cooking with vault the platform application · ®2014 veeva systems –company confidential...

Cooking with Vault –The Platform ApplicationOctober, 2014

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Part I

Introduction

Mixing the Batter (Data and Content Definition)

Pouring the Mold (Lifecycles and Workflows)

Part II

Adding the Trimmings (Reports and Dashboards)

The Extras (Custom Defined Actions)

Agenda

Introduction

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Who We Are

Eric Makovsky

Director, Sales Engineering

George Lee

Senior Product Manager

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Welcome to our Show

Interactive session to build a platform application

Examine the major parts of an application configuration

Learn the latest and greatest vault

configuration features

Tips and tricks to a better,

faster configuration

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Today’s Recipe

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Label Process

Initiate Artwork Create Artwork Review and Approve

Draft/Pending

Initiation

Art Initiated Proofing

Approved for

Distribution

Distribute to Site

Demonstration

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What It Used to Take

Weeks of requirements gathering

without visualizing the end product

Configuration outside of the

application, leveraging external

tools, XML files, etc.

Application integrations utilizing

complex code libraries bound to

specific development platforms

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Vault Platform Capabilities

Document Types/Objects

Base type

Product object

Baseline metadata

Lifecycle and Workflow

General lifecycle

Binder lifecycle

Collaboration & Presentation

Multi-device access

Reports and dashboards

Mixing the Batter(Doc Types and Fields)

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1 part new Document Type

3 parts new Property Fields

2 parts Objects

Mixing the Batter

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Definition of a classification of

content

Managed as a hierarchy

Configure context

Name

Basic security

Naming convention

Filters

Document Types

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Document Metadata Fields

Descriptive document properties

Hierarchical or independent

Fields and rules

Text, date, pick list

Formula, object

Layout

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Objects

Describes data definition (e.g.

Product, Site, etc.)

Manage parent/child

relationships

Leveraged in document

metadata fields

Pouring the Mold (Lifecycles and Workflow)

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Pouring the Mold

1 new lifecycle template to

model the artwork flow

1 new workflow to support

an engineering, medical,

legal approval

Gently add together through

actions

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Lifecycle

Defines how a document

is managed from creation

through steady state

Configured to define

States

Roles

Security

Actions

Each document is mapped

to a lifecycle

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Lifecycle Tips

States mirror real-world milestones and transitions

Keep all possible document process in mind

Use roles and groups to control

Document access

Default work assignments

Use entry action to automate and entry criteria to ensure quality

Use conditional user action to vary what can be done when

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Workflow

Manages the process to move

between lifecycle states

Configuration defines

Roles on a workflow

Steps of the workflow

Business rules

Workflow definitions are

maintained per lifecycle

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Workflow Tips

Automate through “Decision” step

Parallelize approval tasks for more efficiency

Send tasks to a queue

Automate metadata update with “Update Field” step

Keep workflows simple and focused

Capture process data for reporting

Copy workflows for modification or reuse

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Complete the session survey with the Veeva app

Thank you

Search “Veeva” in app store

Password: rdsummit

Thank YouEric Makovsky

Eric.Makovsky@veeva.com

George Lee

George.Lee@veeva.com