Project Management & Budgeting

Hard things simplified into one logical flow – budget a project, transfer it into planning with one button, plan a project, get automated reporting on project progress, visuals and automated invoicing, see earned value analyses and so much more.

Download Product Sheet
compliant with FDA
ISO 27001_2022

One place – your command center, your Houston to your space

  • Helicopter view of project performance both operational and financial – a nice visual for sponsors, clients, stakeholders.
  • Data available to make informed strategic decisions: what projects are most profitable, do I need more people, for what, etc.
  • Zero manual work creating trackers, tables, measuring performance, milestones, percentages, what is done and what is not – all is done for you.
  • A transparent picture of your team tasks and timelines.
  • See a full picture and invoice sponsors based on any payment rule, project performance.
Product Sheet PDF
Gantt chart

Gantt chart

Earned Value report

Earned Value report

Assumptions

Assumptions

To do nothing and see updates automatically

  • See resources of the company well planned and utilized in an efficient way
  • Track what services take the most time, how resources are allocated between services in and out of scope of projects
  • All numbers and data on the tips of your fingers available to run various reports with a flexible business intelligence
  • Timesheets complete on time and not a burden for the team
Product Sheet PDF
Dashboard

Dashboard

Review

Review

Schedule

Schedule

And Expense Reporting is just expense reporting

  • Report all passthrough expenses and receipts, receive and approve reports from the team in one place
  • Upload data from banking system or export it to finance management tools
  • Create complicated approval workflows
Report

Report

For payment

For payment

Cash

Cash

Features

Gantt chart
  • Budget template management by country and per contract
  • Budget amendments
  • Project assumptions and milestones
  • Unit-based, milestone-based and combined planning and budgeting
  • Project planning including Gantt chart
  • Resource allocation and workload planning, FTE (Full-Time equivalent) utilization
  • Business analytics and custom outcome reports
  • Project performance analysis
  • Invoicing based on milestones, Project Performance Report, Units, ad-hoc invoicing
  • Earned value analysis
  • Project news
  • Ad-hoc reporting tool for cross-project and cross-module reporting (graphs, widgets)
Dashboard
  • Easy data entry (calendar and table view, copying, last used tasks)
  • Time sheets applicable for project and non-project activities
  • Easy to monitor and approve time of employees according to line and project subordination
  • Planned versus actual FTE (Full-Time equivalent) tracking
  • Endless reporting capabilities including reports on in- and out-of-scope activities
  • Hiring planning based on FTE
  • All reports and statistics you need including overall company review
  • Backups
  • Adjustable set of project and non-project tasks
  • Integration with Project Management & Budgeting module
  • Country-specific holidays and working week settings
  • Ad-hoc reporting tool for cross-project and cross-module reporting (graphs, widgets)
Report
  • Project-based expense management
  • The project list from the Project Management Module is used; no need to manually set up projects on the system
  • Automatic management of exchange rates and foreign currency expenses from external websites without user intervention
  • Expense tracking by item
  • Combined receipts scanning. Upload and attach receipt images made on mobile devices or scanners
  • Approval process, reporting and automated alerts fully customizable according to your organization’s processes
  • Possibility to create complicated approval workflow
  • Integration with all common accounting packages, allowing to feed the data straight into your organization’s finance department for payment processing
  • Cash management
  • Office expenses

What They Say About Us

Tameo Kobayashi

Chief Innovation Officer, Director, Business Innovation Dept., CMIC HOLDINGS Co., Ltd.

Flex Databases system is very flexible and user friendly. In addition, most importantly the team have much much flexible ways of thinking! I am very proud that we did choose Flex Databases as our platform in CMIC APAC offices.

Joshua Baisley, H.B.Sc.

VP, Clinical Design and Delivery

As we have begun the installation process for Flex Databases system for use with the Clinical Trial Management group, the team at Flex Databases have made this process efficient and organized along with answering any questions that come up internally and jumping on additional meetings with our team to ensure that everything is understood throughout the set up and training process.

John Douglas Snowden

Senior Vice President of Technology Innovation at NCGS, Inc.

NCGS has partnered with Flex to utilize nearly the entire suite of cloud-based modules Flex has to offer for the industry. NCGS believes in Flex’s vision for their platform as it so closely ties to our own ideals of uniformity and simplicity in operations and the delivery of true quality.

Craig Winter

CIO, Agenus Inc.

I have been with Agenus for over 26 years. Over those 26 years, our Flex CTMS and TMF implementation is the smoothest and fastest implementation of a validated IT system we have done.

Cheryl Marron

Manager Clinical Operations

We were searching for a flexible yet straightforward eTMF solution for one of our biotech clients. We have been working with Flex Databases for our internal project management and budgeting and their eTMF solution also convinced us. The Flex Databases team was incredibly helpful with setting the system up in no time.

Ulrike Schorr-Neufing

Director Personnel & Qualification

We have been using Flex Databases software for about 2.5 years now. One major advantage of Flex Databases CTMS is the ability to create specific reports ourselves. Additionally, we value that our feature requests are taken seriously by Flex Databases and added to their development roadmap. We also benefit from their customer-specific configuration service.

Martin Krauss

Director of FGK Clinical Research

FGK selected Flex Databases for CTMS and TMF due to clear structure, intuitive interface, flexible investigator payment module, offline access for CRAs, and positive cooperation with the Flex Databases’ team.

Simon Rückinger

Managing Director at Metronomia Clinical Research GmbH

We were searching for a flexible yet straightforward eTMF solution for one of our biotech clients. We have been working with Flex Databases for our internal project management and budgeting and their eTMF solution also convinced us. The Flex Databases team was incredibly helpful with setting the system up in no time.

Maya Bhattacharya

Manager, Global Regulatory Affairs Operations

We knew Flex Databases was a game changer, providing confidence to what we could do next within the Clinical space, considering our trials/patients. SPARC choose Flex Databases due to system flexibility and checking the boxes for ALL of our major requirements. We also wanted the latest and greatest technology considering the long-term advantages of having one solution with the increased possibilities of integration.

Lídice Vidal

Chief Clinical Օperations Officer

We have made a journey of almost two years now, since we were exploring new vendors to change our CTMS system in May 2022, until the deployment of the system last March 2024. It would not be possible without the kind and patient support of Flex team! All the team we have encountered during this time have listened attentively to our needs and doubts, have perfectly understood them, and have always provided us with new options and possible solutions.

Have questions?

Drop us a line and we be happy to answer all your questions

100+

Clients

20 000+

Daily users

10M+

Documents

2 000+

Clinical trials

30+

Countries

More about Project Management & Budgeting

July 4, 2024
Strategies for Effective Site Selection and Management in Clinical Trials

Effective site selection and management are critical components of successful clinical trials. Choosing the right locations and overseeing their operations can significantly impact the trial’s timeline, budget, and ultimately, its success in delivering reliable data. This article explores essential strategies for optimizing site selection and management, highlighting key considerations, practical tips, and the role of […]

October 21, 2022
Metronomia selected Flex Databases to gain efficiencies in project management and budget-related activities

This October, Metronomia Clinical Research GmbH chose Flex Databases as Project Management & Budgeting solution provider.  Here’s how Metronomia’s team describes the new partnership: “We have been using Excel for many project management and budget-related activities so far. With an increasing number of projects and customers, this approach does not scale well and makes reporting […]

July 20, 2022
Managing multiple-currency studies with Flex Databases

International clinical trials, in most cases, mean multiple currencies and exchange rates throughout all financial operations. Be it site or PI payments or transport and meal compensation for the patients; you will face the need to handle currency conversions in contracts and invoicing. Usually, everybody faces a lack of control and transparency when it comes […]

November 8, 2021
Managing resources of your clinical trial projects the right way

As the business grows, it becomes critical to learn how to manage resources efficiently. Using Excel spreadsheets to track the utilization of available resources is no longer an option, especially if your company expands globally or conducts sophisticated projects with a lot of data points.  Resource utilization allows you to monitor resources at your disposal and […]

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We are here for all of your questions! Tell us more about yourself and we will organize a tailored live demo to show how you can power up your clinical trials processes with Flex Databases.