Help Center

Everything you need to master the Strategic Planning Bundle

Welcome to Strategic Planning Bundle

Learn how to navigate the platform and access your three premium tools. This guide covers account setup, navigation basics, and your first steps.

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Quick Start: Your First Regulatory Assessment

Regulatory Scanner

Complete your first regulatory readiness assessment in under 5 minutes. Select your country, answer key questions, and receive an intelligent score with timeline estimates.

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Quick Start: Your First Site Ranking

Feasibility Engine

Rank global sites based on your priorities in minutes. Set your operational priority, apply filters, and generate a ranked list of 20+ sites with detailed scores.

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Understanding Regulatory Readiness Scores

Regulatory Scanner

Learn how the color-coded scoring system works (Green/Yellow/Red) and what each score means for your trial timeline. Includes interpretation guidelines and action steps for each score level.

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Country-Specific Regulatory Requirements

Regulatory Scanner

Detailed breakdown of regulatory requirements for all 22 supported countries including FDA (USA), EMA countries, PMDA (Japan), NMPA (China), and more. Covers submission types, timelines, and key considerations.

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Exporting Regulatory Reports to PDF

Regulatory Scanner

Step-by-step guide to generating professional PDF reports for stakeholder presentations. Includes tips for customizing reports and sharing with your team.

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How to Interpret Timeline Estimates

Regulatory Scanner

Understanding the timeline estimates provided for each country assessment. Learn about factors that influence timelines and how to plan accordingly.

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Setting Operational Priorities

Feasibility Engine

Learn how to set your operational priority (Speed, Cost, Expertise, Quality, or Balanced) and how each priority affects site rankings. Includes best practices for different trial types.

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Using Filters to Narrow Site Selection

Feasibility Engine

Master the filtering system to narrow down sites by Region, Therapeutic Area, Site Type, and Contracting Model. Includes advanced filtering strategies for complex trials.

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Understanding Site Scores and Rankings

Feasibility Engine

Deep dive into how site scores are calculated based on your priorities. Learn to interpret strengths, risks, and mitigation strategies for each site.

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Comparing Multiple Sites Side-by-Side

Feasibility Engine

Use the comparison feature to evaluate multiple sites simultaneously. Learn how to create comparison matrices and export results for team discussions.

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The 5-Phase Site Startup Process

Startup Navigator

Complete overview of the 5-phase site startup workflow: Feasibility, Selection, Initiation, Activation, and Enrollment. Understand key milestones and deliverables for each phase.

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Using Checklists to Track Progress

Startup Navigator

Master the checklist system to ensure no critical steps are missed during site startup. Includes tips for customizing checklists and tracking team accountability.

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Identifying and Mitigating Startup Risks

Startup Navigator

Learn how to identify common startup risks (regulatory delays, site capacity issues, contract negotiations) and implement mitigation strategies early.

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Report Not Generating or Downloading

If your PDF report isn't generating or downloading, try these solutions: Check your browser's pop-up blocker settings, ensure you have a stable internet connection, try a different browser, or clear your browser cache.

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Data Not Saving or Loading

If your inputs aren't saving or previous data isn't loading, check your browser's local storage settings, ensure cookies are enabled, and verify you're logged in to your account.

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Tool Not Loading or Displaying Correctly

If a tool isn't loading properly, try refreshing the page, clearing your browser cache, checking your internet connection, or trying a different browser. Contact support if issues persist.

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Best Practices for Multi-Country Trials

Strategic approach to planning trials across multiple countries. Use the Regulatory Scanner to assess all target countries, compare timelines, and identify the optimal submission sequence.

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Optimizing Site Selection for Fast Enrollment

Proven strategies for selecting sites that will enroll quickly. Use the Feasibility Engine's "Speed" priority and filter for sites with proven enrollment track records.

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Creating Stakeholder-Ready Reports

Tips for generating professional reports that resonate with executives and investors. Focus on key metrics, use visual elements, and include clear recommendations.

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Can I export my data to Excel or CSV?

Currently, all tools export to PDF format for professional stakeholder presentations. Excel/CSV export is planned for a future update. You can copy data from the interface if needed.

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How often is the regulatory data updated?

Regulatory requirements and country data are updated quarterly to reflect the latest guidelines from regulatory authorities. Major regulatory changes are updated within 30 days.

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Can I share my account with team members?

Each user requires their own subscription ($79/month per user). This ensures data privacy and allows each team member to save their own assessments and reports.

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Do you offer training or onboarding?

Yes! All new subscribers receive access to video tutorials, this comprehensive help center, and email support. Enterprise customers (5+ users) can request live onboarding sessions.

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Still Need Help?

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