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• Cognizant 20-20 Insights




How to Properly Deploy the iPad
Within the Pharma Sales Force
To fully realize the value of iPads, pharmaceuticals companies need a
robust mobility strategy from the get-go that better integrates these
proliferating devices with existing processes and systems.

      Executive Summary                                    With the widespread adoption of smart phones
                                                           and tablets by physicians and patients, mobility
      Pharmaceuticals companies are facing multiple
                                                           can no longer remain solely a technology question
      challenges, from patent expirations and fewer
                                                           but must become an integral part of the sales
      blockbusters, to a weakening pipeline. This is
                                                           strategy and process. Pharma companies have
      further complicated by stringent regulatory
                                                           begun adopting mobility in sales and marketing,
      compliance, intense competition from generics,
                                                           but only in certain areas and functions. While the
      shorter product lifecycles and heightened cost
                                                           iPad has clearly emerged as the device of choice,
      pressures that are directly impacting sales orga-
                                                           pharma companies are still asking important
      nizations across the industry. These organizations
                                                           questions related to implementation challenges,
      are also facing critical sales challenges of their
                                                           such as security and infrastructure requirements,
      own, from reduced physician face time, increased
                                                           actual usage and presentation by sales reps,
      promotional spend compliance, to a fast-chang-
                                                           back-end data, connectivity and systems integra-
      ing sales environment that is influenced by new
                                                           tion. Additional issues that must be considered
      media and mobile technology that requires more
                                                           early on include:
      personalized and targeted messaging.

      These combined pressures are forcing the phar-
                                                           •	 Discovering the right device strategy.
      maceuticals sales and marketing teams to seek        •	 Planning the end-state application landscape.
      more innovative ways for driving sales and           •	 Developing a mobile device content
      marketing effectiveness. It has therefore become       management strategy.
      vital for the pharma sales force to be empowered
      with information and tools to facilitate faster      •	 Creating  an ROI measurement plan that
                                                             properly captures mobile implementation
      decision-making and engage with customers in
                                                             efficiency and effectiveness and forecasts a
      ways that improve their sales performance. Using
                                                             tangible results timetable.
      mobile technology can give pharma sales the
      boost it needs to improve marketing effective-       This white paper provides answers to many of
      ness and sales performance.                          these key questions including how to define




      cognizant 20-20 insights | february 2013
a holistic mobility strategy, how to integrate        iPad Pharma Sales Force Benefits
mobility into sales processes, how to develop a
                                                      The iPad provides capabilities similar to tradi-
detailed implementation roadmap and, ultimately,
                                                      tional laptops and tablets, but delivers additional
how to get more value from your iPad deployment.
                                                      benefits that resonate with pharma sales forces:
The iPad Is Pharma’s Clear
                                                      •	 Instant power-on and battery life: The iPad
Device of Choice                                          comes alive with the touch of a button, unlike
Pharmaceuticals sales representatives have for            laptops which take time to boot. It also has a
some time realized the potential of the touch-            long battery life, which allows for an always-on
screen tablet. Given their reduced period of time         feeling.
in front of physicians, pharma sales reps still
struggle to differentiate themselves and make
                                                      •	 Weight and size: The new iPad is only about
                                                          1.46 pounds, making it easy to carry.
an impactful presentation. The ability to provide
clinical information in a visually stimulating        •	 Connectivity:    While laptops and tablets are
and interactive format at the point of contact is         fitted with Wi-Fi, the 4G/LTE capability of the
clearly satisfying for both the healthcare profes-        iPad provides an edge over these other devices.
sional and the sales rep.                             •	 User interface fluidity: The iPad has a slick and
                                                          stylish user interface that is easy to navigate.
Of all mobile devices, Apple’s iPad is making the         The responsiveness of the touch screen gives
greatest impact. With an all-day battery life, an         a far more real and involving experience. The
impressive form factor and user experience and            sales rep can move among different content
a rapidly expanding portfolio of applications,            types and video, animation and media with
the iPad has captivated pharma sales reps and             relative ease and a fluidity that doesn’t come
customers alike. This device, which is easier to          with traditional laptops.
turn on and operate and is lighter and more user-
friendly than laptops, is quickly becoming the de     •	 Security: Information security on the iPad is
facto choice at most pharma organizations as              equivalent to that of laptops when the appro-
well as many medical device companies. Many               priate mobile device management (MDM)
have already invested in iPads for their sales            software is deployed. There are few issues with
forces, including the following:                          virus attacks as a result of Apple’s robust iOS
                                                          operating system and frequent updates that
•	 Abbott Laboratories, Medtronic Inc. and                protect the device from malware and virus
  Boston Scientific Corp. are among those tightly         threats.
  embracing the iPad.1
                                                      •	 Slick and stylish form factor: The iPad has a
   >> For example, medical device giant Medtron-          look and feel that is very appealing. It has the
      ic, a Minneapolis-based maker of implant-           right size to make it easy for personal viewing
      able heart devices and other products,              and for physician demonstrations, making it a
      has bought 4,500 iPads for its sales and            more engaging experience.
      marketing team, and could buy as many as        Among the key benefits for pharma sales reps
      6,000 iPads in total.                           and organizations using iPads for detailing (face-
•	 Otsuka Pharma and Novartis are also adopting       to-face informational meetings between sales
  iPads to help improve sales force performance.2     reps and physicians) and other purposes include:
From our work with pharma companies we have
learned that eight of the “Big 10” global pharma
                                                      •	 Improved physician interaction and
                                                          engagement:
firms are at various stages of iPad deployment for
their pharmaceuticals representatives. The iPad           >> Digital  detailing is undoubtedly one of
is such a hit because it is not only proving useful          the primary drivers of mobility adoption in
for conducting impactful and engaging conver-                pharma sales. The iPad has the ability to
sations with physicians but has the potential to             easily demonstrate video, animations and
transform the way pharmaceuticals sales rep-                 anatomical or product images to physicians
resentatives conduct all of their core activities,           at any place or time. Specialty detailing, in
such as call planning and reporting, training and            particular, would be greatly enhanced by
other administrative tasks. These, and many other            using the iPad with its sharp visual display
iPad applications, are driving pharma enterprises            and advanced processor capabilities. Since
towards accelerated deployment of the devices.               specialty care sales reps typically get more



                                                      2
face time with physicians, an iPad can be a           >> Some other applications include:
       powerful tool to help tell the “story” of a
       product or procedure, especially if the nar-
                                                               »» Availability of training and marketing
                                                                   content: iPads enable the use of mobile
       rative is complex and better told using vi-                 apps that can electronically deliver this
       sual aids.                                                  content on request to the sales reps. With
   >> eSampling      and eCouponing: Another                       wireless-enabled (3G or 4G) iPads, on-
       feature that helps improve physician in-                    demand product learning material and
       teraction is a mobile application that can                  certification tools can be made available
       electronically collect physician signatures                 to the sales force for skills enhancement
       for sampling or coupons. eCoupons can                       while they are on the road.
       be redeemed and samples ordered during
       a physician call, making response and ful-
                                                                »» Dynamic call routing using the iPad geo-
                                                                   location and data visualization capabili-
       fillment almost immediate. For example:                     ties: iPads enabled with geo-location ca-
       Veeva’s iRep3 is a physician detailing ap-                  pabilities can actually help with real-time
       plication that can collect digital signatures               call activity changes by dynamically re-
       from physicians for samples.                                routing the sales reps based on proximity,
•	 Process transformation improving                                traffic and other parameters in the case
  productivity:                                                    of cancelled appointments (see Figure 1).
                                                                   These capabilities can help increase sales
   >> Sales    reps enabled with iPads can per-
                                                                   reps’ productivity and efficiency.
       form call management activities as well
       as administrative tasks such as e-mail, ex-
       pense reporting, event management setup,
                                                         •	 Faster decision-making through closed-loop
                                                             marketing and analytics: With an effective
       samples management and call activity re-              mobile pharma detailing application integrated
       porting while on the move between physi-              with any CRM system, pharma sales reps can
       cian visits. Representatives do not need to           record the information that shapes the direction
       wait until day’s end for reporting and other          of business and establish plans for the next
       administrative tasks. iPads also enable pre-          call, almost immediately, either directly after
       call preparation and access to critical detail-       a sales call, in the elevator or in the waiting
       ing material when on the move. The ease of            room. Information on products or physician
       operation of the iPad makes it more likely            orders is captured through easy drop-down
       that sales reps capture data throughout               menus that limit the amount of text entry
       the day, thus enabling more accurate call             required. If diligent, the representative need
       reporting and improving overall efficiency.           only plug the device into the cradle to upload


Dynamic Call Routing Enabled by iPads




                                                                      Basic Account
                                                                       Information
                                                                    Including Product
                                                                      NRx/TRx Info


                                   Sales Rep
                                    Current
                                   Location                             Account Related Info
                                                                         and Services Icons
                                                                     (e.g., Phone, E-Mail, Route
                                                                             from Current
                                                                         Location, Weather)
                        Hospital Account –
                            Cancelled
                           Appt Shown                         HCP Account
                           as Red Icon                         Locations

                        | ©2011, Cognizant
                    4




Figure 1



                        cognizant 20-20 insights         3
the day’s activities to the server. With the right       is patient-facing regimen reminders for oral
                mobile application in place, crucial feedback            therapies. The patient registers on a product
                                      from the field becomes             Web site or downloads an application and enters
                                      immediately available so           basic information (weight, dosage, start date of
The asset library can be sales management and                            treatment, etc.). Using the same logic contained
  used to identify where marketing teams no longer                       in the approved dosing guide and official package
       a graphic has been need to wait until the                         insert, the app provides continuous automated
                                      end of the week for the            reminders (e.g., “Remember to follow your
  used and can bring up sales reps to type in their                      treatment plan today.”) for either taking the
   a list of presentations reports to gain front-line                    medicine or for creating calendar entries via
 that need modification, insights. The marketing                         iCalendar that indicate scheduled follow-up visits
                                      team can react immediate-          with a physician. Patient anonymity is paramount
 enabling the marketing ly to needs from the sales                       in making the acceptance of these applications
 team to quickly change force with instant alerts                        successful. To preserve information privacy
 and redeploy a specific and actionable insights                         between the patient, doctor and the pharmaceu-
                                      for the sales reps, greatly        ticals company, these apps rely only on inputs the
             presentation. improving efficiency and                      patient self-discloses. For example, consider apps
                                      productivity.                      that provide the option of selecting the country
                                                                         rather than “harvesting” IP addresses and carrier
                  •	 Brand   differentiation and development:
                                                                         information. Clear guidelines for these practices
                    According to an online survey of 341 U.S.
                                                                         are specified in the terms and conditions for the
                    healthcare professionals (HCPs) completed
                                                                         application and in many cases are also part of the
                    in February 2011, 79% would choose Apple’s
                                                                         “social media agreement” between the company
                    iPad for professional use.4 There is a strong
                                                                         and the patient.
                    preference from physicians for digital detailing
                    with an iPad. Pharma companies have an               As highlighted above, pharmaceuticals sales
                    opportunity for brand building and to influence      representatives and brand/marketing teams
                    physicians to re-think the level of engagement       are beginning to use iPads to deliver interactive
                    with their sales reps. The improved quality          eDetailing presentations. This has become the
                    of detailing, faster fulfillment of sampling         foremost reason for adoption of the iPad in the
                    and medical information requests and other           industry. eDetailing and “closed-loop marketing”
                    value-adds provided through useful mobile            (CLM) build on a 10-year tradition that began
                    applications and tools for customers can help        with the first widespread use of tablet PCs. The
                    with pharma companies’ brand-building efforts.       workflow process for medical, regulatory and
                  •	 Cost  reduction: Mobile devices like the iPad       legal reviews and approvals is also made more
                    require an initial investment in hardware,           manageable by using the iPads in combination
                    technology and supporting infrastructure, but        with an asset library platform. Acting as a col-
                    in the long term they can help lower overall         laboration center, the asset library also stores
                    operating costs. All content ranging from            the release version of every presentation along
                    marketing material to training content can           with its component assets. A practical example of
                    be pushed to the mobile device and made              this benefit is when a graphical image needs to be
                    available almost immediately to pharma sales         replaced throughout all presentations. The asset
                    reps. The costs of physical distribution and         library can be used to identify where a graphic has
                    implementation are significantly lower as most       been used and can bring up a list of presentations
                    sales processes can be digitized and virtual-        that need modification, enabling the marketing
                    ized. In addition, the overall increase in produc-   team to quickly change and redeploy a specific
                    tivity and efficiency has the potential to result    presentation.
                    in substantial cost savings.
                                                                         Finally, end-user services are key to the success of
                  These benefits are steering pharma companies           product reminders and eDetailing. These include
                  toward aggressive adoption and deployment of           raising awareness and training of product support
                  mobility solutions, and particularly iPads.            teams that handle phone or chat support for a
                                                                         product and the redeployment of released pre-
                  The Current State of iPad Adoption                     sentations following a break-fix incident with the
                  As noted, many pharmaceuticals companies are           sales representative. Integration with CRM data
                  deploying iPads and developing mobile appli-           also provides an enhanced view of the customer
                  cations for the iPad and iPhone. One example           and enables the sales representative to manage


                                         cognizant 20-20 insights        4
Top-Eight Global Pharma Status on Sales and Marketing Mobility
                                                                                          Field Force               HCP Medical                          Brand/TA Apps
             iPad Deployment                                  SFA Deployment               Education                 Information                         for Physicians
               to Field Force                                  to Field Force             Courseware              Requests/Delivery
                                                                                                                                                     (Diagnostic Tools,
                                                                                                                                                  Patient Interaction, etc)

  Pharma 1


  Pharma 2


  Pharma 3
                                                                                                                                                                                                Exploring
  Pharma 4
                                                                                                                                                                                                Underway
  Pharma 5
                                                                                                                                                                                                Deployed
  Pharma 6


  Pharma 7


  Pharma 8


Figure 2


an ongoing sequence of presentations with the                                                                      are either evaluating or beginning to implement
physician over several weeks that build upon a                                                                     mobile devices for their sales forces and have
common theme or message.                                                                                           integrated mobility only partially into their sales
                                                                                                                   processes and strategies. Most pharma companies
Pharma companies are at various stages of iPad                                                                     today are deploying mobility solutions in a very
deployment. Pilots and implementations for                                                                         fragmented manner, for a few specific functions
eDetailing, sales training and mobile CRM are                                                                      in the sales process. For example, iPads are being
currently under way. Figure 2 offers a snapshot                                                                    deployed for eDetailing and branded mobile apps
of the current stage of deployment of various                                                                      targeted at the patient or doctor. These mobility
mobility initiatives by pharma companies for use                                                                   deloyments, therefore, are apt to become silos
by their sales forces.                                                                                             of information unto themselves. The systems
                                                                                                                   are not able to share data, making it diffcult for
Based on work with multiple pharma companies,
                                                                                                                   sales forces to achieve the full value from their
we have developed a maturity model to capture
                                                                                                                   investment in mobile technology and its potential
the journey many organizations have followed to
                                                                                                                   capabilities.
implement iPads across their sales forces. Figure
3, which depicts the current state of mobility                                                                     In this regard, pharma companies have many
adoption in pharma, reveals that most pharma                                                                       unexplored opportunities. Moreover, some are
companies are somewhere in the middle. They                                                                        facing challenges in their attempt to implement


Pharma’s Current State of Mobility Adoption and Maturity


                                                      Fully          Internal                                                     Maximum use of
                                                                                     Developing a          Implementing          mobile technology
                                                  Integrated      discussions in
                                                                                    holistic mobility       closed loop            – geo-location
                                                   into Sales     progress. No
                                                                                    strategy for the       marketing and
                  Level of Mobility Integration




                                                                 enterprise-wide                                                 services, real-time
                                                    Strategy                          sales force.           analytics.            analytics ,etc.
                                                                    initiative.

                                                                                                                                                                 Few pharma companies
                                                                                    Trial and proof                                                              are still in the awareness
                                                    Partially        Internal                                Rolling out             Mobile SFA
                                                                                    of concept on                                                                and evaluation stage.
                                                  Integrated/     discussions in                           iPads to sales          deployed – call
                                                                  progress. No       training and
                                                     Select                                                   force for             management
                                                                 enterprise-wide       detailing
                                                   Processes                                                detailing and          and reporting .               Most pharma
                                                                    initiative.     content-based
                                                                                                          SFA processes.                                         companies are here.
                                                                                      processes.

                                                                    Aware of                              Mobile enabling
                                                   Mobility                         Piloting use of                               Deployed mobile                Barely any pharma companies are
                                                                  mobility tools                          all Web sites and
                                                    as an                             eDetailing                                 devices for detailing           in the very early or very mature
                                                                  but still using                         providing mobile
                                                                                        through                                    and marketing                 stages of mobility adoption.
                                                   Enabler         traditional                          devices for detailing.
                                                                                         iPads.                                      information.
                                                                   sales tools.


                                                                  Aware and          Evaluation &                                    Adopted/
                                                                                                          Implementing
                                                                  Interested          Trial/Pilot                                     In Use


                                                                                     Stages of Mobility Adoption



Figure 3



                                                    cognizant 20-20 insights                                       5
mobility. Specifically, they are struggling with                               •	 How should the iPad be used for detailing and
making the leap to fully integrate mobility into                                    demonstrations? What is the actual perfor-
their sales strategy to realize all the potential                                   mance of the iPad-enabled sales rep in front of
benefits of mobile technology.                                                      the physician?
                                                                               Defining a Holistic Mobility Strategy to Fully
iPad and Mobility Implementation:
                                                                               Leverage the iPad
Questions and Challenges
                                                                               A holistic mobility strategy is essential for any
Pharma companies are asking many questions                                     successful iPad deployment and mobility imple-
about how to most effectively and efficiently                                  mentation. Unfortunately, many companies have
deploy and use mobile solutions for their sales                                deployed iPads without first developing such a
forces. Some of these important questions                                      strategy, and have few economic benefits to show
concern the actual purpose of these mobile                                     for it.
devices for the sales force, the level of readiness
for implementation and what challenges they will                               We have a robust approach to developing
face during implementation.                                                    a mobility strategy, which serves as a good
                                                                               mechanism to start defining the objectives and
Among the most common questions we have                                        expectations from such an important investment
encountered in our discussions with our clients                                (see Figure 4). This mobility strategy includes the
are:                                                                           following six dimensions:

•	 Can the iPad really replace the laptop or is it a                           •	 Architecture      and device strategy: This
  complementary device?                                                             dimension ensures that important architec-
•	 Technology-related questions such as: What                                       tural questions are considered and answered,
  should the application landscape on the iPad                                      including defining a device strategy, determin-
  be? What is the most suitable CRM platform?                                       ing the mode of deployment and selecting an
                                                                                    appropriate mobility platform.
•	 Some companies, having deployed iPads as a
  pilot for one specific purpose, are asking how                                     >> Device strategy: Pharma companies must
  to expand functionality and scale up to address                                          think about whether they want to go with a
  the needs of the entire sales organization, as                                           single or a multi-device strategy, where the
  well as how to enable additional collaboration.                                          iPad is either the only device that the sales
                                                                                           force uses or where it is used in addition to
•	 How  should the content development and
                                                                                           the laptop. The device strategy is driven by
  delivery platform be set up?
                                                                                           how much the pharma company is willing
•	 How should they gather and act on business                                              to take advantage of the disruptive pow-
  intelligence through the iPad?


Principal Elements of a Holistic Mobility Strategy

                                                     Governance
                                                     • Portfolio management for business value?
                                                     • Standards and policies?
                                                     • Decision-making/funding for PoCs?


                        Competitive Advantage and ROI                                             Process Impacts
                        • Build or buy?                              Business                     • What processes will change?
                        • Differentiation or transformation?                                      • Any new processes?
                        • What is theROI?
                                                                   Justification                   • Organizational change?
                        • Ancillary benefits?                • Should the mobile effort be        • Impact on security?
                                                               embarked upon?
                                                             • What should the approach be?
                                                             • What is the right timing and
                                                               timeframe for ths effort?
                         Architecture                        • What is it going to cost?          Success Factors
                         • Backend integration?              • Risks and rewards?
                                                             • 2-3 year roadmap?                  • Mobility partner(s)?
                         • Mode of deployment?
                                                                                                  • Roadmap and long-term plan?
                         • Device strategy?
                                                                                                  • Organizational readiness?
                         • Appropriate platforms?



                                                        Skills and Competencies
                                                        • Technology skills (core vs. context)?
                                                        • Onshore vs. Offshore?
                                                        • Buy vs. organic growth?




Figure 4



                        cognizant 20-20 insights                                6
ers of iPad functionality, instead of merely          >> Application    landscape: The application
      replicating Web site capabilities on the mo-             landscape should be developed and defined
      bile device. It also requires rethinking the             by the business purpose of the sales organi-
      business processes and activities that sales             zation and the related processes and activi-
      reps currently perform using a laptop, and               ties that these applications should support:
      whether they would continue to execute                   Should the application landscape cover
      such activities on the iPad in the future. Are           eDetailing for showcasing content? Do we
      these activities truly adding value? From                expect to capture customer responses,
      our conversations with pharma clients, only              questions and requests for informa-
      two companies so far have decided to go                  tion through the detailing process? What
      with a single device strategy.                           back-end technology integration would be
                                                               needed to capture customer responses and
   >> Mobility   platform: An integrated mobil-
                                                               intelligence? What kind of CRM platform
      ity platform can help scale the technology
                                                               and integration would be required? These
      implementation to the entire pharma com-
                                                               questions need to be carefully considered
      mercial organization and associated busi-
                                                               before determining which applications to
      ness processes. Fragmented deployment of
                                                               include on the iPad.
      mobility applications will only create silos of
      information and prevent the seamless flow         •	 Impact     on business processes: Once the
      of information, which will hamper decision-           activities and functions to be performed by
      making. Another criterion for the selection           sales reps on the iPad have been identified, the
      of an appropriate mobility platform is the            organization should evaluate what business
      ability to support and target multiple mo-            processes will be impacted by the implemen-
      bile operating systems, such as Apple iOS,            tation of the mobility platform. In addition,
      Android, Blackberry, Symbian and Windows              senior decision-makers should consider: What
      Mobile.                                               IT systems and processes will be impacted to
                                                            support the change in business processes?




    Quick Take
Enabling iPad-Based Detailing via a Global Collaborative
Marketing Platform
Business Situation: The European regional head-         creation of the presentations based on HTML5
quarters of a major pharmaceuticals company             pages that are rapidly re-tagged and converted
was committed to the benefits of having its sales       into the final presentation format. HTML5 as a
force use iPads, to replace its existing tablet PCs     portable format allows the operating factory to
for eDetailing. In anticipation of the wider use of     rapidly build, localize and transform raw content
iPads by the competition, its challenge was to          to generate multiple versions of the original pre-
find the best way of systematically utilizing newly     sentation. The factory also offers the foundation
created and existing marketing materials so that        of a scalable “core-flex” service model to increase
localized versions of master content could quickly      output and meet demand during new product
be created and modified.                                campaigns or product launches to ensure simulta-
                                                        neous rollout of presentations in several countries.
Challenge: Without an underlying common orga-
nizational framework, the multitude of languages,       Benefits: The digital asset library catalogues every
cultural needs and regulatory requirements would        component used in the process for reuse in future
require each country to initiate costly new projects    marketing initiatives. We modified the metadata
with local agencies across every brand. The vision      model to include presentation-specific character-
was to have a centralized and inexpensive method        istics that allow marketing teams to quickly reuse,
of reusing assets and master presentations to           update, track approvals and replace marketing
develop and manage local content.                       collateral on every iPad with ease.
Solution: We conceptualized a content devel-
opment factory and digital asset library for the


                       cognizant 20-20 insights         7
What other business processes must change to            competencies required for an iPad deployment
  enable a global deployment?                             as well as for ongoing support.

  Content creation and delivery is one of the             Brand strategy and management is a core
  key business processes to be impacted, and              function, but creating and delivering content,
  this process can impact the scale of mobile             or reusing or repurposing existing content
  enablement. One of the core capabilities for            may not be a core process. Similarly, mobile
  successful iPad usage is the content creation           technology skills may not be readily available
  and delivery capability. Important questions to         within the organization for platform develop-
  be answered around this topic include:                  ment, application development, integration
                                                          and analytics. These skills will either have to
   >> How can content development and delivery            be built over time or acquired more rapidly by
      capabilities be centralized for mobile and
                                                          working with an experienced partner.
      multichannel marketing initiatives and pro-
      cesses?                                         •	 Competitive      advantage and ROI: Outfitting
                                                          the sales organization with iPads requires
   >> Will these capabilities be created internally       investment in a supporting platform, applica-
      or shifted to a partner?
                                                          tions, content, infrastructure and other areas.
   >> What systems are needed to support con-             “Build or buy” will be a key question to answer
      tent collaboration?                                 here — i.e., either to build a mobile application
                                                          platform from scratch or to work with a mobile
   >> How will content be delivered to the iPad?          platform service provider that can provide
•	 Skillsand competencies: Depending on the               hosted solutions. What is the ROI in both these
  analysis of business processes that get                 scenarios? Are there other technology invest-
  impacted (such as a core vs. context analysis           ments already made that can be leveraged?
  that helps evaluate which processes should be
  entrusted to a partner or kept internal), orga-         Another important related element is how a
  nizations will need to evaluate the skills and          pharma company can differentiate itself from




     Quick Take
One-Device Strategy and iPads for a Pharma
Contract Sales Organization
Business Situation: While working to implement        typically performed manually, or on disparate
a new commercial model for a contract sales           systems. This allows the representative to focus
organization (CSO), we developed an end-to-end        on tasks that truly add unique business value.
solution to allow the company to deploy an            By applying an iterative process of isolating key
industry first “one-device” solution for its repre-   areas of value and then simplifying the way the
sentatives.                                           user can capture that value, the team created a
                                                      focused user experience that goes beyond simply
Challenge: To take advantage of the unique
                                                      replicating the functionality of existing desktop
strengths and limitations of the device, the needs
                                                      applications.
of sales representatives had to be balanced with
the needs of the home office.                         Benefits: Sales representatives conduct all
                                                      their promotional and administrative activities
Solution: We set up a cross-functional team of
                                                      using their iPads and will not require a separate
consultants with sales and marketing experience,
                                                      laptop either on the road or at home. The end
client area sales directors and home office staff,
                                                      result is a streamlined system that delivers a
with the goal of deconstructing a sales rep’s
                                                      user experience focused on the needs of sales
day and identifying which key iPad-based tasks
                                                      representatives and healthcare providers, while
truly create unique business value. In order
                                                      delivering lower total cost of ownership and
to meet this challenge, we analyzed the sales
                                                      enhanced value to the home office.
force activities and business needs to automate,
redesign or eliminate many activities that were



                       cognizant 20-20 insights       8
others that are proceeding with mobility and
  iPad deployments. Will it be through the type                        Quick Take
  of mobile applications, the ability to respond                  Holistic Mobility Strategy
  to sales rep and customer requirements? Will
                                                                  and Deployment for a Global
  it be the ability of its sales reps to build better
  customer relationships? Clearly articulating
                                                                  Medical Device Maker
  the business objectives is a prerequisite to                    Business Situation: We have assisted a global
  achieve a successful iPad deployment.                           medical device firm to develop a holistic strategy
                                                                  and deployment roadmap for mobile devices that
•	 Governance: This is among the most critical                    will address deployment in the U.S., Europe, Asia
  dimensions of a holistic mobile strategy.
  Governance is simply about policies and                         and Latin America. The strategy includes estab-
  standards; a key element is who sets these                      lishing the client’s existing mobile device and
  policies and procedures, and how standards                      application baseline, analyzing current and future
  are enforced. Among the most important                          operating expenses and content management
  aspects of governance is security and infor-                    trends as well as developing and recommending a
  mation protection — especially given pharma’s                   BYOD posture and roadmap.
  regulatory oversight requirements. What will
                                                                  Benefits: When implemented, this strategy is
  be the governance plan for the new mobile-
                                                                  projected to reduce annual operating expenditures
  enabled sales force for devices, applications
                                                                  by over $2 million. We are also assisting the client
  and other information they can access or use
                                                                  in developing and implementing mobility security
  over the mobile device? How will the pharma
                                                                  capabilities that will enable the transition from a
  company enforce governance on the applica-
                                                                  corporate-liable mobile device environment to
  tions and data used on the mobility platform?
                                                                  one that is primarily BYOD as part of its holistic
  Should pharma companies restrict access or
                                                                  mobility strategy to reduce corporate risk and
  allow access to other applications for the sales
                                                                  raise employee satisfaction.
  force? Will pharma companies allow “bring
  your own device” (BYOD) and, if so, what will
  be the security requirements in terms of data,
  access, applications, etc.? (For more detail on
  this issue, please see our white paper Making
  BYOD Work for Your Organization.)                           »» What processes, infrastructure and sys-
                                                                   tems are critical, and thus need to be de-
•	 Success factors: Among the critical mobility                    veloped initially?
  deployment success factors for organizations
  to consider are:                                            »» How long will it take to prepare the base
                                                                   architecture and platform?
  >> Organizational    readiness: Is the sales
                                                              »» What is the most cost-effective deploy-
     force ready to adopt and operate on mobile
                                                                   ment approach?
     devices? How will the organization enable
     the transition of the sales force from their             »» How long will it take to complete a pilot
     earlier devices and modes of operation to                     implementation or a stage-by-stage im-
     the new mobility platform, device and pro-                    plementation?
     cesses? What change management strat-
                                                        Benefits of a Holistic Mobility Strategy
     egy will be used to make the sales force
                                                        Thinking through each of these six dimensions
     comfortable with the new device and pro-
                                                        outlined above will be needed to define and
     cesses? What will be the mode of deploy-
                                                        build a holistic mobility strategy best suited to
     ment of mobility to the sales force? What
                                                        the organization. This exercise of defining the
     will be the training and adoption plan for
                                                        mobility strategy and roadmap will help answer
     the sales force?
                                                        important questions that provide the necessary
  >> Developing   a mobility implementation             business justification for the effort, such as:
     roadmap: A systematic and phased imple-
     mentation plan is critical to mobility-en-         •	 Will  this iPad deployment help enable the
     abled sales transformation. Not all sales              company’s vision, and address the business
     processes and sales forces can be trans-               requirements to achieve this vision?
     formed together. A detailed mobility road-
     map will help determine the following:
                                                        •	 How long will it be before we begin to see the
                                                            benefits of the iPad implementation?


                       cognizant 20-20 insights         9
•	 Have     we taken the best approach for this           •	 Provide approximate timelines for implemen-
      implementation?                                       tation and for when the transformation will
                                                            actually begin to yield results.
•	 What     is the cost associated with the entire
      implementation, as well as with each stage
                                                          Looking Ahead
      in terms of infrastructure, IT systems and
      resources?                                          With its high-quality aesthetics and robust capa-
                                                          bilities, the iPad has generated a lot of excitement
•	 What    are the associated risks and critical          in the pharma and medical devices industries; the
      dependencies for this implementation?               iPad has proven to be the device of the future
As previously noted, defining a holistic mobility         for the sales force. Most pharma companies have
strategy will help provide a well-thought-out             started deploying or are looking to deploy the
approach and implementation roadmap with                  iPad for their sales force, but they understand
suitable business justification on costs and              and appreciate that it is not a silver bullet.
expected timelines and benefits.
                                                          This paper provides thoughts on how to increase
Such a strategic, integrated and holistic approach        the chance of success of an iPad implementation,
to defining a mobility strategy can not only greatly      such as defining the mobility strategy and imple-
reduce the risks and resistance in adopting a new         mentation roadmap that will guide and enable
technology platform and approach, but can:                a successful deployment. The key is to realize
                                                          that the iPad will only deliver its full value when
•	 Help estimate the approximate effort involved          it is enabled by transformed business processes
      and the cost of investing in mobility transfor-     as well as being integrated with the other key
      mation over time.                                   systems the sales organization uses. We have
•	 Help plan a two- to three-year roadmap for the         invested significantly in this area and stand ready
      transformation.                                     to help pharma companies to get the most value
                                                          from mobility in general and iPads specifically.
•	 Outline the clear goals and outcomes expected
      at each stage of implementation.

•	 Highlight the risks and dependencies involved
      and the key areas of focus for this transforma-
      tion.




Footnotes
1	
      Wall Street Journal, “iPads Are Latest Weapon in Medical Sales” — http://online.wsj.com/article/SB1000
      1424052748703493504576007723119984758.html and “Abbott, others using iPad in medical sales” —
      http://archive.chicagobreakingbusiness.com/2010/12/abbott-other-using-ipad-in-medical-sales.html.
2.	
      “Future Pharma: A closer look at the iPad in pharma/physician relations” — http://social.eyeforpharma.
      com/uncategorised/future-pharma-closer-look-ipad-pharmaphysician-relations.
3.	
      “Next-generation CRM for the Apple iPad“ — http://www.veevasystems.com/crm/irep/.
4.	
      “iPads Are the Tablet of Choice Among U.S. Physicians”— Aptilon corporation press release —
      http://www.pharmiweb.com/pressreleases/pressrel.asp?ROW_ID=36931&channel=5#.UQnBwIblDvh.




                          cognizant 20-20 insights        10
About the Authors
Thierry Kahane is a Principal in Cognizant’s Life Sciences Business Consulting Practice, with 12 years
of management consulting experience in designing and delivering complex business and IT transforma-
tion programs across life sciences and other industries. He has expertise across the life sciences value
chain, with a particular focus on sales and marketing (new commercial models, mobility and closed-
loop marketing) and R&D (clinical development). Thierry has established credentials in the design and
delivery of strategic initiatives, the program management of large and complex enterprise transfor-
mations and change management and communications. He holds an M.B.A. from Columbia Business
School, and a master’s degree in commercial engineering from Brussels University. He can be reached
at Thierry.Kahane@cognizant.com.

Dr. Elby Nash is a Principal with Cognizant Business Consulting’s Mobility, Social Media, Analytics and
Cloud Practice. Dr. Nash has been a senior management consultant, executive and innovation leader in
the pharmaceuticals, medical device and other industries for over 30 years and is an expert on mobile
technology, eHealth and the deployment of emerging technologies to drive business differentiation and
productivity. Dr. Nash is a thought leader and successful practitioner on the establishment of enterprise
innovation capabilities and has successfully led the development and deployment of mobile solutions
for patient-centered medicine for the “Big Five” global pharmaceuticals firms. He can be reached at
Elby.Nash@cognizant.com.

Robert Yawn is a Senior Manager in Cognizant’s Life Sciences Business Consulting Practice in Swit-
zerland, with 15 years of management consulting experience in Europe and North America focused
on pharmaceuticals commercial transformation initiatives. His experience ranges from developing
strategies for engaging key opinion leaders via social media to directing pan-European implementa-
tions in customer relationship management (CRM) and closed-loop marketing (CLM) involving large-
volume and highly complex customer master and sales data. Robert has bachelor’s degrees in finance
and information and decision sciences, both from the University of Illinois. He can be reached at
Robert.Yawn@cognizant.com.

Seema Raman-Jayakumar is a Senior Consultant in Cognizant’s Life Sciences Business Consulting
Practice, with nine years of experience in business development and marketing, product develop-
ment, technology and process consulting across life sciences and other industries. She has expertise
across the life sciences value chain, with a particular focus on sales and marketing (customer and
sales data management, reporting and multichannel marketing). She has considerable experience in
business analysis and project management of large transformation programs and application develop-
ment projects. Seema holds an M.B.A. in marketing from T.A. Pai Management Institute, India, and a
bachelor’s degree in computer technology from PSG College of Technology, India. She can be reached at
Seema.Raman@cognizant.com.




About Cognizant
Cognizant (NASDAQ: CTSH) is a leading provider of information technology, consulting, and business process out-
sourcing services, dedicated to helping the world’s leading companies build stronger businesses. Headquartered in
Teaneck, New Jersey (U.S.), Cognizant combines a passion for client satisfaction, technology innovation, deep industry
and business process expertise, and a global, collaborative workforce that embodies the future of work. With over 50
delivery centers worldwide and approximately 156,700 employees as of December 31, 2012, Cognizant is a member of
the NASDAQ-100, the S&P 500, the Forbes Global 2000, and the Fortune 500 and is ranked among the top performing
and fastest growing companies in the world. Visit us online at www.cognizant.com or follow us on Twitter: Cognizant.



                                         World Headquarters                  European Headquarters                 India Operations Headquarters
                                         500 Frank W. Burr Blvd.             1 Kingdom Street                      #5/535, Old Mahabalipuram Road
                                         Teaneck, NJ 07666 USA               Paddington Central                    Okkiyam Pettai, Thoraipakkam
                                         Phone: +1 201 801 0233              London W2 6BD                         Chennai, 600 096 India
                                         Fax: +1 201 801 0243                Phone: +44 (0) 20 7297 7600           Phone: +91 (0) 44 4209 6000
                                         Toll Free: +1 888 937 3277          Fax: +44 (0) 20 7121 0102             Fax: +91 (0) 44 4209 6060
                                         Email: inquiry@cognizant.com        Email: infouk@cognizant.com           Email: inquiryindia@cognizant.com


©
­­ Copyright 2013, Cognizant. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, transmitted in any form or by any
means, electronic, mechanical, photocopying, recording, or otherwise, without the express written permission from Cognizant. The information contained herein is
subject to change without notice. All other trademarks mentioned herein are the property of their respective owners.

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How to Properly Deploy the iPad Within the Pharma Sales Force

  • 1. • Cognizant 20-20 Insights How to Properly Deploy the iPad Within the Pharma Sales Force To fully realize the value of iPads, pharmaceuticals companies need a robust mobility strategy from the get-go that better integrates these proliferating devices with existing processes and systems. Executive Summary With the widespread adoption of smart phones and tablets by physicians and patients, mobility Pharmaceuticals companies are facing multiple can no longer remain solely a technology question challenges, from patent expirations and fewer but must become an integral part of the sales blockbusters, to a weakening pipeline. This is strategy and process. Pharma companies have further complicated by stringent regulatory begun adopting mobility in sales and marketing, compliance, intense competition from generics, but only in certain areas and functions. While the shorter product lifecycles and heightened cost iPad has clearly emerged as the device of choice, pressures that are directly impacting sales orga- pharma companies are still asking important nizations across the industry. These organizations questions related to implementation challenges, are also facing critical sales challenges of their such as security and infrastructure requirements, own, from reduced physician face time, increased actual usage and presentation by sales reps, promotional spend compliance, to a fast-chang- back-end data, connectivity and systems integra- ing sales environment that is influenced by new tion. Additional issues that must be considered media and mobile technology that requires more early on include: personalized and targeted messaging. These combined pressures are forcing the phar- • Discovering the right device strategy. maceuticals sales and marketing teams to seek • Planning the end-state application landscape. more innovative ways for driving sales and • Developing a mobile device content marketing effectiveness. It has therefore become management strategy. vital for the pharma sales force to be empowered with information and tools to facilitate faster • Creating an ROI measurement plan that properly captures mobile implementation decision-making and engage with customers in efficiency and effectiveness and forecasts a ways that improve their sales performance. Using tangible results timetable. mobile technology can give pharma sales the boost it needs to improve marketing effective- This white paper provides answers to many of ness and sales performance. these key questions including how to define cognizant 20-20 insights | february 2013
  • 2. a holistic mobility strategy, how to integrate iPad Pharma Sales Force Benefits mobility into sales processes, how to develop a The iPad provides capabilities similar to tradi- detailed implementation roadmap and, ultimately, tional laptops and tablets, but delivers additional how to get more value from your iPad deployment. benefits that resonate with pharma sales forces: The iPad Is Pharma’s Clear • Instant power-on and battery life: The iPad Device of Choice comes alive with the touch of a button, unlike Pharmaceuticals sales representatives have for laptops which take time to boot. It also has a some time realized the potential of the touch- long battery life, which allows for an always-on screen tablet. Given their reduced period of time feeling. in front of physicians, pharma sales reps still struggle to differentiate themselves and make • Weight and size: The new iPad is only about 1.46 pounds, making it easy to carry. an impactful presentation. The ability to provide clinical information in a visually stimulating • Connectivity: While laptops and tablets are and interactive format at the point of contact is fitted with Wi-Fi, the 4G/LTE capability of the clearly satisfying for both the healthcare profes- iPad provides an edge over these other devices. sional and the sales rep. • User interface fluidity: The iPad has a slick and stylish user interface that is easy to navigate. Of all mobile devices, Apple’s iPad is making the The responsiveness of the touch screen gives greatest impact. With an all-day battery life, an a far more real and involving experience. The impressive form factor and user experience and sales rep can move among different content a rapidly expanding portfolio of applications, types and video, animation and media with the iPad has captivated pharma sales reps and relative ease and a fluidity that doesn’t come customers alike. This device, which is easier to with traditional laptops. turn on and operate and is lighter and more user- friendly than laptops, is quickly becoming the de • Security: Information security on the iPad is facto choice at most pharma organizations as equivalent to that of laptops when the appro- well as many medical device companies. Many priate mobile device management (MDM) have already invested in iPads for their sales software is deployed. There are few issues with forces, including the following: virus attacks as a result of Apple’s robust iOS operating system and frequent updates that • Abbott Laboratories, Medtronic Inc. and protect the device from malware and virus Boston Scientific Corp. are among those tightly threats. embracing the iPad.1 • Slick and stylish form factor: The iPad has a >> For example, medical device giant Medtron- look and feel that is very appealing. It has the ic, a Minneapolis-based maker of implant- right size to make it easy for personal viewing able heart devices and other products, and for physician demonstrations, making it a has bought 4,500 iPads for its sales and more engaging experience. marketing team, and could buy as many as Among the key benefits for pharma sales reps 6,000 iPads in total. and organizations using iPads for detailing (face- • Otsuka Pharma and Novartis are also adopting to-face informational meetings between sales iPads to help improve sales force performance.2 reps and physicians) and other purposes include: From our work with pharma companies we have learned that eight of the “Big 10” global pharma • Improved physician interaction and engagement: firms are at various stages of iPad deployment for their pharmaceuticals representatives. The iPad >> Digital detailing is undoubtedly one of is such a hit because it is not only proving useful the primary drivers of mobility adoption in for conducting impactful and engaging conver- pharma sales. The iPad has the ability to sations with physicians but has the potential to easily demonstrate video, animations and transform the way pharmaceuticals sales rep- anatomical or product images to physicians resentatives conduct all of their core activities, at any place or time. Specialty detailing, in such as call planning and reporting, training and particular, would be greatly enhanced by other administrative tasks. These, and many other using the iPad with its sharp visual display iPad applications, are driving pharma enterprises and advanced processor capabilities. Since towards accelerated deployment of the devices. specialty care sales reps typically get more 2
  • 3. face time with physicians, an iPad can be a >> Some other applications include: powerful tool to help tell the “story” of a product or procedure, especially if the nar- »» Availability of training and marketing content: iPads enable the use of mobile rative is complex and better told using vi- apps that can electronically deliver this sual aids. content on request to the sales reps. With >> eSampling and eCouponing: Another wireless-enabled (3G or 4G) iPads, on- feature that helps improve physician in- demand product learning material and teraction is a mobile application that can certification tools can be made available electronically collect physician signatures to the sales force for skills enhancement for sampling or coupons. eCoupons can while they are on the road. be redeemed and samples ordered during a physician call, making response and ful- »» Dynamic call routing using the iPad geo- location and data visualization capabili- fillment almost immediate. For example: ties: iPads enabled with geo-location ca- Veeva’s iRep3 is a physician detailing ap- pabilities can actually help with real-time plication that can collect digital signatures call activity changes by dynamically re- from physicians for samples. routing the sales reps based on proximity, • Process transformation improving traffic and other parameters in the case productivity: of cancelled appointments (see Figure 1). These capabilities can help increase sales >> Sales reps enabled with iPads can per- reps’ productivity and efficiency. form call management activities as well as administrative tasks such as e-mail, ex- pense reporting, event management setup, • Faster decision-making through closed-loop marketing and analytics: With an effective samples management and call activity re- mobile pharma detailing application integrated porting while on the move between physi- with any CRM system, pharma sales reps can cian visits. Representatives do not need to record the information that shapes the direction wait until day’s end for reporting and other of business and establish plans for the next administrative tasks. iPads also enable pre- call, almost immediately, either directly after call preparation and access to critical detail- a sales call, in the elevator or in the waiting ing material when on the move. The ease of room. Information on products or physician operation of the iPad makes it more likely orders is captured through easy drop-down that sales reps capture data throughout menus that limit the amount of text entry the day, thus enabling more accurate call required. If diligent, the representative need reporting and improving overall efficiency. only plug the device into the cradle to upload Dynamic Call Routing Enabled by iPads Basic Account Information Including Product NRx/TRx Info Sales Rep Current Location Account Related Info and Services Icons (e.g., Phone, E-Mail, Route from Current Location, Weather) Hospital Account – Cancelled Appt Shown HCP Account as Red Icon Locations | ©2011, Cognizant 4 Figure 1 cognizant 20-20 insights 3
  • 4. the day’s activities to the server. With the right is patient-facing regimen reminders for oral mobile application in place, crucial feedback therapies. The patient registers on a product from the field becomes Web site or downloads an application and enters immediately available so basic information (weight, dosage, start date of The asset library can be sales management and treatment, etc.). Using the same logic contained used to identify where marketing teams no longer in the approved dosing guide and official package a graphic has been need to wait until the insert, the app provides continuous automated end of the week for the reminders (e.g., “Remember to follow your used and can bring up sales reps to type in their treatment plan today.”) for either taking the a list of presentations reports to gain front-line medicine or for creating calendar entries via that need modification, insights. The marketing iCalendar that indicate scheduled follow-up visits team can react immediate- with a physician. Patient anonymity is paramount enabling the marketing ly to needs from the sales in making the acceptance of these applications team to quickly change force with instant alerts successful. To preserve information privacy and redeploy a specific and actionable insights between the patient, doctor and the pharmaceu- for the sales reps, greatly ticals company, these apps rely only on inputs the presentation. improving efficiency and patient self-discloses. For example, consider apps productivity. that provide the option of selecting the country rather than “harvesting” IP addresses and carrier • Brand differentiation and development: information. Clear guidelines for these practices According to an online survey of 341 U.S. are specified in the terms and conditions for the healthcare professionals (HCPs) completed application and in many cases are also part of the in February 2011, 79% would choose Apple’s “social media agreement” between the company iPad for professional use.4 There is a strong and the patient. preference from physicians for digital detailing with an iPad. Pharma companies have an As highlighted above, pharmaceuticals sales opportunity for brand building and to influence representatives and brand/marketing teams physicians to re-think the level of engagement are beginning to use iPads to deliver interactive with their sales reps. The improved quality eDetailing presentations. This has become the of detailing, faster fulfillment of sampling foremost reason for adoption of the iPad in the and medical information requests and other industry. eDetailing and “closed-loop marketing” value-adds provided through useful mobile (CLM) build on a 10-year tradition that began applications and tools for customers can help with the first widespread use of tablet PCs. The with pharma companies’ brand-building efforts. workflow process for medical, regulatory and • Cost reduction: Mobile devices like the iPad legal reviews and approvals is also made more require an initial investment in hardware, manageable by using the iPads in combination technology and supporting infrastructure, but with an asset library platform. Acting as a col- in the long term they can help lower overall laboration center, the asset library also stores operating costs. All content ranging from the release version of every presentation along marketing material to training content can with its component assets. A practical example of be pushed to the mobile device and made this benefit is when a graphical image needs to be available almost immediately to pharma sales replaced throughout all presentations. The asset reps. The costs of physical distribution and library can be used to identify where a graphic has implementation are significantly lower as most been used and can bring up a list of presentations sales processes can be digitized and virtual- that need modification, enabling the marketing ized. In addition, the overall increase in produc- team to quickly change and redeploy a specific tivity and efficiency has the potential to result presentation. in substantial cost savings. Finally, end-user services are key to the success of These benefits are steering pharma companies product reminders and eDetailing. These include toward aggressive adoption and deployment of raising awareness and training of product support mobility solutions, and particularly iPads. teams that handle phone or chat support for a product and the redeployment of released pre- The Current State of iPad Adoption sentations following a break-fix incident with the As noted, many pharmaceuticals companies are sales representative. Integration with CRM data deploying iPads and developing mobile appli- also provides an enhanced view of the customer cations for the iPad and iPhone. One example and enables the sales representative to manage cognizant 20-20 insights 4
  • 5. Top-Eight Global Pharma Status on Sales and Marketing Mobility Field Force HCP Medical Brand/TA Apps iPad Deployment SFA Deployment Education Information for Physicians to Field Force to Field Force Courseware Requests/Delivery (Diagnostic Tools, Patient Interaction, etc) Pharma 1 Pharma 2 Pharma 3 Exploring Pharma 4 Underway Pharma 5 Deployed Pharma 6 Pharma 7 Pharma 8 Figure 2 an ongoing sequence of presentations with the are either evaluating or beginning to implement physician over several weeks that build upon a mobile devices for their sales forces and have common theme or message. integrated mobility only partially into their sales processes and strategies. Most pharma companies Pharma companies are at various stages of iPad today are deploying mobility solutions in a very deployment. Pilots and implementations for fragmented manner, for a few specific functions eDetailing, sales training and mobile CRM are in the sales process. For example, iPads are being currently under way. Figure 2 offers a snapshot deployed for eDetailing and branded mobile apps of the current stage of deployment of various targeted at the patient or doctor. These mobility mobility initiatives by pharma companies for use deloyments, therefore, are apt to become silos by their sales forces. of information unto themselves. The systems are not able to share data, making it diffcult for Based on work with multiple pharma companies, sales forces to achieve the full value from their we have developed a maturity model to capture investment in mobile technology and its potential the journey many organizations have followed to capabilities. implement iPads across their sales forces. Figure 3, which depicts the current state of mobility In this regard, pharma companies have many adoption in pharma, reveals that most pharma unexplored opportunities. Moreover, some are companies are somewhere in the middle. They facing challenges in their attempt to implement Pharma’s Current State of Mobility Adoption and Maturity Fully Internal Maximum use of Developing a Implementing mobile technology Integrated discussions in holistic mobility closed loop – geo-location into Sales progress. No strategy for the marketing and Level of Mobility Integration enterprise-wide services, real-time Strategy sales force. analytics. analytics ,etc. initiative. Few pharma companies Trial and proof are still in the awareness Partially Internal Rolling out Mobile SFA of concept on and evaluation stage. Integrated/ discussions in iPads to sales deployed – call progress. No training and Select force for management enterprise-wide detailing Processes detailing and and reporting . Most pharma initiative. content-based SFA processes. companies are here. processes. Aware of Mobile enabling Mobility Piloting use of Deployed mobile Barely any pharma companies are mobility tools all Web sites and as an eDetailing devices for detailing in the very early or very mature but still using providing mobile through and marketing stages of mobility adoption. Enabler traditional devices for detailing. iPads. information. sales tools. Aware and Evaluation & Adopted/ Implementing Interested Trial/Pilot In Use Stages of Mobility Adoption Figure 3 cognizant 20-20 insights 5
  • 6. mobility. Specifically, they are struggling with • How should the iPad be used for detailing and making the leap to fully integrate mobility into demonstrations? What is the actual perfor- their sales strategy to realize all the potential mance of the iPad-enabled sales rep in front of benefits of mobile technology. the physician? Defining a Holistic Mobility Strategy to Fully iPad and Mobility Implementation: Leverage the iPad Questions and Challenges A holistic mobility strategy is essential for any Pharma companies are asking many questions successful iPad deployment and mobility imple- about how to most effectively and efficiently mentation. Unfortunately, many companies have deploy and use mobile solutions for their sales deployed iPads without first developing such a forces. Some of these important questions strategy, and have few economic benefits to show concern the actual purpose of these mobile for it. devices for the sales force, the level of readiness for implementation and what challenges they will We have a robust approach to developing face during implementation. a mobility strategy, which serves as a good mechanism to start defining the objectives and Among the most common questions we have expectations from such an important investment encountered in our discussions with our clients (see Figure 4). This mobility strategy includes the are: following six dimensions: • Can the iPad really replace the laptop or is it a • Architecture and device strategy: This complementary device? dimension ensures that important architec- • Technology-related questions such as: What tural questions are considered and answered, should the application landscape on the iPad including defining a device strategy, determin- be? What is the most suitable CRM platform? ing the mode of deployment and selecting an appropriate mobility platform. • Some companies, having deployed iPads as a pilot for one specific purpose, are asking how >> Device strategy: Pharma companies must to expand functionality and scale up to address think about whether they want to go with a the needs of the entire sales organization, as single or a multi-device strategy, where the well as how to enable additional collaboration. iPad is either the only device that the sales force uses or where it is used in addition to • How should the content development and the laptop. The device strategy is driven by delivery platform be set up? how much the pharma company is willing • How should they gather and act on business to take advantage of the disruptive pow- intelligence through the iPad? Principal Elements of a Holistic Mobility Strategy Governance • Portfolio management for business value? • Standards and policies? • Decision-making/funding for PoCs? Competitive Advantage and ROI Process Impacts • Build or buy? Business • What processes will change? • Differentiation or transformation? • Any new processes? • What is theROI? Justification • Organizational change? • Ancillary benefits? • Should the mobile effort be • Impact on security? embarked upon? • What should the approach be? • What is the right timing and timeframe for ths effort? Architecture • What is it going to cost? Success Factors • Backend integration? • Risks and rewards? • 2-3 year roadmap? • Mobility partner(s)? • Mode of deployment? • Roadmap and long-term plan? • Device strategy? • Organizational readiness? • Appropriate platforms? Skills and Competencies • Technology skills (core vs. context)? • Onshore vs. Offshore? • Buy vs. organic growth? Figure 4 cognizant 20-20 insights 6
  • 7. ers of iPad functionality, instead of merely >> Application landscape: The application replicating Web site capabilities on the mo- landscape should be developed and defined bile device. It also requires rethinking the by the business purpose of the sales organi- business processes and activities that sales zation and the related processes and activi- reps currently perform using a laptop, and ties that these applications should support: whether they would continue to execute Should the application landscape cover such activities on the iPad in the future. Are eDetailing for showcasing content? Do we these activities truly adding value? From expect to capture customer responses, our conversations with pharma clients, only questions and requests for informa- two companies so far have decided to go tion through the detailing process? What with a single device strategy. back-end technology integration would be needed to capture customer responses and >> Mobility platform: An integrated mobil- intelligence? What kind of CRM platform ity platform can help scale the technology and integration would be required? These implementation to the entire pharma com- questions need to be carefully considered mercial organization and associated busi- before determining which applications to ness processes. Fragmented deployment of include on the iPad. mobility applications will only create silos of information and prevent the seamless flow • Impact on business processes: Once the of information, which will hamper decision- activities and functions to be performed by making. Another criterion for the selection sales reps on the iPad have been identified, the of an appropriate mobility platform is the organization should evaluate what business ability to support and target multiple mo- processes will be impacted by the implemen- bile operating systems, such as Apple iOS, tation of the mobility platform. In addition, Android, Blackberry, Symbian and Windows senior decision-makers should consider: What Mobile. IT systems and processes will be impacted to support the change in business processes? Quick Take Enabling iPad-Based Detailing via a Global Collaborative Marketing Platform Business Situation: The European regional head- creation of the presentations based on HTML5 quarters of a major pharmaceuticals company pages that are rapidly re-tagged and converted was committed to the benefits of having its sales into the final presentation format. HTML5 as a force use iPads, to replace its existing tablet PCs portable format allows the operating factory to for eDetailing. In anticipation of the wider use of rapidly build, localize and transform raw content iPads by the competition, its challenge was to to generate multiple versions of the original pre- find the best way of systematically utilizing newly sentation. The factory also offers the foundation created and existing marketing materials so that of a scalable “core-flex” service model to increase localized versions of master content could quickly output and meet demand during new product be created and modified. campaigns or product launches to ensure simulta- neous rollout of presentations in several countries. Challenge: Without an underlying common orga- nizational framework, the multitude of languages, Benefits: The digital asset library catalogues every cultural needs and regulatory requirements would component used in the process for reuse in future require each country to initiate costly new projects marketing initiatives. We modified the metadata with local agencies across every brand. The vision model to include presentation-specific character- was to have a centralized and inexpensive method istics that allow marketing teams to quickly reuse, of reusing assets and master presentations to update, track approvals and replace marketing develop and manage local content. collateral on every iPad with ease. Solution: We conceptualized a content devel- opment factory and digital asset library for the cognizant 20-20 insights 7
  • 8. What other business processes must change to competencies required for an iPad deployment enable a global deployment? as well as for ongoing support. Content creation and delivery is one of the Brand strategy and management is a core key business processes to be impacted, and function, but creating and delivering content, this process can impact the scale of mobile or reusing or repurposing existing content enablement. One of the core capabilities for may not be a core process. Similarly, mobile successful iPad usage is the content creation technology skills may not be readily available and delivery capability. Important questions to within the organization for platform develop- be answered around this topic include: ment, application development, integration and analytics. These skills will either have to >> How can content development and delivery be built over time or acquired more rapidly by capabilities be centralized for mobile and working with an experienced partner. multichannel marketing initiatives and pro- cesses? • Competitive advantage and ROI: Outfitting the sales organization with iPads requires >> Will these capabilities be created internally investment in a supporting platform, applica- or shifted to a partner? tions, content, infrastructure and other areas. >> What systems are needed to support con- “Build or buy” will be a key question to answer tent collaboration? here — i.e., either to build a mobile application platform from scratch or to work with a mobile >> How will content be delivered to the iPad? platform service provider that can provide • Skillsand competencies: Depending on the hosted solutions. What is the ROI in both these analysis of business processes that get scenarios? Are there other technology invest- impacted (such as a core vs. context analysis ments already made that can be leveraged? that helps evaluate which processes should be entrusted to a partner or kept internal), orga- Another important related element is how a nizations will need to evaluate the skills and pharma company can differentiate itself from Quick Take One-Device Strategy and iPads for a Pharma Contract Sales Organization Business Situation: While working to implement typically performed manually, or on disparate a new commercial model for a contract sales systems. This allows the representative to focus organization (CSO), we developed an end-to-end on tasks that truly add unique business value. solution to allow the company to deploy an By applying an iterative process of isolating key industry first “one-device” solution for its repre- areas of value and then simplifying the way the sentatives. user can capture that value, the team created a focused user experience that goes beyond simply Challenge: To take advantage of the unique replicating the functionality of existing desktop strengths and limitations of the device, the needs applications. of sales representatives had to be balanced with the needs of the home office. Benefits: Sales representatives conduct all their promotional and administrative activities Solution: We set up a cross-functional team of using their iPads and will not require a separate consultants with sales and marketing experience, laptop either on the road or at home. The end client area sales directors and home office staff, result is a streamlined system that delivers a with the goal of deconstructing a sales rep’s user experience focused on the needs of sales day and identifying which key iPad-based tasks representatives and healthcare providers, while truly create unique business value. In order delivering lower total cost of ownership and to meet this challenge, we analyzed the sales enhanced value to the home office. force activities and business needs to automate, redesign or eliminate many activities that were cognizant 20-20 insights 8
  • 9. others that are proceeding with mobility and iPad deployments. Will it be through the type Quick Take of mobile applications, the ability to respond Holistic Mobility Strategy to sales rep and customer requirements? Will and Deployment for a Global it be the ability of its sales reps to build better customer relationships? Clearly articulating Medical Device Maker the business objectives is a prerequisite to Business Situation: We have assisted a global achieve a successful iPad deployment. medical device firm to develop a holistic strategy and deployment roadmap for mobile devices that • Governance: This is among the most critical will address deployment in the U.S., Europe, Asia dimensions of a holistic mobile strategy. Governance is simply about policies and and Latin America. The strategy includes estab- standards; a key element is who sets these lishing the client’s existing mobile device and policies and procedures, and how standards application baseline, analyzing current and future are enforced. Among the most important operating expenses and content management aspects of governance is security and infor- trends as well as developing and recommending a mation protection — especially given pharma’s BYOD posture and roadmap. regulatory oversight requirements. What will Benefits: When implemented, this strategy is be the governance plan for the new mobile- projected to reduce annual operating expenditures enabled sales force for devices, applications by over $2 million. We are also assisting the client and other information they can access or use in developing and implementing mobility security over the mobile device? How will the pharma capabilities that will enable the transition from a company enforce governance on the applica- corporate-liable mobile device environment to tions and data used on the mobility platform? one that is primarily BYOD as part of its holistic Should pharma companies restrict access or mobility strategy to reduce corporate risk and allow access to other applications for the sales raise employee satisfaction. force? Will pharma companies allow “bring your own device” (BYOD) and, if so, what will be the security requirements in terms of data, access, applications, etc.? (For more detail on this issue, please see our white paper Making BYOD Work for Your Organization.) »» What processes, infrastructure and sys- tems are critical, and thus need to be de- • Success factors: Among the critical mobility veloped initially? deployment success factors for organizations to consider are: »» How long will it take to prepare the base architecture and platform? >> Organizational readiness: Is the sales »» What is the most cost-effective deploy- force ready to adopt and operate on mobile ment approach? devices? How will the organization enable the transition of the sales force from their »» How long will it take to complete a pilot earlier devices and modes of operation to implementation or a stage-by-stage im- the new mobility platform, device and pro- plementation? cesses? What change management strat- Benefits of a Holistic Mobility Strategy egy will be used to make the sales force Thinking through each of these six dimensions comfortable with the new device and pro- outlined above will be needed to define and cesses? What will be the mode of deploy- build a holistic mobility strategy best suited to ment of mobility to the sales force? What the organization. This exercise of defining the will be the training and adoption plan for mobility strategy and roadmap will help answer the sales force? important questions that provide the necessary >> Developing a mobility implementation business justification for the effort, such as: roadmap: A systematic and phased imple- mentation plan is critical to mobility-en- • Will this iPad deployment help enable the abled sales transformation. Not all sales company’s vision, and address the business processes and sales forces can be trans- requirements to achieve this vision? formed together. A detailed mobility road- map will help determine the following: • How long will it be before we begin to see the benefits of the iPad implementation? cognizant 20-20 insights 9
  • 10. • Have we taken the best approach for this • Provide approximate timelines for implemen- implementation? tation and for when the transformation will actually begin to yield results. • What is the cost associated with the entire implementation, as well as with each stage Looking Ahead in terms of infrastructure, IT systems and resources? With its high-quality aesthetics and robust capa- bilities, the iPad has generated a lot of excitement • What are the associated risks and critical in the pharma and medical devices industries; the dependencies for this implementation? iPad has proven to be the device of the future As previously noted, defining a holistic mobility for the sales force. Most pharma companies have strategy will help provide a well-thought-out started deploying or are looking to deploy the approach and implementation roadmap with iPad for their sales force, but they understand suitable business justification on costs and and appreciate that it is not a silver bullet. expected timelines and benefits. This paper provides thoughts on how to increase Such a strategic, integrated and holistic approach the chance of success of an iPad implementation, to defining a mobility strategy can not only greatly such as defining the mobility strategy and imple- reduce the risks and resistance in adopting a new mentation roadmap that will guide and enable technology platform and approach, but can: a successful deployment. The key is to realize that the iPad will only deliver its full value when • Help estimate the approximate effort involved it is enabled by transformed business processes and the cost of investing in mobility transfor- as well as being integrated with the other key mation over time. systems the sales organization uses. We have • Help plan a two- to three-year roadmap for the invested significantly in this area and stand ready transformation. to help pharma companies to get the most value from mobility in general and iPads specifically. • Outline the clear goals and outcomes expected at each stage of implementation. • Highlight the risks and dependencies involved and the key areas of focus for this transforma- tion. Footnotes 1 Wall Street Journal, “iPads Are Latest Weapon in Medical Sales” — http://online.wsj.com/article/SB1000 1424052748703493504576007723119984758.html and “Abbott, others using iPad in medical sales” — http://archive.chicagobreakingbusiness.com/2010/12/abbott-other-using-ipad-in-medical-sales.html. 2. “Future Pharma: A closer look at the iPad in pharma/physician relations” — http://social.eyeforpharma. com/uncategorised/future-pharma-closer-look-ipad-pharmaphysician-relations. 3. “Next-generation CRM for the Apple iPad“ — http://www.veevasystems.com/crm/irep/. 4. “iPads Are the Tablet of Choice Among U.S. Physicians”— Aptilon corporation press release — http://www.pharmiweb.com/pressreleases/pressrel.asp?ROW_ID=36931&channel=5#.UQnBwIblDvh. cognizant 20-20 insights 10
  • 11. About the Authors Thierry Kahane is a Principal in Cognizant’s Life Sciences Business Consulting Practice, with 12 years of management consulting experience in designing and delivering complex business and IT transforma- tion programs across life sciences and other industries. He has expertise across the life sciences value chain, with a particular focus on sales and marketing (new commercial models, mobility and closed- loop marketing) and R&D (clinical development). Thierry has established credentials in the design and delivery of strategic initiatives, the program management of large and complex enterprise transfor- mations and change management and communications. He holds an M.B.A. from Columbia Business School, and a master’s degree in commercial engineering from Brussels University. He can be reached at Thierry.Kahane@cognizant.com. Dr. Elby Nash is a Principal with Cognizant Business Consulting’s Mobility, Social Media, Analytics and Cloud Practice. Dr. Nash has been a senior management consultant, executive and innovation leader in the pharmaceuticals, medical device and other industries for over 30 years and is an expert on mobile technology, eHealth and the deployment of emerging technologies to drive business differentiation and productivity. Dr. Nash is a thought leader and successful practitioner on the establishment of enterprise innovation capabilities and has successfully led the development and deployment of mobile solutions for patient-centered medicine for the “Big Five” global pharmaceuticals firms. He can be reached at Elby.Nash@cognizant.com. Robert Yawn is a Senior Manager in Cognizant’s Life Sciences Business Consulting Practice in Swit- zerland, with 15 years of management consulting experience in Europe and North America focused on pharmaceuticals commercial transformation initiatives. His experience ranges from developing strategies for engaging key opinion leaders via social media to directing pan-European implementa- tions in customer relationship management (CRM) and closed-loop marketing (CLM) involving large- volume and highly complex customer master and sales data. Robert has bachelor’s degrees in finance and information and decision sciences, both from the University of Illinois. He can be reached at Robert.Yawn@cognizant.com. Seema Raman-Jayakumar is a Senior Consultant in Cognizant’s Life Sciences Business Consulting Practice, with nine years of experience in business development and marketing, product develop- ment, technology and process consulting across life sciences and other industries. She has expertise across the life sciences value chain, with a particular focus on sales and marketing (customer and sales data management, reporting and multichannel marketing). She has considerable experience in business analysis and project management of large transformation programs and application develop- ment projects. Seema holds an M.B.A. in marketing from T.A. Pai Management Institute, India, and a bachelor’s degree in computer technology from PSG College of Technology, India. She can be reached at Seema.Raman@cognizant.com. About Cognizant Cognizant (NASDAQ: CTSH) is a leading provider of information technology, consulting, and business process out- sourcing services, dedicated to helping the world’s leading companies build stronger businesses. Headquartered in Teaneck, New Jersey (U.S.), Cognizant combines a passion for client satisfaction, technology innovation, deep industry and business process expertise, and a global, collaborative workforce that embodies the future of work. With over 50 delivery centers worldwide and approximately 156,700 employees as of December 31, 2012, Cognizant is a member of the NASDAQ-100, the S&P 500, the Forbes Global 2000, and the Fortune 500 and is ranked among the top performing and fastest growing companies in the world. Visit us online at www.cognizant.com or follow us on Twitter: Cognizant. World Headquarters European Headquarters India Operations Headquarters 500 Frank W. Burr Blvd. 1 Kingdom Street #5/535, Old Mahabalipuram Road Teaneck, NJ 07666 USA Paddington Central Okkiyam Pettai, Thoraipakkam Phone: +1 201 801 0233 London W2 6BD Chennai, 600 096 India Fax: +1 201 801 0243 Phone: +44 (0) 20 7297 7600 Phone: +91 (0) 44 4209 6000 Toll Free: +1 888 937 3277 Fax: +44 (0) 20 7121 0102 Fax: +91 (0) 44 4209 6060 Email: inquiry@cognizant.com Email: infouk@cognizant.com Email: inquiryindia@cognizant.com © ­­ Copyright 2013, Cognizant. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the express written permission from Cognizant. The information contained herein is subject to change without notice. All other trademarks mentioned herein are the property of their respective owners.