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Getting the Most Out of Siebel CTMS with APIs
Parambir Singh, Director, Clinical Trial Management Solutions, Life Sciences
facebook.com/perficient twitter.com/perficient_LSlinkedin.com/company/perficient
2
Perficient is a leading information technology consulting firm serving clients throughout
North America and Europe.
We help clients implement business-driven technology solutions that integrate business
processes, improve worker productivity, increase customer loyalty and create a more agile
enterprise to better respond to new business opportunities.
About Perficient
3
• Founded in 1997
• Public, NASDAQ: PRFT
• 2013 revenue $373 million
• Major market locations:
• Allentown, Ann Arbor, Atlanta, Boston, Charlotte, Chicago,
Cincinnati, Columbus, Dallas, Denver, Detroit, Fairfax,
Houston, Indianapolis, Milwaukee, Minneapolis, New York
City, Northern California, Oxford (UK), Philadelphia,
Southern California, St. Louis, Toronto, Washington, D.C.
• Global delivery centers in China and India
• >2,600 colleagues
• Dedicated solution practices
• ~90% repeat business rate
• Alliance partnerships with major technology vendors
• Multiple vendor/industry technology and growth awards
Perficient Profile
Business Process
Management
Customer Relationship
Management
Enterprise Performance
Management
Enterprise Information
Solutions
Enterprise Resource
Planning
Experience Design
Portal / Collaboration
Content Management
Information Management
Mobile
BUSINESSSOLUTIONS
50+PARTNERS
Safety / PV
Clinical Data Management
Electronic Data Capture
Medical Coding
Clinical Data Warehousing
Clinical Data Analytics
Clinical Trial Management
Healthcare Data
Warehousing
Healthcare Analytics
CLINICAL/HEALTHCAREIT
Consulting
Implementation
Integration
Migration
Upgrade
Managed Services
Private Cloud Hosting
Validation
Study Setup
Project Management
Application Development
Software Licensing
Application Support
Staff Augmentation
Training
SERVICES
Welcome & Introduction
• CTMS practice lead since 2008
– Leads the team that implements, supports, enhances and integrates Oracle’s CTMS
solution
• Extensive Siebel CTMS implementation experience
– 14+ years of experience implementing Siebel CTMS
– 30+ implementations and integrations
– Spearheaded the creation of ASCEND, an official Oracle Accelerate Solution for
Siebel CTMS
Param Singh
Director, Clinical Trial Management
Solutions
Life Sciences, Perficient
Welcome & Introductions
CTMS Practice Services
Implementation
Manage implementations of Siebel
CTMS/ASCEND and Mobile CRA.
Integration
Build interfaces between Siebel
CTMS and other clinical and safety
systems.
Training
Develop and/or deliver standard
and custom training classes and
materials.
Process Guidance
Provide insight, advice and
solutions for specific CTMS issues
based on industry best practices.
Agenda
What is API?
What’s New with Open UI API?
Setup Requirements
Siebel CTMS API Use Cases
Demo
Q&A
1/15/2015 7
What is API?
• Application Programming interface
• Specifies how different software components interact with each other
• Allow integration of new features into existing applications
• Offers the ability to leverage various third-party web applications within
a particular solution
• Share content and data between different applications
– Display embedded files
– Display embedded photos or videos
– Display dynamic posted contents
1/15/2015 8
What’s New with Open UI API
• Provides a fully published JavaScript API
• Supports anything from simple validations to replacement of whole UI
components that require rendering in special ways
• The new JavaScript API replaces browser scripting. Though browser
scripting continues to be supported, Oracle strongly recommends
converting browser script to JavaScript API
• You can combine traditional Siebel Tools development
with JavaScript API
• JavaScript API is not applicable to HI or SI clients
9
Setup Requirements
• Create a new presentation model in Siebel Open UI in addition to the
metadata and data that it gets from the web engine on the Siebel server
– Presentation model class: the control methods that Siebel Open UI
uses to add presentation model properties and behavior.
– Physical renderer methods: methods that binds a presentation model
to a physical renderer
• Create a new physical user interface by creating a custom physical
renderer in Siebel Open UI in addition to a predefined or custom
presentation model
*Note: For more information on the JavaScript API, refer to the Siebel Bookshelf
guide, “Configuring Siebel Open UI”.
10
Siebel CTMS API Use Cases
• Exchange Rates
– Create a daily feed from online resources to update the exchange
rate table automatically in Siebel
– Would simply create new record each day in the exchange rate
table for each currency exchange rate combination that is
requested
11
Siebel CTMS API Use Cases
• Company Twitter Feed
– Create a new view in Siebel under the Accounts screen
– New view would pull and display real-time twitter feed information
for the selected Account, assuming they have a twitter username
provided in the definition of the Account
12
Siebel CTMS API Use Cases
• Company News & Stock Quote
– Create a new view in Siebel under the Accounts screen which has
two sections (News and Stock quote)
– Each section would pull and display real-time information from
Google News and Google Finance related to the selected Account
record
13
Siebel CTMS API Use Cases
• LinkedIn Profile for Investigators
– Create a new view in Siebel under the Contacts screen
– New view would pull and display real-time information from Linked
In related to the selected Contact record
14
Siebel CTMS API Use Cases
• Google Maps for Clinical Sites
– For any address in the application, enable a Google API to display
a pop-up Map in either street or satellite mode on the location of
the address selected
15
Siebel CTMS API Use Cases
• Google Maps for Clinical Sites
16
Siebel CTMS API Use Cases
• Google Analytics
– Enable integration between Siebel CTMS and Google Analytics to
report on CTMS usage such as user login locations, login session
frequencies, browser usage, views clicked, etc.
17
Siebel CTMS API Use Cases
• Google Analytics
– Location drilled down view
18
Siebel CTMS API Use Cases
• Google Analytics
– Session Reporting
19
Demo
Demo
20
21
www.facebook.com/perficient
www.perficient.com
www.twitter.com/perficient_LS
Thank You!
For more information, please contact:
Param.Singh@perficient.com
LifeSciencesInfo@perficient.com (Sales)
+1 303 570 8464 (U.S. Sales)
+44 (0) 1865 910200 (U.K. Sales)

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Getting the Most out of Siebel CTMS with APIs

  • 1. Getting the Most Out of Siebel CTMS with APIs Parambir Singh, Director, Clinical Trial Management Solutions, Life Sciences facebook.com/perficient twitter.com/perficient_LSlinkedin.com/company/perficient
  • 2. 2 Perficient is a leading information technology consulting firm serving clients throughout North America and Europe. We help clients implement business-driven technology solutions that integrate business processes, improve worker productivity, increase customer loyalty and create a more agile enterprise to better respond to new business opportunities. About Perficient
  • 3. 3 • Founded in 1997 • Public, NASDAQ: PRFT • 2013 revenue $373 million • Major market locations: • Allentown, Ann Arbor, Atlanta, Boston, Charlotte, Chicago, Cincinnati, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Milwaukee, Minneapolis, New York City, Northern California, Oxford (UK), Philadelphia, Southern California, St. Louis, Toronto, Washington, D.C. • Global delivery centers in China and India • >2,600 colleagues • Dedicated solution practices • ~90% repeat business rate • Alliance partnerships with major technology vendors • Multiple vendor/industry technology and growth awards Perficient Profile
  • 4. Business Process Management Customer Relationship Management Enterprise Performance Management Enterprise Information Solutions Enterprise Resource Planning Experience Design Portal / Collaboration Content Management Information Management Mobile BUSINESSSOLUTIONS 50+PARTNERS Safety / PV Clinical Data Management Electronic Data Capture Medical Coding Clinical Data Warehousing Clinical Data Analytics Clinical Trial Management Healthcare Data Warehousing Healthcare Analytics CLINICAL/HEALTHCAREIT Consulting Implementation Integration Migration Upgrade Managed Services Private Cloud Hosting Validation Study Setup Project Management Application Development Software Licensing Application Support Staff Augmentation Training SERVICES
  • 5. Welcome & Introduction • CTMS practice lead since 2008 – Leads the team that implements, supports, enhances and integrates Oracle’s CTMS solution • Extensive Siebel CTMS implementation experience – 14+ years of experience implementing Siebel CTMS – 30+ implementations and integrations – Spearheaded the creation of ASCEND, an official Oracle Accelerate Solution for Siebel CTMS Param Singh Director, Clinical Trial Management Solutions Life Sciences, Perficient
  • 6. Welcome & Introductions CTMS Practice Services Implementation Manage implementations of Siebel CTMS/ASCEND and Mobile CRA. Integration Build interfaces between Siebel CTMS and other clinical and safety systems. Training Develop and/or deliver standard and custom training classes and materials. Process Guidance Provide insight, advice and solutions for specific CTMS issues based on industry best practices.
  • 7. Agenda What is API? What’s New with Open UI API? Setup Requirements Siebel CTMS API Use Cases Demo Q&A 1/15/2015 7
  • 8. What is API? • Application Programming interface • Specifies how different software components interact with each other • Allow integration of new features into existing applications • Offers the ability to leverage various third-party web applications within a particular solution • Share content and data between different applications – Display embedded files – Display embedded photos or videos – Display dynamic posted contents 1/15/2015 8
  • 9. What’s New with Open UI API • Provides a fully published JavaScript API • Supports anything from simple validations to replacement of whole UI components that require rendering in special ways • The new JavaScript API replaces browser scripting. Though browser scripting continues to be supported, Oracle strongly recommends converting browser script to JavaScript API • You can combine traditional Siebel Tools development with JavaScript API • JavaScript API is not applicable to HI or SI clients 9
  • 10. Setup Requirements • Create a new presentation model in Siebel Open UI in addition to the metadata and data that it gets from the web engine on the Siebel server – Presentation model class: the control methods that Siebel Open UI uses to add presentation model properties and behavior. – Physical renderer methods: methods that binds a presentation model to a physical renderer • Create a new physical user interface by creating a custom physical renderer in Siebel Open UI in addition to a predefined or custom presentation model *Note: For more information on the JavaScript API, refer to the Siebel Bookshelf guide, “Configuring Siebel Open UI”. 10
  • 11. Siebel CTMS API Use Cases • Exchange Rates – Create a daily feed from online resources to update the exchange rate table automatically in Siebel – Would simply create new record each day in the exchange rate table for each currency exchange rate combination that is requested 11
  • 12. Siebel CTMS API Use Cases • Company Twitter Feed – Create a new view in Siebel under the Accounts screen – New view would pull and display real-time twitter feed information for the selected Account, assuming they have a twitter username provided in the definition of the Account 12
  • 13. Siebel CTMS API Use Cases • Company News & Stock Quote – Create a new view in Siebel under the Accounts screen which has two sections (News and Stock quote) – Each section would pull and display real-time information from Google News and Google Finance related to the selected Account record 13
  • 14. Siebel CTMS API Use Cases • LinkedIn Profile for Investigators – Create a new view in Siebel under the Contacts screen – New view would pull and display real-time information from Linked In related to the selected Contact record 14
  • 15. Siebel CTMS API Use Cases • Google Maps for Clinical Sites – For any address in the application, enable a Google API to display a pop-up Map in either street or satellite mode on the location of the address selected 15
  • 16. Siebel CTMS API Use Cases • Google Maps for Clinical Sites 16
  • 17. Siebel CTMS API Use Cases • Google Analytics – Enable integration between Siebel CTMS and Google Analytics to report on CTMS usage such as user login locations, login session frequencies, browser usage, views clicked, etc. 17
  • 18. Siebel CTMS API Use Cases • Google Analytics – Location drilled down view 18
  • 19. Siebel CTMS API Use Cases • Google Analytics – Session Reporting 19
  • 21. 21
  • 22. www.facebook.com/perficient www.perficient.com www.twitter.com/perficient_LS Thank You! For more information, please contact: Param.Singh@perficient.com LifeSciencesInfo@perficient.com (Sales) +1 303 570 8464 (U.S. Sales) +44 (0) 1865 910200 (U.K. Sales)