Case Studies
Calquence (HCP & DTC)
14-Country Real-Time Portfolio Command Center
Summary (Problem → Solution → Outcome)
Problem
- Fragmented reporting and region-specific logic produced competing KPIs
- Decisions waited for slide updates and Finance/MLR couldn’t reconcile platform vs BI.
Meta:
- Regions: EU + US
- Budget: €5M–€20M
- Stack: GA4, GTM, Tableau, BigQuery
Solution
- A single KPI layer
- consent-aware GA4 schema
- Tableau portfolio dashboard (promoted from a Looker MVP) with country toggles and a weekly Decision One-Pager capturing actions/owners.
EPAC mobile share:
66%
(vs 54% EU+US)
+28pp
after fold/CWV fixes (EPAC)
+21%
after deep-linking to evidence (EPAC)
mobile 31
vs desktop 22
Snapshot
Scope
Oncology portfolio across 14 countries, serving HCP & DTC journeys.
Users
Global brand leads, regional owners, Finance, and MLR—one source of truth for scale / pause / reallocate calls.
My role
Global governance & analytics lead: authored the KPI dictionary, standardized UTMs + GA4 events/params, stitched paid/owned data, built dashboards, and ran the weekly Decision One-Pager.
Problem → Solution → Outcome
- Problem
- Conflicting KPIs (three different numbers for the same metric).
- Week-old PPTs stalled country decisions; Finance/MLR could not reconcile platform totals with BI.
- No shared view by country / audience (HCP vs DTC) / device to guide spend.
- Solution (data first, then orchestration)
KPI Layer & Stitching
- One KPI dictionary; governed UTMs and GA4 events (with consent state).
- Joins for paid platforms into BI (search/display/video/social/endemic HCP). Target ±2% reconciliation.
The “Live Nerve Center”
- Looker Studio MVP → Tableau upgrade for speed, permissions, and multi-view comparisons.
- 14-country toggle bar: portfolio → region → country → brand.
- Side-nav aligned to stakeholder questions: Audience, Acquisition, Engagement, Device, HCP Registrations.
Decision Cadence
- Auto-filled Decision One-Pager every Monday: what changed → so what → now what with named owners and dates.
- Guardrails: budget variance ≤5%, reallocation rules by goal (Awareness/Consideration/Action), 10–15% test tranche.
- Outcome (representative)
KPI Layer & Stitching
- −60% time from capture → decision; −35% data discrepancies.
- Faster MLR sync: pre-flight checks embedded in channel tiles reduced back-and-forth on copy/claims.
- ≥80% dashboard adoption among brand/regional leads; ≤5% budget variance at quarter close.
What we built
- Country tiles (as shown): sessions, users, new users, trends—drillable to landing pages, events, and verified HCP actions.
- Executive vs Ops views: a one-page executive strip and deeper country/brand tabs for channel owners.
- Quality monitors: freshness, completeness, schema drift; alerting to keep Finance/MLR aligned.
Methods
- Path & cohort analysis by country and audience (HCP/DTC) to expose true signal drivers.
- Drop-off decomposition to separate content issues from technical (CWV, latency, errors).
- Attribution hygiene: enforced UTMs, stable keys for MMM/MTA exports, platform alignment.
KPI Layer
- (excerpt)
- Acquisition: non-brand share, country mix, channel efficiency.
- Engagement: event depth, step-to-step conversion, verified HCP actions.
- Action: downloads/starts/registrations appropriate to audience.
- Quality: consent coverage, CWV health, error/rage signals.
Stack & Governance
- Data/BI: GA4 + GTM (consent), Tableau (final), Looker Studio (MVP), BigQuery warehouse.
- Governance: KPI dictionary, UTM & naming standard, GA4 event spec, CMP policies, QA/anomaly monitors, Decision One-Pager.
Selected insights
- (how it paid for itself)
- Country A vs B: Similar spend, but Country A’s verified HCP actions/1k sessions were 1.6× higher → mid-week budget shift; quarter closed within 3% variance.
- Device mix: Mobile rising in Southern EU; CWV flagged risk → LCP fixes on priority LPs → +19% DTC action rate WoW
- Claims: Two HCP claim clusters tied on CTR; one drove deeper clinical engagement → scaled in three markets.
Paid Media & Budget Allocation
- (HCP & DTC)
- Endemic HCP networks (e.g., Medscape, Doximity). Allowlisted specialties/deciles, frequency caps, learning units/newsletters; optimization to verified HCP actions and evidence dwell, not clicks.
- Endemic HCP networks (e.g., Medscape, Doximity). Allowlisted specialties/deciles, frequency caps, learning units/newsletters; optimization to verified HCP actions and evidence dwell, not clicks.
- Professional reach (LinkedIn + society channels). Thought-leader content around congress seasons; UTM claim-cluster tags to attribute post-event lifts and route high-intent traffic to gated HCP tools.
- Consumer scale (Search/Social/Video/CTV). Healthcare-certified YouTube/CTV and brand-safe PMPs; on-label creative with major-statement cues driving to fast, mobile-ready landing paths.
- Health information hubs (WebMD/Healthline/Everyday Health). Contextual adjacency to HIV topics; KPIs focused on depth and first meaningful action, with Consent Mode coverage for measurement.
- Governed budget moves. Weekly thresholds (depth, action rate, cost per meaningful action) triggered scale / pause / reallocate by country × claim cluster, keeping platform↔BI within ±2%.
Deliverables you’d get on a similar engagement
KPI Layer & Metric Dictionary
Data stitching map
(paid↔owned keys)
Tableau dashboard pack
(Exec • Country • Ops)
Decision One-Pager
templates (auto-filled)
MMM/MTA export spec
(daily grain, governed fields)
Quality monitors
(freshness, completeness, schema drift)
Operating cadence
Weekly
Decision One-Pager (15 min), under/over delivery, reallocations by country.
Monthly
Allocation review + experiment readouts.
Quarterly
QBR (outcomes vs KPIs, vendor scorecards, roadmap).
Compliance notice: Public materials here are anonymized/redacted and shared for illustrative purposes in line with NDAs, MLR/OPDP/APLB, and HIPAA/GDPR.
Want the same portfolio clarity—by country, in real time?
Book a 30-min Analytics Diagnostic and I’ll map the KPI layer, country toggles, and exec one-pager for your brand.
FAQs
Can we run branded on LinkedIn?
Possible, but we default to unbranded + route branded to HCP-auth portals. We follow platform policy and OPDP patterns.
How do you keep Meta compliant?
18+ gating, no personal-attribute inferences, fair-balance/disclaimers, strict comment filters, PV/AE triage in ≤24 hours.
How do you prove value beyond clicks?
Qualified events, attention & completion, and outcome cohorts—rolled up in the Decision One-Pager; MMM/MTA exports provided.