Document Pipeline - Migration & Import Tool 
Our role was to design and implement a document migration and import
tool - known as "dPipeline" - to allow our Pharma client to send
documents to their regulatory content management system from a range of
remote applications.

The dPipeline application allows our client to construct document
processing "pipelines", so that when documents and metadata are sent
from remote systems they are loaded into the content management system
according to highly-configurable business rules.
The application consists of a library of reuseable operations that
might be performed during the import of a document - for example,
applying a business policy - together with a user-configurable
architecture for defining which of these operations should apply to a
given class of incoming document, and in what order they should be
applied.
dPipeline is a 24/7 background application, ensuring that incoming
documents are processed as soon as they are generated by their source
systems, and with zero manual intervention.
We implemented the application using Java and XML/XSL, to ensure
maximum portability across our client's UNIX and Windows operating
environments.
Regulatory Content Management 
Our client - a global pharma - leads the sector in their exploitation
of EMC Documentum for regulatory content management. We were engaged as
client technical architect for the latest version of their in-house
application.

The application facilitates the authoring and lifecycle management of
pharmaceutical regulatory content and has 10000 global users.
Our main responsibilities were: defining and implementing the
technical architecture and detailed design for the application;
consulting on technical architecture matters to the development team;
provision of the programming resource for many of the major components
of the application.
The application server architecture is based on a distributed
configuration of EMC Documentum. The client architecture is based on an XML
and DFC data access layer, middle-tier COM and Java-based components,
and a Visual Basic presentation layer making extensive use of XSL
transformations and ActiveX controls. The application is deployed to a
global user base using a thin-client architecture based on Citrix XenApp.
The application is highly configurable as the majority of its control
mechanisms are XML-based. This allows major alterations to application
functionality - for example, the availability of entire features - to be
made without the need to rebuild and validate the application. It is
also extensible, as newly-developed components may be added to the
application purely by a modification to the XML-based configuration.
Research & Development Records Management 
We were engaged to assist in the implementation of a document imaging
and management system within the Research & Development Records
Centre of a major international pharmaceuticals company.
The primary objective of the department was to provide faster access
to GxP documentation held within the Records Centre to research
scientists within the R&D function. The first phase of the project
was to implement and validate a scalable document imaging system based
on Kofax Ascent Capture and Documentum. The second phase was to enable
access to the information via the corporate intranet using EMC Documentum's
web client applications.
We later returned to upgrade the EMC Documentum content server and client
applications to newer versions.
Chemistry & Pharmacy Dossier Management 
Implementation of a document management system within the
International Manufacturing department of a major international
pharmaceuticals company.

The primary objective of the department was to centralise the storage
and control of the Chemistry & Pharmacy Dossier, a major component
of each new drug application submitted to the regulatory authorities.
Following regulatory approval, this document continues to evolve during
the life cycle of a drug and each element of the document develops
multiple variants based on the markets into which a drug will be sold
and the sites where it will be manufactured. Total accuracy in managing
the configuration of the document is essential to ensure regulatory
compliance in each market where a drug is approved.
A solution was implemented based on Microsoft development tools and
Documentum EDMS. In addition to the main application, a tool was
developed for browsing and viewing off-line documentation packages that
were published by the system onto optical disk for distribution to
remote manufacturing sites.
Thin-Client Application Architecture Design 
Our client - a global pharma - had a requirement to migrate two major
legacy applications to a server-based model. The applications were no
longer compatible with the company's strategic desktop. We were engaged
to design and implement thin-client architectures for the two
applications, to allow them to continue to be available post-rollout of
the new desktop.
Working with the application vendors, we designed and scaled a
server-based deployment appropriate to the client's needs. The server
architectures were based on Windows Terminal Services and Citrix
Metaframe. In addition to the application design role, we were
responsible for the specification, installation and configuration of the
server hardware required to support the applications. To meet the
client's regulatory requirements, we were also directly involved in
planning and executing the necessary qualifications.
Litigation Support Document Management 
We were engaged to carry out a detailed analysis of an existing
document management system in use within the Legal department of a major
UK-based public sector energy company.
Our client had highlighted a number of operational issues and the
objective of the project was to identify any specific technical or
procedural problems present in the system and to propose a remedial
course of action. During the course of the project this remit was
extended to incorporate a more strategic assessment of the document
management needs of the Legal function.
After a period of analysis and consultation, a number of key issues
regarding performance and functionality were presented to the client
together with a set of phased options supported by detailed cost/benefit
data. A number of high-priority remedies were recommended and
subsequently undertaken in order to maintain the short-term viability of
the system.
Legal Affairs Document Management 
Implementation of a document management system within the Legal
Affairs department of a major international pharmaceuticals company.

The primary objectives of the department were to reduce the volume of
paper documents required to be on hand at any time, and to improve the
ability to quickly retrieve documents relevant to a subject area (for
example in support of the document discovery process in litigation).
There were also benefits to be gained in streamlining and standardising
the department's processes for creating electronic documents.
A particular requirement of the project was for the system to be
developed and implemented within the framework of PD0008: the Code of
Practice for the Legal Admissibility and Evidential Weight of
Information Stored Electronically.
Workshops were held to assist the clients in identifying their
requirements and to gain commitment to the process. From these a user
requirements specification, technical architecture and functional
specification were produced. A detailed design based on Documentum and
Kofax Ascent imaging tools was implemented. Visual Basic scripts were
written to migrate an existing PC-based document index into Documentum.
The project was concluded by phases of system testing, acceptance
testing, implementation, data migration and user training.
Investment Research Management 
Implementation of a document imaging and management system for 1998
world-leading hedge fund and Micropal award winner Bayard Partners Ltd.

The purpose of the system was to manage key investment research
information gathered by the firm's research analysts. A primary benefit
was the ability to sort and filter the information easily and
efficiently to provide effective support to the investment
decision-making process.
A Documentum-based solution was developed that was accessible from
both the company intranet and from ODMA-enabled desktop applications.
Information arriving from a variety of sources is handled, including
paper, internally and externally created electronic documents,
electronic trading systems and the internet. The solution incorporates
extensive search facilities covering both document metadata and content
- for example, searches may be executed simultaneously across the
docbase and a range of internet search engines. An integrated document
imaging system was provided based on Documentum DocInput. The system
incorporates a gateway between Documentum and leading hedge fund
management package Tradar Portfolio.
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