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BUSINESS RULESTOOL
Case study of Guardian 360 project
OVERVIEW
• Guardian 360™ combines an intuitive, business rules–driven software system
with program planning staff trained ...
CHALLENGES
• Not enforcing speaker honorarium limits
• Not ensuring that speaker programs are occurring in a venue that is...
SOLUTION
• Guardian 360™ ensures compliance with the new PhRMA Code by managing
all critical tasks and tracking all releva...
RESULTS
• Guardian 360™ provides a unique spend management capability that
removes sales representatives from the spending...
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AMS Guardian 360

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Atlas Systems case study

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AMS Guardian 360

  1. 1. BUSINESS RULESTOOL Case study of Guardian 360 project
  2. 2. OVERVIEW • Guardian 360™ combines an intuitive, business rules–driven software system with program planning staff trained in the PhRMA Code to deliver flawless and compliant speaker events ranging from traditional dinner programs to innovative, web-based formats • Guardian 360™ is a solution that has been created by Atlas Systems
  3. 3. CHALLENGES • Not enforcing speaker honorarium limits • Not ensuring that speaker programs are occurring in a venue that is “conducive to informational communication” • Not ensuring that meals provided to healthcare professionals are modest in nature • Not ensuring that valid healthcare professionals are in attendance at speaker programs • Retaining too many speakers
  4. 4. SOLUTION • Guardian 360™ ensures compliance with the new PhRMA Code by managing all critical tasks and tracking all relevant data in 1 location • Speaker honorarium caps tracked in real time • Only contracted and trained speakers available • Only approved slide decks available • Venues are PhRMA Code−validated before use • PhRMA Code–compliant menus created for each program • Healthcare professional attendance records validated upon data entry • Meal spend per healthcare professional tracked longitudinally in real time
  5. 5. RESULTS • Guardian 360™ provides a unique spend management capability that removes sales representatives from the spending loop • Financial transactions are coordinated by our PhRMA Code−compliant program planners • Within 72 hours of each transaction, financial data flows directly into Guardian 360™ ensuring accuracy and the tightest possible controls over the flow of money, the greatest source of compliance risk • Our PhRMA Code, compliant program planners take logistical planning off the sales team’s plate, including speaker and venue setup, audiovisual planning, financial payments, and final reconciliation • The sales representative initiates the program planning process, and energy does the rest • Not only does this eliminate the administrative burden on the sales team, this also ensures adherence to the company policies and business rules

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