Medical analytics team delivers real-time intel and decreases manual effort and errors
Challenge:
A biotech company struggled to achieve timely real-world insights from the vast amount of information contained in the unstructured call notes from field medical affairs reps stored in its CRM. The manual process of reading and categorizing the reports consumed considerable time and resulted in errors.
Solution:
The medical analytics team partnered with Beghou Consulting to use natural language processing (NLP) to optimize the process, gain real-time insights, reduce the required resources, and scale as their needs evolve.
Biotech company shifts to automated processing and reporting of CRM insights,gaining real-time outcomes while saving hours of manual effort per week
Key results:
As the first competitor to the company’s lead product entered the market, the leadership team desired better insights into the real-world treatment landscape so it could differentiate itself from the competition.
The team recognized that the rich information collected from the field medical affairs reps’ during their interactions with healthcare professionals provided the insights they needed. However, although the reps recorded detailed notes in the company’s CRM, the leadership team was unable to extract insights in a timely manner due to the labor-intensive manual review process.
Errors and biases
in the categorization/tagging that resulted in missed information when it was aggregatedManual review
of the 1000s of notes again if a new signal emerged (e.g., a safety concern) that required a new tagSignificant resource sink
as analysts were tied up with manual categorization of notes for hours on end, which was expected to increase over timeDelay in actionable insights,
which were delivered only on a quarterly basis, limiting a timely response to the changing landscapeScalable, customized AI solution suited to the company’s evolving needs
The team partnered with Beghou experts, including data scientists, medical analytics experts, and executive leadership (SMEs), to quickly implement a feasible NLP-driven AI solution to deliver the company’s vision of automated, reliable, timely insight tagging and more granular categorization and reporting. While this project was launched prior to the advent of GenAI, this technology could now be layered on to accelerate and enhance insight generation.
At Beghou, we base our customer interactions on a collaborative approach to ensure the end product meets the specific organizational needs and gain stakeholder buy-in from the very beginning.
For this project, this meant that the company’s clinical and medical teams, especially the regional directors, had multiple feedback opportunities during the iterative development process, including:
Key business questions that were considered:
The cross-functional collaboration ensured that the tags, ontologies, and outputs in the final product provided the specific insights the company needed, when they needed them.
Examples of automated tagging and classification of notes in the CRM
Example entries in the notes |
Tags assigned by the system | Notes category |
|---|---|---|
| “Asset 1 has the highest safety and tolerability for XXX indication. However, there are issues with YYY.” | Asset, Efficacy & Safety, Indication | Insight |
| “Asset 2 is likely going to produce better clinical results than comp 1. It will be interesting to assess which regime will have the best efficacy profile for patients and how it will impact corresponding access restrictions.” | Asset, Clinical Biomarker, Competitor, Efficacy & Safety, Indication, Access | Insight and intel |
Example dashboards custom created for the company’s needs
The system design also allowed for continuous progress, so we could meet the client where they were during the project and allow for future expansion as the market changed, such as adding tags to capture new types of information needed.
Additional planned improvements included sentiment analysis to better understand changes in perceptions of the assets over time; semantic searching to allow for different names for the same drug or clinical trial names, for example; and Q&A functionality using conversational AI (after the advent of GenAI) that would have allowed user-entered queries of the content. However, the company was acquired before the next phase of the project commenced.
Simplified workflow for the NLP approach to tag, classify, and visualize notes
Additional planned improvements included sentiment analysis to better understand changes in perceptions of the assets over time; semantic searching to allow for different names for the same drug or clinical trial names, for example; and Q&A functionality using conversational AI (after the advent of GenAI) that would have allowed user-entered queries of the content. However, the company was acquired before the next phase of the project commenced.
The NLP-based solution went live only 2.5 months after the initial list of tags was created. Once in production, it eliminated the time spent by the field medical affairs team, improved the accuracy of the findings, has the ability to grow with the company’s needs, and provides near real-time insights that could be used by the leadership team and the field medical affairs reps to plan their interactions with healthcare professionals.
Another critical factor for a successful project like this one is organizational buy-in for what could be seen as disruptive technology, as well as changes to the existing processes. This was especially true for this company, as this was its first AI implementation. However, all sides approached this project as a partnership, and the company’s leadership and project team trusted the expertise of Beghou’s team to not only implement the technology but also guide effective change management, which needs to start from project onset.
Some key considerations in this project were:
Continual stakeholder collaboration:
The importance of early collaboration with the med affairs stakeholders for their input and feedback on how the solution will fit into their workflows, the outputs that are provided, and how it can be improved.Human feedback loop:
Incorporating a human feedback loop into the NLP and machine learning processes to reduce the perception of the solution as a “black box.”Early demos and stakeholder excitement:
Early system demonstration in a pilot phase not only for system refinement but also to initiate excitement about its capabilities.With the faster access to real-world insights, the company is able to better tailor its interaction strategies, identify trending topics, understand its customers’ concerns, and refine evidence planning in a rapidly changing environment — ultimately enhancing patient care and treatment outcomes based on inputs from treating physicians.