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Improving Collaboration with Regional Affiliates
Veeva R&D Global Summit Philadelphia, PA
October 21st 2014 Presented by: Steve Gens, Managing Partner
1. Highlight the latest Regulatory Information Management (RIM) and Affiliate research
2. Provide benchmarks to where companies are investing to improve the central/regional/local collaboration
3. Explore the local / global dilemma for RIM tools and processes; how does industry view the current suppliers?
4. Provide a viewpoint on 2nd generation global Regulatory Capabilities geared towards global collaboration
Session Goals
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These materials are provided for your internal organization. Permission may be granted to utilize benchmark information (with proper citation and
credit) outside your organization upon written
permission (see contact information in the back)
Referenced Survey’s and Demographics
1. 43 affiliates offices from multiple large bio-pharmaceuticals representing regulatory activities in at least 72 countries (2013)
2. 2013 RIM Industry Survey (N = 37)
3. 2014 RIM and Regulatory Intelligence Survey (interim, n = 35 out of 42)
Asia Pac 23%
East EU 12%
Latin / South America
23%
ME/AF 12%
NA 5%
West EU 25%
Regions Represented N=72
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N=37
Context: RIM Evolution
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• Focused on US, EU, Japan markets
• Initial “e” push via Document Management and Publishing technologies
• Driver: Reduce time to Agency / Market (Operational Efficiency)
• Rapid global expansion
• ICH standards
• Regional hub investment
• Global Regulatory Capabilities 1st generation
• Driver: Global Scalability
• Global connectivity and collaboration
• Emerging market health authority sophistication
• Information aggregation
• Evolving Data Standards
• Global Regulatory Capabilities 2nd generation
• Driver: Global Efficiency
2004 Inflection
Point
2012 Inflection
Point
Central (1990’s – 2004)
Central + Regional Hubs (2005 – 2011)
Global Affiliate Network 2012 +
Formal RIM emergence RIM as an Enterprise Asset
Global Virtualization Impact
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1st Generation Regulatory Capability Model Central System Push (not sustainable)
Central Send Info (dossier) Request Info (status) Verify Info (compliance)
Regional Layer Local Affiliate
Product Registration
Submission EDMS
Planning Regulatory Intelligence
(RI)
Submission Archive
Label Content Correspond
ence (CSP)
Publishing
Hub #1
Office #1
Hub #2
Hub Nth
Office #2
Office Nth
(RI)
(RI)
(RI)
(RI)
Built for Central Operations and Big
Markets
Asked to participate in global systems, but need to keep
local tools
CSP
CSP
CSP
Push Model
• #1 = Central Regulatory and Official Local Affiliates / Manufacturing / Supply Release • #2= Safety
What collaboration areas are target for improvement? Both are critical affiliate activities (supply release / safety)
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91% 91% 88%
2014 – Interim (stats may shift)
Source: 2014 Gens and Associates Industry Survey
Heavy Investment in Global Capabilities; but what about the local affiliate day to day?
• High industry investment in achieving global authoritative sources of regulatory information, however…….
– Affiliates continue to use and depend on local tools (e.g. xls) in addition to central systems
RIM Component Central Perspective: Authoritative Source Current or Planned by 2016
Affiliate Perspective: Avg. # of Tools / Most Common
Product Registration Management • 2.7: Excel ; SharePoint / Network drives
Submission Planning & Tracking • 3.3: Excel; SharePoint / Network drives
R&D Document Management • (no data)
HA Commitment Management • 2.5: Excel; Email
HA Q&A / Correspondence • 3.5: Email; Excel; Paper; Network drives
Labeling • 3.4: Word; Network drives; Excel
100% 0%
= % projected in 2016
91%
91%
91%
85%
88%
94%
52%
45%
61%
46%
48%
48%
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<
<
<
<
<
<
= 2014 (interim analysis only)
2014 – Interim (stats may shift)
Source: 2014 Gens and Associates Industry Survey
Dilemma: Central Systems AND Local Tools Why are local tracking tools used?
Why Local Tools? • Local information not in central systems
• Local information is more accurate
• Easier to use and provide more flexibility / “agility”
• More convenient to access – e.g. performance and availability
• Can be integrated with other departments in the affiliate
• Better support for local HA regulatory compliance
Why Central Tools? • Provide global authoritative
management of key regulatory products, submission and label information
• Eliminate duplicate data entry
• Provide access to global data – see information from other affiliates
• Reduce the “status” queries from HQ
• Aggregate information quickly for decision-making and audit support
The “Dilemma”
Affiliates want central systems
BUT They must satisfy local requirements and be
easy to use
Affiliates size is significant, we typically segment the affiliate population into four cohorts (# = Reg. headcount)
Large (>10): May have robust internal systems and dedicated ops staff
Medium (5 – 9): mixture of tools and may have dedicated operational support
Small (<5): basic tools, “jack of all trades”, embraces global support for e-subs and global tools
Agent/distributor: Complexity of information management with 3rd party
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Affiliates do prefer to manage product, submission and label information in a central system
Typically found in central
• Full product descriptions and global registration status and history (e.g. formulations, packaging, labeling)
• Full dossier submission history and content
• Submission tracking (ongoing progress) • Planned submission dates and estimated
dates for dossier / docs delivery • Information to support PV and regulatory
audits • Non-regulatory information including
patent dates and reimbursement information
Local Info required to “decommission”
• Local timelines for submissions, renewals • HA meetings – scheduling and contact
reports • Filing fees • Annual notifications • Pricing and reimbursement • Certificates (CPP, GMP) • Shelf life and storage conditions • Dates related to manufacturing change
control and packaging components • Detailed local project tasks
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Top 3 Today – (61%) Product Registration – (48%) HA Commitments, Safety, and
R&D Document Management
What RIM capabilities will be most used at the affiliate level?
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Top by 2016 – (97%) Product Registration – (88%) HA Commitments – (76%) R&D Document Management, ,
Submission Planning, Labeling, and Correspondence
Significant
2014 – Interim (stats may shift)
Source: 2014 Gens and Associates Industry Survey
Productivity: Local Affiliate spend 40% (on average) Managing Regulatory Information
• Affiliates are spending a significant amount of time in non-value add activities
– Managing duplicate sets of information
– Responding to HQ requests for local status (no “trusted” authoritative source)
– Wide variety of tools to manage local information (Excel, SP, custom)
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75%
15%
6% 4%
Breakdown of 40% time spent managing Regulatory Info.
RIM Tool Usage
HQ Info Requests
Duplicate Data Entry
Finding Info
Non-Value Added
• There is widespread support for moving to central systems
– Usability, performance, and local requirements are key needs
– Local control over their information is very important; it is a clear requirement to be able to directly enter and manage their own information
• Affiliates state a preference for single “integrated” tools that support multiple RIM functions
– 37% of the affiliates have a local COTS or custom developed tool to support 3 or more RIM functions
Source: 2013 Gens and Associates Industry Surveys
What else is changing at the affiliate level?
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• More companies are utilizing third parties for affiliate marketing submissions as those nationalities transition to e-submissions
• Increased utilization of third parties requires a “re-think” on Submission Content Management
2014 – Interim (stats may shift)
Source: 2014 Gens and Associates Industry Survey
What are the biggest challenges when using a third party for dossier compilation?
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• #1 = Technology and document download speed • How can Cloud based solutions mitigate these challenges?
2014 – Interim (stats may shift)
Source: 2014 Gens and Associates Industry Survey
Usability: Prime area for Solution Provider Investment
• It’s about Usability Period! • Affiliate, Mobile, and Casual Users need a
“simple interface” for “just their task”
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2014 – Interim (stats may shift)
Source: 2014 Gens and Associates Industry Survey
What are views towards cloud solutions?
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2014 – Interim (stats may shift)
Source: 2014 Gens and Associates Industry Survey
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The Future: Global Capability, not Individual Solution Focus
Registration / Product
Mgmt.
Submission Forecasting
and Planning
HA Transactions (Correspondence
and Q&A)
Compliance, Inspections,
and Analytics
Enterprise Regulatory Information (Master Data) Data Quality & Governance
Authoring, Content Mgmt. &
Publishing
User Experience Layer (illustrative)
Process Engine / Basic Transactions
Analytics, Reporting and
Metrics
Personal Views Visualization
and Dashboards
Single Access Point
Smart Search
Casual User
Daily or Core User
XEVMPD Dossier
Implemented over next two
years
Evolve over the next 3 – 5 years
Vendor Investment
Dilemma
Next Generation CM
emerging
Balance Affiliate / Central Operational Needs
Native Application for experts, basic activities in portal / workflow
• Usability for the infrequent user community
• High usability = low change management need
Easy access + Ease of Use = Low Change Management Cost
Significant reduction (they don’t all go away) of “niche systems” & xls
Strict adherence to industry data standards (oil in the engine)
• Enables “cost effective” and “real-time” information exchange
Complete re-think on training in our video world
So what does a 2nd Generation Regulatory Capability look like?
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Do you have the proper balance of functional and geographic stakeholders in your requirements analysis?
Do you understand “daily life” at the Affiliate Level?
Has your IT group experienced performance/access benefits of alternative approaches to internal systems?
Have you thought through the right data entry / verification model; do you have the flexibility in models between regions?
What is your mindset (global or central first); do you have cultural understanding of the different styles across the globe?
Have you budgeted for one “everyone in a room” event
Helpful Tips!
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Conclusion
1) The world is getting smaller; daily local affiliate collaboration is “the norm”
2) Global systems are evolving, but need further usability investment to accommodate local needs (so they can simplify)
3) Administrative burden is rising at the local level where resources are the most constrained
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Contact Information: • 267-614-0935 • [email protected] • www.gens-associates.com
Reliable source for Industry Benchmarks & Independent Advice