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MA Technologies LLC — Clinical Research

Recruitment Intelligence

Turn recruitment data into earlier decisions.

Clinical trial recruitment rarely fails because there is no data. The problem is knowing what the data is telling you early enough to act.

Recruitment Intelligence brings your existing recruitment, site and study data together to forecast enrollment, identify where the funnel is breaking down, and surface interventions before delays become expensive.

See the problem earlier. Intervene sooner. Learn from every study.

Request a briefingSee the three views
LeadPre-qualified-16%Contacted-19%Scheduled-38%Screened-27%Randomized-37%SITESBR-01US-01PL-02ES-03

Stage drop-off → signal → intervention

Forecast

Model expected enrollment before it starts.

Monitor

See live funnel status, always current.

Intervene

Know where to act, and how.

The problem

The data exists. The visibility does not.

Recruitment status is reconstructed by hand, weeks after the fact, from a CRM never built to answer funnel questions. By the time a drop-off is noticed, the month is gone.

Today

Reported after the fact

Manual pulls, inconsistent stage definitions, and site comparisons from memory. Interventions are chosen by instinct and never measured.

With the platform

Seen while it matters

One agreed definition per stage, live status across sites, a benchmark behind every flag, and a record of which action followed which alert.

Three connected views

One platform, three connected views.

Forecast

Model expected enrollment before it starts.

Benchmarks drawn from your own historical funnel, applied to the study in front of you. Commitments made against evidence, not optimism.

Monitor

See live funnel status, always current.

Every stage from lead identified to randomized, visible in seconds. No weekly spreadsheet reconciliation.

Intervene

Know where to act, and how.

When a stage underperforms its benchmark, it is flagged and paired with interventions your team has already used.

Funnel visibility

See every stage, live, in seconds.

Drop-off alerts

Know the moment a stage underperforms its benchmark.

Site comparison

Compare sites side by side rather than anecdotally.

Action tracking

See which interventions actually moved a stage.

The funnel

Every stage, defined once and measured the same way everywhere.

Lead identified, pre-qualified, contacted, scheduled, consultation, screening, randomized. Stage definitions are confirmed with your team during discovery, then held constant so comparisons across sites mean something.

Recruitment funnel

  1. Lead identified
    On plan
  2. Pre-qualified
    On plan
  3. Contacted
    Watch
  4. Scheduled
    Act here
  5. Consultation
    On plan
  6. Screening
    Watch
  7. Randomized
    On plan

Illustrative sample data. Segment widths and stage statuses are shown to explain the view, not to report a result.

In practice

One automation in pre-screening, built for one of the largest site networks in the US.

In most networks a pre-screen failure is a dead end. We rebuilt that single step so every failed pre-screen is automatically re-checked against every active trial in the network — and re-enters pre-screening the moment a match is found.

WHAT NORMALLY HAPPENSEvery failure is a dead endLeadContactedPre-screenConsentEnrolledExcluded once, excluded forever — the pipe leaks silently.WHAT HAPPENED WITH THE MATCHING ENGINEThe leak becomes a second chanceLeadContactedPre-screenConsentEnrolledENGINERe-checkevery activetrialpre-screen failmatched → re-enters pre-screenTrial BTrial CTrial DEvery redirect logged — recovered enrollment is measured, not assumed.

100% Automated

Matching runs automatically against the broader study portfolio — no manual re-screening or spreadsheet review required.

1 in 3

About one in three candidates who failed an initial pre-screen were matched to another active trial across the network.

Network-wide

Instead of checking eligibility only against the referred study, the matching logic evaluates the candidate against all active trials across the network.

Fully traceable

Every match and redirect is logged, creating a measurable record of what happened after the initial failure.

  • A pre-screen failure triggers an automatic re-check against the eligibility criteria of every active trial in the network.
  • When a match is found, the candidate re-enters pre-screening for that study instead of being written off.
  • Redirected candidates are tracked separately, so recovered enrollment is reported rather than assumed.

The leak becomes a second chance, not a loss — and every redirect is recorded, so the effect on enrollment is measurable rather than anecdotal.

Read the full case study →US site network — pre-screening automation

Approach

Measured intelligence, not magic.

Phase 1 — first

Rules and analytics on your own data.

Thresholds, benchmarks, and structured pattern detection, grounded in what you already track. Every flag traces back to a definition someone signed off on.

Phase 2 — once proven

AI-assisted insight.

Added only once the feedback loop has real, verified outcomes to learn from. Never before.

How we deliver

Sequence first. Dates follow once discovery confirms scope.

  1. 01Discovery and validationWe review the schema; you confirm access and stage definitions.A validated data map and confirmed scope.
  2. 02FoundationWe map source fields to funnel stages and build Monitor; you sign off.Live funnel visibility on your own data.
  3. 03Forecast and InterveneWe build the modeling and playbook; you contribute interventions your team already knows work.Forecasting plus suggested actions tied to flagged stages.
  4. 04Measured intelligenceWe add grounded pattern detection against benchmarks; you validate the findings.Structured detection, never an unverified guess.
  5. 05Refinement and handoffWe tune and train; your team joins training and confirms handoff.Training, documentation, and ownership transferred.

What it depends on

  • Database access to the recruitment records you already keep
  • Adequate CRM field quality in the stages being measured
  • Confirmed, agreed stage definitions
  • Enough history to establish meaningful benchmarks

At handoff, ownership transfers with training and documentation. Nothing stays dependent on us.

Next step

See it on your own funnel.

Request a short briefing. We'll walk through the three views, the stage definitions, and what discovery looks like against your data.

Or write to contact@matechnologies.net.

Request a briefing

We use your details to send the briefing and follow up once. Nothing else.

MA Technology designs and delivers engineering and process controls to support regulated workflows, including human review, role-based access, traceable execution, and configurable data controls. It is not a certification. Compliance depends on validated implementation, customer configuration, operating procedures, contractual safeguards, and the intended use of each deployment.