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Integrated
                     Alliance Management Solution

                         Timothy R. Roe
                         AVP - Life Sciences Solutions and Consulting




February 27, 2013   Proprietary and Confidential                        -1-
Our Solution In Brief


      An Executive’s Dream


         Confidential Co.’s Integrated Alliance Management Solution (iAM)
         provides a 360° view of all contractual activities and obligations across
         the continuum of relationship types.

         iAM streamlines relationship management functions and significantly
         enhances an organization’s deal-making and deal-abiding effectiveness
         while removing “incompleteness” in agreements.

         iAM integrates critical strategic alliance components and templates to
         ensure stronger partner trust and to ensure your organization
         consistently maintains “Partner-of-Choice” status.




February 27, 2013   Proprietary and Confidential                                     -2-
Alliance Management Vs.
Integrated Alliance Management (iAM) by Confidential
Co. Alliance Management encompasses and accomplishes much more
Integrated
for a lower expenditure and with zero risk.

The Confidential Co. Difference…

        – Integrated Alliance Management Application and Components

                    • Integration Intelligence-PV: Alliance Framework and Consulting

                    • Operations Intelligence-PV: Best Practices and Compliance

                    • iPrOMPT: BPO On-Line Control, Dashboard, Mobile Drill-down

                                                                                        Confidential Co. is a
                    • Alliance-Type Templates and Customizations                       Supporting Member of
                                                                                              ASAP

                    • Contract and Project Management VIVA Platform

                    • VIVA-Enabled Customer Portals


February 27, 2013      Proprietary and Confidential                                                -3-
The Importance of
An Integrated Alliance Management Application
 No two alliances are the same, nor are they easily managed.


                    Top Ten Competencies of Confidential Co.’s Solution
   1.       Ensures internal alignment and readiness prior to partner engagement
   2.       Maintains a single, comprehensive view of the relationship
   3.       Maintains continuity of intentions, motivations and relationships
   4.       Facilitates decision-making and communication
   5.       Provides strongest ability to monitor milestones and metrics
   6.       Pre-empts issues, facilitates conflict resolution and manages escalation
   7.       Provides supportive arsenal relative to operational and financial
            negotiations
   8.       Aids in the management of governance structures and process
   9.       Is an important alliance life-cycle management tool
   10. Helps to facilitate the most important aspect of any alliance – TRUST

February 27, 2013     Proprietary and Confidential                                 -4-
Confidential Co. Has The In-house Expertise …

Understands All Your Alliance Types
 •    Global Collaborations and Acquisitions
 •    Commercialized Products, Promotional Collaborations & JVs
 •    Pipeline Products (CRO and Pharma/Biotech)
 •    Scientific Exchange, Clinical Research, Development
 •    Med Ed, KOL, Speaker’s Bureau
 •    Other Business Critical Collaborations (Manufacturing, CMO)
 •    General Business, Other (Legal, Financial, Outsourced Functions, Shared Services)


Understands All Your Interdepartmental Relationships
 •    Commercial Business Units
 •    Clinical Research and Drug Development
 •    LMRC
 •    Financial
 •    IT & Reporting, Scorecards and Dash-boarding



February 27, 2013   Proprietary and Confidential                                      -5-
Alliance Management Applications
Need to Cover All Relationship Types…

 Few Do…

                               Continuum of Relationship Types




                                                        But Ours Does…

February 27, 2013   Proprietary and Confidential                     -6-
Maintaining Partner Trust
(Verification System)

 Alliance Management Applications Must Facilitate the
 Maintenance of Partner TRUST

      • Inhibit missed obligations or milestones
      • Track inbound/outbound obligations
      • Provide data protection and business continuity
      • Provide accurate contract management
      • Ensure that staff turnover does not adversely impact
        relationships (governance, cross-training and transparency)
      • Ability to maintain records for 25 years or or more as required by
        contractual mandate, federal and/or statutory laws




February 27, 2013   Proprietary and Confidential                         -7-
Confidential Co.’S Integrated Alliance Management
Approach
Removes Incompleteness
 “Incompleteness” in Alliance Agreements

    •       Changes In Technology And Markets
    •       Uncertainty In With Joint Projects Requirements
    •       Difficulty In Measuring The Inputs And Outputs
    •       The Need For Additional Investments Dedicated To The Joint Project
    •       Integration Among Concurrent Projects
    •       Difficulty In Protecting Intellectual Property

                                                    Incomplete Contract



         Unforeseen External Events                                       Unforeseen Internal Events




                                                   Multiple New Decisions

February 27, 2013   Proprietary and Confidential                                                       -8-
Arsenal Utilization Differentiates The Most Successful
Companies From The Least Successful

   Companies With Success Rates Of >= 60% Report Using The
   Tools Available In The Confidential Co. Arsenal

    Best Practices Alliance Management Arsenal
          •      Alliance Metrics Determination
          •      Robust Alliance Database
          •      Intranet / Information Sharing within Partnership - Partner Portal
          •      Competency Framework For Alliance Managers
          •      External & In-House Alliance Training
          •      Cross-Culture Training Programs
          •      Alliance Handbook Development
          •      Joint Business Planning & Joint Evaluations
          •      Alliance Management As Part Of The Management Development Program
          •      Other Aligned Partner Programs
                                                                                                                          Confidential Co. has
                                                                                                                      IT and Consulting Expertise
                                                                                                                      Across The Entire “Arsenal”
Data Source: 2009 ASAP - The State of Alliance Management: The effect of alliance management tools and processes on
alliance success. Some measures from the 2002 Report



     February 27, 2013          Proprietary and Confidential                                                                                    -9-
Component Integration

                                                                                                        Integration Intelligence-PV
                                                                                                        Alliance Framework and Consulting
        Operations Intelligence-PV
                Best Practices and Compliance                              Operations or                   PV Agreement        Performance     Formulas
                                                                            Integration                                          Targets
                                                                                                Goals                                                         KPIs
                                                                          Consulting for PV
                                                                                                                Strategic                    Tactical
                                                       Alliance                                   Settlement                                              Dashboard
                                                       Survey:                                                               Alliance
                                                     Relationship                                                          Management
                                                                                                               Results                           Thresholds
                                                                                                                               Operational

                                                                                                                   Credits &                  SLA
                                                                                                                   Penalties
                              Partner Systems
                               (BPO Vendors,                                                                                    Triggers
                              CROs, Suppliers,
                                 Alliances)                                  Alliance
                                                                           Management
                                                                           Governance
                                                                             System
       iPrOMPT                                                                                                             Contract
                                                                                                                                                               VIVA –Enable
  BPO On-Line Control                                                                                                     Management
                                                                    Cloud Enablement                                        System                            Customer Portals
    and Dashboard                   Alliance
                                     Mgmt
                                   Dashboar
                                        d



                                                                                                   Safety System
                                                                           Best Practices and        (ARGUS)
                                                                            Stds. Negotiated
                                                    Mobile Device           with Industry and
  Contract and Project                           Alerts / Decision Info        Authorities
Management VIVA Platform                                                                                                       Relation-Type Templates
                                                                                                                                     Integrated & Customizable

 February 27, 2013    Proprietary and Confidential                                                                                                                    - 10 -
Our Assessment Approach

                              iTOPS and Business Outcomes
                              Removes Your Risk Completely




February 27, 2013   Proprietary and Confidential             - 11 -
Confidential Co.’s Journey To Business Outcomes




February 27, 2013   Proprietary and Confidential   - 12 -
Alliance Management Enhancement Roadmap
A Path To Business Outcomes
            Consulting – Assessment                                                     Execution – Building the Technology and Ops Components

                           Improvement                                                                                                         Transformation Initiatives Will                Agreed Upon
                           Initiatives                                                                               Confidential Co.           Lead To An Outcomes-based                     Metrics Post-
                                                                                                                       Technology                      iTOPS Model.                           Assessment
                                                 “To-Be” Solution & Business
                                                                                                                          Layer               (Trusted Partner = Shared Risk)                         --
                                                       Case Accepted
                                                                                                                                        Complete Member Record
                                                                                                                                                                                                      --
                                                                                                                                          with Action Indicator           Transformational            --
                                                                                                     Joint Management &                                                       Benefits
                                                                                                      Governance Model                                                                                -- +1.5
                                                                                                                                                                                                      --
                                                                        Knowledge Management                                                                                                          --
       Business                                                              Framework                                                                                                                --
      Operations                                                                                                                                                        Business Outcomes
     Understanding                                                                                                                                                     Impact of Confidential
                                                                                                                                                                                                      -- +1.0
                                       Simulate Process                                                                                                                         Co.                   --
                                        Improvements                Project Execution                                                                                        Enablers                 --
                                                                       Framework                                                                                                                      --
                                                                                                                                                                         Typical Enhanced
                           “As-Is” Model                                                                        IT Environment Member
                             Baseline                                               Reduce Workflow
                                                                                                                                                                         Productivity Gains           --
                                                                                                                 Data Integration (MDM)
                                                   Solution Design                    Inefficiencies                                                                                                  -- +0.5
                Technical                          Business Model                                                                                                                                     --
                Understanding
                                                                                                                                                                                                      --
                                                                                                                                                                                                      --
                                                                                                                                                                                                      -- 0
                                                                                                                                                                   Average Productivity Gain
                                                                                                                                                                                                      ---
                                                                                                                                                                                                      --
   Changing
                                 Reactive software
                                                                           Knowledge retention
                                                                                                                                                                                                      --
                                 development activities
   Requirements                                                            dependent on people and                                                                                                    -- -0.5
                                                                           experience                                                                                   Impact of Inaction
   Less Clarity In Scope                                                                                                                                                                              --
   & Specification                                                                                                                                                        (Representative)            --
                                                                                                                                    Growing Members and Products
                                                                                                                                                                                                      --
                    Lack of “ground truth”                                                                                          without Complete Member Record                                    --
                    – agreed upon current                                                                                           and Member Master Data
                    state capabilities                    Multi site, multi-vendor collaboration                                                                                                      --
                                                          challenges in design &                                                                                             INACTION                 -- -1.0
                                                          implementation of improvements           Multiple Technologies, hosting                                            Repeating
                                                                                                   environments, resources                                                   Downward
                                                                                                                                                                               Cycle

   PHASE                                                             PHASE                                                           PHASE 3
     1                                                                 2
    Phases: 1-Assessment, 2- Interim Enhancements, 3- Business Outcomes Model
    February 27, 2013           Proprietary and Confidential                                                                                                                                 - 13 -
Confidential Co. Healthcare Consulting Approach



                                 1. Discovery And Assessment
 Phase I
                                 2. Assessment Workshops


                                 3. Findings And Recommendations
 Phase II
                                 4. Build And Install Improvements


                                 5. Monitor And Report On Performance
 Phase III
                                 6. Adapt Solutions Based On Lessons Learned




*Approach is standard to each potential area of improvement

February 27, 2013   Proprietary and Confidential                         - 14 -
Pre & Post-Engagement Assessment Dimensions
(10-Scale)

  Alliance Health
  Expectations < 1 Year




  February 27, 2013   Proprietary and Confidential   - 15 -
The User Experience

                      iAM Applications by Confidential Co.
                                              •    VIVA Portals
                                              •    iPrOMPT Dashboards and Scorecards




February 27, 2013   Proprietary and Confidential                                       - 16 -
Custom Portals




February 27, 2013   Proprietary and Confidential   - 17 -
Custom Dashboards and Scorecards




                                                   Sample Reports Exported to Roambi for iPad




February 27, 2013   Proprietary and Confidential                                                - 18 -
What would you like to see next?



                    We look forward to showing you our alliance management
                    solution and the integrated components in more detail.




                    Thank you,

                    Your Confidential Co. Solutions Team




February 27, 2013    Proprietary and Confidential                            - 19 -

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Integrated Alliance Management Primer

  • 1. Integrated Alliance Management Solution Timothy R. Roe AVP - Life Sciences Solutions and Consulting February 27, 2013 Proprietary and Confidential -1-
  • 2. Our Solution In Brief An Executive’s Dream Confidential Co.’s Integrated Alliance Management Solution (iAM) provides a 360° view of all contractual activities and obligations across the continuum of relationship types. iAM streamlines relationship management functions and significantly enhances an organization’s deal-making and deal-abiding effectiveness while removing “incompleteness” in agreements. iAM integrates critical strategic alliance components and templates to ensure stronger partner trust and to ensure your organization consistently maintains “Partner-of-Choice” status. February 27, 2013 Proprietary and Confidential -2-
  • 3. Alliance Management Vs. Integrated Alliance Management (iAM) by Confidential Co. Alliance Management encompasses and accomplishes much more Integrated for a lower expenditure and with zero risk. The Confidential Co. Difference… – Integrated Alliance Management Application and Components • Integration Intelligence-PV: Alliance Framework and Consulting • Operations Intelligence-PV: Best Practices and Compliance • iPrOMPT: BPO On-Line Control, Dashboard, Mobile Drill-down Confidential Co. is a • Alliance-Type Templates and Customizations Supporting Member of ASAP • Contract and Project Management VIVA Platform • VIVA-Enabled Customer Portals February 27, 2013 Proprietary and Confidential -3-
  • 4. The Importance of An Integrated Alliance Management Application No two alliances are the same, nor are they easily managed. Top Ten Competencies of Confidential Co.’s Solution 1. Ensures internal alignment and readiness prior to partner engagement 2. Maintains a single, comprehensive view of the relationship 3. Maintains continuity of intentions, motivations and relationships 4. Facilitates decision-making and communication 5. Provides strongest ability to monitor milestones and metrics 6. Pre-empts issues, facilitates conflict resolution and manages escalation 7. Provides supportive arsenal relative to operational and financial negotiations 8. Aids in the management of governance structures and process 9. Is an important alliance life-cycle management tool 10. Helps to facilitate the most important aspect of any alliance – TRUST February 27, 2013 Proprietary and Confidential -4-
  • 5. Confidential Co. Has The In-house Expertise … Understands All Your Alliance Types • Global Collaborations and Acquisitions • Commercialized Products, Promotional Collaborations & JVs • Pipeline Products (CRO and Pharma/Biotech) • Scientific Exchange, Clinical Research, Development • Med Ed, KOL, Speaker’s Bureau • Other Business Critical Collaborations (Manufacturing, CMO) • General Business, Other (Legal, Financial, Outsourced Functions, Shared Services) Understands All Your Interdepartmental Relationships • Commercial Business Units • Clinical Research and Drug Development • LMRC • Financial • IT & Reporting, Scorecards and Dash-boarding February 27, 2013 Proprietary and Confidential -5-
  • 6. Alliance Management Applications Need to Cover All Relationship Types… Few Do… Continuum of Relationship Types But Ours Does… February 27, 2013 Proprietary and Confidential -6-
  • 7. Maintaining Partner Trust (Verification System) Alliance Management Applications Must Facilitate the Maintenance of Partner TRUST • Inhibit missed obligations or milestones • Track inbound/outbound obligations • Provide data protection and business continuity • Provide accurate contract management • Ensure that staff turnover does not adversely impact relationships (governance, cross-training and transparency) • Ability to maintain records for 25 years or or more as required by contractual mandate, federal and/or statutory laws February 27, 2013 Proprietary and Confidential -7-
  • 8. Confidential Co.’S Integrated Alliance Management Approach Removes Incompleteness “Incompleteness” in Alliance Agreements • Changes In Technology And Markets • Uncertainty In With Joint Projects Requirements • Difficulty In Measuring The Inputs And Outputs • The Need For Additional Investments Dedicated To The Joint Project • Integration Among Concurrent Projects • Difficulty In Protecting Intellectual Property Incomplete Contract Unforeseen External Events Unforeseen Internal Events Multiple New Decisions February 27, 2013 Proprietary and Confidential -8-
  • 9. Arsenal Utilization Differentiates The Most Successful Companies From The Least Successful Companies With Success Rates Of >= 60% Report Using The Tools Available In The Confidential Co. Arsenal Best Practices Alliance Management Arsenal • Alliance Metrics Determination • Robust Alliance Database • Intranet / Information Sharing within Partnership - Partner Portal • Competency Framework For Alliance Managers • External & In-House Alliance Training • Cross-Culture Training Programs • Alliance Handbook Development • Joint Business Planning & Joint Evaluations • Alliance Management As Part Of The Management Development Program • Other Aligned Partner Programs Confidential Co. has IT and Consulting Expertise Across The Entire “Arsenal” Data Source: 2009 ASAP - The State of Alliance Management: The effect of alliance management tools and processes on alliance success. Some measures from the 2002 Report February 27, 2013 Proprietary and Confidential -9-
  • 10. Component Integration Integration Intelligence-PV Alliance Framework and Consulting Operations Intelligence-PV Best Practices and Compliance Operations or PV Agreement Performance Formulas Integration Targets Goals KPIs Consulting for PV Strategic Tactical Alliance Settlement Dashboard Survey: Alliance Relationship Management Results Thresholds Operational Credits & SLA Penalties Partner Systems (BPO Vendors, Triggers CROs, Suppliers, Alliances) Alliance Management Governance System iPrOMPT Contract VIVA –Enable BPO On-Line Control Management Cloud Enablement System Customer Portals and Dashboard Alliance Mgmt Dashboar d Safety System Best Practices and (ARGUS) Stds. Negotiated Mobile Device with Industry and Contract and Project Alerts / Decision Info Authorities Management VIVA Platform Relation-Type Templates Integrated & Customizable February 27, 2013 Proprietary and Confidential - 10 -
  • 11. Our Assessment Approach iTOPS and Business Outcomes Removes Your Risk Completely February 27, 2013 Proprietary and Confidential - 11 -
  • 12. Confidential Co.’s Journey To Business Outcomes February 27, 2013 Proprietary and Confidential - 12 -
  • 13. Alliance Management Enhancement Roadmap A Path To Business Outcomes Consulting – Assessment Execution – Building the Technology and Ops Components Improvement Transformation Initiatives Will Agreed Upon Initiatives Confidential Co. Lead To An Outcomes-based Metrics Post- Technology iTOPS Model. Assessment “To-Be” Solution & Business Layer (Trusted Partner = Shared Risk) -- Case Accepted Complete Member Record -- with Action Indicator Transformational -- Joint Management & Benefits Governance Model -- +1.5 -- Knowledge Management -- Business Framework -- Operations Business Outcomes Understanding Impact of Confidential -- +1.0 Simulate Process Co. -- Improvements Project Execution Enablers -- Framework -- Typical Enhanced “As-Is” Model IT Environment Member Baseline Reduce Workflow Productivity Gains -- Data Integration (MDM) Solution Design Inefficiencies -- +0.5 Technical Business Model -- Understanding -- -- -- 0 Average Productivity Gain --- -- Changing Reactive software Knowledge retention -- development activities Requirements dependent on people and -- -0.5 experience Impact of Inaction Less Clarity In Scope -- & Specification (Representative) -- Growing Members and Products -- Lack of “ground truth” without Complete Member Record -- – agreed upon current and Member Master Data state capabilities Multi site, multi-vendor collaboration -- challenges in design & INACTION -- -1.0 implementation of improvements Multiple Technologies, hosting Repeating environments, resources Downward Cycle PHASE PHASE PHASE 3 1 2 Phases: 1-Assessment, 2- Interim Enhancements, 3- Business Outcomes Model February 27, 2013 Proprietary and Confidential - 13 -
  • 14. Confidential Co. Healthcare Consulting Approach 1. Discovery And Assessment Phase I 2. Assessment Workshops 3. Findings And Recommendations Phase II 4. Build And Install Improvements 5. Monitor And Report On Performance Phase III 6. Adapt Solutions Based On Lessons Learned *Approach is standard to each potential area of improvement February 27, 2013 Proprietary and Confidential - 14 -
  • 15. Pre & Post-Engagement Assessment Dimensions (10-Scale) Alliance Health Expectations < 1 Year February 27, 2013 Proprietary and Confidential - 15 -
  • 16. The User Experience iAM Applications by Confidential Co. • VIVA Portals • iPrOMPT Dashboards and Scorecards February 27, 2013 Proprietary and Confidential - 16 -
  • 17. Custom Portals February 27, 2013 Proprietary and Confidential - 17 -
  • 18. Custom Dashboards and Scorecards Sample Reports Exported to Roambi for iPad February 27, 2013 Proprietary and Confidential - 18 -
  • 19. What would you like to see next? We look forward to showing you our alliance management solution and the integrated components in more detail. Thank you, Your Confidential Co. Solutions Team February 27, 2013 Proprietary and Confidential - 19 -

Hinweis der Redaktion

  1. Examples of Relationship TypesLow-Level Collaborative InvolvementVendor Contracts such as KOL and Speaker Bureau individual agreementsOutsourcing Contracts such as consultants and other internal functions performed by outside organizationsMid-Level Collaborative InvolvementChannel Partners – CSOs and AgenciesResearch Collaborations – CROs and other development organizationsJVs – Both Commercial and Research focusedHigh-Level Collaborative Involvement Any M&amp;A activity