ClinChoice accelerates financial operations and compliance in clinical research
ClinChoice, a global full-service contract research organization (CRO), provides clinical trial management services to pharmaceutical and biotechnology clients in over 30 countries, with more than 4,000 employees. Previously, each country subsidiary managed finances and compliance manually, resulting in frequent errors, prolonged financial closing, and heightened regulatory risk. To address these issues and enable digital transformation, ClinChoice implemented a consolidated ERP system based on Microsoft Dynamics 365 Finance and Dynamics 365 Project Operations, with integration to the Power Platform and Power BI. This allowed them to standardize processes, automate tasks such as timesheets and invoicing, and securely share internal operational data while segregating sensitive clinical information. Within six months, the new platform was rolled out company-wide. The solution improved accuracy, reduced manual workload, and cut global financial closing times to less than two weeks. ClinChoice continues to expand its use of the platform, piloting Dynamics 365 Copilot for email automation and exploring further automations via OCR and Office 365 integration.
- Organization
- ClinChoice
- Industry
- Pharma
- Location
- China
- Published
- May 2025
Reported outcomes
Strategic outcomes
Primary read
Use case focus
Showing 3 of 3
- 1financial operations automation
- 2regulatory compliance automation
- 3ERP consolidation
- Highly manual, error-prone financial and compliance processes across global subsidiaries.
- Lack of standardized processes led to inefficient operations and compliance risk in the regulated clinical trial sector.
- Financial closing cycles took up to one month per period.
- Significant overtime required for finance team to reconcile accounts and meet deliverables.
- Limited ability to securely share data and insights across offices.
- Implemented Microsoft Dynamics 365 Finance and Dynamics 365 Project Operations as a unified ERP system.
- Integrated Power Platform and Power BI for business process automation and analytics.
- Automated manual tasks such as timesheets, invoicing, and project/workflow management.
- Piloted Dynamics 365 Copilot for process automation (e.g., email generation).
- Ensured compliance by segregating sensitive clinical data and internal operational data.
- Accelerated month-end global financial closing from 1 month to 7-8 business days.
- Improved overall data accuracy and financial visibility.
- Eliminated need for overtime in finance operations, reducing operational costs.
- Enabled organization-wide process standardization across 4,000+ employees.
- Enhanced compliance and secure, compliant data sharing.
Architecture
ClinChoice consolidated project, employee, and financial data from all global offices onto a single ERP platform built on Microsoft Dynamics 365 Finance and Project Operations. The platform integrates with Power Platform for business process automation and connects to Power BI for analytics and visualization. Internal (operational) data is kept strictly separate from external (clinical, patient) data to ensure compliance.
Sources & evidence1
The cited source is no longer reachable and the organization has no newer case. Not a claim the system was discontinued.
- Cited source last checked Jun 12, 2026 — broken (1/1 broken).
Measures whether this deployment's public evidence persists — not whether the system is still in production.
AI-generated summary. Verify important details with the linked sources before relying on this case.
Explore related AI use cases
Was this useful?