Transforming Global Survey Management with Custom MyInsight Solution

Executive Summary:

Managing patient volume surveys across multiple countries presents unique challenges in compliance, scalability, and data accuracy. Standard tools often fail to meet these requirements, resulting in inefficiencies and inconsistent reporting. This white paper outlines how a custom MyInsights solution enabled a leading healthcare organization to overcome these obstacles, delivering a dynamic, compliant, and scalable platform for 300+ users across three continents.

Business Challenge:

The client relied on a third-party survey tool to collect patient volume data from Healthcare Organizations (HCOs). As operations expanded to 10+ countries across three continents, the existing solution could not support:

• Dynamic question rendering based on country-specific compliance rules.

• Advanced field-level calculations for accurate data capture.

• Centralized governance for multi-country datasets.

With 300+ users utilizing monthly, need for a robust, scalable, and compliant solution became critical.

Key Challenges:

Veeva standard Survey functionality has limitation as it has:

• The inability to dynamically show or hide questions based on regional compliance rules.

• No support for calculated fields within the survey interface.

• Fragmented data models for managing patient volume datasets across multiple countries.

• Limited control over user experience and validation logic, resulting in inconsistent data capture.

• Complex logic required for grouping questions by country and user profile.

Solution:

A custom MyInsights solution was developed to address these challenges. The solution featured:

• Conditional Logic: Dynamic question rendering based on country-specific compliance approvals.

• Centralized Data Model: All relevant data stored in Salesforce for streamlined reporting.

• Dynamic Display: Questionnaires tailored to the user’s country and profile.

• Field-Level Calculations and Validations: Ensuring accurate and compliant data capture.

• Custom UI: An intuitive, visually interactive interface for improved user experience.

Benefits Delivered:

• Compliance Flexibility: Region-specific logic management ensures adherence to local regulations.

• Improved Data Accuracy: Inline validations and calculations reduce errors.

• Scalable Architecture: Easily onboard new countries or product lines without major redesign.

• Enhanced User Experience: Interactive and intuitive interface improves adoption.

• Centralized Reporting: A single source of truth simplifies analytics and decision-making.

• Administrative Control: Dynamic updates without development effort.

Client Feedback:

The client expressed high satisfaction with the solution, noting that it exceeded expectations and addressed initial skepticism from senior stakeholders. The implementation was recognized as a landmark achievement, pushing the boundaries of MyInsight capabilities and delivering measurable business value.

This project demonstrates how custom MyInsight solutions can transform global survey operations by ensuring compliance, scalability, and data integrity. Organizations facing similar challenges can leverage this approach to streamline multi-country data collection and reporting.