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Using Siebel SmartScripts
 to Streamline Processes
         in Siebel Clinical

              Sally Sweeney


                       1
Welcome & Introductions

  Sally Sweeney
  Senior Consultant – BioPharm
  Systems, Inc.
  • 5 years of experience in Siebel
  • 7 implementations of Siebel
    Clinical
  • Participated in implementations,
    integrations, enhancement
    releases, and upgrades




                  2
Tutorial Agenda

  Time      Topic

  4:30 pm   Welcome and Introductions

  4:35 pm   Benefits of SmartScripts

  4:40 pm   Features and Functions of
            SmartScripts
  4:50 pm   Demonstration of a Clinical
            Business Process as a
            SmartScript
  5:20 pm   Interactive Discussion




               3
Benefits of Siebel SmartScripts

• Provides the ability to enforce
  business processes
• Guides users through the steps
  of the processes
• Easy to use
• Reduces Training Time
• Implementation does not require
  configuration

               4
Benefits of Siebel SmartScripts

• Provides the ability to enforce
  and standardize business
  processes
  Siebel SmartScripts is a software-
   controlled workflow that provides a
   way to create an enforceable
   business process as a “script”.




                   5
Benefits of Siebel SmartScripts

• Guides users through the steps
  of the processes
  The Script is “smart” in that it guides
   the user through the business
   process by presenting questions then
   automatically executing decision logic
   to lead the user through the script,
   depending on the responses given.



                   6
Benefits of Siebel SmartScripts

• Easy to use
  A user does not need to know how
   to navigate through the Siebel
   hierarchy in order to complete the
   tasks
  Descriptive information can be
   presented within a script, when
   necessary, to further aid in the
   user’s understanding of certain
   tasks and steps.
                   7
Benefits of Siebel SmartScripts

• Reduces Training Time
  Users whose only responsibility is
   to carryout the business process
   within a SmartScript may not need
   full Siebel Clinical training.
  If Siebel access is restricted
   appropriately, these users need
   only be trained on the few
   SmartScripts screens and views to
   which they would have visibility
                  8
Benefits of Siebel SmartScripts

• Implementation does not
  require configuration
 Anyone with Administrative privileges
  and knowledge of Siebel UI standards
  can create and update a basic
  SmartScript
 Advanced scripting of SmartScripts does
  require knowledge of Siebel VB or
  eScript programming and information
  relating to your installation of Siebel

                  9
Features and Functions of Siebel
SmartScripts
• SmartScript administration
  – Terminology, Navigation, UI
  – How to Create a SmartScript
• SmartScript execution
  – Navigation and User Interface
  – How to run a SmartScript
• Reviewing stored SmartScript data



                  10
Features and Functions of Siebel
 SmartScripts
• SmartScript Terminology
   Term          Description
   script        Topmost object of a SmartScript. Includes the
                 pages, questions, and branches of the script
   page          Grouping of questions that are presented in
                 the script together on a single “page”
   question      The message or question to be presented to
                 the user within the script
   answer        The answer of the script question.

   translation   Defines the language in which the script is
                 displayed
   branch        Defines the path, sequence, and display of the
                 pages or questions in a script

                           11
Features and Functions of Siebel
 SmartScripts
• Script                 Script
Hierarchy                  Page

                         Question



                Answer            Answer


                 Page

                Question



       Answer            Answer
                         12
Features and Functions of Siebel
 SmartScripts
• Script Creation Process Flow


                             Create
            Create                           Create
Create                       Pages
            Answer                           Script
Questions                    consisting of
            types                            consisting of
based off                    Questions &
            based off                        Pages of
process                      Answers to
            process                          Questions &
map                          be presented
            map                              Answers
                             together

     Important: Have the business process scenarios
     mapped out before you start to construct a
     SmartScript.

                        13
Features and Functions of Siebel
 SmartScripts
• Administration of SmartScripts




               14
Features and Functions of Siebel
  SmartScripts
Create Script Questions




                 15
Features and Functions of Siebel
  SmartScripts
Create Script Questions




                 16
Features and Functions of Siebel
  SmartScripts
Create Script Answers to Questions




                 17
Features and Functions of Siebel
  SmartScripts
Create Script Pages of Questions




                 18
Features and Functions of Siebel
  SmartScripts
Create Script Pages of Questions




                 19
Features and Functions of Siebel
  SmartScripts
Create the Script and Release it




                  20
Features and Functions of Siebel
  SmartScripts
Create the Script and Release it




                  21
Features and Functions of Siebel
 SmartScripts
• SmartScripts




                 22
Features and Functions of Siebel
  SmartScripts
Stepping through the Script




                 23
Features and Functions of Siebel
  SmartScripts
Stepping through the Script (cont.)




                 24
Features and Functions of Siebel
  SmartScripts
Stepping through the Script (cont.)




                 25
Features and Functions of Siebel
  SmartScripts
Reviewing Run Scripts




                26
Features and Functions of Siebel
 SmartScripts
Storing Entered Data:
  – Answer Table can be used for data
    extracted for an external system to
    process.
  – Data can also be stored within
    Siebel in a business component
    field




                  27
Siebel SmartScript Examples
Examples of clinical business
 processes to script:
  – Evaluate a PI
  – Start-up a Site
  – Schedule a Site Visit
  – Record Site Visit events and details
  – Collect Subject Information
  – Collect Subject Visit Information


                  28
Siebel SmartScript Examples




           29
Siebel SmartScript Examples




           30
Siebel SmartScript Demo
  Demonstration of a SmartScript
  for Entering a New Site




               31
Interactive Discussion

What business processes would
 you like to automate?




              32
Conclusion
• SmartScript is a versatile tool in Siebel that
  can be used to enforce Siebel task based
  business processes.
• Remember to start with a firmly established
  design for the business process scenarios
• For more information about Siebel
  SmartScripts, refer to Siebel Bookshelf –
  there is a very in-depth and useful guide for
  Siebel SmartScript Administration (much of
  this presentation was derived from there).



                   33
Questions?




             34
Closing


 Thank you for attending!

 This tutorial will be posted on the
          OHSUG Website




                 35
Contact Info

      Sally Sweeney


        ssweeney@biopharm.com



       http://www.BioPharm.com




               36
Speaker Bio

             Sally Sweeney
  Sally Sweeney is a Senior Consultant in
  BioPharm’s Clinical Trial Management
  practice and has worked in the biotech
  industry for nearly twenty years. She has
  experience as a Siebel Systems Analyst
  specializing in System Development Life
  Cycle (SDLC) documentation and has
  participated in implementation,
  integration, enhancement release, and
  upgrade efforts. Sally is based in San
  Diego, California and has been with
  BioPharm since 2009.
                    37

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Using Siebel Smart Scripts to Streamline Processes in Siebel Clinical

  • 1. Using Siebel SmartScripts to Streamline Processes in Siebel Clinical Sally Sweeney 1
  • 2. Welcome & Introductions Sally Sweeney Senior Consultant – BioPharm Systems, Inc. • 5 years of experience in Siebel • 7 implementations of Siebel Clinical • Participated in implementations, integrations, enhancement releases, and upgrades 2
  • 3. Tutorial Agenda Time Topic 4:30 pm Welcome and Introductions 4:35 pm Benefits of SmartScripts 4:40 pm Features and Functions of SmartScripts 4:50 pm Demonstration of a Clinical Business Process as a SmartScript 5:20 pm Interactive Discussion 3
  • 4. Benefits of Siebel SmartScripts • Provides the ability to enforce business processes • Guides users through the steps of the processes • Easy to use • Reduces Training Time • Implementation does not require configuration 4
  • 5. Benefits of Siebel SmartScripts • Provides the ability to enforce and standardize business processes Siebel SmartScripts is a software- controlled workflow that provides a way to create an enforceable business process as a “script”. 5
  • 6. Benefits of Siebel SmartScripts • Guides users through the steps of the processes  The Script is “smart” in that it guides the user through the business process by presenting questions then automatically executing decision logic to lead the user through the script, depending on the responses given. 6
  • 7. Benefits of Siebel SmartScripts • Easy to use A user does not need to know how to navigate through the Siebel hierarchy in order to complete the tasks Descriptive information can be presented within a script, when necessary, to further aid in the user’s understanding of certain tasks and steps. 7
  • 8. Benefits of Siebel SmartScripts • Reduces Training Time  Users whose only responsibility is to carryout the business process within a SmartScript may not need full Siebel Clinical training.  If Siebel access is restricted appropriately, these users need only be trained on the few SmartScripts screens and views to which they would have visibility 8
  • 9. Benefits of Siebel SmartScripts • Implementation does not require configuration Anyone with Administrative privileges and knowledge of Siebel UI standards can create and update a basic SmartScript Advanced scripting of SmartScripts does require knowledge of Siebel VB or eScript programming and information relating to your installation of Siebel 9
  • 10. Features and Functions of Siebel SmartScripts • SmartScript administration – Terminology, Navigation, UI – How to Create a SmartScript • SmartScript execution – Navigation and User Interface – How to run a SmartScript • Reviewing stored SmartScript data 10
  • 11. Features and Functions of Siebel SmartScripts • SmartScript Terminology Term Description script Topmost object of a SmartScript. Includes the pages, questions, and branches of the script page Grouping of questions that are presented in the script together on a single “page” question The message or question to be presented to the user within the script answer The answer of the script question. translation Defines the language in which the script is displayed branch Defines the path, sequence, and display of the pages or questions in a script 11
  • 12. Features and Functions of Siebel SmartScripts • Script Script Hierarchy Page Question Answer Answer Page Question Answer Answer 12
  • 13. Features and Functions of Siebel SmartScripts • Script Creation Process Flow Create Create Create Create Pages Answer Script Questions consisting of types consisting of based off Questions & based off Pages of process Answers to process Questions & map be presented map Answers together Important: Have the business process scenarios mapped out before you start to construct a SmartScript. 13
  • 14. Features and Functions of Siebel SmartScripts • Administration of SmartScripts 14
  • 15. Features and Functions of Siebel SmartScripts Create Script Questions 15
  • 16. Features and Functions of Siebel SmartScripts Create Script Questions 16
  • 17. Features and Functions of Siebel SmartScripts Create Script Answers to Questions 17
  • 18. Features and Functions of Siebel SmartScripts Create Script Pages of Questions 18
  • 19. Features and Functions of Siebel SmartScripts Create Script Pages of Questions 19
  • 20. Features and Functions of Siebel SmartScripts Create the Script and Release it 20
  • 21. Features and Functions of Siebel SmartScripts Create the Script and Release it 21
  • 22. Features and Functions of Siebel SmartScripts • SmartScripts 22
  • 23. Features and Functions of Siebel SmartScripts Stepping through the Script 23
  • 24. Features and Functions of Siebel SmartScripts Stepping through the Script (cont.) 24
  • 25. Features and Functions of Siebel SmartScripts Stepping through the Script (cont.) 25
  • 26. Features and Functions of Siebel SmartScripts Reviewing Run Scripts 26
  • 27. Features and Functions of Siebel SmartScripts Storing Entered Data: – Answer Table can be used for data extracted for an external system to process. – Data can also be stored within Siebel in a business component field 27
  • 28. Siebel SmartScript Examples Examples of clinical business processes to script: – Evaluate a PI – Start-up a Site – Schedule a Site Visit – Record Site Visit events and details – Collect Subject Information – Collect Subject Visit Information 28
  • 31. Siebel SmartScript Demo Demonstration of a SmartScript for Entering a New Site 31
  • 32. Interactive Discussion What business processes would you like to automate? 32
  • 33. Conclusion • SmartScript is a versatile tool in Siebel that can be used to enforce Siebel task based business processes. • Remember to start with a firmly established design for the business process scenarios • For more information about Siebel SmartScripts, refer to Siebel Bookshelf – there is a very in-depth and useful guide for Siebel SmartScript Administration (much of this presentation was derived from there). 33
  • 35. Closing Thank you for attending! This tutorial will be posted on the OHSUG Website 35
  • 36. Contact Info Sally Sweeney ssweeney@biopharm.com http://www.BioPharm.com 36
  • 37. Speaker Bio Sally Sweeney Sally Sweeney is a Senior Consultant in BioPharm’s Clinical Trial Management practice and has worked in the biotech industry for nearly twenty years. She has experience as a Siebel Systems Analyst specializing in System Development Life Cycle (SDLC) documentation and has participated in implementation, integration, enhancement release, and upgrade efforts. Sally is based in San Diego, California and has been with BioPharm since 2009. 37