Research Systems

Clinical Data Workflow Management System

A configurable data management and quality-control platform designed to support longitudinal research datasets, protocol compliance monitoring, issue tracking, and operational review workflows.

The platform helps research teams identify missing data, validate visit schedules, monitor protocol compliance, and manage follow-up actions through a centralized dashboard environment

Impact Research data quality + workflow clarity

Role Clinical Data & Digital Workflow Support
Duration Ongoing support
Project Type Clinical data workflow system
Technologies
PHP JavaScript WordPress Plugin ArchitectureData ValidationLogic Dashboard DesignWorkflow SystemsResearch Data ManagementAI-Assisted Development
Integrations
REDCapOpenClinica

Key Outcomes

Improved consistency in data-related processes

Supported cleaner research data management

Made workflow handoff and maintenance easier

Strengthened digital operations around clinical data

Challenge

Research teams often manage complex longitudinal datasets across multiple spreadsheets, protocol schedules, and tracking systems.

This makes it difficult to:

  • Monitor protocol visit compliance
  • Detect missing or inconsistent data
  • Prioritize overdue actions
  • Track ownership of issues
  • Coordinate data review workflows efficiently

My Role

  • Clinical Data & Digital Workflow Support

Solution

Designed and implemented a configurable workflow platform that combines:

  • Visit-window validation
  • QC rule validation
  • Missing-data review
  • Dashboard-driven monitoring
  • Issue assignment and tracking
  • Spreadsheet import workflows

into a centralized operational review system

Tools Used

REDCap OpenClinica Data Quality Control Structured Data Workflow Documentation

What I Did

Workflow & Product Design

  • Designed operational review workflows for data managers
  • Structured dashboard layouts for issue prioritization and monitoring
  • Improved drill-through from charts to record-level review

Data Validation

  • Implemented configurable visit-window validation logic
  • Developed QC review workflows for protocol compliance
  • Supported missing-data and exception review processes

Platform Features

  • Built dashboard-based review workspaces
  • Developed issue assignment and resolution workflows
  • Added support for multiple project types (trials, cohorts, registries, program monitoring)
  • Improved spreadsheet import and dataset mapping workflows

Result

  • Improved visibility of protocol timing issues
  • Streamlined missing-data review workflows
  • Reduced reliance on spreadsheet-based review processes
  • Enhanced issue tracking and follow-up management
  • Created a reusable framework supporting multiple research data use cases

Key Contributions

  • Designed configurable data review workflows
  • Built visit-window validation and protocol compliance logic
  • Developed dashboard-based operational review tools
  • Created issue assignment and follow-up tracking workflows
  • Improved usability for experienced data managers

Visual Proof

Product & Workflow Development Project
This project focused on designing and building operational workflows for research data management, quality control, protocol compliance monitoring, and issue tracking. The platform reflects my interest in combining data systems, workflow automation, dashboard design, and usability for research operations.

This project incorporated AI-assisted development tools to accelerate implementation and iteration. Workflow design, validation logic, product requirements, testing, and final decisions were designed, reviewed, and managed by me.

This platform continues to evolve through iterative improvements, workflow enhancements, and new data management features designed to support research operations more effectively.

Work Together

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