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Improving the Business of Research Administration With Click Kevin Wong Tony Haber
Agenda 8:30 – 9:00Continental Breakfast 9:00 - 9:30Company Introduction & Product Overview 9:30 – 10:00Case Study 6 – Integration and Migrations 10:00– 10:45Case Study 7 – Application Extensions 10:45 – 11:00Break 11:00 – 11:30Case Study 8 & 9 - Security 11: :00Project Implementation Overview 12:15 – 1:00Lunch & SPARCS Team Discussion © 2012 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.
Huron Education Software and Services 3 © 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential. 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 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
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 4 © 2011 Huron Consulting Group, Inc.
Click ® Portal 5 © 2011 Huron Consulting Group, Inc. Click Portal Starter Sites Clinical TrialsComplianceResearch Administration Participant Tracking and Billing Clinical Trials Recruitment IRB IACUC Safety Committees Grants & Contracts Animal Operations and Ordering Auditing Conflict of Interest Existing Systems Animal Database Accounting Human Resources Electronic Medical Record Web Services SF424 eSubmission Grants.gov Researcher Profile Direct SQL Data Warehouse Interface Tables
Whos Using Click Portal Solutions? American Heart Association Arizona State University Case Western Reserve University Cedars-Sinai Health System Chesapeake Research Review, Inc. Childrens Hospital Boston Childrens Hospital of Los Angeles The Childrens Hospital of Philadelphia The Mercy Childrens Hospital Childrens National Medical Center Cincinnati Childrens 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 Childrens Hospital Rush University Medical Center St. Jude Childrens 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 6 © 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.
Grants and Contracts Customers Arizona State University Case Western Reserve University Childrens Hospital Boston The Childrens Hospital of Philadelphia Cincinnati Childrens Hospital Medical Ctr Childrens Mercy Hospital Dartmouth College Lawrence Berkeley National Laboratory Mayo Clinic Medical College of Wisconsin Methodist Hospital Research Institute New York University Langone Medical Center Ochsner Clinic The Research Institute at Nationwide Childrens Hospital Rush University Medical Center Seattle Childrens Hospital St. Jude Childrens Research Hospital University of British Columbia The University of Chicago Tufts Medical Center University Corporation for Atmospheric Research University of Arkansas Medical School University of Massachusetts Medical School University of Michigan University of New Mexico University of Southern California/Childrens Hospital Los Angeles University of Texas Southwestern Medical Center at Dallas © 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential. 7
Research Administration Software Models 8 © 2012 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential. Click Portal Time to Deploy Flexibility To Match Your Needs Packaged Application Custom Development Slow Fast Low High Low High Consistent/Committed Support
© 2011 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 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 Developer Tools C# COM Object Model Automatic Data Persistence Transaction Management Integrated Security Web Services Unified Query System Caching/Session Management Schema Management Windows 2008 Server IIS SQL Server 2008 Indexing Service Component Services.NET Framework Solutions Application Layer Extranet Framework Microsoft Platform
Click SmartForms 10 © 2011 Huron Consulting Group, Inc. Molded to your forms Draw upon other institution forms Dramatically reduces error input Conditional branching between pages Error checking; completion summaries Configurable help text Reviewers notes
Intelligent Routing Processes 11 © 2011 Huron Consulting Group, Inc.
Industry Leading Ability to Change 12 © 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential. Type of ChangeExampleDev. effort (minimum) Text changeRephrase questionMinutes Add simple data fieldFree text boxMinutes Add componentDocument uploadMinutes Alter a form set and its existing branches New regulatory info. required Hours Expand routing review pathNew reviewer requiredHours Adopt new functional enhancement Incorporate reviewers notes Days Include to a new committee review process Add a review board with meetings and minutes 1 – 2 Weeks
Why Hurons Click Portal? © 2012 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential. 13 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
Questions © 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential. 14
Factors Impacting Implementation Effort 15 © 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.
Partnering Strategy 16 © 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.
Project Approach 17 © 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential. IterationProcess AnalysisPlanSupportTestDeploy
System Testing & Quality Assurance 18 Pre-Release Test Cycles o Unit Testing o String/Business Process Testing o Integration Testing o User Acceptance Testing (UAT) Importance of Change Control Post-Releases Test Overview © 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential. UAT Integration String/ Business Process Unit
Grants Phasing (example) Phase I (GrantsXpress)- o eSubmission Implementation o Routing Sheet Design and Workflow o Routing Sheet Mapping to SF424 o SF424 electronic submission to grants.gov Phase II - o Other Proposal Types o Online Budgeting o Post Awards o Legacy Integration 19 © 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential. Phase I GrantsXpress Phase 2
Grants Project Plan (example) 20 © 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.
Engage – Managing Project Issues 21 © 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.
Click Service Intranet 22 © 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.
Staying On Course 23 Weekly Status Reports and Meetings with Budget & Plan Update o Alert any tradeoff that may be necessary Monthly Sponsor Meetings o Need the right people at the table Maintain Nice-To-Have List o Implemented last in priority order Maintain Budget Risk List o Identifies features & simplifications not in SOW Maintain Open Issues List o Identifies Huron and Client issues to be resolved © 2011 Huron Consulting Group. All Rights Reserved. Proprietary & Confidential.
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