06 Apr

Remediated Patient Relationship Management System

Abby Grable Case Studies, Change Management, Post-Go Live Support, Quality IT

Remediated Patient Relationship Management System

A commercial pharmaceutical’s Patient Relationship Management (PRM) system was unreliable and required manual data tracking, causing many inefficiencies. Moreover, inconsistent data reporting due to the absence of a central source of truth exacerbated the problem.

Through remediation efforts, PrO streamlined processes, scaled the critical system and enhanced system reliability for smoother operations.

What We Did

Strategic Approach

We adopted a strategic approach, meticulously defining business processes to pinpoint technical solutions. A series of extensive implementations were undertaken to rectify the system’s shortcomings on a large scale. Efforts were made to refine the platform, ensuring enhanced usability for all stakeholders involved.

Structured Framework

A structured framework of bi-weekly system releases was established, which facilitated the seamless integration of continuous improvements and enhancements into the system. Our concerted efforts elevated performance, user experience and cultivated a culture of continuous innovation and refinement, resonating with lasting impact.

Successfully Launched New Product

As a result, the enhanced system enabled a successful new product launch. Due to the enhanced confidence in the revised platform, system use expanded beyond PT SVCs to include the field team. Lastly, the system effectively escalated, approved, and delivered an urgent product shipment within a remarkably short timeframe, measured in hours rather than days.

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Processes Improved
To increase contact center effectiveness and efficiency
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 System Releases Completed
Completed over a two-year period to deliver substantial and incremental system improvements
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Enhancements Implemented
To improve system functionality and workflow
06 Apr

Streamlined IT Request Management Process to Increase Completion by 40%

Abby Grable Case Studies, Change Management, Commercial IT, Post-Go Live Support

Streamlined IT Request Management Process to Increase Completion by 40%

A commercial pharmaceutical client was struggling to manage change in their IT ecosystem due to a lack of a centralized process by which to receive, track, and implement requests from the business. Requests were coming into various points of contact from various different sources, such as emails, tickets, and in-person conversations, leading to disorganization and duplicative work.  To resolve this issue, we worked with affected stakeholders to identify pain points, devised a simple process to help streamline and organize requests, and created a tool in Smartsheet for tracking and reporting. As a result, we empowered the business with the understanding of how to ensure their requests were received and prioritized effectively, strengthening their relationship with IT and ultimately positioning IT as a strategic partner.

What We Did

1. Met with Key Stakeholders to Diagnose Pain Points

First, we identified the individuals most heavily involved in the current state request management process, and we met with them to better understand how requests were being managed, what the pain points were, and how each individual interacted with the process as it stood. These conversations yielded valuable insight into the lack of structure and inconsistent handling of requests in the current state.

2. Established the Process, Tool, and Team

Based on the above insights, we established a centralized process for the intake, prioritization, management, and completion of IT requests. We defined explicit roles and responsibilities, socialized them with the affected individuals, and we devised a Smartsheet tool to intake, track, and report requests through the entire lifecycle.

3. Operationalized the Process

To alleviate the burden on client staff, who were stretched thin, we dedicated a PrO team member to drive the process, helping all parties adapt to the change and ensuring the process was running as intended.

4. Continuously Improved the Process

As the process and tool became more widely adopted across the client organization, we established a cross-functional steering committee responsible for reviewing all requests to drive alignment on the relative priority of each. This helped to ensure all parties were communicated as needed to continue to drive the process effectively.

Client Results

Our client significantly increased the volume of IT requests completed year over year.
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Increased throughput of Commercial and Medical Requests within first two years

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Increased throughput of Commercial and Medical Requests in year three

06 Apr

Delivered 54 Quality System Enhancements and 3 Major Releases In 10 Months

Abby Grable Case Studies, Change Management, Post-Go Live Support, Quality IT

Delivered 54 Quality System Enhancements and 3 Major Releases In 10 Months

A global health sciences organization had recently onboarded a newly acquired brand onto their Veeva QualityDocs platform. To ensure the system met the needs of this new functional group, it was critical that they overhaul their existing maintenance and enhancements (M&E) process to make it more robust, organized, effective, and compliant. Additionally, to reduce the manual burden, it was vital that the process be automated to the extent possible via the client’s ServiceNow platform.   Our client tasked us with doing exactly that—as a result, we enhanced user adoption and satisfaction, drove configuration of critical workflows and lifecycle enhancements, and coordinated the successful implementation of three major system releases with no interruption to business operations.

1. Redesigned the Existing Process

We met with the individuals running the existing M&E process to understand what the current state process entailed, who was involved, and what tool(s) were being used to manage and track requests. These conversations illuminated that some structure was already in place, but that it lacked the robustness needed to manage the volume of requests coming in from the business, including the newly onboarded user group, in a timely manner. Accordingly, we redesigned the process to meet those needs.

2. Assembled the Team & Created the Tools Needed to Sustain the New Process

From there, we leveraged best practices to identify the roles and responsibilities needed to sustain this process, including a business process owner, business lead, IT lead, and configuration specialist. With the help of our client, we identified the individuals who would be best suited to serve in those roles, and we socialized the corresponding responsibilities with each of them. Additionally, we built a tracker in Smartsheet to help organize, prioritize, and report on status of all enhancements.

3. Rolled out, Managed, and Automated the New Process

We formally rolled out the process and informed all process stakeholders of how to submit and follow the status of their requests. Additionally, we oversaw the process to ensure it operated smoothly and that requests were driven to closure. Lastly, we automated the process by collaborating with the IT Operations team to build the applicable workflows in ServiceNow, allowing the client to oversee and operate this process with much less manual effort.

Client Results

In the first ten months, our client delivered more enhancements and platform releases than ever before, with no interruption to ongoing operations.
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Requests delivered

Major releases delivered

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Interruptions to the business

06 Apr

Decreased # of Days to Deliver Veeva Platform Enhancements by 52%

Abby Grable Case Studies, Change Management, Post-Go Live Support, Quality IT

Decreased # of Days to Deliver Veeva Platform Enhancements by 52%

A commercial biotech client had recently implemented Veeva Quality Management System (Veeva QMS) and Veeva QualityDocs to transform the Quality function and support the eventual launch of a second commercial product. Given that these systems were critical for fueling the growth of the business, our client was keenly aware of the need to develop the process, tools and team needed to maintain and enhance this technology while ensuring the systems remained compliant.  

Accordingly, our client asked us to help achieve this goal—specifically, the maintenance and enhancements (M&E) process needed to effectively organize, prioritize, and implement the requests coming in from the business. Not only did we establish and roll out this process, we assembled the team needed to sustain it and we built a tracking tool in Smartsheet to help manage and track requests and the accompanying metrics. Within one year, we significantly increased the percentage of requests implemented as well as the speed in which requests were completed.

What We Did

1. Defined the Process

To start, we worked with our client to obtain the vision and high-level requirements for the M&E process. From there, we combined our knowledge about the client’s IT organization with Veeva M&E best practice to develop a detailed, step–by–step process by which requests were to be received, assessed, prioritized, and deployed. We captured this step–by–step process in MS Visio to allow our client to easily visualize what it would entail.

2. Assembled the Team & Created the Tools Needed to Sustain the Process

Once the process was defined, we identified the roles needed to uphold and sustain the process, including a business process owner, business lead, IT lead, and configuration specialist. With the help of our client, we appointed specific individuals to serve in those roles and met with them to align on expected responsibilities. Additionally, we devised a maintenance and enhancements tracker in Smartsheet that clearly organized all requests, provided transparency into the status of each, and allowed us to seamlessly track key metrics, including volume of requests received, percentage of requests implemented, and business days elapsed between receipt and implementation.

3. Rolled out and Managed the Process

Lastly, we hosted a formal kickoff with the core team described above—from there, the business process owner and business lead helped to communicate to their end users that this process was now live, and that they could submitrequests to our team following the process we had architected. We proceeded to drive the management of the process, updating and maintaining the tracker and ensuring communication amongst all members of the M&E team.

Client Results

Within just nine months, our client materially increased the throughput of enhancements completed while substantially reducing the time required to complete them.

Requests delivered

%

Reduction in average time to deliver (from 30.5 days to 14.5 days)