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MedSurvey focuses on building strong, long-term relationships with each client, becoming a reliable research partner and an extension of their team.  We are experienced, transparent, and will turn over every rock to get the job done.  
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Having been around for over 40 years, we have come to understand one simple and yet often overlooked principle in our industry -- every respondent matters.  Rather than treating respondents like inventory, we relentlessly focus on building relationships with healthcare professionals, both within our panel that spans over 40 different therapeutic areas and beyond.  Maximizing the addressable universe for any research project is critical.  Panels are often too limiting, because many people are willing to complete a survey and will not commit to joining a panel.  We are fully transparent with our clients and provide them with a strategy as to how their project is going to get done.
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Several groundbreaking techniques have been pioneered at MedSurvey to ensure data integrity and project success.  This includes working with client supplied target lists that identify individuals and/or medical facilities.  

MedSurvey

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Our HCP panel includes over 40 therapeutic areas. MedSurvey is a reliable research partner and serves as an extension of our clients’ teams.

<p><i><strong>Editor&#8217;s Note:</strong> Specialty b2b research is always a challenge.  If you’re interested in interviewing CFO’s at Fortune 50 companies, well, there are only 50 of them.  It’s going to be tough to get more than a few to agree to be interviewed, so every one is precious.  Physician research is especially difficult in this regard.  While at first blush, client lists may seem like a godsend, the reality is far more complicated, as Gennadiy Geyler describes.  He provides much useful advice on how to handle such lists in order to assure quality and avoid disappointment.  </i></p>
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<p>As medical market researchers, we are tasked with providing crucial data to pharmaceutical companies. They are counting on us to deliver accurate research results that will have a critical impact on future business and marketing decisions, trickling all the way down to how medications are prescribed and patients are treated.</p>
<p>Yet many medical market research companies tend to overlook one simple issue, resulting in erroneous data that can lead to costly, even multi-million-dollar mistakes.</p>
<h3>The Challenge</h3>
<p>Over half of our research projects are built using target lists provided by our clients. But as a general rule, when we receive a list, no one has yet taken a thorough look at it to confirm its quality. As a result, client lists are often riddled with errors. My team and I have found that many lists contain thousands of duplicates, physicians identified as the wrong specialty, or even office workers misidentified as physicians, to name just a few issues.</p>
<p>In many cases, a client list that looks as if it can yield 100 completes will, in fact, yield only 70—or fewer. While one frequently offered a solution is to obtain the remaining 30+ completes from a panel, often the panel is not representative of the audience our client wishes to target. Without putting in the extra work to effectively compare the two sets of data, we end up with results that misrepresent the facts.</p>
<p>The key to avoiding major errors? Never assume from the get-go that the client list you’ve been provided is accurate. As researchers, it is our responsibility to ensure that our client list will allow us to reach our target audience and fill our quotas. If we start with a faulty list, we will inevitably end up with faulty data. You cannot build a quality research project on a foundation of sand.</p>
<h3>The Solution</h3>
<p>Fortunately, identifying problems with a client list doesn’t have to be an arduous process. We’ve adopted a quality-assurance process as a matter of routine, and we highly recommend that all medical market researchers take the same measures.</p>
<p>Without giving away our secret recipe, here are some simple steps you can take to identify any issues—before the project goes to field and panic alarms start going off.</p>
<p><strong>Step 1:</strong> De-dupe, de-dupe, de-dupe. About one in three client lists will contain duplicates—and a lot of them. There are more than enough cases where out of a list of 10,000 physicians, 3,000 will be duplicates. Just the other day, we received two lists from a client who wanted to target both lists; but on closer inspection, we found that there was 98% overlap between the two lists. Fortunately, identifying duplicates in a client list is often as simple as running a five-minute process in Excel. Ideally, we want to look for a unique identifier, such as an IMS ID or NPI number. In other cases, a simple sort by first name, last name, and specialty can be revealing.</p>
<p><strong>Step 2:</strong> Check to ensure that we can fill the quotas our clients are requesting. For example, if a client needs 30 completes within a certain segment of a list—say, endocrinologists—in order to run an accurate statistical analysis, we need to be sure that we have enough endocrinologists to meet that quota. Based on my 15 years of experience, I’ve found that a good rule of thumb is that for every 100 people on a list, you’ll get about three completes. If you’re getting more than that, there may well be a problem.</p>
<p>One effective strategy is to take the NPI numbers of physicians and compare the specialty on the client list with that on the publicly available government CMS database. You might be surprised to find that some physicians—say, internists—have identified themselves as another specialty. If our client is targeting high-prescribers of a drug, we need to focus on specialists who prescribe the drug on a regular basis and remove internists from our list.</p>
<p><strong>Step 3:</strong> Confirm that there are no missing data fields needed for the study, such as first name, last name, or address.</p>
<p>A Note On Sales Detail Lists: The above steps are especially important when working with lists put together by a sales team—and this applies to market research across the board. Sales representatives want to be in front of people, not entering data into spreadsheets. Despite their best intentions, they often put together lists that need to be cleaned up a great deal. Errors may be as simple as misspellings or empty fields, but often include quite a few erroneous titles for people our client does not want to target. In many cases, a sales representative may have spoken not to the prescribing physician, but to a finance person or office manager. It is not uncommon to find that seven out of ten targeted physicians have not personally spoken to a sales representative at all.</p>
<h3>We’ve Found Problems with Our Client List—Now What?</h3>
<p>If you’ve found significant problems with a client list, don’t be afraid to tackle the issue. Instead, use it as a positive. This is an opportunity to help our clients, not to hinder them. We’ve found that our clients are often grateful for our integrity and transparency, and we can work together productively to find solutions that will get them the accurate information they’re seeking.</p>
<p>Several years ago, a new client came to us with a longitudinal research project they had been conducting over a period of many years. As part of our due diligence, we ran the names on their target list against the government CMS database and quickly discovered that almost none of the names on the list were healthcare professionals. Stunningly, the list our client had been working with for years was about 98% inaccurate. Although the client was located several hundred miles away, I immediately hopped on a plane to meet with them. I explained that the completes they had been getting for years had been erroneous and proposed a detailed strategy to help them achieve their goals moving forward. While we certainly didn’t want to be the bearer of bad news, in the end our client was so grateful for our honesty and dedication, they not only reimbursed us for the flight but put extra money into the project. Everyone ended up looking good, further costly errors were averted, and we’ve been managing the project for them ever since.</p>
<p>It’s not always easy to tell a client that obtaining accurate research results may be more costly or challenging than expected—but it’s certainly our obligation. In the end, the small cost of gaining more robust results is a drop in the bucket compared to the millions of dollars lost when business decisions are made based on flawed data.</p>
<p>Ultimately, our job is not simply to deliver completes. Our job is to empower companies to make decisions with confidence—and to do so, we need to inform them about pitfalls today and potential challenges down the road, as well as to offer creative and effective solutions.</p>


A Foundation Built on Sand – Prevent Client Lists from Sabotaging Your Project

<h2>PIVOT!</h2>
<p>If you remember the 90’s, you probably remember the Friends episode where Rachel and Chandler help Ross carry a couch up a turning staircase. (If you don’t, go <a title="Friends | Ross' New Couch Pivot FULL SCENE" href="https://youtu.be/L_PWbnHABsM?t=48" target="_blank" rel="noopener">watch it on YouTube</a>. It’s worth it.)</p>
<p>The three sitcom friends struggle to navigate an oversized sofa around the staircase landings toward his upstairs apartment with Ross navigating. His directions quickly turn to panic as he shouts “Pivot! Pivot! PIVOT!” as the thing gets irretrievably stuck.</p>
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<div id="attachment_27820" style="width: 610px" class="wp-caption aligncenter"><img aria-describedby="caption-attachment-27820" decoding="async" class="wp-image-27820" src="https://greenbook.org/mr/wp-content/uploads/2021/05/imagecredit-NBC-e1620941932346.jpg" alt="A still of Ross from Friends trying to direct a couch up the stairs." width="600" height="400"   /><p id="caption-attachment-27820" class="wp-caption-text">Image credit: NBC</p></div>
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<p>While it’s good for a laugh on TV, having to pivot when you need to make a change with a market research study is not funny. It can push fielding dates, frustrate clients and impact final deliverable timelines.</p>
<p>Still, “pivoting” is a term you may hear a lot in the market research process. It’s true that sometimes projects need to take sharp turns to get back on track, but that doesn’t always have to be the case.</p>
<p>That’s because the secret weapon for combatting the dreaded Pivot is a great project team, equipt with someone who continually scans the project horizon for trouble spots and communicates about them early and often.</p>
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<h2>Ingredients for success</h2>
<p>Over the years as I’ve worked with many prospects as they have become clients, I’ve noticed a number of qualities that are critical to a project&#8217;s success.</p>
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<h3>Experience matters</h3>
<p>Successful project managers have the talent of looking ahead because they have a lot of experience to look back on. They have seen how projects can go off the rails — and they know how to make smaller changes now that avoid future problems. Sometimes it’s as simple as knowing when to on-board partners or as complicated as working through</p>
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<h3>Plan from before the start</h3>
<p>Before the project is even awarded, it’s critical that a plan is in place and everyone starts out on the same page. Successful projects start out with internal strategy meetings to determine how to best meet the client’s goals, and implement the plan. That way, critical turning points in the process are identified early and strategic solutions can be planned in advance.</p>

        <div class="post-related-post">
            <h3>Related</h3>
            <h4><a href="https://www.greenbook.org/insights/insights-industry-news/how-to-define-deliverables">How to Define Deliverables</a></h4>
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<h3>Continual communication</h3>
<p>Effective project managers know just the right recipe for communicating well with their clients. Regular updates — daily — equip the client with the information they need. You never want the client to have to track down the PM for an update, good or bad. A project manager who facilitates difficult conversations as skillfully as they do good news can help keep clients informed and avoid the problem of running out of time to resolve the issues.</p>
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<h3>The right match</h3>
<p>While regular communication is important the right kind of communication is critical. Pairing clients with a Project Manager that will communicate in the way they receive information takes a project from successful to outstanding.</p>
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<h3>Critical thinking</h3>
<p>On-the-ball project managers carefully watch every aspect of the process to see what is happening as well as what might happen. Then, they are proactive in heading off problems and don’t run from challenging conversations.</p>
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<h3>Attention to detail</h3>
<p>Clients should get a level of detail that’s informative and actionable, instead of just an information dump presented without a solution. The message is “Here’s what we’re seeing and here are some suggestions for dealing it.” Also, to shorten the path to a solution, an effective project manager knows when a phone call is better than an email exchange.</p>
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<h3>Set expectations</h3>
<p>While it’s the responsibility of the sales team to set the right expectations from the beginning, it’s the PM’s role is to manage those expectations, tying everything together with great communications and practical solutions.</p>
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<h3>Feedback</h3>
<p>The PM continually has their fingers on the pulse of the project. But, after the first project is completed, an internal retrospective with the team is only the start. The next step is to find out from the clients what worked well — or didn’t — from their perspective, as well as what would work better for them in the future.</p>
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<h3>Level up when needed</h3>
<p>It’s a team effort and sometimes bringing in other team members can help move things forward. The Director of Client Services is another valuable resource for clients &#8211; a behind-the-scenes supervisor who oversees all projects and is available to jump in when additional support is needed.</p>
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<h3>Make micro-adjustments</h3>
<p>By developing big picture strategies from the start, project managers have a high-level view of the whole process. But, sometimes things change. Sometimes it’s a small change and other times, it may require a complete pivot… or maybe it doesn’t have to. That’s why a great PM leads a reassessment. They’ll work internally with the team to troubleshoot the issues to get the project back on track. With forethought and frequent monitoring, it’s not a crisis just because a change is requested.</p>
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<h3>Making sure you look good</h3>
<p>At the end of the day, the project manager works with the entire project team to make the client’s life easier and make them look as good as possible to their clients. The PM’s role is critical for putting clients in the best light possible and developing a long-term business relationship.</p>
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<p>In short, an experienced, watchful, and communicative project manager is a key part of the team and makes the entire process much smoother. That way, clients don’t need to worry about their project getting stuck in field like poor Ross and his sofa. He really had such high hopes when he even drew that sketch to plan everything just right for that new couch. Too bad he didn’t look far enough ahead so he didn’t have to pivot.</p>
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<p><em>Photo by <a href="https://unsplash.com/@firdoussross?utm_source=unsplash&amp;utm_medium=referral&amp;utm_content=creditCopyText">Firdouss Ross</a> on <a href="https://unsplash.com/?utm_source=unsplash&amp;utm_medium=referral&amp;utm_content=creditCopyText">Unsplash</a> </em></p>


The key qualities needed in a project manager for market research project success.

Avoiding the “Pivot” and Other Project Manager Secrets Revealed

Our HCP panel includes over 40 therapeutic areas. MedSurvey is a reliable
research partner and serves as an extension of our clients’ teams. Southampton, Pennsylvania, United States of America.