More research, faster. Spend less time managing paperwork 1 More research, faster. Spend less time managing paperwork More time taking care of participants and patients Improve collaboration across departments Maintain an enterprise view of clinical research efforts Goals of Embark: Where we want to be (pat’s notes: this project has many goals, and not every goal will matter to every team member. )

Where we are today… some days feel like this!

Embark Implementation: First Year July 2020 August 2018 April 2019 October 2019 April 2020 Planning Implementation Data Entry Begins Go-Live Minimize strain on research teams OnCore selected Engaging research team representatives Data Migration: scripted Manual Data Entry / Validation Studies managed in OnCore Creating the solution and rollout plan with our research community Training Enter ~350 active billing risk studies Enter remaining ~150 cancer studies to support NCI-designation How we get there… high level story of how the work progresses, especially hit the areas RARA is most involved/concerned with Initial reporting available Support

Likely 350 studies, as departments review their portfolios Sprint 1: What Studies? Likely 350 studies, as departments review their portfolios Billing Risk Studies with billable clinical services (eRecord billing risk) Active Status IRB initial approval Open to accrual Closed to accrual Any department Brief – be sure to describe Billing Risk clearly Total = 1048 URMC data, as of 4/15/2019

Sprint 1: What Departments? 218 Research Teams own and validate this data Very brief - URMC data, as of 4/1/2019

Sponsor Invoicing / Sponsor Receivables Goal: “Enter data once, find it everywhere” Data Integrations Grants IRB OnCore Epic Workday Award Information Protocol Information Protocol Information Subject Demographics Study Calendar Subject Enrollments Billing Grid Just explain intent, not the specific interfaces By April 2020 Future Sponsor Invoicing / Sponsor Receivables

Minimizing strain on our Research Teams What specifically does RARA audience care about? Minimizing strain on our Research Teams Embark Team Working Together Minimum footprint Scripted data migrations Minimizing dual data entry Data Entry Studies Review, update your studies Review, update PAWs Organize trial documents Tailored Multiple methods Training Reporting Review critical report needs Share your needs with Embark team Self-help, online materials Help desk tiers Plan your Cutover Support Portfolio, Resource workload Work options with Embark team

THANK YOU! Stay Connected Embark Resources: Website: Embark.urmc.edu Email: Embark@URMC.Rochester.edu Reach out to Embark project team, reps, contacts Invite Embark to your meetings/discussions THANK YOU!

Engaging Research Representatives Subject Matter Experts Steering Committee Project Team Lauren Allen Lynda Kochman Christine Annis Russell Kurvach Robin Boerman Chris LeFeber Tina Bowdish Jamie Littleton Gianni Brunet Peter MacDowell Maria Castro Mike Ritz Chelsea DiBella Ann Marie Scorsone Nicholas Ferraio Michael Sergeant Allyson Fess Cynthia Smith Maria Frazer Therese Smudzin Gary Gagarinas Cynthia Westfall Dustina Holt Kim Arcoleo Spencer Rosero, MD Paul Barr, MD Eric Rubinstein Sandra Cannon Michael Stoner, MD Andrew Goodman, MD Jeffery Sullivan Gunta Liders Deborah Sweet Julie Meyers Brian VanWuyckhuyse Lisa Nelson Gene Watson, DDS Kelley O'Donoghue David Weber, MD Germaine Reinhardt Martin Zand, MD, PhD Michael Ritz Patricia Ames, PhD Brittany Greco Laura Loomis Peter MacDowell Susanne Pallo, PhD Christine Quinn Laura Rawlins Toni Sidari Yolanda Torres Tony Worachek Steven Wormsley, PhD Moved to backup, in case comes up and helpful to show.