Workflow Automation

MAESTRO Workflow Automation empowers clinical teams to design, automate, and optimize complex trial processes without coding—reducing manual effort, improving compliance, and accelerating timelines.

Workflow Automation Module

Process Excellence Platform

MAESTRO's Workflow Automation module transforms how clinical teams manage processes across trials. From simple approval chains to complex multi-stage processes with conditional logic, our visual workflow designer puts automation power in the hands of clinical operations teams—no coding required.

Visual Workflow Designer

  • Drag-and-drop workflow builder
  • Pre-built clinical process templates
  • Conditional branching and decision points
  • Role-based task assignments
  • Reusable process components

Smart Approvals

  • Role-based approval chains
  • Dynamic routing based on data values
  • Parallel and sequential approvals
  • Delegation and escalation paths
  • Electronic signatures with audit trails

Form Builder

  • Customizable data collection forms
  • Field-level validation rules
  • Conditional form logic
  • Data extraction from documents
  • Mobile-optimized layouts

Process Analytics

  • Real-time process monitoring
  • Bottleneck identification
  • Cycle time analytics
  • Workload distribution reports
  • Process optimization recommendations

Automation Engine

  • Event-triggered process initiation
  • Automated notifications and reminders
  • System integration actions
  • Scheduled and recurring workflows
  • Error handling and exception management

Compliance Controls

  • 21 CFR Part 11 compliant audit trails
  • Process validation documentation
  • Change control with version history
  • Enforced review and approval steps
  • Regulatory reporting automation

Workflow Efficiency Benefits

85%

Reduced Manual Steps

Automation eliminates repetitive tasks and manual handoffs, freeing teams to focus on high-value activities.

75%

Faster Process Cycle Times

Streamlined approvals and automated routing dramatically reduce process completion times.

100%

Process Compliance

Standardized workflows ensure every process follows approved procedures with complete audit trails.

60%

Improved Visibility

Real-time dashboards show process status, bottlenecks, and workload distribution across teams.

Seamless Integration

MAESTRO Workflow Automation works seamlessly with other MAESTRO modules to create an interconnected clinical operations ecosystem:

Workflow + CTMS

Automate site initiation, monitoring visit workflows, and payment approvals with direct integration to study, site, and patient data.

Workflow + eTMF

Streamline document review and approval processes with automatic filing of approved documents in the correct TMF location.

Workflow + QMS

Ensure compliant management of deviations, CAPAs, and other quality events with standardized, auditable processes.

Workflow + AI Agents

Leverage AI to extract data from documents, make routing decisions, and identify process optimization opportunities.

Success Story: Global Pharmaceutical Company

"MAESTRO Workflow Automation has transformed how we manage our clinical operations. We've reduced our study startup time by 62% while ensuring complete process compliance and visibility."

A global pharmaceutical company managing over 30 active clinical trials was struggling with inconsistent processes, delayed approvals, and limited visibility into process bottlenecks. Each therapeutic area had developed their own approach to managing study startup, document approvals, and site management—creating inefficiencies and compliance risks.

After implementing MAESTRO Workflow Automation, they established standardized processes for study startup, site initiation, monitoring visit management, and regulatory submissions. The visual workflow designer allowed clinical operations managers to create and modify processes without IT support, while maintaining compliance with company SOPs.

Within the first year, study startup time decreased from an average of 180 days to 68 days, document approval cycle times were reduced by 75%, and the team eliminated over 12,000 hours of manual administrative work. Most importantly, the platform provided complete visibility into process status, with dashboards highlighting bottlenecks and automatically escalating delayed tasks to ensure timely completion.

Schedule a Demo

See how MAESTRO Workflow Automation can transform your clinical operations. Schedule a personalized demo with our team to explore the platform's capabilities and discuss your specific needs.

Join organizations achieving faster cycle times, complete process compliance, and operational excellence—all while reducing manual effort and accelerating study timelines.

Book Your Discovery Call