implementing veeva align – technical overview · perform data loads. remove any duplicate...

Implementing Veeva Align –Technical Overview

Ben LawsonPractice Manager Network & Align Services, Europe

veeva.com/eu#VECMS© Copyright 2017 Veeva Systems Inc., all rights reserved

Agenda3 What does a typical project plan look like?

How can Veeva Align be deployed?2

How is Veeva Align implemented?1

Summary and Key Takeaways4

© Copyright 2017 Veeva Systems Inc., all rights reserved veeva.com/eu |#VECMS

How is Veeva Align Implemented?


Veeva has developed a proven process for migrating to Align

1

Technical Kick Off

AlignTechnical

SetupBusiness Kick Off

2 3 4

RuleDefinition

& Validation

5

Production Deployment

6

Post Go LiveClean Up


Technical Kick Off

A technical workshop to agree on the details of the new architecture

Align Technical Overview

Establish success criteria (KPI’s)

CRM Architecture impact review

As Is Account visibility in CRM

Security & Governance

CRM Integration & Data Migration

Define cutover approach

Functional user profile definition

Data visibility & governance

Integration to additional systems

IT Veeva

+


In the Sandbox, the integration between Align and CRM is set up

Align& CRMsetup

Products & Metrics

Customer Data

Users

Explicit Assignments

Address & relations Account

Product Product Metrics

Roster Member

AccountTerritory

Seamless CRM integration

Account Address & relations

Product Product Metrics

User

AccountShare

Veeva


Data is extracted from CRM and loaded into Align via CSV

User to territory map

Current Territory Structure

Brick / Zip Rules

Assignments

Territory

Member Territory

Geography Territory

AccountTerritory

Manual Extract & Load

Territory

User Territory

B2T / Z2T

AccountShare

Product to Territory mapTerritory Product MySetup

Initial Data Loads

Veeva


Additional supporting data can be created in a template and loaded via csv

Groups of bricks / zips

CSV Load

Groups of territory

Assignment Rules

Account Exclusion

Footprint

Field Force

AccountRules

Account Exclusion

Footprint

Field Force

Assignment Rules

Additional Data Loads

Veeva


BusinessKick Off

Functional training workshop for Align business users

Final requirements gathering for data mapping

Align Overview

Pre-Configured Sandbox used

Rules & Modelling Deep Dive

How to set up assignment rules

Requirements and gap analysis

Overview of basic Align features

How to review the impact of rules on alignments

Confirm user setup and data visibility

Identify additional CRM fields to map

Establish baseline knowledge for next phases

How to publish model and deal with rep feedback

Business Veeva

+


BusinessUserTraining

Set up model for new alignment

Configure rules

Publish model for rep feedback

Set feedback deadline

Adjust model based on feedback

Run rules Push to reps

Refine rules

Leverage direct assignments and exclusions

Review results and adjust if needed

Reps submit feedback

Modelling, Feedback & Refinement

Review results and adjust if needed

Assignment Rules Created in the sandbox

Assignments tuned leveraging the Align UI and Rules EngineBusiness Veeva

+


Clean up

End date any legacy duplicate alignments

Review & approve final alignments

Business

Old CRM Assignments

Rule Based Assignments

Duplicate Assignments

Rule Based Assignments

Explicit assignments to be investigated

Veeva


System Validation

Plan UAT / System Validation

Execute UAT / System Validation

Write test scripts

Arrange testers and plan logistics

Business IT Veeva

++

IT sign off

Business sign off


Deploy toProduction

Integrate Align Prod with CRM Clean Up Publish to CRM

Set up seamless integration

Perform data loads

Remove any duplicate pre-existing alignments

Clean up legacy alignments in CRM

Migrate alignment rules from SBX

Push new alignments from Align to CRM

Migrate from Align/CRM sandbox to Production

IT Veeva

+


Post Go-LiveClean Up

Set up model for new alignment

End date all explicit legacy alignments

Adjust model based on feedback

Refine rules

Publish to Production

Set feedback deadline

Leverage direct assignments and exclusions

Push to reps Review results and adjust

Business

Clean up remaining explicit assignments

Leverage modelling and feedback

What does an Align project plan look like?


European Align Pilot Implementation: Example Timeline

Week 5Week 4Week 3Week 2Week 1 Week 6 Week 7 Week 8

Alignment Sign-off Go-Live

Technical Kick-off

Technical SetupIntegration with CRMInitial data loads

Business Kickoff& Align Administrator Training

Assignment Rules DefinitionAlign-CRM data mapping finalizationComparison with assignments loaded from CRMRemoval of duplicate pre-existing assignments

Final ValidationAssignments final checksVeeva CRM End-to-end testing

Production CutoverAlign Admin training

• Scenario:• Customer already using Veeva CRM

• Up to 3 countries in scope

• Integration of Align with other systems out of scope


How is Veeva Align Deployed?


3. Deploy Align to additional Countries

in waves

2 Deploy Align pattern to pilot Countries

1 Build core Align configuration pattern

Single Align Pattern covers all countries

Mapped to CRM data model

Adjust rules for additional countries

Cost Effective

Non-interruptive cutover

Gather & Apply User Feedback


Does it matter when in the sales cycle Align is deployed?

Timed to coincide with a new cycle with new assignments & targets 1Align can be deployed at any

point in the Sales Cycle

Mid-cycle deployment leveraging CRM import 2

Key Takeaways


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


Thank You

implementing veeva align – technical overview · perform data loads. remove any duplicate...

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