
How Clariness Unified Clinical Trial Operations and Resource Allocation with Microsoft Project & Power BI

At-a-Glance
Clariness GmbH - Germany-based international leader in patient recruitment, clinical trial acceleration, and digital healthcare engagement.
CHALLENGE:
Managing concurrent clinical trial recruitment projects across Europe, North America, and Asia lacked unified operational and financial visibility. Project risks, deliverable milestones, and team resource utilization were siloed, hindering capacity planning.
SOLUTION:
Intelegain developed an enterprise Power BI operational reporting platform connected directly to Microsoft Project data, delivering executive portfolio summaries, project risk registers, and time-phased resource allocation models.
RESULTS:
Established 100% real-time visibility across all global trial deliverables, boosted resource utilization efficiency by 25%, and provided leadership with instant project health and financial margin tracking.
The Challenge: Siloed Operations Across Complex Global Clinical Trials
Clinical trial patient recruitment is an exacting, high-stakes discipline governed by rigid pharmaceutical sponsor deadlines and strict regulatory standards. Clariness coordinates multi-center clinical trials for the world’s leading pharmaceutical sponsors across dozens of therapeutic areas.
Managing scores of simultaneous global recruitment campaigns required coordinating medical copywriters, digital marketing specialists, clinical site managers, and patient concierges across multiple time zones. However, project managers tracked schedules in disparate Microsoft Project files, while financials and team allocations were handled in separate spreadsheets.
This fragmentation left executive leadership without a consolidated portfolio view. Project risks and delayed deliverables were often identified too late to prevent sponsor SLA breaches. Furthermore, resource allocation suffered from limited visibility into team capacity, resulting in burned-out specialists on some projects while others were underutilized.
Lack of combined operational and financial visibility across active global clinical trial portfolios.
Project milestones, risk registers, and open deliverable issues managed in siloed local project files.
Inability to forecast resource capacity, utilization, and upcoming task demand accurately.
Time-consuming manual preparation of sponsor reporting decks and internal executive status reviews.
Why Intelegain Was Chosen
Clariness chose Intelegain due to our healthcare sector credentials, deep Microsoft Project and Project Server integration expertise, and advanced Power BI reporting architecture.
Implementation: The Intelegain Approach
The Power BI suite was delivered across three structured phases over 12 weeks:
Phase 1: Project Data Extraction & Semantic Modeling
Intelegain established automated data pipelines linking Microsoft Project and financial databases to Power BI. We built a standardized semantic model encompassing project hierarchies, deliverables, resource pools, and financial budgets.
Phase 2: Executive Summary & Project Management Reports
We developed the Executive Summary dashboard (blending financial margins with delivery velocity) and detailed Project Management dashboards tracking milestone completion rates, active risk registers, and open deliverable bottlenecks.
Phase 3: Resource Capacity Management & Global Deployment
We created the Resource Management suite: time-phased capacity vs. demand heatmaps, billable utilization metrics, and predictive workload forecasts across upcoming quarters. We conducted executive training and deployed the reports globally.
Measurable Results & Business Impact
Centralized visibility across all active global clinical trial projects
Optimization in team resource utilization and workload balancing
Manual spreadsheet compilation required for executive portfolio meetings
Early warning visibility into deliverable delays and clinical trial risk registers
The Power BI operational platform transformed project governance at Clariness. Executive directors now monitor the entire global clinical portfolio from an interactive command center. Project managers identify schedule variances and risk flags weeks before they impact delivery, and resource leads balance specialist workloads proactively, driving clinical trial success and sustaining industry-leading sponsor satisfaction

Looking to unify project portfolios, risk registers, and resource capacity with Power BI?
Discover how Intelegain can build real-time operational and portfolio analytics powered by Microsoft Project data.
