECT Timeline identified for documents to be received, indexed, and coded Transition and train all CROs and Sponsor to new eTMF system and structure Transition from CRO TMF structure to TMF Reference Model Project Elements Approximate number of documents: 30,000 Regions that will send docs to TransPerfect: APAC, EMEA, LA, US
  • 6. INITIAL STEPS: SET UP Set-up index structure and confirm specifications of metadata to be collected Generation of configuration and mapping document Generation of document transmittal form Highlighting specification on document submission (wet ink, translation required)
  • 7. INITIAL STEPS: TIMELINES Set timelines for receipt of paper documents, inventory, scan, upload and index of documents Stagger timelines for site level versus central file documents Generate document tracking reports to communicate transition progress
  • 8. PROCESS EXECUTION INDEXING • Document transitional process of previous index structure to new index structure and share with client • Mapping changes from the old index structure to the new REPORTING • Develop reporting mechanism for illegible documents and documents that need to be resubmitted • Standardization of receipt documentation for multiple submitters
  • 9. EXECUTION • Track priority countries and priority site document • Inventory, assign document ID, scan, and code document • Streamlined indexing operation in the US and UK • Streamlined coding process in India, US, and UK
  • 11. EXECUTION • All documents coded and indexed by end of May 2013 • Initiate a reconciliation process with paper files to ensure accuracy and completeness of paper files • Reconciliation set to be complete by November 2013
  • 12. CHALLENGES • Multiple languages • Resolution: Translation • Upgrade: Inline translation of documents during coding process to increase efficiency
  • 13. CHALLENGES • Multiple changes to the index structure – the site file and country level filing structure • Resolution: File sign off on document mapping
  • 14. SUMMARY • • Reduction in paper documents sent to eTMF Increased ability for reporting across all countries • Increased visibility on study metrics
  • 15. CONTACT INFORMATION Ashley Smith, PM Life Sciences Solutions TransPerfect 3 Park Ave New York, NY 212.689.5555