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OHSUG
                4 – 7 November 2012

Becky Read – Senior Consultant
Business Scenarios

• Companies underestimate the importance
  of training and support
• Tendency to focus project budget on
  software implementation
• Implementation overrun causes
  reallocation of training and support budget
• Training and support are system centric
  and not business process focused

                                                2
What is the result?


 No central
repository or
  self help
   option
                           Leads to
                      inconsistencies   Resulting in:
                         in process,    • High support cost
                          data and      • User frustration
                        template use    • Incomplete/poor
                                          quality data
                                        • Poor compliance




                                                       3
Ideal solution?
Requirements   Single point of reference for support, templates,
               system help and SOPs
               Provide help and reference material that both system
               and process orientated
               Capability to locate help by searching, using
               business process maps, or by system location
               Support content should address both what and how

               Ability to access support from within active system

               Common support environment for all clinical systems


                                                                     4
Solution – Smart Help
• Web-based support portal that can be accessed
  from within Siebel Clinical
• User chooses support route:
   • Drilling down through the business process
   • Selecting a system screen
   • Searching a database of help content
• Provides a central location for all reference and
   help material
• Can be customised to meet client requirements

                                                      5
Solution – Smart Help




                        6
Help via Business Process
 The business processes are hierarchical allowing the users to drill down
 through 3 levels of detail. The first screen allows for phase selection.




                                                                            7
Help via Business Process
 Level 1 provides the business process flow, the steps and the department
 responsible.




                                                                            8
Help via Business Process
 Level 2 provides process detail for each level 1 process Step and the
 CTMS screen the step is performed on




                                                                         9
Help via Business Process
Level 3 provides the task, the CTMS screen the task is performed on and by who
for each level 2 step. Clicking on the system box will display the relevant system
simulation for that task




                                                                               10
System Simulations
Built using Oracle’s UPK product, the simulations walk the user through the
tasks step by step live in the system




                                                                              11
Benefits
• Improved user adoption of new systems or process
  changes
• Reduction in help desk calls
• More efficient new employee ramp-up
• Increase in consistent use of templates
• Improved data quality
• Ability to efficiently share information with all users
• Increase in compliance levels
• Facilitate change management
• Improved integration between business process and
  supporting systems
                                                            12
Biography
Becky has been working for Triumph for more than six years, having joined as a
consultant and training specialist. During her time with Triumph, Becky as worked for
more than ten different clients in the biosciences industry, delivering services ranging
from training, business analysis, and software development, right through to full CTMS
implementation management.

Prior to joining Triumph, Becky had set up and managed the IT helpdesk for a large CRO,
and became involved in supporting Siebel Clinical users after a global rollout.

Becky’s industry experience, eye for detail, passion for client satisfaction and general
management capability led her to be promoted to Senior Consultant in 2010, reporting
directly to Triumph’s COO.

Becky continues to work with Siebel Clinical on a regular basis, and has been focusing
on the development of Triumph’s multi language CTMS product in between client
engagements.



                                                                                           13
Contact

Becky Read
Becky.Read@triumphconsultancy.co.uk
Office: +44 1279 812550

Website: www.triumphconsultancy.com




                                      14
Any questions?




                 15

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OHSUG 2012 presentation - SmartHelp - Driving compliance with integrated quality & training

  • 1. OHSUG 4 – 7 November 2012 Becky Read – Senior Consultant
  • 2. Business Scenarios • Companies underestimate the importance of training and support • Tendency to focus project budget on software implementation • Implementation overrun causes reallocation of training and support budget • Training and support are system centric and not business process focused 2
  • 3. What is the result? No central repository or self help option Leads to inconsistencies Resulting in: in process, • High support cost data and • User frustration template use • Incomplete/poor quality data • Poor compliance 3
  • 4. Ideal solution? Requirements Single point of reference for support, templates, system help and SOPs Provide help and reference material that both system and process orientated Capability to locate help by searching, using business process maps, or by system location Support content should address both what and how Ability to access support from within active system Common support environment for all clinical systems 4
  • 5. Solution – Smart Help • Web-based support portal that can be accessed from within Siebel Clinical • User chooses support route: • Drilling down through the business process • Selecting a system screen • Searching a database of help content • Provides a central location for all reference and help material • Can be customised to meet client requirements 5
  • 7. Help via Business Process The business processes are hierarchical allowing the users to drill down through 3 levels of detail. The first screen allows for phase selection. 7
  • 8. Help via Business Process Level 1 provides the business process flow, the steps and the department responsible. 8
  • 9. Help via Business Process Level 2 provides process detail for each level 1 process Step and the CTMS screen the step is performed on 9
  • 10. Help via Business Process Level 3 provides the task, the CTMS screen the task is performed on and by who for each level 2 step. Clicking on the system box will display the relevant system simulation for that task 10
  • 11. System Simulations Built using Oracle’s UPK product, the simulations walk the user through the tasks step by step live in the system 11
  • 12. Benefits • Improved user adoption of new systems or process changes • Reduction in help desk calls • More efficient new employee ramp-up • Increase in consistent use of templates • Improved data quality • Ability to efficiently share information with all users • Increase in compliance levels • Facilitate change management • Improved integration between business process and supporting systems 12
  • 13. Biography Becky has been working for Triumph for more than six years, having joined as a consultant and training specialist. During her time with Triumph, Becky as worked for more than ten different clients in the biosciences industry, delivering services ranging from training, business analysis, and software development, right through to full CTMS implementation management. Prior to joining Triumph, Becky had set up and managed the IT helpdesk for a large CRO, and became involved in supporting Siebel Clinical users after a global rollout. Becky’s industry experience, eye for detail, passion for client satisfaction and general management capability led her to be promoted to Senior Consultant in 2010, reporting directly to Triumph’s COO. Becky continues to work with Siebel Clinical on a regular basis, and has been focusing on the development of Triumph’s multi language CTMS product in between client engagements. 13
  • 14. Contact Becky Read Becky.Read@triumphconsultancy.co.uk Office: +44 1279 812550 Website: www.triumphconsultancy.com 14

Notes de l'éditeur

  1. Screenshot included for reference, will use live demo
  2. Screenshot included for reference, will use live demo
  3. Screenshot included for reference, will use live demo
  4. Screenshot included for reference, will use live demo
  5. Screenshot included for reference, will use live demo