Analytics: Pharma Analytics (Siebel 7.8) Student Guide D44606GC11 Edition 1.1 March 2008 D54241
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Contents Module i: Course Introduction Module Agenda i.3 Instructor and Class Participants i.4 Training Site Information i.5 Course Audience i.6 Course Prerequisites i.7 Course Goal i.8 Course Objectives i.9 Course Methodology i.10 Course Materials i.11 Course Agenda i.12 Summary i.14 Module 1: Siebel Pharma Analytics Introduction Module Objectives 1.2 Pharmaceutical Customer Management Process 1.3 Develop Customer Strategy 1.4 Develop Customer Tactics 1.5 Gain Customer Access 1.6 Influence Rx Behavior 1.7 Track Results 1.8 Business Intelligence Challenges 1.9 Physician Targeting 1.10 Data Integration 1.11 Sales Analytics for Distributed Teams 1.12 Creating Value over the Product Life Cycle 1.13 Areas Where Siebel Pharma Analytics Creates Value 1.14 Components of Siebel Pharma Analytics 1.16 Siebel ETL Plans 1.17 Prebuilt Pharma Star Schemas 1.18 Best Practices Library of Reports 1.19 Pre-Mapped Metadata for Star Schemas 1.20 Summary 1.21 Lab 1.22 iii
Module 2: Siebel Pharma Analytics Application Overview Module Objectives 2.2 Siebel Pharma Analytics Applications 2.3 Sales Rx Analytics 2.4 Call Activity Analytics 2.5 Sales Objectives Analytics 2.6 Medical Education Analytics 2.7 Physician/Account Profiling Analytics 2.8 Role-Based Bundled Applications 2.9 Sales Executive Analytics 2.10 Sales Representative Analytics 2.11 District Manager Analytics 2.12 Terminology 2.13 Summary 2.14 Lab 2.15 Module 3: Exploring Pharma Analytics Business Model and Physical Structures Module Objectives 3.2 Siebel Pharma Analytics Applications 3.3 Pharma Analytics Application Content 3.4 Siebel Relationship Management Warehouse 3.5 Data Warehouse Application Console: Tasks 3.7 Data Warehouse Application Console: Table Group 3.8 Data Warehouse Application Console: Subject Area 3.9 Data Warehouse Application Console: Execution Plan 3.10 Informatica: Source Dependent Extract (SDE) Mapping 3.11 Informatica: Source Independent Load (SIL) Mapping 3.12 Repository 3.13 Repository: Physical 3.14 Repository: Business Model and Mapping 3.15 Repository: Presentation 3.18 Dashboard 3.19 Medical Education Analytics Application Content 3.20 Slowly Changing Dimension (SCD) Tables 3.21 Siebel Pharma Application SCD Tables 3.22 Account: Type and Name 3.23 Account: Parent and Beds 3.24 Alignment 3.25 Alignment Data Model 3.26 Operational and Power User Tables 3.27 Operational Tables: Aligned 3.28 iv
Power User Tables: Non-Aligned 3.29 Position 3.30 Sales Force (Position Hierarchy Data Model) 3.31 Product 3.32 Account Rank 3.33 Summary 3.34 Lab 3.35 Module 4: Transactional Data Population Rules Module Objectives 4.2 Transactional Data Requirements Overview 4.3 ETL Requirements and Siebel Pharma Configuration 4.4 Siebel Pharma Analytics Hierarchies 4.5 Hierarchy Tables 4.6 Product Hierarchies 4.9 Data Population Rules for Siebel Pharma CRM 4.12 Standard Product Hierarchy 4.13 Product Catalog and Category Hierarchies 4.16 Sales Objectives 4.18 Medical Education Events 4.21 Call Activity: View, Applets, and Business Components 4.23 Call Activity: Source Population Rules 4.24 Summary 4.26 Lab 4.27 Module 5: Creating Sales Hierarchies Module Objectives 5.2 Sales Hierarchies Overview 5.3 Building Sales Position and Territory Hierarchies 5.4 Populating the Sales Position Hierarchy 5.5 1. Build Raw Hierarchy 5.6 2. Push Down Lowest Populated Level 5.7 Sales Force Hierarchies: Presentation Layer 5.8 Populating the Sales Territory Hierarchy 5.10 Alignment Dimension Hierarchy ETL Process 5.11 Populating Sales Territories in Siebel Pharma 5.12 Entering Transactional Data 5.13 1. Create Primary Sales Force Hierarchies 5.14 2. Create Assignment Rules 5.15 v
3. Control Sales Territory Alignment Versions 5.20 Summary 5.22 Lab 5.23 Module 6: Exploring Syndicated Data Module Objectives 6.2 Business Challenge 6.3 Solution 6.4 Siebel Pharma Analytics: Syndicated Data 6.5 Syndicated Data Definitions 6.7 Syndicated Data: High-Level ETL Process 6.8 Syndicated Data Components 6.9 Cross-Reference Data 6.10 Cross-Reference Data: File Types 6.11 Cross-Reference Data: Example 6.12 Cross-Reference Data: Loading 6.13 Cross-Reference Data: Mappings 6.16 Cross-Reference Data: Source-to-Target Mapping 6.17 Syndicated Data 6.18 Syndicated Data: File Types 6.19 Syndicated Data: Example 6.21 Syndicated Data: Mappings 6.22 Syndicated Data: Source to Target Mapping 6.23 Summary 6.24 Lab 6.25 Module 7: Loading Syndicated Data Module Objectives 7.2 Syndicated Data Loading Options 7.3 Use Syndicated Data Staging Tables 7.4 Use Syndicated Data Staging Tables: ETL Process 7.5 Use Siebel Transactional Database 7.7 Use Syndicated Market Staging Tables 7.9 Use Syndicated Market Staging Tables: ETL Process 7.10 Use Syndicated Market Staging Tables: Enabling 7.12 Alignment Assignment Type 7.13 Alignment Dimension Hierarchy 7.15 Alignment Dimension Hierarchy: ETL Process 7.16 Product Dimension Hierarchy 7.17 Product Dimension Hierarchy: ETL Process 7.18 Syndicated Data Loading Features 7.19 vi
Calculated Syndicated Market Fact 7.20 Calculated Syndicated Market Fact: Tables 7.21 Syndicated Data Fact Replication 7.22 Syndicated Data Fact Replication: Tables 7.23 Syndicated Data Fact De-Duplication 7.24 Syndicated Data Fact De-Duplication: Tables 7.25 Syndicated Data Fact Aggregation 7.26 Syndicated Data Fact Aggregation: Tables 7.27 Syndicated Data Loading: Source Files 7.29 Syndicated Data Loading: Execution Plan 7.30 Syndicated Data Loading: Subject Area 7.31 Summary 7.32 Lab 7.33 Module 8: Mobile Analytics Overview Module Objectives 8.2 Business Challenge 8.3 Solution: Siebel Mobile Analytics 8.4 Siebel Mobile Analytics Options 8.5 Mobile Analytics Application 8.6 Synchronization Operation 8.7 Disconnected Analytics Application Manager (DAAM) 8.8 Mobile Analytics Components 8.9 Mobile Analytics Repository 8.10 Mobile Analytics Web Catalog 8.11 SQL Script Files 8.12 Sourcing Query 8.13 Data Set 8.14 Mobile Application Configuration File 8.15 Mobile Directory Structure 8.16 Mobile Analytics Architecture 8.17 Installing Siebel Mobile Analytics 8.18 Summary 8.19 Lab 8.20 Module 9: Exploring the Prebuilt Pharma Mobile Analytics Application Module Objectives 9.2 Pharma Mobile Analytics 9.3 Pharma Mobile Analytics Components 9.4 Prebuilt Role-Based Dashboards 9.5 Pharma Sales Representative Dashboard 9.6 vii
Pharma District Manager Dashboard 9.7 Prebuilt Subject Areas 9.8 Pharma Objective Achievement 9.9 Pharma Promotional Effectiveness 9.10 Pharma Sales Effectiveness 9.11 Prebuilt Star Schemas 9.12 Contact Call Activity Star 9.13 Contact Objective Star 9.14 Syndicated Data Direct Sales Star 9.15 Syndicated Data Indirect ales Star 9.16 Syndicated Data NRx/TRx Star 9.17 Prebuilt Dimensions 9.18 Prebuilt Dimensional Hierarchies 9.19 Prebuilt SQL Scripts 9.20 Prebuilt Sourcing Queries 9.21 Prebuilt Application Configuration File 9.22 Prebuilt Data Sets 9.23 Prebuilt Directory Structure 9.24 Additional Considerations and Recommendations 9.25 Key Differences Between Enterprise and Mobile Models 9.26 Data Visibility 9.27 Prebuilt Integration with Pharma CRM Application 9.28 Recommendations to Extend Mobile Pharma Data Model 9.29 Summary 9.30 Lab 9.31 Module 10: Customizing a Pharma Mobile Analytics Application Module Objectives 10.2 Overview 10.3 Building a Pharma Mobile Analytics Application 10.4 Identify Necessary Configuration Changes 10.5 2. Build SQL Scripts 10.6 3. Customize Mobile Repository: Overview 10.7 3. Customize Mobile Repository: Local Database 10.8 3. Customize Mobile Repository: Physical Schema 10.9 3. Customize Mobile Repository: Physical Layer 10.10 3. Customize Mobile Repository: Database Type 10.11 3. Customize Mobile Repository: Connection Pool 10.12 3. Customize Mobile Repository: BMM Layer 10.13 3. Customize Mobile Repository: Presentation Layer 10.14 3. Customize Mobile Repository: Security 10.15 viii
4. Customize Mobile Web Catalog 10.16 5. Set Up Sourcing Queries 10.17 5. Set Up Sourcing Queries: Filters 10.18 6. Modify Configuration File 10.19 6. Modify Configuration File: Data Sets 10.20 7. Populate Directory Structure 10.21 8. Test and Validate: Application 10.22 8. Test and Validate: Download 10.23 Configuration Considerations and Recommendations 10.24 Static Dimensions 10.25 Common Dimensions 10.26 Fact Tables and Private Dimensions 10.27 Single Table Versus Multiple Table Data Sets 10.28 Incremental Synchronization 10.29 Incremental Data Sets 10.30 Incremental Data Set Validity Checks 10.31 Summary 10.32 Lab 10.33 Module 11: Synchronizing Siebel Mobile Analytics Module Objectives 11.2 Synchronization 11.3 Downloading an Application 11.4 DAD Files 11.5 Initial Synchronization 11.8 Steps Performed by Initial Synchronization 11.9 1. Check Data Sets to Be Synchronized 11.10 2. Run Sourcing Reports 11.11 3. Download Metadata and Scripts 11.12 4. Download Comma Separated Value Files 11.13 5. Execute Scripts to Create Local Database 11.14 6. Populate Local Database 11.15 7. Generate Application-Specific Configuration Files 11.16 Summary 11.17 Lab 11.18 Module 12: Configuring Additional Synchronizations Module Objectives 12.2 Synchronization Methods 12.3 Manual Synchronization 12.4 Silent Synchronization 12.5 ix
Steps to Perform Manual Synchronization 12.6 1. Get Server Information 12.7 2. Select Data Sets to Synchronize 12.8 3. Synchronize 12.9 4. Confirm Synchronization 12.10 Silent Synchronization 12.11 Silent Synchronization: Examples 12.12 Synchronization Modes 12.13 Standard Synchronization 12.14 Preprocessed Synchronization 12.15 Steps to Configure Preprocessed Synchronization 12.16 Create ibots for Sourcing Reports 12.17 Edit Configuration File 12.21 Preprocessing Considerations 12.22 Additional Considerations 12.23 Summary 12.24 Lab 12.25 Module 13: Integrating Mobile Clients Module Objectives 13.2 Business Challenge and Solution 13.3 Siebel Pharma Mobile Web Client 13.4 Local Application Integration 13.6 Integrated Objects 13.7 Analytics Dashboards as Siebel Pharma Screens 13.8 Analytics Reports in the Siebel Pharma Home Page 13.9 Action Links 13.10 Analytics Columns in Siebel Pharma Applets 13.11 Target Lists in the Siebel Mobile Web Client 13.12 Creating Target Lists 13.13 Integrating Mobile Applications 13.14 Steps to Integrate Mobile Applications 13.15 1. Install the Siebel Pharma Mobile Web Client 13.16 2. Configure the Siebel Pharma Mobile Web Client 13.17 3. Modify the Local Repository to Use the Local OLTP 13.19 4. Enable Siebel Mobile Analytics in Silent Mode 13.20 5. Synchronize Both Applications 13.21 5. Synchronization Considerations 13.22 x
6. Test Prebuilt Screens and Action Links 13.23 Summary 13.24 Lab 13.25 Module 14: Wrap-Up Module Objectives 14.2 Course Overview 14.3 Transactional Data Requirements 14.4 Creating Sales Hierarchies 14.5 Exploring and Loading Syndicated Data 14.6 Customizing a Pharma Mobile Analytics Application 14.9 Synchronizing Siebel Mobile Analytics 14.11 Integrating Mobile Clients 14.14 Future Resources 14.15 Thank You 14.16 Appendix: Application Content Sales Rx Analytics Application Content A.2 Call Activity Analytics Application Content A.5 Sales Objectives Analytics Application Content A.6 Physicians/Account Profile Analytics Application Content A.7 xi