The Site AI Playbook: Vendor Tools, Homegrown Solutions & What's Working

Artificial intelligence is quickly becoming part of everyday clinical research operations, but determining where it delivers real value — and where expectations outpace reality — remains a challenge for many sites. From source documentation and document review to regulatory compliance and financial workflows, AI is creating new opportunities to reduce administrative burden while improving consistency, quality, and oversight.

Clinical research leaders are increasingly faced with important decisions: Which capabilities can be built or configured internally? What should be expected from existing technology platforms? And when does a purpose-built AI solution provide a meaningful operational advantage? Understanding how to evaluate these options is essential as AI becomes a standard component of the clinical trial technology landscape.

Drawing on real-world implementation experiences from clinical site operators, this discussion provides a practical framework for assessing AI opportunities, identifying high-impact use cases, and separating genuine innovation from marketing hype. Participants will gain guidance on evaluating vendors, recognizing warning signs, and asking the right questions before investing in new solutions. Whether beginning an AI journey or expanding existing initiatives, clinical research teams will leave with actionable strategies to support smarter, more compliant, and more efficient trial operations.