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Copyright 2005 Octagon Research Solutions, Inc. All rights reserved
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About Octagon
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Octagon Research Solutions, Inc. is a development partnering organization that offers regulatory, clinical, process and IT solutions to the life sciences industry
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The Octagon Advantage: •
Deep Domain Knowledge
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Cross-functional eSub Expertise
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A Holistic Process Approach
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Creative Use of Technology
Copyright 2005 Octagon Research Solutions, Inc. All rights reserved
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Your Speaker
Michelle Mc Guinness Director, Solution Business Development mmcguinness@octagonresearch.com 610-535-8300 X 577
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Submission Process Management: Managing the Process into Submission
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Learning Objectives
• Four key components of the submission management process • Importance of submission process metrics and process visibility • Understand the critical questions that competitive organizations can answer about the submission process
Copyright 2005 Octagon Research Solutions, Inc. All rights reserved
What is submission management?
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Art or a Science?
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What is submission management?
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Art or a Science?
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How do you manage your submissions?
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• Tools – – – –
MS Office Applications Email Voicemail Post-it notes
• Communication – Project Team meetings – Status Reports
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The Process
Submission Process: A collection of people, actions, events and deliverables that are geared toward the development of of a regulatory submission – Four key components of successful submission process management • • • •
Content Tasks Resources Issues
– Each component has specific information associated with it – submission process metrics
Copyright 2005 Octagon Research Solutions, Inc. All rights reserved
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Managing Content
Requires planning and tracking throughout development – Author, review and approval processes – QA and QC processes
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Dependencies may impact (delay) completion of other components (reports, summaries)
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Someone in process must be accountable for delivery
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Content standards in place (templates)
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Must be provided in a specific format “submission ready” (**Best Practice**)
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Managing Tasks
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Standard procedures detailing the necessary activities
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Different deliverables require different tasks to be completed
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Time and resources are associated with each task
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If one task isn’t completed or takes longer than expected, other pending tasks may be affected
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Tasks should be aligned with submission goals
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Managing Resources
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Defined by availability and skill level
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Competencies are impacted by experience – Skills may increase over time – Familiarity with outdated requirements may be irrelevant
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Require significant and specific training investment – – – –
New technology solutions (PDF, XML backbone) New deliverables based on industry standards (eCTD, CDISC) New corporate standards (templates) New processes may be required (new roles)
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Managing Issues
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“Unplanned events” crop up throughout the process
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Most common scenarios – Inaccurate project plans – Out of date processes require rework • Hand-offs between functional areas • Content owner doesn’t understand deliverable requirements
– QA/QC processes are not optimized • Issues are identified late in process (cost increases)
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Identification and resolution require time and resources – Diversion of skilled resources during peak business cycles
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Recurring issues (trends) allude to process problems
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Accurate
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Relevant (actionable)
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Recent (real time)
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Presented in the context of the larger process
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Span functional areas
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Address all aspects of the process (content, resources, tasks & issues)
Good submission process metrics are…
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360° Views
Submission process metrics provide perspective – Past – benchmarking • Build on previous experiences and reflect organizational competencies • Use historical data to support present activities
– Present – analysis • Real-time, actionable information • Minimize rework and bottlenecks
– Future – modeling • Enable accurate and realistic planning • Develop “what if” scenarios to determine viable options Copyright 2005 Octagon Research Solutions, Inc. All rights reserved
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Critical Questions
Strategic – Cross-project level Do I have the resources to manage all planned projects over the next 1-3 years? Does my group/organization have the band width to handle a unplanned project? Do I see any potential “bottlenecks” over the next 1-2 years? Do I see consistent trends across projects which should be addressed?
Copyright 2005 Octagon Research Solutions, Inc. All rights reserved
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Critical Questions
Strategic – Project level How long will it take to produce our submission? Will we meet our deadline? How do we get back on track? Can I affect change in real-time to eliminate delays and rework? What impact will other projects have on my ability to have the resources I need?
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Critical Questions Operational – What are my key issues? –How are issues impacting timelines? –Are issues being resolved? –Is there a trend in the project issues? –How do I prevent this from occurring next time?
– Are resources with the appropriate capabilities and proficiency levels available for the tasks assignments? – How long should a task take? – How will an unplanned change to the content plan impact my submission? Copyright 2005 Octagon Research Solutions, Inc. All rights reserved
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Critical Questions Tactical – How long should a task take? –How long have I spent working on this task? –When is my task due?
– What tasks are assigned to me? –What tasks should I be working on now?
– How has this issue been resolved in the past? – How can I resolve multiple issues of a similar type at one time?
Copyright 2005 Octagon Research Solutions, Inc. All rights reserved
Benefits of Managing the Submission as a Process
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Provide predictive data to support proactive plan shifts
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Assist in identification/resolution of systemic problems – An issue or inefficiency may exist “between” departments – Metrics provide feedback associated with level of quality – Training is often the answer
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Provide options during the process
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Provide justification for resourcing strategy or project direction
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Provide confirmation that resources are aligned with corporate goals (an approved submission)
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Provides confidence in your process!
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ViewPoint
What is ViewPointTM : ViewPointTM was created to unify process, content, and connectivity. It creates a centralized system that enables real-time visibility into an organization’s critical path processes, planning, resources and metrics.
Key Components: Content --- Tasks --- Resources --- Issues
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The ViewPoint Solution
“Submission Process Optimization”
Project & Cross-Project Visibility
Deliverables
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Four key components of the submission process – – – –
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Learning Objectives
Content Tasks Resources Issues
Importance of submission process metrics and process visibility – On time, according to plan – On budget
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Understand the critical questions that competitive organizations can answer about the submission process – Eliminate rework – Optimize resources
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Conclusion
If you can't describe what you are doing as a process, you don't know what you're doing. -Deming (1900-1993)
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Join Us for Our Next Webinar!
Regulatory Submissions and Advisory Committee Meetings: Preparing Your Organization for Success
Part 3: Bringing it all Together April 19, 2005 11:00 a.m. EST www.octagonresearch.com For additional information about ViewPoint or Octagon Research Solutions, please contact us: Info@octagonresearch.com 610-535-6500 Copyright 2005 Octagon Research Solutions, Inc. All rights reserved