Veeva Vault AUI

This video provides an in-depth overview of the upcoming Veeva Vault Action User Interface (AUI) update, detailing its new look and feel, release schedule, and the critical steps organizations need to take for a smooth transition. The presenter emphasizes that Veeva has given Vault a "new facelift," resulting in a more modern, streamlined interface designed to enhance user experience and efficiency by keeping frequently accessed workflows readily available. This update is presented as more than just a cosmetic change, aiming to make the system easier and more intuitive for users.

The core of the AUI update involves significant changes to navigation and interaction elements. Specifically, the traditional action menu will be replaced by a more contemporary ellipses icon, streamlining the visual interface. Furthermore, numerous common Vault actions, document actions, and object actions will be represented by new, modern icons, all contributing to a more intuitive and efficient user experience. The video highlights that these changes are intended to simplify user interaction and improve overall productivity within the Veeva Vault environment.

Regarding the rollout, Veeva has scheduled a general release for the Action UI on August 6th, at which point the feature will be visible to all users if activated. However, customers have the flexibility to delay their adoption of the new interface until December 3rd. Regardless of the chosen timeline, the video stresses the imperative for organizations to prepare adequately. Key preparation steps include carefully selecting an adoption timing that aligns with internal operational needs, developing a robust communication plan to inform employees about the upcoming changes, and critically, refreshing all existing training materials, including videos and e-learning modules, to reflect the new interface. The speaker's company, LPW Training, positions itself as a partner in this transition, viewing the UI update as an opportune moment to not only update but also streamline and modernize existing training programs to match the new visual and functional experience of Veeva Vault.

Key Takeaways:

• Significant UI Overhaul: Veeva Vault is undergoing a major user interface update called Action UI, which introduces a modern, streamlined look and feel designed to improve user experience and operational efficiency.
• Enhanced User Experience Focus: The primary goal of the AUI is to make the system easier and more efficient to use by keeping frequently accessed workflows a click away and updating visual cues.
• Key Interface Changes: Specific UI modifications include the replacement of the traditional action menu with an ellipses icon and the introduction of several new, modern icons for common Vault, document, and object actions.
• Flexible Adoption Timeline: Organizations have two main options for adopting the AUI: an early general release on August 6th, or a delayed adoption option until December 3rd, allowing companies to choose the timing that best suits their internal readiness.
• Mandatory Preparation: Regardless of whether an organization chooses early or delayed adoption, comprehensive preparation is essential to ensure a smooth transition and minimize disruption to user workflows.
• Strategic Timing Selection: A critical first step in preparation is to carefully select the adoption timing that aligns with the company's operational schedule, resource availability, and change management capacity.
• Robust Communication Plan: Developing and executing a clear communication plan is vital to inform employees about the upcoming changes, manage expectations, and facilitate user acceptance of the new interface.
• Critical Training Material Refresh: All existing training materials, including videos and e-learning modules, must be updated to reflect the new screens, icon placements, and overall look and feel of Veeva Vault AUI to ensure users receive accurate and effective guidance.
• Opportunity for Training Modernization: The AUI update presents a unique opportunity for companies to not just update, but also to streamline and modernize their entire Veeva Vault training program, aligning it with current best practices in learning and development.
• External Support Available: Specialized firms like LPW Training offer assistance with various aspects of the AUI transition, including help with communication strategies, refreshing current training materials, and reimagining comprehensive Vault training programs.

Tools/Resources Mentioned:

• Veeva Vault
• Action UI (AUI)

Key Concepts:

• Action UI (AUI): The new user interface for Veeva Vault, characterized by a modern, streamlined design and updated icons.
• Early Adopter: Refers to organizations that choose to implement the Veeva Vault AUI immediately upon its general release on August 6th.
• Delayed Adoption: Refers to organizations that opt to postpone the implementation of the Veeva Vault AUI until December 3rd, allowing for more preparation time.
• Communication Plan: A structured strategy for informing employees about upcoming system changes, managing expectations, and providing necessary support.
• Training Materials Refresh: The process of updating existing instructional content (e.g., videos, e-learns) to accurately reflect changes in a software's user interface and functionality.