1. Getting the Most Out of Blue Mountain RAM
Keith Kyle, Enterprise Sales Manager

2. Overview Features & capabilities Implementation expansion
Vendor relationship
Q&A
In this session, a variety of steps that customers can take to get the most out of Blue Mountain RAM will be covered. There are many ways to maximize the benefits of an existing Blue Mountain RAM implementation that can include anything from taking advantage of lesser known/new features to extending use of the application to other groups in your organizations. The goal of this session will be to keep you informed of the possibilities and their benefits to enable you to get the most out of your Blue Mountain RAM implementation.

3. Features & Capabilities
Workflow Management
SQL Server Reporting Services
Electronic Log Books
Off Label Usage
-Workflow Management – a little review first!
-Did you know?

4. Workflow Management What is Workflow?
Progress of work: the progress or rate of progress of work done by a business, department or person
How does Blue Mountain RAM facilitate Workflow?
Workspaces
Queries
Reports
Form/Field Configurations
Rules Engine
An area of distinction of the Blue Mountain RAM solution.
BMRAM workflow the functionality is designed to help manage GMP workflows.
A collection of many including Forms, Queries, Reports, Workspaces and the Rules Engine.

5. Workflow - Workspaces
What the user directly interacts with on a daily basis

6. Workflow – Example Work Order

7. Workflow – Rules Engine
Under the Hood look at the Rules Builder
What controls the workflow in terms of E-Signatures, Rights, State Flow and Notifications (End Users naturally do not see this configuration area)
Blue Mountain uses this tool to configure workflow rules for customer

8. Workflow – How to Maximize the Benefit
Business Process Analysis
Existing vs. optimized
Diagram the Workflows
Training
Project Team - application understanding
End user – day to day usage
Effective work instructions
Tailored to your workflow
BPA occurs early on in the implementation/upgrade project(s)
Note, Cover all points and the show diagram
Show Example BP Diagram  What it looks like when diagramed

9. SQL Reporting Services
Label printing
Bar coding
Subscription-based reports
Segue into “Did you know” segment of Feature and Capabilities
a.k.a. - SSRS

10. Calibration/PM Stickers
Label Printer i.e. / Brother P-Touch
Specially sized SSRS Report

11. Barcoding of ID Fields
Barcoding of ID fields ie. / On Cal/PM Stickers, Work Orders, etc.
3rd Party Components to Generate Barcodes i.e. / Neodynamics

12. Subscription-Based Reports
Examples :
Events Due
Equipment Warranty/Service Contract Expirations
Aging Study Work Due in 30 Days
Failure Notifications Summary
Management KPI Reports

13. Log Books Designed as an option to replace paper log books
In conjunction Quick Search Control & Barcodes, this feature offers the ability to eliminate or at least reduce the number of physical log books maintained.
Not a heavily used feature to date.
One of the challenges it to have a workstation available near the Equipment for live entry

14. Off Label Usage Clearblue Blog  Off the Labeled Path Examples
Examples
Asset induction
Change request
Deviation
OOT investigation
Configurability has been a hallmark of Blue Mountain’s software over the years.

15. Out of Tolerance Investigation
Call it what you want – designate a custom record title
Configure it how you want – specify field/tab visibility and layout, labeling, and workflow
Report and Query on it how you want – build custom workspaces to include queries, reports and actions specific to the workflows associated with each UDART record type
Automatically Generate when you want – configure the system to automatically create UDART records based on conditions encountered such as when an Out of Tolerance is recorded on a Calibration Work History a by Technician

16. Implementation Expansion
Functionality Usage
Take advantage of additional functionality
Existing features not part of original project scope
New features added over time
Internal
Additional departments or groups
External
Additional facilities
Scalable architecture - over half of existing Blue Mountain RAM sites today are part of multi-site implementations. Blue Mountain RAM was built to support this scenario.

17. Implementation Expansion
Increased ROI through reduced IT costs
IT infrastructure & IQ/OQ investments have already been incurred
Consolidate asset management systems
Reduce implementations & validation costs with web based systems
Reduced IT hardware costs & associated maintenance
Reduce IT management requirements
Reduce total cost of ownership by implementing at enterprise level
Source : Building the Business Case Webinar

18. Maintaining Relationship with your Vendor
Vendor as SME
GAMP 5
Good Automated Manufacturing Processes
Views the supplier (vendor) in a key role throughout the system lifecycle  SME of the product.
Contact with your Sales and Project Managers
Direct window into Blue Mountain
Feature & service feedback
Vendor as SME – GAMP 5 recognizes this fact
GAMP 5 Lifecycle
ConceptProjectOperationalRetirement

19. Maintaining Relationship with your Vendor
Blue Mountain event participation
User conferences  The Blue Mountain Summit
Webinars  Product release demonstrations, Clear Blue series, etc.
Catch up with us at NCSL, ISPE or other industry events where we are often present
Software Maintenance – keeping it current
Access to our team of Software Implementation Analysts
Free access to software & documentation updates
User manuals, Validation Protocol updates, etc.
Bug fixes, service releases & release upgrades

20. R3 SR2 Highlights
Document Embedding - allows for documents (i.e. Cal Certs) to be uploaded directly into a record such as a calibration work history and stored within our database. Eliminates the file share linking step from this type of workflow
Support for IE 9 Browser – Inherently faster; in addition to IE 8; sets the stage for IE 10
Advanced Quick Find - extends existing Quick Find feature on queries to allow the user to add multiple quick find conditions using AND/OR conditions on-the-fly against queries. Can reduce the total number of queries that you maintain and/or the modifications necessary to those queries.
Reports available on Workspaces - in addition to pinning queries to workspaces, users will now be able to pin the common reports that they need to access (i.e. / KPI Reports such as Planned vs. Unplanned Work for the Month)
Etc.
R3 SR2 Demonstration session planned toward the end of the conference

21. Getting the Most out of Blue Mountain RAM
Questions