We Mapped What Sites Actually Do to Prepare Source Docs - The Results Are Eye-Opening

Investigative sites shoulder the critical task of turning complex clinical trial protocols into workable, compliant source documents — but how this happens in practice is often opaque, inconsistent, and inefficient. Drawing on a late-2025 global survey of 209 investigative sites, this session sheds light on how sites actually prepare and manage the source materials that underpin high‑quality clinical research.

The findings reveal a fragmented landscape marked by unclear terminology, varied workflows, and a wide mix of paper and electronic systems. These realities create bottlenecks that slow study start-up, increase staff burden, and introduce risk to data quality. This session explores how sites translate protocols into tools such as templates, worksheets, calendars, and shadow charts, and where the most significant pain points emerge along the way.

Following a concise overview of the research results, investigative site leaders will offer practical perspectives on roles, work effort, and the impact of protocol complexity on source preparation. Attendees will gain a clearer view of rate‑limiting steps, common challenges, and where collaboration across sponsors, sites, and service providers could meaningfully improve efficiency, speed, and data integrity.

Join the discussion to better understand how smarter, more standardized approaches can accelerate study activation and execution.