Veeva Systems Inc. · NYSE:VEEV
Veeva Systems — Investor Presentation (July 2022)
42 slides from Veeva Systems's investor presentation, Jul 7, 2022
Slide 1: 22R2 Customer Webinar For All
22R2 Customer Webinar For All July 7, 2022
Slide 2: CDMS Product Managers
CDMS Product Managers Sharon Lin Margaret Sr. Principal John Roeckel Wehner Product (JB) Manager Product Manager Local Labs, Data Entry, Review Randomization Product Manager UI, Medical Data Entry, Query Assessments, Handling Reports Copyright © Veeva Systems 2022 2
Slide 3: Veeva Vault Release Schedule
Veeva Vault Release Schedule 22R3 Jan Dec Feb Nov Mar 2022 Apr Oct CDMS 22R1 Product Sep Release May Aug Jun Jul 22R2 Copyright © Veeva Systems 2022 3
Slide 4: 22R2 Release Calendar
22R2 Release Calendar Sun Mon Tue Wed Thu Fri Sat 04 05 06 07 08 09 22R2 Release Webinar 22R2 Pre-Release JUL 9 AM PT - All Customers 10 AM PT - Studio, Upgrade Admin, Coder 10 11 12 13 14 15 16 Validation Docs 17 18 19 20 21 22 23 24 25 26 27 28 29 30 01 02 03 04 05 23 AUG 22R2 General Release Upgr
Slide 5: 22R2 Release Dates
22R2 Release Dates JUL JUL AUG 08 11 05 Available Pre – Release Validation Docs 22R2 Release Resources • Clone of UAT • Located in VeevaDocs • All Customers Vaults https://cdmshelp.veeva. • Special Request for DEV com/lr/rn/general-releas • Users • Validation Project Plan upgraded to 22R2 • Business
Slide 6: 22R2 Feature Summary
22R2 Feature Summary Sites Study Designer Admin Coding ● Data Entry updates ● Property Panel Enhancements ● Copy Study Data ● Dictionary Search Result ● Audit Trail Enhancements ● Object Usage Report ● EDC Tools Study Settings Enhancement ● Assessment Enhancements ● Codelist Max Length ● Study Role
Slide 7: Local Labs
V Local Labs
Slide 8: New Lab Architecture - Global Versionless Local Labs
New Lab Architecture - Global Versionless Local Labs Copyright © Veeva Systems 2022 8
Slide 9: Global Versionless Labs
Day 1 Impact to Global Versionless Labs Clinical Teams No • Overview − The new Global Local Lab Architecture will directly consume Lab units, codelists, precision/length from Local Lab module and no longer from Studio for Lab eCRFs. − No more synching of the Lab Units/Codelists with Studio − No more
Slide 10: Increasing Precision and Length
Day 1 Impact to Increasing Precision and Length Clinical Teams No • Overview − Precision and Length can be increased when analyte is marked “in use” • For new studies on the Global Labs, increasing precision and length is only done in the Lab Module • For existing studies, increases must be done in
Slide 11: Archiving Lab Units/Codelists
Day 1 Impact to Archiving Lab Units/Codelists Clinical Teams No • Overview − The Lab Units and Codelists will now be archived instead of deleted. − Lab Units and Codelists Name will be locked once saved. Labels, Unit Conversions, and Unit standards can be updated. − Once archived, Lab Normals will n
Slide 12: Mass Update: Preview/Update Translated Value
Day 1 Impact to Mass Update: Preview/Update Translated Value Clinical Teams No • Overview − With the allowance of Post Go Live updates to unit conversion factors and standards, existing forms who used the old unit conversion factors or different standards need to be updated to the new unit conversio
Slide 13: Audit Trail - Translated Values
Day 1 Impact to Audit Trail - Translated Values Clinical Teams Yes • Overview − The Audit trail in the Data Entry now shows translated values if the item is a unit. This applies to Lab Forms and non - Lab Forms Visibility • Use case Site Users, Data Manager, Be able to see the translated value displ
Slide 14: Disable Unit Selection for Lab Results when Lab Normals are Present
Day 1 Disable Unit Selection for Lab Results when Lab Normals Impact to Clinical Teams are Present Yes • Overview − Configure Lab eCRFs so a Site can not update the Lab Result unit. The Lab result unit will be the approved Lab Normal Unit. Visibility • Use case Data Manager, Lead Data Some sponsors
Slide 15: Studio Updates
Day 1 Impact to Studio Updates Clinical Teams No • Overview − Global Labs - New Items being Added when Labs is enabled • Age (LBAGE), Sex (LBSEX), and Female Cycle (LBFEMALECYCLE) • New item LBSEX, use that in the eCRF, and add that to your casebook variable Visibility • No longer have to add the La
Slide 16: Summary
Summary Feature Global Versionless (new model) Study Level Version (old model) Increasing Precision and Length Config only in Labs Config in Labs. Must be increased in Studio in New Casebook Version, Deployment, Retro- amendment Lab Units Config only in Labs Config in Labs. Must be synched to Studio
Slide 17: Lab Header Updates
Day 1 Impact to Lab Header Updates Clinical Teams Yes • Overview For easier and streamlined data entry, the lab header has been updated to a new look and feel. • Use case Visibility Site Users When entering data on a lab form, the collection date, lab location, age and sex will be left aligned, maki
Slide 18: Data Entry
V Data Entry
Slide 19: Data Entry Updates
Day 1 Impact to Data Entry Updates Clinical Teams Yes • Overview − Event & Event Date in Item form Linking Dialog − New icon for ILB − Hint Labels in Detail & Closeout PDFs Visibility Site Users • Use case − Consistency with data entry UI and UI/UX patterns Configuration N/A Dependencies N/A Copyrig
Slide 20: Data Entry Updates
Day 1 Impact to Data Entry Updates Clinical Teams Yes New icon for ILB • Form • Item Group • Item Visibility Site Users Configuration N/A Dependencies N/A Copyright © Veeva Systems 2022 20
Slide 21: Data Entry Updates
Day 1 Impact to Data Entry Updates Clinical Teams Yes Hint Labels in Detail & Closeout PDFs Visibility Site Users Configuration N/A Form in EDC Form in Detailed PDF Dependencies N/A Copyright © Veeva Systems 2022 21
Slide 22: Audit Trail Enhancements
Day 1 Impact to Audit Trail Enhancements Clinical Teams Yes • Overview • Form Link Audit Trail is available in Review • PDs and Assessments in Audit Trail Export • Updated look & feel for PD Audit Trail • Event Audit Trail to include: Visibility − Event Date Site Users, − Planned Date CRAs, DMs − Ov
Slide 23: Audit Trail Enhancements
Day 1 Impact to Audit Trail Enhancements Clinical Teams Yes Form Link Audit Trail in Review Visibility Site Users, CRAs, DMs Configuration N/A Dependencies N/A Copyright © Veeva Systems 2022 23
Slide 24: Audit Trail Enhancements
Day 1 Impact to Audit Trail Enhancements Clinical Teams Yes PDs and Assessments in Audit Trail Export Visibility Site Users, CRAs, DMs Configuration N/A Dependencies N/A Copyright © Veeva Systems 2022 24
Slide 25: Audit Trail Enhancements
Day 1 Impact to Audit Trail Enhancements Clinical Teams Yes Event Audit Trail Updates Visibility Site Users, Scheduled Offset Events CRAs, DMs Configuration N/A Unscheduled Events Dependencies N/A Copyright © Veeva Systems 2022 25
Slide 26: Audit Trail Enhancements
Day 1 Impact to Audit Trail Enhancements Clinical Teams Yes Form Audit Trail Updates Visibility Site Users, CRAs, DMs Configuration N/A Dependencies N/A Copyright © Veeva Systems 2022 26
Slide 27: Reassessment
V Reassessment
Slide 28: Reassessment
Day 1 Impact to Reassessment Clinical Teams No • Overview • New Reassessment tab in the assessment definition in Studio that allows the user to choose which visible items should trigger a reassessment when data changes • Reassessment only opens when the previous assessment is completed • Previous as
Slide 29: Assessment Enhancements
Day 1 Impact to Assessment Enhancements Clinical Teams Yes • Overview • Can’t complete or edit assessments when study/site is locked • Warning when locking a site with open assessments Visibility Assessment • Use case Editors, Admins When a study or site is locked, users are no longer able to change
Slide 30: Assessment Enhancements
Day 1 Impact to Assessment Enhancements Clinical Teams Yes Visibility Assessment Editors, Admins Configuration N/A Dependencies Assessments Copyright © Veeva Systems 2022 30
Slide 31: Reports
V Reports
Slide 32: Study Summary Metrics Report
Day 1 Impact to Study Summary Metrics Report Clinical Teams No • Overview The Study Summary Metrics Report will summarize how much SDV and DMR has occurred in the study at the site and Visibility country levels. CRA, DM, Lead Data Manager It will include the number of sites, subjects, events and for
Slide 33: Study Summary Metrics Report
Day 1 Impact to Study Summary Metrics Report Clinical Teams No Study Country Aggregates Visibility CRA, DM, Lead Data Manager Study Country Aggregates Configuration N/A Dependencies Review Rollup V2 Copyright © Veeva Systems 2022 33
Slide 34: Event Progress Listing - Review Data
Day 1 Impact to Event Progress Listing - Review Data Clinical Teams No • Overview The Study Summary Metrics Report will summarize how much SDV and DMR has occurred in the study at the site and country levels. It will include the number of sites, subjects, events and forms that are reviewed and calcu
Slide 35: Event Progress Listing - Review Data
Day 1 Impact to Event Progress Listing - Review Data Clinical Teams No Visibility CRA, DM, Lead Data Manager Configuration N/A Dependencies Review Rollup V2 Copyright © Veeva Systems 2022 35
Slide 36: Study Progress Listing Enhancements
Day 1 Impact to Study Progress Listing Enhancements Clinical Teams No • Form Progress Listing SDV and DMR columns are renamed to SDV Complete and DMR Complete • Use case Visibility CRA, DM, Lead This will help clarify if SDV or DMR was completed for a form. Data Manager Configuration N/A Dependencie
Slide 37: Additive Review Listing
Day 1 Impact to Additive Review Listing Clinical Teams No • Overview With the Additive Review Listing, users can report on how much additive review was performed in the study during a specific time period. Visibility In the listing, there will be a summary of the items and event dates reviewed. Addi
Slide 38: Additive Review Listing
Day 1 Impact to Additive Review Listing Clinical Teams No Visibility CRA, DM, Lead Data Manager Configuration Studio Dependencies Additive Review Copyright © Veeva Systems 2022 enabled38
Slide 39: Additive Review Listing
Day 1 Impact to Additive Review Listing Clinical Teams No Additive Review Summary Visibility CRA, DM, Lead Data Manager Configuration Studio Dependencies Additive Review Copyright © Veeva Systems 2022 enabled39
Slide 40: Additive Review Listing
Day 1 Impact to Additive Review Listing Clinical Teams No Additive Review Summary Visibility CRA, DM, Lead Data Manager Configuration Studio Dependencies Additive Review Copyright © Veeva Systems 2022 enabled40
Slide 41: For a dedicated demo of any of these features
For a dedicated demo of any Dedicated these features, DEMO please contact your Account Executive OR Customer Success Manager Copyright Copyright©© Veeva Veeva Systems Systems 2022 2022 41
Slide 42: Thank you
V Thank you