Implementing Veeva Align –Technical Overview
Ben LawsonPractice Manager Network & Align Services, Europe
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Agenda3 What does a typical project plan look like?
How can Veeva Align be deployed?2
How is Veeva Align implemented?1
Summary and Key Takeaways4
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How is Veeva Align Implemented?
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Veeva has developed a proven process for migrating to Align
1
Technical Kick Off
AlignTechnical
SetupBusiness Kick Off
2 3 4
RuleDefinition
& Validation
5
Production Deployment
6
Post Go LiveClean Up
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Technical Kick Off
A technical workshop to agree on the details of the new architecture
Align Technical Overview
Establish success criteria (KPI’s)
CRM Architecture impact review
As Is Account visibility in CRM
Security & Governance
CRM Integration & Data Migration
Define cutover approach
Functional user profile definition
Data visibility & governance
Integration to additional systems
IT Veeva
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In the Sandbox, the integration between Align and CRM is set up
Align& CRMsetup
Products & Metrics
Customer Data
Users
Explicit Assignments
Address & relations Account
Product Product Metrics
Roster Member
AccountTerritory
Seamless CRM integration
Account Address & relations
Product Product Metrics
User
AccountShare
Veeva
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Data is extracted from CRM and loaded into Align via CSV
User to territory map
Current Territory Structure
Brick / Zip Rules
Assignments
Territory
Member Territory
Geography Territory
AccountTerritory
Manual Extract & Load
Territory
User Territory
B2T / Z2T
AccountShare
Product to Territory mapTerritory Product MySetup
Initial Data Loads
Veeva
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Additional supporting data can be created in a template and loaded via csv
Groups of bricks / zips
CSV Load
Groups of territory
Assignment Rules
Account Exclusion
Footprint
Field Force
AccountRules
Account Exclusion
Footprint
Field Force
Assignment Rules
Additional Data Loads
Veeva
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BusinessKick Off
Functional training workshop for Align business users
Final requirements gathering for data mapping
Align Overview
Pre-Configured Sandbox used
Rules & Modelling Deep Dive
How to set up assignment rules
Requirements and gap analysis
Overview of basic Align features
How to review the impact of rules on alignments
Confirm user setup and data visibility
Identify additional CRM fields to map
Establish baseline knowledge for next phases
How to publish model and deal with rep feedback
Business Veeva
+
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BusinessUserTraining
Set up model for new alignment
Configure rules
Publish model for rep feedback
Set feedback deadline
Adjust model based on feedback
Run rules Push to reps
Refine rules
Leverage direct assignments and exclusions
Review results and adjust if needed
Reps submit feedback
Modelling, Feedback & Refinement
Review results and adjust if needed
Assignment Rules Created in the sandbox
Assignments tuned leveraging the Align UI and Rules EngineBusiness Veeva
+
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Clean up
End date any legacy duplicate alignments
Review & approve final alignments
Business
Old CRM Assignments
Rule Based Assignments
Duplicate Assignments
Rule Based Assignments
Explicit assignments to be investigated
Veeva
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System Validation
Plan UAT / System Validation
Execute UAT / System Validation
Write test scripts
Arrange testers and plan logistics
Business IT Veeva
++
IT sign off
Business sign off
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Deploy toProduction
Integrate Align Prod with CRM Clean Up Publish to CRM
Set up seamless integration
Perform data loads
Remove any duplicate pre-existing alignments
Clean up legacy alignments in CRM
Migrate alignment rules from SBX
Push new alignments from Align to CRM
Migrate from Align/CRM sandbox to Production
IT Veeva
+
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Post Go-LiveClean Up
Set up model for new alignment
End date all explicit legacy alignments
Adjust model based on feedback
Refine rules
Publish to Production
Set feedback deadline
Leverage direct assignments and exclusions
Push to reps Review results and adjust
Business
Clean up remaining explicit assignments
Leverage modelling and feedback
What does an Align project plan look like?
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European Align Pilot Implementation: Example Timeline
Week 5Week 4Week 3Week 2Week 1 Week 6 Week 7 Week 8
Alignment Sign-off Go-Live
Technical Kick-off
Technical SetupIntegration with CRMInitial data loads
Business Kickoff& Align Administrator Training
Assignment Rules DefinitionAlign-CRM data mapping finalizationComparison with assignments loaded from CRMRemoval of duplicate pre-existing assignments
Final ValidationAssignments final checksVeeva CRM End-to-end testing
Production CutoverAlign Admin training
• Scenario:• Customer already using Veeva CRM
• Up to 3 countries in scope
• Integration of Align with other systems out of scope
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How is Veeva Align Deployed?
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3. Deploy Align to additional Countries
in waves
2 Deploy Align pattern to pilot Countries
1 Build core Align configuration pattern
Single Align Pattern covers all countries
Mapped to CRM data model
Adjust rules for additional countries
Cost Effective
Non-interruptive cutover
Gather & Apply User Feedback
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Does it matter when in the sales cycle Align is deployed?
Timed to coincide with a new cycle with new assignments & targets 1Align can be deployed at any
point in the Sales Cycle
Mid-cycle deployment leveraging CRM import 2
Key Takeaways
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Key Takeaways
Set clear success criteria before starting (KPI’s) Plan the deployment & cutover approach upfront and agree with all stakeholders Hold technical IT workshop & set up the platform before engaging with the business Train the business early in the project Enter UAT and go live with well trained users Leverage the rules engine and modelling to refine assignments during the project Import all CRM legacy assignments to avoid a gap at cutover Clean up any legacy assignments as a BAU activity
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Thank You
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