1. January 28, 2004 Outlook Workflow Project Lead: Cassandra Jackson Project Manager: Jennifer Thomas

2. PRIVATE/PROPRIETARY/CONFIDENTIAL 2 Topics of Discussion Project Description Business Objectives Understood Scope Current Environment Proposed Environment Project Timeline Solution Components Testing & Acceptance Appendix

3. PRIVATE/PROPRIETARY/CONFIDENTIAL 3 Project Description The Outlook Workflow is an initiative to automate the IRB signature process using Outlook Workflow tools to improve business processes and serve as a model for automating other manual paper-driven processes.

4. PRIVATE/PROPRIETARY/CONFIDENTIAL 4 Business Objectives ICS Marketing has stated the following business objectives: Implement an email based workflow tool to mechanize the IRB signature process –To reduce delays in the approval signature process –To be able to track the status of a document in progress –To have an audit trail

5. PRIVATE/PROPRIETARY/CONFIDENTIAL 5 Documents (Initial) Understood Scope Work Brief Project Stage Gate Microsoft Outlook ICS Sales ICS Marketing ICS Finance Core Organizations Core Systems In Scope High-level Scope Summary

6. PRIVATE/PROPRIETARY/CONFIDENTIAL 6 Current Environment In the current process, a file folder containing the Work Brief and the Project Stage Gate documents is manually carried from desk to desk. This can cause significant delays. Also, there is a risk that the package can become misplaced or permanently lost. Director Approval IRB Submittal VP Approval Finance Approval IRB Final Approval

7. PRIVATE/PROPRIETARY/CONFIDENTIAL 7 Director Approval IRB Submittal Outlook Proposed Environment VP Approval 1 2 4 3 Finance Approval In the proposed workflow the document is electronically submitted and automatically routed via email to the next approver. 5 IRB Final Approval

8. PRIVATE/PROPRIETARY/CONFIDENTIAL 8 Project Timeline Weeks 0 1 23456 Go Live Communications/Training & Project Closeout Activities Project Initiation Planning & Analysis Prototype Design & Cons. Testing Pilot 1/31/042/13/04 12/08/03 12/01/0311/26/03 2/6/042/27/04 Current

9. PRIVATE/PROPRIETARY/CONFIDENTIAL 9 Solution Components Microsoft Outlook Forms Application Approval Forms History Forms User Instructions solution includes the following components…

10. PRIVATE/PROPRIETARY/CONFIDENTIAL 10 Testing & Acceptance Testing –Provide instruction to the participants in the Workflow process Jay Angelucci Greg Harris Jennifer Thomas Cassandra Jackson Richard Tingle –A tester will initiate a Workflow document by properly completing it online and submitting for approval –The approvers will verify that they have received notice via email, open and approve the document –Will perform functionality testing to ensure that status and history are updated –Will analyze the end-to-end test to determine success

11. PRIVATE/PROPRIETARY/CONFIDENTIAL 11 Appendix

12. PRIVATE/PROPRIETARY/CONFIDENTIAL 12 Sample Workflow Documents Work Brief