Marcus Insights

EHR Software Launch: Upgrade & Attract in Mental Health Sector



Ask Marcus a Question

Need help finding what you need? Say hello to Marcus.

Based on our proprietary MARC [?] technology, Marcus will search our vast database of management topics and best practice documents to identify the most relevant to your specific, unique business situation. This tool is still in beta. If you have any suggestions or questions, please let us know at support@flevy.com.


Role: Marketing Specialist
Industry: electronic health record software in the mental health and addiction treatment industries, serving the united states


Situation:

We are a software for therapists where therapists can use our software to record their notes about their patients. We currently serve 20,000 users and we are developing a new software that will come to market this year. We need a way to organize our go to market strategy that will help support current customers switching to the new software and marketing our new software approach.


Question to Marcus:


What is a good go to market strategy for us? How can we support current customers while attracting new customers to the software


Based on your specific organizational details captured above, Marcus recommends the following areas for evaluation (in roughly decreasing priority). If you need any further clarification or details on the specific frameworks and concepts described below, please contact us: support@flevy.com.

Change Management

For the successful adoption of your new software by existing customers, it's crucial to have a robust Change Management strategy. This includes clear communication about the benefits and improvements of the new system to reduce resistance.

Develop a comprehensive training program to ease the transition, ensuring that therapists feel confident using the new features. Additionally, appoint change champions within your user base who can advocate for the new software and provide peer support. Remember to collect feedback throughout the process for continuous improvement and to demonstrate to your customers that their input is valued and acted upon.

Recommended Best Practices:

Dig Deeper into These Topics:

Marketing Plan Development

The development of a strategic Marketing Plan is essential for your new software's launch. Identify your unique selling propositions that differentiate your software in the mental health and addiction treatment industries.

Utilize a mix of inbound and outbound marketing tactics, leveraging success stories and case studies from current users to build credibility. Invest in targeted digital campaigns, SEO, and content marketing that address the specific needs of therapists and clinic administrators. Partnerships with professional associations could also be beneficial to increase visibility and endorsement within the industry.

Recommended Best Practices:

Dig Deeper into These Topics:

Are you familiar with Flevy? We are you shortcut to immediate value.
Flevy provides business best practices—the same as those produced by top-tier consulting firms and used by Fortune 100 companies. Our best practice business frameworks, financial models, and templates are of the same caliber as those produced by top-tier management consulting firms, like McKinsey, BCG, Bain, Deloitte, and Accenture. Most were developed by seasoned executives and consultants with 20+ years of experience.

Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab

Customer Relationship Management

Implementing a Customer Relationship Management (CRM) system will allow for personalized and efficient communication with both current and prospective customers. Use the CRM to segment your user base and tailor messages about the new software that addresses users' specific needs or concerns.

The CRM can also be used to track customer interactions, ensuring that your team provides timely support during the transition to the new software. This personalized approach can enhance customer satisfaction and loyalty, which is critical when introducing significant changes like a new software system.

Recommended Best Practices:

Dig Deeper into These Topics:

Sales Strategy

Develop a Sales Strategy that focuses on retaining current customers while acquiring new ones. For existing customers, emphasize the value proposition of the new software and offer incentives for early adoption, such as discounted rates or enhanced support.

For prospects, highlight the incremental benefits of your software over competitors, focusing on ease of use, compliance, data security, and any features unique to your product. Sales teams should be well-versed in the specific challenges and compliance requirements of the mental health and addiction treatment sectors.

Recommended Best Practices:

Dig Deeper into These Topics:

Product Launch Strategy

A successful Product Launch Strategy will involve a phased roll-out plan. Start with a beta group of existing customers who can provide feedback before the full market launch.

Use their testimonials and case studies in your marketing materials. Create a timeline for the launch that includes key marketing and communication milestones, ensuring that current customers have ample time to transition without feeling rushed. Plan for multiple touchpoints to educate both existing and potential customers about the new features and benefits.

Recommended Best Practices:

Dig Deeper into These Topics:

Digital Transformation

Digital Transformation is not only about new software development but also about how it's adopted by users. Your new software should be designed with a user-centric approach, incorporating features that meet the specific needs of therapists in mental health and addiction treatment.

Consider integrating advanced analytics to offer insights into patient progress or predictive outcomes. Also, ensure that your platform supports interoperability with other systems within healthcare ecosystems. This will appeal to users looking for seamless integration and data sharing capabilities.

Recommended Best Practices:

Dig Deeper into These Topics:

Stakeholder Management

Engage with all key Stakeholders including users, IT staff, clinic administrators, and third-party partners throughout the development and rollout of your new software. Understand their needs and concerns, and involve them in the testing phase.

Effective stakeholder management ensures that the software is well-received and that the transition is smooth for all parties involved. Communication should be clear and ongoing, with regular updates on development progress, training schedules, and support resources.

Recommended Best Practices:

Dig Deeper into These Topics:

Customer Retention

To ensure Customer Retention during the transition to your new software, maintain an open line of communication and provide exceptional support. Be proactive in addressing potential pain points and offer comprehensive resources, such as FAQs, instructional videos, and live webinars.

Consider setting up a dedicated hotline or chat support for any immediate issues during the switch. A strong retention strategy will not only keep your existing base secure but also serve as a testament to the quality of your customer service for new prospects.

Recommended Best Practices:

Dig Deeper into These Topics:

Business Transformation

Business Transformation in the context of your new software means more than upgrading technology; it involves realigning your company's values and operations to meet changing market demands. Your internal processes, from customer service to sales and marketing, should be optimized to support the new software.

This may involve retraining staff, revising sales scripts, and updating marketing materials. Alignment across all departments ensures a cohesive approach to the new software's market introduction.

Recommended Best Practices:

Dig Deeper into These Topics:

Sales Force

Empower your Sales Force with the knowledge and tools needed to communicate the value of the new software effectively. Sales personnel should be fluent in the features and benefits of the new system, as well as the specific pain points it addresses for mental health professionals.

Tailored sales approaches, depending on whether the customer is a current user or a prospect, will be key. For current users, focus on upgrade benefits and support during the transition. For new customers, concentrate on competitive advantages and long-term value.

Recommended Best Practices:

Dig Deeper into These Topics:



Flevy is the world's largest knowledge base of best practices.


Leverage the Experience of Experts.

Find documents of the same caliber as those used by top-tier consulting firms, like McKinsey, BCG, Bain, Deloitte, Accenture.

Download Immediately and Use.

Our PowerPoint presentations, Excel workbooks, and Word documents are completely customizable, including rebrandable.

Save Time, Effort, and Money.

Save yourself and your employees countless hours. Use that time to work on more value-added and fulfilling activities.

People illustrations by Storyset.




Read Customer Testimonials

 
"As a consulting firm, we had been creating subject matter training materials for our people and found the excellent materials on Flevy, which saved us 100's of hours of re-creating what already exists on the Flevy materials we purchased."

– Michael Evans, Managing Director at Newport LLC
 
"I have used FlevyPro for several business applications. It is a great complement to working with expensive consultants. The quality and effectiveness of the tools are of the highest standards."

– Moritz Bernhoerster, Global Sourcing Director at Fortune 500
 
"[Flevy] produces some great work that has been/continues to be of immense help not only to myself, but as I seek to provide professional services to my clients, it gives me a large "tool box" of resources that are critical to provide them with the quality of service and outcomes they are expecting."

– Royston Knowles, Executive with 50+ Years of Board Level Experience
 
"I have used Flevy services for a number of years and have never, ever been disappointed. As a matter of fact, David and his team continue, time after time, to impress me with their willingness to assist and in the real sense of the word. I have concluded in fact "

– Roberto Pelliccia, Senior Executive in International Hospitality
 
"If you are looking for great resources to save time with your business presentations, Flevy is truly a value-added resource. Flevy has done all the work for you and we will continue to utilize Flevy as a source to extract up-to-date information and data for our virtual and onsite presentations!"

– Debbi Saffo, President at The NiKhar Group
 
"FlevyPro provides business frameworks from many of the global giants in management consulting that allow you to provide best in class solutions for your clients."

– David Harris, Managing Director at Futures Strategy
 
"As a young consulting firm, requests for input from clients vary and it's sometimes impossible to provide expert solutions across a broad spectrum of requirements. That was before I discovered Flevy.com.

Through subscription to this invaluable site of a plethora of topics that are key and crucial to consulting, I "

– Nishi Singh, Strategist and MD at NSP Consultants
 
"I have found Flevy to be an amazing resource and library of useful presentations for lean sigma, change management and so many other topics. This has reduced the time I need to spend on preparing for my performance consultation. The library is easily accessible and updates are regularly provided. A wealth of great information."

– Cynthia Howard RN, PhD, Executive Coach at Ei Leadership






Additional Marcus Insights