January 28, 2004 Outlook Workflow Project Lead: Cassandra Jackson Project Manager: Jennifer Thomas

PRIVATE/PROPRIETARY/CONFIDENTIAL 2 Topics of Discussion Project Description Business Objectives Understood Scope Current Environment Proposed Environment Project Timeline Solution Components Testing & Acceptance Appendix

PRIVATE/PROPRIETARY/CONFIDENTIAL 3 Project Description The Outlook Workflow is an initiative to automate the IRB signature process using Outlook Workflow tools to improve business processes and serve as a model for automating other manual paper-driven processes.

PRIVATE/PROPRIETARY/CONFIDENTIAL 4 Business Objectives ICS Marketing has stated the following business objectives: Implement an based workflow tool to mechanize the IRB signature process –To reduce delays in the approval signature process –To be able to track the status of a document in progress –To have an audit trail

PRIVATE/PROPRIETARY/CONFIDENTIAL 5 Documents (Initial) Understood Scope Work Brief Project Stage Gate Microsoft Outlook ICS Sales ICS Marketing ICS Finance Core Organizations Core Systems In Scope High-level Scope Summary

PRIVATE/PROPRIETARY/CONFIDENTIAL 6 Current Environment In the current process, a file folder containing the Work Brief and the Project Stage Gate documents is manually carried from desk to desk. This can cause significant delays. Also, there is a risk that the package can become misplaced or permanently lost. Director Approval IRB Submittal VP Approval Finance Approval IRB Final Approval

PRIVATE/PROPRIETARY/CONFIDENTIAL 7 Director Approval IRB Submittal Outlook Proposed Environment VP Approval Finance Approval In the proposed workflow the document is electronically submitted and automatically routed via to the next approver. 5 IRB Final Approval

PRIVATE/PROPRIETARY/CONFIDENTIAL 8 Project Timeline Weeks Go Live Communications/Training & Project Closeout Activities Project Initiation Planning & Analysis Prototype Design & Cons. Testing Pilot 1/31/042/13/04 12/08/03 12/01/0311/26/03 2/6/042/27/04 Current

PRIVATE/PROPRIETARY/CONFIDENTIAL 9 Solution Components Microsoft Outlook Forms Application Approval Forms History Forms User Instructions solution includes the following components…

PRIVATE/PROPRIETARY/CONFIDENTIAL 10 Testing & Acceptance Testing –Provide instruction to the participants in the Workflow process Jay Angelucci Greg Harris Jennifer Thomas Cassandra Jackson Richard Tingle –A tester will initiate a Workflow document by properly completing it online and submitting for approval –The approvers will verify that they have received notice via , open and approve the document –Will perform functionality testing to ensure that status and history are updated –Will analyze the end-to-end test to determine success

PRIVATE/PROPRIETARY/CONFIDENTIAL 11 Appendix

PRIVATE/PROPRIETARY/CONFIDENTIAL 12 Sample Workflow Documents Work Brief