Meeting Management

  • Plan & Agenda Creation
  • Branding & Collateral Design
  • Venue & Travel Management
  • Technology Integration & Oversight
  • 360° On-Site Program Management

Digital Solutions

  • Insyght Virtual World for 3D Meetings
  • Sales Force Websites
  • Speaker Bureau Websites
  • Presentation Builders
  • Mobile App Design & Integration
  • Virtual Meeting Tools

Medical Communications

  • Scientific Platform Development
  • Literature Analyses
  • Publication Planning & Support
  • Slide Deck & Video Creation
  • Poster & Abstract Design

KOL & HCP Engagement

  • Identification & Mapping
  • Profiling & Debarment Checks
  • Contracting & Compensation
  • Engagement Tracking
  • Reporting & Compliance Oversight

Case Studies

Browse our case studies below or download The Insyght Collection of Case Studies PDF

Virtual Speaker Training and Medical
Education Programs

Services provided


Strategic/Content Development

  • Client and Speaker Bureau
  • Needs Assessment
  • Innovative Bureau Training Design
  • Speaker Slide Deck Development
  • Sales Team Toolkit Development

KOL/HCP Engagement and Managemen

  • Compensation and
  • Transparency Reporting
  • HCP Engagement Tracking
  • Uber Eats Facilitation and Coordination

Digital Solutions

  • Sourcing of Virtual Platform
  • Pre-Event Technology Checks
  • Online Hosting and Moderation

Implementation and Evaluation of ROI

  • HCP Compensation and Transparency Reporting
  • Executive Report

Goals

While our client had originally planned to conduct a large, in-person speaker training in the second quarter of 2020 and immediately begin onsite speaker programs with target healthcare providers, the COVID-19 pandemic had a drastic impact on those plans. Since Insyght had been monitoring the evolving global situation since early January, we anticipated the need to immediately pivot to remote and virtual channels and were tasked with helping our client adjust and execute their plans quickly, seamlessly, and efficiently so that the 100 speakers chosen for their bureau could ultimately still educate and engage targets in a safe and effective online manner.

Process

Insyght’s existing client data sets were designed to offer an in‐depth and customizable view into HCP utilization, influence, budgeting, forecasting, and spend tracking, by individual speaker, entire speaker bureau, brand, and/ or geographic area. Since this data was of value to many stakeholders in the company for diverse purposes, finding a way to enable cross‐functional access and coordination was essential to future success. Given the cross‐functional nature of the endeavor, coordination with multiple stakeholders within the company was essential and included marketing leaders, regulatory officers, legal representatives, compliance directors, and IT specialists, as well as our client’s team of external consultants. Together, Insyght developed a 360° approach to analyze stakeholder needs and to identify key metrics and outputs, and created the most user-friendly, practical implementation plan.

Results

After an intense, cross-functional planning phase, Insyght successfully implemented a complete system supporting end‐to‐end processes for tracking and reporting HCP spend for all fee‐for‐service activities. We designed a process to identify, create, and verify HCP profiles using unique identifiers from our client’s customer master, a system which has been further enhanced by the use of our proprietary on-site HCP PASSportTM system that affords real-time data input / linking. This process has removed much of the human element for data review and verification, and has resulted in more accurate data capture and valid reporting. The system is also serving as a model for future clients who seek to improve their speaker program management and HCP reporting and marketing spend capabilities.

Advancing Diagnostics and Treatment

Services provided


Strategic Direction

  • Client Needs Assessment
  • Innovative Process and Methodology Development
  • Engaging Agenda Design

KOL Engagement and Management

  • Thought Leader Identification, Recruitment and Management

Medical Content Development

  • Literature Reviews and Publication Grading
  • Polling Question Development

Digital Solutions

  • Electronic System Implementation

Implementation and Evaluation of ROI

  • Analysis of Findings
  • Executive Presentation Development
  • Co-Authorship of Findings and Publication Facilitation

Medical Content Development

  • Literature Reviews and Publication Grading
  • Polling Question Development

Goals

To help our client determine the clinical appropriateness of available ophthalmologic interventions and therapies, Insyght developed a technology-supported Delphi-methodology similar to the RANDmethod to generate an expert consensus for the therapeutic area (TA). This project focused on the field of glaucoma and entailed a multi-step process with the end-result being the publication of several articles in the American Journal of Ophthalmology.

Process

Insyght’s modified Delphi method entails identifying and recruiting a group of TA and practicing experts who are posed with a series of questions to develop expert consensus for the therapeutic area (TA). For glaucoma, Insyght led this initiative for our client by identifying and managing 9 TA experts, reviewing and grading multiple recent publications, and coordinating the thought leader preparation process. Insyght also developed over 100 items for the polling process, convened the panel for the interactive exercise, managed the electronic response system for rapid and anonymous voting, analyzed the results and formulated subsequent strategic recommendations.

Results

As a result of Insyght’s efforts, our client was able to successfully gain expert consensus on the appropriateness of diagnostic and therapeutic intervention in the field, establish and improve relationships with national thought leaders and enhance its scientific perception through the use of a scientific methodology and subsequent publications in American Journal of Ophthalmology, a highly regarded, peer-reviewed medical journal.

Leveraging CrossFunctional Lessons Learned

Services provided


Strategic Direction

  • Development of Standard Operating Procedure (SOP) Recommendations

VIP Engagement / Management

  • Cross-Functional Participant Identification, Recruitment and Management

Program Content Development

  • Engaging Agenda Design
  • Design and Organization of Session Presentations

Implementation and Evaluation of ROI

  • Facilitation of Multiple Lessons Learned
  • Workshops Across Two Distinct Events Executive Report

Goals

Following the FDA’s decision to not approve a new investigational drug, Insyght was commissioned to conduct a cross-functional analysis of our client’s processes and procedures in place throughout the product lifecycle in order to establish a clear set of standard operating procedures (SOPs) and to improve the overall effectiveness of the R&D program.

Process

Insyght designed and facilitated an intensive Lessons Learned meeting series with more than 50 individuals involved in all aspects of the molecule’s lifecycle.Participants included members of the Research and Development, Clinical Development, Medical Sciences, Product Development, Marketing, Emerging Brands,Manufacturing, Medical Affairs, Legal, Regulatory, IT, Finance and Corporate Affairs teams. The meeting series involved group discussions and intensive workshop sessions to explore key accomplishments, perceived challenges, clarity of processes, corporate governance and general communication across clinical development, the Biologics License Application (BLA) process, advisory committee activities, and launch planning stages to identify functional group-specific and global issues.

Results

Insyght’s assistance helped distill important issues specific to functional groups, as well as the broader organization,and led to several critical operational changes, including implementation of new cross-functional SOPs, design of more rigorous staff training and evaluation criteria, creation of improved risk assessment tools and integration of a new FDA scenario planning program. These initiatives were each designed to improve operating efficiency and crossfunctional effectiveness in order to ultimately improve the development of future biologics.

Building Therapeutic Area Leaders

Services provided


Strategic Direction

  • Design of Cross-Functional, MultiCompany, Global Meeting
  • Engaging Agenda Design
  • Unique Event Branding

Medical Content Development

  • Design and Creation of Scientific Presentations
  • Development and Production of Branded
  • Scientific Posters

Implementation and Evaluation of ROI

  • On-Site Event and VIP Management
  • Facilitation of Intensive Breakout
  • Session Workshops
  • Program Evaluation
  • Executive Presentation Development

Goals

Following a client’s recent multibillion dollar acquisition, Insyght was commissioned to facilitate the sharing of clinical development plans, crossmolecule learnings, and payer insights to help prepare a combined therapeutic area (TA) portfolio for future success in the increasingly competitive marketplace by improving R&D processes and commercialization efforts in the US and abroad.

Process

Insyght designed and executed an innovative TA Portfolio Summit including more than 50 individuals involved in US and EU development programs within the respiratory disease space. In addition to exploring the impact of specific payer archetypes on patient identification, targeting and treatment monitoring for molecules within the collective portfolio, Insyght also helped design a unique outcomes poster session and interactive clinical and commercial workshops.

Results

Insyght’s assistance led to several important enhancements to the combined TA portfolio, including identifying and refining target patient profiles, aligning on key endpoints and appropriate comparators, and implementing new guideline strategies and standardized processes to bolster existing, and ensure future, leadership in the marketplace.

Defining and Maximizing Shareholder Value

Services provided


Strategic Direction

  • Literature Reviews
  • Market Research and Industry Assessments
  • Corporate Record Evaluations
  • Technology / Intellectual Property Reviews

Implementation and Evaluation of ROI

  • Literature Reviews
  • Market Research and Industry Assessments
  • Corporate Record Evaluations
  • Technology / Intellectual Property Reviews

Goals

To help a privately-held bioengineering firm assess its technology portfolio, the evolving regulatory environment, and the biotech marketplace to determine which technologies, if any, should be aggressively pursued and which should be licensed or otherwise disposed of, Insyght designed a multifaceted strategic planning initiative aimed at identifying the most logical and financially sound plan for the company’s future.

Process

To best determine a plan of action for the company, Insyght conducted a thorough and independent scientific and market assessment, reviewed confidential company records, reports and patents, developed a formalized “Go / No-Go” process guide and recruited members for a standing strategic Scientific Advisory Board (SAB) and a Corporate Advisory Board (CAB). The process entailed multiple working meetings, interim reports and executivelevel presentations.

Results

After careful coordination with IP counsel to align on research goals and maximize IP valuations, the result was a comprehensive, carefully considered strategic plan for the future of the business, involving R&D, marketing and financial components.

Medical Information Made Accessible

Services provided


Strategic Direction

  • Market Assessment and Competitive Product Review

Medical Content Development

  • Storyboard and Wireframe Development
  • Video Narration / Script Development

Implementation and Evaluation of ROI

  • High Definition Video Production
  • Integration with Speaker Materials and Product Websites

Goals

When a major east-coast pharmaceutical company launched a new smoking cessation product with a novel central mechanism of action (MOA), Insyght supported this launch at multiple levels, including the creation of an awardwinning video to illustrate the unique properties of the product. As this new, nonnicotine prescription medicine was entering a fairly competitive market in which nicotine replacement therapies and other drugs had a long-standing foothold, positioning the product in a distinct manner was critical to its market success.

Process

After in-depth discussions with the client’s medical team members, participation at and analysis of discussions during advisory board meetings and review of product information, Insyght developed story boards, wireframes, and an associated script, and facilitated the medical, legal, regulatory and final review of the video.

Results

The result was the design of an award-winning, novel, high definition video that showcased the product’s mechanism of action. The video was developed so that it could be used as a stand-alone video (e.g., positioned on the product website) or integrated as part of various speaker presentations that could be tailored per audience type / experience level.

Enhanced Medical Message Delivery with Insyght’s Proprietary Presentation Builder

Services provided


Strategic Direction

  • Individual Client (Speaker and Corporate Stakeholder) Needs Assessments

Digital Solutions

  • Design and Implementation of a Proprietary Presentation Builder Interface

Implementation and Evaluation of ROI

  • Live and Web-Based User
  • Training Programs
  • Continuous User Support
  • Program Evaluation and ROI Analytics

Goals

This unique tool, offered in conjunction with Insyght’s Speakers.com portal or as a stand-alone tool, is designed for use by healthcare providers (HCPs) who speak on behalf of a pharmaceutical or biotech company and its product lines. It allows for maximum speaker flexibility in terms of tailoring each presentation while still controlling messaging, flow, and positioning of information, and even affords additional compliance measures by automatically archiving copies of all promotional presentations used by the speaker bureau.

Process

Based on Insyght’s long-standing industry experience and speaker bureau management expertise, Insyght designed a proprietary tool that allows speakers to instantly customize approved speaker program presentations for upcoming events. Presentations are linked to the speaker’s profile and are personalized with speaker credentials and program details. While each presentation is pre-loaded with mandatory content, speakers can customize the presentation by adding optional modules and slides, the use of which are controlled by automated business rules. Although initially designed by Insyght, the tool has been continuously updated based on speaker and client stakeholder workshops to improve the user experience, functionality and ultimately enhance overall return on investment (ROI).

Results

Based on Insyght’s long-standing industry experience and speaker bureau management expertise, Insyght designed a proprietary tool that allows speakers to instantly customize approved speaker program resentations for upcoming events. Presentations are linked to the speaker’s profile and are personalized with speaker credentials and program details. While each presentation is pre-loaded with mandatory content, speakers can customize the presentation by adding optional modules and slides, the use of which are controlled by automated business rules. Although initially designed by Insyght, the tool has been continuously updated based on speaker and client stakeholder workshops to improve the user experience, functionality and ultimately enhance overall return on investment (ROI).

End-to-End Support

Services provided


Strategic Direction

  • Comprehensive Needs Assessments and Surveys

Digital Solutions

  • Design and Implementation of Sales Rep Speaker Program Management, Speaker Bureau and Resource Manager and Reporting Portals
  • Development of a Process for Management of Speaker Nomination,Tiering and Contracting

Implementation and Evaluation of ROI

  • Planning and Management of Live and Web-based Speaker Training Programs

Goals

To help a leading, east-coast biotech company best manage its growing speaker program and commercial display needs across its multiple product lines, Insyght designed and instituted a comprehensive speaker program and display management system that included a portal for sales teams, a portal for speakers (including our proprietary presentation builder technology), and a reporting portal for ROI analysis, healthcare provider (HCP) compensation, and other reportable metrics. The system is fully customizable and is supported by our dedicated technical and concierge-level user support team.

Process

After conducting a comprehensive needs assessment for the company’s sales and marketing, legal, regulatory, and compliance teams, and soliciting input from experienced speakers for the company’s brands, Insyght designed an end-to-end, online speaker program management system that would directly meet this specific client’s speaker program management and reporting needs. As the result of Insyght’s comprehensive, quarterly program evaluation process, which considers the perspectives of sales teams, speakers and program attendees, Insyght has also implemented countless system enhancements, including the development of a reporting portal specific to the Sunshine Act, new functionality to manage speaker bureau nomination, tiering, contracting, and training, and a novel iPad application to streamline and improve the overall program attendee tracking and spend reporting processes.

Results

These tools have drastically increased process efficiency, reduced unnecessary sales team burden, increased transparency and improved overall ROI from speaker bureaurelated efforts. In fact, the insight gained from the use of our system, and our corresponding comprehensive evaluation process, has proven extremely valuable for business and resource planning purposes as it has directly, and positively, impacted our client’s ability to accurately forecast and budget speaker program needs.

Innovative Solutions

Services provided


Strategic Direction

  • Functional Team Alignment Workshops

Digital Solutions

  • Mobile Application Development
  • System Integration

Implementation and Evaluation of ROI

  • Training Material Development
  • Management of a Web-Based User
  • Training Series
  • Program Evaluation and Tracking

Goals

This novel iPad application was conceived by Insyght as a way to streamline and improve the overall speaker program attendee tracking and HCP reporting process. In order to improve the system and increase data accuracy, Insyght worked to develop a tablet-based application that has been growing in use with our clients’ sales teams. The application eliminates the need for manual HCP sign-in sheets and, instead, gathers HCP information at the time of the program in order to reduce during and post-program complexities, as well as the overall sales team burden.

Process

After reviewing countless speaker program evaluations from both sales representatives and program attendees, and analyzing HCP spend data for completeness and accuracy, Insyght proposed the development of this innovative iPad solution to improve the overall process for capturing and reporting HCP spend. Using wireframes and process flow charts, Insyght mapped out the user experience, arranged cross-functional team meetings to ensure all requirements were met, initiated the innovative system development, and arranged for pilot testing with a select group of sales force team members. In addition to facilitating speaker program activities, this innovative application also includes specific safeguards for state- and program-specific requirements and/or limitations, and enables immediate verification upon submission of HCP information to the system to provide ongoing attendee tracking and reporting.

Results

The use of Insyght’s HCP PASSportTM has been of tremendous benefit to our clients in many regards. First, it has improved the accuracy and completeness of HCP attendee data entered for each speaker program. Second, it has streamlined the data entry process for sales representatives, which has increased data integrity, as well as actual selling time. Lastly, it has enhanced the overall reporting capabilities of the company through automatic data importing, verification and linking with internal databases to facilitate timely and accurate reporting of all spend associated with speaker-programs.

Flawless Execution and Lasting Impression

Services provided


Strategic Direction

  • Engaging Agenda Design
  • Unique Event Branding

KOL Engagement and Management

  • Thought Leader Identification and Management
  • Attendee Recruitment and Management
  • Scientific Presentation Development

Implementation and Evaluation of ROI

  • On-Site Event Management
  • Real-Time Translation Services
  • Program Evaluation
  • Executive Report Development

Goals

After over 10 years of in-depth therapeutic area (TA) experience in the area of men’s health, Insyght developed and managed a series of Annual Leadership Conferences in North America and Europe. One of the largest and most successful programs was held in 2001 in Monte Carlo,Monaco. The program took place at the Grimaldi Forum and included 50 faculty members and over 1,500 physician attendees. The media-rich interactive event, which was simultaneously translated into 5 languages and involved country-specific breakout sessions, was touted as a major success for clients and attendees alike.

Process

Based on Insyght’s extensive TA expertise, we were in a unique position to design an engaging and sustainable leadership program that would focus on disease state and treatment education, specific to regions in North America and Europe. The Monte Carlo program, in particular,included plenary sessions with simultaneous translation in 5 languages, as well as country-specific breakout sessions.Insyght designed the program agenda, created the event branding, recruited and managed speakers and attendees,developed the symposium materials, managed the on-site event logistics, including the multimedia and translation components, and developed a post-program evaluation report and summary to further disseminate program feedback.

Results

The Monte Carlo Annual Leadership Conference in Men’s Health was a resounding success. Post-program evaluation demonstrated a significant impact on disease awareness, as well as appropriateness of various types of treatment, and it facilitated strengthening of relationships among thought leaders, practicing physicians and client stakeholders throughout both North America and Europe.It also enabled significant cost reductions through the use of multi-language translation services instead of multiple site programs.

Raising Regional Disease Awareness

Services provided


Strategic Direction

  • Engaging Agenda Design
  • Unique Event Branding

KOL Engagement and Management

  • Thought Leader Identification and Management
  • Attendee Recruitment and Management
  • Scientific Presentation Development & Translation Services
  • Facilitation of CME Certification

Implementation and Evaluation of ROI

  • On-Site Event Management
  • Program Evaluation
  • Executive Report

Goals

This unbranded initiative represented a collaborative effort by two global pharmaceutical leaders and involved a multifunctional team across 4 countries in the region. The goals were to provide highly scientific,medical education to healthcare providers (HCPs) in Latin America to help them better understand new treatment strategies for diabetes, improve treatment inertia, and increase disease education awareness.To this end, Insyght developed a roadshow of 7 meetings in 4 countries, featuring over 35 international speakers and targeting approximately 1,000 regional physicians.

Process

To help design a program that would have optimal success in the region, Insyght worked with the client team to identify and contract over 35 national and international thought leaders, and identified and coordinated with regional and local country Continuing Medical Education (CME) providers, to design a highly scientific and medically relevant event. To ensure that the program would be most engaging, Insyght also facilitated the design of multiple scientific presentations, medical lectures and interactive workshops that were compliant with country and regional specific guidelines and requirements, and ensured full alignment across stakeholders via regional, country and KOL-specific web and teleconferences.

Results

The result was the successful education of over 930 physicians across the region, including endocrinologists,internists and primary care physicians, on critical issues pertaining to the identification, treatment and management of type 2 diabetes mellitus. As Insyght was able to secure accreditation for the program, and the initiative also strengthened partnerships with local and regional CME providers, the summit solidified Insyght’s role as this client’s strategic global medical education partner and provided the foundation for future regional and disease-specific programs for the client team.

Expanded Reach Through Technology Leadership

Services provided


Strategic Direction

  • Engaging Agenda Design
  • Unique Event Branding

KOL Engagement and Management

  • Thought Leader Identification and Management
  • Scientific Presentation Development
  • Identification, Liaison and Facilitation of CME Certification

Implementation and Evaluation of ROI

  • On-Site Event Management
  • Multi-Country / Multi-City Satellite Broadcast
  • Executive Report and Program Replication Guide

Goals

To help two partnering global pharmaceutical clients raise physician awareness about the prevalence of diabetes, disease management challenges, and treatment options in the Middle East, Insyght designed and executed a unique, regional forum that leveraged satellite technology to maximize attendee reach in a cost-effective, yet highly engaging manner.The program included a live, unbranded event featuring 28 international and national key opinion leaders (KOLs) that was broadcast via satellite from the host country, United Arab Emirates, to 3 other countries, Egypt,Saudi Arabia, and Bahrain, in 3 different time zones, with supporting online tools and resources.

Process

In preparation for the program, Insyght hired a cultural training specialist to understand social rules, customs & nuances (e.g., prayer time, gender constraints, etc.) Insyght developed a synchronous program agenda for 5 cities in different time-zones, designed the event branding and collateral, identified and managed the KOLs, created the presentations, facilitated legal and compliance reviews of all materials, recruited attendees, managed the continuing medical education (CME) documentation and certification processes, and handled all on-site logistics. Insyght also arranged and managed the multi-city, multi-country HD satellite broadcast and secured a significant discount through strategic supplier partnerships in the region.Satellite broadcast was identified as the optimal solution due to unreliable internet coverage in the region.

Results

Successfully educated over 500 diverse physicians across the region about critical issues in type 2 diabetes. The event helped our clients establish relationships with regional & local medical societies and CME providers. This was the first time that a satellite system was used to link speaker programs across geographic locations in the region, and it was successfully done by Insyght across multiple countries. This allowed the program to achieve greater HCP participation, as it provided remote access to international KOLs and catered to physician preferences in program modality. Further, it reduced travel and logistical costs for the brand team. Following the program, Insyght also developed an executive-level report and a narrated multimedia presentation summarizing the key learnings from the program and included a plan for replicating the event at an even greater cost savings.

Cost-Effective Speaker Bureau Training

Services provided


Strategic Direction

  • Engaging Agenda Design
  • Unique Event Branding

KOL Engagement and Management

  • Speaker Identification, Nomination, Tiering and Contracting
  • Faculty Identification and Coordination
  • Venue Sourcing
  • Event Branding
  • Training Presentation Development

Implementation and Evaluation of ROI

  • On-Site Event Management
  • Executive Report Development
  • Scientific Content Development

Goals

In 2009, Insyght was selected as the agency of record for managing the medical education initiatives of a major biotechnology subsidiary of a Fortune Global 500 pharmaceutical company. As part of that charter, Insyght worked with two distinct product brands and the company’s commercial teams. Both brands had existing speaker bureaus that, when combined, totaled approximately 100 select healthcare professionals (HCPs) who would deliver promotional medical education presentations to their peers. Insyght was tasked with helping to organize the bureau,design the annual speaker training, reinvigorate speaker enthusiasm for speaking about the client’s products, and, ultimately, increase the return on the speaker training investment.

Process

Insyght developed a live, dual-brand, bi-coastal speaker training program designed to create a meaningful training experience for the invited speakers while accommodating their busy schedules and reducing client costs. The dualbrand programs reduced the number of necessary training meetings and allowed HCPs who were invited to be speakers for both brands to be trained at a single meeting, and included a web-based extension series for exceptional qualifying speakers to further contain costs. Insyght worked with the client’s brand leads to create the training presentation, leveraged a novel online speaker nomination system, managed the HCP contracting process, participated in the venue sourcing process, and provided on-site and
post-meeting evaluation services for the training.

Results

The dual-brand speaker training program resulted in the successful training of over one hundred speakers at a fraction of prior training program costs without compromising the quality of the program, training requirements, or attendee satisfaction. It also enabled the speaker programs to commence earlier than in prior years since the trainings occurred within a shorter time period, thus increasing promotional program and selling time which was a considerable advantage during a product launch year.

Enhanced Transparency & Compliance

Services provided


Strategic Direction

  • Functional Team Alignment Workshops
  • For Requirements Gathering

Digital Solutions

  • System Development of an HCP Spend Tracking / Reporting Tool
  • System Integration

Implementation and Evaluation of ROI

  • Training Material Development
  • Management of a Web-Based User Training Series
  • Program Evaluation and Tracking

Goals

In response to new industry demands imposed by recent federal regulations related to healthcare provider (HCP) payments, Insyght facilitated the design and implementation of an auditable reporting portal with integrated support processes to provide instant, ongoing,comprehensive, accurate, and transparent information about HCP‐related medical meetings to our client’s corporate compliance teams. Based on over 2 years of in‐depth experience with this particular client as their preferred medical education provider (including all speaker bureau and medical meeting management services), Insyght was in a unique position to consult with the company on how to improve their speaker programs and HCP management processes. By developing a systematic approach for linking HCP spend data from our existing medical meeting management platform directly to their global SAP reporting system, Insyght was able to help improve the company’s overall HCP reporting accuracy and corporate transparency.

Process

Insyght’s existing client data sets were designed to offer an indepth and customizable view into HCP utilization, influence, budgeting, forecasting, and spend tracking, by individual speaker, entire speaker bureau, brand, and/ or geographic area. Since this data was of value to many stakeholders in the company for diverse purposes, finding a way to enable cross‐functional access and coordination was essential to future success. Given the cross‐functional nature of the endeavor, coordination with multiple stakeholders within the company was essential and included marketing leaders, regulatory officers, legal representatives, compliance directors, and IT specialists, as well as our client’s team of external consultants. Together, Insyght developed a 360° approach to analyze stakeholder needs and to identify key metrics and outputs, and created the most user-friendly, practical implementation plan.

Results

After an intense, cross-functional planning phase, Insyght successfully implemented a complete system supporting end‐to‐end processes for tracking and reporting HCP spend for all fee‐for‐service activities. We designed a process to identify, create, and verify HCP profiles using unique identifiers from our client’s customer master, a system which has been further enhanced by the use of our proprietary on-site HCP PASSportTM system that affords real-time data input / linking. This process has removed much of the human element for data review and verification, and has resulted in more accurate data capture and valid reporting.The system is also serving as a model for future clients who seek to improve their speaker program management and HCP reporting and marketing spend capabilities.