Ebook
The Modern CDM Playbook
From edit checks to reviewer-in-the-loop agentic workflows.
About this ebook
What's inside
From edit checks to reviewer-in-the-loop agentic workflows. This long-form ebook is a working guide for clinical, biometrics, and R&D leaders adopting agentic AI — with frameworks, worksheets, and vendor-evaluation checklists you can use immediately.
Key takeaways
What you'll learn
- End-to-end buyer's guidance for selecting and scaling agentic AI in trials.
- Operating-model patterns that work across CDM, biometrics, and oversight.
- Common pitfalls during pilots — and how leading sponsors avoid them.
- Vendor-evaluation checklist with governance, integration, and security criteria.
- Worksheets and templates to align clinical, QA, and IT stakeholders.
About the author
Moulik Shah
Founder & CEO, Maxis AI
Moulik Shah is the Founder and CEO of Maxis AI, an enterprise agentic AI platform for the pharmaceutical and life sciences industry. With over 20 years of experience in healthcare technology, he has spent the majority of his career helping pharma, biotech, and CRO organizations modernize clinical trials through data and AI. He is a Forbes Technology Council contributor, writing on artificial intelligence and enterprise innovation.
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