Implementing Veeva Align Technical Overview. Ben Lawson Practice Manager Network & Align Services, Europe

Transcription

1 Implementing Veeva Align Technical Overview Ben Lawson Practice Manager Network & Align Services, Europe

2 1 How is Veeva Align implemented? 2 How can Veeva Align be deployed? 3 What does a typical project plan look like? Agenda 4 Summary and Key Takeaways

3 How is Veeva Align Implemented?

4 Veeva has developed a proven process for migrating to Align Technical Kick Off Align Technical Setup Business Kick Off Rule Definition & Validation Production Deployment Post Go Live Clean Up

5 IT + Veeva A technical workshop to agree on the details of the new architecture Align Technical Overview CRM Architecture impact review Security & Governance Establish success criteria (KPI s) As Is Account visibility in CRM Functional user profile definition Technical Kick Off CRM Integration & Data Migration Define cutover approach Data visibility & governance Integration to additional systems

6 Veeva In the Sandbox, the integration between Align and CRM is set up Seamless CRM integration Address & relations Account Customer Data Account Address & relations Align & CRM setup Product Product Metrics Roster Member Account Territory Products & Metrics Users Explicit Assignments Product User Account Share Product Metrics

7 Veeva Data is extracted from CRM and loaded into Align via CSV Manual Extract & Load Territory Current Territory Structure Territory Member Territory User to territory map User Territory Initial Data Loads Geography Territory Account Territory Brick / Zip Rules Assignments B2T / Z2T Account Share Territory Product Product to Territory map MySetup

8 Veeva Additional supporting data can be created in a template and loaded via csv Account Exclusion CSV Load Account Exclusion Footprint Groups of bricks / zips Footprint Additional Data Loads Field Force Account Rules Groups of territory Assignment Rules Field Force Assignment Rules

9 Business + Veeva Functional training workshop for Align business users Final requirements gathering for data mapping Align Overview Rules & Modelling Deep Dive Requirements and gap analysis Pre-Configured Sandbox used How to set up assignment rules Confirm user setup and data visibility Business Kick Off Overview of basic Align features How to review the impact of rules on alignments Identify additional CRM fields to map Establish baseline knowledge for next phases How to publish model and deal with rep feedback

10 Business + Veeva Assignment Rules Created in the sandbox Assignments tuned leveraging the Align UI and Rules Engine Business User Training Modelling, Feedback & Refinement Set up model for new alignment Configure rules Run rules Publish model for rep feedback Set feedback deadline Push to reps Adjust model based on feedback Refine rules Leverage direct assignments and exclusions Review results and adjust if needed Reps submit feedback Review results and adjust if needed

11 Veeva End date any legacy duplicate alignments Business Review & approve final alignments Old CRM Assignments Rule Based Assignments Rule Based Assignments Clean up Duplicate Assignments Explicit assignments to be investigated

12 + + Business IT Veeva Plan UAT / System Validation Execute UAT / System Validation Write test scripts IT sign off System Validation Arrange testers and plan logistics Business sign off

13 + Migrate from Align/CRM sandbox to Production IT Veeva Integrate Align Prod with CRM Clean Up Publish to CRM Set up seamless integration Remove any duplicate preexisting alignments Clean up legacy alignments in CRM Deploy to Production Perform data loads Push new alignments from Align to CRM Migrate alignment rules from SBX

14 Clean up remaining explicit assignments Business Leverage modelling and feedback Set up model for new alignment Adjust model based on feedback Publish to Production End date all explicit legacy alignments Refine rules Post Go-Live Clean Up Set feedback deadline Push to reps Leverage direct assignments and exclusions Review results and adjust

15 What does an Align project plan look like?

16 European Align Pilot Implementation: Example Timeline Scenario: Customer already using Veeva CRM Up to 3 countries in scope Integration of Align with other systems out of scope Alignment Sign-off Go-Live Technical Kickoff Technical Setup Integration with CRM Initial data loads Business Kickoff & Align Administrator Training Assignment Rules Definition Align-CRM data mapping finalization Comparison with assignments loaded from CRM Removal of duplicate pre-existing assignments Final Validation Assignments final checks Veeva CRM Endto-end testing Production Cutover Align Admin training Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8

17 How is Veeva Align Deployed?

18 1 Build core Align configuration pattern 2 Deploy Align pattern to pilot Countries 3. Deploy Align to additional Countries in waves Single Align Pattern covers all countries Non-interruptive cutover Adjust rules for additional countries Mapped to CRM data model Gather & Apply User Feedback Cost Effective

19 Does it matter when in the sales cycle Align is deployed? Align can be deployed at any point in the Sales Cycle 1 Timed to coincide with a new cycle with new assignments & targets 2 Mid-cycle deployment leveraging CRM import

20 Key Takeaways

21 Key Takeaways Set clear success criteria before starting (KPI s) Plan the deployment & cutover approach upfront and agree with all stakeholders Hold technical IT workshop & set up the platform before engaging with the business Train the business early in the project Enter UAT and go live with well trained users Leverage the rules engine and modelling to refine assignments during the project Import all CRM legacy assignments to avoid a gap at cutover Clean up any legacy assignments as a BAU activity

22 Thank You