Clinical Trials Enterprise at Large Research Academic Medical Center - Somehow, all these smart people are most impressed by how we use!
January 29, 2021

Clinical Trials Enterprise at Large Research Academic Medical Center - Somehow, all these smart people are most impressed by how we use!

Carlos Rojas, PMP, LSSBB | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with

  • Increased visibility across units as to the status of projects.
  • Much better responsiveness to service requests and ensuring they are completed.
  • Increased integration of data across clinical research units since everyone wants their own Monday workspace which then give us data access.
  • Our strategic initiatives group is busier than ever with eager internal customers looking for solutions to workflow/data challenges... this is great.
We use as our central system for daily operations tracking across clinical research administrative units. We use it as a ticketing/demand management system for service requests relating to clinic, coordinators, biostatistics, MRI, pharmacy, etc. We use it as a project portfolio management tool to focus our efforts and distributed assignments.
We started using it 5 years ago as a project management tool, and bit by bit it has grown to use throughout the entire organization. As a strategic initiatives group, we listen to other units and their operational challenges. So often, a board is an efficient and user friendly solution for their problem. Its quick to deploy and looks great. The sharp, colorful look cannot be overestimated.
It solves integration problems for data, repetitive tasks, notifications, collaboration, change management, and countless administrative challenges in a clinical research enterprise.
  • Service requestmanagement.
  • Project portfolio management.
  • Research subject visit management.
  • Simple volume dashboards.
  • The new navigation system for workspaces is challenging. More clicking than I'd like.
  • The date field doesn't allow manual entry but instead you need to click through to each year/month. This is burdensome for any dates not in the current year.
  • Formula formatting is difficult... getting the right date format with a calculated field takes more formula layers than I'd expect. We all come from the Excel world so matching that a bit more would be great.
  • The support process for problems can be tedious with lots of back and forth.
Looks so good. The colors make it fun. The easy configuration of options through a simple WYSIWYG format makes it so that anyone can use it. The plain language automations give people the power to make their code without needing technical skills.
When I first was looking for a project management tool 5 years ago, I experimented with many different products and this one originally stood out for the lightweight and friend feel (DaPulse back then). It has kept that unintimidating feel while becoming super powerful.
The back and forth with tech support can take a while to resolve many issues... it seems like we get bounced across different technicians so we take some steps backwards in catching them up. It was nice to have the Enterprise support with a single POC. Integrating these pieces for customers would be helpful.
It's been mostly great, with a couple of rare instances of automations suddenly disappearing or boards not being accessible. We had an instance where having many automations slowed things down. There is potential to create a hierarchy of automations to help with this, along with a search feature to sort through them better.
So for an organization like ours, uptime is fine. If we had totally mission critical processes (like patient facing, hospital type data) then we'd need a new SLA.

Do you think delivers good value for the price?


Are you happy with's feature set?


Did live up to sales and marketing promises?


Did implementation of go as expected?


Would you buy again?


Suited for quickly scaling organizations that need quick, nimble solutions for workflow challenges.
For organizations dealing with service requests/ticketing systems, the Monday/Jotform integration is fantastic. Quick deployment of forms with structured data intake and then automations.

Challenges with PHI/HIPAA across API/integrations, as those integrations are not under BAA. Feature Ratings

Task Management
Resource Management
Gantt Charts
Workflow Automation
Team Collaboration
Support for Agile Methodology
Not Rated
Document Management
Email integration
Mobile Access
Timesheet Tracking
Change request and Case Management
Budget and Expense Management
Not Rated
Project & financial reporting
Not Rated
Integration with accounting software