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Creating an Information
Advantage



March 2, 2009


John Sviokla
john.sviokla@diamondconsultants.com
We Co-Evolve with our Tools




  Two Distinctive Things About Humans are our Social Grouping and Co-Evolution with
                            Our Technologies and Methods


 Page 2 | ©2008 Diamond Management & Technology Consultants, Inc.
The Capabilities of our Tools Begin to Mimic the Brain and Pierce
the Skin




  Page 3 | ©2008 Diamond Management & Technology Consultants, Inc.
How Can We Augment Groups to Perform Urgent, Complex Work?

                                           Urgent Complex Work




                                                       Faster Co-
                   Humans                                               Tools
                                                      Evolution is
             • Training                                              • Capability
                                                      the Core of
             • Raw intelligence                                      • Flexibility
                                                      Information
             • Method                                                • Sharing
                                                       Advantage     • Control




 Page 4 | ©2008 Diamond Management & Technology Consultants, Inc.
Running head here – erdana 12, plain

Levels of Knowledge



                                                     • Cross train Call Center employees
Level A: Improve                                     • BMW
                                                     • Diageo




Level B: Create an                                   • Live Ops – quality / access
Improvement Process                                  • Demand Estimator




                                                     • Toyota
Level C: Improve the                                 • USAA
Improvement Process                                  • Blue IQ



 Page 5 | ©2008 Diamond Management & Technology Consultants, Inc.
Running head here – Verdana 12, plain

Level A – Improve: COGS- New Product Introductions


Customer Data Integration and Decision-Making
• Piloted demand-driven replenishment system in
  17 markets
• Launch Success Model forecasting accounted for:
       • effects of price,
       • promotions,
       • seasonality,
       • sales velocity of items,                                      % Brand Share
       • day of week and                                                  0.016


       • delivery constraints                                             0.014



• Pilot improvements scaled to span across the                            0.012



  company’s 1000 Area Sales Managers who will                              0.01



  use the system on a daily basis                                         0.008


                                                                          0.006


                                                                          0.004

Potential Opportunities                                                   0.002



• Develop a flexible technology platform to help                             0
                                                                                  1    2   3   4   5   6     7   8   9   10   11   12   13   14   15

  increase measurement and evaluation                                    -0.002
                                                                                                           Weeks After Launch


• Provide robust analytic and reporting capabilities                 Currently scaling nationally based on
  to improve performance measurement and
                                                                     initial pilots in 17 markets
  decision-making
  Page 6 | ©2008 Diamond Management & Technology Consultants, Inc.
Level B – Improve the Process: True Performance of Agents
                                                                                Top Markets with
Agent-Market Heat Map                                                              No Agents
                                                                                        Market
                                                                        Bad            Competi- Market
                                                                      Agency/            tive   Growth
                                                                        Good    Markets Index    Index
                                                                       Market
                                                                                Xxx, PA    15    110

                                                                                Yyy, NY    90    130

                                                                                Zzz, KS    30    200

                                                                                 Lll, IL   40    148

                                                                      Good      Ppp, MD    35    157
                                                                    Agency/
                                                                      Bad
                                                                     Market




 Page 7 | ©2008 Diamond Management & Technology Consultants, Inc.
Running head here – Verdana 12, plain

Insight: Which agents to focus on for growth?

Chart title (16 Verdana, Lime green)
                 Agent Revenue                                 Performance - Market
                                                           Growth Potential
                                                                                       $150K
 Market Growth Potential (MGP)3 yr




                                     $100K

                                                                           Identify
                                         Train                               best
                                       Agencies                            practices



                                                                        Good Agencies
                                                                        in non-Growth
                                     De-prioritize
                                                                            Markets
                                                                                            $80K
                                     $20K
                                                     Agent Revenue Potential (ARP)

                                     $x      Avg. Premium/agent

 Page 8 | ©2008 Diamond Management & Technology Consultants, Inc.
Running head here – Verdana 12, plain

Level C – Improve the Improvement Process: Redesign
Knowledgework




 Page 9 | ©2008 Diamond Management & Technology Consultants, Inc.
Website Adoption Concept




                                                                                                               Attract
                                                                            Diabetes
                                   Seed Dreams
Universal Content




                                                                       •   Videos
                                                    Incentivize
                                                                       •   Blogs
                                                     • Health Points
                                                                       •   Articles                              Dreams
                                                                       •   FAQ’s
                                  Define Path to                       •   Best Practices
                                  The Dream
                                  • Content


                                                                                                      Social
                                                                                                       N/W
User Generated Content




                                                                             Social
                                                                           Networking
                                  Share Dreams
                                                                                             Engage
                                                                       •   Forums
                                  • Progress                           •   Expert Advice                           Preventative
                                  • Forum                              •   Profile                                  Healthcare
                                  • Links                              •   Friends                                                Educate
                                                   Intermediate        •   Blogs
                                                                       •
                                                     Rewards               Share




                         Page 10 | ©2008 Diamond Management & Technology Consultants, Inc.
Understanding the Market: Social Inclusion


• Over 60% of registered users were active in social media


                                                            Source of   No. of Respondents
                                                            Information
                  Interactive
                                                                          52 patients mentioned online
                    Media                                   Interactive
                                                                          forum and blogs as important
                                                            media
                                                                          sources of information.
                   Traditional
                     Media                                                201 patients mentioned
                                                            Traditional
                                                                          Traditional mass media as source
                                                            Media
                   Doctors &                                              of info for Diabetes
                    Nurses
                                                                          146 patients still trust doctors
                                                            Doctors &
                                                                          and nurses more and would go to
                                                            Nurses
                   Friends &
                                                                          them for any information
                     Family
                                                                          85 patients would reach their
                                                            Friends &
                                                                          family members and friends for
                                                            Family
                                                                          diabetes related info

 Page 11 | ©2008 Diamond Management & Technology Consultants, Inc.
Pilot: What if…you could use technology to manage patient care –
and help them manage their own care?




 Page 12 | ©2008 Diamond Management & Technology Consultants, Inc.
Model: Model includes delays, interdependencies and feedback
loops

    Macro view of model and the four major                           1 Population & Internet
                   sections                                            Adoption
                                                                        • Inflow of diabetes
                                                                          patients

                                                                     2 Diabetes patient
                       4                                               lifecycle
1                                                                       • Lifecycle from
                                                                          undiagnosed, through
                                                                          diagnosis ending in
                                                                          mortality
                       2
                                                                     3 Four management
                                                                       activities
                                                                            Diet
                                                                        •
                                          3
                                                                            Exercise
                                                                        •
                                                                            Self Management
                                                                        •
                                                                            Clinic Management
                                                                        •
    4
                                                                     4 Six major
                                                                       complications
                                                                            Visual complications
                                                                        •
                                                                            Cardiovascular problems
                                                                        •
                                                                            Amputations
                                                                        •
                                                                            Neuropathy (Nerve)
                                                                        •
NOTE: Variables from Gauteng, South Africa and American                     Nephropathy (Kidneys)
                                                                        •
diabetic sources combined with prototype-specific findings
 Page 13 | ©2008 Diamond Management & Technology Consultants, Inc.
Education is a vital component




 Page 14 | ©2008 Diamond Management & Technology Consultants, Inc.
Analyze: Technology Adoption

• Patients adopt the Internet as a means of education and information
  gathering



                                                                      High usage of all three
                                                                      technologies

                                                                      Moderate users of all
                                                                      three technologies
                                                                      Intervention users who
                                                                      didn’t use Glucometer
                                                                      but used internet and
                                                                      mobile device

                                                                      Control group who used
                                                                      Glucometer and mobile
                                                                      device effectively

Patients’ response to Internet, Mobile, Medical Device
  Page 15 | ©2008 Diamond Management & Technology Consultants, Inc.
Analyze: Mobile devices increase hospital appointment
compliance

         • Snapshot Appointment Compliance Data for July and August




 Page 16 | ©2008 Diamond Management & Technology Consultants, Inc.
Overview of Costs and Potential Benefits

• This prototype illustrates the economic benefit per capita from just one
  service. The ~$90/citizen cost of adoption could be spread over
  multiple services to maximize the benefit.


   ~$230/citizen of                            ~$90/citizen to
   realized benefit                            deliver and have
                                              services executed




                                      -                              =
                                                                          ~$140/citizen
                                                                           for just one
                                                                         critical service*



    *It is highly likely that one citizen will realize benefit from multiple
     services


 Page 17 | ©2008 Diamond Management & Technology Consultants, Inc.
Five Habits of Thoroughly Mediocre Organizations


  • Low Situational Awareness

  • Poor Skills

  • Wrong Values

  • No Authority to Improve

  • Lack of Systemic Thinking




 Page 18 | ©2008 Diamond Management & Technology Consultants, Inc.
Levels of Knowledge




                                       Level A: Improve




                                       Level B: Create an
                                       Improvement Process




                                       Level C: Improve the
                                       Improvement Process



 Page 19 | ©2008 Diamond Management & Technology Consultants, Inc.
The Key Ingredients…


• The Role: Leader as learner…

• The Story: We have so much to discover…

• The Skills: A scientific mindset and willingness to learn…

• The Tone: Humble hearts, with great aspirations…

• The Work: Leading by example, teaching everyday…




 Page 20 | ©2008 Diamond Management & Technology Consultants, Inc.

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John Sviokla - Creating an Information Advantage

  • 1. Creating an Information Advantage March 2, 2009 John Sviokla john.sviokla@diamondconsultants.com
  • 2. We Co-Evolve with our Tools Two Distinctive Things About Humans are our Social Grouping and Co-Evolution with Our Technologies and Methods Page 2 | ©2008 Diamond Management & Technology Consultants, Inc.
  • 3. The Capabilities of our Tools Begin to Mimic the Brain and Pierce the Skin Page 3 | ©2008 Diamond Management & Technology Consultants, Inc.
  • 4. How Can We Augment Groups to Perform Urgent, Complex Work? Urgent Complex Work Faster Co- Humans Tools Evolution is • Training • Capability the Core of • Raw intelligence • Flexibility Information • Method • Sharing Advantage • Control Page 4 | ©2008 Diamond Management & Technology Consultants, Inc.
  • 5. Running head here – erdana 12, plain Levels of Knowledge • Cross train Call Center employees Level A: Improve • BMW • Diageo Level B: Create an • Live Ops – quality / access Improvement Process • Demand Estimator • Toyota Level C: Improve the • USAA Improvement Process • Blue IQ Page 5 | ©2008 Diamond Management & Technology Consultants, Inc.
  • 6. Running head here – Verdana 12, plain Level A – Improve: COGS- New Product Introductions Customer Data Integration and Decision-Making • Piloted demand-driven replenishment system in 17 markets • Launch Success Model forecasting accounted for: • effects of price, • promotions, • seasonality, • sales velocity of items, % Brand Share • day of week and 0.016 • delivery constraints 0.014 • Pilot improvements scaled to span across the 0.012 company’s 1000 Area Sales Managers who will 0.01 use the system on a daily basis 0.008 0.006 0.004 Potential Opportunities 0.002 • Develop a flexible technology platform to help 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 increase measurement and evaluation -0.002 Weeks After Launch • Provide robust analytic and reporting capabilities Currently scaling nationally based on to improve performance measurement and initial pilots in 17 markets decision-making Page 6 | ©2008 Diamond Management & Technology Consultants, Inc.
  • 7. Level B – Improve the Process: True Performance of Agents Top Markets with Agent-Market Heat Map No Agents Market Bad Competi- Market Agency/ tive Growth Good Markets Index Index Market Xxx, PA 15 110 Yyy, NY 90 130 Zzz, KS 30 200 Lll, IL 40 148 Good Ppp, MD 35 157 Agency/ Bad Market Page 7 | ©2008 Diamond Management & Technology Consultants, Inc.
  • 8. Running head here – Verdana 12, plain Insight: Which agents to focus on for growth? Chart title (16 Verdana, Lime green) Agent Revenue Performance - Market Growth Potential $150K Market Growth Potential (MGP)3 yr $100K Identify Train best Agencies practices Good Agencies in non-Growth De-prioritize Markets $80K $20K Agent Revenue Potential (ARP) $x Avg. Premium/agent Page 8 | ©2008 Diamond Management & Technology Consultants, Inc.
  • 9. Running head here – Verdana 12, plain Level C – Improve the Improvement Process: Redesign Knowledgework Page 9 | ©2008 Diamond Management & Technology Consultants, Inc.
  • 10. Website Adoption Concept Attract Diabetes Seed Dreams Universal Content • Videos Incentivize • Blogs • Health Points • Articles Dreams • FAQ’s Define Path to • Best Practices The Dream • Content Social N/W User Generated Content Social Networking Share Dreams Engage • Forums • Progress • Expert Advice Preventative • Forum • Profile Healthcare • Links • Friends Educate Intermediate • Blogs • Rewards Share Page 10 | ©2008 Diamond Management & Technology Consultants, Inc.
  • 11. Understanding the Market: Social Inclusion • Over 60% of registered users were active in social media Source of No. of Respondents Information Interactive 52 patients mentioned online Media Interactive forum and blogs as important media sources of information. Traditional Media 201 patients mentioned Traditional Traditional mass media as source Media Doctors & of info for Diabetes Nurses 146 patients still trust doctors Doctors & and nurses more and would go to Nurses Friends & them for any information Family 85 patients would reach their Friends & family members and friends for Family diabetes related info Page 11 | ©2008 Diamond Management & Technology Consultants, Inc.
  • 12. Pilot: What if…you could use technology to manage patient care – and help them manage their own care? Page 12 | ©2008 Diamond Management & Technology Consultants, Inc.
  • 13. Model: Model includes delays, interdependencies and feedback loops Macro view of model and the four major 1 Population & Internet sections Adoption • Inflow of diabetes patients 2 Diabetes patient 4 lifecycle 1 • Lifecycle from undiagnosed, through diagnosis ending in mortality 2 3 Four management activities Diet • 3 Exercise • Self Management • Clinic Management • 4 4 Six major complications Visual complications • Cardiovascular problems • Amputations • Neuropathy (Nerve) • NOTE: Variables from Gauteng, South Africa and American Nephropathy (Kidneys) • diabetic sources combined with prototype-specific findings Page 13 | ©2008 Diamond Management & Technology Consultants, Inc.
  • 14. Education is a vital component Page 14 | ©2008 Diamond Management & Technology Consultants, Inc.
  • 15. Analyze: Technology Adoption • Patients adopt the Internet as a means of education and information gathering High usage of all three technologies Moderate users of all three technologies Intervention users who didn’t use Glucometer but used internet and mobile device Control group who used Glucometer and mobile device effectively Patients’ response to Internet, Mobile, Medical Device Page 15 | ©2008 Diamond Management & Technology Consultants, Inc.
  • 16. Analyze: Mobile devices increase hospital appointment compliance • Snapshot Appointment Compliance Data for July and August Page 16 | ©2008 Diamond Management & Technology Consultants, Inc.
  • 17. Overview of Costs and Potential Benefits • This prototype illustrates the economic benefit per capita from just one service. The ~$90/citizen cost of adoption could be spread over multiple services to maximize the benefit. ~$230/citizen of ~$90/citizen to realized benefit deliver and have services executed - = ~$140/citizen for just one critical service* *It is highly likely that one citizen will realize benefit from multiple services Page 17 | ©2008 Diamond Management & Technology Consultants, Inc.
  • 18. Five Habits of Thoroughly Mediocre Organizations • Low Situational Awareness • Poor Skills • Wrong Values • No Authority to Improve • Lack of Systemic Thinking Page 18 | ©2008 Diamond Management & Technology Consultants, Inc.
  • 19. Levels of Knowledge Level A: Improve Level B: Create an Improvement Process Level C: Improve the Improvement Process Page 19 | ©2008 Diamond Management & Technology Consultants, Inc.
  • 20. The Key Ingredients… • The Role: Leader as learner… • The Story: We have so much to discover… • The Skills: A scientific mindset and willingness to learn… • The Tone: Humble hearts, with great aspirations… • The Work: Leading by example, teaching everyday… Page 20 | ©2008 Diamond Management & Technology Consultants, Inc.