Case Study: Meridian Clinical Research

Scaling a clinical research site organization to 35 locations and tripling annual revenue

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The challenge

Founded in Omaha, NE, in 1999, Meridian Clinical Research would eventually grow to 35 locations across the U.S. Site capacity, enrollment data, financials, and patient database information lived in separate systems. Evaluating current performance required manual exports and hours of analysis — too slow for a company supporting high-stakes trials.

The Todata solution

Todata worked with Meridian to develop SiteGrades, the HIPAA-compliant business intelligence tool designed by site leaders for site leaders. SiteGrades integrated data from 10+ sources (including Meridian’s CTMS) into a single, real-time dashboard.

SiteGrades proved invaluable as Meridian took on COVID-19 vaccine trials for Operation Warp Speed. Federal agencies (HHS, DoD), Sponsors, and CROs needed fast, accurate answers. Unified data visibility made Meridian a key site organization for these landmark trials.

The results

SiteGrades became mission-critical for managing operations, winning new trials, optimizing performance, and enhancing profitability. Data visibility across sites enabled Meridian leaders to:

Instantly assess and manage site performance

Improve site utilization (use versus capacity) by 25%

Make data-driven expansion decisions; analytics revealed which locations, therapeutic areas, and partnerships drove profitability

Meridian’s annual revenue grew 3x after implementing SiteGrades in 2021. The company achieved a nine-figure exit in late 2022.

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The client

Meridian Clinical Research (acquired by Velocity Clinical Research in 2022) was one of the world’s largest multi-specialty site organizations.

Locations: 35+ across the U.S.

Industry: Clinical Research

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Meridian’s annual revenue grew 3x after implementing SiteGrades in 2021.

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“SiteGrades revolutionized the way I operated Meridian. It gave us information no other tool could, and became integral to the way we scaled Meridian and our strategic partnerships. Every department relied on SiteGrades every day. It’s how we were able to shift from being reactive to proactive.”

Nicole Osborn
CEO and Principal Owner, Todata
Founder and Former Owner, Meridian Clinical Research

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