From EDGE user to EDGE team: Roberto Aguiar

Roberto Aguiar, EDGE Technical Business Support Manager,

Before joining EDGE, I worked for 2 years as a Clinical Trials Administrator within the Trials Pharmacy at University Hospitals Southampton NHS Foundation Trust.

It was a varied role that gave me valuable experience across a wide range of research activities and processes, providing insight into the work that goes on behind the scenes to support clinical trials.

A key part of my role was managing the day-to-day operations of the studies assigned to me, working closely with pharmacy technicians and pharmacists to ensure that research activities ran smoothly. This included managing Investigational Medicinal Products (IMPs), from ordering and processing deliveries to responding to queries relating to stock levels, patient accountability and temperature excursions. Maintaining accurate records and ensuring that IMPs were managed appropriately was an important part of supporting patient safety and compliance with study requirements.

My responsibilities also extended to the set-up and ongoing management of clinical trials. I supported the creation of pharmacy folders, updated systems with study data and helped ensure that the necessary documentation and processes were in place before a study began. I also scheduled monitoring visits with study sponsors and Contract Research Organisations (CROs), following up on any queries raised during these visits.

Whilst working in Clinical Trials Pharmacy, I was responsible for finance related tasks such as preparing pharmacy invoice pro formas and helping with financial queries relating to invoices sent to sponsors and CROs. My job was also very clinical-based. I coordinated participant treatments between the Oncology pharmacy and research nurses. This involved ensuring that IV medication was delivered at the scheduled time, helping to support the smooth running of treatment schedules and the wider patient journey. I was also responsible for organising IMP deliveries to research nurses or directly to patients' homes, where required. These activities relied on careful coordination and communication between multiple teams to ensure that medication reached the right place at the right time.

My responsibilities continued through to the end of a study, where I managed the close-down process. This involved checking that all documentation had been signed off, working with sponsors to resolve outstanding queries, reviewing finances and ensuring that all applicable costs had been invoiced.

During my time within this role, I was of course introduced to EDGE. In particular I used it for tracking the setup of studies and other processes and datapoints of a studies lifecycle. EDGE was the tool used for tracking and recording of the pharmacy costs and we also used it a lot of the time to confirm the participant details when dispensing clinical trial medication as well as when dealing with the IMP returns.

Working as a Clinical Trials Administrator gave me a broad understanding of the processes involved in delivering clinical research within an NHS pharmacy and helped me take my next step in 2019. This is when I joined EDGE as a Knowledge Officer where I managed  client accounts, created new functionality requests based on user feedback and was responsible for the CPMS integration. Then in around 2023 I moved to the Product Team where I started my current role as Technical Business Support Manager. Now I oversee the product backlog (tickets used to create new functions to the system), support EDGE integrations with other systems, support the data implementation of new organisations and maintain the responsibility for the CPMS integration.

I feel my past experience working in research has given me first-hand knowledge of research processes, the challenges faced by NHS teams and the importance of developing solutions like EDGE that support the people using them every day.

New ‘Saved Searches’ Functionality Now Live on EDGE

Arpana Basu, Technical Business Support Manager

We are pleased to announce the launch of ‘My Saved Searches’.

A new functionality within Project Search on EDGE, designed to help users stay informed about new studies that may be relevant to them.

Making it easier to find relevant studies

The requirement for Saved Searches was identified by our Product Manager, Nicky Morris, as part of the Expression of Interest (EOI) work. One of the first steps in making it easier to record an EOI is to increase engagement with EDGE and make it easier for users to find studies of a particular type.

The new feature allows users to save their search criteria and receive notifications when new studies matching those criteria are added to EDGE. This provides a simple and effective way to keep track of emerging opportunities without having to repeatedly carry out the same searches.

We hope this functionality will support users throughout the project engagement process, particularly when discovering projects that may be relevant for assessing feasibility and expressing interest. By helping users identify relevant studies more efficiently, Saved Searches can make it easier to stay informed and engage with projects at the right time.

Stay informed with notifications

Saved Searches can be used to receive both internal EDGE notifications and email notifications. Users who wish to receive either type of notification should ensure that their personal notification settings are configured accordingly. These settings work in the same way as other EDGE notifications.

Users can also create and save as many searches as they need, allowing them to monitor different project criteria and areas of interest simultaneously.

Supporting users behind the scenes

The Knowledge team has also played a role in bringing this functionality to users. As part of the work, I was involved in testing the new functionality and then creating the Knowledgebase articles and support text to provide guidance for users.

This ensures that users have clear information available to help them understand and make the most of Saved Searches as part of their everyday use of EDGE.

With the introduction of ‘My Saved Searches’, EDGE provides users with a useful tool for keeping up to date with new studies and identifying projects that could be relevant to their organisation or future engagement.

We look forward to seeing users make the most of this new functionality as part of their ongoing use of EDGE.

Taking EDGE Finance Training on the Road in Northern Ireland

EDGE colleagues Roberto Aguiar and Stevie Barre recently returned from their trip to Northern Ireland, where they delivered EDGE finance training across three Trusts, Western Health and Social Care Trust, Belfast Health and Social Care Trust, and Southern Health and Social Care Trust.

The visit provided an opportunity to work directly with teams on the ground, supporting the rollout of finance tools that Stevie and EDGE Community Champion Mat Davis have developed and refined over the years to complement EDGE’s finance functionality. Stevie had the following words to say regarding this recent trip:

“Getting out on the road across all three sites and visiting the teams was a fantastic experience for both Roberto and me. Meeting everyone in person made a massive difference. Putting faces to names made it much more personable and gave the teams an opportunity to get to know me as their Client Manager.”

The engagement across all three sites was a real highlight for both Roberto and Stevie. Teams asked insightful questions, shared practical suggestions and provided valuable feedback on how the tools could support their day-to-day work. Roberto shared:

“It was also great to see first-hand how EDGE and the finance tools could help teams save time, improve efficiency and support cost recovery, helping to maximise funds available for reinvestment in research.”

The feedback given has already led to improvements, with Stevie and Roberto taking ideas from the sessions to further refine the tools and explore ways to make EDGE even more efficient.

With a warm welcome at every site and strong engagement from each team, the visit was a valuable opportunity to share knowledge, strengthen relationships and demonstrate the wider benefits EDGE can bring to finance and research management. From all of us at EDGE, we would like to say a big thank to you all of those involved across the Northern Ireland sites!

Stevie & Roberto pictured with Liz Macari, Research Administrator, Paulette Higgenbotham, Research Facilitator and Diane Mackey, Research Manager, Western Health and Social Care Trust

Stevie & Roberto pictured here with Roisin McKenna and Roisin McNulty, Pharmacy, Rachelle Moore, Research Manager, Denise McFarland, Nursing and Mairead McAreavey, Research Administrator, Southern Health and Social Care Trust

Stevie & Roberto pictured with Julie Hamilton and Carolyn Hewit, Research Finance, Fionnuala White and Chris Wright, Respiratory Research, Jo MacAllistar, Cancer Trials, Dermot Ryder, Angela Toner, Michelle, Roisin, Research Facilitator CRF and Andrew Sloane, Belfast Health and Social Care Trust

Welcome to the EDGE Community, East Cheshire NHS Trust

Next up, we are thrilled to welcome East Cheshire NHS Trust to the growing EDGE Community!

The NHS is always moving to more digital ways of working and East Cheshire NHS Trust are embracing exactly that by its move to EDGE for research management.

By bringing key processes, information and reporting into one platform, EDGE is helping them to work smarter and more effectively.  

We recently spoke to Hannah Hunt, Research Governance Facilitator (R&D) from the Trust who shared they are already utilising a range of EDGE features, despite only implementing the system in July earlier this year.

Hannah Hunt, Research Governance Facilitator (R&D), East Cheshire NHS Trust

Supporting finance management and invoice tracking

EDGE Finance is a key area Hannah highlighted to us as bringing real benefits:

“I have found the finance sections in EDGE helpful for keeping track of invoices and identifying any missed payments.”

By supporting financial tracking within EDGE, the system provides a centralised way for teams to keep track of important financial information and maintain greater oversight of payment activity.

A user-friendly experience for Administrators

Alongside its financial capabilities, the Trust also emphasised the ease of navigating EDGE:

“Our admin staff like the EDGE UI and find it is easier to navigate around compared to other systems we have used in the past.”

For all staff, having a system that is straightforward to use can help support day-to-day research management activities. A user-friendly interface can help teams access the information they need and work more confidently within the system.

Looking ahead: Workflows and Reporting

East Cheshire NHS Trust is also looking to expand how it uses EDGE, with a particular interest in study set-up workflows and the reporting functionality.

These areas could support the Trust in developing more structured processes for study initiation, while using EDGE reports to contribute to quality and performance monitoring. Hannah shared:

“I am looking forward to utilising the workflows on EDGE particularly the study set up workflows and using the EDGE report function for our quality and performance reporting.”

By exploring these additional capabilities, East Cheshire NHS Trust is continuing to consider how EDGE can support its evolving research management requirements.

Supporting the future of research management

From finance tracking and user experience to study set-up workflows and performance reporting, East Cheshire NHS Trust's experience highlights the range of ways EDGE can support research teams.

As the Trust continues to explore the platform's functionality, its focus on practical improvements and future development demonstrates the value of digital tools in supporting efficient, connected research management.

We are delighted to have East Cheshire NHS Trust on board with EDGE and look forward to continuing working with them and supporting them along their EDGE journey. Welcome on board!

Feel inspired: UHS host dedicated EDGE day to strengthen research management

Mikayala King, Research Governance and QA Manager, UHS

Showcasing University Hospitals Southampton NHS Trust for outstanding efforts in strengthening their use of EDGE

For more than 20 years, University Hospitals Southampton NHS Foundation Trust (UHS) has relied on EDGE to support the management of its research portfolio. Today, the system is firmly embedded within the organisation’s research and development processes, providing a central source of information throughout the research lifecycle.

With the introduction of new Key Performance Indicators (KPIs) from the Department of Health and Social Care, designed to measure research set-up times and delivery of research, the UHS R&D team recognised an opportunity to review how they could make the most effective use of all tools available to them.

To explore this, the team held a dedicated focus event around EDGE bringing together staff from across the R&D infrastructure.

Making the most of EDGE

Mikayala King, Research Governance and QA Manager at UHS, explained the thinking behind the event:

“We wanted to ensure that we were using all of the tools available to us to help manage expectations, to be able to react swiftly to changing situations with studies, and to look for trends to enable us to be more efficient.”

For UHS, EDGE is central to achieving this. As Mikayala explains:

“The main tool at our fingertips is EDGE. It is our source of truth and our contemporaneous record of everything that occurs prior to study set-up, including the EOI process, feasibility, and whilst the study is running, amendments and invoicing for activity.”

With EDGE playing such an important role, the team identified the need to ensure that everyone was confident in using the system and understood how information was captured, stored, retrieved, and subsequently reported.

A day focused on data, processes and collaboration

The full-day event provided an opportunity for different staff groups across the R&D department to refresh their knowledge of EDGE and explore how the system is being used across UHS.

Key areas covered during the day included:

  • How UHS uses EDGE throughout the research lifecycle.

  • The importance of data integrity.

  • The value of timely and complete data entry.

  • Where information is stored within EDGE and how it can be retrieved.

  • How EDGE data is used and reported across the wider R&D department.

  • Opportunities to improve workflows and make better use of existing functionality.

  • Ideas for additional functionality that could provide greater insight into studies and support more efficient working.

The event was not simply about refreshing existing knowledge. It also created a forum for staff to share their experiences, identify challenges, and suggest ways that EDGE could be used more effectively.

Turning discussion into action

The event has already led to tangible improvements within UHS.

Following the discussions, changes have been made to forms and workflows, while data input has improved. The team is also planning a further event focused specifically on finance, recognising the importance of ensuring that financial information is managed as effectively as other areas of the research portfolio.

The team also identified areas where improvements and clarification would be valuable at a wider level. This includes suggestions to the NIHR around the handling and reporting of sub-studies and platform trials, as well as questions about where the data used to populate EDGE from CPMS is sourced.

Learning through practical activities

To reinforce the importance of good data management, the team took an engaging and creative approach during the day.

The importance of timely data entry was demonstrated using Rubik’s Cubes, while data integrity was explored through doctored jigsaw puzzles. The team also used doctored origami instructions to highlight the importance of clear and accurate instructions.

These practical exercises helped turn what can sometimes feel like abstract concepts into memorable, hands-on examples of how small errors, delays, or inconsistencies can affect the bigger picture.

Looking ahead: The next 20 years

For UHS, the focus event demonstrated the value of stepping back from day-to-day processes to review how systems, data, and people work together.

The team plans to continue pushing EDGE as far as possible, while working collaboratively with the EDGE team to explore opportunities for further development and improvement.

UHS plans to ensure that EDGE continues to be the trusted source of truth for research studies and that it remains a fundamental part of research management for many years to come.

UHS attendees of the EDGE day