Third, related object components deliberately display only two columns of information: Name (of record) and a secondary field. The components' fields and record summaries provide event owners enough insight to take action by creating or managing Speakers, Attendees, Event Team Members, etc. Second, users have access to not only EM Event Detail but also related object information all in the same screen accompanied by summary roll-ups of records for quick reference. The current status of the event is shown in dark blue in order to draw the eye while historical statuses are grayed out and future statuses remain white since they are untouched. This quick visual reference is aided by helpful next steps text right below so tasks can easily prioritized. First, users are able to visualize the sequential timeline of event statuses which is provided at the top of the screen. The same concept applies to UI/UX design seen below. In doing this, individuals require access to high-level information while having the ability to dig deeper into information as needed to make a decision. Management is defined as "the process of dealing with or controlling things or people". I boiled down the usability of Veeva EM into a singular verb, to manage. The idea of maximizing utility for current users was the core guideline of this redesign effort. Veeva CRM iPadOS Redesign Maximizing Utility and Accessibility
My experiences working alongside customer stakeholders and field users to date has informed the Veeva CRM iPadOS redesign of Veeva EM that I will walkthrough below which will be followed by the extension concept of Veeva EM with iOS. Thousands of field users use Veeva EM around the world to streamline management of these types of events. Companies aim to partner with healthcare professionals to become advocates for their drugs as it pertains to a particular therapeutic area or specialty. Event execution ultimately depend on company strategic initiatives aiming to position incumbent drugs or emerging drugs on the verge of FDA approval. Veeva EM enables pharmaceutical and biotech field users to schedule events, manage participants (speakers, attendees, and team members), associate budgets and expenses to ensure activities are being executed in a compliant manner according to various regions' regulations, e.g. This single solution is integrated with Veeva commercial applications and accessible via web browser or iPadOS Veeva CRM application. Veeva Events Management (EM) is a tool for managing various types of virtual and in-person events that streamline collaboration and compliance for life sciences. It is imperative that Veeva continues to extend functionality to iOS development to allow further flexibility for users in our increasingly complex daily lives. Beyond this, I conceptualized Veeva EM for Veeva CRM iOS as this application is currently limited to basic CRM functionality. In effort to address these improvements, I embarked on an unsolicited redesign of the Veeva CRM iPadOS application to improve the UI/UX of Veeva EM. All of these enhancements have been communicated to and collaborated on alongside Product Managers at Veeva. In my day-to-day experience, I have come to observe common behaviors exhibited by customer field forces when using Veeva applications and recognize areas within Veeva CRM that would benefit from improved UI/UX.
VEEVA CRM UI BROWSER WINDOWS
Customers access the Veeva platform via web browser, iPadOS, iOS, and Windows applications.
I work daily with stakeholders by identifying customer requirements and overarching goals then design and implement solutions to fit their needs.
VEEVA CRM UI BROWSER SOFTWARE
I currently work in a Solution Architect capacity leading software implementations for Veeva Customer Relationship Management (CRM) and Events Management (EM) verticals for pharmaceutical drug commercialization efforts. I have been fortunate enough to contribute to Veeva's growth over the last five years and be a part of a public benefit corporation that continues to push the industry forward in every way. With relentless and consistent execution year-over-year, Veeva has become an unstoppable force in the space by providing an impressive suite of software solutions for pharmaceutical R&D and commercialization. The mission of Veeva has been to be the industry cloud for life sciences.
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