Benefits of Portfolio Planning

The ClearTrial Portfolio Planning capability in ClearTrial PLAN Enterprise Edition helps you optimize your clinical development planning by provided advanced visibility to trial budgets, resource demands, and timelines at the portfolio or program level.

Faster and Easier Planning Across Your Development Programs

In minutes, you can build, assess, and compare portfolios according to the budget cycles, business objectives, and development criteria you wish to measure. Adjust an underlying study or studies and see the changes automatically reflected in the portfolio. Make "on-the-fly" adjustments to timelines to evaluate part or all of the portfolio.

For example, the software lets you:

  • Easily identify areas of heavy FTE utilization to adjust hiring/contracting
  • Instantly see the budget impact of dropping or delaying a study or group of studies
  • Immediately assess the result on hours and fees, by month, of outsourcing all
Increased Accuracy to Make Informed Planning Decisions

ClearTrial Portfolio Planning helps reduce or eliminate errors in the “manual roll-up” process, while the activity-based project planning intelligence embedded in the software automatically generates accurate and detailed:

  • Monthly and quarterly budget forecasts including major task and provider costs
  • Resource forecasts including hours and FTEs for specific resources
  • Project milestones for all studies in a portfolio
Flexibility to Support Your Business Objectives and Processes

Because the software allows you to build and assess portfolios by virtually any clinical development dimensions and business objective, it gives you the ability to adapt quickly to changing situations.

  • Create and assess portfolios by program, business unit, therapeutic indication, service provider, region, and more
  • Develop and compare portfolios by 1-, 3- or 5-year budget cycles, or even longer ranges
  • Assess the financial impact of potential in-licensing and out-licensing deals
  • Evaluate the impact of program-level outsourcing strategies
  • Support stage-gate decision-making for portfolio management