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2019 Huron Research Software User Group Meeting Agenda April 29 – May 2

Monday April 29, 2019

11:00 AM

BADGE PICKUP

and REGISTRATION

11:00 – 4:00 PM

12:00 PM LUNCH 12:00 – 1:00 PM

1:00 PM

Rsch 1 - Huron 101 1:00 – 3:00 PM

Tech 1 – Meet the Technical Experts

1:00 – 4:00 PM

2:00 PM

3:00 PM

4:00 PM RECEPTION

4:00 – 5:30 PM

5:00 PM

DINNER ON YOUR OWN

6:00 PM

Tuesday April 30, 2019

7:00 AM

BADGE PICKUP, REGISTRATION

7:00 – 9:00 AM

BREAKFAST 7:00 – 8:00 AM

8:00 AM All 1 - HURON WELCOME, BUSINESS UPDATE, NEWS 8:00 – 8:15 AM CMH Welcome 8:15 – 8:45 AM

All 2 - WELCOME & KEY NOTE

8:45 – 9:30 AM 9:00 AM

All 3 - Solution Updates

9:30 – 10:45 AM 10:00 AM

BREAK 10:45 – 11:00 AM


11:00 AM Rsch 2 – Huron Portal Roadmap Update

11:00 – 12:00 PM ECC 1 - Roadmap 11:00 – 12:00 PM

Efacs 1- Roadmap 11:00 – 12:00 PM

12:00 PM LUNCH

12:00 – 1:00 PM

1:00 PM Rsch 3 - The Agile Research Organization- Where

Strategy Meets Opportunity

1:00 – 2:00 PM

Rsch 4 - The Secret Sauce to Making Everybody

Happy 1:00 – 2:00 PM

Tech 2 – Settings & Extensions: Now and Next 1:00 – 2:00 PM

ECC 2 - New Functionality

Demonstration 1:00 – 3:00 PM

Efacs 2 - Costing Q&A Panel

1:00 – 2:00PM

2:00 PM

Rsch 5 - Future of Research Survey; Year 2 Results

2:00 – 3:00 PM

Rsch 6 - Subrecipient Monitoring

2:00 – 3:00 PM

Tech 3 - Upgrading to

Portal 9 2:00 – 2:30 PM

Tech 4 - Managing

Integration - How to Manage Your CPIP Integration

Environments 2:30 – 3:00 PM

3:00 PM BREAK 3:00 – 3:30 PM

Rsch 7 - Aligning for change and understanding

impact 3:30 – 5:00 PM

Rsch 8 - Introduction to Costing

3:30 – 5:00 PM

Tech 5 – Extensible Help in

Portal 9 3:30 – 4:00 PM

ECC 3 - Cohort for Efficiencies in

Research Administration

Update 3:30 - 4:00 PM

4:00 PM Tech 6 -

Extending an Entity Studio-

based Solution 4:00 – 5:00 PM

ECC 4 - Audits in an Alternative

Approach World 4:00 – 5:00 PM

5:00 PM NETWORKING RECEPTION 5:00 – 6:00 PM

6:00 PM DINNER ON YOUR OWN


Wednesday May 1, 2019

7:00 AM BREAKFAST

7:00 –8:00 AM

8:00 AM All 3 - Using Technology to Reduce Regulatory Burden

8:00 – 9:00 AM

9:00 AM

Rsch 9 - SF424 Working Group

9:00 – 10:00 AM

Rsch 10 - Conducting IACUC semi-annual evaluations

9:00 – 10:00 AM

Tech 7 – Importance of

Avoiding Customizations 9:00 – 9:30 AM

ECC 5 - Payroll Adjustment

Reconciliation Enhancements

9:00 – 10:00 AM

Efacs 3 - Service Center

Overview 9:00 – 10:00

AM

Tech 8 - A Wealth of Technical Resources

9:30 – 10:00 AM

10:00 AM

BREAK 10:00 – 10:30 AM

Rsch 11 - Grants Working Group

10:30 – 12:00 PM

Rsch 12 – IACUC Working Group

10:30 – 12:00 PM

Tech 9 - Portal Customizable System Events

10:30 – 11:00 AM

ECC 6 - Support Discussion

10:30 – 11:00 AM

Efacs 4 - F&A Negotiations – What to Expect 10:30 – 12:00

PM

11:00

AM Tech 10 - Reviewer

Experience in Portal 9

11:00 – 12:00 PM

ECC 7 - Open Forum

11:00 AM – 12:00 PM

12:00 PM LUNCH 12:00 – 1:00 PM

1:00 PM

Rsch 13 – IRB Working Group

1:00 – 2:30 PM

Rsch 14 - Managing Export Control Responsibilities

1:00 – 2:30 PM

Tech 11 - Automated Unit,

Smoke, and Regression Tests 1:00 – 2:00 PM

2:00 PM Tech 12 - Basics of Integration (what

comes with Solutions)

2:00 – 3:00 PM

Rsch 15 - Research

performance metrics and

Research 360 2:30 – 3:45 PM

Rsch 16 – Agreements

Working Group 2:30 – 3:45 PM

Rsch 17 - IRB Exchange

Working Group 2:30 – 3:45 PM

3:00 PM Tech 13 - Standard

HR Integration 3:00 – 3:30 PM


BREAK

3:45 – 4:00 PM

4:00 PM Rsch 18 – The Future of

Research IT 4:00 – 5:00 PM

Rsch 19 - Scientific Review Committee POV 4:00 – 5:00 PM

Rsch 20 – Safety Working Group 4:00 – 5:00 PM

DEMO STATION SETUP

5:00 PM

All 4 - PRODUCT AND SOLUTION DEMONSTRATIONS 5:00 – 7:00 PM

6:00 PM

7:00 PM DINNER ON YOUR OWN

Thursday May 2, 2019

7:00 AM BREAKFAST

7:00 –8:00 AM

8:00 AM

All 5 - LIGHTNING TOPICS 8:00 – 9:00 AM

9:00 AM

Rsch 21 - COI Working Group

9:00 – 10:00 AM

Rsch 22 - Persona-Based Dashboard Working Group

Session 9:00 – 10:00 AM

Tech 14 - Moving from Metal to Virtual

9:00 – 9:30 AM

Tech 15 - UF Quality of Life

Customizations: PDF Mapping, Workspace

Stoplights, and Inbound/Outbound

Emails 9:30 – 10:00 AM

10:00 AM BREAK

10:00 – 10:30 AM

Rsch 23 – Cross-Suite Consistency Working

Group 10:30 – 11:30 AM

Tech 16 - HRS Data Model Overview and Reporting from HRS

Grants 10:30 – 11:30 AM

11:00 AM

All 6 – FEEDBACK TO HURON & CLOSING REMARKS 11:30 – 12:00 PM

12:00 PM

Monday April 29, 2019


Rsch 1 - HURON 101: AN INTRODUCTION TO THE HURON COMMUNITY FOR NEW ATTENDEES

1:00 - 3:00 PM (Chouteau)

Research Track

Pre-session primarily targeted at new customers to provide a history and overview of Huron’s products and services, and how best to leverage the participants’ time at the conference. The session will include a brief introduction to each solution and provide context for the rest of the conference. In addition, we will identify the different customer profiles: RX-based, solution-based, or a mix; SaaS, On-prem, or hosted; on upgrade path or custom. This will enable the attendees to find the appropriate people to talk to. The session will include what contributes to a successful implementation and the importance of the onboarding and discovery phases. We will also include information on how best to leverage all the HRS community resources.

Gary Whitney, Huron Consulting Group Matthew Staman, Huron Consulting Group Denise Metke, Huron Consulting Group Steven Abbott, Huron Consulting Group

Tech 1 – MEET THE TECHNICAL EXPERTS

1:00 – 4:00 PM (Various)

Technical Track

An opportunity to meet with our Technical Experts. The session is an open-ended Q&A session on technical topics.

DJ Breslin, Huron Consulting Group Tom Olsen, Huron Consulting Group (and several of our senior technical staff)

Tuesday April 30, 2019

ALL ATTENDEES:

All 1 - HURON WELCOME, BUSINESS UPDATE, NEWS, CMH Welcome

8:00 – 8:45 AM (San Francisco & New York)

Our hosts will kick of the program with an opening address.

Nick Stier, Huron Consulting Group Mark Hoffman, PhD, Children’s Mercy Hospital

All 2 - KEY NOTE SPEAKER: The E Factor


“Vision without execution is hallucination.” This quote, attributed to Thomas Edison, perfectly describes the imperative for each of us in our roles today. You can develop an airtight strategy for your future organization, but until the people charged with bringing that vision to life are fully engaged in its pursuit, it’s simply an aspiration. This session shares the latest evidence and practical experience to overcome the common barriers of lack of resources and the tyranny of the urgent so that your future plans come to life and achieve results.

Craig Deao, Huron Consulting Group


All 3 – SOLUTION UPDATES


In this session, we will update you on roadmap plans for our Huron Research Suite solutions including Grants, SF424, Agreements, IRB, COI, Animal Ops, IACUC, Safety, ECC and Efacs solutions.

Melanie Stapelman, Huron Consulting Group Eric Dobbs, Huron Consulting Group Steven Abbott, Huron Consulting Group Mike Mavros, Huron Consulting Group Nick Gallegos, Huron Consulting Group Kevin Korinek, Huron Consulting Group

RESEARCH:

Rsch 2 – HURON PORTAL ROADMAP

11:00 – 12:00 PM (San Francisco & New York)

Research Path

Huron Portal is the platform underlying most of our Solutions. Learn about recent advancements and our future plans.

DJ Breslin, Huron Consulting Group Preetha John, Huron Consulting Group Shyam Raghavan, Huron Consulting Group

Rsch 3 – THE AGILE RESEARCH ORGANIZATION – WHERE STRATEGY MEETS OPPORTUNITY


Research Path

A discussion of Dartmouth Hitchcock's Research Office Transformation- how they are building new elements and expanding elements of research operations support.

Leigh Burgess, Dartmouth Hitchcock

Rsch 4 – THE SECRET SAUCE TO MAKING EVERYBODY HAPPY

1:00 – 2:00 PM (Chicago A)

Research Path

How ASU maintains their research administration vision across their individual business units.

Akhila Balaraman, ASU

Rsch 5 – FUTURE OF RESEARCH SURVEY: YEAR 2 RESULTS



Research Path

Results from the 2nd annual “Future of Research” survey will be shared during the session. A panel of industry experts will discuss major trends in research and information technology and describe the potential impact on research administration. This will be a highly interactive session with audience participation.

Sean Dudley, Arizona State University Wesley Harrott, MD Anderson Cancer Center Gary Whitney, Huron Consulting Group

Rsch 6 – SUBRECIPIENT MONITORING: LESSONS LEARNED FROM RECENT AUDITS

2:00 – 3:00 PM (Chicago A)

Research Path

Discussion of lessons learned from recent federal OIG and other audits focused on the subrecipient monitoring regulations outlined and highlighted within the Uniform Guidance.

Marisa Zuskar, Huron Consulting Group Melanie Stapelman, Huron Consulting Group

Rsch 7 – ALIGNING FOR CHANGE AND UNDERSTANDING IMPACT


Research Path

Panelist from institutions implementing a SaaS solution or considering the transition. Topics discussed will included importance of leadership involvement, understanding the impacts and ROI of system changes, and how IT’s role of support shifts.

Lee Andrews II, MD Anderson Gina Brown, CMH Chad Macuszonok, UCF Kerry Peluso, FSU Jamie Maiden, UTSW Doug Bauman, Huron Consulting Group David Tubis, Huron Consulting Group

Rsch 8 – INTRODUCTION TO COSTING

3:30 – 5:00 PM (Chicago A)

Research Path

An overview of F&A, including how the costs of service support services like COI and IRB, are treated in the F&A calculation.

Kevin Korinek, Huron Consulting Group Eric Wang, Huron Consulting Group


ECC:

ECC 1 - ROADMAP

11:00 AM – 12:00 PM (Van Horn BC)

ECC Path

Kickoff the ECC User Group sessions with a review of key updates from 2018 and a preview of the year ahead.

Nick Gallegos, Huron Consulting Group

ECC 2 - New Functionality Demonstration

1:00 PM – 3:00 PM (Van Horn BC)

ECC Path

Explore the newest features in the ECC application and the impetus for the additions, including pre-review workflow for effort statements, mission-based effort allocation, clinical time study, and special time tracking requirements for specific sponsors/activities, among others.

Kathy Kramer, Huron Consulting Group Bala Srinivasan, Huron Consulting Group

ECC 3 - Cohort for Efficiencies in Research Administration Update

3:30 PM to 4:00 PM (Van Horn BC)

ECC Path

Updates on the recent work in alternative approaches to effort reporting by the Cohort.

Zach Belton, Huron Consulting Group Marty Bergerson, Huron Consulting Group

ECC 4 - Audits in an Alternative Approach World

4:00 PM to 5:00 PM (Van Horn BC)

ECC Path

Learn about preparing for an audit using an alternative approach to effort reporting as well as recent results of audits of alternative approaches using ECC.

Marty Bergerson, Huron Consulting Group TBD


Efacs:

Efacs 1 - Roadmap

11:00 AM – 12:00 PM (Chicago C)

Efacs Path

Kickoff the efacs User Group sessions with an overview of key updates from 2018 and a discussion on planned development enhancements for the upcoming year.

Kevin Korinek, Huron Consulting Group

Efacs 2 - Costing Q&A Panel

1:00 PM – 2:00 PM (Chicago C)

Efacs Path

Bring your question Costing questions to our panel of experts!

Jim Carter, Huron Consulting Group Carrie Hurney, Huron Consulting Group Kevin Korinek, Huron Consulting Group Eric Wang, Huron Consulting Group

Note: Please consider attending Rsch 8 - Introduction to Costing 3:30 – 5:00 PM (Chicago A)

Technical:

Tech 2 – Settings & Extensions: Now and Next

1:00 – 2:00 PM (Chouteau)

Technical Track

For SaaS and Solutions clients, a rich set of settings and extensions allows for adjustment of Huron’s products to match an individual client’s unique needs. Learn about Huron's overall Settings & Extensions strategy, what new capabilities are coming in Portal 9, and what’s on the roadmap for the future, including email notification settings & extensions.

Tom Olsen, Huron Consulting Group Preetha John, Huron Consulting Group Jon Hankins, Huron Consulting Group Joe Capell, Huron Consulting Group DJ Breslin, Huron Consulting Group

Tech 3 – Upgrading to Portal 9


Technical Track

Learn about the technical requirements and procedures involved in upgrading to Portal 9.

Preetha John, Huron Consulting Group Shyam Raghavan, Huron Consulting Group


Tech 4 – Managing Integration - How to Manage Your CPIP Integration Environments


Technical Track

<Summary Description Pending>

Rob Neild, Huron Consulting Group Shyam Raghavan, Huron Consulting Group

Tech 5 – Extensible Help in Portal 9


Technical Track

Learn about the new Extensible Help feature that’s being introduced in Portal 9. Whether you’re a SaaS client, a Solutions client, or you have a custom Huron site, you can use these features to embed help right where users need it. With its extensible architecture, you can use the help that Huron provides or you can add your own.

Dena Carlile, Huron Consulting Group

Tech 6 - Extending an Entity Studio-based Solution


Technical Track

Learn about Huron’s strategy to allow clients to extend and adjust Solutions as more of their code and definition moves into compiled assemblies over time.

Brad Gennings, Huron Consulting Group

Wednesday May 1, 2019

ALL ATTENDEES:

All 3 – USING TECHNOLOGY TO REDUCE REGULATORY BURDEN


All Attendees

A panel session of how clients have utilized technology to help implement process changes to further streamline business processes.

Emily Clark, University of Washington Emily Haglund, Michigan State University Wesley Harrott, MD Anderson Cancer Center Frank Conte, Huron Consulting Group Lynda Wolter, Huron Consulting Group


All 4 – PRODUCT AND SOLUTION DEMONSTRATIONS

5:00 – 7:00 PM (Atlanta)

All Attendees

Demo stations will be setup for attendees to view various product and solution functionalities.

PLEASE SEE APPENDIX FOR DETAILS ON ALL DEMO STATIONS

RESEARCH:

Rsch 9 – SF424 WORKING GROUP SESSION


Research Path

A review of significant changes since the last user group meeting and an open forum of SF424 items of interest.

Nancy Anderson, Huron Consulting Group

Rsch 10– CONDUCTING IACUC SEMIANNUAL PROGRAM REVIEWS

9:00 – 10:15 AM (Chicago A)

Research Path

Is your semiannual program review effective and meaningful? Are your IACUC members engaged in the process? Does it give them a sense of how the program functions? Or are you “just checking the box” and going through the motions to satisfy the regulations? The University of Michigan will share their experiences on how to perform an effective, cross-functional, and engaging program review.

Camille Cooper, University of Michigan Bill Greer, University of Michigan Dawn O’Connor, University of Michigan

Rsch 11 – GRANTS WORKING GROUP SESSION

10:30 AM – 12:00 PM (San Francisco & New York)

Research Path

An open forum for participants to discuss topics related to managing grants and awards, operational practices, optimizing use of the Huron Research Suite Grants solution or other relevant topics.

Lisa Stroud, UF Shannon Lysen, Fred Hutch Kirsten Holloway CCHMC Melanie Stapelman, Huron Consulting Group Mike Mavros, Huron Consulting Group


Rsch 12 – IACUC WORKING GROUP SESSION

10:30 AM – 12:00 PM (Chicago A)

Research Path

A panel of industry experts will discuss topics related to animal research programs, regulations, operational practices, and optimizing use of Huron's Institutional Animal Care and Use Committee (IACUC) solution and custom solutions, such as those based on the Huron IACUC starter site (RX).

Steven Abbott, Huron Consulting Group April Ripka, Pennsylvania State University Emily Clark, University of Washington Sally Light, Michigan State University David Martin, Emory University

Rsch 13 – IRB WORKING GROUP SESSION


Research Path

This session will discuss current topics in IRB management and how they impact the Huron Research Suite IRB solution.

Paul Thompson, NYU Langone Medical Center Elise Waldron, University of Kansas Eric Dobbs, Huron Consulting Group Frank Conte, Huron Consulting Group

Rsch 14 – MANAGING EXPORT CONTROL RESPONSIBILITIES

1:00 – 2:30 PM (Chicago A)

Research Path

This session will discuss issues, practices and challenges associated with the management of export control. The discussion will include a small panel of representatives who will share examples of the processes, practices and systems related to the management of export control responsibilities at their institutions.

Stephanie Gray, University of Florida Cathy Handyside, University of Michigan John Sites, Huron Consulting Group Tony Haber, Huron Consulting Group

Rsch 15 - RESEARCH PERFORMANCE METRICS


Research Path

We will discuss the various types of metrics to measure 'research', including research productivity, operations and compliance, and why each of these types of metrics matter. Our review will also include examples of each different type of metric and how institutions can 'get started' in collecting data to measure their performance in these areas. The session will also discuss Huron's Research 360 tool and how consolidated metrics presented via a user-friendly portal can enable action.

Marisa Zuskar, Huron Consulting Group Tony Haber, Huron Consulting Group


Rsch 16 – AGREEMENTS WORKING GROUP SESSION

2:30 – 3:45 PM (Chicago A)

Research Path

This session will focus on current topics related to managing agreements and associated impact to the Huron Agreements solution.

Mike Mavros, Huron Consulting Group Melanie Stapelman, Huron Consulting Group

Rsch 17 – IRB EXCHANGE WORKING GROUP SESSION

2:30 – 3:45 PM (Chicago B)

Research Path

The session will provide a forum for clients to learn more about IRB Exchange 2.0, discuss integrating their solutions with the IRB Exchange, and provide feedback related to future requirements to continue to expand IRB Exchange functionality.

Eric Dobbs, Huron Consulting Group Tom Olsen, Huron Consulting Group

Rsch 18 – THE FUTURE OF RESEARCH IT


Research Path

During this session, a panel of research technology experts will talk about how the role of Research IT has changed over the years to keep up with changing technology trends and institutional direction, and where it is headed in the future. In addition, the panel will discuss how best to coordinate and collaborate with Central IT organizations to ensure project success.

Gary Whitney, Huron Consulting Group Sean Dudley, Arizona State University Cathy Handyside, University of Michigan Adnan Rangwala, NYU School of Medicine

Rsch 19 – SCIENTIFIC REVIEW COMMITTEE POV

4:00 – 5:00 PM (Chicago A)

Research Path

This session will discuss the scientific review process that many institutions must employ in their tracking of the study activation process; this is most important for those institutions that have an NCI-designated cancer center with formal requirements for a Protocol Review and Monitoring System (PRMS). This discussion will include a presentation on best practices for an efficient and effective PRMS given by a subject matter expert as well as a discussion on the initial requirements that the Huron team has started to put together for a formal SRC solution.

Anita Harrison, Huron Consulting Group Eric Dobbs, Huron Consulting Group


Rsch 20 – SAFETY WORKING GROUP SESSION

4:00 – 5:00 PM (Chicago B)

Research Path

An open forum for participants to discuss topics related to Safety committees such as Intuitional Biosafety Committee, Radiation Safety Committee, Chemical Safety Committee, and Stem Cell Research Oversight Committee.

Christopher Colvin, Michigan State Jennifer Perkins, UCLA Erick Rogers, Huron Consulting Group

ECC:

ECC 5 - Payroll Adjustment Reconciliation Enhancements

9:00 AM - 10:00 AM (Van Horn BC)

ECC Path

Discuss the recent updates made to the Payroll Adjustment process in ECC.

Kathy Kramer, Huron Consulting Group TBD

ECC 6 – Support Discussion

10:30 AM to 11:00 AM (Van Horn BC)

ECC Path

Hear about the most frequently requested support and steps that can be taken to mitigate some of the issues.

Kirankumar Goni, Huron Consulting Group Nick Gallegos, Huron Consulting Group

ECC 7 - Open Forum

11:00 AM to 12:00 PM (Van Horn BC)

ECC Path

An open forum for participants to discuss various topics related to effort reporting and ECC.

Efacs:

Efacs 3 - Service Center Overview

Wednesday – 9:00 AM – 10:00 AM (Chicago C)

Efacs Path

An overview of Service Centers, including best practices, potential compliance issues and trends within the industry.

Carrie Hurney, Huron Consulting Group


Efacs 4 - F&A Negotiations – What to Expect

Wednesday – 10:30 AM – 12:00 PM (Chicago C)

How do F&A negotiations work? What does a typical data request look like? What is the process and timeline? We’ll answer all these questions and help prepare you for the negotiation of your institution's new F&A rate!

Eric Wang, Huron Consulting Group

Technical:

Tech 7 – Importance of Avoiding Customizations


Technical Track

<Summary Description Pending>

April Ripka, Penn State

Tech 8 - A Wealth of Technical Resources

9:30 – 10:00 AM

Huron solution and SaaS clients

How to use the solution deployment resources Huron provides more effectively. The focus will be on raising your awareness of the available information resources and how to use them to your best advantage. This will be an interactive presentation where your input is solicited about which resources are the most useful and least useful, how you use them, and what you want more of.

Mabel Lee, Huron Consulting Group

Tech 9 - Portal Customizable System Events

10:30 – 11:00 AM (Chouteau)

Technical Track

Though introduced long ago in Portal 6.1 (2014), we'd like to highlight Customizable System Events and share some of the use-cases we’ve encountered since then. Customizable System Events provide script hook points into various standard Portal behaviors that clients have found useful over the years.

Jon Hankins, Huron Consulting Group DJ Breslin, Huron Consulting Group


Tech 10 - Reviewer Experience in Portal 9

11:00 – 12:00 PM (Chouteau)

Technical Track

Join us as we review in more technical detail the new Reviewer Experience in Portal 9. We’ll review the user interface changes to the SmartForm, Reviewer Notes, View Differences, and Print Packets that will come naturally via standard Solutions / SaaS. For clients with custom solutions, we’ll cover some of the technical details of taking full advantage of the new Reviewer Experience.

Preetha John, Huron Consulting Group Joe Capell, Huron Consulting Group Jon Hankins, Huron Consulting Group

Tech 11 - Automated Unit, Smoke, and Regression Tests


Technical Track

Testing plays a vital role in the affirmation of software quality and reliability. This presentation focuses on some of the many ways to use automated testing to help ensure reliability, quality, and confidence in relation to software releases, deployment, and maintenance. We will cover technical details on test driven development, automated unit and integration testing, and methodologies used for regression and deployment testing.

Ashwin Kulkarni, Huron Consulting Group Jeremy Saylor, Huron Consulting Group Steven Allen, Huron Consulting Group

Tech 12 - Basics of Integration (what comes with Solutions)


Technical Track

Join us as we review what integration capabilities are delivered by our standard Solutions in concert with Portal. Learn the basics of the technology and how to extend what Huron delivers.

Brad Gennings, Huron Consulting Group Shyam Raghavan, Huron Consulting Group Vikas Apte, Huron Consulting Group

Tech 13 - Standard HR Integration


Technical Track

Today’s discussion will be a review of standard integrations for HR related data, People and Organizations. We will review the use of staging tables, needs to clients to populate them and the overall process. If time permits, we will look at the technical items needed to accomplish these integrations.

Kevin Carrigan, Huron Consulting Group


Thursday May 2, 2019

ALL ATTENDEES:

All 5 – LIGHTNING TOPICS


All Attendees

A. TAGS AND ANCILLARY REVIEWS- Overview of Tags and Ancillary reviews functionality and how these delivered features can be leveraged to meet institution specific requirements.

B. WORKSPACE ADMINISTRATIVE NOTE- We have developed an Administrative Note feature, which allows us to provide a message to end users, displayed at the top of the workspace throughout the study. Our IRB Staff and Members have found this incredibly helpful.

C. A BETTER -1 ERROR MESSAGE- Creating a more user-friendly page instead of "-1 server error." D. THE IRB EXEMPT WIZARD- The IRB Exempt Wizard is an online tool that will allow investigators to determine if their

IRB protocol is exempt from full IRB review. We will discuss how it works, how it is evaluated, and how you can get involved.

E. PROPOSAL EDITING FOR RESEARCHERS- An update on the success of ASU's proposal editing service for researchers that has been live for two years, with several awarded grants.

Christine Silver, University of Central Florida Doug Bauman, Huron Consulting Group Jennifer Pennington, Univ. of Kansas Medical Center DJ Breslin, Huron Consulting Group Drew Brown, Arizona State University

All 6 - FEEDBACK TO HURON & CLOSING REMARKS

11:30 AM – 12:00 PM (San Francisco & New York)

All Attendees

An open forum to provide feedback to Huron. We would like to thank you very much for your attendance and participation at the 2019 Huron User Group Meeting. Thank you to all the speakers, client committee and our host institution, CMH, for all your contributions to a very successful conference. Help us continue to improve these meetings by completing and submitting an evaluation. Within a week, you will receive a link to an electronic evaluation form, which will only take a few minutes to complete. We greatly value your input and look forward to seeing you next year. Presentations from the conference will be available on the conference website.

Nick Stier, Huron Consulting Group

RESEARCH:

Rsch 21 – COI WORKING GROUP SESSION


Research Path

This session will discuss current topics in COI management and how they impact the Huron Research Suite COI solution.

Eric Dobbs, Huron Consulting Group Nicole Jacobs, Huron Consulting Group David Propen, Huron Consulting Group


Rsch 22 – PERSONA-BASED DASHBOARDS WORKING GROUP SESSION

9:00 – 10:00 AM (Chicago A)

Research Path

This session is an open forum to review and gather feedback on persona-based Dashboard prototypes for PIs and Central Staff.

Mike Mavros, Huron Consulting Group

Rsch 23 – CROSS-SUITE CONSISTENCY WORKING GROUP


Research Path

An open forum to review and gather feedback on a new initiative to ensure consistency across the Huron Research Suite. Focus will be on Tracking Personnel Training and Ancillary Reviews.

Eric Dobbs, Huron Consulting Group Steven Abbott, Huron Consulting Group Erick Rogers, Huron Consulting Group Mike Mavros, Huron Consulting Group

Technical:

Tech 14 - Moving from Metal to Virtual

9:00 – 9:30 AM (Chouteau)

Technical Track

Hear about University of Utah’s journey from physical servers to virtual servers, as well as tales from Huron on how they handle virtualization as part of their Hosting/SaaS service.

Bob Larsen, University of Utah DJ Breslin, Huron Consulting Group

Tech 15 - UF Quality of Life Customizations: PDF Mapping, Workspace Stoplights, and Inbound/Outbound Emails

9:30 – 10:00 AM (Chouteau)

Technical Track

An overview of some of the most popular customizations the University of Florida added to their Click Grants store: • Using DocumentUtils to map data onto PDF templates (using the popular FDP Cost Reimbursable Subaward PDF

Template as an example)

• Creating visual “stoplights” on our project workspaces to show what items are still pending completion

• Sending emails to third parties from within the Click store (Outbound Emails)

• Forwarding important emails to a project for historical purposes (Inbound Emails)

Will Irwin, University of Florida


Tech 16 - HRS Data Model Overview and Reporting from HRS Grants

10:30 – 11:30 AM (Chouteau)

Technical Track

A brief review of the Huron Solution database model and a deep dive into reporting from Grants.

Tyler Poole, Huron Consulting Group


APPENDIX: PRODUCT AND SOLUTION DEMONSTRATIONS

Wednesday, May 1, 5:00 – 7:00 PM (Atlanta)

Station 1: User Education

Huron Consulting Group

To help learn about new features, Huron is now providing Transitioning Courses for each release of a solution. Come see how these courses will help you prepare to upgrade and go-live with each new version. Learn about how to get an account for the Huron Learning Lab and use this resource to stay informed about each new release.

Dena Carlile, Software Director, Huron Consulting Group, [email protected]

Station 2: Animal Operations, IACUC, and Safety 9.0


Come and see a demonstration of Huron Animal Operations 9.0, IACUC 9.0, and Safety 9.0. We will highlight the 9.0 features and focus on functional integration between these related solutions. For example, upon approving a protocol in IACUC, an equivalent protocol record is created in Animal Operations. And, IACUC and Safety enable you to establish a two-way relationship between their respective protocols.

Steven Abbott, Product Manager, Huron Consulting Group, [email protected] Brad Gennings, Application Development Manager, Huron Consulting Group, [email protected] Tod Engel, Director, Huron Consulting Group, [email protected] Erick Rogers, Senior Consultant, Huron Consulting Group, [email protected]

Station 3: RADIUS Benchmarking Survey: Tableau Portal Demonstration


Huron’s RADIUS Benchmarking Survey allows you to set your own institutional expectations and targets for operational metrics spanning the administration of the award lifecycle. The demonstration will showcase RADIUS’s Tableau-based reporting platform for a broad range of benchmarks that give insight into the performance of your institution’s research administration enterprise to peers and aspirational peers.

Marisa Zuskar, Higher Ed Consulting Senior Director, Huron Consulting Group, [email protected]

Station 4: IRB 9.0


Eric Dobbs will provide a demonstration of Huron IRB 9.0. This demonstration will walk through the improved user experience as well as a few functional changes: a new notification for studies that no longer require continuing review; and updates to the Common Rule functionality to allow a “hybrid” approach for studies that are under the 2018 Requirements and also have FDA or DOJ selected for regulatory oversight.

Eric Dobbs, Product Management Director, Huron Consulting Group, [email protected]

Station 5: IRB Exchange


Tom Olsen will provide a demonstration of Huron IRB Exchange 2.0. This demonstration will highlight new functionality delivered in 2.0: a user-interface connecting participating sites to a Single IRB of Record, facilitating the entire review process for a multi-site study. This demo will focus on the efficiencies that can be achieved by both the participating site and Single IRB of Record when utilizing the Huron IRB Exchange.

Tom Olsen, Senior Director of Applications, Huron Consulting Group, [email protected]

mailto:[email protected]









Station 6: Grants 9.0


Melanie Stapelman and Anne Beaulne will provide a demonstration of Huron Grants 9.0. This demonstration will walk through the improved user experience such as improved SmartForm, view differences, printer version, reviewer notes, and review tracking.

Melanie Stapelman, Director, Product Management, Huron Consulting Group, [email protected] Anne Beaulne, Software Engineering Team Lead, Huron Consulting Group, [email protected]

Station 7: COI 9.0 and CMS Open Payments Integration


Kevin Wong will provide a demonstration of Huron COI 9.0 highlighting the new and improved user experience. And, he will demonstrate COI integration with the Centers for Medicare and Medicaid Services (CMS) Open Payments.

Kevin Wong, Manager, Huron Consulting Group, [email protected]

Station 8: Agreements 9.0


Mike Mavros will provide a demonstration of Huron Agreements 9.0. This demonstration will walk through the improved user experience such as improved SmartForm, view differences, and printer version.

Mike Mavros, Product Manager, Huron Consulting Group, [email protected]

Station 9: Researcher 360


Improve your PI dashboard capabilities by combining data from both Huron Research Software and your post-award financials system. Tony Haber will demonstrate a proof-of-concept dashboard that combines reporting, third-party analytics and “what if” scenario modeling inside of your Huron Research Suite.

Tony Haber, Managing Director, Huron Consulting Group, [email protected]

Station 10: Portal


The Portal team will demonstrate Portal 9. Feel free to ask questions and give feedback on what you heard about Portal 10!

Preetha John, Manager, Huron Consulting Group, [email protected] DJ Breslin, Senior Director, Huron Consulting Group, [email protected]

Station 11: ASU’s Mobile Application

Arizona State University

Stop by to see ASU’s installable mobile application prototype to decide if it would be a fit for your institution. This mobile application will become public and fully rebrand-able after its roll-out this summer.

Sean Dudley, Executive Director of Research Technology, Arizona State University









Station 12: UCLA SafetyNet

UCLA

UCLA will demo their Medical Radiation Safety Committee (MRSC)/Radioactive Drug Research Committee (RDRC) implementation, which was added to UCLA SafetyNet in October 2018. IBC has been live in SafetyNet for 3.5 years. UCLA SafetyNet is a Huron Safety implementation. Each system has different integration points with other campus systems and has been customized to meet specific needs of the UCLA faculty committees that oversee related research.

Jennifer Perkins, Director, Research Safety & Animal Welfare Administration, UCLA, [email protected] Mike Yuan, Project Manager, UCLA, [email protected]

Station 13: CMH Agreements

The Children’s Mercy Hospital

Gina Brown will provide a demonstration of Children’s Mercy Hospital’s (CMH) upcoming implementation of Huron Agreements which includes customizations and workarounds that are of interest to the broader Agreements community.

Gina Brown, Manager, Research Contracts Administration, CMH, [email protected]

Station 14: Effort Reporting and Compensation Confirmation Solution


Nick Gallegos will provide demonstrations of various features of the ECC solution, including certification, commitment management, project-based certification, and the system’s extensive reporting capabilities.

Nick Gallegos, Director, Product Management, Huron Consulting Group, [email protected]

Station 15: IACUC Dashboards

Emory University

David Martin will provide a demonstration of the dashboard Emory University has developed in combination with Huron’s design team. Multiple dashboard views provide a comprehensive view of protocols under review. This allows both IACUC reviewers and office staff the ability to manage assignments at a global level without having to drill into individual protocols for details, greatly facilitating the review process. Reviewers have the benefit of being able to see details regarding the protocol review including the identity of any other reviewers and review determination status. In addition, comment fields allow for the prioritization of reviews, thus streamlining reviewer efforts. The dashboard manages state changes and indicates to the reviewer and office staff when actions are needed on a particular protocol.

David Martin, Director, IACUC, Emory University, [email protected]






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