executive summary introduction - janice … · web viewthe home study completion time frame ranges...
TRANSCRIPT
Running head: Veeva training1
CALIFORNIA STATE UNIVERSITYMONTEREY BAY
Veeva Training
CAPSTONE Report
Submitted in partial satisfaction of requirements of the degree of
MASTER OF SCIENCE in
Instructional Science and Technology
Janice Richardson
November 29, 2016
Capstone Approvals: (At least one advisor and capstone instructor should approve)
___________________________ ___________________________ _____________Advisor Name Signature Date
___________________________ ___________________________ _____________Capstone Instructor Name Signature Date
Veeva training 2
Table of ContentsEXECUTIVE SUMMARY.................................................................................................4
INTRODUCTION...............................................................................................................4
Background......................................................................................................................4
Problem Description........................................................................................................6
Target Audience...............................................................................................................7
Environmental Scan / Literature Review.........................................................................7
SOLUTION DESCRIPTION..............................................................................................8
Goals of the project..........................................................................................................8
Solution............................................................................................................................9
Learning theories and instructional principles...............................................................10
Media Components........................................................................................................11
Challenges......................................................................................................................11
METHOD..........................................................................................................................12
Design............................................................................................................................12
Deliverables...................................................................................................................13
RESOURCES....................................................................................................................14
Hardware and Software.................................................................................................14
Technical Skills..............................................................................................................15
TIMELINE........................................................................................................................15
EVALUATION..................................................................................................................16
Formative Evaluation....................................................................................................16
Summative Evaluation...................................................................................................18
Veeva training 3
Conclusion.....................................................................................................................20
References..........................................................................................................................21
Appendix A........................................................................................................................22
Appendix B........................................................................................................................23
Appendix C........................................................................................................................25
Appendix D........................................................................................................................27
Veeva training 4
EXECUTIVE SUMMARYVeeva is a customer relationship management system that every Sales Specialist in
Depomed is required to use to record and track their interactions and communication with the
customers. As part of the New Hire training curriculum, all new Sales Specialists are mandated
to complete the Veeva training in the first phase of the New Hire training curriculum, the Home
Study program, before moving on to the next phases of the training. This is to ensure the new
Sales Specialists will understand how to use the application to manage their dealings with the
customers. Additionally, it will ensure the reps are using Veeva properly so that we are in
compliance with federal regulatory agencies.
The current Veeva training is delivered once every other week to new hires by the Veeva
System Specialist via webinars. Due to the rigid webinar schedules, if a new Sales Specialist
missed a webinar, he or she would need to wait for the next scheduled webinar two weeks later
to attend the training. Therefore, he /she would not be able to complete the Home Study training
on time. The bottom line is the longer it takes a new hire to start in the field, the more it will cost
the company.
It has been recommended to develop an eLearning to allow the new hires the flexibility to
complete the training anywhere and at any time without having to wait for a scheduled webinar.
This is to reduce the possibility of delaying the Home Study completion, to ensure consistency in
the learning content, and at the same time enabling the Veeva System Specialist time for other
projects. The eLearning will also serve as a refresher for some seasoned sales professionals who
would like to have a refresher course on Veeva.
Part one of the Veeva eLearning consists of four modules and it covers the features in
Veeva Modern. The estimated duration to complete Part one of the training is about an hour
long. Part two of the eLearning will cover the features in Veeva Production. Part two of the
eLearning will be completed sometime in the near future.
INTRODUCTION
Background Depomed is a pharmaceutical company with its headquarters located in northern
California. The company has about 500 pharmaceutical sales representatives across the country.
Veeva training 5
The Commercial Learning and Development (CL&D) team is responsible for providing training
to all field employees. The field employees are pharmaceutical sales specialists, district
managers, and national sales directors. The CL&D is chartered to deliver training on Leadership
Development, New District Manager Training, Advanced Management Training, and New Hire
Training (NHT). One of the most frequently held training is the New Hire Training program.
The New Hire Training curriculum consists of the following:
1. Home Study Program (HS) –10 to 15 days long
2. Field Rides with Mentors –1 to 4 weeks long
3. New Hire Classroom Training – 10 days onsite formal training
The Home Study Program (HS) is the first step in the new hire curriculum and it starts on
the new hire’s first date of employment. Depending on the new sales specialist’s product
specialization, he / she is assigned a list of sixty to ninety online training modules. The new
Specialist is expected to complete the online modules and pass all the assessments within a
specified period of time. The Home Study completion time frame ranges from ten to fifteen days
from the date of hire depending on his/her product specialty. The new Sales Specialist is
required to complete every training and pass every assessment before he can move on to the next
phase of the New Hire Training curriculum.
Another reason for completing the Home Study program is that it will give the new Sales
Specialist the official “Field Start Date”. The official Field Start Date will allow him or her to
start working in the Field and start receiving incentive compensation (I/C). The official I/C date
is an important date for all of the Sales Specialists and their districts – not only to receive sales
bonus but also to satisfy the annual sales quotas for the district. Therefore, the Specialist’s
progress on the Home Study training is closely monitored by management.
Immediately after the completion of the Home Study Program, the new Specialist is
qualified to go on field rides with their assigned training mentors. Every new Specialist is
assigned to a Field Trainer or Mentor who will work hand-in-hand with him on making sales
calls and visits to the doctors and prescribers.
The third part of the New Hire Training is a ten-day rigorous formal classroom training.
The new Sales Specialist is not officially certified on his / her product specialty until he
completes the third part of the New Hire Training. Once the Sales Representative completes the
classroom training, passes all the oral and written assessments, he/she is consider a ‘certified’
Veeva training 6
Sales Specialist for that particular product line. The new Sales Specialist will then be officially
certified and be the “CEO” of his or her own territory.
Problem Description As stated earlier, all new Specialists are required to complete the Home Study program in
a specified number of days from the date of hire before they are eligible to go in the Field, start
receiving incentive compensation, and moving forward to the next steps in the training
curriculum.
As one of the requirements, every new Sales Representative is required to attend the
Veeva training and pass the Veeva assessment by the Home Study completion date. Veeva is a
customer relationship management (CRM) application that all field personnel are required to use
to track and manage their communication and interactions with the accounts. Additionally,
Veeva is used to record drug samples, lot and item numbers, that were given to the prescribers in
case we need to back track the items in a later date.
Currently, Veeva training is delivered via webinars once every other week by the Veeva
Systems Specialist. There is no self-paced training for Veeva. The problem with the current
delivery method is that the webinar schedule is rigid, training content delivered is somewhat
inconsistent, and is time consuming for the SMEs to conduct the training. The eLearning will
provide the flexibility which will allow the new hires to complete the training anytime,
anywhere, and repeat as often as he/she needs to. With the scheduled webinars, if a new
Specialist missed the webinar, he or she would need to wait for two more weeks to attend the
next scheduled webinar, and therefore it often caused delays for them to complete the Home
Study training on time.
On an average, the company hires approximately 100 to 150 new sales representatives
annually. The number of new hires is based on employee turn-over and territory expansion. If
the Home Study completion is delayed by a day or two, it may cost the company as much as
$300,000 annually in revenues, therefore, it is utterly important that the new hires start selling as
soon as possible after completing the Home Study training.
Having a Veeva eLearning will ensure delivering consistent training to all the users and
will allow the new hires the flexibility to take the training anywhere, at any time, and repeat as
often as needed. Additionally, many of the seasoned Sales Specialist are not utilizing Veeva
Veeva training 7
effectively. With the new eLearning, it will allow the seasoned reps the option to refresh their
Veeva skills.
Target AudienceThe intended audience for the online Veeva training is the new pharmaceutical Sales
Specialists. The new Sales Specialists are between the ages of thirty and fifty. All are college
graduates with various degrees, and some with advanced degrees. The new Specialists are
required to have a minimum of five years of industry experience; most of them have between ten
to fifteen years of pharmaceutical sales experience. The Specialists are comfortable using
computers and mobile technologies to get what they need to accomplish the tasks, but many of
them are uncomfortable stepping out of their “comfort zones” for more advanced technologies.
In fact, many of them are afraid to try new gadgets or new applications because “they don’t want
to break it”, as stated by a Veeva Support Specialist. The majority of them are new to using
Veeva but a few have experience with some other CRM applications.
The Sales Specialists are located and scattered throughout the country and will be taking
the training independently. They all work remote from their own homes. They do not have much
interactions with their own team members except at their regular virtual team meetings and
quarterly offsite gatherings.
Environmental Scan / Literature ReviewCRM is an acronym for Customer Relationship Management. CRM are practices
companies use to manage and analyze customer interactions and relationships with their
customers and throughout the customer lifecycle. The goals of the CRM are to track, record,
store and retrieve pertinent customer information to increase sales and profit for the company.
The more the company knows about the customers and their profiles, the better the company and
its sales representatives can manage the relationships with them.
The four main vendors of CRM applications are Salesforce.com, SAP, Oracle, and
Microsoft. One of the main goals for CRM software is to consolidate customer information into a
single place so that companies and sales reps can access and manage the information easily.
Some of the main functions of a CRM is to record various customer interactions – such as email,
Veeva training 8
phone calls, visits, social media and other features. CRM automates workflow processes such as
tasks, calendars, and approval processes.
Some companies are taking advantage of the increase of social media usage. They use
various tools that monitor social conversations, customer feedback on products and services.
They analyze and address feedback to resolve issues and improve services. Companies try to
integrate social CRM data with other customer data in order to get a single view of the customer.
Mobile CRM for smartphones and tablets are becoming a must-have items for the on-the-
go sales professionals to access instant data at their fingertips from anywhere and at any time.
The information is critical to the lifeblood in sales in order for companies to stay competitive.
Veeva is a CRM runs on Salesforce.com. The application contains both CRM social and
CRM mobile. Our company subscribes to customer profiles/data from a third party company
called SHA, Symphony Health Association. Veeva offers many features and some of them are
not being used at this time by our company, such as the email and phone call features. There are
future plans for our company to start using more features to enable the reps to better manage
their relationships with the customers.
SOLUTION DESCRIPTION
Goals of the projectThe goal of this project was to develop a Veeva eLearning to replace the current bi-
weekly webinars delivered by a Veeva System Specialist. The eLearning modules offer new hires
the flexibility to complete the training at anytime, anywhere, and not have to wait for a rigid
scheduled webinar every other week. All new Sales Specialists are required to satisfy the Veeva
training on-time as specified in the new hire Home Study program, in order for them to move
forward to the next steps in the new hire training curriculum.
The Veeva eLearning will reduce the possibility of delaying the Home Study completion
for new hires, to ensure consistent learning content delivered, and to relieve the Veeva System
Specialist time for other projects. The eLearning will also serve as a refresher for some seasoned
sales professionals who may need a review of the application.
By the end of the Veeva training, learner will be able to:
1. Explain what Veeva is and why it is needed
2. Describe what Veeva versions we use
Veeva training 9
3. Identify what important detailed account information is in Veeva Modern
4. Describe the three tiers of prescribers
5. Explain what Call Plan Targets are
6. Identify what Validated and Non-Validated Prescribers are
7. Record calls/visits/samples
8. Use My Schedule
9. Explain other Veeva features
Part Two of Veeva training will be provided in the near future to cover the features on
Veeva Production.
Solution The Veeva online modules will replace the current Veeva bi-weekly webinars. Part One
of the eLearning consists of the following modules:
Module 1
o Introduction
o Home Screen
Module 2
o My Accounts
Module 3
o Record a call
Module 4
o My Schedule
o Other Veeva features
The eLearning has been created using Adobe Captivate. Each module consists of screen
captures and Captivate slides describing the features of the application. Knowledge checks have
been included in each of the sections. A software simulation has been included in module 3,
Record A Call, enabling user to practice and reinforce the steps. Throughout the training,
authentic and real examples have been used to create real work situations that the student can
relate to. Additionally, a male and female computerized voices were used as narrators to create
some variation in machine voices.
Veeva training 10
Learning theories and instructional principlesThe Veeva eLearning was designed based on adult learning principles. According to
Knowles’ learning theories, andragogy is very different from pedagogy. Adult learners are
independent, self-directed, goal-oriented, prefer less structure, have pre-set motivations, expect
relevant, and useful practical instructions (Palis, 2014). Online training may not always be a best
option in some situation, but based on Knowles’ adult learning assumptions, eLearning is a good
option for our intended audience.
The Veeva eLearning was designed based on Knowles’s adult learning principles:
Need to know. Adults need to know why they need to learn something before
undertaking to learn it and why it is important for them to learn the topic (Chen, 2014)
Completing the Veeva training and passing the Veeva assessment are part of the requirements in
the Homes Study program. New hire also needs to know what benefits he/she will gain from
using Veeva and how it will help him/her to manage the relationships with his customers.
Experience. Adult learners have a large pool of knowledge. When planning instructions,
we need to keep in mind that the sales representatives come to us with a variety of background
and accumulated experience. They have different needs, interests, motivations, and goals. As
designers, we need to find ways to tap into this pool of experience and interest, and design
training content to help these learners associate the new learning to their accumulated experience
(Dernova, 2015). When applicable, live examples and real work problems were used in the
training to engage the learner and retain knowledge. Knowledge checks and software simulation
have been included in the modules to further reinforce learning and enable active participation.
Self-directed. Based on Knowles self-directed assumption, self-paced training would be
an appropriate instruction delivery method to close the training gap since adult learners are
independent and take ownership of their own training. The online training would allow the Reps
the flexibility to control when, where, how fast, or how often they would do the training. This
delivery method would give them the opportunity to be in control of their own training.
Readiness to learn. One of the major differences between pedagogy and andragogy is that
adult learners signed-up to learn. In a way they are much more committed, they are willing and
ready to learn (Knowles, 1973). Due to their internal motivation for various reasons, such as job
advancement, life changes, they have decided to take on the learning. The Sales Specialists are
Veeva training 11
motivated because they are ready to acquire what is necessary to get them out in the field, start
selling, and be successful. The Reps are ready and willing to learn, and to complete the training.
Orientation to learn. Based on Knowles’s learning theories, adult learnings focus on tasks
rather than on subject. Experiential learning is the most effective learning for adults. Learning
should be relevant to their job and examples used should associate with their experience
(Knowles, 1973). Therefore, work related examples and case scenarios have been used
throughout the training.
Motivation to learn. According to Knowles’s assumption, adult learners are more intrinsic
learners. They look for self-satisfaction, enjoyment, freedom of choice, and have control of what
they want to learn. Adult learners are also extrinsic learners. The Sales Specialists enjoy the
external gratifications they get – incentive compensations, rewards and recognitions.
Media ComponentsThe eLearning was created using Captivate to describe the features of the application and
to capture the procedural steps on creating events. Since Captivate could not play computerized
voices at the same time when capturing video, Audacity and Camtasia were used to record and
playback the audio while capturing Captivate videos. SnagIt was used to capture and Go-To-
Meeting was used to link the two computers together since Captivate and Veeva were installed
on different computers. The eLearning is SCORM compatible and has been uploaded to Moodle.
Survey Monkey was used to create and deliver the questionnaire for the formative evaluations.
ChallengesThere were a few challenges with this project.
1. Learning the application. The designer was new to Veeva. Time was limited but
learning Veeva was not an option. Time was set aside to attend the training and regular meetings
were scheduled with the SME’s to learn and understand how/why Veeva was used in the Field.
2. Tools. The learning modules were created using Captivate. Camtasia, Audacity, and
Snagit were used to assist with the design and development. One challenge was that Veeva and
the authoring/editing tools were not installed on the same computer, therefore, the only way to
capture videos and screen images was to use Go-To-Meeting to link the two computers together.
The workaround worked well, however, the quality of the videos and images could be better.
Veeva training 12
3. Technology. Captivate provides many features, however, it does not allow using text-
to-speech and capturing video at the same time. The workaround was to create the text-to-
speech slides first, then uploaded them to the recorded video slides later. The speed of the text-
to-speech voices had to be edited to match the timing of the videos otherwise the audios and
videos would be out of sync.
4. Testers/Evaluators. Although numerous evaluators were recruited but only a few were
able to complete the evaluations due to the long holiday between the completion and due date of
the project.
5. Time. Time for the Capstone project was limited and it was a challenge to complete the
project on time and with high quality.
METHOD
Design Captivate was used to create the slides and videos explaining and showing how to use
Veeva. Two avatars were used throughout the training as narrators and one avatar was used in
case scenarios. To create variation in computerized voices, a male and a female voices were used
throughout the training.
Each module began with the narrators reviewing what was learned in the previous
module, explaining the objectives of the current module, and ending with a summary of the
learning objectives. Knowledge checks with two to four questions were included at the end of
each module to reinforce the learning content. The knowledge checks included mostly multiple
choices. Feedback explanations were provided to all correct and incorrect answers. A software
simulation was included in the Record A Call module to provide practice how to create a call.
The color scheme was selected to match the Veeva colors and the company logo colors.
Solid and image backgrounds were used throughout the training. The Captivate control bar was
used to allow the user the capability to move back and forward, and table of content was used in
all the modules.
Veeva training 13
DeliverablesThe learning modules were created using Captivate. Camtasia, Audacity, and Snagit were
used to assist with the design and development. The eLearning consists of the following
modules:
PART I: Veeva Modern
Module 1 (Duration: ~10 minutes)
a. Welcome
b. Learning objectives
c. Introduction
d. Knowledge Checks
e. Home Screen
f. Summary
g. Knowledge Checks
h. End slide
Module 2 (Duration: ~15 minutes)
a. Welcome
b. Review module 1
c. Learning objectives
d. 3 tiers of prescribers
i. Case scenario
e. My Accounts overview
i. Case scenario
f. Summary
g. Knowledge Checks
h. End slide
Module 3 (Duration ~20 minutes)
a. Welcome
b. Review module 2
c. Learning objectives
d. Record a call method 1
e. Record a call method 2
Veeva training 14
i. Case scenario
f. Summary
g. Knowledge Checks
h. Software simulation
i. End slide
Module 4 (Duration: ~10 minutes)
a. Welcome
b. Review modules 2 & 3
c. Learning objectives
d. My Schedule
i. Case scenario
e. Other Veeva features
f. Summary
g. Knowledge checks
h. End slide
PART II: Veeva Online (near future):
This part will be developed in the near future to cover the features in Veeva Online.
RESOURCES
Hardware and SoftwareThere was some hardware and software constraint while developing the eLearning. All
the required tools, Captivate, Camtasia, Audacity, and SnagIt were on one computer and the
Veeva application was on another computer. In order to capture images and record Veeva
videos, Go-To-Meeting was used to link the applications together. It worked fine as expected,
however, the quality of the images and videos were not as high in quality as one would like, but
it was acceptable.
Veeva training 15
Technical SkillsThe designer had to learn how to use Veeva but more importantly, understand why it was
being used by the company’s sales force. Understand why use Veeva helped to create live
examples and real problems in the training.
Learning the advanced features of Captivate was somewhat a challenge and time
consuming. The plan from the beginning was to use machine voice since using human voice was
not the best option due some technical issues. However, it was later discovered that using
machine voice was more challenging and more time consuming since Captivate does not have
the capability to play audio and record video at the same time.
The final product is SCORM compatible and it has been uploaded to a CSUMB Moodle
site.
TIMELINE
Milestone Start Date Due Date Comments
Determine framework and scope 07/01/2016 08/01/2016 Done
Create Capstone Proposal 08/13/2016 09/05/2016 Done
Design/Development
1. Design Module 1 09/7/2016 10/07/2016 Done
Develop Module 1-prototype 10/07/2016 10/25/2016 Done
Present prototype to SME 10/26/2016 10/28/2016 Done
2. Design Modules 2-3 10/18/2016 11/06/2016 Done
Develop Modules 2-3 10/28/2016 11/13/2016 Done
3. Design Modules 4 11/11/2016 11/15/2016 Done
Develop Modules 4 11/15/2016 11/21/2016 Done
Evaluations
1. Formative 11/21/2016 11/26/2016 Done
2. Summative 11/26/2016 11/29/2016 Done
Veeva training 16
Final Project
Final Capstone Report 11/29/2016 11/29/2016 Done
Final Capstone Project 12/10/2016 12/13/2016 In progress
EVALUATION
Formative Evaluation Six users were recruited for the formative evaluation however, only five completed the
evaluations. There were no new Sales Specialists available for the evaluation. All five testers
were Home Office employees with good understanding of the pharmaceutical business but with
limited knowledge how to use Veeva, like many of our new Reps.
Instructions were sent to the evaluators stating that they need to complete the testing in
this order: 1. Pre-test, 2. Online training, 3. Posttest, and 4. Usability survey. They were
encouraged to take notes on any issues while going through the training so that they can provide
feedback and recommendations in the usability survey. The entire process took participants
about 90 minutes to complete.
The Captivate training modules were published and uploaded to
http://itcdland.csumb.edu/ and the links to the three modules were given to the evaluators.
Survey Monkey was used to create and deliver the survey questionnaire (see Appendix
A). The intended formative evaluation was to obtain feedback on navigation, instructions, look
and feel of the modules.
Based on a 5-point scale with 5 being the highest, the overall average rating received was
4.6.
Below are the suggested comments from the evaluators. Many of the suggestions have
been incorporated and corrected in the modules, a few are in progress, and several of them will
need further evaluation for possible future enhancement.
Below are some suggestions for improvement:
Formative Evaluation
Veeva training 17
Feedback Action Notes
1 Use a list of items rather than replacing/writing over the items
Done The pop-up text are now lined-up below each other
2 Consider splitting My Accounts Details into a couple parts
Done There are now 4 instead of 3 modules.
3 Module 3 has no end button Done Added the End button to the slide.
4 Brian disappeared too early on slide 1
Done Adjusted the timing on slide 1
5 Long pause at the end of the slide before knowledge check 1
Done Shorten the timing on the slide before Knowledge Check 1
6 A few typos Done Corrected typos
7 Need more colorful graphics Done Added a few more graphics
8 Bigger graphics or wording In process Need further evaluation
9 Paused too long after answering a question
In process Will need to look into if it’s possible to shorten the wait time between QA slides.
10 I wish they spoke a little slower In process Modified a few slides to include more pauses in between words/sentences
11 Didn’t care for the female voice Future enhancement
Julie is one of the better voices but it is still a machine voice
12 Audio sounds a bit computerized and unnatural
Future enhancement
Will consider using human voice in the future since machine voice is robotic
13 Use more diverse cast of characters
Future enhancement
Need to change characters
14 Change gestures Future enhancement
Need additional characters/poses
15 Slides can be jazzed up with more vibrant colors
Future enhancement
Need further evaluation
16 Need Back/Forward, Status Bar Future enhancement
Need to reduce the screen size so users can see the Captivate control bar without having to scroll down
Below are some positive feedback from the evaluators:
Veeva training 18
Positive comments
1. Simulation was good
2. Good hands-on practice
3. Instructions were clear
4. Used many visuals
5. Good visuals
6. Considering computer voices, the two used were alright
7. Liked the subtitles
8. Liked the use of examples
9. Overall lesson was very helpful
10. Good tool to learn Veeva Modern
11 Liked the 2 voices (male and female)
12 Loved the colors; warm and cheerful
13 Nice upbeat music to begin and end the modules
Overall Usability evaluation rating: 4.6(based on a 5-point scale)
Summative EvaluationA pretest consist of six questions (see Appendix B) was sent to the participants in
advance prior to taking the training. The pretest was to establish a baseline on what they already
know about Veeva. Based on the scores from the pretest, most of all the participants had limited
knowledge on the application.
A posttest consist of 11 questions (see Appendix C) was sent to the participants after they
have completed the online training. The posttest was to evaluate the effectiveness of the training.
Table A below shows the pretest and posttest scores for the five participants. As shown,
all five evaluators had limited Veeva knowledge. The pretest has a mean score of 20% and the
Veeva training 19
posttest has a mean of 91%. Since the pretest and posttest were given to the same participants,
paired two sample was used to calculate the analysis. Based on the statistical analysis below, t-
Stat of 12.65 is greater than t-Critical of 2.13. The analysis indicates that there is statistical
significance and therefore we can conclude that the learning was effective.
Table A
No. Pretest (%) Posttest (%)1 33 1002 17 913 17 824 33 915 0 91
t-Test: Paired Two Sample for Means
Variable 1 Variable 2
Mean 20 91
Variance 189 40.5
Observations 5 5
Pearson Correlation 0.4114756Hypothesized Mean Difference 0
df 4
t Stat-
12.65036545
P(T<=t) one-tail 0.000112417
t Critical one-tail 2.131846786
P(T<=t) two-tail 0.000224833
Veeva training 20
t Critical two-tail 2.776445105
Conclusion Based on the feedback from the formative evaluations, the feedback overall was positive
and the users liked the design, the look and feel of the training. As for the summative evaluation,
it is evident that learners have gained and have increased their Veeva knowledge from their
training. All the participants have increased the posttest scores with an average of 71% more
than the pretest scores. We can conclude that there was a statistically significant improvement
and the learners have learned from the training. As for the usability of the training, some
recommendation are still in progress, and a few will require further evaluation for possible future
enhancement to the modules.
This eLearning covers only part one of the two parts training on Veeva. Part two of the
eLearning will cover the features on Veeva Production. It has been decided to wait until both part
one and part two of the training are completed before rolling out the entirety to the users.
We hope some of the challenges in this project will be resolved when part two of the
project begins in January next year. The company is considering of providing the necessary
software and tools to complete the second part of the project. If all goes well, our team will start
taking on more course design and development projects.
Veeva training 21
Veeva training 22
References
Top 6 Trends in customer Releationships Management (CRM). (2012). Retrieved April 13, 2012,
from Techopidia: https://www.techopedia.com/2/28333/enterprise/crm/top-6-trends-in-
customer-relationship-management-CRM.
Customer Relationship Management – CRM. (n.d.). Retrieved from
http://www.investopedia.com/terms/c/customer_relation_management.asp
Knowles, M. (1973). The adult learner: a neglected species. Gulf Publishing Company.
Retrieved from http://files.eric.ed.gov/fulltext/ED084368.pdf
Dernova, M. (2015). Experiential learning theory as one of the foundations of adult learning
practice worldwide. Comparative Professional Pedagogy, 5(2), 52-57.
Chen, J. C. (2014). Teaching nontraditional adult students: adult learning theories in practice.
Teaching In Higher Education, 19(4), 406-418. doi:10.1080/13562517.2013.860101.
Perrin, A. (2000). The fit between adult learner preferences and the theories of malcolm knowles.
n.p.: ProQuest Dissertations Publishing.
Patterson, T. (1998). Corporate education and training for adult learners: a comparative study of
two corporate university models. n.p.: ProQuest Dissertations Publishing.
Piskurich, G. (2015). Rapid Instructional Design. Hoboken: John Wiley & Sons, Inc.
Merriam, S. (2001). The New Update on Adult Learning Theory. San Francisco: Jossey-Bass.
Wickett, R. (2005). Adult learning theories and theological education. Journal Of Adult
Theological Education, 2(2), 153-161. doi:10.1558/jate.2005.2.2.153
Veeva training 23
Appendix A
Please rate 1 to 5; low to high
1) Was the instruction clear enough to follow?
2) The lesson layout and design are appealing.
3) The graphics and video are informative.
4) The narration audio adds to the learning experience.
5) Did you experience any frustration while learning with the module?
Please write
6) What did you like about the instruction?
7) What did you dislike about the instruction?
8) Any suggestions for improvement?
9) The overall lesson was a good learning experience how to use Veeva Modern.
Veeva training 24
Appendix B
Pretest
1. Veeva is a:
Payroll application
Finance application
Customer relationship management system
2. Our Company is currently using Veeva:
Veeva Modern
Veeva Production
Veeva Online
All of the above
3. What are the 3 tiers of prescribers in Veeva?
Eligible, Non-Eligible, High-Volume Prescribers
Nurse Practitioners, Physicians, Dentists
Call Plan Targets, Validated, Non-Validated Prescribers
4. What type of prescribers have call goals?
Validated
Non-Validated
Call Plan Targets
5. Call Plan Targets must have?
NPI#
SHA ID
Both NPI and SHA ID
Veeva training 25
6. A valid call must contain:
Contain a product discussion with a validate prescriber
Must be submitted in Veeva
Both a & b
None of the above
Veeva training 26
Appendix C
Posttest
1. Which version of Veeva does Depomed use?Veeva ModernVeeva OrangeSalesforce.comAll the above
2. Which is the most important tier of prescribers?Validated prescribersNon-validated prescribersCall Plan Targets
3. What type of prescribers have assigned call goals that sales reps need to meet?Validated prescribersNon-validated prescribersCall Plan Targets
4. What is the definition of a call; a call that you will get sales credit?A call that has been submitted and sync to Veeva ProductionA call that has been recorded in Veeva ModernA call made to a valid prescriber, included a product discussion, and submitted to Veeva Production.
5. What is the purpose of having an SHA ID?To ensure the license is validTo track sales and prescription dataTo ensure you can sample the account
6. Where would you need to enter vacation time off?Veeva OnlineVeeva ModeraBoth Veeva Online and Veeva ModernVeeva and the Payroll system
7. Can you view the same documents in both Veeva Production and Veeva Modern?YesNo
8. Can you accept your full Field Coaching Reports in Veeva Modern?Yes
Veeva training 27
No
9. What color is a saved call in My Schedule?BlueGreenOrangeRed
10. How will you know a Health Care Provider is not a valid to receive samples?The Sample status is greenThe Sample status has a red circleThe Sample status has a red X
11. How often do you need to sync with Veeva Production?WeeklyDailyMonthly
Veeva training 28
Appendix D
Welcome Page
Veeva training 29
Learning Objectives
Introduction Page
Veeva training 30
Veeva Login Page
Veeva training 31
Veeva Modern Home Screen
Veeva training 32
My Accounts Overview Screen
Veeva training 33
My Accounts Detail Screen
Veeva Production Home Screen
Veeva training 34
Knowledge Check
Veeva training 35
Summary Slide
End Slide