Vault PromoMats Standard Metrics - Auto-Linked Component - Meeting Materials - Multichannel Any...

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Transcript of Vault PromoMats Standard Metrics - Auto-Linked Component - Meeting Materials - Multichannel Any...

  • Vault PromoMats Standard Metrics

  • 3Copyright © Veeva Systems 2020

    Table of Contents

    Vault PromoMats Standard Metrics Overview1 What are the benefits of Standard Metrics?2 How does Standard Metrics work?3 What are the Standard Metrics Fields?4 How do I prepare for Standard Metrics ahead of 20R2?5

  • 4Copyright © Veeva Systems 2020

    Vault PromoMats Standard Metrics Overview

  • 5Copyright © Veeva Systems 2020

    Benefits of Vault PromoMats Standard Metrics

  • 6Copyright © Veeva Systems 2020

    How Does Standard Metrics Work? 9 doc fields have been added into all PromoMats, MCR and OLS Vaults

  • 7Copyright © Veeva Systems 2020

    Standard Metrics User Input Fields

  • 8Copyright © Veeva Systems 2020

    Standard Metrics Auto-Generated Fields

  • 9Copyright © Veeva Systems 2020

    Standard Metrics Adding Value Today Build reports based on the calculated fields to address common business process questions

  • Deploying Standard Metrics

  • 11Copyright © Veeva Systems 2020

    Timeline

  • 12Copyright © Veeva Systems 2020

    Customer Preparation

  • 13Copyright © Veeva Systems 2020

    How Should I Set the Lifecycle States?

  • 14Copyright © Veeva Systems 2020

    How do I Map My Global Content Type & Currency?

  • 15Copyright © Veeva Systems 2020

    Standard Document Types Standard Document Types will be automatically mapped to a default Global Content Type, and Content

    Creation Cost and Content Creation Currency will default to “Decline to Provide.”

  • 16Copyright © Veeva Systems 2020

    Global Content Type Modifications In 20R1 release the following Global Content Types became INACTIVE

    - Digital - Image - Auto-Linked Component - Meeting Materials - Multichannel

    Any document types mapped to these values will need to be remapped

    Any documents containing any of these inactive global content types will need to be updated to avoid errors when editing documents

    Reach out to Services or CSM for support on this

  • 17Copyright © Veeva Systems 2018

    Suggested Actions Summary

  • 18Copyright © Veeva Systems 2020

    Summary

  • Thank you

    Slide Number 1 Vault PromoMats �Standard Metrics Table of Contents Vault PromoMats Standard Metrics Overview Benefits of Vault PromoMats Standard Metrics How Does Standard Metrics Work? Standard Metrics User Input Fields Standard Metrics Auto-Generated Fields Standard Metrics Adding Value Today Deploying Standard Metrics Timeline Customer Preparation How Should I Set the Lifecycle States? How do I Map My Global Content Type & Currency? Standard Document Types Global Content Type Modifications Suggested Actions Summary Summary Slide Number 19