Surgo Health

Products: BehavorialPulse^TM, Mosaic^TM

Industry & Function: Life Sciences - Clinical Trials

Therapeutic Area: Immunology

Summary

A top-20 pharma sponsor required targeted, site-level enablement across multiple Phase 3 trials for a late-stage, immunology asset indicated for psoriasis and psoriatic arthritis. Surgo integrated its proprietary BehavioralPulse data into comprehensive site profiles, delivered through the Mosaic platform and site-level brochures. Insights informed site prioritization, sponsor outreach, and patient support program budgeting across the sponsor's trial portfolio.

Surgo’s Impact
Recruitment completed months ahead of schedule	Underrepresented population enrollment targets met or exceeded across all sites

What Traditional Trial Planning Misses, and Why It Matters for Clinical Trials

Trial planning relies on standard feasibility assessments, historical site performance, and operational metrics to guide recruitment strategy. While these inputs help identify where to conduct trials, they often miss the local behavioral, social, and access barriers that influence enrollment performance and representative recruitment. By enriching site planning with behavioral data, BehavioralPulse and Mosaic help organizations:

Prioritize sites based on local patient needs and recruitment potential
Tailor recruitment and engagement strategies to each site's catchment area
Optimize patient support program planning and resource allocation
Strengthen representative recruitment through community-specific insights
Enable clinical operations teams to make more informed, site-level decisions

BehavioralPulse and Mosaic complement traditional trial planning with behavioral and geographic intelligence, enabling sponsors to translate site-level insights into more effective recruitment strategies and stronger trial execution.

Challenge

The sponsor relied on standard feasibility assessments and historical enrollment performance. Enrollment timelines were at risk, and several trials were behind schedule— particularly for representative recruitment— due to limited visibility into local patient barriers, diagnostic pathways, and trust dynamics within site catchment areas. Trial teams also were struggling to anticipate which patient support programs were needed and how to budget for them.

Approach

Surgo combined its proprietary BehavioralPulse™ dataset with the sponsor's site and trial data to create comprehensive site profiles that captured behavioral, social, and access-related factors influencing recruitment. BehavioralPulse enriched each site's catchment area across seven dimensions critical to trial success:

● Participant support needs

● Financial considerations

● Trial awareness and engagement

● Representative recruitment potential

● Community context and norms

● Trusted communication channels

● Digital access and readiness

These insights were delivered through Mosaic™, Surgo's geospatial intelligence platform, where trial leadership could visualize recruitment barriers and opportunities at the zip-code level across the trial portfolio. To support site execution, Surgo also developed two-page site profile brochures summarizing patient characteristics, key barriers, communication preferences, and recommended engagement strategies tailored to each site's catchment area.

Results

Before Surgo	After Applying BehavioralPulse& Mosaic
Relied on standard feasibility assessments and historical site performance data	Combined traditional metrics with behavioral and geographic intelligence to guide trial decisions
Limited visibility into local patient barriers and support needs	Site-specific profiles identified recruitment barriers, communication preferences, and participant support needs
One-size-fits all recruitment planning and resource allocation	Targeted site prioritization, sponsor outreach, multilingual materials, and patient support investments
Enrollment timelines and representative recruitment at risk	Recruitment completed months ahead of schedule, with enrollment targets for underrepresented populations met or exceeded across all sites

BehavioralPulse and Mosaic transformed site-level behavioral data into actionable recruitment strategies across the sponsor's trial portfolio. By integrating behavioral insights into operational planning, trial teams optimized site selection, patient engagement, and support program investments—accelerating recruitment while improving representative enrollment.

See How BehavioralPulse and Mosaic Optimize Trial Planning

Move beyond traditional feasibility and recruitment planning with behavioral and geographic intelligence that helps sponsors prioritize sites, tailor engagement strategies, and accelerate enrollment.

Talk to an expert about applying BehavioralPulse and Mosaic to your next clinical trial.