2020 Veeva Commercial & Medical Summit

Pfizer: Moving to Lightning –Lessons Learned

Jacquelyn GoSenior Manager,

Pfizer Digital

Steph ShawDirector, Multichannel Product Management,

Veeva

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Agenda

Why Lightning? 1Pfizer’s Move to Lightning2Pfizer’s Best Practices for Execution3Key Takeaways4Q&A5

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Why Lightning?

Better UXInnovation Future is Lightning

Close Gaps

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Lightning Experience Improves Users Productivity

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Lightning Business Apps Deliver Tailored Experience

Brand Operations

Key Account Management

Primary Care Sales

Pharmacy Sales

Jacquelyn Go

Senior Manager, Pfizer Digital

June 9, 2020

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Disclaimer: This presentation, and any related discussions are solely the views, opinions and experiences of the presenter(s) and should not be presumed to reflect the opinion or the official position of Pfizer Inc. Examples and views provided herein, including strategies, goals, targets and indicators, are for illustrative purposes only and should not be regarded as representative of Pfizer Inc. or its portfolio.

To the extent that this presentation outlines a general technology direction, Pfizer Inc. has no obligation to pursue any such approach or to develop or use any functionality mentioned herein. Any suggested technology strategy or possible future developments are subject to change, at Pfizer’s sole discretion and without notice.

Content in this presentation is the intellectual property of the applicable creator and may be protected under the copyright laws of the United States and/or other countries. All trademarks are the property of their respective owners and are used for informational purposes only.

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Moving to Lightning

Why we chose to be an early adopter:

Next generation platform

Leverage Lightning experience features

Medical CRM (Global)

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Our LandscapeSix Veeva Orgs Globally

US

AMER (CA & LATAM)

EMEA (EU & AFME)

APAC

ANZ

Medical CRM (Global)

DiscoveryQ4 2018

Lightning assessment Inventory of custom components High-level scope Deployment strategy Stakeholder alignment

PlanningQ1 2019

Veeva Lightning readiness alignment Scope prioritization “must-remediate” Focus on “like-for-like” requirements Deployment approach (staggered orgs) Project structure Change management & training Project approval

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Our Journey

Global Org-level

DeploymentQ2 2019 ~ Q4 2020

Execution process by org:(Average duration of 8 months) Project kick-off Lightning migration (execution phase) Virtual user acceptance testing Virtual train-the-trainer Go-live Enhance hyper-care support Monitor user adoption Turn-off classic (1 month after go-live)

We are here

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Execution Phase Four-Phase Migration Approach by Veeva Org

Components Buttons Look-up filters VisualForce pages

Components Custom tabs & home

pages Page layouts Record sharing

Components URL & links Activities Notes, documents &

attachments

Full regression testing Migration of all user

profiles Migrate Veeva objects to

Lightning Final UAT Final migration to

production

a b c d

Lightning Experience TURNED ON

After each phase (a-c) is completed, a virtual UAT is conducted before changes are migrated to production

Enable Lightning experience, features & migrate custom components (non-Veeva objects)

Kick-off

Kick-off for each org

Engage stakeholders

Identify project champions

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Key Takeaways

Rollout Scope Management

• Global, regional or local

• Specific profiles or all-in

• Prioritize enablement of new features

• Consider like-for-like requirements approach

Assessment & Tools

• Leverage Salesforce Lightning readiness

• Lightning usage app for adoption reports

Change Management

• Engage business users early

• Define communication & training plans

Thank you

Thank You

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Learn More

• Enhancing Field Efficiency: Lightning and CRM MyInsights

Wednesday, June 10 – 3:00 pm

• Use Cases for Lightning Business Apps

Wednesday, June 10 – 4:00 pm

Related Sessions

• Visit the Solutions AreaChat with Veeva expertsBook a 1:1

• Connect via BraindateMeet with other attendees on topics of interest

Connect & Learn

Jacquelyn GoSenior Manager,

Pfizer Digital

Amanda NelsonGlobal Sales Enablement Lead,

Global Communications Operations, Pfizer

Peter CharlwoodDirector Solutions Engineer,

Pfizer Digital

Steph ShawDirector, Multichannel Product

Management, Veeva

Questions