Todata Analytics has introduced SiteGrades, a business intelligence solution built specifically for clinical research sites. SiteGrades integrates with existing systems—including CTMS, CRM, financial software, and spreadsheets—to provide real-time insights into patient recruitment, enrollment, profitability, and operational performance.

The platform addresses a major industry challenge: research sites produce vast amounts of valuable data across multiple systems, but extracting actionable intelligence often requires time-consuming manual compilation and analysis. SiteGrades solves this by running in the background, integrating seamlessly with existing tools, and eliminating the need for new data entry or workflow changes.

“SiteGrades revolutionized the way I operated Meridian,” said Nicole Osborn, founder and former leader of Meridian Clinical Research and now CEO and Principal Owner of Todata. “It gave us information no other tool could, and became integral to the way we scaled Meridian’s geographic footprint, site operations, and strategic partnerships with Sponsors and CROs. Every department relied on SiteGrades every day.” Early versions of the platform helped Meridian grow to over 30 locations and achieve a successful exit in 2022.

Key Capabilities of SiteGrades

  • True profitability grading: Detailed financial performance analysis across sites, studies, Sponsors, and therapeutic areas.
  • Enhanced enrollment tracking: Clear patient database demographics with automated monitoring against predefined goals.
  • Optimized capacity planning: Integration of staffing, facility utilization, and seasonality data to forecast and manage resources.
  • Improved Sponsor and CRO relations: Better pipeline visibility, rapid feasibility questionnaire responses, and robust performance reporting.

SiteGrades is powered by Todata’s proprietary GRADES framework, tailored for clinical research. This framework uses dynamic, weighted scoring to reflect each site’s unique strategic priorities, enabling leaders to make informed decisions about growth strategies, resource allocation, and client relationship management.

“In business development, timing is everything,” said Andrew Kimball, Chief Commercial Officer of Todata. “When a Sponsor needs information, you need to reply quickly. SiteGrades gives sites the ability to respond with accurate, current information.”

The platform supports Todata’s philosophy of enhancing—not replacing—existing business systems, ensuring rapid integration, zero workflow disruption, and real-time analytics from both granular and enterprise-wide perspectives.

SiteGrades complies with HIPAA regulations and employs enterprise-grade security. Research sites retain complete ownership and control of their data, with SiteGrades operating on secure, read-only access to connected systems.

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