Quabbin Clinical Research / BG-Demo – Training
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Quabbin Clinical Research · 15 Jun 2026 14:45
First Enterprise training session with Meredith Sullivan and Rachel Feldman. Positive: a single answer joined an invoice and an open issue. Open points: a connector alert request and a permissions check.
What was said
What this says
As at Fri 9 Oct 2026First Enterprise training session with Meredith Sullivan and Rachel Feldman. Positive: a single answer joined an invoice and an open issue. Open points: a connector alert request and a permissions check.
What happened: Hamza ran pages, chat and search on Quabbin's own data, then a practice block. Rachel found two naming mismatches between systems and one question that was too broad.
Customer view: Meredith wants one portfolio view per sponsor and said sponsor separation is non-negotiable. She said more sponsor relations people are logging in every day.
Commercial: Adoption is building on the Enterprise tier, and freshness by 07:00 matters to Rachel because study managers will ask. Hamza did not promise the connector nudge.
Watch: Rachel's permissions list and the group check are open. A source that stops loading would be the first sign of staleness.
Themes
As at Fri 9 Oct 2026Theme
Hands-on onboarding training
Importance
praise
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Rachel sends the permissions list on the day of the call so Hamza can check the groups with her.
- Hamza looks into a connector alert and writes up the study name aliases.
- Hamza runs the dashboards session next, with Rachel and Meredith bringing colleagues.
Risks
As at Fri 9 Oct 2026- A connector that stops loading could leave data stale unnoticed, and no alert exists yet.
- Sponsor-level permissions are non-negotiable and the groups still need checking.
Opportunities
As at Fri 9 Oct 2026- Growing daily use by sponsor relations staff supports a case for wider adoption.
- A single sponsor view could become the team's standard way of working.
Transcript
Hamza AkhtarHello, can you hear me all right? I think I'm on mute on the wrong thing. Afternoon from London.
Meredith SullivanWe can hear you fine. Good morning from Boston. Rachel's just getting her laptop to share, give her a second.
Rachel FeldmanHi, Hamza. Yes, sorry, I'm here. The conference room screen is fighting me. Okay, I'll just use my own.- Hamza AkhtarNo problem at all. Fine weather over there? It's grey and drizzly here, so I'm jealous in advance.
- Meredith SullivanIt's actually lovely. Sponsor update first, if that's okay, because it frames why we're doing this. Two of our sponsors asked this week for a single view of their open issues, and the answer today is still a lot of spreadsheets. One portfolio, one story. That's what I want the teams to get out of this training.
- Hamza AkhtarThat's a good way in. So today is the first of the hands-on sessions. I'll keep it practical: pages, chat and search, and then we'll try a few real questions on your data. Rachel, you're the admin, so I'll flag the bits that matter for you as we go.
- Rachel FeldmanGreat. I should say, the connectors are mostly in, but I've got a couple of questions about how often the data refreshes. Our study managers will ask me.
- Hamza AkhtarYeah, good one. On Enterprise the nightly refresh is done by seven in the morning your local time on business days. So when your people log in at the start of the day, it's yesterday's close of play. If it's ever late, tell me, because on your tier that's something we take seriously.
- Rachel FeldmanOkay, that's what I needed. Mm. I'll tell them that.
- Hamza AkhtarRight, let me share. You should see the home screen. Can you see it?
- Meredith SullivanWe see it. It's a bit small. Can you zoom?
- Hamza AkhtarBigger now? Good. So this is a sponsor page. Each sponsor gets one, and it pulls together the studies, the open issues from the helpdesk, recent calls and the invoice status. Nothing here is copied out of Snowflake, it's all read from your own account.
- Meredith SullivanAnd this is only ever one sponsor at a time, right? I can't have anything from one showing up on another's page. That is non-negotiable for us.
- Hamza AkhtarCorrect. A page is scoped to one sponsor, and permissions follow that. Rachel, we set the groups up during onboarding, and I'd like you to double-check them with me later today. That's the sort of thing I'd rather we look at together than assume.
- Rachel FeldmanYes. I've got a list of who sits where. I'll send it over after this.
- Hamza AkhtarPerfect. Now, chat. This is the bit people tend to like most. Let me type a question. Which open issues does this sponsor have, and which of those have had no update for a while?
- Meredith SullivanOh, that's good. What does the sponsor know? That's the question I always get asked. Can it show me when we last spoke to them about each issue?
- Hamza AkhtarIt can, as long as the call is in the recorder and connected. Let me follow up. When did we last discuss these with the sponsor? There. You can see each answer links back to the call or the ticket it came from, so you can click through and check.
- Rachel FeldmanThe citations are what the study managers will care about. They won't trust it otherwise.
- Hamza AkhtarAgreed, and I'd encourage them to check the source the first few times. It builds the habit. Okay, over to you. Meredith, pick a sponsor and ask something you'd normally ask your team on a Monday morning.
- Meredith SullivanOkay. Let me think. I'll ask where we stand on the open issues for one of our device sponsors, and whether any invoices are waiting. Typing now. Hold on, I'm a terrible typist.
- Meredith SullivanOh wow, it found the invoice and the open issue in one answer. Rachel, look at this. That would've been three tabs and an email to finance.
- Rachel FeldmanYeah, that's the thing. Let me try one on the study side. I'll ask which studies have a connector gap on the data side. Hmm. It's saying it has nothing for one source. Is that a broken connector or just no data?
- Hamza AkhtarGood catch, and good question. Click the connector status in the admin area. If records indexed are moving, it's just quiet. If it's flat for days, something changed on the source side. Can you share your screen on that?
- Rachel FeldmanSharing. There. It's loading, just slowly. I think the study management export is just quieter this week.
- Hamza AkhtarRight, that looks healthy to me. It's showing recent loads. If you ever see it flat for a good while, raise a ticket and mention the connector name.
- Meredith SullivanLet's get ahead of it. Can we set something up so Rachel gets a nudge when a source stops loading?
- Hamza AkhtarI'll look at what we can do there and come back to you. I don't want to promise the exact mechanism on the call. Let me note it.
- Hamza AkhtarOkay, search now. Different from chat: it's for finding the thing you already know exists. Try typing a study name and a month.
- Rachel FeldmanIt returned the protocol amendment thread and the call where we discussed it. Nice. Filters on the left are useful.
- Meredith SullivanCan I save a search? I'd use the same one every week before sponsor calls.
- Hamza AkhtarYes, top right, the save icon. Name it something your team will recognise, because everyone in the group sees it. We'll do dashboards properly next time.
- Hamza AkhtarLet's use the rest of the session as a proper practice block. I'll go quiet. Each of you try five real questions from your week, and write down anything that gives a strange answer. Don't tidy it, I want the messy ones.
- Rachel FeldmanOkay, I've got three odd ones. Two are the same underlying cause, I think, a naming mismatch between two systems for the same study. The third I just can't explain.
- Hamza AkhtarThat's useful. Paste them into the shared notes. The naming one is a classic, and we can add an alias on our side. The third, let's look at it right now.
- Hamza AkhtarSo that was the question wording. It was too broad, and it answered a slightly different question. Try narrowing by sponsor and time and it behaves. Not your fault at all.
- Meredith SullivanThat's reassuring. I'll tell the team to be specific. Honestly, I'm really pleased with how quickly people are picking this up. More of the sponsor relations people are logging in every day, and I want that to keep going.
- Hamza AkhtarIt's showing in the usage, too. Good sign this early on. So, next steps. Rachel sends the permissions list today. I'll check the groups with her, look at the connector alert idea, and write up the aliases. Next session we'll cover dashboards and sharing.
- Rachel FeldmanWorks for me. I'll book some of the study managers into that one.
- Meredith SullivanAnd I'll bring two of the account leads. Thanks, Hamza, this was really helpful. Talk soon.
- Hamza AkhtarBrilliant, thanks both. Speak soon, cheers.
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