Back to customer servicesCROs and research service organizations

The project has started. Search and screening need a dependable handover.

Your CRO has a defined deadline and retains clinical evaluation or execution, but search and screening capacity is limited.

How does this scope address your concerns?

Will the data fit existing templates? Will the prime contractor be left to fix missing fields or delivery errors?

When this scope fits

For CRO projects with a defined evidence module, volume, downstream template and acceptance owner.

When the scope needs adjusting

Complete extraction or Meta-analysis, recruitment, monitoring, ethics approval and clinical execution are excluded. Subcontracting permissions and research responsibilities must be clear first.

REAL SOURCES · ILLUSTRATIVE REQUEST · DOWNLOADABLE SAMPLE

One screening module with traceable handover decisions

Download sample packZIP

Illustrative screening volume

Unit: Records/reports · all simulated

Retrieved2,400 Records/reports · all simulated

Raw records with source batches

After deduplication2,000 Records/reports · all simulated

Illustratively remove 400 duplicate records

Full-text assessment120 Records/reports · all simulated

120 reports after title/abstract screening

Included for handover40 Records/reports · all simulated

40 included reports; retain reasons for the other 80

Numbers illustrate handover only, not a completed project. PRISMA 2020 records flow; it does not establish screening accuracy.

Check	Finding / sample content	Use
Sample record R0120	Full-text exclusion: wrong population; source and review fields retained	Receiving team can locate the source and reason
Sample disagreement R0084	Two decisions differ; status remains unresolved	Update decision and rationale after adjudication

SOURCES USED IN THIS EXAMPLE

PRISMA 2020: Flow diagram

Prepared 5 Oct 2026 · Selected references, not an exhaustive systematic search

Scope & acceptance

Work covered by the quote

Illustrative scope: 1 search-and-screening module, up to 5,000 records and 300 full texts screened, including agreed review. Complete extraction and Meta-analysis are excluded.

Pilot reference: CNY 50,000–200,000 per package. Fictional budget: CNY 50,000—search and deduplication CNY 15,000; screening and review CNY 30,000; quality records and handover CNY 5,000. Milestones: CNY 15,000 at start, CNY 20,000 at data stage and CNY 15,000 at acceptance.

Acceptance criteria

Acceptance follows the agreed file structure, source locations, missing-value conventions, sampling rules and correction process; screening reasons and disagreements remain traceable.

Checking the evidence

Allowances follow illustrative scopes in the current pilot proposal. Customer situations, walkthroughs and budgets are fictional examples, not actual orders, product findings or validated savings.
Records and full texts authorised for subcontracting, agreed search strategies, end-client templates and screening records; handover retains source identifiers and versions.

Workflow and inputs

From inputs to delivery

Explore the workflow and deliverable structure. This preview does not run searches, read real records or produce medical findings.

01 / WORKFLOW PREVIEW

Define the task

Illustrative request: a device-project manager delegates search and screening while the internal team retains clinical evaluation.

Methods, sources and professional responsibilities

THE BASIS FOR THIS SCOPE

Why this approach? Inspect the basis.

Check the match between product, population, use conditions and outcomes before defining a supported claim.

OFFICIAL GUIDANCE

FTC · Health Products

Federal Trade Commission · US

Does the research match the product claim?

Scientific support for health-product claims should match the product and claim, rather than merely a similar ingredient.

Scope & access conditions

This is US guidance. Other markets require separate assessment; it is not an approval or compliance conclusion.

Open official source

PUBLIC DATABASE

ClinicalTrials.gov

NLM / NIH

Check studies and reported results

Review study objectives, eligibility, locations, status and reported results, then identify questions for the clinical team.

Scope & access conditions

Sponsors or investigators submit the records. A listing is not government approval of safety or effectiveness, or a determination that you should participate.

Read the official description

Open official source

METHOD REFERENCE

GRADE · Cochrane Handbook

Cochrane · Chapter 14

Show effect size and confidence separately

Present important outcomes, relative and absolute effects, available data and certainty, with reasons for downgrading.

Scope & access conditions

GRADE evaluates a body of evidence for a particular outcome. Database inclusion or one study does not automatically establish high certainty.

Open official source

These references support problem definition and evidence appraisal. Your conclusions still require project-specific sources and professional review.

The value of this commissionEOS scopes a specified module with interfaces, exclusion reasons, review and rerun requirements in the handover.

CRO evidence work packageCompare alternatives and value

A project needs one dependable evidence stage ready for client handover.

What to assess	IQVIA / Cochrane Response	Evidence OS · Commissioned scope
Service focus	IQVIA and Cochrane Response both offer expert synthesis projects.	EOS scopes a specified module with interfaces, exclusion reasons, review and rerun requirements in the handover.
When to choose	Their services benchmark full projects, complex methods and extensive expert collaboration.	Example: one search/screening module, up to 5,000 records and 300 full-text screens; extraction and meta-analysis are separate.

What the fee pays for: Planning reference: CNY 50,000–200,000 per package, based on volume, human review and interfaces.
Value beyond this task: Transfer screening logs, source indexes and reproducible records into the next stage.
How to assess value: Track contractor rework, acceptance rounds and handover hours saved; validate speed in real projects.

Verify subcontracting permission, end-client rights, confidentiality and actual staffing capacity.

CHECK THE OFFICIAL SERVICE SCOPECochrane Response · Custom evidence synthesis IQVIA · Evidence Synthesis fact sheet

Reuse and updates after delivery

The work statement and fields are agreed first to support the prime contractor's handover. Platform or delivery errors are corrected without extra fees; additional tasks use a change order.

Agree reuse rights, retention and export periods, and future update fees when scoping.

Questions before commissioning

Can you use the end client's template?

Discuss this after confirming use and subcontracting permissions. Agree the fields, version, downstream interface and acceptance criteria first.

What happens if a delivery error is found?

Platform or delivery errors are corrected without extra fees. Extra modules, changed questions or excess materials use a change order approved before work.

Do you already have a full-service CRO team?

No such capability is claimed. The page presents evidence packages for discussion. Staffing, contracts, confidentiality and transfer arrangements are confirmed per project; clinical execution remains with the appropriate parties.

Define the delivery for your actual question.

Add your goal, available inputs and timing. Agree scope, review responsibilities and a quote before commissioning.

Request scope & quote

Explore other situations

CROs and research service organizations

Projects keep arriving. You need support with a clear schedule and usage record.

Agree annual professional-support capacity, with a scope, estimate, owner, output record and remaining-hours balance for each task.

Indicatively from CNY 240,000 per yearSee the deliverable