Transforming the Onboarding Experience Across Care & Coverage with Service Design

[Music] [Katie Templin] Thank you for coming. We are here to talk about how we worked with Kaiser Permanente. I'm Katie Templin from QD, Qualified Digital. I'm the Chief Experience Officer. And this has been a labor of love for all of us. And we really want to expose not only what we did, but how we did it because we think there's a lot of value and learnings in that.

So let's get started.

[Allison Crooks] All right. I'm Allison Crooks. I'm the Senior Vice President with QD of the marketing automation practice. So I lead that practice, and I have over 10 years of experience in the marketing automation space. And I've been working with Joe and KP for going on four years now for Marketo and a couple other different pieces of MarTech that we're going to talk about today.

[Joe Bennett] Great. Thanks, Allison. And I'm Joe Bennett, and this is very loud. Let me do this. Okay. Hopefully, that's better. And I lead the KP Experience Platform for Kaiser Permanente, lead the Strategy and Execution, also serving as Co-Product Manager for the platform portfolio.

I was I've been with KP, Kaiser Permanente for six years now and was brought in to help with transformation in marketing. People, process, data, through technology.

I spent 20 years working for Siemens and Atos Managed Services providers like that. And now I'm here on the other side in healthcare.

So I'm excited to be here with Katie and Allison. Like they said, they've been on a long journey with us in that transformation, especially Allison here from the beginning, starting with Marketo. And really excited to talk today and being asked to talk today about the work that we did through the KP Experience Platform and actually our first transformational objective, our first transformational program enabled by the platform. Yeah, like that.

All right. So how does 100% retention of your first year members sound? - [Woman] Feasible. - Feasible? Yeah, that's good. Feasible out of the gate. Yeah, I'll come back to what the 100% really means, but let me take a few minutes and talk about the why. Why did we choose the new member experience over other opportunities? So there's a few things around it. One is, we have a outsized attrition rate for year one members, and trending in the wrong direction, which we need to really bring down. It's not sustainable, and it's very much out of whack from once we start engaging with our members, we have very strong, very high loyalty. So that was one area. And our NPS scores and our surveys are not showing-- Our NPS is not where we want it to be. And our surveys are showing that our new members are not able to get what they need when they need it.

It's not relevant. And our engagement and a lot of is technology limited. So our engagement is very many to many people, as well as the time-based, and as we bring our new members through their welcome period, which is 90 to 180-day period, it's very task-oriented.

So unless we fundamentally change how we engage and how we approach our new members, we're going to, it's the insanity loop, right? No matter what we do, we're going to get the same result. But the good news is our members have already told us what they need. And it was interesting going through surveys and in some of the group meetings with former new members, they said, "Just ask." It's really that simple. So ask, give what they need in the moments they need it, and then ask again. So in other words, we really set out to engage in a dialogue, in a conversation, and how do we do that? They really wanted to make sure that their experiences were relevant, and our messaging was relevant.

How many people here are familiar with Kaiser Permanente? Wow. A good number. So the smaller number than I expected.

Kaiser Permanente is an integrated care delivery model.

So essentially-- It's a nonprofit organization, consists of both the payer and provider aspects of healthcare. It's a closed network. We have our own hospitals, we have our own doctors, we have our own nurses, clinicians, etcetera, our own care facilities, pharmacies, labs. And as part of the National Health Plan, we provide memberships for people to access our network in our markets. So essentially, one-stop shop.

And we also have-- And I think one of the things that makes Kaiser Permanente a little bit different is we focus on proactive health and wellness. So it's preventative primary care relationship, how do we avoid costly interactions, and we don't have that model that encourages doctor visits, and so forth.

So it also means two things. We have both the opportunity and the technology needed to optimize every aspect of the new member experience, and that's across care and coverage. And it's not just optimize, but also transform.

And one of our biggest advantages is along that continuum, we have all of the data we need.

So that's a huge advantage that we have not, as an organization, exploited for our member benefit, as well as we should.

So we knew we could do better, and we turned to a strategic partner to help us bring the outside in, get a fresh perspective, help say the things that sometimes we already know to be true but we need somebody else to tell us, right? And also be able to reflect the voice of a member back to us.

So we asked them to help us with what a North Star vision would be, help us with what a strategy around achieving that vision would be, and how would we start. So as we socialized that with our leaders and people within our organization, we then got a lot of excitement around how we could use the platform, how we could start to make a difference in how we're engaging with our new members. And then that led to a mandate to go and create an exceptional member experience. So no small feat, but I will here now hand it over to Katie who's going to start us on the journey of how we went about doing it. Yep. Thanks, Joe. Thank you.

All right, so I think it's important to mention that this all started really as an email ask, right? Email communications, that's where the relationship began, really around the first 90 days of new members coming on to the organization. And so when I came in, KP had a lot of research. They had research that had been done from third parties. They have their own research organization that had done market level looks at what people needed. They do regular member surveys, so they had feedback from there. They also had research that other programs were privy to, but the new member group was not. And luckily, Qualified Digital is part of several different programs, and so we happened to know that that segmentation research that they conducted from a different team existed and that we could leverage it in this program as well. And so as we started to look through all of this research, all of the data, all of the information that they had, it became very clear to us that email was not going to be enough, that it had to be a multichannel solution that we were looking at.

And so what really drove us to the solutions that we're going to talk about were these pain points on the left, and really approaching it from a new perspective. So 46% of members at KP do not register, or at least prior to this program being implemented, did not register for an account within their first 90 days, which meant that a lot of them remained anonymous to us. We had no way of engaging them. We didn't have their email. We didn't have their phone number. We could not reach out to them and ensure that they understood their benefits and that they were leveraging them in a way that made sense to them.

It also meant that the past way of doing things, of just sending the same messages to everyone, assigning the same tasks to everyone was no longer going to work, right? We saw this in the data. We saw this in the research. We knew that we had to get closer to a one-to-one experience with members to really be successful.

And the past experience was really reliant on people knowing and agreeing that they needed to make an appointment with a PCP right away, and it's just not the case for the majority of members.

Sorry. So also Joe mentioned that there was a lot of one-way communication happening too. So again, time-based communications, everyone was getting the same email on month one, everyone was getting the same email on month two, and we were not having a dialogue. We were putting out surveys, but then we weren't actually reacting to the data that we were seeing coming back. We weren't actually doing anything about what members were asking of us, right? And so a big part of this new program was to try to implement two-way communication, and we'll talk about some of the tools, but the survey tools that were already in motion were one of the ways that we went about doing that and integrating it with these other technologies that we had access to.

So knowing that we were also not being compared against our direct competitors, right? And everyone talks about this, the Amazon effects healthcare isn't keeping up with everyone else, right? But a lot of the organizations that I work with in the healthcare industry continue to measure themselves against the best in their industry rather than the best across all industries. And I will say, I give KP a lot of credit because that wasn't good enough for them, and their goal was very much to be the best exceptional experience among all experiences, not just within healthcare. And I think that that really raised the bar and allowed us to do more exceptional things in a very short period of time.

Talked about personalization. We're going to go into CDP and the idea of a unified consumer profile, but I think you all know this is no longer like an option. Really, people are expecting this and they'll leave if they don't get it, especially in an organization like KP where they know you know literally everything about them. They know that you know that they went to see their PCP. They know that you know where they are against their plan metrics, right? They know that you know that they went and picked up a prescription, and the fact that you're not reacting to that is a disappointment. And so we knew we needed to get closer to being able to leverage that data in a really smart, intuitive way for our members.

And I already talked about the multi-channel piece, but really I think a big part of this, and we'll talk a bit about change management throughout the course of this presentation, but the way that things were being done were in silos. They were being done well, and they were being done by really smart people. The problem was that they weren't being connected to one another. And so the experience and the nurture was different or not connected to the sales and then the enrollment and then actually becoming a member. And our goal is to tie all of those things together because we should know you from day one and we should carry that information throughout.

There we go. So as I said, this was a lot of change in a very short period of time. And in an organization the size of Kaiser Permanente, it was important that we were bringing people along. And not only bringing along, but really setting a framework against which we could constantly be measuring together and that we could constantly be pointing to. So this was a framework that we created very early on and one that we would bring up in every workshop, every meeting, every call, every conversation to bring everyone back to a central point and refocus. This is what we're trying to accomplish, and this is why.

Here we go. Okay. So now we'll get to the how.

Many of you have probably implemented journey mapping. Have you done customer journey mapping? Okay. Few. Few.

So a lot of value in customer journey mapping, I think the most obvious one is that it's framing around the consumer experience, right? And so I don't want to discount the value there. But when we got into this, we realized that, again, there were going to be a lot of moving pieces here. It wasn't just about the ideal customer experience, it was about making sure that we had the data to support that, that we had the internal resources and processes to support that, that we had the right technology to support that, and that we were leveraging all to their best capabilities. So we decided to go about this in a little bit of a different way, So here's an example of just a tiny piece of one of the service design blueprints that we did, and you'll see in the background, it's a bird's-eye view of a small piece of it. And here we've zeroed in on tiny fraction. This part is actually around the registration process for KP.org which is their member portal.

And so what we saw when we first came in was that there are a lot of people not registering. And when we asked the question, "Okay, well, how many people are starting and then not finishing?" The answer was, "We don't know. It wasn't being tracked." And so what we surmised based off of all of the data and the member surveys that we were seeing was that there were a lot of people actually going, starting, and not being able to complete, whether it was because they were having technical difficulties, or because they were worried about their private information and sharing that online, or whatever it was, we knew that there were issues, and we knew what that list of things were, those obstacles. And so what we decided to do was first start tracking who was abandoning, and then actually use the technology to reach out to them and ask them why, calling back to what Joe was talking about earlier. Giving them a set of reasons and then responding in real-time with content that directly addressed that concern. And if that content couldn't solve their problem, following up again and connecting them with their live person so that they could work it out.

Obviously, that's a great experience for consumers. Also, great business impact, brings down cost, avoids having a human have to intervene in most circumstances, and it's all real-time and automated.

The second one, for anyone who's in the healthcare space will be pretty familiar, the idea of a proxy, right? And so what, again, had not existed in the data prior to this was this relationship between a caregiver and the cared for, whether that be someone who couldn't care for themselves or someone like a spouse who was making occasional appointments on behalf of their significant other, right? So part of what we wanted to do was start building that relationship in the CDP so that we could track who was who. But then also, from that, make sure that everyone was looped in, right? So if my husband makes an appointment for me, I want to know that that happened because he's not super reliable in letting me know those things.

But also, he needs to know that I know, right? And then down the line, he goes to the appointment, I want to know that that actually happened, right? So the relationship can shift, you don't have to be the caregiver the entire time, and we wanted to make sure we were planning for and accounting for that in the journey.

So all of this, there are three of us up on this stage. I think in making this happen, there were probably upwards of 100 or more people involved in this whole experience, not just from the KP side, but also from the QD side. There was a giant contingent of people who made this happen. And collaboration was a key part of making it work and bringing people along because not everyone could be in every possible conversation, every meeting, every review. And so we had a lot of workshops. We had on sites and Joe called it cross walking, to make sure that everyone was still on board and aware of what we were doing and how we were progressing.

So this is a visual, it doesn't do it justice. Imagine in each side of these circles, there's at least three to five people, in some cases 20, 30, 40 people inside of that circle, which was our village to get it done.

Sorry. And all I had to say, when you have 100 plus people, it's not just about collaboration, it's about making decisions. We were going fast and we were doing a lot and we were doing really hard things. We needed people to make the call, right? And so while everyone had a voice, not everyone had a vote. Not everyone got to decide whether the course was going to change, right? There was a core group of people that were ultimately responsible for making that call and making that decision and owning it.

Joe was one of those people.

- Thank you, Joe. - Thank you.

All right, so where we are. So we launched the first iteration of this program in December. This is a very high level sanitized version of what we launched.

And you'll see a couple things here. One, those green, yellow, and pink blocks are really focused on behaviors. So is someone actively engaged with us? Are they maybe stalling and stopping or have they just completely stopped responding or engaging at all? And we want to talk to them differently and we want to track that throughout the experience. It's not a first day, second day type of thing. It's constantly, we're constantly checking for that and making sure-- Sorry, I just got close to something that's making me sound weird.

And making sure that we can react to it in the appropriate way. You'll also see all of the channels underneath some of the high level data that we're constantly tracking about the member. And then you'll also notice that those black circles in the beginning and this number 4 Retention at the end, we started at a very small piece of the whole journey. And what our goal is is to expand in both directions, right? So move further to the left, so to speak, and start incorporating what we're learning during nurture tracking when we're first starting to talk to someone, all the way through and then moving beyond those first 90 days of being a member through the first year, and then beyond that to improve retention and the experience overall.

So our solution, the one that we launched in December, had a three-pronged approach. The first one was around this idea of a Magic Link, and some of you might have experienced this on the direct to consumer side of things. You're shopping and you can't get into your account, and they say, "Do you want us to recover your password or do you want us to send you a Magic Link?" I always pick that one because it's easier. And that's what we were opting for, is a one-click way to automatically create your account as a new member. We have all of this data. You've been through enrollment. We know who lives with you. We know who else is on your plan, we know what your phone number is in some, not all circumstances, but most circumstances. So we know a lot about you, to ask you for all of that again was a really bad experience. So what we did is we worked with the IT team to actually leverage all of the information that we had, make sure it was highly secure, send it, and just with a click, set up their account for them.

Personalized onboarding, this was this idea of leveraging those segments that I mentioned earlier, which we weren't doing. We know that there are certain pieces of the experience that are more important than others to certain people. And so we build an onboarding program that asks four questions and start segmenting people into the behavioral groups that we know are relevant within KP.

We're then able to customize the communications and everything that comes thereafter. And then, of course, behaviorally-based communication. So we talked about how it was very time-bound and the same communication to everyone. We've built a program that really pays attention to every move you're making. Again, start, stop, stalled, and reacting to that not only with communications, but with content that's helpful and relevant to where you are in the journey.

So I talked about the Magic Link, and I think it's important. It's not just a consumer thing, and none of this is just relevant to consumers. It's also very relevant and helpful to the business of KP. So if you look at this, this is what we had planned to build if we couldn't do the Magic Link, to help with what was broken about the current registration process. We were able to cut all of this out, we were able to not build it, we were able to not create additional tech debt, we were able to not have to ask for additional resources to make this work because we were able to execute on something like the Magic Link.

And then this is a quick snapshot of some of the steps in the onboarding program, right? So again, keeping it very simple, user-friendly, easy to click, doesn't feel overwhelming, and this allows us to figure out who you are, what's important to you, how you define care, and then help you understand what benefits you're already paying for that can then help you leverage that.

Thanks. All right. Let's get into the technical weeds. Not really. So at this point, we're at the point in the program where we need to start actually building the thing and configuring and developing. Obviously, Katie and Joe had done a lot of the heavy lifting around the change management piece. But the way that QD approached this in partnership with our experience team is we did decide to go ahead and have a marketing automation person working directly with Katie's team in that initial discovery and definition phase and getting to what we were proposing. And the reason we did that was because we wanted people to be informed about not only what it is we're doing with strategy and with KP, but we wanted them to be able to see the pain points so that could inform their process as we then moved into the development phase. So these steps, I'm sure they look pretty typical to all of you. But when we're talking about over 100 people who all have opinions, who all own different elements of the technology, who all are maybe used to things happening in a certain way or having a hard time maybe grasping or agreeing on how we want to change, that still carried through even into the development phase of the work. So we need an extremely structured and methodical approach to this. So we were working with QD, KPIT, the digital teams, the third-party channel vendors. Like I said, we had our work cut out for us, but we managed to move through and get things launched on time.

So one thing I want to call out too.

I don't know how many of you in the room work with Marketo or work at a company-- Obviously. Okay. I've been doing Marketo implementations for over 10 years now. KP is the first company that's making Marketo work for them. And I don't mean it's working. I mean, Marketo was sweating every day doing what it's doing for this program. It is a bit of a non-standard approach that we've taken here, but we had to make sure the solution was still scalable. So a couple of the different things around the technology. We wanted to make sure we learned and responded as we went. And we needed that to happen in very, very close, if not real-time. So one of the common themes throughout this that Katie mentioned is show me, you know me. At every single step, we're looking for feedback. Not just at the end or after something bad happens where maybe somebody's sentiment is not great. We're collecting this throughout the entire engagement and the entire journey with these people. And so by integrating all of these solutions and making sure that data and we had the infrastructure in place to pass that data in near real-time, we were able to automate all of those next-best-action decisions. We also leveraged best-in-class designs. We wanted to make sure that not only the entire experience was pretty seamless and easy for the end user, but even just what they were seeing was concise. It was to the point they were getting it when they needed it. And making sure that it was actionable for them in a way that just, again, made it easy to get what they needed out of this.

And then lastly, one of the things I want to emphasize is again, how personalized this was. Personalization for the people in the room who have used Marketo or other tools, it has its limits working in these platforms.

We knew we could not use the out-of-the-box Marketo personalization module. So I want to give a massive shout out to Jay right here in the front row because he designed this solution using velocity scripting to pull together over 100 different variations and versions of these emails using only four templates that people were receiving. Again, we just needed to make sure that people were getting their needs met. And in some ways, even we were anticipating what their needs were.

So yeah, I mentioned that we've been on this journey building out the Experience Platform. And I think one of the-- There's a lot of understanding and misunderstanding or differences in understanding of what a Consumer Data Platform is in terms of the different capability sets that make it up.

But regardless of what all of those permutations may be, I think one thing that's consistent at its core, the most important thing to it is the unified profile. And getting your data structured from the business perspective with the logic of how the business needs to use that data in order to activate the data in journeys and experiences. One of the things around where we've been, Kaiser Permanente has been, is we have massive amounts of data. To the point where it's been so hard to get your head around what do you do with it, right? The other part of that is we have a lot of models. We have a lot of analytics. What we're really lacking is the ability to start to activate against that, right? So what differentiated the work that we were doing from a lot of the data work that was already being going on in the organization, leveraging some of that data work, was really about how do we structure it to create that true 360 view for all of our audiences. So we started out several years ago focused on one use case for our Medicare agent group, right? And we were going to build separate and distinct.

Conforming to what we usually do, right? So we partnered with our digital organization. We started to build off the profile that they had started creating for KP.org with the intention that as we bring this together over time, we now have a profile that we'll be able to activate against all channels rather than continue to keep our channels separate and distinct, but have that single profile. And also what it meant is we were building a profile and we did this and we went through some strategic changes as we did the initial use case to set up the platform. We then made sure that we were making the data attributes in the profile extensible. So we weren't building a member agent platform. We were building, an Experience Platform for all of our audiences, for all of our channels. And-- Yeah, so we integrated with a lot of different solutions in order to make this whole thing a reality. Obviously, there's a few Adobe products in here. Ushur was another great partner that we worked with that really expedited this entire project and allowed us to, again, work against a very aggressive timeline. But essentially, this was crucial that all of these platforms were integrated and we were getting that two-way feedback from the third-party channel vendors back into the CDP so we could action against it. Again, if not real-time, very close to real-time is how frequently a lot of this data is actually moving back and forth so we can automate those next-best-actions and respond timely for what people actually needed.

And on top of that, we just needed to make sure that we were making informed optimization decisions when we get to that point. And so having all of this data in one place and that unified profile in that CDP is how we're going to get to that point soon.

So yeah, asking why is what's keeping us ahead. Again, we're looking at the entire member experience as far as continuing to get that feedback. We're using Qualtrics as the tool that where we're getting that feedback. We're going throughout the entire journey and gathering it again, instead of just at the end, or if there was some sort of an escalation where somebody needed assistance or attention.

And so things like experience testing, surveys, A/B experimentations, all of that went into this so we could make sure that we were not only collecting data directly from the person, but also inferring what we could about the experience and if it's being successful or not.

And then if we just take a second to talk about what this meant to the teams, right? I mean, prior to this, these teams at KP could not automate even a single part of what the experience looked like before we got into this project. So even just executing a single touchpoint like an email or an SMS message required many different teams pulling lists from many different systems, aggregating that data to create audiences and segments. And now they can actually just do all of this because of a unified profile and the fact that we have a CDP integrated to Marketo. We can automate people getting added in based on their audience criteria essentially.

And there was no integration between the platforms either. So touchpoints, even though they were going out in a sequence, there was no decisioning between touchpoint one, touchpoint two, touchpoint three based on how somebody reacted or if somebody even engaged. It was just sending out very one-way these messages.

And then even just viewing the data across the platforms was extremely manual too. So when it came time to actually look at something to see how is something performing or who seems to be the most engaged, that was also a very labor-intensive process. And again, now that we have this unified profile, it's really like easing the lift for a lot of different teams within Kaiser Permanente so they can do their jobs more effectively.

And even just trying to understand again how things were performing. So from an analytics perspective, the fact that we have all of this data in one place and we can send that out to tools like Power BI, we're able to create dashboards that there's different versions of it depending on what team needs to see what, depending on what part of this engagement they own with a single-click. And this was something that used to take days, if not weeks before to understand, again, how something is performing, who's engaging, where do we need to make decisions around future investments and things like that. And now it's all-in-one place. And then lastly, that feedback loop. Again, we just need to make sure we're listening, we're being empathetic, we understand what people need, in some cases anticipating their needs, and responding in the best way we can.

So I said before that we had a mandate to make the experience exceptional. We also were asked to accelerate all of this and do so under four months. And the rationale for why we wanted to target getting these multiple components automated together solution was we were moving the first part of the engagement into the pre-effective period, which means we're targeting January 1 effectives, the majority of most people's effectives, right? And in order to actually do the part of the experience and start at the beginning, that meant we needed to be ready in December when people start enroll and get enrollment confirmations. So that was no small feat given everything that we've talked about so far, the number of people that were involved and the complexity in a lot of different areas with groups that have not worked together in the way that we launch a lot of our products.

So obviously, that became one aspect of it is, a big aspect of it is around change management. So one easy way of thinking about it is perfect is the enemy of good, right? We hear that all the time, and the intent is right. Perfect is the enemy of good also sometimes turns into just do what you need to do and get it done, and you didn't ask for perfect, so you got something else, right? But we wanted to as we were doing this, we also wanted to keep in mind something different, which this is a Lombardi quote.

"If we chase perfection, we catch excellence." So the challenge, I think, sometimes with perfect being the enemy of good or is you end up going for good, which means you're going to miss good. So you don't even get to good. If we think about the way we do our OKRs or we do our goals, our targets, would you rather have, what's the example that we used, would you rather, it's a choice between more failures in one case, but you get more output on the other as a result, or do you want something more predictable and you want less failures, but you're going get less output, right? So that's a balance that we tried to strike in terms of going through, putting all of these components together, and getting the teams to work in some very, very different ways. So a number of the ways we're able to move so quickly in doing this is we had really strong executive support.

And that translated into, they never wavered from reaching a target. So we didn't have a deadline.

We had a target. And it was not committed target. And our leadership gave the team the space. They got out of the way.

And they let the teams get into the rooms and figure it out. And it's pretty amazing what happens when you allow teams to do that. But then we gave them a lot of structure and Katie called out the decision-making. There was a handful of us were willing to take that on and enable it to happen. So we had a target date. When we first did it, the target date was actually next June or July when we put all of these plans together and overlaid them. We launched on December 19.

So it was a pretty fun-- When you step away from it, pretty fun process to observe. It was a fun four months. It was a fun four months. Thank you.

I think a couple of the other things that really allowed us to move quickly is the teaming that Katie and Allison referred to. Getting people in the rooms, accelerating knowledge share.

It can be tricky, right? When you get some engineers in a room listening to requirements, they are wired to solution, right? So you run a risk, but there's no way we could have serially done this. And what it did though, also, is the tech teams, the engineers, really appreciated being tight with the business to hear the problems that we're really solving. So I would say lastly, the fact that we had-- Well, two more points. The fact that we've already done so much work around structuring the data in anticipation of doing this work really allowed the focus to be on what's the flow, what's the process, what are all of these permutations in the personalization messaging? The initial assumptions were that the data in the data platform was going to be longest pull. It was actually the easiest.

So yeah.

Oops, wrong way.

So where are we going? Katie brought this up before, but I wanted to just bring it back really quickly on a couple of things. I mentioned before about 100% as our target or why.

100% really reflects our uncompromised goal. Meaning, do we think that we're really going to achieve 100%? Well, we won't if we don't try. If we don't set that as what we're pursuing, we definitely won't get it. Nobody will, right? But it's okay if we don't make it. The idea is we are figuring out how we get closer, how we close the gap, and do so not incrementally, but significantly. And that's how to help drive the transformation. We also built the framework to be essentially a balanced scorecard. So we often think of, on a day-to-day basis, we get our objectives, we get our key results, we get our goals, we get our targets, things that we can achieve within the year, within a time period. That's not these two numbers, right? It's not going from 20s or 30s in your NPS to 70 world class, which only a handful of major global organizations actually achieve.

But those OKRs and the work that's associated with them need to roll up to those two things. That's really going to be the indication of success, is ultimately do they renew, or do they recommend KP? It sounds simple, right? We know it's not.

And then from an early indicator, yeah.

So it was not without its warts. It's not without its starts and stops. I would say that gives a lot of credit to Jay, Allison, our data platform, to everybody in that. We were able to continue to move even if we had to pause for a couple of days on those first enrollment confirmations and catch up. And it's really the power of the platform. Things that happened, if these had happened in the past, it would have just been dead, right? But what we have seen is for registration, which is one of the two key objectives, 59% increase over the year prior. So this is December, January, 59% increase in KP registrations. A lot of that has to do with the December, but it also has to do with a lot more engagement and being able to combine enrollment confirmation texts that used to come out from one group over here, and then days later, weeks later, messaging around, follow-up messaging around KP.org registration.

So bringing those together, being able to combine those, do that early, is indicating that we're going to continue to be able to be successful in increasing those KP.org registrations. Secondly, it's all about engagement, right? So we're seeing 12 times increase in the engagement. Now I'm not going to sit here and say it's one-to-one in terms of we're not doing, this isn't A/B, this isn't do this, marginally change it, and see if there's an incremental benefit.

This is largely based upon the Ushur component, the Hunters Survey, asking them what's most important to them and delivering it to them. It's increasing engagement, people are opening those messaging, we're having much greater click-through. So we're looking forward to how we continue to build upon that.

And as Emerson said, "Transformation," he had a lot of foresight, "is a journey, not a destination." So we have a lot of work. I mean, this is just the beginning. It's a handful of components that we did upfront in a very short amount of time. Our objective is make it ridiculously simple. Not just simple, but ridiculously simple. Thank you, Katie. I love that. Chuck loved that on the town hall.

And it's across care and coverage. So how do we make sure that there's a consistent experience, consistent engagement across both sides of the equation? And then in parallel, we have a lot of things to do in terms of continuing to build out omnichannel and evolving our capabilities in order to be able to do that. And the operational models. We really want to be able to take what we've done and be able to continually apply that for flow, velocity, speed.

And then lastly, how do we continue to bring it into the organization? Tests of change, but not the incremental, but be able to test changes throughout the organization and pick what scales and then scale it. So with that, I think, again, thank you, Allison. - Thank you, Katie-- - Thank you. For helping us transform and show us a way forward and leave it to questions.

Thank you. - Thank you. - Thank you. Good job!

[Music]

In-Person On-Demand Session

Transforming the Onboarding Experience Across Care & Coverage with Service Design - S727

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Closed captions in English can be accessed in the video player.

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Speakers

  • Katie Templin

    Katie Templin

    Chief Experience Officer, Qualified Digital

  • Allison Crooks

    Allison Crooks

    Sr. Vice President, Qualified Digital

  • Joe Bennett

    Joe Bennett

    Director Product Strategy and Execution, Kaiser Permanente Experience Platform, Kaiser Permanente

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About the Session

Kaiser Permanente is transforming how it engages with prospects and members, putting empathy at the forefront of its healthcare CX strategy. Hear how Adobe Marketo, Qualtrics, Ushur and the CDP strategically enrich user profiles and provide greater opportunities for personalization, connection, and conversion. Learn how Kaiser Permanente measured both the “what” and the “why” across multiple channels and technologies to enable real-time intelligent responses with educational content, self-service tools, and escalation to member care and support.

Key takeaways:

  • Understand how the program becomes more intelligent and targeted with each prospect or member engagement over time
  • Hear how Service Design helped break down internal and technical silos to bring a vision to life and manage organizational change
  • Hear how we were able to move quickly to get iterative experiences out in front of Members, and constantly evolve over time

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Industry: Healthcare and Life Sciences

Technical Level: General Audience

Track: Customer Data Management, Customer Journey Management , Unified Customer Experience

Presentation Style: Case/Use Study, Tips and Tricks, Thought Leadership

Audience: Campaign Manager, Digital Marketer, IT Executive, Marketing Executive, Audience Strategist, Web Marketer, Marketing Practitioner, Marketing Operations , Business Decision Maker, Content Manager, Marketing Technologist, Omnichannel Architect

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