GrantGuard: Investigator Grant Variance Intelligence & Reforecasting

Protect margin and hit delivery milestones by turning messy grant economics into a living forecast that takes action.

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See Variance Early. Reprice Fast. Pay Smart. Deliver On Time.

Clinical trial grants are set once; reality changes daily. When visit mix shifts, pass‑throughs spike, or FX drifts, finance and operations discover it late, spend cycles reconciling spreadsheets, and watch COs and payments lag. GrantGuard replaces lagging, manual close with a continuously reconciled view of plan, actuals, and commitments. It explains what moved, refreshes the forecast, and orchestrates the next best action — so you protect margin, keep sites motivated, and stay on track to DBL.

Data
Margin Protection & Revenue Cadence

GrantGuard surfaces overruns before they turn into leakage, keeps work correctly priced through timely amendments, and cleans up accruals so invoicing and recognition flow without end‑of‑month drama.

Data
Enrollment Velocity & On‑Time Delivery

By prioritizing payments to high‑yield sites and resolving holds with context, GrantGuard removes cash friction that slows screening and enrollment. That keeps timelines moving and delivery KPIs in the green.

Data
Lean Close, Strong Controls

Automation replaces VLOOKUPs and slide‑decking while strengthening governance. Finance spends less time chasing mismatches and more time managing risk, with audit‑ready lineage from plan to payment.

A Digital Worker That Reconciles, Explains, Reforecasts, and Acts

What the Digital Worker does:

GrantGuard connects to CTMS, EDC (read‑only aggregates), ERP/AP‑AR, site‑payment tools, vendor portals, and the original grant and CO files. It maps messy identifiers into a single Grant Ledger at site, country, and protocol‑element level, capturing plan, actuals, commitments, and FX context.
On top of that ledger, GrantGuard runs variance intelligence tuned for investigator grants. It decomposes movements into enrollment deltas, visit‑mix shifts, screen‑fail rates, pass‑through surges, and currency effects — then translates the math into plain‑English explanations business leaders can act on.
Forecasts refresh on a regular cadence with confidence bands, and scenario testing is built in: adjust recruitment curves, re‑balance site and country mix, or model protocol amendments and vendor pricing changes. Portfolio views roll up automatically while preserving drill‑down to the driver level.
Most importantly, GrantGuard turns insight into action. It drafts change orders with pre‑filled math and clause redlines, routes them for approval, and tracks progress. It triages payment holds and prioritizes releases to high‑potential sites. It monitors vendor caps and FX thresholds, prompting hedges or re‑pricing when policy calls for it. Every assumption, recommendation, and approval is logged for audit and QBRs.

Data
From Variance to Action

GrantGuard doesn’t stop at dashboards. It drafts COs, prioritizes payments, and nudges site and country mix — closing the loop from detection to resolution.

Data
Portfolio Intelligence You Can Steer

Leaders see which geographies, site archetypes, and protocol elements drive cost and risk, and can re‑allocate with confidence.

Data
Audit‑Ready by Design

Immutable lineage ties data, assumptions, and actions together. causaLens digital workers weave controls into the workflow, so compliance strengthens as automation scales.

Reimagine your workforce with Digital Workers

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