Customer success story

How one virtual research organization leveled-up their quality processes to scale growth

ObvioHealth is a digital clinical trial company that enables remote and hybrid studies through patient-centric technology and virtual care solutions.

Location

New York, NY

Company size

50+ employees

Solution

Quality Connect

Key achievements

80%-100%

Increase in efficiency of the SOP approval process

10/10

Streamlining of SOP drafting and reviewing process

10/10

Improvement in training oversight since implementing Quality Connect

ObvioHealth launched in 2017 with a focus on decentralized clinical trials, building patient-centric digital tools for a healthcare system that was rapidly moving toward hybrid and virtual models.

When the COVID-19 pandemic accelerated that shift almost overnight, the company suddenly found itself exactly where the market needed it to be. Growth followed fast, but internal systems were not built for that kind of scale.

Behind the scenes, quality operations were still running on manual processes that had worked early on, but were starting to strain under the weight of expansion.

When manual systems start to break

At a smaller scale, manual tracking and distributed documents can function just fine. But as ObvioHealth grew, those systems began to show their limits. Training compliance became harder to monitor. SOP workflows slowed down. And visibility across quality operations started to fragment at the exact moment clarity became more important than ever.

“It became impossible to keep up,” said Margaret Farrell, Director of Quality Assurance. “Unless you have a system in place, it’s really difficult to track training compliance.”

What had once been manageable turned into operational friction that couldn’t be ignored.

Searching for control without slowing growth

The challenge wasn’t simply to digitize processes. It was to build structure without slowing down a fast-moving, regulated organization.

ObvioHealth evaluated several solutions before selecting Montrium’s Quality Connect platform. What they needed was a centralized system that could bring order to quality operations while still supporting the pace of growth.

Building a single source of truth for quality

With Quality Connect, ObvioHealth moved from fragmented tools to a unified system for managing documents, training, and quality workflows.

SOPs were brought into structured creation, review, and approval cycles. Training status became visible in real time instead of being tracked manually. And quality processes became something teams could rely on day to day, not reconcile after the fact.

“We needed a system in place to ensure compliance in such a heavily regulated industry,” Farrell explained. “With a manual system, it was easy to miss things.”

We really wanted a company to partner with who had that experience in our space, who understood the industry that we’re in, and who understood that we’re a small company in the process of growing.

Margaret Farrell

Director of Quality Assurance

Stability at scale

As adoption matured, the biggest shift wasn’t tied to a single feature, but to overall operational stability.

Teams could onboard new employees without losing track of training requirements. SOPs moved through their lifecycle more consistently. And leadership gained clearer visibility into compliance without needing to chase updates across disconnected systems.

The result was a quality operation that could finally keep pace with organizational growth.

Impact summary

ObvioHealth reduced friction across its quality workflows by centralizing operations into a single eQMS. SOP processes became significantly faster and more consistent, while training oversight improved through real-time visibility. The organization also strengthened audit readiness and created amore scalable foundation for continued growth.

Final highlights

Centralized all quality and training processes into a single EQMS 
Enabled scalable quality operations during rapid organizational growth
Improved real-time visibility into training compliance 
Reduced friction in SOP drafting, review, and approval cycles 
Strengthened audit readiness and reporting capabilities 

Get ahead of quality management issues

See how Quality Connect helps you stay proactive with automated workflows and real-time compliance visibility.

Winning teams work with Montrium

Zydus logo
Siron Clinical logo
SignalChem LifeSciences
Pharmascience logo
Orphazyme logo
Oncobay logo
Obviohealth logo
MAPS Public Benefit Corporation logo
InforRLife logo
Immune Biosolutions logo
Illingworth  logo
HungaroTrial CRO logo
EpicentRx logo
Entos Pharmaceuticals logo
Easthorn logo
Criterium logo
Ambel Biosolutions logo

Related case studies

We believe in our products, and so do our customers. See what organizations like yours have to say about how Montrium has helped them thrive.

HOME / customer success story /
ObvioHealth

How one virtual research organization leveled-up their quality processes to scale growth

About company

Champion
Ivan Jarry
Company size
50+ employees
Key Achievements
80%-100% increase in efficiency of the SOP approval process

Overview

Taking control of quality management

With the COVID-19 pandemic catalyzing the shift toward digital health solutions, virtual research organizations such as ObvioHealth have found themselves perfectly positioned to leverage their expertise in order to offer seamless decentralized and hybrid clinical trials. As a fast-growing organization in a booming industry, ObvioHealth realized the need for a collaborative, scalable enterprise quality management system(EQMS), which led them to adopt Montrium’s Quality Connect platform. Since implementing Quality Connect in March 2021,ObvioHealth has noticed a remarkable improvement in efficiency, training oversight, collaboration, and quality management.

Background

Getting rid of friction in quality processes

The customer: ObvioHealth is an innovative virtual research organization based in Orlando, Florida. Since its launch in 2017,ObvioHealth has been pioneering the development of patient-centric mobile applications that facilitate clinical trial participation at a distance. The COVID-19 pandemic has led to the rapid adoption of virtual and hybrid clinical trials, propelling ObvioHealth forward on its growth path.

The challenge: A manual quality system made tasks such as training, SOP development, and document management difficult and time-consuming. Moreover, lack of a centralized quality system added unnecessary complexity to ensuring regulatory compliance.

The solution: Implementing Montrium’s Quality Connect platform allowed ObvioHealth to streamline and optimize all quality-related processes, improved oversight, boosted efficiency, and removed impediments to collaboration.

Challenge

Leaving manual procedures in the past

Before switching to Quality Connect, ObvioHealth relied on manual systems to manage quality procedures. The manual processes created a number of pain points, namely, an increased amount of time spent on quality-related work and maintaining oversight of operations as the company scaled. “Even though we’re a small company, it became impossible to keep up; it’s really difficult, unless you have a system in place to keep track of training compliance,” stated Margaret Farrell, Director of Quality Assurance at ObvioHealth. The company began looking for a system to control document management, monitor training activities, manage quality incidents, and ultimately, satisfy clients.

We really wanted a company to partner with who had that experience in our space, who understood the industry that we’re in, and who understood that we’re a small company in the process of growing.

Margaret Farrell

Director of Quality Assurance

Solution

Prioritize a product that does the grunt work for you

After evaluating a number of vendors, ObvioHealth chose to partner with Montrium. Montrium’s Quality Connect platform offered a configurable, user-friendly, and cost-effective solution to assist ObvioHealth in developing and executing its quality processes.

“We needed a system in place to ensure compliance in such a heavily regulated industry and to satisfy our customers’ expectations." - Margaret Farrell, Director of Quality Assurance at ObvioHealth.

“With a manual system, it was easy to miss things. With Quality Connect, I can easily track which trainings are overdue, view our progress in releasing SOPs, and access pre-defined reports, all of which has been very helpful,” she added. With the assistance of Quality Connect, ObvioHealth has been able to scale rapidly and without the hindrance of the pain points inherent to manual processes.

Results

• Notable improvement in facilitating and tracking training processes by removing points of friction.

• Quick and efficient writing, reviewing and approving of SOPS.

• Real-time overview of internal procedures with pre-defined reports.

• Better management of rapid personnel growth with system-generated reminders and accessible data.

• Easily obtainable comprehensive overview of where SOPs are in each stage of their lifecycle.

• Streamlined and expedited onboarding process for new employees.

• Highly successful client audit of internal processes, securing continued collaboration.

Key achievements

80%-100%

Increase in efficiency of the SOP approval process

10/10

Streamlining of SOP drafting and reviewing process

10/10

Improvement in training oversight since implementing Quality Connect

Favourite features

System-generated reports on demand

Easily track which trainings are overdue, view progress in releasing SOPs, and access pre-defined reports

It might be interesting for you