how technology can help with sales and marketing compliance
DESCRIPTION
Many times legal and regulatory in medical device companies may object to social media and "newfangled" marketing. However, there are many technologies available which provide extensive controls to allow safe marketing using new tools and social media.TRANSCRIPT
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How Technology Helps Compliance
For EBG Life Sciences group, September 2011
By Maureen Shaffer
President/CEO Mingletoe LLC
© Mingletoe LLC. All rights reserved. 2
Agenda
Why Technology for Sales and Marketing Compliance?
Key Technologies–Content Management–Social Collaboration–Social Media Listening and Engagement–AE reporting–Mobile Device Security and Control
Integration and Conclusion
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What We Are Not Covering
Agg Spend–www.porziopharma.com/View-Products---Services/Porzio-AggregateSpendID.asp
x
Content development and approval–www.slideshare.net/goodpromotionalpractices/navigatingfinalv2-091015135154
phpapp01
CMS, ECM, DAM reference–www.realstorygroup.com/
Copyright compliance for journals and reference text – www.reprintsdesk.com
Grants–www.egrantsolutions.com/
Training–www.simbionix.com–www.brainshark.com
Verilogue (CareCoach/Recorded MD-rep interactions)
–www.verilogue.com
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Compliance: Yield w/o Disruption
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Paper Doesn’t Work
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Widespread Exposure >250k
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Why Technology?
Makes it easy to do the right thing by enforcing policies and procedures in the daily habits of employees
1. Reproducible programming=On label, or appropriate scientific or educational dissemination
2. Speed=Global changes in ~30 minutes
3. Built-in protections=Off-label information
4. Dashboards=Timely monitoring and auditing
5. Archiving=Quick production of discovery request
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The Time is Now
RT @ChristianeTrue @sairthebear: Don't think digital is that relevant to pharma? Check out these amazing stats! http://www.youtube.com/watch?v=bidBKtN2mMg
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iPad Only Tablet that Matters
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Compliance Technology CriteriaSales and Marketing Focus
Easy
Efficient
Compliant–Approval workflows–Permission-based roles–Solid real-time monitoring/auditing–Archiving–Recognized by Gartner
Easy = Sales Adoption
Compliant = Less Risk
Efficient = Save $
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Content Management for Approved Materials
Prolifiq Software
Maureen Shaffer
415-341-6863 mobile
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@GPPnews tweets on #digdevice
"gone are the days of the 4-page glossy brochure" per Medtronic at #digdevice #meddevice #medtech
@MedtronicANZ @1StevePeck: MDT saved "Hundreds of thousands of dollars" on paper print material by moving to the iPad. #digdevice
80% at #digdevice have released a #mobile app; most to internal sales force #meddevice #hcmktg
4 Reasons Why iPads are Sales BFF http://ow.ly/5XL4Z #pharma #meddevice #epharma
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Speed for Sales
Savings for Marketing
Compliance for Regulatory and
Legal
Why Content Management?
235% Increase
“The Life Sciences rep of the future – the ‘information concierge’ – is remote, mobile, social, and commands multimedia. They live where controlled, compliant content meets social media.”
Dale Hagemeyer
Managing Vice President, Gartner, Inc.
“Approved materials that are altered, abbreviated or in any other way modified (including highlighting) are considered unapproved materials.”
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Content Management is Needed
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Med Device SalesSelect, Send and Follow Up
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Click Here for Instructions For Use (2ml Product). Click Here for Instructions For Use (5ml Product).
Branded message delivery
On message and tracked links
Selected product content with
image
Personalized or prescribed message
HCP Receives
Auto-embeds your contact information
Auto-embeds labeling and disclaimers
Persistent content
Persistent content
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PharmaSales Creates
Text is:• Benign
• Prescribed• Pre-Approved
• Compliant
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GRP Request
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Top Messages
# Opens
Message
Drill Down
Top Messages
# Sent
Top Messages # Clicks
Generated
Click to View Message
Sales and Marketing Dashboards
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Powerful Filters: User, Time, Message, Recipient
Regulatory Real-time Monitoring
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Content Library
Upload in a few clicks
Tags drive organization and business rules
Full version control and archiving
Status drives availability
Quick Sync immediately updates content for Sales users
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Prolifiq Compliance Controls
Rules operate transparently behind the scenes
By Message
AutoAttach
Data capture
Disclaimers
Message approval
Segment by user or group
Workflow
Globally
By message rules, plus
Black and white lists, authorized senders
Content approval
Danger words
WW propagation of new and revised, or obsolescence in 30 minutes
Marketing
Brand
Cadence/Campaign
Content dip
Formatting
Mapping
Persistent content
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Prolifiq Customers/Partners
Tech and media clients
Medical device and pharma clients and partners
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Prolifiq’s Native iPad AppComing Soon!
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Social Collaboration
Jive Software
Stephen D’Angelo, Sr. Director Strategic Accounts
(201) 404-1146 mobile
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Why Collaboration Software?
Internal use: One-stop employee communication
Hybrid: Clinical investigator portal
External: Disease awareness community
Functionality–Define user roles, profiles, access–Ideal environment for training–Wikis, configurable group, teams and community areas, blogs, content upload with tags and share functions
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Jive for Social Collaboration
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Jive Sales Home
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Jive: Content, People, Places
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Centralized Content Repository
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Jive Content Background
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Jive Content Editing Console
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Jive for Apple Support Community
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Jive’s Compliance Controls
Latest greatest content
Expiration dating
Permission-based content restrictions
Publishing rights based on login
Sharing permitted with specific communities
Customizable archiving, compliance monitoring tools, and archive search capabilities for HIPAA and SOX compliance
© Mingletoe LLC. All rights reserved. 35
Jive’s Pharma Customers
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Social Media Listening and Engagement
Radian6
Adam Draper, Business Development Manager
(902) 452-9931
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@GPPnews tweets on #sm
Robin Whalen @KCCorp #meddevice saw 10x return on monies removed from tradeshow budget and used for #socialmedia #sm #digdevice
For every 1 #heart valve patient, there are 4 caregivers per Adam Pick #digdevice #hcmktg #meddevice #Medtech
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Why Social Media Monitoring?
Not listening is a PR disaster waiting to happen–@KCCorp first heard about AEs with patient feeding tubes on blogs
–Your defense cannot be, “we had a policy to not listen”
Real-time search engines have 1 second lag scanning social media sites, blogs and web
Lightning fast action/crisis response plans–During Domino’s 2 day lag, nearly one million people viewed the videos on YouTube
To be credible, lawyers must have SM accounts (FB, Twitter and LinkedIn), per AMEX general counsel @djcompliance
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Only 5% have Social Media Policy
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| WHO USES RADIAN6?
Recruitment and HR
Market Research
Product Marketing
ConsumerAffairs
Investor Relations
Competitive Intelligence
Marketing and PR
SalesCustomer
Service
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| RADIAN6 PLATFORM PROVIDES ROI
Analysis Dashboardlisten/learn/measure
Insightsknow/discover/
understand Summary Dashboard
share/realize/ inform
Mobileengage/move/
coordinate
APIBuild/
integrate/customize
Engagement Consolefind/collaborate/
solve
PlatformCoverage/metrics/global
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| ENGAGEMENT CONSOLE
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| API FOR CUSTOM
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Radian Compliance Controls
Social rules engine forthcoming late 2011–Widgets today–Keyword searches for AEs
Manual release by task owner
Manual or auto release by approver
Super user designation to configuration
Dashboarding
Archiving
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Low(er) Budget Solutions
HootSuite Pro–$5.99/mo–Account provisioning
HootSuite Enterprise–$1499/mo–Message assignment–Limited permissions–Approval workflows
Sprout Social–Listening only–Very intuitive dashboard
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Sales Reporting of Possible AEs
Online AE scanning and reporting covered in Social Media Listening and Engagement
© Mingletoe LLC. All rights reserved. 49
@GPPnews tweets on AEs
Smart! @KCCorp #meddevice division hired a nurse to monitor and respond to medical questions online #digdevice #hcsm #hcmktg
@wtongen: Only a few! @NucleusMedMedia: Roche, Boehringer and Pfizer received 1-2 #sm comments that were adverse events #digdevice
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Field Reporting
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Field Data ReportDatabase and/or Email
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Mobile Device Security and Control
MobileIron
Stephan Keller, Director NA VAR Channel
(727) 776-8767
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@GPPnews tweets on #mobile
Maquet uses @mobileiron for Mobile Device Management--transparent pushes of new apps. No need for sales to download. #meddevice #digdevice
38% of physicians have seen #sales reps with iPads: what they think about it here http://ow.ly/1vxzIR #meddevice #digdevice
© Mingletoe LLC. All rights reserved. 54
Why MDM?
Software Distribution — The ability to manage and support mobile application including deploy, install, update, delete or block.
Policy Management — Development, control and operations of enterprise mobile policy.
Inventory Management — Beyond basic inventory management, this includes provisioning and support.
Security Management — The enforcement of standard device security, authentication and encryption.
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MobileIron used by Med Devices
https://info.mobileiron.com/gartner_mq_2011_ORG.html
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Mobile OS Evolution
2007 2010 2013
• Touch wins• Consumer UX
wins• Global IT will
have to support 3-5 OS
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Mobile apps are catalyzing a new breed of Shadow IT
The new Shadow IT:
End-userSolo developers
Contractors
Small teamsHighly fragmented
Highly decentralized
Desktop(client-server)
MobileDatacenter
Corporate IT
“IT bypass” catalyzed by:• Strong user demand for mobile apps• Increasingly technical user base• Easy (initial) app development • Corporate policies lagging technology
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Enterprise Lifecycle Support
4 Roll out at scale
By group and policy
5Enforce security and profile updates silently
7 Publish approved apps & monitor rogue apps
8 Control access to ActiveSync
6 Control international roaming costs
9 Wipe (full or selective) when lost or retired
Over-the-air, protected via SCEP
3 Configure securely
Multi-OS console for employee- and company-
owned phones
1 See all devices
Support for all iOS configuration and security
options
2 Configure fully
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Business Needs and IT Meet
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• Know who and what’s out there
• Block unauthorized devices
• Provision, secure, and configure at scale, per user
• Update policies over time
• Enforce the enterprise data boundary for user-owned iPhones
IT needs
• Get up and going with easy self service
• Gain secure access to enterprise resources
• Easily get needed apps
• Help make sure services are working well
• Have an simple, intuitive enterprise experience
End-user needs
Bridges the gap between what end users demand and what IT
requires
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Silent EnforcementZero-Touch
Security
Provision & modify enterprise policies & certificates
Enforce restrictions Enforce enterprise
data boundary – selectively
Alert on device events such as storage usage or compromised devices
No User Interaction Required
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Device-side APIs and services
Management and security platform
Rogue app protection
Application delivery
Installed app inventory
Application lifecycle
Acc
ess
cont
rol
Profile creation
Profile delivery
Zero-touch enforcement
Policy and settings
Service quality (user-driven)
Int’l roaming detection
NotificationsCost and quality
Certificate deliveryAdvanced security
Inventory and detection
Enterprise data boundary
MobileIron Compliance Controls
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MobileIron’s Customers
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Tie It All Together
Simplifying Multiple Systems of Record
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Consider…
Policies before technology; Revisions later–Flow charting data, responses, and responsibilities–Broad team participation in policies–Easy, intuitive interfaces (“skins”) or build interfaces for different roles
Strong integration partner for large enterprises, e.g. Accenture (top in LS), Deloitte, IBM
Built on known platforms, e.g. Sharepoint
Well-respected integration technology, e.g. salesforce.com, Oracle, SAP
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Why Software?
Flexible integration to legacy systems via APIs
Not a core competency to regulated industries
Smart and sustainable: SaaS/Cloud software learns rapidly from the community and every benefits
Cost efficient
~Hardware agnostic
Easy = Sales Adoption
Compliant = Less Risk
Efficient = Save $
© Mingletoe LLC. All rights reserved. 67
Contact Information
Maureen Shaffer, President/CEO Mingletoe LLC
www.linkedin.com/in/maureenashaffer
www.twitter.com/maureenshaffer
© Mingletoe LLC. All rights reserved. 68
Best eDiscovery Cost Slide Ever
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Digital Marketing Cuts Sales Reps
Some of the drug giants have already begun slashing their sales forces and experimenting with digital marketing. Sanofi-Aventis has www.ipractice.com, AstraZeneca offers Touchpoints, and Merck has www.merckservices.com – all of which offer 24×7 information. http://www.pixelsandpills.com/2011/08/30/pointcounterpoint-digital-tools-replace-sales-force
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