The Odom GroupMethodology & Engagement Model

Our Process

From first contact to final report, every engagement with The Odom Group, Inc. follows a structured, documented methodology designed to bring your site to — and keep it at — full audit-readiness. No guesswork. No surprises. Just a clear path to compliance.

How We Work

A Structured Path to Compliance — Every Time

Every engagement follows the same six-phase methodology — adapted to your site's specific needs, but never improvised. From the first discovery call to the final knowledge transfer, you always know exactly where you are, what comes next, and what we have committed to deliver.

5–7
Business Days

Average time from signed agreement to active mobilization

100%
Written Scope

Every engagement is fully scoped and documented before work begins

0
Form 483s

FDA observations across all sites we have prepared for inspection

01
Discovery
Week 1

Free Consultation & Site Assessment

Every engagement begins with a no-obligation consultation to understand your site's current state, upcoming milestones, and specific pain points. We review your trial portfolio, regulatory binder status, EDC data quality, and any outstanding queries or monitoring findings.

Key Activities
  • 30–60 minute discovery call with your site leadership
  • Review of current trial portfolio and protocol complexity
  • Assessment of ISF/TMF organization and completeness
  • Identification of immediate compliance risks or deadlines
  • Discussion of preferred engagement model (hourly, retainer, or project-based)
Deliverable

Written Site Assessment Summary with prioritized recommendations

Audit Perspective

We document everything from day one. The assessment summary becomes the baseline against which all subsequent improvements are measured.

Then
02
Scoping
Week 1–2

Custom Scope of Work & Agreement

Based on the discovery findings, we develop a tailored Scope of Work that defines exactly what will be done, by whom, on what timeline, and at what cost. No vague retainers or open-ended commitments — every engagement is clearly scoped before work begins.

Key Activities
  • Drafting of a detailed, milestone-based Scope of Work
  • Identification of required site access and system credentials
  • Agreement on communication cadence and reporting format
  • Execution of Client Services Agreement with defined deliverables
  • Onboarding of The Odom Group team to site systems (EDC, eTMF, Veeva Vault)
Deliverable

Signed Client Services Agreement + Detailed SOW with timeline

Audit Perspective

A written SOW is your protection as much as ours. It establishes clear expectations and prevents scope creep — a common source of budget overruns and relationship friction.

Then
03
Mobilization
Week 2–3

Rapid Onboarding & Baseline Audit

Once the agreement is signed, we mobilize quickly. Our team gains access to your systems, conducts a thorough baseline audit of your regulatory files and data, and establishes the working protocols that will govern the engagement.

Key Activities
  • System access setup (EDC, eTMF, Veeva Vault, CTMS)
  • Comprehensive baseline audit of ISF/TMF completeness and organization
  • EDC data quality review: open queries, missing data, protocol deviations
  • Source document review and verification against EDC entries
  • Identification of all outstanding monitoring visit action items
Deliverable

Baseline Audit Report with gap analysis and remediation priority matrix

Audit Perspective

The baseline audit is the foundation of everything that follows. It gives us — and you — a clear, documented picture of where you stand before any remediation begins.

Then
04
Remediation
Ongoing (per SOW)

Active Support & Compliance Remediation

This is where the work happens. Our team works directly in your systems to resolve outstanding issues, close queries, organize regulatory files, and bring your documentation to audit-ready standard. For EDC engagements, we guarantee data entry within 5 business days of visit completion.

Key Activities
  • ISF/TMF organization, indexing, and gap remediation
  • EDC data entry and query resolution (5-business-day guarantee)
  • Source document QC and discrepancy correction
  • Monitoring visit preparation: pre-visit checklists, document staging
  • Post-monitoring visit follow-up: response drafting, corrective action tracking
  • Protocol deviation documentation and reporting support
  • Regulatory binder maintenance and version control
Deliverable

Weekly progress reports with metrics: queries closed, documents filed, open items

Audit Perspective

Every action we take is documented with a timestamp and rationale. If an FDA inspector or sponsor monitor asks why a document was filed a certain way, we have the answer — in writing.

Then
05
Verification
Prior to key milestones

Quality Review & Inspection Readiness Check

Before any monitoring visit, audit, or FDA inspection, we conduct a structured inspection readiness review. This is a systematic check of every regulatory requirement — not a quick scan, but a methodical, protocol-by-protocol, document-by-document verification.

Key Activities
  • Pre-monitoring visit readiness checklist (sponsor and FDA standards)
  • ISF/TMF completeness verification against protocol requirements
  • EDC data lock preparation and final query resolution
  • Informed consent version control and re-consent tracking
  • Delegation of authority log review and currency check
  • Training record completeness verification for all study staff
  • Mock audit walk-through for sites preparing for FDA inspection
Deliverable

Inspection Readiness Report with pass/fail status by regulatory domain

Audit Perspective

We have prepared sites for FDA inspections with zero Form 483 observations. The inspection readiness review is the same process we use internally — now applied to your site.

Then
06
Continuity
Post-engagement

Ongoing Support & Knowledge Transfer

At the conclusion of a project engagement, we do not simply hand over a report and leave. We conduct a structured knowledge transfer to ensure your team can maintain the standards we have established. For retainer clients, we provide continuous oversight and proactive compliance monitoring.

Key Activities
  • Final engagement summary report with all actions taken and outcomes
  • SOP recommendations for maintaining compliance between monitoring visits
  • Coordinator training on systems and workflows established during engagement
  • Transition documentation for any ongoing trials
  • Availability for follow-up questions for 30 days post-engagement
  • Optional retainer for ongoing monitoring and compliance support
Deliverable

Final Engagement Report + SOP Recommendations + Training Summary

Audit Perspective

The goal is not dependency — it is capability. We want your team to be stronger after working with us than before. That is what a real consulting partner delivers.

Our Standards

What "Audit-Ready" Means to Us

Audit-readiness is not a one-time event — it is a continuous state. Every process we follow is designed to keep your site compliant not just for the next monitoring visit, but for every visit, every audit, and every inspection that follows.

ICH-GCP E6(R2)

All documentation practices align with the current ICH Good Clinical Practice guidelines, including source data verification, audit trail integrity, and investigator oversight requirements.

21 CFR Parts 11, 50, 54, 56 & 312

Our regulatory file management and data entry practices comply with FDA regulations governing electronic records, informed consent, financial disclosure, IRB oversight, and IND requirements.

5-Business-Day EDC Guarantee

Data entered within 5 business days of visit completion — documented, timestamped, and verifiable. This is a commitment, not a target.

Common Questions

About Our Engagement Process

Start the Conversation

Tell Us About Your Site

Complete the form and a member of The Odom Group, Inc. team will respond within one business day. There is no obligation — just a clear, honest conversation about what your site needs and how we can help.

01

We review your submission and prepare for your site's specific situation

02

You receive a call or email within 1 business day (Mon–Fri, 8am–5pm ET)

03

We schedule a free 30–60 minute consultation at your convenience

04

You receive a written site assessment and scope of work — no commitment required

Prefer to call or email directly?

Reach us at [email protected] or schedule directly via Calendly. Business hours: Monday–Friday, 8:00 AM–5:00 PM ET.

Your information is kept strictly confidential and will never be shared with third parties. We will respond within one business day (Mon–Fri, 8am–5pm ET).