PromoMats Training #1 - System Functionalities.pptx

Veeva PromoMats Training #1: System Functionalities ​July 8th, 2024 ​Amal Lahdjel, ProMeasure Consulting Agenda Topics Introduction  What is Veeva Vault PromoMats  Login VVPM  System purpose and main functionalities  Tabs and thei...

Veeva PromoMats Training #1: System Functionalities ​July 8th, 2024 ​Amal Lahdjel, ProMeasure Consulting Agenda Topics Introduction  What is Veeva Vault PromoMats  Login VVPM  System purpose and main functionalities  Tabs and their functionalities 2 ​Introduction Veeva Vault PromoMats Veeva Vault PromoMats, or simply PromoMats, is a content management system utilized as a big content repository to for upload, review, approval and storage of digital assets. 3 ​Introduction Why Vault PromoMats? Veeva Vault PromoMats is a comprehensive solution for compliant, commercial content and digital asset management. Improves Overall Streamline Distribution Global Brand Management Compliance and Withdrawal Betterment Advanced referencing Distribute only approved Effortlessly share assets features, core claims materials and maintain across markets to achieve management, automatic asset control with single- global brand alignment and claims linking, and a click withdrawal and lower content development comprehensive reference automatic expiration. costs. library ensure that your content remains accurate and compliant. 4 ​Introduction Vault PromoMats End-to-end Content Management Create Review Approve Share Publish Brand / Marketing MLR Team Brand / Marketing Brand / Marketing Brand / Marketing Agencies MLR Operations Operations Agencies Agencies Users/Creative Uploaded content Approved content is agencies upload undergoes then validated to Authorized release assets ensuring comprehensive ensure it meets of content ensures compliance with Medical, Legal and compliance Finalized materials accessibility while SOP guidelines Regulatory review requirements before are securely maintaining during content to verify accuracy dissemination. distributed to regulatory creation. and compliance. targeted audiences. adherence. 5 Logging Into The System Veeva Vault PromoMats 6 ​Veeva Vault PromoMats – Login How to Log In Into PromoMats 1. Go to the URL https://advanzpharma- promomats.veevavault.com/ 2. Fill your Advanz login details as received from the email 3. Insert the password selected (first login should receive a reset email) and click on Log In 4. By default, you will be prompted into Tasks 7 System Purpose and Main Functionalities Veeva Vault PromoMats 8 ​Veeva Vault PromoMats – Purpose & Functionalities System Purpose Veeva Vault PromoMats simplifies the creation, review, and approval process for promotional materials, ensuring regulatory compliance. It improves collaboration and efficiency in managing marketing content. The whole digital journey from upload to distribution is called digital asset management. 9 ​Veeva Vault PromoMats – Purpose & Functionalities Functionality: Upload, Review, Approve 1 1. Uploading content into PromoMats is the first step. 2. The content is then reviewed by the 2 MLR team. 3. It is crucial that content reaches the steady states of Approved for Use/Distribution to become available for 3 use. 10 ​Veeva Vault PromoMats – Purpose & Functionalities Functionality: Multichannel Repository Content Execution Insights PromoMats mainly serves as a content Engage content repository for digital asset management, hence a big platform for storing all available content. Approved Email PromoMats is built to function as single Alongside supporting the entire end-to-end journey for commercial content across all source of truth, channels, Vault PromoMats serves as the repository for all Multichannel Content. where all digital assets must be uploaded, CLM, Approved Email, and Engage content are stored in Vault, enabling Content both from the Creators to test in Veeva CRM just as Customers manage their content. marketing team and creative agencies. 11 Tabs and their Functionalities Veeva Vault PromoMats 12 ​Veeva Vault PromoMats – Tabs & Functionalities 01. Tasks Tab 1. A user task is an object Test User record with the User Task class applied, representing a specific unit of work. 1 To view tasks assigned to you go to Home > My Tasks. To complete the task just click on the assigned task and click Complete or select Yes in the Complete field if you have Edit permission. 2. Upon the new PromoMats release updates, a new grey indicator has been added to 2 show only tasks with no due date. 13 ​Veeva Vault PromoMats – Tabs & Functionalities 02. Library Tab 1. The Library Tab contains all the assets uploaded into PromoMats. Be always sure to be in ‘All 1 Library’ when performing a search, and not ‘Recent Library’ or ‘My Library’. 2. From Library it is typically possible to upload new content, search for content by using filters or the search bar as well as starting a multi-documents workflow (upon properly filtering). It is also possible to visualize the content in different ways 2 3 through the layouts. 3. The search filters can be adjusted by simply adding or removing filters by expanding the filter section and adding new parameters. 14 ​Veeva Vault PromoMats – Tabs & Functionalities 03. Reference Tab 1. The Reference Tab shows all the documents pertaining to the ‘Reference Document’ type, hence allowing to view search through all the references placed within the 1 documents. Moreover, the References tab enables users to organize and connect supporting documents, ensuring promotional materials meet accuracy and regulatory compliance standards. 15 ​Veeva Vault PromoMats – Tabs & Functionalities 04-05. Reports and Dashboards Tabs 3 1. Under the Reports Tab and Dashboards Tab it is possible to retrieve all reports and dashboards created by users. 1 2. The Reports tab (on the left) offers comprehensive data summaries and analytics, whereas the Dashboards tab (on the right) provides visual representations and interactive insights for overseeing promotional activities. 3. In the Report tab, there is also the possibility to add new columns to be visualized, truncate cell text or to freeze the column, as well as export reports as text or Excel formats. 2 In the Dashboards tab, it is the same with the difference that there are no export options and the considerable option would be to use screenshots or manually transfer the data as needed. 16 DEMONSTRATION 17 18