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7 Steps to a Seamless CTMS Migration

Your Guide to Efficiently Transferring Study Data without Derailing Timelines

Whether you're facing rising costs or outdated systems, Trial Interactive helps you migrate your study data quickly and securely. Our expert-led process keeps risk low and timelines on track—so you can stay focused on trials, not tools. 

7 Steps to a Seamless CTMS Migration

Trial Interactive helps you migrate to our CTMS in seven simple steps. With our experts at your side, you can make the switch to an easier-to-use CTMS that’s part of a platform ranked #1 for sponsors, without incurring traditional migration risks.

Before migrating, assess if a new CTMS is necessary by identifying gaps in your current system. Once aligned on goals, Trial Interactive scopes and builds a solution.

Weigh resource impact, ROI, and error risk before migrating legacy data. A thoughtful approach now ensures a smoother transition and cleaner results.

Take stock of your existing data and decide what’s worth migrating. Trial Interactive guides timing and readiness to ensure an efficient, goal-aligned transition.

Share a sample of your data so Trial Interactive can confirm structure and readiness. Clear data formatting up front sets the stage for a smooth migration.

Trial Interactive’s team handles the mapping exercise, identifying how each data point in your current system aligns with fields in the new CTMS. 

Once your format is set, you’ll send the data—API, Excel, CSV, etc.—and TI handles the secure import and helps maintain study continuity during migration.

Post-migration, you’ll get QC documentation with screenshots confirming accuracy—Trial Interactive handles validation and supports a confident go-live.

What Your Team Should Know About Migrating to a New CTMS

How Migration Works with Trial Interactive

We guide you through every step of the migration—from identifying which data to move, to mapping and quality checking the results. You’ll get expert support, clear timelines, and full visibility throughout.

  • Evaluate your current system and needs

  • Decide what data to migrate and when

  • Share your data—we handle the mapping and transfer

  • Review results with our team and go live with confidence

Learn More About Migration Services

What Happens After You Go Live

Your CTMS migration may be complete, but our support doesn’t stop there. With Trial Interactive, you’ll have ongoing access to a dedicated team, platform enhancements, and connected eClinical tools—so your system keeps pace as your studies evolve. From training to innovation, we stay invested in your long-term success.

Implementation

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