Getting the most from OnTheMove for Veeva
OnTheMove is designed to be straightforward to implement, typically requiring only a few days of consulting. But straightforward doesn't mean unsupported. The decisions made during implementation shape how well your CRAs adopt the product and how quickly your organization sees the benefit.
Our consulting offer is built around making sure those decisions go right. We can lead the process or support your team through it; the split between what we do and what you do is flexible. What isn't flexible is the outcome: CRAs who are confident and productive from day one, and an implementation your IT and QA teams can stand behind.
The Secure Achievement Methodology
For customers who want a structured path to go-live, we offer our “Secure Achievement” methodology: a proven set of steps that takes the guesswork out of implementation. It covers everything from initial configuration through to rollout and beyond, and is designed to be followed independently or with our support.
The goal is simple: follow these steps and it will work out well.
Secure Achievement is available as a standalone document. If you'd like a copy, just get in touch.
Business
OnTheMove doesn't change your existing monitoring processes; it makes them easier and faster to execute. That means you don't need extensive change management. What you do need is to make sure the configuration reflects your processes accurately, that users know what to expect, and that any small issues are caught early rather than at scale.
Our approach to the business side of implementation has four stages:
Process alignment sessions Before formal testing begins, we run at least two sessions with representative users. The first confirms that the OnTheMove configuration aligns with your processes in detail. The second goes further: users complete monitoring events in OnTheMove and provide structured feedback on the experience. By the end of these sessions, there should be no surprises in testing.
For IT and QA leads: these sessions are also where user expectations are set correctly, which is one of the most effective ways to protect your go-live.
Testing Our validation testing scripts and test run results cover standard OnTheMove running against a standard Veeva configuration, giving you a validated baseline to work from. In most implementations, customers find that explicit testing can then focus on any organization-specific configuration rather than the full application, which keeps the testing effort proportionate to what's actually new.
Pilot rollout Once testing is complete, we recommend starting with a pilot group of 10 to 20 users. Because OnTheMove can be thought of as an alternative interface into Veeva CTMS, there is no need to go study by study or geography by geography; the pilot group can be a diverse cross-section of user types if you prefer. The purpose is to identify any remaining configuration or process issues before broader rollout. It's also the right moment to finalize the onboarding experience: OnTheMove is designed to be intuitive enough that no product-specific training is required beyond the minimum your SOPs mandate for any validated system, but confirming that holds true for your specific configuration and user base is a valuable outcome of the pilot.
Ongoing feedback and optimization As you extend the rollout, we recommend combining quantitative measures with Net Promoter Score surveys to track whether CRAs are getting the experience the implementation was designed to deliver. Small group feedback sessions at regular intervals are also valuable; they surface ideas for further simplification or configuration improvements that are difficult to identify any other way.
Technical
There are four technical activities involved in an OnTheMove implementation. None of them are complex, and we can either handle them directly or guide your team through each one.
Install OnTheMove items in your Sandbox Vault Installing OnTheMove requires only the addition of a very small number of items in your Vault. They sit alongside your existing Veeva business configuration without touching it, so there is no impact on anything you have already built. We are happy to share the full details upfront if that would help your evaluation, provide everything you need and will guide you through the process.
Configure OnTheMove for Veeva OnTheMove is configured rather than customized, and a significant part of your Veeva setup, including lifecycle states and section visibility rules, is pulled into OnTheMove automatically, reducing the work considerably.
Where your Veeva monitoring process includes fields or objects beyond the standard OnTheMove configuration, these are considered explicitly during implementation. This is a deliberate design decision and it's an opportunity to make sure the CRA interface remains as simple and focused as possible, rather than automatically inheriting every Veeva field regardless of whether it's needed or not.
All report template definitions come down to OnTheMove automatically from Veeva and do not need to be considered as part of implementation or ongoing maintenance.
Bind your Identity Provider If you are using a third-party Identity Provider such as Okta, this needs to be integrated with OnTheMove. This is a standard step and we have completed it many times across a range of providers.
Migrate through into Test and Production Vaults Once Sandbox configuration is complete and tested, we migrate through to your Test and Production Vaults in a standard way.
The Goal
A well-implemented OnTheMove for Veeva is one your CRAs use confidently from day one: because the configuration reflects how they actually work, their expectations were set correctly before go-live, and any issues were caught in the pilot before they reached the full user base.
That's what our consulting offer is designed to deliver. Whether you want us to lead the process or play a supporting role, the outcome is the same.
If you'd like to discuss your implementation or request a copy of the Secure Achievement methodology, just contact us.
Not yet at the implementation stage? One of our upcoming webinars is a good place to start.