using ihelp to help users help themselves in siebel ctms

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Using iHelp to Help Users Help Themselves in Siebel CTMS February 21, 2013 Parambir Singh Vice President of Clinical Trial Management Solutions BioPharm Systems Richard Gavan Consultant BioPharm Systems

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Using iHelp to Help Users Help

Themselves in Siebel CTMS

February 21, 2013

Parambir Singh Vice President of

Clinical Trial Management Solutions

BioPharm Systems

Richard Gavan Consultant

BioPharm Systems

Welcome & Introductions

Param Singh Vice President of Clinical Trial Management Solutions BioPharm Systems, Inc.

• CTMS practice head since 2007 – Expertise in managing all phases and styles of clinical trials

– Leads the team that implements, supports, and enhances Oracle’s Siebel Clinical and LabPas solutions

• Extensive Siebel Clinical implementation experience – 11+ years of experience implementing Siebel Clinical

– 30+ implementations and integrations

– Spearheaded the creation of ASCEND, an official Oracle Accelerate Solution for Siebel Clinical

[email protected] | (210) 454-5192

Welcome & Introductions (cont.)

Richard Gavan

Consultant

BioPharm Systems, Inc.

• Specializes in system documentation and training

– Created the iHelp content package for ASCEND

– Maintains, edits, and customizes training materials for

BioPharm clients

– Delivers Siebel Administration and iHelp Administration

training courses

– Provides administrative, help desk, and testing support for

clinical applications

[email protected] | (650) 292-5332

Welcome & Introductions (cont.)

CTMS Practice Services

Implementations Manage implementations of Siebel Clinical, Siebel Clinical ASCEND, and Oracle Health Sciences LabPas.

Integrations Build interfaces between Siebel Clinical or LabPas and other clinical and non-clinical systems.

Training Develop and/or deliver standard and custom training classes and materials.

Process Guidance Provide insight, advice, and solutions to specific clinical trial management issues.

Agenda

• Approaches to Siebel Training

• What is iHelp?

• Key Benefits

• Use Cases

• Demo

• Administering iHelp & Developing Content

• Summary

• Q&A

• Additional Resources

Approaches to Siebel Training

• Instructor-Led

– Classroom style training with hands-on practice

– One-on-one training with hands-on practice

– Remote training (web conference)

• eLearning and computer based training modules

• Lectures/Seminars

• Self-Guided

– Documentation, such as user manuals and work instructions

• Combination of methods

What is iHelp?

• An in-application on-screen tool that is…

– Context-Sensitive (knows where you are)

– Interactive (shows you what to do)

– Highly configurable (customized to your organization)

• Opens up in the Action Pane

– Left-hand pop-out panel of any screen for which an iHelp article exists

• Step-by-Step Instructions

– Includes direct links to screens/views required for task

– Highlights fields and buttons

– Branches based on custom business logic

– Can include links to external resources

Key Benefits – End Users

• Available on-demand, directly in the Siebel application

• Content is 100% relevant to each organization

• Internal screen/view links move users to where they need

to be to perform the task

• Field and button highlights show users which fields they

need to be working with at a particular step

• Branching feature allows content to adapt to user actions

• Hyperlinks connect to external resources

• Reduces help desk support calls by empowering users to

help themselves

Key Benefits – Administration

• No back-end configuration needed – all articles can be

created and maintained through front-end user interface

• Can be edited and tested in a live environment without

affecting end-user experience

• Completely scalable

• Little-to-no performance impact

• Individual articles can be easily imported and exported

from one environment to another through the UI

• Batch import/export available via Siebel’s ADM tool

When is iHelp Useful?

• Guide users through tasks of varying length – Short – Data entry (e.g., enter a new subject for a site)

– Medium – Administration/management tasks (e.g., creating protocols)

– Long – More complex tasks that span multiple screens (e.g., creating state models)

• Provide tips and reminders – Can set up short iHelp items listing a few tips and reminders

(e.g., “Search Tips”)

• Support beginner and advanced users – New users: Guide them through tasks until memorized

– Experienced users: Remind them how to do tasks rarely performed

Demo

Administering iHelp & Developing Content

• Organize steps using a java-based workflow editor in the

Designer view

• Enter content using an iHelp form applet in the explorer tree

iHelp Lifecycle & Version Control

• iHelp items appear as a set of records with different

versions and statuses

Active

Deactivated

In progress

Create New iHelp

Deactivate or Revise

Deactivate

Revise

Outdated(old version)

Summary of iHelp Features

• A context-sensitive, interactive and completely customizable

help system featuring internal links to screens/views, field and

button highlighting, and adaptive “branching” functionality

• Assists users with short tasks and longer processes: instructs,

guides, and reinforces prior learning

• Allows for well-placed tips, reminders, and links to external

resources

• Empowers users to help themselves and reduces amount of

support needed for Siebel users

• Minimal impact on system performance

• Easy to scale to match your user base

How BioPharm Can Help

• Services

– Demonstrations

– Workshops

– Training analyses

– Custom training development

– Custom training delivery

– Conversions of existing training materials into iHelp articles

• Products

– Siebel Clinical iHelp Package (30+ articles)

– iHelp Administration Training Course

– Access to BioPharm’s sandbox environment

Q&A

Additional Resources

• Siebel Applications Administration Guide, Chapter 7:

Creating and Administering iHelp

• Siebel Fundamentals, Chapter 6: Using iHelp

• Oracle’s Siebel 8.1.x Application Administration Course

• BioPharm’s Siebel iHelp Development and Administration

Contact Us

• North America Sales Contact:

– Rod Roderick

[email protected]

– +1 877 654 0033

• Europe/Middle East/Africa Sales Contact:

– Rudolf Coetzee

[email protected]

– +44 (0) 1865 910200

• General Inquiries:

[email protected]