Getting the Most Out of Blue Mountain RAM Keith Kyle, Enterprise Sales Manager

1. Getting the Most Out of Blue Mountain RAM Keith Kyle, Enterprise Sales Manager

2. Overview • Features & capabilities • Implementation expansion • Vendor relationship • Q&A

3. Features & Capabilities Workflow Management SQL Server Reporting Services Electronic Log Books Off Label Usage

4. Workflow Management • What is Workflow? • Progress of work: the progress or rate of progress of work done by a business, department or person • How does Blue Mountain RAM facilitate Workflow? • Workspaces • Queries • Reports • Form/Field Configurations • Rules Engine

5. Workflow - Workspaces

6. Workflow – Example Work Order

7. Workflow – Rules Engine

8. Workflow – How to Maximize the Benefit • Business Process Analysis • Existing vs. optimized • Diagram the Workflows • Training • Project Team - application understanding • End user – day to day usage • Effective work instructions • Tailored to your workflow

9. SQL Reporting Services Label printing Bar coding Subscription-based reports

10. Calibration/PM Stickers

11. Barcoding of ID Fields

12. Subscription-Based Reports

13. Log Books

14. Off Label Usage • Clearblue Blog  Off the Labeled Path • www.coolblue.com/blog • Examples • Asset induction • Change request • Deviation • OOT investigation

15. Out of Tolerance Investigation

16. Implementation Expansion • Functionality Usage • Take advantage of additional functionality • Existing features not part of original project scope • New features added over time • Internal • Additional departments or groups • External • Additional facilities • Scalable architecture - over half of existing Blue Mountain RAM sites today are part of multi-site implementations. Blue Mountain RAM was built to support this scenario.

17. Implementation Expansion • Increased ROI through reduced IT costs • IT infrastructure & IQ/OQ investments have already been incurred • Consolidate asset management systems • Reduce implementations & validation costs with web based systems • Reduced IT hardware costs & associated maintenance • Reduce IT management requirements • Reduce total cost of ownership by implementing at enterprise level

18. Maintaining Relationship with your Vendor • Vendor as SME • GAMP 5 • Good Automated Manufacturing Processes • Views the supplier (vendor) in a key role throughout the system lifecycle  SME of the product. • Contact with your Sales and Project Managers • Direct window into Blue Mountain • Feature & service feedback

19. Maintaining Relationship with your Vendor • Blue Mountain event participation • User conferences  The Blue Mountain Summit • Webinars Product release demonstrations, Clear Blue series, etc. • Catch up with us at NCSL, ISPE or other industry events where we are often present • Software Maintenance – keeping it current • Access to our team of Software Implementation Analysts • Free access to software & documentation updates • User manuals, Validation Protocol updates, etc. • Bug fixes, service releases & release upgrades

20. R3 SR2 Highlights Document Embedding - allows for documents (i.e. Cal Certs) to be uploaded directly into a record such as a calibration work history and stored within our database. Eliminates the file share linking step from this type of workflow Support for IE 9 Browser– Inherently faster; in addition to IE 8; sets the stage for IE 10 Advanced Quick Find- extends existing Quick Find feature on queries to allow the user to add multiple quick find conditions using AND/OR conditions on-the-fly against queries. Can reduce the total number of queries that you maintain and/or the modifications necessary to those queries. Reports available on Workspaces - in addition to pinning queries to workspaces, users will now be able to pin the common reports that they need to access (i.e. / KPI Reports such as Planned vs. Unplanned Work for the Month) Etc.

21. Getting the Most out of Blue Mountain RAM Questions