The Duke Clinical Research Institute (DCRI), part of the Duke University School of Medicine, is the world’s largest academic clinical research organization. They are committed to conducting innovative research to improve health outcomes globally.
DCRI selected OnePlan to replace its previous tool, Plainsware, to better manage time tracking, resource planning, and financial planning across their operational initiatives. They needed a scalable solution to modernize processes, track historical approvals, and implement a comprehensive timesheet system. With OnePlan, DCRI gained the ability to track time by tasks and projects while adopting a big-picture monthly calendar approach, which reduced effort and improved efficiency.
Before adopting OnePlan, DCRI struggled with tracking timesheets and managing operational initiatives effectively. Their previous daily timesheet system required significant effort, and the lack of a big-picture perspective made it challenging to scope projects, track progress, and align efforts with organizational goals. Previous methods left teams disconnected from current workflows, leading to user frustration, low confidence in data, and poor engagement. Additionally, they needed better processes for managing historical approvals and tracking internal initiatives, such as an SAP upgrade and the migration of their data warehouse to the cloud.
OnePlan provided DCRI with an Adaptive Portfolio and Project Management (PPM) solution tailored to their operational excellence needs. This tailored solution modernized their approach to portfolio and project management. By integrating tools like Microsoft Teams, Power BI, and Salesforce, OnePlan allowed them to streamline project management and time tracking processes. A custom calendar was introduced for contractors to manage timesheets, while the new monthly approach to time tracking simplified workflows and improved overall visibility. These enhancements simplified workflows, increased efficiency, and empowered DCRI to scope projects more effectively, track progress, and achieve operational excellence across their global research initiatives.
