The Medical-Surgical unit of McKesson works with payers, hospitals, physician offices, pharmacies, pharmaceutical companies and others across the spectrum of care to build healthier organizations that deliver better care to patients in every setting. McKesson Medical-Surgical helps its customers to improve their financial, operational, and clinical performance with medical-surgical supply management, healthcare, business and clinical services.

From bandages to exam tables, the company’s catalog includes more than 180,000 national brand products along with their own line of high-quality products. The industry’s continuous and rapid expansion of products, services and solutions create an ever-growing number of offerings for McKesson to distribute and a constant increase in demand.

Meeting these everyday challenges and preparing themselves for tomorrow’s tasks, is one of the prime focuses of the company. This strategy allows McKesson to help their customers, that includes more than 200,000 drug stores, retail chains and healthcare facilities, to operate their businesses with the highest possible quality, safety and efficiency.

INITIAL SITUATION

The Medical-Surgical business unit utilized the Oracle JD Edwards EnterpriseOne ERP system for more than a decade.

As a global market player, the company guarantees next-day delivery for its orders, which adds additional pressure for accuracy and efficiency. The company needed additional functionality in their ERP, SCM, WMS, logistics, financial and other business systems, a professional document design, generation and delivery system, which would improve reliability and performance of document-related interactive and production processes.

The original document generation solutions replaced with DocOrigin were Adobe Central Pro, FormScape, and PDF Wizard.

Over the years, these obsolete and un-supported systems started to seriously affect their distribution system. These obsolete document and forms solutions were slowing down ERP systems at peak times, which led to high labor costs, slower shipping during high demands and accuracy issues. At this point, McKesson started to look for a replacement.

THE REQUIREMENTS

Over the years, McKesson had implemented a multitude of business and medical information systems on a variety of computing platforms. The new document generation and delivery system needed to be compatible with all of them, like Enterprise Resource Planning, Warehouse and Logistics systems without changes to existing business systems. This meant the new solution needed to dynamically process multiple data formats and present and deliver documents via omni-channel in real time.

The new solution was required to automate the creation, sorting and bundling of shipping documents and packaging to speed up the medical product delivery to customers. In addition, this solution should be flexible enough to create and deliver any form, document or label template, like purchase orders, reports, product documentation, product labels, acknowledgments, invoices, statements, picking and packing slips, and more, with a convenient preview capability, and make it easy and fast to customize existing document templates without IT involvement.

Based on the level of production volume and complexity, McKesson Medical-Surgical searched for a fast solution with an industry proven reliability and performance. The solution had to handle the existing complicated data flow from all business systems, and demonstrate it was flexible enough to meet the future modernization of healthcare and ever growing distribution demands.

At a Glance

• Transparent migration of document templates from multiple legacy systems to one modern Oracle validated integration with Oracle’s JD Edwards EnterpriseOne
• Reduced template maintenance time by approximately 50% through using intelligent template design and smart logic
• Created a single point of document template management to ensure accuracy and regulatory compliance in all distribution locations
• Improved performance of document generation processes by using a modern solution with an installation on a separate server, that does not slow down the business systems at peak times
• Ensured Integration Without Modification™ with McKesson’s business and medical information systems, i.e. no change orders to the existing business software
• Improved document design and brand integrity in all medical and surgical related document types, such as shipping documents, reports, invoices, bills, labels, picking and packing slips, statements, reports and more