Request a Demo
Request a Demo

← Back to Resources

TikaStudies & TikaGrants

MEDICAL AFFAIRS · STUDIES AND GRANTS

THE FRONT DOORPublic formSubmitONE RECORDFrom requestto paymentRequest · review · award · paymentReviewersFinanceField team

From first request to last dollar, one governed path.

One purpose-built platform for investigator-initiated studies and grants, from the first request to the final payment. The public form is the front door, and the record it creates is the one your reviewers, finance and field team finish. It runs on its own, with no other Tika product required.

1Record from request
to payment
2Products, enabled
per team
0Re-keying into a
second system
NoTika license needed
by applicants

TRUSTED BY LEADING LIFE SCIENCES ORGANIZATIONS

THE PROBLEM

  • Three inboxes and a spreadsheet
  • Requests re-keyed into a tracker
  • Payments apart from the decision
TODAYTIKASTUDIES & TIKAGRANTS1Record fromrequest to payment0 re-keying into a second system
QUESTION Find psychiatry speakers in New York, CAR-T LLM Reasoning Live CRM STREAMED ANSWER

HOW IT WORKS

Two products, one platform, one record

TikaStudiesA PRINCIPAL INVESTIGATOR APPLIES01Intake02Link03Approval04Managed by MSLs05EvidenceTikaGrantsAN ORGANIZATION APPLIES01Sign up and approve02Apply03Review04Agreement05Pay
A principal investigator applies
TikaStudies
  1. 01Intake. The investigator submits a concept on your published form. No login needed.
  2. 02Link. The institution joins the account and the investigator joins the HCP record.
  3. 03Approval. Medical, Legal and Compliance review the concept, then the protocol on the same study.
  4. 04Managed by MSLs. The approved study lives on the PI’s profile and the institution’s account.
  5. 05Evidence. Milestones, enrollment, IRB dates and publications stay on the study.
An organization applies
TikaGrants
  1. 01Sign up and approve. The organization requests a login. You approve it before it can apply.
  2. 02Apply. Program, grant type, budget, required files and signed attestations.
  3. 03Review. Document check, Compliance, committee and award, with full or partial amounts.
  4. 04Agreement. Letter of agreement sent to the applicant portal; signed date recorded.
  5. 05Pay. Payee details captured securely. Payments cannot exceed the approved amount.

TikaStudies is a Medical Affairs evidence book, not a CTMS, eCRF or regulatory submission system. TikaGrants tracks payments for Open Payments reporting but is not an accounts-payable system or ERP.

CONFIGURED

Configured, not customized

FORM BUILDERRequiredShow-ifHiddenYOUR VOCABULARYProgram namesGrant typesTax-status listsEligibilityCOMMERCIAL FIREWALLAccess is set per tenant
Form builder

Publish, reorder, require and hide questions. Show-if rules by grant type, region or therapeutic area.

Your vocabulary

Program names, grant types, tax-status lists and eligibility are settings, not code changes.

Commercial firewall

Sales and marketing have no role in grants. Access is set per tenant.

ChatMCPCRMSearchProfileSpeakersSpeakerMeetingsRecordScoreSignalsDeclineCallsInsightsSharedPharma
01Intake and forms02Review and decisions03Studies managed byfield medical04Grants from awardto payment

CAPABILITIES

Key features from intake to outcome

01
Intake and forms
  • Your front door. Publish forms on your website or a Tika link. Each submission creates a record.
  • Complete on arrival. Required files, budget lines and signed attestations are enforced at submit.
  • Smart forms. Show-if rules by grant type, payee region or country; repeating budget and in-kind lines.
  • Two rounds, one study. The protocol form updates the same study, so investigators never start over.
02
Review and decisions
  • Configured stages. Document check, Medical, Legal, Compliance and committee, any-one or all-must-approve.
  • Reviewer queues. Each reviewer sees what is waiting on them.
  • Information requests. Return an application for more detail with a due date.
  • Letters from the decider. Approvals, declines and awards go out in the applicant’s language, signed by the reviewer.
03
Studies managed by field medical
  • On the relationship. The study appears on the PI’s HCP profile and the institution’s account.
  • Milestones and enrollment. Planned and actual dates, enrollment pace and alerts before a date slips.
  • Regulatory context. IRB dates, ClinicalTrials.gov identifier, amendments and a risk register.
  • Protocol stays Word. Edit in Word Online; editing locks once the protocol is approved.
04
Grants from award to payment
  • Every grant type. Medical education, fellowships, equipment loans, product donations and charitable contributions.
  • Eligibility rules. For example, 501(c)(3) public charities only, set as configuration.
  • Secure payee details. Tax forms and bank instructions captured in the portal and stored encrypted.
  • Payment history. Payments recorded on the award and ready for Open Payments reporting.

See the same question hit chat and MCP.

Twenty minutes is enough to watch one live tool call, scoped to a territory.

FORMS

What applicants fill in

TikaStudies & GrantsTikaStudiesTikaGrantsReviewer queuesPayment historyReviewer queuesEach submission creates a record.REQUESTSOURCESTAGEInvestigator-initiated conceptPublic form · no loginConcept acceptedMedical education requestApplicant portalDocument checkInvestigator-initiated conceptPublic form · no loginProtocol form sentMedical education requestApplicant portalAwardMEDICAL EDUCATION REQUESTDocument checkComplianceCommitteeAwardLetter of agreementPaymentPayments cannot exceed the approved amount
Public form · no login
TikaStudies · Investigator-initiated concept
Study titleCategoryResearch typeWhat do you want to learn?InstitutionPrincipal investigatorInvestigator emailRequested supportProposed start and end
Then: concept accepted→protocol form sent on the same study→Medical, Legal and Compliance approve→the MSL manages the study.
Applicant portal · approved login
TikaGrants · Medical education request
ProgramGrant typeFunding or in-kindPayee regionProgram descriptionNeeds assessmentBudget linesRequired filesAttestations
Then: document check→Compliance→committee→award→letter of agreement→tax and bank details→payment.

WORKS WITH

HCP profilesInstitution accountsInteractionsPublicationsClinicalTrials.gov idsSpend export

VALUE

Why run studies and grants on one platform

Every investigator, institution and applicant has one profile, so the PI on a study and the faculty named on a grant are recognized as the same person. One record means nobody re-keys a PDF, and every decision can be shown.

One recordone profile perinvestigatorField medical (MSLs)Grants and studies officeCompliance and financeInstitutions and applicants
Field medical (MSLs)
  • Manage each approved study from the investigator’s profile and the institution’s record
  • Log a visit against the study and see the next milestone before it is overdue
  • Protocol stays a Word file
  • Publications and abstracts attach to the study
Grants and studies office
  • One intake, one queue, one letter from the person who decided
  • Applicants see grant status without calling
  • Forms change by type without a vendor ticket
  • Program names and eligibility are settings
Compliance and finance
  • Stages, amounts, documents and payee details on the record, not in email
  • Payments cannot exceed the approved amount
  • Commercial users never see grants
  • Payment history ready for Open Payments

Value that does not depend on volume

Less administration

No logging, re-keying, chasing attachments or compiling reports from inboxes and spreadsheets.

No build-then-replace

Skip custom website intake that has to be rebuilt as the program grows. Forms are configured, not coded.

Audit-ready from day one

Status, stage, amount and document history stay on each record.

Ready to scale

Add programs, grant types or therapeutic areas as settings, with no new system to buy.

ONE PLATFORM

TURN ON ONLY WHAT YOU USETikaStudiesTikaGrantsSAME PEOPLE, SAME RECORDSPI on a study=HCPApplying hospital=AccountEVIDENCE THAT LASTSStudyclosedPublicationsAbstractsPI · institution
Turn on only what you use

A team that only runs grants never sees the study book. A team that only runs investigator-initiated studies sees one clean study grid.

Same people, same records

The PI on a study is the HCP. The applying hospital is the account. Faculty named on a grant can be matched to HCP records.

Evidence that lasts

Publications and abstracts attach to the study, and the PI and institution stay linked after the study closes.

See the full path in one demo

From a public form to an approved study managed by your MSLs, and from a grant request to a recorded payment.