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Release Managementfor Veeva CRMFebruary 2017
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Release Management for Veeva CRM
2
§ About CRM General Releases§ Recommended Release Strategy
§ Veeva Auto-On Features
§ Veeva and custom enhancements
§ New functionality§ Best Practices
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About Veeva CRM Releases
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Software Development Life Cycle
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§ Good for initial go-live§ Foundation for ongoing release management
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JanFeb
Mar
Apr
May
JunJul
Aug
Sep
Oct
Nov
Dec
CRM General Release Frequency
5
17R3
17R1
17R2
2017
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What is a CRM General Release?
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Significant New Features,
Enhancements, & Bug Fixes
Applies to All Customer CRM Applications
Undergoes testing prior to
availability
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Minor Releases
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Fixes only,no new
functionality
Applies to All Customer CRM
Applications
Undergoes testing prior to
availability
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Sign Up to Receive Release Notifications
§ In the Veeva Customer Support Portal, click the Community tab then go to CRM Community
§ Select the CRM Announcements Topic § and click Follow
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CRM General Release Resources
Customer Success Managed Services
Support
GeneralRelease
Documentation
GeneralRelease
Webinars
Full Copy SandboxRelease
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Feature Enablement Detail
Auto - On
Turned On Day 1
No additional setup required
Configurable Features
Configuration
Turned Off
Requires enablement
Requiresconfiguration
Auto-On Features
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Your Veeva CRM Implementation is a Live System
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§ Unique to your business needs§ Leverages some but not all functionality available in Veeva CRM
Custom Processes
Data
Core Veeva CRM
Add Ons
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Recommended Strategy
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Key Success Factors
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Create / Update Schedule
Review Enhancements and Business Requests
Planned Deployments
Set expectations with
stakeholdersGive yourself room to react
Structured releases
Focus on change that drives value for your business
Process
Feature
Is there an out-of-the-box solution?
Communication strategy
Manage Operational Requests
Data Loads, Picklist Values, Media Updates
How do these affect the timing
of releases?
Assess impactto end users
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JanFeb
Mar
Apr
May
JunJul
Aug
Sep
Oct
Nov
Dec
Plan the Year in Advance
14
17R3
17R1
17R2
2017
Internal Release
Internal Release
Friday Fix Day
Create / Update Schedule
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Typical Veeva Key Release Dates
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WK-0WK-1WK-2WK-4 WK-3WK-5WK-6WK-7
Release Announcement
Full Copy Sandbox Release
Release Notes Available
Webinars
General Release
Assess Verify
Plan, Communicate
Create / Update Schedule
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Reacting to Veeva Enhancements
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BeforeRelease
Step 1Prepare for
Auto-On Features
Step 2Assess new
Configurable Features
Understand impact to
users, Communicate
if needed
PrioritizePlan
ImproveAfter
Release
Strategy Objective
Review Enhancements and Business Requests
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Assess New Features, Questions to Ask
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• For example, if MCCP is not utilized or does not apply to your sales teams, then the feature enhancement can be ignored
Is this feature applicable to my business needs?
• Some features are only applicable in the context of other configuration
Does this feature apply to my configuration?
• Some features may not be relevant based on business process• Features should be communicated appropriately to the users impacted
Does this feature impact end-users? Administrators?
Review Enhancements and Business Requests
• Give yourself time to test and deploy new functionality; Cold Chain Sampling for example, may also require validation. Also, think about training
How complex is this feature?
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Reacting to Business Requirements
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New Functionality
Improvements to Existing Functionality
Is it available out of the
box?
How complex is
it to implement?
What is the priority?
Review Enhancements and Business Requests
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Manage Operational Requests
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§ Make operational changes and fixes on Fridays
Manage Operational Requests
End users know to expect changes on Fridays
Stakeholders know what to expect
Adds stability and predictability to your process
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Structured Release Planning
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Planned Deployments
Weekly Releases•Bug fixes•Critical updates (new pick values, new fields)•Simple configuration changes that do not impact day-to-day business or require training
Monthly Minor Releases •Limited testing•Enhancements to existing functionality•Minor training impact
Quarterly or Semester Major Releases•New initiatives•Significant testing and training often required•Plan around Veeva releases, considering that you may want to refresh your sandbox
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Best Practices and Tools
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HighMedium
Low
Next weekNext monthNext major
releaseother
Prioritizing Requests
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Governance
Business Impact
Drives Revenue or Reduces Cost (amounts)
Urgency Required within? (35-45, 46-90, 90+ days)
End User Impact
Impact on Use & Adoption(Minimal, Moderate or High Impact)
SupportImpact
Level of Training & Documentation required
Business Effort
Effort to deliver (hours)
IT Effort Effort to deliver (hours)
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Assessing Effort to Deliver
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• Reports & DashboardsCustom Fields, Objects
• List Views• Data Loading (Targets, Products, Territories) • User Management
LowNo Impact to Architecture or
MetaData
• Content (CLM Presentation, AE Fragments)• Page Layout • User Profiles• Workflow & Validations
MediumNew Functionality, stand
alone requirements, low level of effort <20 hrs
• New Division Rollout• Data Migrations • Integrations• Coding
HighComplex changes to
Application, High Impact, level of effort >20 hrs
Governance
• Email Templates
• Triggers, Classes & Visual Force Pages
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Requirements Document
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Feature Benefits Effort Assessment Decision Timeline
Marketing Cloud Integration
Provide insight into Marketing Cloud Journeys in CRM and CRM activities in Marketing Cloud
Low -Medium
LOE for config is low. But, testing needs to be completed on data elements and visibility on timeline
Prototype February
Consent Capture for Content Type
Ability to capture consent not related to a product
Medium Requires change in how consent is currently captured. Need to evaluate how this will integrate to external systems for consent. Training end users needs to take place
Implementfor MSLs only
March
Surveys in Approved Email
Ability to Surveyno-see HCPs
High Requires coordination with multiple stakeholders. T Needto review Approved Email adoption and impact this feature will have
Defer Mid-yearPOA
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Design Phase ChecklistüDesign for the ‘use case’ but also think think long termüValidate the requirement vs. the solution designüKeep it simple
• Use standard functionality
• Avoid code
• Iterate – add complex / coded features later when possible
üConsider downstream impactsüClose the loop with utilization reports
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Next Steps
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§ Get Current § Assess your current Veeva usage & satisfaction
§ Review previous release notes on current modules
§ Collate changes and follow release best practices
§ Stay Current and Relevant § Adapt to fit your organization
§ Keep up with Veeva Releases
§ Annually review your process and relevance of current functionality
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Veeva Resources Available to you
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Announcements and Activities
§ 17R1 Coming Soon
§ BEE Email Editor Webinar in April
§ 2017 Global Commercial and Medical Summit§ May 7th to May 9th Philadelphia, PA - Register now!
§ Slides available on the Community Portal§ If you don’t have access, request it here
§ Email [email protected]
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