What gets lost between tools?
Identify a recent missed handoff or duplicated task. Use that example to focus the demonstration.
Who needs the context?
List the roles involved and the minimum information each needs. Ask how access is configured and changed.
What happens when the process breaks?
Walk through an unreachable participant, an incorrect record, and a change of study status.
What does our institution need?
Prepare the security, privacy, procurement, and data questions that determine whether evaluation can proceed.
How will we know it helps?
Choose measures such as time spent coordinating, clarity of ownership, or successful follow-up. Establish the current baseline before expecting improvement.
An introductory planning guide. Review study-specific requirements with your institution and research team.