Customer success story

How EpicentRx used eTMF Connect to improve real-time reporting, streamline TMF management, and scale clinical trial efficiency

EpicentRx is a clinical-stage biotechnology company developing novel therapies designed to activate the immune system and improve cancer treatment outcomes.

Location

San Diego, California

Company size

15 employees

Solution

eTMF Connect

Key achievements

Real-time TMF visibility across all studies and stakeholders

Faster document retrieval and processing across thousands of files

Improved reporting and study oversight through Excel export and analytics tools

EpicentRx advances immuno-oncology research with greater operational scale

EpicentRx is a patient-driven immuno-oncology company based in La Jolla, California, focused on developing drug candidates designed to be effective across diverse patient populations while preserving quality of life.

As the company expanded its clinical research portfolio, the volume and complexity of trial documentation increased significantly. Supporting multiple studies at different stages required a more scalable and structured approach to Trial Master File (TMF) management.

When paper-based TMF systems slowed down progress

Prior to adopting a digital solution, EpicentRx relied on a paper-based TMF system.

While functional at a smaller scale, the approach made it difficult to maintain real-time visibility into document completeness, measure compliance efficiently, or support collaboration across distributed teams. Reviewing and filing documents required significant manual effort, slowing down overall study workflows.

As study volume increased, these limitations became more pronounced, creating a clear need for improved efficiency and centralized control.

“We were looking for a different way to increase efficiency while remaining compliant with the requirements of 21 CFR Part 11,” said Gina Varner, Director of Regulatory Affairs at EpicentRx.

Searching for a more connected TMF environment

EpicentRx evaluated multiple vendors before selecting Montrium’s eTMF Connect platform.

The decision was driven by the need for a cost-effective system that combined usability with strong TMF functionality, while also supporting compliance requirements and long-term scalability.

The team also valued the ability to implement a solution that could adapt to their workflows rather than forcing operational changes that would slow down study execution.

Moving from static files to real-time TMF intelligence

With eTMF Connect in place, EpicentRx transitioned from a paper-based structure to a centralized digital TMF environment.

Teams gained the ability to store, organize, and retrieve documents from a single system while maintaining clear structure aligned with TMF reference models. Real-time updates allowed stakeholders to track progress across studies without waiting for manual reconciliation.

Features such as TMF completeness tracking and structured placeholders immediately improved visibility into missing or misnamed documents, reducing uncertainty and manual oversight.

When initially uploading documents and comparing them to the system’s placeholders aligned with the DIA’s TMF Reference Model, right away we could see in the eTMF Connect Navigator what was effectively complete, any documents we were missing, and any titles that needed to be named differently.

Gina Varner

Director of Regulatory Affairs

Strengthening collaboration and reporting across clinical teams

As adoption matured, EpicentRx saw clear improvements in both collaboration and operational efficiency.

Teams could now work concurrently across studies with real-time visibility into document status and progress. Search and filtering tools reduced the time required to locate specific TMF content, even across large volumes of documentation. Reporting capabilities also became more powerful through Excel export functionality, enabling deeper analysis of TMF health and study progress. This shifted reporting from a manual task to an on-demand capability.

At the same time, onboarding and training became more streamlined. New employees could quickly learn the system through help center resources, significantly reducing the learning curve compared to paper-based processes.

Impact summary

By implementing eTMF Connect, EpicentRx modernized its TMF management approach and improved real-time visibility across clinical trials. The organization increased operational efficiency, strengthened compliance oversight, and enabled faster, more scalable study management across a growing research portfolio.

Final highlights

Enabled real-time TMF visibility across all studies and stakeholders
Reduced time required to locate and manage large volumes of trial documents
Improved study reporting through structured data exports and analytics tools
Strengthened collaboration across internal teams and external partners
Accelerated onboarding and training through digital help resources

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EpicentRx

How EpicentRx used eTMF Connect to improve real-time reporting, streamline TMF management, and scale clinical trial efficiency

About company

Champion
Tony Reid
Company size
15 employees
Key Achievements
The ability to manage a larger volume of studies

Overview

To meet patients’ critical unmet needs and provide innovative drug solutions, the EpicentRx team was looking for alternative ways to be more efficient with their trial master file (TMF) management. Since working with Montrium’s eTMF Connect for over one year, EpicentRx has seen heightened efficiency and productivity with the increased organization of data and records, the use of TMF data reporting features, and enhanced collaboration amongst sites and study teams.

Background

The customer: EpicentRx is a patient-driven immuno-oncology company with headquarters in La Jolla, California. Their research and development activities surround drug candidates that work effectively and broadly across diverse patient populations and tumor types, and are minimally toxic to preserve the patient’s quality of life.

Challenge: Working in a paper-based TMF made collaboration, review of documents, and measuring performance and compliance difficult, requiring a significant amount of time and resources to maintain.

Solution: The transition to Montrium’s eTMF Connect improved collaboration and accurate reporting, allowing for increased productivity and efficiency within a central application.

Challenge

Previously, the EpicentRx team utilized a paper-based TMF which challenged the existing team and prevented scalability. As stated by Gina Varner, Director of Regulatory Affairs at EpicentRx, “Managing and filing in the paper TMF was too slow-moving, and it was also difficult to have a real-time assessment of completeness of TMF.” The EpicentRx team was looking for a different way to increase efficiency while remaining compliant with the requirements of 21 CFR Part 11.

When initially uploading documents and comparing them to the system’s placeholders aligned with the DIA’s TMF Reference Model, right away we could see in the eTMF Connect Navigator what was effectively complete, any documents we were missing, and any titles that needed to be named differently.

Gina Varner

Director of Regulatory Affairs

Solution

EpicentRx went through a full vendor selection process and evaluated several other software platforms. Montrium stood out compared to other products as eTMF Connect was cost-effective and provided a user-friendly interface with powerful TMF capabilities.

Gina Varner, Director of Regulatory Affairs at EpicentRx shares, “The product came with a good support team that could work with our particular needs to implement thesoftware in a way that would work best for us,” adding, “eTMF Connect has been worth the financial investment, we have become more efficient with our staff resources and maintaining the TMF, and can take on new projects without adding significant time and costs.”

Results

Collaboration and Organization

• eTMF Connect enhances visibility and collaboration between all trial stakeholders while maintaining control.

• By spending less time filing paper documents, and providing real-time tracking and viewing of documents, the EpicentRx team is more efficient, using fewer resources to manage studies.

• With EpicentRx’s projected growth and increasing number of new studies coming in, Montrium’s eTMF has prepared the organization to have better handling of the increased intake of documents and data.

Productivity and Efficient Use of Resources

• Before a process that could take hours or days, EpicentRx can quickly file, compile and sort through thousands of documents as organized by site, study, folder, etc. eTMF Connect’s search and filtering features reduce the amount of time required to locate TMF content.

• The export to Excel function helps with more advanced reporting of TMF content, helping to gauge overall TMF health in different areas of the business. Exporting data at the push of a button saves a considerable amount of time and effort for the EpicentRx team.

• eTMF Connect provides real-time updates and reporting so that project teams, monitors and study sites can work concurrently and obtain a clear understanding of study progress.

Training and Ongoing Support

• New hires can promptly catch-up and learn the system using product videos and articles in the Connect Help Center to facilitate training. This is a much faster process for EpicentRx compared to training with a paper TMF.

• Working with a designated Product Specialist and Customer Success Manager means that EpicentRx suggestions for product improvement are valued and acted on. Results are produced on time to improve the user experience continually.

Key achievements

Real-time TMF visibility across all studies and stakeholders

Faster document retrieval and processing across thousands of files

Improved reporting and study oversight through Excel export and analytics tools

Favourite features

eTMF Navigator

Allows users to easily see what is effectively complete, any documents that are missing, and any titles that need to be named differently.

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