opendata (for eu) - salesdeck - migrating to opendata

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Migrating to Veeva OpenDataNew client’s on-boarding process


How to get started?


On-boarding Process

Data Audit and Test Match Rates

Replace withVeeva IDIdentify Sources Add, Update


Data Migration Principles

Standard methodologyCompliant

Cost effective

CloudTechnology

Respectful of Client data legal

environment

Non invasive, Non disruptive

Dedicated resources and expertise

Data project management

Leveraging Veeva Network MDM solution

Based upon clients needs

Latest Cloud technology

Life Sciences MDM


Detailed Data Migration Process

Identify Sources

Nature Origin Volume Legal

- Right to match client’s data with Veeva OpenData

Data Audit

Assess legacy data status

Plan appropriate project resource and timing

Test Match Rates

Matching process outcome presentation to client

Data Merging client’s decisions - Suspect match- Unmatched

OpenData Subscription

Selection criteria - Working location- Geography, - Specialty- HCP type…

Replace with Veeva ID

Data Integration

Bridge setup to Veeva CRM

QA - End to end testing- UAT

Go to production

client’s customer data migration toFacilitating


Match & Merge Principles

HCO

HCP

Legacy Client Data

Match Suspect Match Unmatched

MDM auto-matching technology

Customer Data

VeevaOpenData


Match & MergeHow to manage suspect match and unmatched data?

New records from Veeva OpenData that can be subscribed

Manual match Data Stewardship

To load as customer own data in Network MDM

To ignore Non visited, inactive, …

Unmatched

Suspect match

Customer Data

Matched records

AUTO-MATCH

MANUAL APPROACH

Veeva ID

Remaining records that require manual matching are identified by the Client


Veeva OpenData Onboarding Steps

Kick-offGet client files to match

Client Data audit + Auto-match

- Present auto-match results

- Treat unmatched, suspect match

- Define population subscription

Load matched ID in Veeva Network/CRM – Test / UAT

Manual match Data Stewards

# records dependent

Go Live

- Reps can submit DCR- Veeva Network Customer instance provisioning

- Veeva OpenData subscription configuration with its bridge with Veeva CRM

- Test and deployment


Legal Aspects in migration stepsLegal Aspects

Identify Sources and match results

Get Data Quality Assessment (DQA) e-mail form from client

Perform data match and present results

Delete client files if no further steps

Get Data Services Statement of Work (SOW) signed

OpenData Subscription Veeva OpenData contract

Data Integration Veeva CRM and Veeva Network contract


OpenData Business Cases


OpenData Business Cases

Other CRM

VeevaNetwork Bridge

CustomBridge

Veeva CRMOption 1

Option 2

3rd party

Legacy Client Data

Customer own data

Veeva Network CRM

Customer own data

Cleanses Match & Merge

towards OpenData ID


OpenData bridges with CRM

Third party CRM Bridge

Seamless integration between Veeva OpenData and Veeva CRM

Veeva CRM Bridge

End user friendly DCR

Search and access to complete Enterprise customer master

+5 business days

1business day*

DCR SLA

Ready for full MDM capabilities expansion

*Service Level Agreement (SLA) = 80% within 1 business day


GLOBAL SEARCH

OpenData Search

Prevent Duplication

Ready to engage

Enterprise Customer Master data full

access

DCR INTEGRATION

Fast approval

Optimized SLA

10,000Customers

2,000,000 Customers

10,000,000 Customers

DCR Request

Locally Stewarded

Veeva Stewarded

Veeva CRM Bridge Benefits

SeamlessUpdate


They have already trusted Veeva OpenData60+ companies with users in over 80 countries


Veeva OpenData Subscription

OpenData Subscription

Annual Price Per Record

Selection criteria - Working location- Geography- Specialty- HCP type…- Per record

Data Integration

Setup feesManual Match

Managed Services

Monthly fee

+ +


Total Data Costs

Data usage and validation

Access rights

Other permitted purposes

Traditional DB vendors

Veeva


Additional Slides


Data integrity & accuracy

Data conformity

Data freshness

Data coverage Duplicates Data

Completeness

QA before delivery Quality Dimensions Monitored

OpenData Quality StandardContinuous (or on-going) Monitoring



Auto processes

Data Matching Business

Rules

Data Steward direct access

Data quality profiling metrics

Cross Reference

Table

Business User friendly


Data Quality Assessment Methodology Enrichment

Process

Step 1 Data Enrichment Analysis

Data Enrichment Analysis

Qualitative Analysis

Matching Result Analysis

Suspect matches Analysis

No match Analysis

Quantitative Analysis

Source Structure Review

Client’s file Analysis

Client’s file Analysis

Step 2

Step 3

Source analysis & file manual consolidation

Data re-structuration process - Parsing- Data re-allocation

How many columns are having data – Fill Rate

How many duplicates – Sparseness

What is the pattern of data – Structure of values

File matching against Veeva database- Field mapping - Matching rates

Matching outcome- Matched- Suspect matches- No match

Gap analysis- Name; address, specialty,

affiliated HCOs

Manual check Web research and phone

verification

Data breath- Identify uncovered of Client’s

potential targets Data depth

- Additional data attributes not or partially covered today

Data enhancement plan and milestones

1 2 3


Match & MergeManage suspect match and unmatched data

NEW RECORDSfrom Veeva OpenData that can be subscribed

Manual matchData Stewardship Services

To load as customer own data in Network MDM

To ignore (non visited, inactive, …)

Unmatched

Suspect match

Customer Data

AUTO-MATCH

MANUAL APPROACH


Actions on remaining records are decided by the ClientMatched

records


Match & MergeManage suspect match and unmatched data

AUTO-MATCHMDM auto-matching technology

MANUAL APPROACH

NEW RECORDSfrom Veeva OpenData that can be subscribed

Suspect match

Unmatched

Customer Data

Actions on remaining records are decided by the Client

Matched records

Manual matchData Stewardship Services

To load as customer own data in MDM

To ignore (non visited, inactive, …)

Customer Own Data in MDM


OpenData Replaces Legacy Data Sources

Customer Data

ExternalMatching

VeevaOpenData

Data Stewardship Services

Auto Matching

Veeva IDs Applied

Import into Network Customer Master

Populate with OpenData Fields

opendata (for eu) - salesdeck - migrating to opendata

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