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PROJECT DETAILS
Therapeutic Area
Cell & Gene Therapy
Stakeholders
CGT Coordinators, Pharmacy Directors
Deliverable
Workflow Calendar/Checklist Tool
Capabilities
Advisory Boards, Operations, KOL Engagement
Operations
Cell & Gene Therapy
KOL Engagement
Optimizing Clinical Workflow for Complex Cell & Gene Therapy

An advisory board-driven initiative creating practical workflow tools to streamline the complex patient onboarding journey—from financial clearance through infusion—for cell and gene therapy centers.

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CGT Workflow Optimization

Cost

Effective Execution

Unbranded

Practical Tool

AdBoard

Expert-Driven

Multi

Step Onboarding

the challenge

Complex Logistics Create Treatment Delays

Cell and gene therapies represent some of the most complex treatments in medicine—not just clinically, but operationally. The patient journey from referral to infusion involves multiple interdependent steps: financial clearance, clinical approvals, scheduling coordination, and supply chain logistics that must align precisely.

Treatment delays weren't just frustrating—they could mean patients missing their optimal treatment window or manufacturers losing carefully scheduled production slots. Centers needed practical tools to manage these dependencies, but existing resources were either too generic or too product-specific to be useful.

"Centers needed a practical, unbranded resource that mapped the full patient journey with all its dependencies—something they could actually use in daily operations."

Our Approach

Expert Advisory Board Development

We convened an advisory board of Cell & Gene Therapy Coordinators and Pharmacy Directors to develop a practical workflow tool informed by frontline expertise.

01

Expert Convening

Assembled CGT Coordinators and Pharmacy Directors with direct operational experience managing complex therapy workflows.

02

Dependency Mapping

Systematically mapped dependencies from financial clearance through infusion, identifying critical path items and common bottlenecks.

03

Oncology Expert Network

Leveraged in-house expertise and established oncology expert network to validate and refine workflow recommendations.

04

Practical Tool Creation

Developed an unbranded calendar/checklist workflow tool that centers could immediately implement in their operations.

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The project delivered practical operational value at a fraction of the cost of larger consulting firms or agency-of-record engagements—without sacrificing quality or expertise.

Engagement Outcome
the results

Operational Efficiency Achieved

The advisory board-driven approach delivered practical tools that immediately improved center operations.

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Cost

Effective vs. larger consulting firms

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Reduced

Treatment delays through dependency mapping

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Optimized

Manufacturer slot utilization

key insights

CGT Operations Best Practices

1

Frontline Expertise Is Essential

CGT Coordinators and Pharmacy Directors understand operational realities that strategic consultants often miss.

2

Unbranded Tools Have Broader Utility

Generic workflow tools can be adopted across products and centers without competitive concerns.

3

Dependency Mapping Reveals Bottlenecks

Understanding what must happen before each step illuminates where delays actually originate.

4

Boutique Execution Can Outperform

Focused advisory boards can deliver more practical value than large-scale consulting engagements.

Launching Complex Therapies?

Let's discuss how to optimize operational workflows and engage the right experts for your cell and gene therapy programs.

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