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SMO services · Pune, Maharashtra

Site management organization (SMO) services for clinical trials in Pune, India.

iLearn CRI supports sponsors, CROs and hospitals at the investigator site — from feasibility and site selection, through coordinator-run study conduct, to ethics committee submissions — working to ICH-GCP and India's New Drugs and Clinical Trials Rules, 2019 from our base in Wakad, Pune.

The basics

What is a site management organization?

A site management organization (SMO) — sometimes called a clinical site management organization — manages the day-to-day running of clinical trials at hospitals and investigator sites. It provides trained clinical research coordinators, handles ethics committee paperwork and site documentation, and keeps the site compliant with the protocol, Good Clinical Practice and national regulations — so investigators can concentrate on patients and medical decisions.

Common site-level problems it is meant to prevent: coordinators stretched across too many studies, ethics committee submissions returned for missing documents, and safety-reporting deadlines at risk outside working hours.

SMO vs CRO vs investigator: who does what

Aspect SMO CRO Investigator
Works for The investigator site (often contracted by the sponsor or CRO) The sponsor Their institution — accountable to the ethics committee and regulator
Where the work happens Inside the hospital or clinic running the study Across all sites, largely from the CRO’s own offices At the site
Typical scope Coordinators, source documents, ethics committee paperwork, visit and IP logistics Project management, monitoring (CRAs), data management, biostatistics, regulatory filings Medical decisions, eligibility, consent, oversight of every delegated task
Responsible for the site No — works under the investigator’s delegation log No — oversees sites for the sponsor Yes — delegation does not transfer responsibility

Many trials use both: the CRO's monitors visit sites whose daily operations an SMO runs.

Our SMO services

Clinical trial site management services, taken individually or together

01

Clinical trial feasibility & site selection

Protocol-level feasibility and investigator site identification, so a study is placed at sites that can realistically recruit and run it.

  • Protocol review against site realities — patient pool, standard of care, competing studies
  • Investigator and site identification with feasibility questionnaires completed and verified
  • Site capability checks: infrastructure, storage for investigational product, pharmacy, lab and emergency facilities
  • Ethics committee registration status and investigator standing checked against CDSCO’s published notices
  • Pre-study / site qualification visit support and a written feasibility summary for the sponsor
02

Clinical research coordinator (CRC) staffing & site operations

ICH-GCP-trained clinical research coordinators embedded at the site to run day-to-day study conduct from start-up to close-out.

  • Dedicated or shared CRCs working under the principal investigator’s delegation log
  • Screening and enrolment logs, visit scheduling and participant follow-up tracking
  • Informed consent process support, including audio-video consent documentation where the rules require it
  • Source documentation and timely CRF / EDC data entry, with query resolution
  • Investigational product receipt, storage-condition logs and accountability records
  • Investigator Site File (ISF) maintenance and readiness for monitoring visits, audits and inspections
  • Close-out support: final reconciliation, record archival arrangements and close-out visit preparation
03

Regulatory & ethics committee submissions

Preparation and tracking of ethics committee submissions and the site-side regulatory paperwork Indian trials require.

  • Ethics committee dossier preparation — protocol, investigator’s brochure, informed consent documents in English and local languages, CVs, undertakings
  • Submission tracking, query responses and approval / amendment follow-up with the ethics committee
  • CTRI (Clinical Trials Registry – India) registration support before first participant enrolment
  • Site-level documents the sponsor needs for CDSCO applications and regulator correspondence
  • Serious adverse event (SAE) reporting coordination so the investigator meets NDCT Rules timelines
  • Periodic status reports, protocol deviation logs and safety-report acknowledgements to the ethics committee
How it works

Site management across the study lifecycle

  1. Stage 1

    Feasibility

    Protocol fit, site and investigator identification, questionnaires, qualification visits.

    Clinical trial feasibility & site selection →
  2. Stage 2

    Start-up

    Ethics committee dossier and approval, CTRI number, site initiation readiness, delegation log and ISF set up.

    Regulatory & ethics committee submissions →
  3. Stage 3

    Conduct

    Screening and visits, consent process, source documents and EDC entry, IP accountability, SAE reporting, monitoring visits.

    Clinical research coordinator (CRC) staffing & site operations →
  4. Stage 4

    Close-out

    Query closure, IP reconciliation, final EC reports, archival arrangements, close-out visit.

    Clinical research coordinator (CRC) staffing & site operations →
Regulatory framework · checked September 2026

The Indian clinical trial rules site management works to

A plain-language summary for sponsors and site teams, linked to the primary sources. It is not legal advice — the protocol, the ethics committee's SOPs and the current text of the rules always govern.

RequirementWhat it means at site levelSource
New Drugs and Clinical Trials Rules, 2019 Notified as G.S.R. 227(E) on 19 March 2019 under the Drugs and Cosmetics Act, 1940, and administered by CDSCO with the Drugs Controller General of India as Central Licensing Authority (CLA). Trial permission, ethics committees, investigator duties, safety reporting and compensation all sit here.
Trial permission & ethics approval No trial may start without CLA permission and approval from an ethics committee registered under Rule 8 (Rule 19), and every site must be overseen by a registered committee (Rule 20). The CLA decides within 90 working days, or 30 working days for a drug discovered or developed in India (Rules 22–23) — site activation plans are built around these windows.
Ethics committee registration Committees reviewing clinical trials and BA/BE studies register with CDSCO under Rule 8; registration is valid for five years (Rule 9). Committees for other biomedical and health research register with the authority designated by the Department of Health Research (Rules 15–17). A site without its own committee may use another site’s committee or an independent committee in the same city or within 50 km (Rule 25(ii)).
CTRI registration The trial must be registered on the Clinical Trials Registry – India before the first participant is enrolled (Rule 25(v)); registration has been mandatory since 15 June 2009. Sites should not screen until the CTRI number is in hand.
Audio-video recording of informed consent For vulnerable participants in trials of a new chemical entity or new molecular entity, the informed consent process is audio-video recorded and kept on record; for anti-HIV and anti-leprosy drug trials, audio recording only. Equipment, privacy and secure storage need planning before the first consent.
Serious adverse event reporting The investigator reports every serious adverse event to the CLA, the sponsor and the ethics committee within 24 hours of its occurrence — with reasons if reported late (Rule 42(1)) — followed by a report after due analysis within 14 days to the CLA, the ethics committee chair and the head of the institution. Coordinators keep the clock, the paperwork and the acknowledgements.
Ongoing status reporting Enrolment status is reported quarterly (Rule 25(vii)) and a trial status report every six months (Rule 25(viii)); if a trial is terminated, reasons go to the CLA within 30 working days (Rule 25(ix)). Accurate screening and enrolment logs at site are what these reports are built from.
Compensation & medical management The sponsor provides free medical management for trial-related injury for as long as required and pays compensation for trial-related injury or death (Rules 39–40), assessed under Rule 41 and the formula in the Seventh Schedule. Complete, contemporaneous site records are what that assessment relies on.
ICMR National Ethical Guidelines (2017) The national ethical guidelines for biomedical and health research involving human participants — the reference ethics committees use for consent, vulnerability and compensation questions alongside the NDCT Rules.
ICH E6(R3) Good Clinical Practice The ICH Assembly adopted the E6(R3) principles and Annex 1 on 6 January 2025 (Annex 2 followed in June 2026). CDSCO issued draft Indian GCP guidelines in September 2024; we found no final notice adopting E6(R3) as of September 2026. Global sponsors already apply it to their protocols in India, including clear investigator oversight of delegated tasks.
Who we work with

SMO support for sponsors, CROs and hospitals in Pune & Pimpri-Chinchwad

Sponsors

Pharmaceutical, biotech and medical device companies placing studies in India who want site-level operations handled to GCP and NDCT Rules from day one.

CROs

Contract research organizations that need dependable coordinators and ethics committee support at sites they monitor, without building site staff of their own.

Hospitals & investigators

Hospitals, clinics and principal investigators in Pune who want to take on industry-sponsored trials but lack trained coordinators or regulatory bandwidth.

Why a training institute runs an SMO

GCP training is our day job

iLearn CRI also trains clinical research professionals — including an ICH-GCP certification and a PG Diploma in Clinical Research. The same ICH E6(R3) and NDCT Rules content we teach is what our site teams work to, and site staff who need GCP training can take the same certification.

Our office is in Wakad, on Pune's Hinjewadi–Wakad corridor, within reach of hospitals across Pune, Pimpri-Chinchwad (PCMC) and the wider Maharashtra region.

Before you sign

How to choose a site management organization

Six checks worth running on any SMO in India — including us.

  1. Ask who the coordinators are. Their GCP training records, trial experience, and whether they are dedicated to your study or shared across several.
  2. Ask how SAE reporting is covered. Who keeps the 24-hour clock on weekends and holidays, and how acknowledgements from the regulator and ethics committee are tracked.
  3. Ask to see a sample site file index. A clean investigator site file structure is the fastest signal of how a site will look at monitoring visits and inspections.
  4. Ask what the SMO does not do. Clear scope boundaries — for example, medical decisions stay with the investigator — prevent gaps between SMO, CRO and site.
  5. Check the committee and the investigator. Confirm the ethics committee’s current CDSCO registration and that the investigator is not named in CDSCO’s public notices on debarred investigators.
  6. Check the claims. Numbers of sites, investigators or trials should come with named, checkable detail. If they cannot be substantiated, discount them.
Common questions

SMO services — FAQs

What is a site management organization (SMO) in clinical research?

A site management organization (SMO) is a company that manages the day-to-day running of clinical trials at hospitals and investigator sites. It supplies trained clinical research coordinators, handles ethics committee paperwork and site documentation, and helps sites meet the protocol, GCP and national regulations — so investigators can focus on patient care and medical decisions.

What is the difference between an SMO and a CRO?

A contract research organization (CRO) works for the sponsor and manages a trial across all its sites — project management, monitoring, data management, biostatistics and regulatory submissions to the drug regulator. An SMO works at the site: it supports the investigator and site team with coordination, documentation and ethics committee work. Many trials use both — the CRO’s monitors visit sites whose daily operations an SMO runs.

What does a clinical research coordinator (CRC) do?

A CRC runs the study at site level under the principal investigator’s delegation: scheduling participant visits, supporting the informed consent process, maintaining source documents and the investigator site file, entering data into CRFs or EDC and resolving queries, tracking investigational product, and preparing for monitoring visits and audits. Medical decisions stay with the investigator.

Is CTRI registration mandatory for clinical trials in India?

Yes. A clinical trial must be registered on the Clinical Trials Registry – India (CTRI), maintained by ICMR, before the first participant is enrolled (NDCT Rules 2019, Rule 25(v)); registration has been mandatory since 15 June 2009. Ethics committees and sponsors check the CTRI number, so sites should not begin screening without it.

What approvals are needed before enrolling the first participant in India?

Three: permission from the Central Licensing Authority (CDSCO) to conduct the trial, approval from an ethics committee registered under Rule 8 of the NDCT Rules for that site (Rule 19), and CTRI registration (Rule 25(v)). The licensing authority must also be informed of the ethics committee approval within 15 working days (Rule 25(iv)).

Can a hospital without its own ethics committee take part in a clinical trial?

Yes. Under Rule 25(ii) of the NDCT Rules 2019, a site without its own ethics committee may use the committee of another trial site or an independent ethics committee, provided that committee is registered and located in the same city or within 50 km of the site.

When is audio-video recording of informed consent required in India?

For vulnerable participants in clinical trials of a new chemical entity or new molecular entity, the informed consent process — including how information was given and the participant’s understanding — must be audio-video recorded and kept on record. For trials of anti-HIV and anti-leprosy drugs, only an audio recording is required (NDCT Rules 2019, Third Schedule).

What is the SAE reporting timeline in India?

Under the New Drugs and Clinical Trials Rules, 2019, the investigator reports every serious adverse event to the Central Licensing Authority (CDSCO), the sponsor and the ethics committee within 24 hours of its occurrence, giving reasons if the report is late (Rule 42). A report after due analysis follows within 14 days to the licensing authority, the ethics committee chair and the head of the institution. Follow the protocol’s safety section too — sponsors often set stricter internal timelines.

Which documents are needed for an ethics committee submission in India?

A typical initial submission includes the covering letter, protocol and any amendments, investigator’s brochure, participant information sheet and informed consent form in English and the local languages used at site, case report form, investigator CVs and GCP training records, investigator undertaking, site and insurance or compensation documents, the regulatory permission or its status, and the clinical trial agreement or budget. Each committee publishes its own checklist and format, so we work from the specific committee’s SOPs.

Who is responsible for a trial at site — the SMO or the investigator?

The principal investigator. Coordinators from an SMO work under the investigator’s signed delegation log, and delegating a task does not transfer responsibility for it. Medical decisions, eligibility confirmation and participant safety stay with the investigator; the SMO makes sure the work around them is done, documented and on time.

Do hospitals and investigators need an SMO to run clinical trials?

Not always. Large hospitals with an established clinical research department often run trials with in-house coordinators. An SMO is most useful when a site is new to industry trials, when a busy investigator lacks trained coordinators, or when a sponsor needs consistent, GCP-ready operations across sites quickly.

Which SMO services does iLearn CRI provide?

iLearn CRI provides three SMO service lines from its Wakad, Pune base: clinical trial feasibility and site selection; clinical research coordinator (CRC) staffing and site operations from start-up to close-out; and regulatory and ethics committee submissions, including CTRI registration support and SAE reporting coordination. Services can be taken individually or together.

How are SMO services priced?

SMO work is quoted per study, based on scope: the number of sites, visits and participants, whether coordinators are dedicated or shared, study duration, and which submissions are needed. Share the synopsis or key parameters (no confidential protocol detail before an NDA) and we will scope it with you.

Placing a study in Pune?

Talk to us about feasibility, coordinators or ethics committee work.

Share the study phase, therapeutic area and what you need at site level. Confidential protocol details can follow once an NDA is in place.

Send an enquiry info@ilearncri.com

Office No. 331, Metro Life Bizzbay Tathawade, Wakad, Maharashtra 411057