Quabbin Clinical Research / BG-Demo – Training
Callcompleted
Quabbin Clinical Research · 19 Jun 2026 15:30
Second training session on dashboards. Quabbin's team got ahead of a sponsor milestone slip for the first time. Meredith raised automated provisioning, which Hamza must confirm internally before promising.
What was said
What this says
As at Fri 9 Oct 2026Second training session on dashboards. Quabbin's team got ahead of a sponsor milestone slip for the first time. Meredith raised automated provisioning, which Hamza must confirm internally before promising.
What happened: Hamza showed the dashboard builder. Meredith and Rachel each built tiles and shared them with a group, and Hamza confirmed the study aliases are in.
Customer view: Meredith said the team knew about a biotech sponsor's slip before the sponsor told them, which came from a saved search. She said the dashboard looks better than the old status deck.
Commercial: Hamza raised automated user provisioning through their identity system on Enterprise. Meredith will check with Gregory if budget is involved, and Hamza will confirm with Jordan whether it sits inside what Quabbin has bought.
Watch: Hamza committed to come back the following week. The evidence does not show the answer.
Themes
As at Fri 9 Oct 2026Theme
Dashboards and provisioning
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- Hamza confirms the automated provisioning point with Jordan and replies to Meredith and Rachel the following week.
- Hamza sends a short how-to for building tiles, including colour rules.
- Rachel renames and shares her finance tile, and Meredith tells her leads about the template.
Risks
As at Fri 9 Oct 2026- Meredith assumes provisioning is inside what Quabbin bought, and an unconfirmed answer could disappoint her.
- Budget sign-off may sit with Gregory if the work is separate.
Opportunities
As at Fri 9 Oct 2026- Automated provisioning through SSO and SCIM could be a separate piece of work if it falls outside the current scope.
- Meredith wants the whole sponsor relations group on dashboards before the quarter ends.
Transcript
Hamza AkhtarHello both. Afternoon. Is it still morning for you? I always lose track on a Friday.
Meredith SullivanMid-morning here, and it's the end of a long week, so thank you for doing a Friday. Rachel's just grabbing coffee, she'll be a minute.
Rachel FeldmanI'm here, I'm here. Hi, Hamza. Sorry. Okay.- Hamza AkhtarNo rush. Good to see you. Anything on your mind before we start on dashboards?
- Meredith SullivanQuick sponsor update. One of our biotech sponsors had a milestone slip on the sponsor side, and for once we knew before they told us. That's the first time the team has felt ahead of it. Let's get ahead of it every time, that's the goal. It came out of a saved search from the last session.
- Hamza AkhtarThat's great to hear. And this session builds on exactly that. We'll turn those saved searches into dashboards, so the view is sitting there ready rather than someone running it.
- Rachel FeldmanBefore we start, did you get my notes from the last time? The alias thing for the study names?
- Hamza AkhtarYes, and the aliases are in. Try a search with the old name and the short name, they should both land on the same study now.
- Rachel FeldmanOh good, both work. That alone will stop about half the questions I get.
- Hamza AkhtarLovely. Right, dashboards. Let me share my screen. This is the builder. You start with a question, and each tile is basically a saved question with a way of showing the answer: a table, a count, a trend over time.
- Meredith SullivanCan we make one per sponsor? A page that I can open before a call and see everything. One portfolio, one story, but with each sponsor separate.
- Hamza AkhtarYes. Build it once on a template, then point it at a sponsor. The scoping is the same as before, so nothing leaks from one sponsor to another. Rachel, that goes through the groups you checked.
- Rachel FeldmanRight. I did, and one group needed fixing, which we did. Fine now.
- Hamza AkhtarOkay, let's build one. Meredith, you drive, I'll talk you through. First tile: open issues by age.
- Meredith SullivanDone. It's a table. Can I colour the old ones?
- Hamza AkhtarYes, in the format menu, set a rule on the age column. Pick a colour that's readable on a projector, people forget that.
- Meredith SullivanGot it. That looks right. Honestly, it looks better than our old status deck.
- Rachel FeldmanCan I add a tile for the finance side? Invoices waiting by sponsor. The finance team asked.
- Hamza AkhtarOf course. Same approach, different source. Try it and I'll watch. If the question comes back empty, check the accounting connector first.
- Rachel FeldmanThat worked first time. Though I've named it badly. Can I rename it afterwards?
- Hamza AkhtarAnytime. Click the title. Right, sharing. When you share a dashboard you choose a group, not a person, which keeps it tidy when people join or leave.
- Meredith SullivanThat matters for us. We have people rotating across studies all the time.
- Hamza AkhtarExactly. And because you're on Enterprise, user provisioning can be automated through your identity system, so people appear and disappear with your directory. We can set that up as a separate piece of work if you'd like.
- Meredith SullivanLet's talk about that offline. I'd need to check with Gregory on anything that touches budget, though I doubt it does, given what we've bought.
- Hamza AkhtarIt should sit inside what you have, but I'll confirm with Jordan before I say anything definite. I'll come back to you both next week.
- Hamza AkhtarOkay, practice block again. Build your own dashboard, three tiles, something you'd actually use. I'll stay on the line, shout if you get stuck.
- Rachel FeldmanI'm stuck on one. The trend tile shows a gap in the middle of the line. Is that missing data?
- Hamza AkhtarProbably a quiet stretch rather than missing data, but let me look. Can you share? Yes, I see it. That's a stretch over a holiday week with no calls logged. If you switch the tile to a rolling view it smooths out.
- Rachel FeldmanRight, mm, that makes sense. Fixed.
- Meredith SullivanMine's done. Three tiles, shared with my sponsor relations group. Let me check that Hamza, can you see it from your side?
- Hamza AkhtarI can see it exists, yes. I've not opened the contents, which is right. Looks properly scoped.
- Meredith SullivanGood. More of my team are logging in every day now, and I'd love for the whole group to be using these before the quarter ends.
- Hamza AkhtarThat would be a good place to be. So, next steps. Rachel, you rename your finance tile and share it. Meredith, you tell your leads about the template. I'll confirm the automated provisioning point with Jordan and also send a short how-to for building tiles, so you don't have to rely on today.
- Rachel FeldmanThat would help. And can the how-to include the colour rules? I will forget.
- Hamza AkhtarYes, will do. Anything else?
- Meredith SullivanNo, I think we're good. This was a really productive hour. Thanks, Hamza. Have a good weekend.
- Hamza AkhtarAnd you both. Speak soon, cheers.
Callsmade from