01Accuracy before persuasion
We will not stretch experience, capabilities, credentials, project results, or security controls to win work. If a question sits outside our expertise, we say so. If another type of advisor is a better fit, we say that too.
02Evidence before blame
Operational problems are usually system problems before they are people problems. We look at timelines, workload, ownership, handoffs, source data, monitoring actions, and process design before concluding that an individual simply needs to “work harder.”
03Collaboration before handoff
Recommendations are developed with the people who know the study and will own the change. We would rather build a simpler workflow the team trusts than a sophisticated model that survives only while a consultant is present.
04Participant protection stays central
Operational efficiency does not override participant rights, safety, informed consent, protocol requirements, or applicable research oversight. Changes should make compliant work easier to perform and easier to see.
05Confidentiality and minimum necessary access
We prefer to work with the least sensitive information needed for the scope and, where practical, inside client-approved systems. Sensitive or regulated information should only be accessed after the appropriate contractual and technical controls are established.
06Independence and conflicts
Potential conflicts that could reasonably affect an engagement should be disclosed. Recommendations should serve the agreed client objective, not a hidden technology sale, referral incentive, or pressure to expand scope unnecessarily.