contents - model n€¦ · ht102 high tech reports (reports eveloper’s kit) course description:...

Model N University Course Descriptions

2016 Model N – Confidential and Proprietary

Contents 1. MODEL N HIGH TECH.............................................................................................................................. 2

1.1. Business and Project Track ............................................................................................................. 2

1.1.1. HT100 High Tech Core Fundamentals .................................................................................... 2

1.1.2. HT101 High Tech Business Process Implementation .............................................................. 3

1.2. Technical Series .............................................................................................................................. 4

1.2.1. HT102 High Tech Reports (Reports Developer’s Kit) .............................................................. 4

1.2.2. HT200 High Tech Cloud System Administration ..................................................................... 5

1.2.3. HT201 High Tech Configuration (Application Developer’s Kit) ............................................... 6

2. MODEL N LIFE SCIENCES ......................................................................................................................... 8

2.1. Business and Project Track ............................................................................................................. 8

2.1.1. LS100 Life Sciences Core Fundamentals ................................................................................. 8

2.1.2. LS101 Life Sciences Commercial Suite Overview .................................................................... 9

2.1.3. LS102 Life Sciences Government Pricing .............................................................................. 10

2.1.4. LS103 Life Sciences Medicaid ............................................................................................... 11

2.1.5. LS104 Life Sciences Intelligence Fundamentals .................................................................... 12

2.1.6. LS105 Life Sciences Price Intelligence ................................................................................... 13

2.1.7. LS106 Life Sciences Managed Care Intelligence ................................................................... 14

2.1.8. LS107 Life Sciences Ad Hoc Reporting .................................................................................. 15

2.2. Technical Series ............................................................................................................................ 16

2.2.1. LS201 Life Sciences Strategy Designer Workshop ................................................................ 16

3. MODEL N REVVY REVENUE MANAGEMENT ......................................................................................... 17

3.1. Business and Project Track ........................................................................................................... 17

3.1.1. RV101 Revvy Sales ................................................................................................................ 17

3.1.2. RV102 Revvy Rebates ........................................................................................................... 18

3.1.3. RV103 Revvy GPM (Global Price Management) ................................................................... 19

3.1.4. RV104 Revvy CPQ (Configure, Price Quote) ......................................................................... 20



MODEL N HIGH TECH Business and Project Track

HT100 High Tech Core Fundamentals Course Description: the course provides an understanding of Model N High Tech key functionality that is used

across the application. The course reviews the Model N High Tech core platform topics, including how data security is applied within the Model N High Tech application. Participants learn creation and administration of users, accounts, channel partners, and contacts. Participants also learn how to create and maintain the product catalog, including creation and use of Root Parts and their related functionality. Attendees will work with Model N High Tech notification rules and alerts, including using date-based and escalation alerts, as well as publishing alerts. Participants learn firsthand how to utilize the Model N High Tech personalization options including creating and using saved searches and their own column layout on summary pages.

Users attending this course will learn about the analytic functions available within Model N High Tech, including using existing reports, developing new reports using the Reports Developer’s Kit, creating, using, and publishing dashboards and charts, and effective use of the business analysis function. It briefly reviews the configuration and integration options.

Audience: Application Administrators, Technical Team Members, Project Management, Team Members

Topics:

Navigating Model N High Tech

Personalizing Model N High Tech, including My Shortcuts and My Views

Access Control

User Administration, including Roles, Capabilities, and Organizations

Managing Data

Managing the Product Catalog, including Root Parts

Managing Distributors

Managing Customers

Using Alerts and Notification Rules, including Date-Based, Escalation, and Publishing Alerts

Working with Model N High Tech Analytical Tools, including Reports, RDK, and Dashboard

Reviewing Options for Configuration and Integration

Format: Instructor-led

Duration: 2 Days

Prerequisites: Experience with enterprise application package deployments and strong knowledge of software development methodologies.

Price: $1,500 per individual via Online University, $11,000 per private class (online or live) up to a maximum of 12 students



HT101 High Tech Business Process Implementation Course Description: This course provides participants with the knowledge of how the provided functionality of

Model N High Tech behaves, with a goal of faster and smoother implementation due to better product understandingStudents learn how to create opportunities and registrations, continuing to enter key data, and how to migrate these records into valid quotes, and from quotes onto orders or debits. Participants learn the logic of the Model N High Tech pricing engine. The course addresses how to create and maintain pricing rules, conversion rules, and multiple price books. Students learn how the pricing engine integrates with both OEM and MPP contracts (including step-pricing contracts). Attendees will learn the functionality and logic of advanced contracts and compliance.

Participants learn how to use the POS and Debit functionality of Model N High Tech, experiencing hands-on how to reconcile imported POS and credit data with the application data. Participants create and apply multiple commission rules, and review how the commission functionality relates to the sales process within Model N High Tech.

The course addresses the Model N High Tech application behavior as related to inventory, returned materials, price protection and stock rotation.


Topics:

Opportunities

Design Registration

Samples

Quoting

Pricing Tables and Engine

Multicurrency

Contracts

Order Management

Debits

POS

Commissions

Inventory

Channel Asset Management, including Stock Rotation and Price Protection

Return Material Authorizations


Duration: 3 Days

Prerequisites: Experience with enterprise application package deployments and strong knowledge of software development methodologies; Model N High Tech Fundamentals.




Technical Series

HT102 High Tech Reports (Reports Developer’s Kit) Course Description: Participants will learn how to design and implement custom reports using the Report

Developers Kit. This course explores the functionality of designing and creating custom reports using the Report Developers Kit.

Audience: Application Administrators, Business Administrators

Topics:

Business Administration Overview

Report Developers Kit


Duration: 1 Day

Prerequisites: Experience with enterprise application package deployments and strong knowledge of software development methodologies; Model N High Tech Fundamentals; Model N High Tech Business Process Implementation.

Price: $750 per individual via Online University, $5,500 per private class (online or live) up to a maximum of 12 students



HT200 High Tech Cloud System Administration Course Description: This course enables participants to administer their own Model N High Tech environments.

Participants will learn to explore and become familiar with the Model N High Tech Data Model constructs, and use Model N High Tech ProLink methods to define import and export behavior. This course reviews the different architecture options within Model N High Tech.

Audience: Application, Database, and Integration Administrators, Technical Support Representatives, Technical Team Members, Implementation Managers

Topics:

Introduction

Administrating Model N

Scheduled Events

Dashboard

Maintaining Model N

Data Model Overview

Working with Model N ProLink Imports

Working with Model N ProLink Exports

Working with ProLink HTTP Post

Exploring the ProLink XML Toolkit


Duration: 2 days





HT201 High Tech Configuration (Application Developer’s Kit) Course Description: This course will enable participants to identify proper configuration choices, implement those

choices in their test environment, and eventually migrate those changes to the production environment. The course provides participants with hands-on experience with configuring the Model N High Tech application pages and processes.

Audience: Application Developers, Implementation Team Members, Technical Support Members

Topics:

Configuration Options within the High Tech Revenue Management Suite

Configuration Boundaries within the High Tech Revenue Management Suite

Creating New Fields

Creating New Quick Search Fields

Creating New Action Buttons

Creating New Actions Icons

Creating Custom Actions

Creating Custom Alerts, including Date-Based Alerts and Escalation Alerts

Creating Custom Capabilities

Working with Key Files

Migrating Configuration


Duration: 5 days

Prerequisites: Experience with enterprise application package deployments and strong knowledge of software development methodologies; Model N High Tech Fundamentals; Model N High Tech Business Process Implementation.




MODEL N LIFE SCIENCES Business and Project Track

LS100 Life Sciences Core Fundamentals Course Description: This one-day course is intended for all members of the Model N implementation,

administration, and management teams, this course will allow students to become familiar with the core components of the Model N application. Through discussion and hands-on lab exercises, students will learn about navigation, architecture, data security as well as work flow components including alerts and approval routing.


Topics:

Business Process Overview

Navigation

Security

Architecture

Community

Catalog

Alerts

Approval Routing

Basic Application Administration

Defining and Configuring Reports


Duration: 1 Day





LS101 Life Sciences Commercial Suite Overview Course Description: This four-day course is intended for all members of the Model N implementation,

administration, and management teams, this course is designed to provide a basic understanding of Model N’s Commercial Application suite. The suite includes Pricing Management, Contract Management, Contract Compliance, Chargebacks (Distributor Rebates) and Incentives (Rebates, Admin Fees & Service Fees). Students will also be exposed to Model N’s supporting applications including Membership Management and the Price Engine. Students will follow a contract from creation to submission for approval, to amendment. They will manage contracts, customer eligibility and commitments, and how to set up Incentive Programs. Students will work with Chargebacks, Incentive Programs and Contract Compliance issues.


Topics:

Brief overview and current challenges of the Medical Device and Pharmaceutical landscape

Basic Pricing Management – Price Lists and Floors

Basic Contract Creation and Management

Complex Contract Creation (Group Contracts, Government Contracts, Complex Pricing and Promotions, Price Monitoring, Bid Awards)

Contract Lifecycle and Approval Management

Market Share Programs in Pharma (Setting up Market Baskets, Creating Market Share Rebate Programs on Contracts)

Maintaining Membership

Chargeback Processing (Sales Submissions and Data Manager)

Monitoring and Analyzing Compliance Results

Processing Incentive Programs (Rebates, Admin Fees & Service Fees)

Managed Care (Rebates and configuration, Plan and Formulary Management, MC Contracts, Programs, and Utilization)


Duration: 4 Days

Prerequisites: Life Sciences Core Fundamentals




LS102 Life Sciences Government Pricing Course Description: This two-day course is designed to provide Project Managers and Business Analysts with an

overview of Model N’s Government Pricing application as well as a clear understanding of all phases and associated deliverables for a Government Pricing implementation. Emphasis is placed on Model N’s approach to regulatory compliance as part of the Revenue Management suite. As part of the course, students will become familiar with how to use the Government Pricing application including: managing pricing methodologies, calculating government prices, performing data analysis and filing with various government agencies.


Topics:

Introduction to the Model N Government Pricing application

Government Price Types and Policies

Workbooks and Calculations

Filings and Restatements


Duration: 2 Days





LS103 Life Sciences Medicaid Course Description: This two-day course is designed to provide Project Managers and Business Analysts with an

overview of Model N’s Medicaid Claims Processing application as well as a clear understanding of all phases and associated deliverables for a Medicaid implementation. Emphasis is placed on Model N’s approach to regulatory compliance as part of the Revenue Management suite. As part of the course, students will become familiar with how to use the Medicaid application including: how to process and pay claims, manage adjustments and disputes, and manage federal Medicaid and State Supplemental programs. Additionally, students will become familiar with system administration processes that include maintaining CPI-U and T-bill rates and the setting up approval routes.


Topics:

Brief overview and current challenges of the regulatory pharmaceutical landscape

Medicaid Project Methodology

Program Management: Setting up and implementing a Medicaid program

Pricing Management: URA Price Lists

Claim Processing: Processing claims, adjustments and payments

Payment Processing

Approval Routes

Administration: Maintaining Medicaid payee and product information



Duration: 2 Days





LS104 Life Sciences Intelligence Fundamentals Course Description: This course is a one-day class designed to provide contract, pricing, sales operations and

finance managers with a working knowledge of the functional areas of Qlikview Core Platform software. Students will learn how to use the tool’s various filters and functions to perform and share in-depth analysis to measure business performance in multiple dimensions and using multiple key performance indicators. They will become familiar with how to dynamically slice and dice and drill through multiple levels and analysis models to research data.


Topics:

Overview of Analytics: loading the data mart and understanding available data to analyze

Navigating Qlikview software

Using the Intelligence tool: running, saving, sharing and exporting analyses and printing reports

Understanding Filters



Duration: 1 Day





LS105 Life Sciences Price Intelligence Course Description: This course is a one-day class designed to provide contract, pricing, sales operations and

finance managers with a working knowledge of the functional areas of Qlikview Core Platform software. Students will learn how to use the tool’s various filters and functions to perform and share in-depth analysis to measure business performance in multiple dimensions and using multiple key performance indicators. They will become familiar with how to dynamically slice and dice and drill through multiple levels and analysis models to research data.


Topics:







Duration: 1 Day





LS106 Life Sciences Managed Care Intelligence Course Description: This one-day course is designed to managed care contracting and sales operations access to

rich contracting and utilization data through a centralized view. Managed Care Intelligence gives insight into how your contracted managed care business is performing across the multiple dimensions of customers, products, and rebates. Students will learn how to use the tool to view and deliver key Managed Care key performance indicators – from volume, market share and rebate analysis to formulary behavior – to pick-up on and respond quickly to changing market dynamics. They will also learn how to boost contract performance and profitability through the powerful analytics capabilities of Managed Care Intelligence, including how to understand market share and volume trends, formulary tier impact, and rebate/incentive effectiveness, determine which payers to contract with and how, and formulate contracting and rebating strategies that enhance long-term performance and overall profitability.


Topics:

Application Basics: User Interface, Toolbar, Bookmarks, Notes, Printing/Downloading an Analysis

Dashboards and Reports: Business Review, Rebate Performance, Summary Metrics

Selections for Data Filtering

Supported Metrics

Business Views and Associated Dimensions and Facts

Ad-Hoc Reports: creating, sharing

Access Rules and Resources


Duration: 1 Day

Prerequisite: Intelligence Fundamentals




LS107 Life Sciences Ad Hoc Reporting Course Description: This course is intended for those who will be developing ad hoc reports for the Model N

application. The course covers the available Advanced Reporting data modules, navigation, running, saving, viewing reports, exporting reports to a spreadsheet, file, or printer, creating, sharing, and viewing notes, and bookmarking. Users will also learn how to create, view, and share an Advanced Report, filter report results and attributes and work with metrics. Other topics include changing a report template and working with filters and Tabs.


Topics:






Duration: 1 Day

Prerequisite: Intelligence Fundamentals




Technical Series

LS201 Life Sciences Strategy Designer Workshop Course Description: This workshop-style course is for anyone who wants to use the Model N Strategy Designer to

make changes to or even completely customize the logic that defines how institutional or managed care rebates are calculated. After completing this course, students will be able to use Filters to precisely define custom transaction sets to use in a calculation, create and modify Formulas to define the calculation logic, use Structure objects to define custom contract attributes required in Formulas and expose those attributes in the contract, use the Dry Run feature to debug and troubleshoot the logic in Formulas, and use the Tracker feature to import and use custom external data in Formulas. Students will learn how to use these technologies to define logic Components for both Tier Basis calculations and Benefit calculations for rebate programs. This course will cover the required concepts for using Strategy Designer but will heavily emphasize use cases and hands-on practice with the Strategy Designer tool.

Topics:

Types of problems solved by Strategy Designer

Decomposing the problem

Elements of the Strategy Designer Tool

Strategy development process

Incorporating strategies in contracts

Viewing results of strategy calculations

Defining Filters for custom transactions

Defining Formulas for calculation logic

Defining Structures for calculation components

Using Tracker to import custom external data


Duration: 4 Days

Prerequisites: Life Sciences Core Fundamentals; Life Sciences Commercial Suite Overview; some technical acumen




MODEL N REVVY REVENUE MANAGEMENT Business and Project Track

RV101 Revvy Sales Description: This course is intended for all members of the Model N High Tech implementation, administration,

and management teams. The course provides an understanding of Model N Revvy Sales key functionality that is used across the application. The course reviews the Model N High Tech core platform topics, including how data security is applied within the Model N Revvy Sales application. Participants learn creation and administration of users, accounts, and channel partners. Participants also learn how to create and maintain the product catalog, including creation and use of Root Parts and their related functionality. Attendees will work with Opportunity/Registration sales and revenue, including solution selling and transfer business, and will use the analytic reports and dashboards.


Course Objectives: To enable participants to navigate and work with the fundamental functions of accounts, products, users, alerts, and analytics within Model N Revvy Sales.

Topics:

Revvy Sales Overview

Revvy Navigation

Revvy Sales Setup

User Management

Accounts and Distributors

Products

Design Opportunity & Registration

Opp/Reg Sales and Revenue

Reports and Dashboards


Duration: 1 Day

Prerequisites: None




RV102 Revvy Rebates Description: This course is intended for all members of the Model N High Tech implementation, administration,

and management teams. The course provides an understanding of Model N Revvy Rebates key functionality that is used across the application. The course reviews the Model N High Tech core platform topics, including how data security is applied within the Model N Revvy Rebates application. Participants will learn of Revvy Rebates’s seamless workflow, including integration, eligibility, and cross-functional validation with Revvy CPQ, Revvy Contract Management, Revvy Global Price Management, and Accounts. Attendees will work with Rebate Performance Dashboards and Analytics.


Course Objectives: To enable participants to navigate and work with the fundamental functions of Model N Revvy Rebates.


Duration: 1 Day

Prerequisites: None




RV103 Revvy GPM (Global Price Management) Course Description: This one-day course will give pricing managers an overview of the functionality available within

Model N’s global pricing application. Come learn how to realize better prices throughout a drug’s life cycle, execute pricing strategy more effectively and drive better business governance with centralized pricing. Attendees will learn about international reference pricing, perform pricing requests and approvals, set country rules, create simulation from events and product launch sequences, and learn about data visibility. As part of the class users will have hands on experience exploring this intuitive and quick software that is integrated with Salesforce.com, the industry-leading SaaS platform.


Topics:

Navigation

Country Rules and References

Price Lookup by Country

Events and Launch Tracker

Risk and Price Analyzer

Price Change Request, Approval and Update


Duration: 1 Day

Prerequisites: None




RV104 Revvy CPQ (Configure, Price Quote) Course Description: This one-day course will give users an overview of the functionality available within Model N’s

sales quoting application. Attendees will learn about the streamlined quoting process for sales reps, how to configure, edit, generate and approve price quotes and proposals on their own for a complex or configurable product. Come build and navigate a product catalog, and then view product detail pages for pictures, specs, and other details. We will create pricing and configuration rules, including formulas and value settings, to control product configuration and to enforce business policies. As part of the class users will have hands on experience exploring this intuitive and quick software that is integrated with Salesforce.com, the industry-leading SaaS platform.


Topics:

Navigation

Understanding the Product Catalog

Quote and Proposal Process

Adding Products

Creating Pricing Rules

Creating Configuration Rules

Setting Up Approval Routes


Duration: 1 Day

Prerequisites: None


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