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M. D. Anderson Case Study:
Creating a Hospital Website that
                    Drives Value
                   September 16th, 2009
© Copyright 2009




Agenda & Introductions
• M. D. Anderson Case Study in 3 Parts
    • Creating an effective web strategy and executive facilitiation
    • User-centered approach to web design
    • Challenges and lessons learned
• Does your current website serve your users and drive organizational
  goals?




                                                                               2
© Copyright 2009




M. D. Anderson Cancer Center
• Leading academic medical center, located in Houston, Texas
• Ranked #1 for cancer care by U.S. News & World Report
• Treated 89,000 patients in 2008, including over 29,000 new patients
• Nearly 13,000 patients in clinical trials
• First in number of grants awarded and total grant funding from National
  Cancer Institute
• 6,000 students and trainees during 2008
• 17,000 employees (including 1,500 faculty) and 1,400 volunteers




                                                                            3
© Copyright 2009




Tower Strategies
Tower Strategies
• National healthcare consulting firm
• Focused on improving clinical and business processes through
  comprehensive web strategies
• Assist organizations in shifting from an internal view to a customer
  perspective and drives business transactions
• Consultants are clinicians, operating executives and marketers
• Technology and vendor agnostic
• Seek to leverage an organization's existing investments




                                                                            4
© Copyright 2009




NavigationArts
Navigation Arts
• Full-service web consultancy providing expert advisory, design, and
  development services
• Leaders in user experience design
• Create experiences that are simple, satisfying, compelling and
  memorable while achieving business goals
• Service areas include:
 Web Strategy                    Usability Testing
 User Research                   Content Strategy
 Information Architecture        Content Management System Implementation
  Visual Design and Branding     Web and Application Development




                                                                             5
© Copyright 2009




Evolution of the Web in in Healthcare
Evolution of the Web Healthcare
                                            Remote Disease and
                                           Wellness Management     Innovate


                            Interaction, Collaboration
                               and Personalization          Lead


          Self-Service Transactions,
              Dynamic Content                   Leverage


Static, Published Content
                                Participate




                                                                                      6
© Copyright 2009




Changingthe Face ofof Business
Changing the Face Business
• Healthcare websites have historically been designed “inside-out”
• Few dispute the need to change the focus to the external customer
• What do customers want?
    • Personalization
    • Self-service
    • Interaction
• What does the organization want?
    • Reduction in operating costs
    • Technology integrated into existing processes
    • Educated, prepared patients




                                                                              7
Example Transactions
                                             Purchase, Donate



                                                    e-
                                                 Commerce
                                                                                                Family/Friend
     Cancer Patient




                                                                                                   Referring MD Staff
Referring MD                Patient
                          Education                                 Clinical Trials
         Watch, Rate   Videos, Materials                                              Search, Be Alerted




                                                  News/
   Caregiver                                     Research
                                                                                                Worried Well



                                           Read, Rate and Discuss                                               8
© Copyright 2009




New Web Governance
New Web Governance
            Enterprise Internet Strategy Steering Team
                    Role: Prioritization, funding and executive oversight




                                DOMAIN TEAMS
     ROLE: IDENTIFYING AND RESPONDING TO PROJECT REQUESTS, PROJECT COORDINATION




                                                                                          9
© Copyright 2009




Prioritizing
Prioritizing




                     10
© Copyright 2009

Changing to an Enterprise
Changing to an Enterprise Governance
Governance Model for the Web
Model for the Web
• Historically departments submitted requests to the web department on
  an as-needed basis
• The web team integrated content, technology, business process to
  create a customer service
• Without an overall strategy – the requests would overflow the web work
  queue and the site would continue to evolve unevenly
• By determining feature requirements by customer, an overall 3-5 year
  plan was developed based on organizational priorities
• The plan priorities were recommended by each of the domain teams and
  approved by the enterprise governance teams




                                                                      11
© Copyright 2009

Information Services:
Information Services:
Moving from What to How
Movin from What to How




                                12
© Copyright 2009

Changing Project Activities
Tower’s   to an Enterprise Governance
Model for the Web
• Conducted interviews with executive      • Recommended and facilitated a
  sponsors and business owners to            sustainable, objective governance
  identify business drivers and              structure
  opportunities to enhance processes
                                           • Ascertained low-hanging fruit to
  via the Web
                                             create early momentum
• Identified 12 customer types
                                           • Provided project management and
• Documented 202 project ideas               lead support for quick-wins
• Determined key trends between web        • Created a multi-disciplinary team to
  project requests and identified 7 core     manage branding oversight and
  requests                                   standards for the web
• Analyzed existing development and        • Conducted a gap analysis
  support skill-sets and staffing model
                                           • Developed a 3-5 year web strategic
                                             plan that included transition plan from
                                             the current state


                                                                                       13
© Copyright 2009

A Successful Web Experience Balances
  Successful Web Experience Balances
User Needs with Business Goals
User Needs with Business Goals
NavigationArts conducted an in depth analysis of M. D. Anderson’s
environment by conducting the following activities:

    Interview Stakeholders             Evaluate User Needs
   •   HelpDesk                       • One-on-One Patient Interviews
   •   Patient Services                 - Learning Center
   •   Care Centers                     - Hospitality Center
   •   Patient Education              • Family Advisory Council
   •   Volunteer Services             • New Patient Orientation
   •   Physician Services             • Analyzed User Data from Logs
   •   Researchers, Scientists        • Web Survey of Current Users
   •   Development                    • Referring Physician Survey
   •   Trainee and Alumni Affairs     • Conducted User Testing
   •   Graduate School
   •   School of Health Sciences




                                                                              14
© Copyright 2009



Research Using a Multi-pronged
Research Using a Multi-pronged Approach
Approach
It’s important to understand more than just what users tell you about
using the web:
• It’s essential to understand the processes
  they must go through, the problems they
  may encounter or fear they will, the concerns   Needs
  they have in order to make decisions.
• It’s also important to understand the
                                                  Goals
  way they actually behave, and the
  information they really seek out.
                                                  Task s
•   Usage patterns        •   Audience types      Behaviors
•
•
    Popular content
    Referring Web sites
                          •   Web-based Tasks     Attitudes
                          •   State of Mind
•   Referring terms       •   Satisfaction        Context
•   Countries of origin   •   Understanding


                                                                          15
© Copyright 2009



Determining Priorities in Wide Audience
Determining Priorities in Wide Audience Bas
Base
NavigationArts concluded that the typical Web site visitor falls onto the
following categories of need which defined priority among users:
Critical                                      Essential                                      Operational
Audiences that have a critical or time        Groups who are essential to the                M. D. Anderson has a working
sensitive need for information who are also   organization in terms of awareness and         relationship with these audiences and
critical to the organization in terms of      access. For them, the Web site represents      wants to provide targeted content for
acquisition and patient care. For them, the   information and functionality they need to     them. These groups may visit the site
Web is likely to be the front door to the     better understand and interact with M. D.      less frequently or have an indirect need
organization and must prioritize content      Anderson. The Web site must provide            for information and services.
and tasks that meet their needs.              intuitive pathways for these audiences while
                                              not confusing critical audiences.
•   Potential Patients                        •   Volunteers                                 •    Media
•   New Patients                              •   Donors                                     •    Current Employees
•   Current Patients                          •   Survivors                                  •    Retirees
•   Primary Caregivers                        •   Extended Family and Friends                •    Dependents
•   Referring Physicians and their Staff      •   Potential Employees                        •    Alumni
                                              •   Students                                   •    Suppliers/Vendors
                                              •   Trainees                                   •    Partners/Affiliates
                                              •   External Health Professionals (Faculty,    •    Community Educators
                                                  Nurses, Allied Health Professionals,       •    International Embassies and
                                                  Mid-level Providers, Researchers,               Governments
                                                  Scientists)
                                              •   Public


                                                                                                                                    16
© Copyright 2009




Understanding Audiences’ Mental Models
Understanding Audiences’ Mental Models
These models define the differences in the way users think about and
go about looking for information:

   Hospital and Treatment   Educational and Research   Physical Campus and
            Center                  Institution           Place to Work




                                                                                   17
© Copyright 2009




What Did the Research Tell Us?
     did The Research Tell Us?
We needed to take the emphasis off of the organizational structure and reduce
the focus on promotional activities, and focus on creating a user-centric
experience and facilitate actions users will want to engage in.
• Align content to the user’s mental model of M. D. Anderson. Acknowledge the unique
  needs of different audiences and provide experiences that address each.
• Provide contextual cross-linking, topic focused searches, index lists, and expose critical
  content throughout the site to facilitate the different ways users go about looking for
  information.
• Recognize that the majority of users do
  not come through the homepage;                    An Effective Site Structure:
  ensure that all pages have appropriate            •   Has a coherent underlying concept
  context and avoid dead-ends.                      •   Anticipates users’ questions
                                                    •   Balances breadth and depth
• Design an experience on the Web that
                                                    •   Provides more than one way to
  demonstrates the excellence and expertise
                                                        get to content
  of the organization while raising awareness
  and facilitating access.

                                                                                            18
© Copyright 2009

ProvidingContext through Peripheral
Providing Context through
Peripheral Vision
Vision
Each of the primary user groups have some
unique information needs and some needs
that overlap with other groups.

(1)
Build brand
perception through
an understanding of
the breadth of the
organization.

(2)
Answer user needs
through the depth
and relevance of
information.


                                                  19
© Copyright 2009




The Answer?
The Answer?
Create equal paths for patients and professionals with a focus on
patients and their families through contextual tools and exposed
access to critical in-depth information…




                                                                          20
Access to Business or
General Information
Primary User
Focused
Navigation

Key Tasks Drive Action
– Meets Prioritized
Goals of Business and
Users

Paired with Real Stories




Direct Access to
Deeper more
Contextually
Relevant Information




                   21
© Copyright 2009




Challenges
Challenges
• Very large site to be migrated/updated
    • Old site: about 10,000 pages
    • New site: about 4,500 pages
    • Vast content: text, images, multi-media, links, etc.
• Old department-centric Information Architecture
    • Didn’t start out as such years ago, but evolved that way
    • Natural “undertow” from the organization
    • Natural mental model for staff, but rarely helpful to site visitors
• Simultaneous web content management system (WCMS)
  upgrade/development
    • Necessary: old WCMS could not support new concepts
    • Added complexity & difficulty to execution within project timeframe

                                                                         22
© Copyright 2009




Challenges
Challenges
• Staff turnover during project
    • Represents a step backward as team learns new concepts
    • Recession = constraints on filling vacancies and use of contractors
• Multiple vendor relationships
    • Worked with four agencies at different points
    • Complementary roles and expertise
    • Used web-based collaboration tools, frequent conference calls,
      selected face-to-face meetings
• Impact of new URLs on search engine rankings
    • New Information Architecture = 99.9% new URLs
    • Predictable short-term fall in search engine rankings
    • Manageable with mitigation strategy

                                                                         23
© Copyright 2009




LessonsLearned
Lessons Learned
• Buy-in and support from top management and governance structure
  crucial to overcome local resistance to change
    • Alignment is vital anyway if this is a business strategy
    • Difficult to convince some staff that departmental IA isn’t best
    • Leverage when “special interests” argue against the greater good
• Build alliances with other key departments
    • Can’t do it alone
    • Projects are discussed & debated outside of one department’s range
      of vision, so need friends and allies
• Use of contractors can free up staff to work on the “new”
    • Pro: builds buy-in by current staff & deeper/faster hands-on
      experience
    • Con: time to ramp contractors up & make them effective; adds cost
                                                                      24
© Copyright 2009




LessonsLearned
Lessons Learned
• Tight project tracking, including daily status checks on key deliverables
     • Projects have many moving parts
     • Needs formal project management PLUS informal approaches
     • Nagging helps
• Maintain flexibility/adaptability during life of the project – things will NOT
  go according to original plan
     • Many surprises along the way – lots of “unknown unknowns”
     • Content isn’t always what you think it is
     • Technology helps & hinders
     • Flexibility can also be stressful to project team




                                                                              25
© Copyright 2009




Results & Next Steps
Lessons Learned
• New site launched in May 2009
• Post-launch:
    • Site visits from search engines did drop 28% in month following
    • Site visits from search engines recovered and now up 12% versus
      pre-launch
    • Total search engine rankings up
    • Patient self-referrals up 14% versus same months in 2008
• Next Steps
    • Proposed next phase to senior leadership
    • Got approval for analysis & planning during FY2010
    • Goals: “portal” capabilities; personalization/customization; better
      targeted marketing; new improvements in customer service

                                                                         26
© Copyright 2009




Questions?
Questions?
Alan Powell
Director of Internet Services
M.D. Anderson Cancer Center

Sue Sutton, RN, PhD
President and CEO
Tower Strategies
877-309-0400

Denise Lodge
Senior Consultant
NavigationArts
703-584-8920




                                      27

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M. D. Anderson Case Study: Driving Value with a User-Centered Website

  • 1. M. D. Anderson Case Study: Creating a Hospital Website that Drives Value September 16th, 2009
  • 2. © Copyright 2009 Agenda & Introductions • M. D. Anderson Case Study in 3 Parts • Creating an effective web strategy and executive facilitiation • User-centered approach to web design • Challenges and lessons learned • Does your current website serve your users and drive organizational goals? 2
  • 3. © Copyright 2009 M. D. Anderson Cancer Center • Leading academic medical center, located in Houston, Texas • Ranked #1 for cancer care by U.S. News & World Report • Treated 89,000 patients in 2008, including over 29,000 new patients • Nearly 13,000 patients in clinical trials • First in number of grants awarded and total grant funding from National Cancer Institute • 6,000 students and trainees during 2008 • 17,000 employees (including 1,500 faculty) and 1,400 volunteers 3
  • 4. © Copyright 2009 Tower Strategies Tower Strategies • National healthcare consulting firm • Focused on improving clinical and business processes through comprehensive web strategies • Assist organizations in shifting from an internal view to a customer perspective and drives business transactions • Consultants are clinicians, operating executives and marketers • Technology and vendor agnostic • Seek to leverage an organization's existing investments 4
  • 5. © Copyright 2009 NavigationArts Navigation Arts • Full-service web consultancy providing expert advisory, design, and development services • Leaders in user experience design • Create experiences that are simple, satisfying, compelling and memorable while achieving business goals • Service areas include: Web Strategy Usability Testing User Research Content Strategy Information Architecture Content Management System Implementation Visual Design and Branding Web and Application Development 5
  • 6. © Copyright 2009 Evolution of the Web in in Healthcare Evolution of the Web Healthcare Remote Disease and Wellness Management Innovate Interaction, Collaboration and Personalization Lead Self-Service Transactions, Dynamic Content Leverage Static, Published Content Participate 6
  • 7. © Copyright 2009 Changingthe Face ofof Business Changing the Face Business • Healthcare websites have historically been designed “inside-out” • Few dispute the need to change the focus to the external customer • What do customers want? • Personalization • Self-service • Interaction • What does the organization want? • Reduction in operating costs • Technology integrated into existing processes • Educated, prepared patients 7
  • 8. Example Transactions Purchase, Donate e- Commerce Family/Friend Cancer Patient Referring MD Staff Referring MD Patient Education Clinical Trials Watch, Rate Videos, Materials Search, Be Alerted News/ Caregiver Research Worried Well Read, Rate and Discuss 8
  • 9. © Copyright 2009 New Web Governance New Web Governance Enterprise Internet Strategy Steering Team Role: Prioritization, funding and executive oversight DOMAIN TEAMS ROLE: IDENTIFYING AND RESPONDING TO PROJECT REQUESTS, PROJECT COORDINATION 9
  • 11. © Copyright 2009 Changing to an Enterprise Changing to an Enterprise Governance Governance Model for the Web Model for the Web • Historically departments submitted requests to the web department on an as-needed basis • The web team integrated content, technology, business process to create a customer service • Without an overall strategy – the requests would overflow the web work queue and the site would continue to evolve unevenly • By determining feature requirements by customer, an overall 3-5 year plan was developed based on organizational priorities • The plan priorities were recommended by each of the domain teams and approved by the enterprise governance teams 11
  • 12. © Copyright 2009 Information Services: Information Services: Moving from What to How Movin from What to How 12
  • 13. © Copyright 2009 Changing Project Activities Tower’s to an Enterprise Governance Model for the Web • Conducted interviews with executive • Recommended and facilitated a sponsors and business owners to sustainable, objective governance identify business drivers and structure opportunities to enhance processes • Ascertained low-hanging fruit to via the Web create early momentum • Identified 12 customer types • Provided project management and • Documented 202 project ideas lead support for quick-wins • Determined key trends between web • Created a multi-disciplinary team to project requests and identified 7 core manage branding oversight and requests standards for the web • Analyzed existing development and • Conducted a gap analysis support skill-sets and staffing model • Developed a 3-5 year web strategic plan that included transition plan from the current state 13
  • 14. © Copyright 2009 A Successful Web Experience Balances Successful Web Experience Balances User Needs with Business Goals User Needs with Business Goals NavigationArts conducted an in depth analysis of M. D. Anderson’s environment by conducting the following activities: Interview Stakeholders Evaluate User Needs • HelpDesk • One-on-One Patient Interviews • Patient Services - Learning Center • Care Centers - Hospitality Center • Patient Education • Family Advisory Council • Volunteer Services • New Patient Orientation • Physician Services • Analyzed User Data from Logs • Researchers, Scientists • Web Survey of Current Users • Development • Referring Physician Survey • Trainee and Alumni Affairs • Conducted User Testing • Graduate School • School of Health Sciences 14
  • 15. © Copyright 2009 Research Using a Multi-pronged Research Using a Multi-pronged Approach Approach It’s important to understand more than just what users tell you about using the web: • It’s essential to understand the processes they must go through, the problems they may encounter or fear they will, the concerns Needs they have in order to make decisions. • It’s also important to understand the Goals way they actually behave, and the information they really seek out. Task s • Usage patterns • Audience types Behaviors • • Popular content Referring Web sites • Web-based Tasks Attitudes • State of Mind • Referring terms • Satisfaction Context • Countries of origin • Understanding 15
  • 16. © Copyright 2009 Determining Priorities in Wide Audience Determining Priorities in Wide Audience Bas Base NavigationArts concluded that the typical Web site visitor falls onto the following categories of need which defined priority among users: Critical Essential Operational Audiences that have a critical or time Groups who are essential to the M. D. Anderson has a working sensitive need for information who are also organization in terms of awareness and relationship with these audiences and critical to the organization in terms of access. For them, the Web site represents wants to provide targeted content for acquisition and patient care. For them, the information and functionality they need to them. These groups may visit the site Web is likely to be the front door to the better understand and interact with M. D. less frequently or have an indirect need organization and must prioritize content Anderson. The Web site must provide for information and services. and tasks that meet their needs. intuitive pathways for these audiences while not confusing critical audiences. • Potential Patients • Volunteers • Media • New Patients • Donors • Current Employees • Current Patients • Survivors • Retirees • Primary Caregivers • Extended Family and Friends • Dependents • Referring Physicians and their Staff • Potential Employees • Alumni • Students • Suppliers/Vendors • Trainees • Partners/Affiliates • External Health Professionals (Faculty, • Community Educators Nurses, Allied Health Professionals, • International Embassies and Mid-level Providers, Researchers, Governments Scientists) • Public 16
  • 17. © Copyright 2009 Understanding Audiences’ Mental Models Understanding Audiences’ Mental Models These models define the differences in the way users think about and go about looking for information: Hospital and Treatment Educational and Research Physical Campus and Center Institution Place to Work 17
  • 18. © Copyright 2009 What Did the Research Tell Us? did The Research Tell Us? We needed to take the emphasis off of the organizational structure and reduce the focus on promotional activities, and focus on creating a user-centric experience and facilitate actions users will want to engage in. • Align content to the user’s mental model of M. D. Anderson. Acknowledge the unique needs of different audiences and provide experiences that address each. • Provide contextual cross-linking, topic focused searches, index lists, and expose critical content throughout the site to facilitate the different ways users go about looking for information. • Recognize that the majority of users do not come through the homepage; An Effective Site Structure: ensure that all pages have appropriate • Has a coherent underlying concept context and avoid dead-ends. • Anticipates users’ questions • Balances breadth and depth • Design an experience on the Web that • Provides more than one way to demonstrates the excellence and expertise get to content of the organization while raising awareness and facilitating access. 18
  • 19. © Copyright 2009 ProvidingContext through Peripheral Providing Context through Peripheral Vision Vision Each of the primary user groups have some unique information needs and some needs that overlap with other groups. (1) Build brand perception through an understanding of the breadth of the organization. (2) Answer user needs through the depth and relevance of information. 19
  • 20. © Copyright 2009 The Answer? The Answer? Create equal paths for patients and professionals with a focus on patients and their families through contextual tools and exposed access to critical in-depth information… 20
  • 21. Access to Business or General Information Primary User Focused Navigation Key Tasks Drive Action – Meets Prioritized Goals of Business and Users Paired with Real Stories Direct Access to Deeper more Contextually Relevant Information 21
  • 22. © Copyright 2009 Challenges Challenges • Very large site to be migrated/updated • Old site: about 10,000 pages • New site: about 4,500 pages • Vast content: text, images, multi-media, links, etc. • Old department-centric Information Architecture • Didn’t start out as such years ago, but evolved that way • Natural “undertow” from the organization • Natural mental model for staff, but rarely helpful to site visitors • Simultaneous web content management system (WCMS) upgrade/development • Necessary: old WCMS could not support new concepts • Added complexity & difficulty to execution within project timeframe 22
  • 23. © Copyright 2009 Challenges Challenges • Staff turnover during project • Represents a step backward as team learns new concepts • Recession = constraints on filling vacancies and use of contractors • Multiple vendor relationships • Worked with four agencies at different points • Complementary roles and expertise • Used web-based collaboration tools, frequent conference calls, selected face-to-face meetings • Impact of new URLs on search engine rankings • New Information Architecture = 99.9% new URLs • Predictable short-term fall in search engine rankings • Manageable with mitigation strategy 23
  • 24. © Copyright 2009 LessonsLearned Lessons Learned • Buy-in and support from top management and governance structure crucial to overcome local resistance to change • Alignment is vital anyway if this is a business strategy • Difficult to convince some staff that departmental IA isn’t best • Leverage when “special interests” argue against the greater good • Build alliances with other key departments • Can’t do it alone • Projects are discussed & debated outside of one department’s range of vision, so need friends and allies • Use of contractors can free up staff to work on the “new” • Pro: builds buy-in by current staff & deeper/faster hands-on experience • Con: time to ramp contractors up & make them effective; adds cost 24
  • 25. © Copyright 2009 LessonsLearned Lessons Learned • Tight project tracking, including daily status checks on key deliverables • Projects have many moving parts • Needs formal project management PLUS informal approaches • Nagging helps • Maintain flexibility/adaptability during life of the project – things will NOT go according to original plan • Many surprises along the way – lots of “unknown unknowns” • Content isn’t always what you think it is • Technology helps & hinders • Flexibility can also be stressful to project team 25
  • 26. © Copyright 2009 Results & Next Steps Lessons Learned • New site launched in May 2009 • Post-launch: • Site visits from search engines did drop 28% in month following • Site visits from search engines recovered and now up 12% versus pre-launch • Total search engine rankings up • Patient self-referrals up 14% versus same months in 2008 • Next Steps • Proposed next phase to senior leadership • Got approval for analysis & planning during FY2010 • Goals: “portal” capabilities; personalization/customization; better targeted marketing; new improvements in customer service 26
  • 27. © Copyright 2009 Questions? Questions? Alan Powell Director of Internet Services M.D. Anderson Cancer Center Sue Sutton, RN, PhD President and CEO Tower Strategies 877-309-0400 Denise Lodge Senior Consultant NavigationArts 703-584-8920 27