Using AI and Automation to Accelerate Study Budget Development

About this session

Budget development remains one of the slowest steps in study activation, and much of the work is repetitive enough to automate. This session reviews where AI and rules-based automation are genuinely useful, including protocol parsing, calendar generation, procedure mapping, first-draft budget creation, and comparison against historical benchmarks, as well as where they still fall short. We will discuss how to validate outputs, what human review remains non-negotiable, and how to measure whether the tools are actually saving time. The session includes practical guidance on evaluating vendors and building internal capability. Attendees will leave with a grounded view of what is achievable today.

Speakers

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  Jim Wagner

  SVP, AI and Product Innovation · WCG Clinical

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  Tyler Larson

  Manager, Budgets · WCG

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  Seth Halvorson

  General Manager Site Solutions · WCG

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