smartsimple research management solutions
DESCRIPTION
TRANSCRIPT
RMS360°SOLUTION FOR INTERNATIONAL RESEARCH
MANAGEMENT
Teresa Clarke PhD – Director of Research Solutions - [email protected]
David Resnick - Product Marketing Manager – [email protected]
Meeting Agenda
• SmartSimple Introductions• Benefits of RMS360⁰
– Configurable platform controlled by Client– Flexible progress and budget reporting– Accessible web based system
• Grant Life-Cycle Demonstration
To learn more please visit SmartSimple.com or contact us @ [email protected]
A Solution for Organisations to …
• Engage diverse and dispersed communities– As a pure cloud solution using role based access, the
system is easily shared with all stakeholders on a global basis
• Manage organization specific research processes– The flexibility of the solution is under the control of the
client and provides for instant changes to reflect evolving process needs
• Track program specific information– The flexible approach to data gathering, processing and
reporting provides for authentic and complete information
• Provide high transparency around engagement– All information is tracked; all changes are reportable and
reporting supported by rich reporting and charting functionality
Same solution different configurations
Advanced Reporting and Analytics
Pre-Award Administration• Online Applications• Advanced Peer Review• Workflows• Communication Tools
Project Management• Portfolio Analysis• Milestone Tracking• Financial Disbursements• Electronic Documents
Post Award Outcomes• Performance Measurement• Stakeholder Involvement• Audit Trail• Relationship Management
Controller
receive, interpret & validate input;create & update views;
query and modify models
SmartSimple Architecture – MVC
Model
data storage, integrity, consistency, queries and mutations
View
presentation assets and code
user or computer
client
The Model-View-Controller pattern (MVC) was first described at Xerox PARC by Trygve Reenskaug in 1979:
“MVC was conceived as a general solution to the problem of users controlling a large and complex data set. The hardest part was to hit upon good names for the different architectural components. Model-View-Editor was the first set. After long discussions, particularly with Adele Goldberg, we ended with the terms Model-View-Controller.”
Trygve Reenskaug
RESEARCH GRANT LIFE-CYCLE DEMONSTRATION
Role based Portal Access
Martin the PI
Jennifer the Research Administrator
RegisterApplySubmission and review of progress and budget reports
Define and Set up Grant ProposalAssign ReviewerApprove ApplicationPost Award TrackingGenerate and Track PaymentsClose Grant/Project
Review ApplicationScore ApplicationRecommend Approval
Serkan the Reviewer
Research Office(Optional)
Submit ApplicationsMonitor Projects
To learn more please visit SmartSimple.com or contact us @ [email protected]
GRANT LIFE-CYCLE PROCESSES
Management Interface (Arcadia)
Benefits• User: Automated aggregation of data (Cross tabbed and charted)1
• User: Drill down access to detailed information from Cross tab.• User: Built-in mapping features (geocoding)• Client: Designed for management interaction with data• Client: All data and menus displayed based on user security• Client: Simple to maintain and update
Automated Aggregation1
Drop Down Menus
Call for Proposals
• Define and set up grant/proposal and related resources• Create grant application form and rules for completion and submission
Applicant Registration Process
Registration Process
Applicants Send Credentialsvia email
Applicant Portal
ApplicantOn-Line Self-Registration
And/or
ApplicantRegistered by Staff
Applicants uploadedfrom Legacy System
Workbench Interface
Benefits• User: Quick access to key features and tasks• User: Supports high level narrative• User: Supports multiple “Windows” to access different components • User: Intuitive layout simplifies learning• Client: Caters to a narrower user process • Client: Easy to gather key profile Information• Client: Simple to maintain and update• Client: Provides tightly controlled layout
Listed Applications and Grants
Access to Current Granting programs
Grant Application Process
ApplicationReview Process
Applicant Portal
Visible in Staff Portal
Application uploaded from fillable PDF
Research Office Involvement
• RMS360° can be configured using different functional models:
• Direct engagement with the Institution’s Research Office as well as the researcher.
• Direct engagement with the researcher but no direct engagement with Research Office.
• Key decision point in determining deployment strategy
• We will be demonstrating the second model
Grant Review Process
Review Process
Reviewers attachedto Application
Reviewer Portal
Applications “scored”
Accept/Decline/Revise
Site ReviewFinancial ReviewApplication
• Panel review materials and information organized for distribution
• Reviewers can be matched to proposals based on expertise
Reviewer Evaluation
• Reviewer sign‐on and registration• Application scoring
Review Panel Approval
Application
ReviewReview
ReviewReview
Application
ReviewReview
ReviewReview
Application
ReviewReview
ReviewReview
Review Panel
Grant
Grant
Grantee Reporting
Grant
Progress Report
Reminder 1 Reminder 2 Reminder 3
Final Report
Reminder 1 Reminder 2 Reminder 3
Follow-up Report
Reminder 1 Reminder 2 Reminder 3
Disbursement Record
Disbursement Record
Disbursement Record
Disbursement Record
• Disbursement records are linked to grantee reports
• Disbursements records will not be released for payment unless reports are approved
Disbursements and Payments
• Program staff create disbursement records linked to the grant and one or more budget
• Disbursement records are exported to client Financial system for actual payment
– A multiple export features are available
• Payment information (e.g. check #, payment date) can be imported to update the disbursement records
– A multiple import features are available
Program Budget Manager Research Manager
Program Specific Budget
Thematic Specific Budget
Disbursement Record*
* Records can be considered disbursements or payments based on client’s terminology
Disbursement Record*Disbursement Record* Disbursement Record*
Grant
Client Financial System
Payment Information
DisbursementRecords
Progress and Financial Reporting
• Submission and Review of progress and budget reports
• Tracking of Payments
Tracking Process
Tracking Process
Grantee Portal
Activities and OutcomesUpdated
StaffPortal
Real-Time and Ad-HocReporting
Financial System Export
Client Financial System
BACKUP SLIDES
International Scope
Global Footprint• European and North American
clients who fund African, Asian and South American organizations
• JDRF International uses SmartSimple to manage their global operations
• Servers in United States, Canada, Ireland (EU) and South Africa
Support Across Time zones• Toronto and Dublin share support• Support phone and live chat support
available from• GMT – 8 am to 2 am• EST – 5 am to 9 pm
• Support available in Spanish, French and English
• Community Portal and helpdesk ticketing available 24/7
Hosting Options
• Public Cloud– Shared infrastructure with multiple clients– Maintained and managed 100% by SmartSimple– Monthly user fees only
• Private Cloud– Dedicated infrastructure or dedicated virtualized infrastructure– Maintained and managed 100% by SmartSimple– Monthly user fees and servers fees
• Hosting Locations– Hosting options in United States (Amazon EC2), Canada (Peer1) and EU
(Amazon Ec2 cloud in Ireland) • Client Hosted Cloud
– Client owned and managed infrastructure– Hosted at client location or designated location– Server and user one-time licenses and annual maintenance
System Security
• General Security– SmartSimple maintains SSAE16 Third Party Assurance Audit (CSAE3416)– Hosted at Amazon EC2 Cloud – North Virginia (production site) and Oregon (backup
site)– Data encrypted in motion (SSL) and at rest (hard drives encrypted - AES 256-bit key)
• System Access Security– Third party security scanning on a weekly basis (Netcraft)– Component compiled to eliminate potential services and port attacks– Intruder alert and lockout functionality– Active components to manage DDOS, XSS and SQL injection– Client specific password and security policies configurable– Support 2-Factor Authentication
• System Security– Role based access security for every system function– Role based access extends to individual field level– Data changes and data view logs
• Detailed security documentation available
SmartSimple System Protection - 101
• Architecture– Access to the cluster is restricted by firewall and only allows public traffic through ports 80
and 443 publicly– HTTP filter module analyzes and sanitizes user input both upon input entry as well as output
display to negate attempts at cross site scripting and SQL injection– Stored procedures are used to deny possible SQL injection points
• Application– Authentication into the SmartSimple application can be configured to meet password policy
requirements (enforced complexity, length, renewal period, and lockout period)– User access roles are configured and defined within the SmartSimple application (through
an administrator role)– The ability to view/edit a user’s access is restricted and attempts to do so are validated
server-side against existing rules. This prevents a user from demoting/elevating another’s privileges
– The ability to view/edit/create another user’s profile is configured and defined within the SmartSimple application (though an administrator role). This is thus restricted appropriately and prevents a user from hijacking another user’s account
SmartSimple Platform Architecture
HTTPS Client Request
Centos5.5
HA Load Balancer/Firewall
Apache HTTP Server 2.0.64/MOD_SSL/MOD_JK
TomcatJDBC Connector
MySQL Database Server 5.1.66 using MYISAM and INNODB
Operating System
Database Server
Web/Application Server
Load Balancer/Firewall
Clients
BrowserDesktop Windows Clients Web Services API
Apache HTTP Server 2.0.64/MOD_SSL/MOD_JK
TomcatJDBC Connector
Apache HTTP Server 2.0.64/MOD_SSL/MOD_JK
TomcatJDBC Connector
HTTPFilter
Platform Logical Architecture
Application Interfaces
Web Services
Interface
COM Services
Interface
Apache
SSL
HTML
Images
Report Module
Servlet
JSP
App Engine
Variable Processor
App Security Module
Workflow Module
Custom Field
Processor
Rep
orts
et P
roce
ssor
Lucene
Anti Virus Process
Language
Translation
File Store
Cassandra
(No-SQL)
DD
OS
Shi
eld
MySQL Repositor
y
Wor
kspa
ce S
ecur
ity M
odul
e
SmartSimple and The Apache Foundation
The Apache Software Foundation provides support for the Apache community of open-source software projects, which provide software products for the public good.
SmartSimple Software makes extensive use of the Apache open-source software in order to create compelling SaaS solutions in multiple vertical markets.
Apache™ Subversion®
SmartSimple code version control system
Apache™ HTTP Server ProjectSmartSimple Web Server
Apache™ TomcatSmartSimple Application Server
Apache™ LuceneSmartSimple high-performance, full-featured text search engine
Apache™ Cassandra®
SmartSimple future choice for linear scalability and performance
Apache Software used in SmartSimple
Database Table
ChartChart
Reports and Dashboards
Dashboard Dashboard
ChartChartChart
Chart
Report Report
ReportReport
ReportReport
Database TableDatabase Table
Database TableDatabase Table
Database TableDatabase Table