Pre_scribed Webinar 5- Implement Your Program

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This webinar focuses on the technical aspects of your program with an emphasis on development, testing, workflow management, and regulatory review process support. This session also provides a tool overview and best practices for Web Content Management Systems.

This discussion will include:

Overview of the Development Process
Testing
Related Operational Processes
Workflow Management
eSig
Content Management Systems
Hosting
Development within the confines of a Regulated environment

Published in: Business, Technology
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  • Update Dial-inRob- Mention questions
  • Rob
  • Heading: About VodoriSubheading: Strategy, Creative, and Technology for Full Lifecylce----- Meeting Notes (11/10/11 17:06) -----Not animated but highlight "APPLY" add lifecycleInsert a rackspace intro slide after this
  • call out Rackspace in the quadrant
  • Nathan- TOC for set up, Nathan to get back to us on feedback
  • Environment set up- Local development, staging/QA, WIP, ProductionSetting up the web server, DNS, server configuration*For an existing site— content migration, upgrades, platform changes, etc.ProgramingFront-end (HTML)Back-end development (complexity drives up cost, as well as timeline)Content Loading TestingQA internally, UAT, and client approval (legal might need to sign off on the site as a site, i.e., CEO) Need to know who needs to approve, how often, DeploymentTasks that are required that are needed to make the site live (could be different for every situation)_________________________________2 scenarios:one where we do the dev within our environment (RS VIP- Rackspace- Vodori Internet Platform) (managed hosting through RS, awesome support)one where we do the dev and then hand it off to an internal IT team’s environment (risk, and variability)Two main routes: Client doesn’t see it again until the dev is final (Small project or not technically complicated one) Have scheduled and iterative reviews/checkpoints (For larger more technically complex projects) (basically waterfall vs. agile)Make sure that the requirements are solid at the onsetScope change mid-project is detrimental to the overall success of the project (Impact to cost/timeline)Agency tests internally (sometimes including project stakeholders, not often end-users) UAT testing with test scripts (often via phone) to test functionalityCould be beneficial to have an animation that shows physical people moving a document around from one person to the next so that we can compare old/offline vs. new/online processesChristineWhat happens after seeing the design?When does marketing interact? Who are the people involved?Front end/Back end devTesting environment (UAT)Comp reviewed by the clientRevisions made/design approvedKick-off with dev team, front-end and back end at the same timeTwo main routes: Client doesn’t see it again until the dev is final (Small project or not technically complicated one) Have scheduled and iterative reviews/checkpoints (For larger more technically complex projects) (basically waterfall vs. agile)Make sure that the requirements are solid at the onsetScope change mid-project is detrimental to the overall success of the project (Impact to cost/timeline)Agency tests internally (sometimes including project stakeholders, not often end-users) UAT testing with test scripts (often via phone) to test functionality----- Meeting Notes (11/15/11 15:21) -----kill previous version
  • Help marketers understand what goes into development and what impacts cost most2 scenarios:one where we do the dev within our environment (RS VIP- Rackspace- Vodori Internet Platform) (managed hosting through RS, awesome support)one where we do the dev and then hand it off to an internal IT team’s environment (risk, and variability)----- Meeting Notes (11/10/11 17:06) -----Repeat scope change aspect system integrations move the hosting to the hosting section----- Meeting Notes (11/10/11 17:14) -----Christine
  • [Greg]Tieing into other marketing initiatives (final check with other offline marketing efforts) move systems to previous slideAdd a portion on accounting for regulatory review when scheduling
  • [Greg]
  • Often an unforeseen cost, when choosing an implementation partner you want to make sure that they have experience in the industry so that they can advise you along the wayAuditing is the broader topiceSigputs more formal rqs around auditing. At what state in a contents piece of need to be signed off oncollects all the required data neededRE-loginBiometrics, RSA, etc. to authenticate the userWe should include HIPPA & PCI complianceAnother thing that is easy to implement but very important These are the things that blow up costChallenges:Needs to be validated, has a very high level ofLooks at the security of the data that is being transferred, that bogus data isn’t hitting the databaseIs a company by company determinationWorkflow does 2 things:Relevant details are recordedURL, date, time, what version of the content, who performed the change/action,All stored on the client server in case of an FDA auditbenefit is that instead of going through multiple binders of print outs the client can instead just generate a report of all actions takenAllows user loginValidates their identity against internal records (makes sure that the username and passwords are valid and have proper publishing permissions) We don’t store that information but is allow that verification to happen (needs word-smithing)[Could be a good content source: http://www.arx.com/digital-signatures-faq]eSignatureWhat is it?What are the benefits?Audit trailWorking in an insecure environment (contractors offsite, large company, etc.)Challenges:Needs to be validated (industry best practice, look into what this means) (Implementation is easy)Needs to be taken into consideration when scheduling Looks at the security of the data that is being transferred, makes sure that bogus data isn’t hitting the databaseIs a company-by-company determination2 views:Tracking regulatory signatures as mandated by a governing bodyHIPAARegulations for storing medical information--------------------------------------------------------------------------------Workflow does 2 things:Relevant details are recordedURL, date, time, what version of the content, who performed the change/action,All stored on the client server in case of an FDA auditBenefit is that instead of going through multiple binders of print outs the client can instead just generate a report of all actions takenAllows user loginValidates their identity against internal records (makes sure that the username and passwords are valid and have proper publishing permissions) We don’t store that information but is allow that verification to happen (needs word-smithing)----- Meeting Notes (11/10/11 17:14) -----Christine
  • Requirements Gathering:Before Wireframes & Design even starts your requirements need to be solid. What does the site/system need to do? Reference past webinarsChoosing a system:What are the considerations to keep in mind?Will it tie into X? Do I need to publish to multiple channels? Do I need reporting? What kind?----- Meeting Notes (11/10/11 17:06) -----[Nate]multi-channel is all we probably need to saytake the summary out here but keep it in the latter version----- Meeting Notes (11/15/11 15:21) -----Sweep for final review
  • Nate
  • ----- Meeting Notes (11/10/11 17:14) -----Nate
  • ----- Meeting Notes (11/10/11 17:14) -----Nate
  • ----- Meeting Notes (11/10/11 17:14) -----Nate
  • ----- Meeting Notes (11/10/11 17:14) -----Nate
  • Redraw this chart in PPT
  • Add Byron to this slide 210-312-6205Rob and/or Nicole to ask the Q & A questionsCheck to see that we can un-mute Byron
  • Pre_scribed Webinar 5- Implement Your Program

    1. 1. 6 doses for a healthyglobal online marketing launchWebinar 5: Implement Your ProgramPresented by:Byron Cohen, Nicole Holly, Nathan Kurtyka, Greg Lyon & Christine MortensenAsk questions:• through the Chat window in the upper right corner of your screen to: Pre_Scribed - Questions• via Twitter to @Pre_Scribed• via email at Pre_Scribed@vodori.com Audio access: Pre_Scribed is a webinar series sponsored by: Phone number: 1-650-429-3300 Access Code: 790 627 426 Meeting Password: Wave1234
    2. 2. Pre_Scribed Webinar Series Overview 6 Modules about Developing a Successful Online Marketing Program for Biotech, Pharmaceutical and Healthcare Companies 1 Define Goals for Your Global Online Marketing Program 2 Find Partners & Devise a Game Plan 3 Design Content to Fit Your Goals 4 Coordinate your Channels 5 Implement Your Program 6 Evaluate Your Success, Maintain Momentum, and Grow Your Program Please stay in touch with us through Twitter by following us @Pre_Scribed and also by checking our Pre_Scribed page (http://www.vodori.com/pre-scribed.html) for updates. Step 5: Implement Your Program November 16, 2011 | 2
    3. 3. Pre_Scribed About Vodori Understand: Create: • current interactive portfolio • wireframes • business objectives • visual design • user needs • content for all written • competitive landscape and visual media To create a plan for To cohesively express brand relationship building online personality online FULL LIFECYCLE SUPPORT Provide: Apply: • training • Vodori methodology • ongoing support coupled with best-in-class • online marketing program technologies management (SEM, Social Media, etc.) To build the online presence To ensure continued success Step 3: Design Content to Fit Your Goals June 8, 2011 | 3
    4. 4. ABOUT RACKSPACE® Founded in 1998 Headquartered in San Antonio, Texas 9 worldwide data centers A recognized “leader” by Gartner 3,799+ employees, or Rackers (Q3/11) 161,422 + customers and growing (Q3/11) 78,717+ Servers (not including Cloud Servers) Listed NYSE 2008 (RAX)Source: Gartner Magic Quadrant
    5. 5. Pre_Scribed Overview • Development process overview • Impacts to cost • Rollout • Workflow management • Audit considerations • eSignature implementation • What to Look for in a Content Management System • Pepper® • Hosting Step 5: Implement Your Program November 16, 2011 | 5
    6. 6. Pre_Scribed Development Overview Environment set up- Local development, staging/QA, WIP, Production Setting up the web server, DNS, server configuration Programing Front-end (HTML/CSS) Back-end development Content Loading For an existing site— content migration, upgrades, platform changes, etc. Testing QA internally, UAT, and client approvals Deployment Tasks that are required in order to make the site live (different for every situation) Step 4: Coordinate Your Channels September 14, 2011 | 6
    7. 7. Pre_Scribed Impacts to Cost 1 2 3 4 5 Technical complexity Project Timeline Scope change In general, the more A variety of factors can Adding or subtracting complicated the impact overall timelines functionality at the project, the more likely a but working within a development phase after custom solution is compressed timeframe requirements gathering is necessary. drives cost up quickly. often detrimental to any • Feature-rich • Adding more budget • Multiple systems developers does not • The Define phase aims integration always mean manage expectations • Multiple engineers accelerated progress • Experimental? Step 5: Implement Your Program November 16, 2011 | 7
    8. 8. Pre_Scribed Rollout: Related Operational Processes Systems • Thorough understanding and QA of all systems impacted by website (CRM, ERP, etc.) Training • Who? (internal and external) • What? (one size fits all or tailored to individual user?) • How much? (one time or ongoing?) Cross-Channel Coordination • Coordination of offline and online marketing activities • Announcing the launch of new web presence on legacy channels Legal, Medical, & Regulatory Review • Final review and approval before launch • Clear process for ongoing review cycle Step 5: Implement Your Program November 16, 2011 | 8
    9. 9. Pre_Scribed Workflow Management Therapy.com Therapy.com Therapy.com Therapy.com Step 5: Implement Your Program November 16, 2011 | 9
    10. 10. Pre_Scribed Audit Considerations eSignature overview • Puts more formal requirements around auditing • Collects all the required data needed • Users have to re-login so that the system can authenticate the user against internal records • Benefit for non-regulated industries when working in an unsecure environment (e.g., fragmented workforce that may set up shop in a coffee house) Considerations: • Determine what state does content need to be signed off on • Determine how will you authenticate (e.g., Biometrics, RSA, etc.) Challenges: • Needs to be validated, has a very high level of detail and accuracy • Needs to be completely secure (cannot change historical data) HIPAA & PCI compliance • These are relatively easy to implement but very important to plan ahead for • These are additional technical factors that can dramatically increase cost To avoid unforeseen costs, choose an implementation partner with industry expertise so that they can advise you along the way. Step 5: Implement Your Program November 16, 2011 | 10
    11. 11. Pre_Scribed Integration of Electronic Signature - Full Change Request Processing1 User creates new change request2 User initiates workflow to route request for review and approval3 Reviewer approves request and must provide an electronic signature to publish the change Step 4: Coordinate Your Channels September 14, 2011 | 11
    12. 12. Pre_Scribed Checklist: What to Look for in a CMS Does the content management system you are considering include:  Usability (for non-IT people)  Performance & Scalability  Simple to use for non-IT  Ensure that the platform is elastic to handle  Intuitive surges in traffic  Allow for future growth (jump from 1,000  Internationalization visitors/month to 100,000 visitors/month)  Handles multiple sites in different languages (Translations) rather than a toggle between  Workflow / eSignature languages on the same site.  Facilitates online review of content  Mobile support  Auditing  Support dedicated mobile sites as well as  Accountability for regulated environments support a mobile-friendly version of an  Robust security / Hack-proof existing site  Update content for mobile versions environment  Role-based permissions  Preview what content will look like via mobile device  Expandable / Customizable  Multi-channel publishing (today’s and  Room to grow, add new sections, functionality, etc. tomorrow’s channels)  Updates to existing site(s)  Analytics Integration  Microsites  Integrate third-party analytics: Google Analytics,  Facebook and Twitter Omniture, etc.  Emerging communities, i.e., Google+  Native analytics, real-time data* Step 5: Implement Your Program November 16, 2011 | 12
    13. 13. Pre_Scribed Step 5: Implement Your Program November 16, 2011 | 13
    14. 14. Pre_Scribed Step 5: Implement Your Program November 16, 2011 | 14
    15. 15. Pre_Scribed Step 5: Implement Your Program November 16, 2011 | 15
    16. 16. Pre_Scribed Content Management Systems Screenshot of P3, speak to the features (we have all of the above) Step 5: Implement Your Program November 16, 2011 | 16
    17. 17. Pre_Scribed Content Management Systems Screenshot of P3, speak to the features (we have all of the above) Step 5: Implement Your Program November 16, 2011 | 17
    18. 18. Pre_Scribed Hosting Basics Common Customer Needs: 1. Corporate Websites – Primary Site for Brand/Business that often serves as primary interface with customer 2. SaaS Hosting – Software delivered from B2B or from B2C via the web 3. Rich Media Site – Highly interactive websites serving dynamic web pages that deliver large/growing volumes of digital content Common Pain Points: • Reliable performance to ensure good end user experience • Must be able to scale to maintain brand integrity and unpredictable traffic loads • Able to make changes quickly to keep site relevant/competitive • End user must be able to quickly and reliably access digital and static content • Scalable storage • Secure • High availability Step 5: Implement Your Program November 16, 2011 | 18
    19. 19. Pre_Scribed Hosting – Rackspace Solutions Platform Fits: Cloud Hosting (multi tenant) Good fit for sites that need scalable and affordable hosting and storage solution. Dedicated Hosting Good fit for customers that need highest level of customization, security/data isolation, high I/O database, high CPU and memory requirements, dedicated storage, etc. RackConnect (hybrid hosting) Good fit for sites that need scalability of the Cloud, but need high performance database, isolation of a dedicated backend, dedicated storage, etc. Step 5: Implement Your Program November 16, 2011 | 19
    20. 20. Pre_Scribed Thank You! Ask questions: via Twitter to @Pre_Scribed • via email at Pre_Scribed@vodori.com To learn more about this series, visit: http://www.vodori.com/pre-scribed.html For further information about this For further information about presentation, contact: hosting solutions, contact: Rob DeMento Byron Cohen 312.324.3626 210.312.6205 rob.demento@vodori.com byron.cohen@rackspace.com Step 5: Implement Your Program November 16, 2011 | 20

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