May 2013 Huron Research Software User Group Meeting Preliminary Click Agenda as of 4/18/13

NOTE ON MEETING LOCATION All Click sessions will be held at the Colket Translational Research Building (CTRB) on the CHOP campus, which is about a 15-minute walk from the hotel. See walking map on the meeting website. Shuttle service will also be provided. Details to follow.

Day 1 Tuesday, May 21, 2013

7:30 - 8:15 AM 8:15 - 8:30 AM Registration and Continental Breakfast Welcome, Business Update and News Nick Stier, Huron Click Updates 8:30 9:30 AM Click Portal and Click SF424 Roadmaps / New Knowledge Base Update DJ Breslin, Huron Status and plans of Click Portal and Click SF424. Development and release roadmap, including Microsoft environment (Windows & SQL Server), feature overview, and planning requirements for migration & maintenance/Support. Overview of new method for delivering Click software documentation. Participants: all interested in plans and details on Click Portal and Click SF424 releases. 9:30 9:35 AM 9:35 - 9:50 AM 9:50 - 10:40 AM Welcome by Philip R. Johnson, M.D. Chief Scientific Officer, The Childrens Hospital of Philadelphia, and Director, The Children's Hospital of Philadelphia Research Institute Break Click Update Click Applications Update Tom Olsen, Huron Update on current work on Click Applications and Starter Sites. Participants: all interested in status and details of the Click application starter sites: IRB, COI, Grants/Awards, Grids, and CTM Huron Deployed Services Kevin Murray, Huron 10:40 - 11:00 AM The Deployed Projects Services team is a post live support team organized on the idea that engagement is good for everyone. Kevin will provide an overview of Hurons new approach to providing custom service for projects after go-live and outline ways to engage with the team. Panel: Connected Systems from the Clients Perspective Tod Engel and Rob Neild, Huron Sean Dudley, Arizona State University Greg Fromell, New York University Langone Medical Center A panel presentation on the goals and outcomes of recent projects to deploy integrated solutions.

11:00 AM - 12:00 PM

12:00 1:00 PM

Lunch

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1:00 1:50 PM

General Bring Your "A" Game: Preparing for Change Denise Metke, Huron Heather Cathrall, The Childrens Hospital of Philadelphia Anthony Carna, New York University Langone Medical Center An overview on how to successfully plan for change during an implementation and the resources needed to execute change.

COI Panel Discussion: Managing Financial Conflict of Interest Processes Nine Months after the PHS Regulations Mike Champa and Gary Whitney, Huron Participating institutions to be confirmed This session will explore the experiences of several Huron Click COI clients as theyve navigated through the challenges of complying with these regulations from a system and business process perspective. Grants 2:00 2:50 PM A business leaders guide to the Who, What, When, Why and How of Grants Integration Peggy Meyer, Huron Participating institutions to be announced Learn about common Grants/Awards integration points, and options for evaluating the institutional value, lifecycle timing, beneficiaries, technical approach and scope management. Case studies from client institutions will be presented.

See times within session descriptions

IRB 2:00 3:00 PM IRB Transformation with Click IRB and Huron's HRPP Toolkit Madeleine Williams, Huron Alisa Jahns, Harvard University Laura Young, The Pennsylvania State University Bethanne Giehl and Frank Mathews, University of Massachusetts Examples of how the HRPP Toolkit was beneficial and used Considerations in choosing to use the Toolkit/IRB7 Making the flexibility choice: customizing vs. staying with the standard product IRB change management: what changed, how to plan/manage the changes, results

3:00 3:10 BREAK 3:10 - 4:00 PM IACUC IACUC SmartForm Approaches Camille Cooper, University of Michigan Scott Mann, University of South Florida University of Michigan and University of South Florida will demonstrate two unique approaches to IACUC SmartForm design, highlighting their impact on user experience 4:10 5:00 PM IACUC Procedure Libraries Tim Fournier, Huron Steven Moyano, Northwestern University Approaches and experiences using procedure libraries within IACUC protocol applications. 5:00 6:30 PM Networking Reception in CTRB Lobby Hors doeuvres and beverages provided 6:30 PM Dinner on your own for all attendees

2:50 3:10 PM BREAK Clinical Trials The Correlation of Participant Tracking and Research Billing Porscha Singh-Montgomery, The Children's Hospital of Philadelphia Learn about CHOPs approach to keeping track of participants on a study. Invoicing for Clinical Trials Akash Chakravarty, Huron Leonard Mays, The Children's Hospital of Philadelphia Learn about CHOPs approach to invoicing study sponsors.

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Day 2 Wednesday, May 22, 2013

7:45 8:30 AM 8:30 10:20 AM Continental Breakfast Application Open Session Discussions IACUC IACUC Working Group Facilitators: Brian Ruess, Tim Fournier, Huron Institutional participants to be announced Grants Grants Working Group Facilitators: Peggy Meyer, Denise Metke, Huron Lynda Wolter, University of Chicago Anthony Carna, New York University Langone Medical Center Theresa Applegate, Boston Childrens Hospital

Open discussion among all attendees on various topics related to deployment, management, and use of the Click IACUC and Animal Operations solutions. Open discussion among all attendees on various topics related to deployment, management, and use of the Click Grants and Participants: all who have deployed or are planning to deploy an electronic submission solution. Topics for consideration include: IACUC or Animal Operation solution and want to learn about Multi-project application submission and/or participate in discussion about a variety of topics related to Awards management: "Lite" vs. Full-featured Click-based animal protection and animal operation solutions. Metrics Handling environmental and institutional pressures Effort reporting and certification Lessons learned Participants: all who have deployed or are planning to deploy a Grants solution and want to learn about and/or participate in discussion about a variety of topics related to Click-based pre and post-awards Grants and electronic submission solutions. 10:20 10:40 AM Break IRB Application Open Session Discussion IRB Note times in session descriptions 10:40 AM - 12:30 PM IRB Working Group Facilitators: Ron Mitchell, Madeleine Williams, Tom Olsen, Huron Institutional participants to be announced Open discussion among all attendees on various topics related to deployment, management, and use of the Click IRB solution. Participants: all who have deployed or are planning to deploy an IRB solution and want to learn about and/or participate in discussion about a variety of topics related to Click-based IRB/Human Subjects Protection solutions. IRB Salon D Clinical Trials 10:40 - 11:20 AM Integrating Clinical Trials Management and Billing with Epic Johanna Chesley, University of Utah

Learn about University of Utahs approach to improving clinical billing accuracy. Presentation will include review of before and after regarding billing accuracy i.e., a summary of the change in accuracy and the impact to the University. General 11:30 AM - 12:10 PM Help Desk 2.0: Improving User Support with Meaningful Metrics Scott Mann, University of South Florida University of South Florida will present its strategy for comprehensive support of a large, multi-module Click Portal implementation.

12:00 1:30 PM

Lunch

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Application Open Session Discussions 1:30 3:20 PM COI COI Working Group Facilitators: Mike Champa, Gary Whitney, Huron Institutional Participants to be announced Sample topics may include: COI integration with other research systems (Grants, IRB, etc.) Providing and tracking the COI training requirement required by PHS regulations Tracking and using metrics relating to certifications (volume, turnaround time, etc.) Participants: all who have deployed or are planning to deploy a Click COI solution and want to learn about and/or participate in discussion about a variety of topics related to Click-based COI solutions. 3:20 3:30 PM 3:30 5:00 PM Break Demos, Networking, Refreshments Socialize and stroll the floor to see short demos of cool features or functions from Click Portal users as well as demonstrations by Huron. Huron presenters will also be available for follow-up conversations. Scheduled demos include: Clinical Trials (Epic Integration, University of Utah) COI/IRB Integration (Huron) General (Improving Data Accuracy, University of Utah) General (Speeding Up Repetitive Web-Based Tasks, The Children's Hospital of Philadelphia) IRB (Harvard University) CITI Integration (Huron) ecrt Effort Reporting Solution (Huron) efacs F&A Solution (Huron) Additional Click and Client Demos to be announced A detailed demo guide will be provided at the event. 5:00 PM Dinner on your own for all attendees Clinical Trials Clinical Trials Working Group Facilitators: Erin Pennington, Doug Bauman, Matthew Staman, Brad Gennings, Huron Mitchell Appleson, The Children's Hospital of Philadelphia Johanna Chesley, University of Utah Open discussion among all attendees on various topics related to deployment, management, and use of the Click Clinical Trials Management System. Participants: all who have deployed or are planning to deploy a Click CTMS solution and want to learn about and/or participate in discussion about a variety of topics related to Click-based CTMS solutions.

Day 3 Thursday, May 23, 2013

7:45 - 8:30 AM 8:30 - 9:20 AM Continental Breakfast General Reporting - Recent Experience and Results Camille Cooper, University of Michigan Jim Ward, Virginia Commonwealth University Overview of the goals and objectives, alternatives and approach, results and impact, and future plans for institutionally developed Click solution reporting. Learn about the impact of reporting results to Research Administration and stakeholders, what it took to accomplish the results to date, and what is expected going forward.

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9:30 - 10:20 AM

General To be announced.

10:20 10:40 AM 10:40 11:30 AM

Break Feedback and Direction to Click/Huron Feedback on Click solutions, product/feature/issue input, guidance on future user group meetings, etc. Participants: all attendees

11:30 11:45 AM

Wrap-up and Adjourn You will receive a link to an electronic evaluation form within a week. Please help us continue to improve these meetings by completing and submitting the form. It will take only a few minutes. We look forward to seeing you next year.

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