Scaling Clinical Trial Localization—Without Compromising Patient Data

OneStudyTeam used Localize’s translation-proxy approach to localize a multi-site clinical trial platform quickly while protecting PHI/PII and minimizing engineering effort.
As OneStudyTeam expanded across regions and clinical sites, localization needed to scale quickly—without exposing sensitive patient data or adding heavy engineering overhead. By adopting a translation-proxy model with centralized governance, in-context QA, and strict PHI/PII controls, OneStudyTeam turned localization into a secure, repeatable workflow ready for regulated clinical environments.
Industry
Healthcare Tech
Region
USA
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About

OneStudyTeam provides cloud-based software that accelerates patient enrollment for clinical trials. The platform connects sponsors, clinical research organizations (CROs) and study sites to streamline enrollment workflows and improve patient outcomes. OneStudyTeam’s product is used across multi-site clinical programs and handles sensitive PHI/PII, so any localization solution has to protect patient data while enabling broad, fast roll-outs.

The Challenge
Localized site communications at scale for clinical trials

As OneStudyTeam expanded into new regions and deployed across many sites, their team faced three core localization challenges:

Scale without heavy engineering — the web app and marketing properties are large and dynamic; extracting strings and maintaining resource files would be slow and costly.

Safety for PHI/PII — patient names, identifiers and other sensitive fields must never be exposed to third-party systems or stored unintentionally.

Operational control and QA — product and site-success teams needed a central place to manage translations, review critical clinical terminology and enforce consistency without constant developer involvement.

The Solution
A new translation approach and centralized workflow

OneStudyTeam adopted a translation-proxy model to centralize localization while minimizing code churn. Localize was implemented to:

Capture site content automatically via a lightweight JavaScript snippet (with an optional crawler for deeper discovery) so developers did not need to refactor UI strings into resource files.

Protect PHI/PII using DOM-level exclusion controls (CSS classes and IDs), page blocking and rules that prevent patient input and other sensitive fields from being sent for translation.

Provide in-context QA and glossary control so site-success and product teams could preview translations in the live UI, define glossary entries for clinical terms, and create dynamic variables to handle recurring patterns.

Offer translation flexibility — enterprise machine translation options (including DeepL) plus direct ordering of human post-editors for critical content and a document/subtitles add-on for non-web assets.

Support enterprise requirements with audit logs, regional endpoints, uptime SLAs and a partner onboarding program with a dedicated CSM for healthcare customers.

Technical fit was strong: OneStudyTeam’s stack (React + ClosureScript front end, AWS hosting, tag management and analytics) made the translation-proxy approach a low-code, low-impact integration that still allowed fine-grained blocking of PII at the DOM level.

The Onboarding
Implementation highlights — keeping PHI safe while speeding localization

During evaluation and POC, Localize and OneStudyTeam worked through several implementation details important for clinical apps:

  • PII exclusion patterns: Developers used CSS classes/IDs on patient name fields and other inputs so those elements are never pulled into the translation pipeline. For complex widgets (for example AntD selects that dynamically render options), the team validated ways to attach exclusion classes to option elements and to ensure placeholders and labels remain translatable while option values are blocked.
  • Staging-first workflow: Translations and QA were run in staging before push to production so product and clinical teams could review localized UI and address layout or length issues (e.g., German length, Japanese typography) using the in-context editor.
  • Glossary and dynamic variables: Clinical terminology and recurring phrases were added to a shared glossary. Dynamic phrase variables reduced review overhead for repeated patterns (e.g., “slide 1 of 10”), keeping translation memory consistent.
  • Operational controls: Auto-approve flags, pending → QA → published bins, and task-manager workflows let site-success teams assign human reviews only where necessary and keep translators focused on priority content.
  • Security and compliance: OneStudyTeam required security review, NDA/BAA discussions, and the ability to demonstrate audit trails. Localize provided compliance documentation, SOC-type artifacts, regional edge support, and recommendations for Part 11 / GxP considerations to be reviewed as part of contracting.

The Results
Trial, enterprise evaluation and an onboarding path

During the evaluation OneStudyTeam successfully ran a trial and proof-of-concept with Localize: the trial was upgraded to include enterprise features (DeepL, document add-on), and Localize provided a partner-level package tailored to OneStudyTeam’s needs. Key outcomes from the engagement process:

OneStudyTeam completed a hands-on POC using the Localize widget, in-context editor and dashboard.

The team validated exclusion and blocking strategies for PHI/PII across dynamic form elements (including approaches for AntD select widgets and placeholder handling).

Localize extended trial functionality so OneStudyTeam could test higher-quality machine translation plus non-web asset translation workflows.

Localize proposed a partner onboarding plan that includes dedicated CSM support, priority ticketing, SLAs and professional services to help finalize PII/PHI blocking, QA flows and deployment to staging and production.

Security and compliance conversations (NDA, BAA and audit reporting) were initiated to align the localization approach with OneStudyTeam’s regulatory obligations.

OneStudyTeam’s evaluation demonstrated that a translation-proxy model could deliver rapid, scalable localization with minimal developer effort while preserving stringent PHI/PII safeguards. Centralized glossary management, in-context QA and staging-first publishing gave product and site-success teams the control required for clinical terminology and regulatory oversight. With security, operational and workflow elements validated during the POC, OneStudyTeam is positioned to move into partner onboarding and production localization with a clear path for compliance, QA and incremental roll-out across sites and languages.

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