Surgo Health

Product: Mosaic^TM

Industry & Function: Life Sciences - Clinical Trials

Summary

A diversity, equity, and inclusion (DEI) team at a top-20 pharma needed to build FDA-aligned Diversity Action Plans while planning clinical trials. Their existing process relied on manual pulls of race and ethnicity data from public sources, producing only high-level demographic snapshots. Surgo equipped the team with Mosaic, a geospatial intelligence platform layering socio-behavioral data onto standard demographics, allowing site-level analyses to be completed in minutes rather than days.

Surgo’s Impact
Zip code analyses completed in minutes per site	Diversity Action Plan development cut from 4-8 weeks to 1 day

What Traditional Demographic Analyses Miss, and Why It Matters for Diversity Action Plans

Traditional Diversity Action Plans often rely on race, ethnicity, and other demographic data to identify representative trial populations. While these data provide an important starting point, they rarely explain the behavioral, social, and access barriers that influence participation—or help trial teams determine the support each community needs before recruitment begins. By combining demographic and socio-behavioral intelligence, Mosaic helps organizations:

Build more actionable, FDA-aligned Diversity Action Plans
Identify community-specific barriers before recruitment begins
Tailor patient support programs to local needs
Prioritize outreach strategies that improve representative participation
Accelerate trial planning with faster, data-driven site analyses

Mosaic transforms demographic data into actionable community intelligence, enabling trial teams to move from describing populations to proactively designing recruitment strategies that support representative enrollment.

Challenge

The sponsor's DEI team needed to develop FDA-aligned Diversity Action Plans across their clinical trial portfolio. Their existing process relied on manually sourcing race and ethnicity data from government databases for each prospective trial site– a time-intensive workflow that did not scale and provided only a limited view of local communities. Without insight into the underlying behavioral and social drivers of participation, teams lacked the information needed to anticipate patient support needs, tailor recruitment strategies, and proactively plan for representative enrollment before studies launched.

Approach

Surgo provided the DEI team direct access to Mosaic, enabling them to build detailed profiles of prospective geographies and sites. Each profile combined:

Race and ethnicity distributions
Expanded demographic detail, including education level and insurance coverage by age group
Dozens of socio-behavioral indicators tied to trial participation, such as transportation access, financial strain, caregiving obligations, digital connectivity, trust in healthcare, and health literacy

Rather than compiling data manually and reformatting it for internal use, the team ran zip-code-level analyses for each site directly within Mosaic and exported results into their Diversity Action Plan templates.

Results

Before Surgo	After Applying Mosaic
Relied on manual pulls of race and ethnicity data from public sources	Combined standard demographics with hyper-local socio-behavioral intelligence to guide site selection
Outputs limited to surface-level community demographics	Site-specific profiles identified participation barriers, communication preferences, and patient support needs
Generalized recruitment planning and resource allocation	Repeatable zip-code-level analyses exported directly into Diversity Action Plan templates
Insights arrived too late to shape trial planning	Diversity Action Plans development time cut by one month, enabling earlier, proactive planning

Site profiles showed that similarly diverse catchment areas often required different recruitment approaches. In one site, low trust in pharmaceutical research was the dominant barrier; in another, scheduling and caregiving constraints limited participation; in a third, cost was the primary obstacle. Mosaic gave the team a single workflow from analysis to plan, removing the reformatting step that previously slowed the process.

The DEI team used these insights to identify patient support needs early, such as transportation assistance or ride-share partnerships, and to tailor community-specific tactics, including localized trust-building efforts and community-based recruitment, across the trial portfolio. The result was a more data-driven recruitment strategy built to reach a representative study population.

See How Mosaic Optimizes 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 Mosaic to your next clinical trial.