Cooking with Vault The Platform Application · ®2014 Veeva Systems –Company Confidential...
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Cooking with Vault – The Platform Application October, 2014
Transcript of Cooking with Vault The Platform Application · ®2014 Veeva Systems –Company Confidential...
Cooking with Vault –The Platform ApplicationOctober, 2014
®2014 Veeva Systems – Company Confidential veeva.com | 2
Part I
Introduction
Mixing the Batter (Data and Content Definition)
Pouring the Mold (Lifecycles and Workflows)
Part II
Adding the Trimmings (Reports and Dashboards)
The Extras (Custom Defined Actions)
Agenda
Introduction
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Who We Are
Eric Makovsky
Director, Sales Engineering
George Lee
Senior Product Manager
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Welcome to our Show
Interactive session to build a platform application
Examine the major parts of an application configuration
Learn the latest and greatest vault
configuration features
Tips and tricks to a better,
faster configuration
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Today’s Recipe
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Label Process
Initiate Artwork Create Artwork Review and Approve
Draft/Pending
Initiation
Art Initiated Proofing
Approved for
Distribution
Distribute to Site
Demonstration
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What It Used to Take
Weeks of requirements gathering
without visualizing the end product
Configuration outside of the
application, leveraging external
tools, XML files, etc.
Application integrations utilizing
complex code libraries bound to
specific development platforms
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Vault Platform Capabilities
Document Types/Objects
Base type
Product object
Baseline metadata
Lifecycle and Workflow
General lifecycle
Binder lifecycle
Collaboration & Presentation
Multi-device access
Reports and dashboards
Mixing the Batter(Doc Types and Fields)
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1 part new Document Type
3 parts new Property Fields
2 parts Objects
Mixing the Batter
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Definition of a classification of
content
Managed as a hierarchy
Configure context
Name
Basic security
Naming convention
Filters
Document Types
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Document Metadata Fields
Descriptive document properties
Hierarchical or independent
Fields and rules
Text, date, pick list
Formula, object
Layout
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Objects
Describes data definition (e.g.
Product, Site, etc.)
Manage parent/child
relationships
Leveraged in document
metadata fields
Pouring the Mold (Lifecycles and Workflow)
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Pouring the Mold
1 new lifecycle template to
model the artwork flow
1 new workflow to support
an engineering, medical,
legal approval
Gently add together through
actions
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Lifecycle
Defines how a document
is managed from creation
through steady state
Configured to define
States
Roles
Security
Actions
Each document is mapped
to a lifecycle
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Lifecycle Tips
States mirror real-world milestones and transitions
Keep all possible document process in mind
Use roles and groups to control
Document access
Default work assignments
Use entry action to automate and entry criteria to ensure quality
Use conditional user action to vary what can be done when
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Workflow
Manages the process to move
between lifecycle states
Configuration defines
Roles on a workflow
Steps of the workflow
Business rules
Workflow definitions are
maintained per lifecycle
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Workflow Tips
Automate through “Decision” step
Parallelize approval tasks for more efficiency
Send tasks to a queue
Automate metadata update with “Update Field” step
Keep workflows simple and focused
Capture process data for reporting
Copy workflows for modification or reuse
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Complete the session survey with the Veeva app
Thank you
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