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Social Media in Healthcare
Leverage Social Media for Real Business Impact

Gelb Consulting, An Endeavor Management Company
2700 Post Oak Blvd
Suite 1400
Houston, Texas 77056

P + 281.759.3600
F + 281.759.3607
www.gelbconsulting.com
Leverage Social Media for Real Business Impact

Overview
Hospitals and healthcare systems struggle with how to
leverage social media for real return on investment. In
many healthcare organizations today, ownership of social
media is dispersed across multiple departments, each
focused on specific tactics in support of their program
goals.
We often see different disease centers promoting their
doctors and services, marketing departments focused on
buying advertising on social media, public relations
managing brand reputation and the list goes on. Even in
healthcare systems that have a centralized social media
program, we have found that many organizations lack a
long-term strategy for how they will integrate the role of
social media into the customer experience.
Without a long-term strategy to leverage this high volume channel into core business functions,
hospitals and healthcare systems will continue to struggle with demonstrating a return on
investment for social-based initiatives.

Why is this so difficult?
Why is it such a challenge to leverage social media in hospitals and healthcare systems in a way
that creates business impact?
1. Social Program Structure and Integration
In some organizations, social programs often grow organically. While there are pockets of
ownership, management of the channel is generally dispersed. A dispersed, cross-department
approach to social has its advantages. A decentralized structure typically allows for greater
coverage of the channel in terms of listening, responding and engaging social communities.
Individually, each department may focus on their domain. Yet, the end result is greater overall
coverage of social media by subject matter experts within the organization.
One challenge to a dispersed program is measuring the effectiveness of the collective efforts across
the healthcare organization. As an example, the goals for the Cancer Center Facebook page will be
quite different than the goals for social monitoring in the public relations department. In addition,
individual channels (e.g., Twitter, blogs) are often used aside from other coordinated efforts.

© 2013 Endeavor Management. All Rights Reserved.
Page 2
Leverage Social Media for Real Business Impact

Another challenge that stems from a decentralized approach to social media is the ability to
coordinate and collaborate activities across the organization. Organic growth often spurs an ad hoc
approach to systems and processes. While most hospitals and healthcare systems are striving to
improve collaboration, the reality is that many departments still operate in silos. Individual
budgets and department goals often take priority over collaboration when it comes to resources.
Often times, it takes much less effort in terms of time and resources to design systems and
processes for an individual department than taking a cross-department approach to a social
program.
Organizations that have a centralized social media program structure typically encounter different
challenges. One common challenge for centralized social media programs is related to scale. Social
media programs typically have limited resources available to support program activities. This
means resources are often allocated to the more tactical activities such as listening and monitoring
rather than the higher value activities like engaging communities.
In addition, while organizations with a centralized structure are able to maintain clarity of message
due to the control they have over the channel, these messages may lack the conversational
communication and subject matter expertise that the social audience craves. This is especially
important for hospitals and healthcare systems. Meeting the emotional needs of patients and their
caregivers can go a long way in developing advocates. When it comes to healthcare, people want a
conversation not a message. Social media programs with a centralized structure may be amplifying
their message but they don’t always gain the full value of the conversation.
2. Social Program Goals and Metrics
While any individual effort may not directly result in business value, the combined effort across
departments may result in increased awareness, demand generation, patient acquisition and
improved customer experience across channels and touchpoints.
While social media is data rich, many organizations struggle with identifying meaningful metrics to
demonstrate the outcomes of a social program. Probably the biggest challenge for demonstrating
© 2013 Endeavor Management. All Rights Reserved.
Page 3
Leverage Social Media for Real Business Impact

return on investment for social-based initiatives, regardless of structure, is the natural tendency to
focus on the channel and not what happens within the channel. It is much easier to measure and
quantify social media in terms of likes, followers and retweets than linking a social conversation to
patient acquisition.
Collaboration is Key
When social programs are constrained by structural characteristics or available resources, tying
program objectives to business objectives may seem out of reach. For this reason, many social
programs stop short of setting goals based on financial outcomes and focus on softer, nonfinancial
goals. Without linking to financial outcomes, demonstrating real ROI is just not possible. Without
ROI, many programs struggle to receive adequate funding. This is the dynamic that drives stagnant
or slow growth in many social programs within hospitals and healthcare systems. Collaboration
across the organization is key to building a program capable of demonstrating business impact.

Accelerating Evolution
Social programs follow a typical path in their evolution that is driven by the degree of integration
within the organization. The ability for an organization to accelerate its evolution from a social
program to a social enterprise requires a clear vision and leadership to integrate this high volume
channel into the operations of an organization.
As a social program evolves it passes through 5 major stages. Each stage requires greater
integration within the organization but also increases the ability to demonstrate ROI.

In the beginning stage, an organization or department recognizes the importance of social media
and wants to establish a presence. A basic social media policy is developed and efforts may be
singular and/or uncoordinated. At this stage, goals may be as simple has just having a presence
and activities are focused on managing these presences. Metrics typically consist of likes,
followers, etc.

© 2013 Endeavor Management. All Rights Reserved.
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Leverage Social Media for Real Business Impact

Typically, a need for reputation and crisis management initiates further program development
which may expand efforts into social listening. During this stage, a program within a program is
usually created. Program goals may extend the standard channel metrics of likes, followers and retweets to include measuring sentiment yet program outcomes are primarily based on nonfinancial
measures. While one department may be accountable for “listening” on behalf of the organization,
other efforts may be dispersed across the organization with presences being managed by different
departments. During this stage, we often see experimentation with different media and
monitoring tools.
In the third stage, organizations begin to incorporate operations into social media programs. Most
often, this integration starts with customer service as an outgrowth of reputation management.
Social programs in this stage tend to be more centralized but may build relationships and ad hoc
workflows for overlapping responsibilities, like processing dissatisfied community members and
rants. Coordination between departments is unofficial but effective at a small scale. During this
stage, we may also see the use of an editorial calendar to manage communications across multiple
presences and some collaboration with regards to advertising on social media. With some effort,
metrics can begin to relate to financial outcomes resulting from service recovery activities and
marketing effectiveness.
In the fourth stage, social programs become more operationally organized. Relationships with
other departments such as the call center, physician relations and marketing are formalized.
Information is shared more freely and there is coordination of service recovery and lead nurturing
workflows across departments. During this stage, it is likely that the social program is primarily
centralized and has a large degree of ownership and control over the activities related to the social
channel.
In this stage, an increase in budget typically initiates a consolidation of tools and applications across
the organization, providing a means for consistent messaging on multiple presences. Listening
scope also expands to include more topics including actively monitoring competitors. Business
intelligence related to social media is not only shared and discussed on a regular basis but also used
to make data-driven decisions.
The social media policy is more advanced and a decision-tree is in place to ensure responses and
reactions to negative conversations are resolved quickly in a consistent manner. Through the
sharing of data, program activities can begin to be linked to both nonfinancial and financial
outcomes.
During the final stage, organizations have become a social enterprise. The social program becomes
a hub for collecting and sharing information related to social media. Workflows are seamless
between departments and social is deeply ingrained in core business functions. The organizations’
communities become a source for business intelligence including market research, message testing
and innovation.
© 2013 Endeavor Management. All Rights Reserved.
Page 5
Leverage Social Media for Real Business Impact

The social enterprise offers their customers a seamless experience across channels. These
programs have conversation liaisons who are subject matter experts and actively engage their
communities on a regular basis. Messages become conversations and conversations become
relationships. Customers feel connected to the brand further amplify the message.
Measurement of the social program and channel metrics is more advanced in this stage. Trends in
customer experience, brand awareness, media mentions, new patient registrations are monitored
along side social media metrics. Goals are driven by program objectives tied to business objectives.
Return on investment is a key metric for demonstrating program success.

Taking Action
Social media will only continue to grow in importance. Managing this high volume channel requires
a clear vision far enough into the future to keep pace with a media that changes at the speed of
light.
Social program goals that support core business functions such as customer support, PR, physician
relations, business intelligence and human resources require organizational coordination and
collaboration but yield the financial outcomes necessary for demonstrating real ROI. Accelerating
your social program requires removal of barriers that impede integration with the organization.
Below are ten ideas for accelerating your evolution from social program to social enterprise:
1. Know the channel but focus on how the people engage one another within that channel.
Align your tactics with how your customers use the medium. Is Twitter most often used to
make complaints or ask questions? Is Facebook used to tell a story? Understanding
conversation patterns can help you develop tactics that encourage engagement.
2. Identify social media supports business functions within your organization. Regularly
share compelling stories and anecdotes that demonstrate the impact of social media on
business functions.
3. Monitor what your customers say about your competitors and their experience your with
your competitors. Expand your listening beyond your brand by monitoring conversations
to provide insight about why your customers may chose your competitors for care.
4. Let the tools do your work. Leverage tools to make your job easier and synthesize this high
volume channel. Be on the lookout for new and expanded capabilities as social media tools
and applications evolve.

© 2013 Endeavor Management. All Rights Reserved.
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Leverage Social Media for Real Business Impact

5. Be the voice of your community within your organization. Social media is a rich source for
of voice of the customer data. Use insights as inspiration for process improvement. Mine
this voice of the customer data to identify unmet needs and ideas for improvement.
6. Use social medial to have conversations - not push messages. People recognize an
organization’s effort when it comes to social media. Organizations that use social media for
advertising purposes or use primarily pre-scheduled posts may find their community lacks
involvement. Two-way conversations are key to driving a healthy community.
7. Analyze, analyze, analyze. Listening is just not enough. Analyze social media activity to
identify trends and benchmark the impact of your efforts. Metrics that characterize
frequency and reach typically provide minimal value. Analysis of the internal and external
drivers of frequency and reach can inform decisions that will improve your programs.
8. Start small but be strategic. The smaller the program the more strategic you need to be.
Identify the opportunities for greatest impact and start there. For example, focusing your
resources on reputation management and service recovery may be a higher priority than
building a bigger community and can be accomplished with minimal resources. Seek out
others within your organization who may have interest in social. These partners can
become an unofficial extension of your team.
9. Service recovery is big. Crawling social media for service recovery opportunities can go a
long way to improve customer satisfaction and the overall experience.
10. Brand advocacy is huge. Word of mouth travels fast through this channel with or without
your attention. Managing your online communities begins with the experience you provide
offline. When it comes to demonstrating ROI, the ability to connect your social community
members and their conversations to your internal customer data can provide great depth
into the experience and close the loop between a conversation and conversion.
While most healthcare organizations have a social media strategy in place many still find it difficult
to evolve and innovate as fast as social technology does. This can make a social media strategy
obsolete before it can be fully executed. Developing a long-term strategy focused on integrating
this channel into operations can ensure your program can keep pace and create business impact.
For more information about how we help healthcare organizations evolve their social media
programs to achieve real business contact us at www.endeavormgmt.com/healthcare.

© 2013 Endeavor Management. All Rights Reserved.
Page 7
Leverage Social Media for Real Business Impact

About Endeavor
Endeavor Management, is an international management consulting firm that collaboratively
works with their clients to achieve greater value from their transformational business
initiatives. Endeavor serves as a catalyst by providing pragmatic methodologies and industry
expertise in Transformational Strategies, Operational Excellence, Organizational Effectiveness,
and Transformational Leadership.
Our clients include those responsible for:







Business Strategy
Marketing and Brand Strategy
Operations
Technology Deployment
Strategic Human Capital
Corporate Finance

The firm’s 40 year heritage has produced a substantial portfolio of proven methodologies,
deep operational insight and broad industry experience. This experience enables our team to
quickly understand the dynamics of client companies and markets. Endeavor’s clients span the
globe and are typically leaders in their industry.
Gelb Consulting, a wholly owned subsidiary, monitors organizational performance and designs
winning marketing strategies. Gelb helps organizations focus their marketing initiatives by
fully understanding customer needs through proven strategic frameworks to guide marketing
strategies, build trusted brands, deliver exceptional experiences and launch new products.
Our websites:
www.endeavormgmt.com
www.gulfresearch.com

© 2013 Endeavor Management. All Rights Reserved.
Page 8

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Social Media in Healthcare

  • 1. Social Media in Healthcare Leverage Social Media for Real Business Impact Gelb Consulting, An Endeavor Management Company 2700 Post Oak Blvd Suite 1400 Houston, Texas 77056 P + 281.759.3600 F + 281.759.3607 www.gelbconsulting.com
  • 2. Leverage Social Media for Real Business Impact Overview Hospitals and healthcare systems struggle with how to leverage social media for real return on investment. In many healthcare organizations today, ownership of social media is dispersed across multiple departments, each focused on specific tactics in support of their program goals. We often see different disease centers promoting their doctors and services, marketing departments focused on buying advertising on social media, public relations managing brand reputation and the list goes on. Even in healthcare systems that have a centralized social media program, we have found that many organizations lack a long-term strategy for how they will integrate the role of social media into the customer experience. Without a long-term strategy to leverage this high volume channel into core business functions, hospitals and healthcare systems will continue to struggle with demonstrating a return on investment for social-based initiatives. Why is this so difficult? Why is it such a challenge to leverage social media in hospitals and healthcare systems in a way that creates business impact? 1. Social Program Structure and Integration In some organizations, social programs often grow organically. While there are pockets of ownership, management of the channel is generally dispersed. A dispersed, cross-department approach to social has its advantages. A decentralized structure typically allows for greater coverage of the channel in terms of listening, responding and engaging social communities. Individually, each department may focus on their domain. Yet, the end result is greater overall coverage of social media by subject matter experts within the organization. One challenge to a dispersed program is measuring the effectiveness of the collective efforts across the healthcare organization. As an example, the goals for the Cancer Center Facebook page will be quite different than the goals for social monitoring in the public relations department. In addition, individual channels (e.g., Twitter, blogs) are often used aside from other coordinated efforts. © 2013 Endeavor Management. All Rights Reserved. Page 2
  • 3. Leverage Social Media for Real Business Impact Another challenge that stems from a decentralized approach to social media is the ability to coordinate and collaborate activities across the organization. Organic growth often spurs an ad hoc approach to systems and processes. While most hospitals and healthcare systems are striving to improve collaboration, the reality is that many departments still operate in silos. Individual budgets and department goals often take priority over collaboration when it comes to resources. Often times, it takes much less effort in terms of time and resources to design systems and processes for an individual department than taking a cross-department approach to a social program. Organizations that have a centralized social media program structure typically encounter different challenges. One common challenge for centralized social media programs is related to scale. Social media programs typically have limited resources available to support program activities. This means resources are often allocated to the more tactical activities such as listening and monitoring rather than the higher value activities like engaging communities. In addition, while organizations with a centralized structure are able to maintain clarity of message due to the control they have over the channel, these messages may lack the conversational communication and subject matter expertise that the social audience craves. This is especially important for hospitals and healthcare systems. Meeting the emotional needs of patients and their caregivers can go a long way in developing advocates. When it comes to healthcare, people want a conversation not a message. Social media programs with a centralized structure may be amplifying their message but they don’t always gain the full value of the conversation. 2. Social Program Goals and Metrics While any individual effort may not directly result in business value, the combined effort across departments may result in increased awareness, demand generation, patient acquisition and improved customer experience across channels and touchpoints. While social media is data rich, many organizations struggle with identifying meaningful metrics to demonstrate the outcomes of a social program. Probably the biggest challenge for demonstrating © 2013 Endeavor Management. All Rights Reserved. Page 3
  • 4. Leverage Social Media for Real Business Impact return on investment for social-based initiatives, regardless of structure, is the natural tendency to focus on the channel and not what happens within the channel. It is much easier to measure and quantify social media in terms of likes, followers and retweets than linking a social conversation to patient acquisition. Collaboration is Key When social programs are constrained by structural characteristics or available resources, tying program objectives to business objectives may seem out of reach. For this reason, many social programs stop short of setting goals based on financial outcomes and focus on softer, nonfinancial goals. Without linking to financial outcomes, demonstrating real ROI is just not possible. Without ROI, many programs struggle to receive adequate funding. This is the dynamic that drives stagnant or slow growth in many social programs within hospitals and healthcare systems. Collaboration across the organization is key to building a program capable of demonstrating business impact. Accelerating Evolution Social programs follow a typical path in their evolution that is driven by the degree of integration within the organization. The ability for an organization to accelerate its evolution from a social program to a social enterprise requires a clear vision and leadership to integrate this high volume channel into the operations of an organization. As a social program evolves it passes through 5 major stages. Each stage requires greater integration within the organization but also increases the ability to demonstrate ROI. In the beginning stage, an organization or department recognizes the importance of social media and wants to establish a presence. A basic social media policy is developed and efforts may be singular and/or uncoordinated. At this stage, goals may be as simple has just having a presence and activities are focused on managing these presences. Metrics typically consist of likes, followers, etc. © 2013 Endeavor Management. All Rights Reserved. Page 4
  • 5. Leverage Social Media for Real Business Impact Typically, a need for reputation and crisis management initiates further program development which may expand efforts into social listening. During this stage, a program within a program is usually created. Program goals may extend the standard channel metrics of likes, followers and retweets to include measuring sentiment yet program outcomes are primarily based on nonfinancial measures. While one department may be accountable for “listening” on behalf of the organization, other efforts may be dispersed across the organization with presences being managed by different departments. During this stage, we often see experimentation with different media and monitoring tools. In the third stage, organizations begin to incorporate operations into social media programs. Most often, this integration starts with customer service as an outgrowth of reputation management. Social programs in this stage tend to be more centralized but may build relationships and ad hoc workflows for overlapping responsibilities, like processing dissatisfied community members and rants. Coordination between departments is unofficial but effective at a small scale. During this stage, we may also see the use of an editorial calendar to manage communications across multiple presences and some collaboration with regards to advertising on social media. With some effort, metrics can begin to relate to financial outcomes resulting from service recovery activities and marketing effectiveness. In the fourth stage, social programs become more operationally organized. Relationships with other departments such as the call center, physician relations and marketing are formalized. Information is shared more freely and there is coordination of service recovery and lead nurturing workflows across departments. During this stage, it is likely that the social program is primarily centralized and has a large degree of ownership and control over the activities related to the social channel. In this stage, an increase in budget typically initiates a consolidation of tools and applications across the organization, providing a means for consistent messaging on multiple presences. Listening scope also expands to include more topics including actively monitoring competitors. Business intelligence related to social media is not only shared and discussed on a regular basis but also used to make data-driven decisions. The social media policy is more advanced and a decision-tree is in place to ensure responses and reactions to negative conversations are resolved quickly in a consistent manner. Through the sharing of data, program activities can begin to be linked to both nonfinancial and financial outcomes. During the final stage, organizations have become a social enterprise. The social program becomes a hub for collecting and sharing information related to social media. Workflows are seamless between departments and social is deeply ingrained in core business functions. The organizations’ communities become a source for business intelligence including market research, message testing and innovation. © 2013 Endeavor Management. All Rights Reserved. Page 5
  • 6. Leverage Social Media for Real Business Impact The social enterprise offers their customers a seamless experience across channels. These programs have conversation liaisons who are subject matter experts and actively engage their communities on a regular basis. Messages become conversations and conversations become relationships. Customers feel connected to the brand further amplify the message. Measurement of the social program and channel metrics is more advanced in this stage. Trends in customer experience, brand awareness, media mentions, new patient registrations are monitored along side social media metrics. Goals are driven by program objectives tied to business objectives. Return on investment is a key metric for demonstrating program success. Taking Action Social media will only continue to grow in importance. Managing this high volume channel requires a clear vision far enough into the future to keep pace with a media that changes at the speed of light. Social program goals that support core business functions such as customer support, PR, physician relations, business intelligence and human resources require organizational coordination and collaboration but yield the financial outcomes necessary for demonstrating real ROI. Accelerating your social program requires removal of barriers that impede integration with the organization. Below are ten ideas for accelerating your evolution from social program to social enterprise: 1. Know the channel but focus on how the people engage one another within that channel. Align your tactics with how your customers use the medium. Is Twitter most often used to make complaints or ask questions? Is Facebook used to tell a story? Understanding conversation patterns can help you develop tactics that encourage engagement. 2. Identify social media supports business functions within your organization. Regularly share compelling stories and anecdotes that demonstrate the impact of social media on business functions. 3. Monitor what your customers say about your competitors and their experience your with your competitors. Expand your listening beyond your brand by monitoring conversations to provide insight about why your customers may chose your competitors for care. 4. Let the tools do your work. Leverage tools to make your job easier and synthesize this high volume channel. Be on the lookout for new and expanded capabilities as social media tools and applications evolve. © 2013 Endeavor Management. All Rights Reserved. Page 6
  • 7. Leverage Social Media for Real Business Impact 5. Be the voice of your community within your organization. Social media is a rich source for of voice of the customer data. Use insights as inspiration for process improvement. Mine this voice of the customer data to identify unmet needs and ideas for improvement. 6. Use social medial to have conversations - not push messages. People recognize an organization’s effort when it comes to social media. Organizations that use social media for advertising purposes or use primarily pre-scheduled posts may find their community lacks involvement. Two-way conversations are key to driving a healthy community. 7. Analyze, analyze, analyze. Listening is just not enough. Analyze social media activity to identify trends and benchmark the impact of your efforts. Metrics that characterize frequency and reach typically provide minimal value. Analysis of the internal and external drivers of frequency and reach can inform decisions that will improve your programs. 8. Start small but be strategic. The smaller the program the more strategic you need to be. Identify the opportunities for greatest impact and start there. For example, focusing your resources on reputation management and service recovery may be a higher priority than building a bigger community and can be accomplished with minimal resources. Seek out others within your organization who may have interest in social. These partners can become an unofficial extension of your team. 9. Service recovery is big. Crawling social media for service recovery opportunities can go a long way to improve customer satisfaction and the overall experience. 10. Brand advocacy is huge. Word of mouth travels fast through this channel with or without your attention. Managing your online communities begins with the experience you provide offline. When it comes to demonstrating ROI, the ability to connect your social community members and their conversations to your internal customer data can provide great depth into the experience and close the loop between a conversation and conversion. While most healthcare organizations have a social media strategy in place many still find it difficult to evolve and innovate as fast as social technology does. This can make a social media strategy obsolete before it can be fully executed. Developing a long-term strategy focused on integrating this channel into operations can ensure your program can keep pace and create business impact. For more information about how we help healthcare organizations evolve their social media programs to achieve real business contact us at www.endeavormgmt.com/healthcare. © 2013 Endeavor Management. All Rights Reserved. Page 7
  • 8. Leverage Social Media for Real Business Impact About Endeavor Endeavor Management, is an international management consulting firm that collaboratively works with their clients to achieve greater value from their transformational business initiatives. Endeavor serves as a catalyst by providing pragmatic methodologies and industry expertise in Transformational Strategies, Operational Excellence, Organizational Effectiveness, and Transformational Leadership. Our clients include those responsible for:       Business Strategy Marketing and Brand Strategy Operations Technology Deployment Strategic Human Capital Corporate Finance The firm’s 40 year heritage has produced a substantial portfolio of proven methodologies, deep operational insight and broad industry experience. This experience enables our team to quickly understand the dynamics of client companies and markets. Endeavor’s clients span the globe and are typically leaders in their industry. Gelb Consulting, a wholly owned subsidiary, monitors organizational performance and designs winning marketing strategies. Gelb helps organizations focus their marketing initiatives by fully understanding customer needs through proven strategic frameworks to guide marketing strategies, build trusted brands, deliver exceptional experiences and launch new products. Our websites: www.endeavormgmt.com www.gulfresearch.com © 2013 Endeavor Management. All Rights Reserved. Page 8