What I wish was different
Even though I had experience with clinical research, it was definitely still a bit challenging learning CRIO software so that I could make electronic source documents using their platform. However, the onboarding process was very structured, and the training material was very comprehensive. I highly recommend doing at least one practice build (or more) and getting comfortable with the software before taking on a build from a client. In hindsight, I personally should have done more practice builds that were offered by my supervisors before taking on client builds.