Disclosure Summit

Case Study in Implementing a GlobalCase Study in Implementing a GlobalCase Study in Implementing a GlobalCase Study in Implementing a Global

Transparency Transparency Transparency Transparency Solution Solution Solution Solution –––– BI Steps to SuccessBI Steps to SuccessBI Steps to SuccessBI Steps to Success

7 February, 2014

Step 1: Streamline Cross-Border Engagements of HCPs

HCP Engagement June 2013 2

The ChallengeThe ChallengeThe ChallengeThe Challenge

• Increasing country-specific legislation

and Code of Conduct

• Legislation and codes include cross-

border reporting

• BI recognized the need for revised

internal policies / processes

ApproachApproachApproachApproach

• Performed a global assessment of the

current cross-border engagement

landscape

• Developed a Global Corporate Policy

and Process

• Developed and deliver comprehensive

training sessions

BenefitsBenefitsBenefitsBenefits

• Quantified volume and size of cross-

border transactions

• Approved new corporate policy and

procedure

• Implemented a short-term solution

• Initiated an RFI for long-term

technology solution

Fully DistributedFully DistributedFully DistributedFully Distributed SemiSemiSemiSemi----DistributedDistributedDistributedDistributed Single InstanceSingle InstanceSingle InstanceSingle Instance

• Unique codebase / database per country

• Shared CM / SAP

• Unique front end for each country

• Shared code / database / CM / SAP

• Unified front end for all countries

• Shared code / database / CM / SAP

Key benefitsKey benefitsKey benefitsKey benefits

• Fully customized for each country (fields, workflows,

etc.)

• Minimal systems interdependence

• Supports country-specific roll-outs

• Uniform processes / reporting capabilities while

maintaining unique “look and feel”

• Supports country-specific roll-outs

• Lower cost to implement and maintain than “fully

distributed”

• Uniform processes / reporting capabilities

• Satisfies basic language requirements and easily

supports future translation needs

• Least costly option to implement and maintain

What to What to What to What to

considerconsiderconsiderconsider

• Potential for disparate processes / reporting

capabilities

• Increased time / cost for implementation and

maintenance

• Consensus required on data-capture and process

elements

• Future customizations and system updates affect all

countries

• May not achieve “ultimate” end-user experience

• Consensus required on data-capture and process

elements

For ea

Step 2: Sample Global Models to Consider

DB DB DBDB

DB

Default language with scroll-over

translations

DB

Agg Spend ERPCM Agg Spend ERPCM Agg Spend ERPCM

Global Governance – 80/20 Standardization

Process and Technology Standardized across GlobeProcess and Technology Standardized across GlobeProcess and Technology Standardized across GlobeProcess and Technology Standardized across Globe

COECOECOECOE

Key Challenges for BI

1. Global buy-in, especially in regions without existing/pending transparency drivers

2. Terminology / Taxonomy Harmonization

3. Identification of Global Business Owners

4. Identification of Owner(s) of Spend Overlapping Regions

5. Process Integration

6. System integration, including:

• Data standardization

• Harmonization (ERP, CRM, CTMS, 3rd Party Reporting, etc.)

• MDM / Customer Master

• Data Storage (Privacy concerns)

Step 3: Expand HCP Platform

Deployment Strategies Deployment Strategies Deployment Strategies Deployment Strategies ---- Better PracticesBetter PracticesBetter PracticesBetter Practices

• Expand platform into countries with greatest Compliance riskExpand platform into countries with greatest Compliance riskExpand platform into countries with greatest Compliance riskExpand platform into countries with greatest Compliance risk

• US

• UK

• Add’l. expansion within Germany

• Leverage Fixed Duration Pilot or Proof of ConceptLeverage Fixed Duration Pilot or Proof of ConceptLeverage Fixed Duration Pilot or Proof of ConceptLeverage Fixed Duration Pilot or Proof of Concept

• Single region, all (or most) transaction types

• Single transaction type, all (or most) regions

• Expedited SDLC

• Key stakeholders engaged

• Rapid prototyping

• Requirements Tend to Change During Long Projects AnywayRequirements Tend to Change During Long Projects AnywayRequirements Tend to Change During Long Projects AnywayRequirements Tend to Change During Long Projects Anyway

• Consider CrossConsider CrossConsider CrossConsider Cross----Border and Other Global Groups FirstBorder and Other Global Groups FirstBorder and Other Global Groups FirstBorder and Other Global Groups First

• Consider Foundational Technology (MDM, ERP, CRM, etc.)Consider Foundational Technology (MDM, ERP, CRM, etc.)Consider Foundational Technology (MDM, ERP, CRM, etc.)Consider Foundational Technology (MDM, ERP, CRM, etc.)

David J. EibenDavid J. EibenDavid J. EibenDavid J. Eiben

Director, IS Business Partnering

david.eiben@boehringer-ingelheim.com