harmony Engage helps teams seamlessly track and manage external stakeholder engagement plans

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harmony Engage is an add-on offering to our other harmony product offerings. It helps teams plan, track and summarize engagement plans with HCPs and/or scientific entities over time.

Engage allows you to establish annual engagement plans by disease area that are tied off to your HCPS or entities of interest, with built-in entity profiles and external stakeholder bios. It allows your teams to keep track of interactions with stakeholders and entities, with the ability to capture interaction summaries (survey responses, notes, files, and more) via the system, and apply weighted scores to individual interactions to help ensure your interactions are focused on quality, not simply quantity.

harmony Engage…

  • Identifies, prioritizes, and tracks key scientific entities and collaboration status

  • Plans interactions

  • Captures insights from multiple people on each interaction

  • Summarizes interactions and collaboration status by organization and disease area

  • Develops and applies weighted scores to meetings to separate quantity from quality

Key Feature Highlights of harmony Engage

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Organization Tracking

Organize your identified entities by disease area to keep track of engagement status, priority, stage and goals. Organization profiles are stored in the system with structured fields for descriptions, key contacts, events, and more.

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Contact Profiles

Manage key external stakeholder information in-application with structured contact profiles. HCP contact data and interaction histories are stored in the system, along with biographies, contact photos, education, publications, affiliations and more!

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Interaction Tracking

Capture each interaction with your prioritized organizations and key external stakeholders easily within a disease-area specific alliance plan. Keep track of interaction details, attendees, objectives, notes and more in a structured way, from any device!

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Capture Interaction Insights

Capture meeting notes on-the-go via the mobile interface following an interaction. Include images and files that are directly associated to the interaction, and allow interaction transparency to your entire team, in real time.

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Comprehensive Reporting

Easily export your engagement plans to MS Excel at the click of a button. Generate nicely formatted MS PowerPoint slides of your entity and external contact profiles in seconds.

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Interactive Dashboards

Real-time, interactive, customizable dashboards allow your team to easily explore the data to summarize interactions and scores across organizations and external stakeholders

Feature Summary

Organization Tracking

  • Keep track of your prioritized entities for scientific entities in one place

  • Track engagement status, stage, and goals along with the actual interactions that have been completed

Organization Profiles

  • Each organization has a structured profile, with the ability to capture descriptions, key contacts, events, files and more related to the entity

Contact Profiles

  • Contact bios are available for all of your prioritized scientific entity’s key stakeholders

  • Team members can access contact bios and photos on-the-go via the mobile interface for quick-and-easy meeting prep prior to interactions

Capture Interaction Notes

  • Your team members can capture their interaction notes as soon as an interaction ends via the mobile interface, allowing your full team to stay up-to-date on what interactions have taken place and what the key outcomes were, in real time

  • Structured surveys help streamline the interaction summaries to make sure the key takeaways of every interaction are thoughtful and distilled

Interactive Dashboards

  • Interactive dashboards to summarize interactions and scores across events and organizations

  • Pre-built dashboards are included with the ability to create additional customized dashboards using a library of chart and gauge widgets

Feature Summary

Organization Tracking

  • Keep track of your prioritized entities for scientific entities in one place

  • Track engagement status, stage, and goals along with the actual interactions that have been completed

Organization Profiles

  • Each organization has a structured profile, with the ability to capture descriptions, key contacts, events, files and more related to the entity

Contact Profiles

  • Contact bios are available for all of your prioritized scientific entity’s key stakeholders

  • Team members can access contact bios and photos on-the-go via the mobile interface for quick-and-easy meeting prep prior to interactions

Capture Interaction Notes

  • Your team members can capture their interaction notes as soon as an interaction ends via the mobile interface, allowing your full team to stay up-to-date on what interactions have taken place and what the key outcomes were, in real time

  • Structured surveys help streamline the interaction summaries to make sure the key takeaways of every interaction are thoughtful and distilled

Interactive Dashboards

  • Interactive dashboards to summarize interactions and scores across events and organizations

  • Pre-built dashboards are included with the ability to create additional customized dashboards using a library of chart and gauge widgets

Technology Your Team Can Trust

Validated Enterprise Technology

Sophisticated access control

GDRP Compliant

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End-to-end encryption

Fully separated and redundant cloud-based architecture

Consistent with ISO 27001 and ISO 27002

Exceptional Service and Support

Dedicated Account Manager

Dedicated Technical Support

Robust Online Support Portal (articles, videos, FAQs, and more)

Learn More

Please call us at 610-625-2526 to discuss your needs or contact us at success@orbytelgroup.com to set up a time to speak.