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W E I L L . C O R N E L L . E D U
InfoEd Implementation
Adam Garriga Vipin Kamath
W E I L L . C O R N E L L . E D U
2
Research Admin Systems Current landscape
PDF with Proposal Details via email
Coeus ERF
EnCCoMPass
SAP
Security Warehouse
SAP Data Warehouse People
DB
Look-‐up table values: § Sponsors § InvesEgators
§ Title § Sponsor § PI § Status
Personnel Data
CREST EPIC
COI
§ InsEtute Proposal § Proposal Log § Proposal § NegoEaEon § Award
Personnel Data
Personnel Data
iLab
W E I L L . C O R N E L L . E D U
Current Landscape
• Lack of integration
• Lack of inter-system communication
• Redundancy in transactional processing
• User frustration
• Difficult comprehensive reporting
3 STRIVE: InfoEd Project
W E I L L . C O R N E L L . E D U
Solut ion Goal
• One time data-entry
• Improved validation checks
• Integrated workflows – COI – Grants Management – Proposal Development – IRB & other compliance
• Unified reporting
• User experience that is consistent and meaningful
4 STRIVE: InfoEd Project
W E I L L . C O R N E L L . E D U
5
2012
2013
2014
2015 2016
Implementation
2017 2018
Road Map
STRIVE: InfoEd Project
W E I L L . C O R N E L L . E D U
Part ic ipants in the Process
6
Faculty • Researchers, Delegates, Research Team Members
Departmental Research Administration • Department Admins, Grants Admins, Research Admins
Central Research Administration • OSRA, JCTO, IRB, IACUC Conflicts, EHS, Effort, Finance, OBC
ITS • Research Computing, Web Communications, Development
STRIVE: InfoEd Project
W E I L L . C O R N E L L . E D U
Select ion Process – 2014 Q3
7
Kuali Coeus
Finalist: Faculty-focused presentation & final
recommendation
EnterpriseWeb/ Ideate
Eliminated after initial review for leading risk & company
overview
Evisions/ Cayuse
Eliminated after initial presentation for lack of
functionality & risk
Huron/ Click Eliminated after focus group
evaluation
InfoEd Finalist: Faculty focused
presentation & final recommendation
STRIVE: InfoEd Project
W E I L L . C O R N E L L . E D U
Select ion Process – 2014 Q4
8
High level Budget
Interview Customers
Final Analysis & Recommendation
STRIVE: InfoEd Project
W E I L L . C O R N E L L . E D U
Select ion Process - 2015 Q1
• Technical architecture review
• Hosting review
• Detailed budget planning
• Budget approval
• Contract review
9 STRIVE: InfoEd Project
W E I L L . C O R N E L L . E D U
What is InfoEd?
• Single vendor solution for Research Administration providing unified development and support
• Used by many Top 20 NIH-funded institutions (e.g. Partners, Columbia, & UPenn)
• Highly user configurable design; facilitates adaptability to WCMC’s changing workflows without need for development
9 STRIVE: InfoEd Project
W E I L L . C O R N E L L . E D U
Research Administrat ion Landscape
- COI - ERF
- Grants.gov forms - Coeus
- OCTATrax - eIRB
- CSEC/REDCap - ESCRO - DSMB
- IBC
Clinical
Basic
Com
plia
nce
& In
tegr
ity
Financial
iLab SAP
Epic
ClinCard
CREST
EnCCoMPass
WBG RCT ETS
eConsent
EHS
10 STRIVE: InfoEd Project
W E I L L . C O R N E L L . E D U
H igh-Level Implementat ion Timel ine
COI ImplementaEon
2015
Q1 Jan-Mar
Q2 Apr-Jun
Q3 Jul-Sept
Q4 Oct-Dec
Install
Glossary: PD– Proposal Development PT – Proposal Tracking COI – Conflicts of Interest HS – Human Subjects DSMB – Data Safety Monitoring Board CSEC – Clinical Study EvaluaEon CommiZee ESCRO – Embryonic Stem Cell Research Oversight
ESA
CSEC ImplementaEon
Proposal Tracking ImplementaEon
DSMB ImplementaEon
ESCRO ImplementaEon
Human Subjects ImplementaEon
Proposal Development
ImplementaEon
2016
Q1 Jan-Mar
Q2 Apr-Jun
Q3 Jul-Sept
Q4 Oct-Dec
2017
Q1 Jan-Mar
Q2 Apr-Jun
Q3 Jul-Sept
Q4 Oct-Dec
2018
Q1 Jan-Mar
Q2 Apr-Jun
Q3 Jul-Sept
Q4 Oct-Dec
11 STRIVE: InfoEd Project
W E I L L . C O R N E L L . E D U
Cr i t ical Implementat ion Partners
Faculty • Researchers, Delegates, Research Team Members
Departmental Research Administration • DAs, DIVAs, Grants Admins, Research Admins, Financial Admins
Central Research Administration • OSRA, JCTO, IRB, Conflicts, EHS, Effort, Finance, OBC, BPS
ITS • RAC, PMO, Web Comm, Development, Security, Training, Support
InfoEd • Module Consultants, Technical Experts, Project Manager
12 STRIVE: InfoEd Project
W E I L L . C O R N E L L . E D U
Project Communicat ion
• RAPID
• Targeted workgroups
• Outreach
• User Acceptance Testing
• Training
13 STRIVE: InfoEd Project
