Clinical Trials Operations
Automation with Jira
Overview
Code Desk is a technology services company specializing in delivering tailored software and workflow solutions for businesses with complex operational needs. As part of one of its key engagements, Code Desk partnered with a medical company operating in the clinical trials industry to modernize and digitize their internal operations using Jira.

Customer Requirements
The client approached Code Desk with a clear objective: to transform their manual, paper-heavy operations into a fully digital and centralized system. Their key requirements included:
Fully customized workflows aligned with operations teams
Centralized Jira platform for clinical trial operations
Paperless documentation and approval processes
Secure electronic signatures for compliance
Integrated time tracking and financial management
Solution Delivered by Code Desk
Code Desk designed and implemented a fully customized Jira-based solution, transforming Jira into a comprehensive operations management platform.
Custom Jira workflows and issue types for trials
Digital documentation with DocuSign e-signatures
Tempo Timesheets for accurate time tracking
Jira–Xero integration for financial visibility
Centralized tracking of trials, approvals, and payments
Jira Customization & Workflow Automation
- Designed custom workflows tailored to clinical trial operational processes
- Configured custom issue types to represent trial activities and documentation
- Built custom screens, forms, and fields to capture all required data
- Implemented custom worksheets aligned with operational needs
Documentation & Compliance
- Designed custom workflows tailored to clinical trial operational processes
- Configured custom issue types to represent trial activities and documentation
- Built custom screens, forms, and fields to capture all required data
- Implemented custom worksheets aligned with operational needs
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