Phlexglobal's TMF Heatmaps reveal missing documents, compliance gaps, and inspection risk across your studies. Built on inspection-driven methodology, not just dashboards.
THE CHALLENGE
Missing documents are only discovered late in the process
Standard reports don't reflect real completeness or inspection risk
Teams spend time reviewing low-risk areas instead of priority issues
Gaps often surface only under inspection pressure
THE SOLUTION
Phlexglobal TMF Heatmap Analysis provides a visual, inspection-aligned view of TMF quality and completeness across your studies.
Using data from any eTMF system, heatmaps clearly show:
Where documents are missing or incomplete
What level risks are at (high, medium, low) and where they’re concentrated (site, country, trial, or partner views)
Patterns and recurring gaps across studies
TMF Heatmap Analysis is an expert-led, visual assessment of TMF completeness and quality, built directly from your eTMF data and evaluated against real inspection expectations.
Delivery follows four steps:
TMF Data Assessment: We analyze your TMF directly from your existing eTMF system.
Heatmap Generation: Color-coded outputs through visual TMF heatmaps highlight completeness, quality, and risk (by site, country, trial, or partner views).
Expert-Led Analysis: Our TMF specialists evaluate findings against inspection expectations, producing detailed gap analysis with risk classification and guidance grounded in industry best practices.
Insight & Action Plan Delivery: You receive an executive summary of key findings and risk areas, plus prioritized, inspection-aligned remediation recommendations.
Because TMF risk looks different at every stage, heatmaps are used to:
Confirm readiness before regulatory submission
Maintain oversight during ongoing studies
Uncover hidden gaps in legacy or acquired studies
Track trends across a full study portfolio
The Result: a clear, prioritized TMF risk profile and a practical plan to improve inspection readiness.
Immediate visibility into TMF quality issues with clear, visual summaries.
Focus effort on high-impact issues first, with a clear roadmap for what to fix and why.
Identify and resolve gaps earlier in the study lifecycle.
Spot trends and recurring issues across programs.

Unlike standalone reporting tools, Phlexglobal Heatmaps combine expert TMF analysis aligned to real inspection expectations, risk-based classification of findings (major vs. minor impact), and actionable recommendations. It’s not just data, it’s built on real inspection experience across global studies.
Vendor-agnostic: Works with any eTMF system
Backed by industry-leading TMF expertise across a multitude of studies, spanning global Phase I–IV trials
Combines technology with expert-led analysis, focused on real inspection outcomes, not just reporting
Trusted by leading clinical teams to reduce TMF review effort and identify critical gaps ahead of inspection
Shifting the Lens: Why a Portfolio View is the Missing Piece in TMF Oversight At CDISC Europe 2026, we explored a simple but important idea: the challenge with TMF metrics isn’t what we measure -
As a first-time attendee of the CDISC conference, this year held in Milan, I had the great opportunity to meet like-minded and influential figures in the space, as well as present my poster on TMF
This year’s CDISC conference in Milan was especially meaningful for me. It was my first time attending, and I had the privilege of presenting alongside Jason Weinstein from Regeneron, a long-time
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