2Overview of Life Sciences

Overview of Life Sciences

This chapter provides an overview of Oracle’s Siebel Clinical, Siebel Medical, and Siebel Pharma products. It includes the following topics:

• About Siebel Life Sciences

• About Siebel Clinical

• About Siebel Medical

• About Siebel Pharma

• Product Modules and Options

• Business Functions of Screen Tabs in Siebel Life Sciences

  Note: The procedures in this guide assume that you do not use the Tree navigation control option to access screens and views. However, you can choose to use the Tree navigation control if required. For more information about setting navigation options, see Siebel Fundamentals Guide.

About Siebel Life Sciences

Siebel Life Sciences is comprised of the Siebel Clinical, Siebel Medical, and Siebel Pharma products. Siebel Life Sciences is the only integrated professional and investigator database that captures, tracks, and routes information to other parts of an organization, including the mobile sales force and customer service centers.

About Siebel Clinical

Siebel Clinical allows pharmaceutical companies, biotechnology companies, and contract research organizations (CROs) to better manage the clinical trial process, maintain quality of clinical trials, and manage investigator relationships. It provides a comprehensive set of tools for clinical research associates (CRAs), clinical investigators, and site coordinators, including a personalized Internet portal to conduct study activities more efficiently.

For more information on Siebel Clinical, see Siebel Clinical Trial Management System Guide.

About Siebel Medical

Siebel Medical is a suite of business applications designed specifically for the medical products industry to increase revenue and profitability through strategic customer–partner relationship management, enhanced customer and partner productivity and reduced cost of process inefficiencies.

Siebel Medical supported functionality:

• Flexible contact management, supporting a wide range of contact types, including physicians, nurses, technicians, office staff, and business administrators

• Account management, supporting a wide range of account types, such as hospitals, health maintenance organizations (HMOs), clinics, wholesalers, and group purchasing organizations (GPOs)

• Support for creating and executing complex agreements, which helps make sure correct delivery of benefits and execution of penalties

• Adverse Event and Complaints management to handle the complete life cycle of a complaint or adverse event, including generation of reports and follow-up reports for submission to regulatory agencies

• Advanced, specific querying and list generation, allowing product promotion to targeted accounts and health care professionals

• Activity management, integrated with the Siebel Calendar, promoting streamlined customer support and service

• Medical education event planning, aiding planning and preparation for many types of medical education events by tracking speakers, invitees, meeting related activities, and expenses

• Comprehensive analysis charts, presenting sales and product usage trend by account, postal code, territory, and plan

• Opportunity management, allowing focused product promotion and opportunity tracking

• Enterprise-wide product information for employees, allowing consistent, accurate, and up-to-date information sharing across sales teams, customer support, and field service

• Simplified workflow to manage assets at customer site, supporting shipments in or out, orders, inventory counts, adjustments and reconciliation

• Support for customer service centers that handle medical inquiries, service requests, and other related issues

• Handling of a large number of inbound telephone calls, faxes, email, and Internet correspondence for customer service, sales, and medical support

• Support for outbound calling for telesales, telemarketing, and meeting planning

• Modeling of products and services that incorporates internal expertise, allowing sales representatives to configure and quote error-free customer solutions

• Field-service functions that provide service center agents, warehouse staff, and field service engineers the tools to respond to service requests

• Functionality to receive service calls, verify service agreements and entitlements, enter a service request, search for solutions, create activities for a service request, and assign and dispatch field service engineers

• Detailed customer configuration, management of trunk inventory, tracking of parts consumption and logistics, management of inventory replenishment, and integration of return materials authorizations and service orders

• Service details, including the required skills, tools, and parts for service activities

• Management of preventive maintenance plans, and repair of defective parts

• Tracking and analysis of service costs, preparation of invoices for service, and tracking of payments

• Definition of asset characteristics and recording of readings from medical equipment (assets) in the field for preventive maintenance, billing, and service

• Audit trail of activities

• Single application to manage partner interactions through the entire partner life cycle, from recruitment, registration, profiling, certification, joint planning, and execution through measurement and analysis of partner performance

• Sharing of opportunities, service requests, accounts, solutions, and other business information with partners in the same way as with employees

• Processes and tools to work collaboratively with partners to develop plans to meet strategic goals; helps analyze partnership effectiveness, forecast revenue, manage market development funds, and analyze partner performance

About Siebel Pharma

Siebel Pharma is a suite of business applications specifically designed for the pharmaceutical industry. Siebel Life Sciences provides the industry's only integrated solution that allows information captured through multiple channels to be shared between sales and marketing, clinical affairs, customer services and other parts of an organization.

Siebel Pharma supported functionality:

• Flexible contact management, supporting a wide range of contact types, both prescribers and nonprescribers, including physicians, pharmacists, nurses, office staff, and business administrators

• Account management, supporting a wide range of account types, such as hospitals, pharmacies, health maintenance organizations (HMOs), clinics, wholesalers, and group purchasing organizations (GPOs)

• Advanced, specific querying and list generation, allowing product promotion to targeted accounts and health care professionals

• Activity management, tightly integrated with the Siebel Calendar, promoting streamlined call planning and call reporting

• Medical education event planning, aiding efficient planning and preparation for many types of medical education events by tracking speakers, invitees, meeting-related activities, and expenses

• Smart Calls, which are call report templates supporting true one-button call reporting

• Comprehensive analysis charts, presenting sales and prescription (Rx) trends by postal code, brick (retail sales analysis territory), territory, plan, and prescriber

• Dedicated formulary-opportunity management, allowing focused product promotion and opportunity tracking

• Sales effectiveness tools and methodologies, including Target Account Sales (TAS) and Enterprise Selling Process (ESP), to shorten the sales cycles and increase account revenue and production

• Contract and pricing management, including contract creation, approval, execution, renewal, and contract-based pricing

• Enterprise-wide product information for employees, allowing consistent, accurate, and up-to-date information sharing across sales teams and sales forces

• Simplified sampling workflow for users and administrators, supporting shipments in or out, orders, inventory counts, adjustments, and reconciliation, as well as tracking by lot numbers

• Support for a full customer service center that handles medical inquiries, adverse events, and other related issues

• Handling of a large number of inbound telephone calls, faxes, email, and Internet correspondence for customer service, sales, and medical support

• Support for outbound calling for telesales, telemarketing, and meeting planning

Product Modules and Options

You can purchase many Siebel Business Applications modules and use them with Siebel Life Sciences. In addition, you can purchase the optional modules that are specific toSiebel Life Sciences to provide enhanced functionality for various business processes.

For information about the optional modules to use with Siebel Life Sciences, contact your Oracle sales representative.

This guide documents Siebel Life Sciences with the optional modules installed. In addition, the Sample database includes data for optional modules. If your installation does not include some of these modules, your software interface will differ from that described in some sections of this guide.

The exact configuration of Siebel Life Sciences screens and views depends on your company’s configuration of the application. For introductory information on using the Siebel Life Sciences interface, see Siebel Fundamentals on the Siebel Bookshelf.

Note: The Siebel Bookshelf is available on Oracle Technology Network (http://www.oracle.com/technetwork/indexes/documentation/index.html) and Oracle Software Delivery Cloud.

Business Functions of Screen Tabs in Siebel Life Sciences

The Siebel Life Sciences interface provides various task-specific screens and views for administrative and end-user functions.

Note: Most administrative tasks are performed from administration screens that are accessed from the Site Map. You cannot access these from the screen tabs.

The following information lists the most frequently used Siebel Life Sciences screens and the functions of the views in those screens.

Table Siebel Life Sciences Screens

Screen Tab	Functions	For More Information
Accounts	Manage information about accounts (such as hospitals, HMOs, clinics, wholesalers, GPOs, and pharmacies) and affiliate accounts, contacts, and other information about a particular account.	Administering and Managing Accounts in Life Sciences
Accounts Contacts	Manage information about account-contact affiliations within dedicated Accounts Contacts List views, and also within an Accounts Contacts Weekly Call Planning screen. The Account-Contact records displayed in these screens are managed within the Siebel Pharma application as a set of separate Targeting records for each Sales Representative Position.	Managing Account Contacts in Life Sciences in this guide
Activities	Manage activities with contacts and accounts, and create contact and account calls (with or without Smart Calls).	Planning Calls in this guide and Siebel Applications Administration Guide.
Agreements	Manage information about agreements, administrative contracts, and entitlements.	Siebel Field Service Guide.
Analysis	Display prescriber, account, plan, payer, and territory-level sales and Rx data.	Analyzing Syndicated Data in this guide
Assets	Manage information about products sold to accounts.	Siebel Field Service Guide
Business Plans	Create business plans for MCO (Managed Care Organizations) and PBMs (Pharmacy Benefit Managers).	Managing Managed Care Accounts in this guide
Calendar	Create and display activities (including to-do activities) and share calendar information with coworkers.	Planning Calls in this guide and Siebel Fundamentals
Campaigns	Manage outbound communications with prospects targeted for a particular marketing effort.	Siebel Marketing Installation and Administration Guide and Siebel Marketing User Guide
Clinical Programs	Manage information about clinical trial programs.	Siebel Clinical Trial Management System Guide
Contacts	Manage information about health care professionals (such as formulary directors, hospital administrators, pharmacists, and physicians) and their affiliations with other contacts and accounts.	Managing Contacts in Life Sciences in this guide
Corrective Actions	Manage corrective actions for adverse events and complaints.	Managing Corrective and Preventative Actions in this guide
Document Tracking	Track documents at multiple levels (Site, Region, or Protocol) for multiple entities (Contact or Account)	Administering and Managing Accounts in Life Sciences Managing Contacts in Life Sciences Siebel Clinical Trial Management System Guide
Expense Reports	Manage expense report information for your expenses, or your team’s expenses.	Siebel Project and Resource Management Administration Guide
Forecasts	Create business forecasts based on opportunities or products.	Siebel Forecasting Guide
Home	The first screen you see when you log in to theSiebel Life Sciences application. It is a centralized screen that summarizes contacts, accounts, and activities.	Siebel Fundamentals
List Management	Perform queries on profile information (such as best times to call and market ranking), as well as sales and Rx data, in order to generate target lists of contacts or accounts.	Planning Calls in this guide
Literature	Display company- and industry-related literature cataloged by the Oracle administrator.	Siebel Applications Administration Guide
MedEd	Manage medical education events.	Managing Pharma Medical Education Events in this guide
Objectives	Define objectives for contacts and accounts and monitor progress made toward meeting goals.	Setting and Achieving Objectives in this guide
Opportunities	Manage formulary opportunities and affiliate contacts, accounts, and other information with a particular opportunity.	Siebel Applications Administration Guide
Orders	Manage information about samples ordered by physicians through your company’s Web site, as well as all goods and service orders recorded by the service organization.	Siebel Order Management Guide
Product Issues	Managing adverse events and complaints made against medical products.	Investigating Adverse Events and Complaints Communicating with Customers for Adverse Events and Complaints Management and Communicating with Customers for Adverse Events and Complaints Management in this guide
Products	Display current product information, including key features and product trends.	Managing Products for Life Sciences in this guide
Quotes	Automatically generate quotes tailored to meet customer requirements.	Siebel Order Management Guide
Receiving	Record and review information relating to a physical receipt of material.	Siebel Field Service Guide
Regulatory Reports	Create Managing complaints made against medical products.	Regulatory Reporting in this guide
Repairs	Track defective products returned to a service center for repair.	Analyzing Syndicated Data in this guide and Siebel Field Service Guide
Routes	Create routes to schedule regular visits to groups of accounts.	Planning Calls in this guide
Samples	Organize phases of samples workflow: shipments, orders, adjustments, inventory counts, and reconciliation.	Managing Pharma Samples in this guide
Service Requests	Manage requests for medical or product information, adverse events, complaints, and related activities and attachments.	Capturing Adverse Events and Complaints in this guide and Siebel Field Service Guide
Shipping	Record and review information relating to a physical shipment of material.	Siebel Field Service Guide
Smart Calls	Create and edit Smart Call templates that are applied in the Contact Call Detail and Account Call Detail views.	Creating Smart Calls in this guide
SmartScripts	Define the application workflow for an interactive situation in a script. These interactive situations could include inbound communications (such as customer service) and outbound contacts (such as telemarketing).	Siebel SmartScript Administration Guide
Solutions	Enter and display resolutions successfully used for reported problems.	Siebel Field Service Guide
Time Off Territory	Manage information about time when sales representatives and field personnel are out of their territories, not working on activities directly associated with accounts, contacts, or opportunities.	Tracking Time Off Territory in this guide
Time Sheets	Track employee time, by project, for compensation and billing purposes.	Siebel Project and Resource Management Administration Guide