脉络洞察 | medomino

Case Study: Combining Customer Tagging with Intelligent Recommendations to Reduce Costs and Increase Efficiency in the Medical Device Business

2024-09-20

Abstract:

With the dual support of smart tagging and recommendation platforms, this enterprise has shifted from passively searching for information to actively acquiring value, significantly enhancing its operational effectiveness.

In today's healthcare industry, data-driven precision marketing and efficient operations have become crucial for companies seeking a competitive edge. More businesses are realizing that simple data integration and physician profiling alone can no longer meet their evolving needs. The challenge now lies in better serving business objectives through intelligent application of data.


Today, I will share with you a successful case study from an enterprise that tackled this issue head-on by implementing two key platforms—the Smart Tagging Platform and the Intelligent Recommendation Platform. These solutions addressed the "last mile" problem of translating data into actionable business insights, enabling precise execution of strategies which helped them stand out in the fiercely competitive medical market.


01 Challenge

How to Transform Data into Effective Business Applications?

The company had already integrated internal and external data, initially forming physician profiles. While they could view multidimensional information about doctors, the major pain point was how to link this data with actual business operations for more precise service delivery.

For instance, the company needed to identify physicians familiar with a specific product in certain cities. However, their existing single-dimensional profiles were insufficient for providing detailed and comprehensive decision-making support. This challenge is one that many companies across the industry face.


02 Solution

Combining Smart Tagging and Intelligent Recommendation Platforms

To better address this issue, we assisted the company in building a smart tagging platform and an intelligent recommendation platform. By leveraging these two core capabilities, we significantly enhanced the effectiveness and accuracy of their business operations.


(1) Smart Tagging Platform: Building the Industry's First Business-Oriented Tag System

Based on the company's existing data, we designed the first business-oriented tagging system in the medical device field, encompassing 7 major categories, over 140 tag types, and more than 90,000 feature values. These tags not only cover basic information about doctors and historical collaboration records but also extend to specific dimensions such as professional fields of expertise, areas of interest, and product familiarity.

To simplify the management and application of tags, our smart tagging platform offers a one-stop management function that supports creating, storing, processing, and customizing customer tags.   For example, when a business team needs to find doctors in Shanghai who are familiar with a particular product and have speaker qualifications at levels 1 or 2 (L1 & L2), they can easily combine the tags "City: Shanghai," "Product Familiarity: High," and "Speaker Qualification: Level 1 & Level 2." This allows them to quickly filter out their target audience without manually sifting through each record individually, significantly improving work efficiency.


(2) Smart Recommendation Platform: A Closed-Loop Business System from Recommendations to Decisions

To ensure that the value derived from data is effectively implemented in business operations, we also built a smart recommendation platform for the company and deployed it across three recommendation scenarios covering cross-domain needs.   Here, we'll focus on its application in selecting clinical researchers.

In medical device clinical research, traditional researcher selection processes are cumbersome and inefficient,typically involving five steps: defining trial scope, initial screening of collaborating doctors, information confirmation, list submission, and trial execution.


Our smart recommendation platform simplifies this complex process into three steps:

①Create the Trial and Fill in Requirements: Business personnel no longer need to manually screen candidates;   they simply input trial requirements directly on the platform.

②System Big Data Recommendation for Matching Candidates: The system automatically recommends suitable researchers based on historical data.

Users can flexibly adjust filtering criteria across multiple dimensions to find the most appropriate candidates.

③Record Feedback and Future Reference by System: The performance of researchers, as recorded through feedback provided via the platform, can be used for future selection optimization, achieving continuous improvement within a closed-loop system.


This data-driven precise matching not only enhances the efficiency of clinical researcher selection but also significantly reduces time costs.  Once the business team submits their requirements, the system becomes increasingly accurate with use based on feedback received.


03 Achievements

Data-Driven Business, Empowering Enterprises to Achieve Value Leap


Through the dual engines of the smart tagging platform and the smart recommendation platform, this enterprise has not only achieved intelligent data application but also transformed data into value that genuinely serves practical business needs.

Data as Tags: Through a comprehensive and detailed tagging system, business teams can accurately identify target groups, saving time and effort.

Smart Recommendations: Machine learning algorithms assist in automatically recommending suitable doctors, researchers, and other roles, reducing the burden of manual selection.

Business Closed Loop: From creating requirements to executing trials, each scenario's recommendation process is designed with a closed-loop approach. This helps enterprises continuously gather feedback and optimize during their business advancement.


04 Conclusion

The medical device industry is at a critical juncture, urgently needing transformation. The application of data intelligence undoubtedly serves as the core driver for enterprises to complete their business with high efficiency and precision. With the dual support of smart tagging and recommendation platforms, this enterprise has shifted from passively searching for information to actively acquiring value, significantly enhancing its operational effectiveness.

If your company also struggles with making data efficiently serve your business needs, consider drawing inspiration from this successful case study by integrating intelligent technologies into daily operations. Feel free to contact us!

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