1. Improving the Business of Research Administration With Click
Kevin Wong
Tony Haber

2. Agenda 8:30 – 9:00 Continental Breakfast
9:00 - 9:30 Company Introduction & Product Overview
9:30 – 10:00 Case Study 6 – Integration and Migrations
10:00– 10:45 Case Study 7 – Application Extensions
10:45 – 11:00 Break
11:00 – 11:30 Case Study 8 & 9 - Security
11: :00 Project Implementation Overview
12:15 – 1:00 Lunch & SPARCS Team Discussion
© 2012 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.

3. Huron Education Software and Services
Consulting Services
Core Functions: Research, Finance, Procurement, HR, IT, Facilities
Research Solutions:
Strategy, Organization, Business Process, Financial Management, Cost Reimbursement, Risk Management, Change Management
Regulatory and Finance Experts
Software System Implementation Services
Project Planning Portal Architecture Functional Design Configuration System Testing Documentation & Training Deployment Services Sustaining Services
Click™ Portal Software Products
Research Administration – Grants -- Contracts -- Awards -- MTA
Research Oversight -- IRB -- COI -- IACUC & AOPS -- Safety Committees
Clinical Trials Management
Improved Research Administration Business Processes
© 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.

4. Why Technology + Services Matter
The correct application of technology and subject matter expertise saves time and money
Improved processes before automation
Process advice and benchmarking over the life of the installation maintains efficiency
Single vendor ensures even results
Consulting, technology, implementation and support services all under one roof
Software alone is not the solution
Automation of the right processes = high efficiency
© 2011 Huron Consulting Group, Inc.

5. Click® Portal Click Portal Starter Sites Existing Systems
Human
Resources
Clinical Trials
Compliance
Research Administration
Web
Services
Participant Tracking and Billing
IRB
Grants & Contracts
Accounting
Clinical Trials Recruitment
IACUC
Direct
SQL
SF424 eSubmission
Grants.gov
Animal
Database
Safety
Committees
Animal Operations and Ordering
Interface
Tables
Electronic
Medical Record
Auditing
Researcher Profile
Conflict of Interest
Data
Warehouse
© 2011 Huron Consulting Group, Inc.

6. Who’s Using Click Portal Solutions?
American Heart Association Arizona State University Case Western Reserve University Cedars-Sinai Health System Chesapeake Research Review, Inc. Children’s Hospital Boston Childrens Hospital of Los Angeles The Children’s Hospital of Philadelphia The Mercy Children’s Hospital Children’s National Medical Center Cincinnati Children’s Hospital Medical Center Cleveland Clinic Dartmouth College Duke University East Carolina University Emory University Fox Chase Cancer Center Georgetown University Georgia Health Sciences University Hackensack University Medical Center Harvard University Health Sciences South Carolina Hospital for Special Surgery The Johns Hopkins University Kaiser Hawaii/GA Kaiser Permanente Northwest Lawrence Berkeley National Laboratory Louisiana State University Health Sciences Center Shreveport Lehigh Valley Health Network Mayo Clinic MD Anderson Cancer Center Medical College of Wisconsin The Methodist Hospital Research Institute The MetroHealth System NASA-Johnson Space Center New York University Langone Medical Center National Bureau of Economics Northwestern University Ochsner Clinic Foundation The Ohio State University Ontario Institute of Cancer Research Oregon Health & Science University The Pennsylvania State University RAND Corporation The Research Institute at Nationwide Children’s Hospital Rush University Medical Center St. Jude Children’s Research Hospital Texas Health Research & Education Institute University of Alberta University of Arkansas for Medical Sciences University of British Columbia University of Calgary University of California Los Angeles University of California San Diego University of Chicago University of Cincinnati University Corporation for Atmospheric Research University of Florida University of Kansas / KUMC University of Maryland University of Massachusetts Medical School University of Medicine & Dentistry of New Jersey University of Miami University of Michigan University of Pittsburgh University of Rochester University of South Florida University of Southern California University of Texas at San Antonio University of Texas Southwestern Medical Center at Dallas University of Utah University of Washington University of Wisconsin VA Pittsburgh Healthcare System Virginia Commonwealth University Wake Forest University Weill Cornell Medical College
© 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.

7. Grants and Contracts Customers
Arizona State University
Seattle Children’s Hospital
Case Western Reserve University
St. Jude Children’s Research Hospital
Children’s Hospital Boston
University of British Columbia
The Children’s Hospital of Philadelphia
The University of Chicago
Cincinnati Children’s Hospital Medical Ctr
Tufts Medical Center
Children’s Mercy Hospital
University Corporation for Atmospheric Research
Dartmouth College
Lawrence Berkeley National Laboratory
University of Arkansas Medical School
Mayo Clinic
University of Massachusetts Medical School
Medical College of Wisconsin
University of Michigan
Methodist Hospital Research Institute
University of New Mexico
New York University Langone Medical Center
University of Southern California/Children’s Hospital Los Angeles
Ochsner Clinic
University of Texas Southwestern Medical Center at Dallas
The Research Institute at Nationwide Children’s Hospital
Rush University Medical Center
© 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.

8. Research Administration Software Models
High
Custom
Development
Click
Portal
Flexibility
To Match
Your Needs
Packaged
Application
Low
Low
High
Consistent/Committed Support
Slow
Fast
Time to Deploy
© 2012 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.

9. Click Portal Architecture
IRB
Grants and Contracts
SF424 eSubmission
Conflict of Interest
Clinical Trials Billing
IACUC
Animal Operations
Biosafety (IBC)
Chemical Safety
Radiation Safety
Effort Reporting
Material Transfers
Research Catalog
Web Services
Solutions
Business Process Modeling
Query / Reporting Services
Powerful Extranet Security
Delegated Administration
Collaboration Components
Document Management
Page Layouts/Templates
Notification
User-Extensible Data Model
Personalization
Browser-based Configuration Tools
Application Layer
C# COM Object Model
Automatic Data Persistence
Transaction Management
Integrated Security
Web Services
Unified Query System
Caching/Session Management
Schema Management
Developer
Tools
Extranet Framework
Microsoft Platform
Windows 2008 Server
IIS
SQL Server 2008
Indexing Service
Component Services
.NET Framework
© 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.

10. Click SmartForms™ Molded to your forms
Draw upon other institution forms
Dramatically reduces error input
Conditional branching between pages
Error checking; completion summaries
Configurable help text
Reviewer’s notes
© 2011 Huron Consulting Group, Inc.

11. Intelligent Routing Processes
© 2011 Huron Consulting Group, Inc.

12. Industry Leading Ability to Change
Type of Change
Example
Dev. effort (minimum)
Text change
Rephrase question
Minutes
Add simple data field
Free text box
Add component
Document upload
Alter a form set and its existing branches
New regulatory info. required
Hours
Expand routing review path
New reviewer required
Adopt new functional enhancement
Incorporate reviewer’s notes
Days
Include to a new committee review process
Add a review board with meetings and minutes
1 – 2 Weeks
© 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.

13. Why Huron’s Click Portal?
A Complete Solution
The most comprehensive suite of products and services for research administration
Configurable Software
Architected for rapid configuration to support continuous process improvement
Industry Expertise
Huron has worked with over 90% of the top research organizations in North America and the Click User Group is the most active in the industry
Financial Stability
Huron is a $600M profitable organization
© 2012 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.

14. Questions
© 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.

15. Factors Impacting Implementation Effort
© 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.

16. Partnering Strategy
© 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.

17. Project Approach Iteration Process Analysis Plan Support Test Deploy
© 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.

18. System Testing & Quality Assurance
Pre-Release Test Cycles
Unit Testing
String/Business Process Testing
Integration Testing
User Acceptance Testing (UAT)
Importance of Change Control
Post-Releases Test Overview
UAT
Integration
String/ Business Process
Unit
© 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.

19. Grants Phasing (example)
Phase I (GrantsXpress)-
eSubmission Implementation
Routing Sheet Design and Workflow
Routing Sheet Mapping to SF424
SF424 electronic submission to grants.gov
Phase II -
Other Proposal Types
Online Budgeting
Post Awards
Legacy Integration
eSubmission Implementation
Roll-out and Refine
Online Budgeting, Post Awards, Legacy Integration
Roll-out and Refine
Phase I
GrantsXpress
Phase 2
© 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.

20. Grants Project Plan (example)
© 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.

21. Engage – Managing Project Issues
© 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.

22. Click Service Intranet
© 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.

23. Staying On Course
Weekly Status Reports and Meetings with Budget & Plan Update
Alert any tradeoff that may be necessary
Monthly Sponsor Meetings
Need the right people at the table
Maintain Nice-To-Have List
Implemented last in priority order
Maintain Budget Risk List
Identifies features & simplifications not in SOW
Maintain Open Issues List
Identifies Huron and Client issues to be resolved
© 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.