Covert Cows and Chick-fil-A: How Faith, Cows, and Chicken Built an Iconic Brand

If you’ve been following The Millennium Alliance for the past few months, you already know we are a big fan of Steve Robinson, Former CMO of Chick-fil-A and two time Keynote Speaker at our CMO assemblies. We are thrilled to showcase his latest project, Covert Cows and Chick-fil-A: How Faith, Cows, and Chicken Built an Iconic Brand, available now.

During his thirty-four-year tenure at Chick-fil-A, Steve Robinson was integrally involved in the company’s growth–from 184 stores and $100 million in annual sales in 1981 to over 2,100 stores and over $6.8 billion in annual sales in 2015–and was a first-hand witness to its evolution as an indelible global brand. In Covert Cows and Chick-fil-A, Robinson shares behind-the-scenes accounts of key moments, including the creation of the Chick-fil-A corporate purpose and the formation and management of the now-iconic “Eat Mor Chikin” cow campaign.

We have our copy, do you?

Caremindr President and CEO Chats with The Millennium Alliance

CAREMINDr’s focus on “mobile-enabled RPM,” or mRPM, is a game-changer and The Millennium Alliance got the inside scoop from President and CEO, Harry Soza. They are revolutionizing RPM by tapping into societal trends in which patients already integrate mobile technology into their daily lives, whether they are using it for their professional lives or to chat on social media.

Watch our interview with Harry to learn more about this unique company and how you can be involved as a healthcare executive.

About The Healthcare Providers Transformation Assembly

Join leaders from North America’s leading Health Systems to discuss the latest technology, innovations, and strategies driving healthcare’s transformation where we’ll be discussing the latest digital technology and business strategies driving healthcare’s digital transformation.

Are you interested in becoming a sponsor for this event? Click here today to learn more >>

Are you interested in attending this event? Inquire here today to find out if you qualify for Millennium Membership >>

Chairman Emeritus of DDB Worldwide Sits Down with The Millennium Alliance

We were honored to have Keith Reinhard as Keynote Speaker at our Transformational CMO and Digital Retail East Assembly in Atlanta last month. His talk addressed the many changes in the industry throughout the years, how he got his feet wet in the advertising world, the many people he met on his journey to producing top ads for companies like McDonald’s, and where he sees the marketing world going during the digital transformation.

Cara Bernstein of The Millennium Alliance had the chance to sit down with Keith to dive deeper into his career, his book, “Any Wednesday” and more!

Check out the exclusive interview here >>

About The Transformational CMO and Retail East Assembly

The digital revolution has forever changed the balance of power between individual consumers and brands. This need to think “customer first” has made the marketing function more vital than ever before.

C-Level executives around the world are anticipating that digital technology will continue to drive business. We’ve put together a series of executive education roundtables, keynote presentations, collaborative think tanks, educational workshops, and networking sessions with our industry experts and advisory board.

Are you interested in becoming a sponsor for this event? Click here today to learn more >>

Are you a CMO interested in attending this event? Inquire here today to find out if you qualify for Millennium Membership >>

The Millennium Alliance and BoardSuited Team Up to Increase Board of Director Candidate Diversity and Pipeline

The Millennium Alliance and BoardSuitedTM Team Up to Increase Board of Director Candidate Diversity and Pipeline

New York, NY, June 14, 2019 — The Millennium Alliance, a leading technology, business, and educational advisory firm has formed a strategic alliance with BoardSuitedTM, a new and innovative executive education company, designed to prepare senior executives for board candidacy and service.  Together, they are committed to making an impact on both increasing the pool of candidates for board service, as well as the diversity of gender, race, age, and professional skills.

The Millennium Alliance is a leading technology and business educational advisory organization in North America. Focusing primarily in areas such as business transformation, executive education, growth, policy, and needs analysis, Millennium has become one of the most dynamic locations for collaboration across the world.

“The Millennium Alliance is really excited to be partnering with not just BoardSuited, but more so Joyce Brocaglia, specifically, as she has been a staple and leading voice in the tech world for many years,” said Alex Sobol, Millennium Alliance Co-Founder & Managing Partner. “The BoardSuited offering fits in nicely with the type of opportunities we provide our members and clients, and we are really looking forward to seeing how they will benefit from such an important part of their executive development.”

BoardSuited was created to fill a void in the executive education space, where many programs exist for current board directors, but very few prepare executives seeking their first board appointment.  The program teaches executives how to accelerate their readiness and maximize their credibility to get the attention of nominating and governance committees—all through a self-paced, convenient online learning environment.

BoardSuited was created to demystify the path to the boardroom by helping executives create a personalized road map,” said Brocaglia.  “The path to the boardroom is often a road less traveled—one that requires assessing skills and identifying gaps early on so that executives can course correct and gain the qualifications necessary for board service.”

BoardSuited arms executives with a deep understanding of board service—from understanding roles and responsibilities and the significance of ownership structure to learning to work with and evaluate the CEO.  The course draws on insights from a cadre of seated board directors from some of the largest companies in the world representing public, private, advisory and nonprofit boards.

“Given that digital transformation, cybersecurity and diversity are all board-level imperatives, we believe that our timing could not be better,” said Brocaglia. “Teaming up with the Millennium Alliance gives us an opportunity to impact the pace at which we increase the size and diversity of the board candidate pipeline—which is not only central to our mission but one we share.”

The Millennium Alliance is proud to partner with BoardSuited to add new opportunities for executive education to its members, clients, and partners as they continue to develop their careers and impact in the business community.

Click here to learn more.

About The Millennium Alliance
Headquartered in Midtown Manhattan, The Millennium Alliance is a leading technology, business, and educational advisory firm. Focusing primarily in areas such as business transformation, executive education, growth, policy, and need analysis, Millennium is quickly becoming one of the most dynamic locations for collaboration across the world.

We provide a framework for Fortune 1000 C-Level executives, leading public sector/government officials, and thought leaders across a variety of disciplines, to meet their peers, understand industry developments, and receive an introduction to new technology and service advancements to help grow their career and overall company value. With a constant thirst for a conversation that has real value, it is our duty to provide a platform for all leaders to further develop in an ecosystem of innovation and knowledge so all parties can continue to shape the real purpose of business: to make things efficient and worthwhile.  For more information visit www.mill-all.com.

About BoardSuitedTM
BoardSuitedTM is an innovative executive training company, designed to prepare senior executives for public, private, advisory, and nonprofit board candidacy and service. It was founded in 2019 by Joyce Brocaglia, CEO of both Alta Associates, an executive search firm, and the Executive Woman’s Forum on Information Security, Risk Management & Privacy (EWF), a membership organization. BoardSuitedTM offers executives the comprehensive preparation they need to obtain their first board seat with the convenience of a self-paced, online learning environment.  Bringing together a cadre of highly respected current board directors and a robust curriculum, BoardSuitedTM delivers invaluable insights, while providing learners with a personal roadmap to the boardroom. For more information visit www.BoardSuited.com.

Contact:
Greg Dicso
VP, Marketing, The Millennium Alliance
greg.dicso@mill-all.com

Acquiring and Retaining Patients in the Age of Digital Patient Engagement

Our Digital Healthcare Transformation Assembly is today in Nashville! Our sponsor, SCI Solutions, is kicking off the assembly with an informative article, in the run-up to their workshop today.

Written by: Joel French, CEO, SCI Solutions

When you search on “Patient Engagement,” you’ll get 27 million hits, the first several of which suggest a definition. While these words are in common use in healthcare today, they lack a widely accepted definition. Even when stakeholders within a health system believe they are united in their patient engagement strategy, how success is defined – and what the perceived roadblocks are – varies widely for stakeholders. How do you address the patient engagement hot buttons for marketing, patient experience, finance, and patient access leaders at once?

At the heart of the matter is the persistent divide that exists between our complex health enterprises and the individual people who now expect to be highly engaged and involved in their own care. Hence, consumer expectations continue to evolve rapidly. It’s not only online consumer services like Uber and Amazon that have contributed to this. Traditional businesses, like airlines and financial services, have risen to the challenge and enabled better, more intuitive and more convenient self-service via mobile devices. Even a trip to the DMV might seem streamlined compared to a visit to some health systems today. It’s no wonder healthcare consumers now have very specific expectations for how their interactions with healthcare should work.

Healthcare organizations are responding in a variety of ways, which may be creating more friction for consumers. One strategy is the idea that EHRs, a technology designed for back-end business processes, such as billing and care documentation within the walls of a provider setting, could be remodeled into something consumers would eagerly adopt. A recent study shows that the adoption of EHR patient portals lingers at less than 33 percent, deterred by poor usability and lack of convenient mobile access. While EHRs serve an important purpose inside the confines of a health system, patient experiences are substantially influenced by what happens outside of it. Consider that neither Amazon nor Expedia tried to add a portal to their enterprise resource planning (ERP) systems to make a customer-facing platform for retail sales.

Another strategy has been to employ a mix of point solutions and mobile apps that have entered the market in recent years. These solutions are driven strictly from a marketing and patient acquisition perspective but lack the underlying structure needed to optimize access across all health network locations, let alone improve efficiency across multiple organizational processes. For many hospitals and health systems, this results in gaps in both the patient experience and the network experience, making it impossible to optimize engagement end-to-end.

An effective digital patient engagement strategy needs to address patient acquisition, intake and conversion, care coordination, and finally retention. In other words, health systems need a comprehensive solution that coordinates and standardizes every single patient engagement point across the digital health network. This requires a strategy coupled with supporting technology that gives equal weight to providing the ideal outward-facing patient experience as well as connecting the dots in the underlying workflows and internal network processes required to cost-effectively drive that experience.

Ultimately, to compete in today’s market, health systems must acquire and then keep patients for a lifetime – turning them into brand loyalists who will, in turn, send more patients and family members to the health system over time. What’s more, health systems must thoughtfully engage patients in a unified way across all clinical, financial and operational processes, from scheduling and access, to care coordination and patient treatment plan adherence, to insurance and payment collection.

Success requires a comprehensive view of the patient experience that encompasses every touchpoint across the system – beyond the walls of the hospital, beyond patient portals, and beyond flashy new apps.

About SCI Solutions:

SCI Solutions operates the largest EHR-agnostic patient access and care coordination platform, relied upon by 85,000 providers and more than 1,000 hospitals and imaging centers in 400 U.S. markets. With its digital patient engagement solutions, SCI helps healthcare organizations create a consumer-friendly virtual front door for patient acquisition and competitive advantage.

Healthcare Leaders: How Are You Managing Your Data?

In the healthcare industry, digital transformation is important. It helps support innovation, which in turn, helps benefit customers in the payer and provider space when it comes to data management.

Healthcare leaders need to secure and manage data now more than ever before. Without the proper solutions to make this happen, healthcare professionals fall short.

“Delphix unlocks healthcare data to build next-generation products, deliver higher quality and more personalized services, and drive operational efficiencies.” – Delphix reports

The first step to learning how to manage your data?

Start With Delphix’s eBook

Download the eBook to find out how eight Delphix healthcare customers benefited from transformational changes that enable secure data management – whether on-premise, in the cloud, or both – while protecting PII and PHI information.

To download the eBook: Click here.

Interested in what you see? You can meet Delphix at our next Digital Enterprise Transformation Assembly West…

ABOUT DIGITAL ENTERPRISE TRANSFORMATION ASSEMBLY WEST

The Millennium Alliance is thrilled that you’re interested in Digital Enterprise Transformation West Coast in August 2019.

As more and more businesses look to digital technology and strategies to transform their business, CIOs know that data and information technology have never been more important. Understanding the convergence of mobile, social, and cloud is the first critical step for organizations looking to create opportunities and stay ahead of the competition.

Join us in Las Vegas for a series of executive education roundtables, keynote presentations, collaborative think tanks, educational workshops, and networking sessions will offer industry-specific topics and trends to ensure your company maintains its competitive advantage.

Are you interested in becoming a sponsor for this event? Click here today to learn more >>

Are you interested in attending this event? Inquire here today to find out if you qualify for Millennium Membership >>

How the Digital Transformation Has Redefined Freelance Work

The term freelance has been around as early as the 19th century. In fact, the term was first used to describe a mercenary for hire, hence free “lance”. Since then, freelance work has evolved so much. The emergence of the digital age over the past decade has redefined freelance to what we know it to be today. Here on “MobileFirst, Mobile First!” we have looked at how the digital age has been transformed by the growing number of mobile devices. Mobile has ceased to be just a means of communication and is now a vital part of how people live and work. Consequently, freelance work has also evolved with it. An employee can now work for multiple companies and on numerous projects from one device.

Technology Created The Gig Economy
The gig economy was born through the advancement of the digital age. Due to how it is now much easier to work from home or a remote location, companies are finding it much more convenient to hire independent workers who can apply their skills for a short period of time. This has opened up the job market as companies are much more likely to hire on short-term contracts than invest in full-time employees. Forbes indicates that 57 million Americans are part of the gig economy, which amounts to one-third of the U.S. population. Moreover, a little more than 50% of full-time freelancers use third-party websites or applications to find work. This shows how the mobile digital landscape has led to a rapid rise in freelance work.

The Future Of Tech Is Freelance
Today’s tech industry relies heavily on freelancers. This particular set up works well for smaller tech companies looking to save on costs. It also helps businesses explore a wider range of skilled experts and find someone whose background fits a particular project. At Google, for example, contract workers outnumber regular employees, and this is a trend that has led to the prediction that 45% of tech jobs will be freelance by 2028. One reason for this is the adaptability of freelance workers. Yoss states that hired freelancers can often fill a role much faster due to their availability. This has become hugely beneficial for tech companies who don’t have the resources to train their own staff and allows freelancers to develop a diverse portfolio across multiple work placements.

Redefining Traditional Job Profiles
Freelance has become an impetus for what ZD Net calls “reskilling”. The site notes how freelancers now have to deal with other skilled tasks they didn’t need to before, such as contract negotiation, accounting, and client management. Tech journalist Michael Rander in his post on the digital economy, “the digital economy creates an opportunity for providing continuous learning that is more active and self-directed.”

Traditional job profiles have become blurred in this new digital landscape where freelancers are their own managers. The rate of “learning by doing” increases when you work for different clients on a daily basis. Freelancers are constantly acquiring new skills that help them become better and more marketable. The emphasis on learning new skills is high especially in the tech industry where experts are required to keep up with the latest software and technology.

Where Detour Was Really Going

Guest piece written by Fernando Machado, Global Chief Marketing Officer at Burger King. The Millennium Alliance is honored to work with Fernando as our Keynote Speaker at the Digital Retail Transformation Assembly from August 26-27 at the Fairmont Dallas in Texas. 

Enjoy!

EXECUTIVE SUMMARY

In the past few years Burger King built a reputation for itself. The brand mastered the art of using creativity to get people’s attention and build brand love. McWhopper, Google Home of the Whopper, Burning Stores, among many others got talked about everywhere, achieved billions of impressions, helped revamp the brand and got celebrated by our industry. Surely many of our blockbuster campaigns drove traffic (bringing people to restaurants) and sales. But the main focus of most of them was to “make the brand cool again”. That’s why we see Whopper Detour as a defining moment for our brand. There is a clear before and an after Whopper Detour. This campaign marks a turning point in our marketing and shows what we believe the future of great creativity might be (at least for us). A future where creativity is only used to (and celebrated for) responding to real, tangible business and brand goals.

This is an idea which plays with technology which is not necessarily new. Geofencing and mobile order and payment have been around for a while. It’s also not easy to convince people to download mobile apps from fast-food brands (especially burger chains). Many brands (including ourselves) couldn’t get people to download their apps even when giving products away. Yet, Whopper Detour increased the BK mobile app sales by 3x during the 9-day promotion and by 2x ever since the promotion ended. This campaign catapulted BK’s app from a modest #686 in the app store to #1 (across all categories; on both iOS and Android). It also drove the highest foot traffic (people coming to the restaurant) in 4.5 years.

So, the question is: How the hell did that happen?

This is the story of a crazy idea that delivered real business results. Scratch that — insane business results. An idea that bent the rules of direct marketing, experiential and e-commerce/technology. An idea with scale and long-term impact.

This case not only shows the power of a big idea and what it takes to make something different happen, but also the reason why our creative partners (aka advertising agencies) are so relevant. Big creative ideas eat programmatic, AI, trends, and even a beautifully put together McKinsey presentation for lunch. And these days people seem to forget that a bit. Big ideas is where our industry should focus. We used the art of creativity to get people’s attention, build brand love and build our business today and tomorrow. In scale. This was not a one location, one day stunt that gets people to talk about it (especially industry people) but is not linked to results. When we celebrate ideas like this one, we show that our industry (advertising and creativity) can indeed have a bright future and will be able to continue to have fun and make great business. And that’s the main reason we wrote this case study and are sharing it.

If you don’t have time to read (which would be a shame!), watch this:

Whopper Detour is one of my favorite Burger King ideas ever. It took us about a year to make. The idea came to us from FCB New York, and evolved a lot over time (a characteristic we see in all of our best campaigns). It involved a large team to pull it off, including our technology team and key tech partners. We basically had to recode our newly updated mobile app with mobile order and payment to now also work well and consistently with geofencing. In fact, to make this idea work we had to geofence all of our restaurants in the United States (more than 7,000) and all of the McDonald’s restaurants (more than 14,000). Plus, make it reliable! Can you imagine the amount of time and pressure to make this happen? But it paid off. Big-time.

We are investing a lot to improve our guest services at Burger King and technology has a key role in this. After all, mobile has grown to be a vital player in the QSR space, poised to be a $38 billion industry by next year (Source: QSR Magazine, Sep 2017). But, mobile order and payment isn’t new to people, nor is geofencing. So, to get people to actually care about our BK app is a testament to the beauty of this campaign, which started with a very simple PR headline: “You will be able to order a Whopper for 1 penny at McDonald’s.” Wait, what? That’s kind of a mindf**k. A Whopper at McDonald’s? That’s the exact opposite of what most direct marketing campaigns aim to achieve (you are asking people to go to your competitor before coming to you!). That’s turning brand experience upside down. And that’s showing how technology plus creativity can open new doors for brands and businesses. And while it is admittedly a bit crazy, that tends to be an ingredient in all our best ideas.

The objective of this article is to share a bit of our journey making Whopper Detour happen. By doing so, we aim to showcase the power of teamwork and creativity to drive brand and business results.

THE EXTRA MILE

It was beginning of September, back in 2017. FCB NY and Waze (their partner) reached out to us to share an idea. The starting point/insight revolved around the fact that Burger King has significantly fewer restaurant locations than McDonald’s. And since, in the U.S., most of the revenue comes from drive-thru, it’s fair to say that, quite often, BK fans have to drive longer distances to get their flame-grilled Whopper sandwiches. So, the idea was to reward these folks who are going “the extra mile” to enjoy Burger King, literally earning a discount for passing McDonald’s on their way.

No alt text provided for this image
Image 1. A simple demonstration of how the idea could work.

The presentation was pretty complete, with an overview on how to expand on the idea at different touch points, ranging from social media to out-of-home. The idea was presented as an idea that would trigger headlines and conversations, both highly desirable outcomes in all of our successful Burger King campaigns.

No alt text provided for this image
Image 2. Examples of social media amplification, out-of-home and potential headlines.

At the time, we thought there was something really interesting around the idea. We never played with geo-location before and a partnership with Waze sounded like a cool thing to do. Also, despite the fact that drive-thru is indeed our most important channel, we haven’t really done any drive-thru ideas in the recent past.

With that said, when comparing the “voltage” of the idea with other ideas in our pipeline, we felt that there were other things that had the potential to drive stronger talkability and PR. So, we decided to provide feedback, which was pretty much like: “There is something here that we like. Let’s keep working on it.”

“LET’S KEEP WORKING ON IT”

I think that if I were a creative working at an agency, “let’s keep working on it” would be one of the phrases that would scare me the most. What does that mean? Does the client really like it? Or are they just killing us softly? I think that “let’s keep working on it” probably means the end. Well, not in this case.

One thing we’ve learned in the work we do at Burger King is that many times we hit the right territory, but the idea is not quite right yet. In fact, I can think of many territories that took us more than a year to connect to the right idea. And in some cases, even more than that (or never at all). We don’t have an issue shooting an idea dead if we don’t think it has legs. So, when we say “let’s keep working on it,” we mean it. But neither FCB NY nor Waze had worked with us before. And I am sure that there was uncertainty about a potential positive outcome coming out of this.

Believe it or not, FCB NY continued to work on it. The talented team lead by Ari Halper and Gabriel Schimitt kept thinking, playing and polishing the idea. I guess they believed in it so much that they glanced over the uncertainty and kept pushing. So, around mid-November (2-3 months after the first presentation), we got an email from Gabriel saying that “they changed something on the idea and now it was waaaaaaaay better” (that’s how Gabriel speaks when he believes in something). I had a meeting in NY during that week, so I decided to stop by at FCB NY and take a look at that “waaaaaaaay better” version of the idea.

So, the new version of the idea was called “The Secret Whopper.” The insight of the idea was pretty much the same. The first page of the presentation said:

“Burger King has significantly fewer stores than McDonald’s, so we’re not always the closest option. How do we turn fewer stores into an opportunity and reward drivers willing to go the extra mile for a better burger? By turning our competitor’s stores into ours.”

That was the genesis of “The Secret Whopper: A special Whopper available only at McDonald’s.” Wait. What? Yes, that’s what they proposed. And we loved it.

FCB NY also suggested a simple flow for the idea using our BK Mobile App.

No alt text provided for this image
Image 3. BK mobile app flow for “The Secret Whopper” idea.

The agency also presented a series of additional assets to help bring the idea to life.

No alt text provided for this image
Image 4. Example of a potential billboard execution for “The Secret Whopper” idea.

The idea clearly evolved a lot. And the agency managed to tap into something that was very important for the brand: The mobile app. Remember that originally this was an idea that would happen mostly on the Waze platform.

At Burger King, we are investing a lot behind technology to improve guest services. And the mobile app is a key pillar in our strategy. If you think about fast-food restaurants, most of them have tended to leverage the same technology, and layout, for decades. The drive-thru, for instance, is kind of the same as it has always been (always a bit of a struggle to get that order taken the right way). For years the category failed to evolve much with technology (especially the burger chains). But recently, we have seen an acceleration behind initiatives around self-ordering kiosks, mobile apps, etc. The importance of technology among all fast-food players increased in the recent past and that’s no different at BK.

Back in November 2017, our Burger King app was basically a coupon app. Oh, we also had a store locator (d’oh!). But we had ambitious plans. We were working to develop mobile order and payment. That was a big deal for Burger King. It is really hard to code everything and make sure the app is integrated with our different point-of-sales systems (believe me, that’s a nightmare!). We wanted the app to work with geo-location, which would allow for small variations in price and menu for different restaurants, among others. A really big deal for Burger King. Yes. For Burger King. ’Cause mobile order and payment is obviously not new. Even the guy who sells coffee next to my building in Miami has it. Kind of everyone had it. So, this was a big deal for us. Not such a big deal for the industry. That’s why the challenge was to come up with a big, creative idea to make people care/share and get earned media at the relaunch.

So, here was FCB NY, bringing an amazing idea to relaunch our mobile order and payment capabilities. We had only one piece of feedback: We didn’t think it should be a “Secret Whopper.” Instead, we recommended it be the regular Whopper. Why? Because our regular Whopper is our most iconic product and to sell that at McDonald’s would be the biggest WTF moment. No need for a special build.

We also thought that the headline “You will be able to order a Whopper for 1 penny at McDonald’s” would be a bigger mindf*ck and, thus, potentially get more earned media and talkability than if we were saying “Secret Whopper.” And that’s when the name of the idea changed to become “Whopper Detour.”

MAKING IT HAPPEN

I still remember when FCB NY sent us a “happy birthday, Whopper Detour” via email in September 2018. Yes, it took us a year to develop the idea. As I mentioned earlier, we had to recode our mobile app with order/payment, plus geofencing on a massive scale, and then ensure it all worked flawlessly in just one year. Most people would have given up. We didn’t. We kept saying to ourselves: “If it were easy, someone else would have done it already. It’s a good thing this is freaking hard.”

Close to launch, the team developed a really cool film where our actors went to real McDonald’s restaurants in NY and tried explain to McDonald’s crew members at the drive-thru that they were there to get a Whopper for 1 cent.

No alt text provided for this image
Image 5. Image presented as part of Jonathan Klein’s visual treatment.

The film was shot by the very talented Jonathan Klein. We fell in love with his treatment. He simply got the tone of the brand and understood all the nuances.

“It’s important to stress that we are not making fun of the McDonald’s employees at all. Our actors asking about their Whopper orders from the BK App are delusional. Delusional people are funny. Delusional people ordering a Whopper at McDonald’s, compounded by the confusion of the McDonald’s employees, are hysterical.”

Our legal team was an intrinsic part of the development of this idea. In fact, that’s always the case. And we found a way to film this without necessarily asking for permission from our main competitor. The film had to be developed in NY for legal reasons; we would need to blur the faces of McDonald’s crew members and alter their voices a bit so they were not recognizable. On top of using the hidden cameras in the cars, we also filmed wide shots with lenses that allowed us to capture footage from a distance. As in any production that tries to capture reality, it started out messy and then got better and better. That’s normal. And we were patient. In the end, we ended up with an amazing (and very funny) film.

No alt text provided for this image
Image 6. Our brave crew shooting in NY.

On top of the film we created for PR and social media purposes, we ran a series of mobile out-of-home units with the objective of providing photo opportunities for bystanders. The UGC pictures quickly spread online.

No alt text provided for this image
Image 7. Our mobile out-of-home units driving around the U.S.

Another one of our favorite pieces was the print execution “Billions Swerved.” We all found it too funny not to deploy it. So… we had to make it happen. This is the type of execution that, despite leveraging traditional media, ends up getting a boatload of traction in social.

No alt text provided for this image
Image 8. The print ad we ran to help trigger earned media and talkability.

On top of FCB NY (who helped us with the campaign and UX), we had a pretty complete tech stack to launch Whopper Detour:

Tillster: Worked with our tech team coding the BK app (incl. mobile order and payment).

mParticle: CDP used to orchestrate data between the BK app and other CRM partners.

Radar: Geofencing used for unlocking, allowing us to tag all McD’s in the USA.

Braze: CRM vendor used to send push, e-mail and in-app messages.

Branch: Linking platform used to make it easier to get to BK App.

Amplitude: Analytics tool used to calculate redemptions, measure behavior and target mgs.

THE RESULTS

The world ended up talking about this campaign. We reached 3.5 billion impressions (billion with a “B”) with an equivalent USD $40 million in earned media (Source: Cision and ABMC). All without a significant media investment. We only did some guerrilla marketing (out-of-home), a handful of print ads and invested a tiny bit in digital (to push the film). We didn’t have TV, radio, social media influencers or others. The investment was really minimal because we knew the idea would take off by itself.

Case in point: To kick things off, FCB wrote a single tweet, “brb going to McDonald’s” — which came out about an hour before the campaign went live. That tweet alone racked up 65k likes in a matter of hours and led to an 818% increase in Twitter mentions.

We got more than 1.5 million people to download the BK App in the U.S. during the promotion (a 37.5% increase in only nine days), and more than a half-million redemptions of our promo (more than 40x redemptions versus our previous historical record for a digital coupon promo). And it continues to be the gift that keeps on giving, because in the months that followed the promotion, we are now up by 4.5 million downloads. All figures are sourced from Internal BK Data.

This direct, e-commerce, PR, integrated campaign propelled our BK App to become the #1 app in the Apple Store and Google Play Store (starting from #686 in the Apple Store and #464 on Google Play – Source: App Annie; beating out the likes of Facebook, Twitter, Instagram and YouTube). The BK App remained #1 in Food & Drink (our category) for more than 10 days on both platforms.

This idea was indeed a game changer for Burger King. Despite the fact that the Whopper sandwiches were going for only 1 penny, the total sales value sold through the mobile app increased by 3x during the promotion. And even after the promotion, we continued to sell through our mobile app 2x what we used to sell before the promotion. Whopper Detour users alone will spend around $15 million more per year on the BK mobile app. Yes, Whopper Detour put our mobile app on the map, made people engage with it, and now they continue to use it. Source: BK Internal Data.

Some skeptical people tend to challenge some of these sales results, arguing that we were selling Whopper sandwiches for a penny. But I am not talking about units sold. I am talking about total sales value. Even though we sold some Whopper sandwiches for 1 cent, the engagement was so high that people ended up buying a lot more. That’s why the business results were so strong.

The reality is that we tried giving away products to people who used our mobile app before. So have Wendy’s, McDonald’s, Chick-fil-A and others. That’s the obvious thing to do when you want people to download your app. But have you ever heard about any of those promotions? No, right? You know why? ’Cause no one cares. To make people care you need a BIG IDEA. An idea that plays with people’s imagination, an idea that is fun and connects people to the brand. Nothing was as powerful as Whopper Detour. And that is the true value of a creative idea.

No alt text provided for this image
Image 9. Download the app and get free food (Wendy’s, McD, Chick-fil-A).

Think about that. We asked people to download the BK app, add their credit card info, enable geo-location, drive to a McDonald’s, order from there and drive back to a Burger King to pick up the order. And they did it. It’s the opposite of what any direct marketing campaign has ever done. It’s experiential upside down. It’s a promo that, in theory, has all the ingredients not to work. But it did.

Perhaps most important, this activation drove people to our restaurants. By inviting people to drive to our main competitor to get a crazy discount, we triggered the highest weekly traffic increase (traffic = number of people coming to our restaurants) since mid-2015 (Source: Internal BK Data). Can you believe that? We asked people to go to McDonald’s and we triggered the highest increase in visits to BK in the past 4.5 years (!!!). And there was no cannibalization of the Whopper in the restaurant, which shows that the people who came were actually new or lapsed customers. And they ended up buying more than just the Whopper for 1 penny.

The ROI for the campaign was 37:1. And we had people seeing Burger King as a modern, savvy, interesting and fun brand.

5 LEARNINGS FROM OUR JOURNEY

Let the idea grow: Whopper Detour was not born as Whopper Detour. Not even the name. The idea was different. But the DNA of Whopper Detour was there. Somewhere. The ability to spot that and nurture the idea was critical for this case. Actually, in most successful cases we’ve developed, that seems to happen. “When a lion is born, it’s very easy to kill it” — Kash Sree used to always say that to me. You need to trust uncertainty and invest in the idea to make it better and better. It takes time. It takes effort. And it takes guts.

Big ideas matter: AI, AR, programmatic, machine learning, etc are all empty buzzwords if you don’t have a big idea. A big idea will eat big budgets, celebrity endorsements and, sometimes, even logic for breakfast. Without big ideas, our industry is boring. Actually, without big ideas, life is kind of boring. So, learn how to spot them and invest to make them happen. Don’t compromise.

The power of fun: This is an idea that had all the ingredients not to work. We asked a lot from the user. Credit card, location, space in their phones, a drive. And we gave a Whopper in return (not even, since they paid 1 cent). But people loved it. And 1.5 million people went for it. Why? Why the hell did that happen? Well, ’cause it was fun. It was fun to do it. It was fun to share it. It was fun to talk about it. Never underestimate the power of fun. It can bend logic.

If it were easy, someone else would have done it: Yes, we had to geofence more than 20,000 restaurants (all BKs plus McD’s in the U.S.). Yes, the app had to work flawlessly (or as close to that as possible). It was a technical nightmare to make everything happen. But we never thought about giving up. It took a year to make this happen. No shortcuts. If it were easy, someone else would have done it already. So BIG THANK-YOU to FCB NY, who believed in us as a client. Big thank-you to our tech team, who worked incredibly hard to make this happen. And big thank-you to all of our other agency partners (especially the tech ones) who helped us make this huge.

Remember the long-term benefits of an idea: We now have the location and credit card info of most of our app users. We can do a much better job in terms of CRM. We can do things such as send push notifications when a BK app user is getting close to a McD’s (’cause we did all the heavy lifting as part of Whopper Detour). In fact, our assumption is that the 1.5M downloads of Whopper Detour alone will trigger around USD $15M in revenue during the first 12 months of the project. So, despite the fact that the promo lasted for just nine days, the long-term impact of the project is truly significant.

Whopper Detour is one of my favorite Burger King ideas ever. It took us about a year to make. The idea came to us from FCB New York, and evolved a lot over time (a characteristic we see in all of our best campaigns). It involved a large team to pull it off, including our technology team and key tech partners. We basically had to recode our newly updated mobile app with mobile order and payment to now also work well and consistently with geofencing. In fact, to make this idea work we had to geofence all of our restaurants in the United States (more than 7,000) and all of the McDonald’s restaurants (more than 14,000). Plus, make it reliable! Can you imagine the amount of time and pressure to make this happen? But it paid off. Big-time.

We are investing a lot to improve our guest services at Burger King and technology has a key role in this. After all, mobile has grown to be a vital player in the QSR space, poised to be a $38 billion industry by next year (Source: QSR Magazine, Sep 2017). But, mobile order and payment isn’t new to people, nor is geofencing. So, to get people to actually care about our BK app is a testament to the beauty of this campaign, which started with a very simple PR headline: “You will be able to order a Whopper for 1 penny at McDonald’s.” Wait, what? That’s kind of a mindf**k. A Whopper at McDonald’s? That’s the exact opposite of what most direct marketing campaigns aim to achieve (you are asking people to go to your competitor before coming to you!). That’s turning brand experience upside down. And that’s showing how technology plus creativity can open new doors for brands and businesses. And while it is admittedly a bit crazy, that tends to be an ingredient in all our best ideas.

The objective of this article is to share a bit of our journey making Whopper Detour happen. By doing so, we aim to showcase the power of teamwork and creativity to drive brand and business results.

THE EXTRA MILE

It was beginning of September, back in 2017. FCB NY and Waze (their partner) reached out to us to share an idea. The starting point/insight revolved around the fact that Burger King has significantly fewer restaurant locations than McDonald’s. And since, in the U.S., most of the revenue comes from drive-thru, it’s fair to say that, quite often, BK fans have to drive longer distances to get their flame-grilled Whopper sandwiches. So, the idea was to reward these folks who are going “the extra mile” to enjoy Burger King, literally earning a discount for passing McDonald’s on their way.

No alt text provided for this image

Image 1. A simple demonstration of how the idea could work.

The presentation was pretty complete, with an overview on how to expand on the idea at different touch points, ranging from social media to out-of-home. The idea was presented as an idea that would trigger headlines and conversations, both highly desirable outcomes in all of our successful Burger King campaigns.

No alt text provided for this image

Image 2. Examples of social media amplification, out-of-home and potential headlines.

At the time, we thought there was something really interesting around the idea. We never played with geo-location before and a partnership with Waze sounded like a cool thing to do. Also, despite the fact that drive-thru is indeed our most important channel, we haven’t really done any drive-thru ideas in the recent past.

With that said, when comparing the “voltage” of the idea with other ideas in our pipeline, we felt that there were other things that had the potential to drive stronger talkability and PR. So, we decided to provide feedback, which was pretty much like: “There is something here that we like. Let’s keep working on it.”

“LET’S KEEP WORKING ON IT”

I think that if I were a creative working at an agency, “let’s keep working on it” would be one of the phrases that would scare me the most. What does that mean? Does the client really like it? Or are they just killing us softly? I think that “let’s keep working on it” probably means the end. Well, not in this case.

One thing we’ve learned in the work we do at Burger King is that many times we hit the right territory, but the idea is not quite right yet. In fact, I can think of many territories that took us more than a year to connect to the right idea. And in some cases, even more than that (or never at all). We don’t have an issue shooting an idea dead if we don’t think it has legs. So, when we say “let’s keep working on it,” we mean it. But neither FCB NY nor Waze had worked with us before. And I am sure that there was uncertainty about a potential positive outcome coming out of this.

Believe it or not, FCB NY continued to work on it. The talented team lead by Ari Halper and Gabriel Schimitt kept thinking, playing and polishing the idea. I guess they believed in it so much that they glanced over the uncertainty and kept pushing. So, around mid-November (2-3 months after the first presentation), we got an email from Gabriel saying that “they changed something on the idea and now it was waaaaaaaay better” (that’s how Gabriel speaks when he believes in something). I had a meeting in NY during that week, so I decided to stop by at FCB NY and take a look at that “waaaaaaaay better” version of the idea.

So, the new version of the idea was called “The Secret Whopper.” The insight of the idea was pretty much the same. The first page of the presentation said:

“Burger King has significantly fewer stores than McDonald’s, so we’re not always the closest option. How do we turn fewer stores into an opportunity and reward drivers willing to go the extra mile for a better burger? By turning our competitor’s stores into ours.”

That was the genesis of “The Secret Whopper: A special Whopper available only at McDonald’s.” Wait. What? Yes, that’s what they proposed. And we loved it.

FCB NY also suggested a simple flow for the idea using our BK Mobile App.

No alt text provided for this image

Image 3. BK mobile app flow for “The Secret Whopper” idea.

The agency also presented a series of additional assets to help bring the idea to life.

No alt text provided for this image

Image 4. Example of a potential billboard execution for “The Secret Whopper” idea.

The idea clearly evolved a lot. And the agency managed to tap into something that was very important for the brand: The mobile app. Remember that originally this was an idea that would happen mostly on the Waze platform.

At Burger King, we are investing a lot behind technology to improve guest services. And the mobile app is a key pillar in our strategy. If you think about fast-food restaurants, most of them have tended to leverage the same technology, and layout, for decades. The drive-thru, for instance, is kind of the same as it has always been (always a bit of a struggle to get that order taken the right way). For years the category failed to evolve much with technology (especially the burger chains). But recently, we have seen an acceleration behind initiatives around self-ordering kiosks, mobile apps, etc. The importance of technology among all fast-food players increased in the recent past and that’s no different at BK.

Back in November 2017, our Burger King app was basically a coupon app. Oh, we also had a store locator (d’oh!). But we had ambitious plans. We were working to develop mobile order and payment. That was a big deal for Burger King. It is really hard to code everything and make sure the app is integrated with our different point-of-sales systems (believe me, that’s a nightmare!). We wanted the app to work with geo-location, which would allow for small variations in price and menu for different restaurants, among others. A really big deal for Burger King. Yes. For Burger King. ’Cause mobile order and payment is obviously not new. Even the guy who sells coffee next to my building in Miami has it. Kind of everyone had it. So, this was a big deal for us. Not such a big deal for the industry. That’s why the challenge was to come up with a big, creative idea to make people care/share and get earned media at the relaunch.

So, here was FCB NY, bringing an amazing idea to relaunch our mobile order and payment capabilities. We had only one piece of feedback: We didn’t think it should be a “Secret Whopper.” Instead, we recommended it be the regular Whopper. Why? Because our regular Whopper is our most iconic product and to sell that at McDonald’s would be the biggest WTF moment. No need for a special build.

We also thought that the headline “You will be able to order a Whopper for 1 penny at McDonald’s” would be a bigger mindf*ck and, thus, potentially get more earned media and talkability than if we were saying “Secret Whopper.” And that’s when the name of the idea changed to become “Whopper Detour.”

MAKING IT HAPPEN

I still remember when FCB NY sent us a “happy birthday, Whopper Detour” via email in September 2018. Yes, it took us a year to develop the idea. As I mentioned earlier, we had to recode our mobile app with order/payment, plus geofencing on a massive scale, and then ensure it all worked flawlessly in just one year. Most people would have given up. We didn’t. We kept saying to ourselves: “If it were easy, someone else would have done it already. It’s a good thing this is freaking hard.”

Close to launch, the team developed a really cool film where our actors went to real McDonald’s restaurants in NY and tried explain to McDonald’s crew members at the drive-thru that they were there to get a Whopper for 1 cent.

No alt text provided for this image

Image 5. Image presented as part of Jonathan Klein’s visual treatment.

The film was shot by the very talented Jonathan Klein. We fell in love with his treatment. He simply got the tone of the brand and understood all the nuances.

“It’s important to stress that we are not making fun of the McDonald’s employees at all. Our actors asking about their Whopper orders from the BK App are delusional. Delusional people are funny. Delusional people ordering a Whopper at McDonald’s, compounded by the confusion of the McDonald’s employees, are hysterical.”

Our legal team was an intrinsic part of the development of this idea. In fact, that’s always the case. And we found a way to film this without necessarily asking for permission from our main competitor. The film had to be developed in NY for legal reasons; we would need to blur the faces of McDonald’s crew members and alter their voices a bit so they were not recognizable. On top of using the hidden cameras in the cars, we also filmed wide shots with lenses that allowed us to capture footage from a distance. As in any production that tries to capture reality, it started out messy and then got better and better. That’s normal. And we were patient. In the end, we ended up with an amazing (and very funny) film.

No alt text provided for this image

Image 6. Our brave crew shooting in NY.

On top of the film we created for PR and social media purposes, we ran a series of mobile out-of-home units with the objective of providing photo opportunities for bystanders. The UGC pictures quickly spread online.

No alt text provided for this image

Image 7. Our mobile out-of-home units driving around the U.S.

Another one of our favorite pieces was the print execution “Billions Swerved.” We all found it too funny not to deploy it. So… we had to make it happen. This is the type of execution that, despite leveraging traditional media, ends up getting a boatload of traction in social.

No alt text provided for this image

Image 8. The print ad we ran to help trigger earned media and talkability.

On top of FCB NY (who helped us with the campaign and UX), we had a pretty complete tech stack to launch Whopper Detour:

Tillster: Worked with our tech team coding the BK app (incl. mobile order and payment).

mParticle: CDP used to orchestrate data between the BK app and other CRM partners.

Radar: Geofencing used for unlocking, allowing us to tag all McD’s in the USA.

Braze: CRM vendor used to send push, e-mail and in-app messages.

Branch: Linking platform used to make it easier to get to BK App.

Amplitude: Analytics tool used to calculate redemptions, measure behavior and target mgs.

THE RESULTS

The world ended up talking about this campaign. We reached 3.5 billion impressions (billion with a “B”) with an equivalent USD $40 million in earned media (Source: Cision and ABMC). All without a significant media investment. We only did some guerrilla marketing (out-of-home), a handful of print ads and invested a tiny bit in digital (to push the film). We didn’t have TV, radio, social media influencers or others. The investment was really minimal because we knew the idea would take off by itself.

Case in point: To kick things off, FCB wrote a single tweet, “brb going to McDonald’s” — which came out about an hour before the campaign went live. That tweet alone racked up 65k likes in a matter of hours and led to an 818% increase in Twitter mentions.

We got more than 1.5 million people to download the BK App in the U.S. during the promotion (a 37.5% increase in only nine days), and more than a half-million redemptions of our promo (more than 40x redemptions versus our previous historical record for a digital coupon promo). And it continues to be the gift that keeps on giving, because in the months that followed the promotion, we are now up by 4.5 million downloads. All figures are sourced from Internal BK Data.

This direct, e-commerce, PR, integrated campaign propelled our BK App to become the #1 app in the Apple Store and Google Play Store (starting from #686 in the Apple Store and #464 on Google Play – Source: App Annie; beating out the likes of Facebook, Twitter, Instagram and YouTube). The BK App remained #1 in Food & Drink (our category) for more than 10 days on both platforms.

This idea was indeed a game changer for Burger King. Despite the fact that the Whopper sandwiches were going for only 1 penny, the total sales value sold through the mobile app increased by 3x during the promotion. And even after the promotion, we continued to sell through our mobile app 2x what we used to sell before the promotion. Whopper Detour users alone will spend around $15 million more per year on the BK mobile app. Yes, Whopper Detour put our mobile app on the map, made people engage with it, and now they continue to use it. Source: BK Internal Data.

Some skeptical people tend to challenge some of these sales results, arguing that we were selling Whopper sandwiches for a penny. But I am not talking about units sold. I am talking about total sales value. Even though we sold some Whopper sandwiches for 1 cent, the engagement was so high that people ended up buying a lot more. That’s why the business results were so strong.

The reality is that we tried giving away products to people who used our mobile app before. So have Wendy’s, McDonald’s, Chick-fil-A and others. That’s the obvious thing to do when you want people to download your app. But have you ever heard about any of those promotions? No, right? You know why? ’Cause no one cares. To make people care you need a BIG IDEA. An idea that plays with people’s imagination, an idea that is fun and connects people to the brand. Nothing was as powerful as Whopper Detour. And that is the true value of a creative idea.

No alt text provided for this image

Image 9. Download the app and get free food (Wendy’s, McD, Chick-fil-A).

Think about that. We asked people to download the BK app, add their credit card info, enable geo-location, drive to a McDonald’s, order from there and drive back to a Burger King to pick up the order. And they did it. It’s the opposite of what any direct marketing campaign has ever done. It’s experiential upside down. It’s a promo that, in theory, has all the ingredients not to work. But it did.

Perhaps most important, this activation drove people to our restaurants. By inviting people to drive to our main competitor to get a crazy discount, we triggered the highest weekly traffic increase (traffic = number of people coming to our restaurants) since mid-2015 (Source: Internal BK Data). Can you believe that? We asked people to go to McDonald’s and we triggered the highest increase in visits to BK in the past 4.5 years (!!!). And there was no cannibalization of the Whopper in the restaurant, which shows that the people who came were actually new or lapsed customers. And they ended up buying more than just the Whopper for 1 penny.

The ROI for the campaign was 37:1. And we had people seeing Burger King as a modern, savvy, interesting and fun brand.

5 LEARNINGS FROM OUR JOURNEY

Let the idea grow: Whopper Detour was not born as Whopper Detour. Not even the name. The idea was different. But the DNA of Whopper Detour was there. Somewhere. The ability to spot that and nurture the idea was critical for this case. Actually, in most successful cases we’ve developed, that seems to happen. “When a lion is born, it’s very easy to kill it” — Kash Sree used to always say that to me. You need to trust uncertainty and invest in the idea to make it better and better. It takes time. It takes effort. And it takes guts.

Big ideas matter: AI, AR, programmatic, machine learning, etc are all empty buzzwords if you don’t have a big idea. A big idea will eat big budgets, celebrity endorsements and, sometimes, even logic for breakfast. Without big ideas, our industry is boring. Actually, without big ideas, life is kind of boring. So, learn how to spot them and invest to make them happen. Don’t compromise.

The power of fun: This is an idea that had all the ingredients not to work. We asked a lot from the user. Credit card, location, space in their phones, a drive. And we gave a Whopper in return (not even, since they paid 1 cent). But people loved it. And 1.5 million people went for it. Why? Why the hell did that happen? Well, ’cause it was fun. It was fun to do it. It was fun to share it. It was fun to talk about it. Never underestimate the power of fun. It can bend logic.

If it were easy, someone else would have done it: Yes, we had to geofence more than 20,000 restaurants (all BKs plus McD’s in the U.S.). Yes, the app had to work flawlessly (or as close to that as possible). It was a technical nightmare to make everything happen. But we never thought about giving up. It took a year to make this happen. No shortcuts. If it were easy, someone else would have done it already. So BIG THANK-YOU to FCB NY, who believed in us as a client. Big thank-you to our tech team, who worked incredibly hard to make this happen. And big thank-you to all of our other agency partners (especially the tech ones) who helped us make this huge.

Remember the long-term benefits of an idea: We now have the location and credit card info of most of our app users. We can do a much better job in terms of CRM. We can do things such as send push notifications when a BK app user is getting close to a McD’s (’cause we did all the heavy lifting as part of Whopper Detour). In fact, our assumption is that the 1.5M downloads of Whopper Detour alone will trigger around USD $15M in revenue during the first 12 months of the project. So, despite the fact that the promo lasted for just nine days, the long-term impact of the project is truly significant.

 

Original Sourcehttps://www.linkedin.com/pulse/where-detour-really-going-fernando-machado/

 

Jaime Monteymayor, CEO, DosDos Technologies & Former Global CIO at Pepsico

The Millennium Alliance is thrilled to announce Jaime Monteymayor, CEO at DosDos Technologies & Former Global CIO at Pepsico as the Keynote Speaker at the Digital Enterprise Transformation West assembly taking place from August 22-23 at the Green Valley Ranch in Las Vegas.

About Jaime Montemayor: 

Jaime Montemayor is the Founder and CEO of DosDos Technologies, an emerging consulting and services company focused on accelerating Digital Transformation (DX) for companies with high legacy debt.

Prior to this appointment, Montemayor had a 21 year progressive Global CIO career at PepsiCo from a small International Business Unit to SVP and CIO of PepsiCo Americas Foods, their largest ($22.7 Billion) and most profitable Sector. During his time at PepsiCo, Montemayor lead major Information Technology and Digital enabled transformation efforts globally while championing diversity and inclusion serving as executive sponsor of PepsiCo’s Adelante and Women of Color Alliance employee resource groups. Within PepsiCo, Montemayor served also as SVP and CIO for PepsiCo’s Digital Innovation, Data and Analytics leading a major effort to drive emerging digital capabilities globally. He also led PepsiCo’s North America Transformation, responsible for the delivery of common SAP and Data solutions for Quaker, Tropicana and Pepsi-Cola North America. Before those appointments, Montemayor served as CIO for PepsiCo International and Frito-Lay International. Montemayor joined PepsiCo in 1995 as CIO for PepsiCo’s Gamesa business, Mexico’s largest cookie and biscuit company.

Before joining PepsiCo, Montemayor was a principal with Booz Allen & Hamilton and a technical director
with Oracle Corp. in Europe and Latin America. Montemayor received a B.S. in Computer Systems degree from Tecnologico y de Estudios Superiores de Monterrey in Mexico and his Master’s degree in Computer Science from Stanford University. Montemayor also serves on the Board of Trustees at Northwestern Mutual.

Jaime Montemayor is married to Maria and has three wonderful children Jaime, Angela and Alejandro.

About Digital Transformation West

The Millennium Alliance is thrilled that you’re interested in Digital Enterprise Transformation West Coast in August 2019.

As more and more businesses look to digital technology and strategies to transform their business, CIOs know that data and information technology have never been more important. Understanding the convergence of mobile, social, and cloud is the first critical step for organizations looking to create opportunities and stay ahead of the competition.

Join us in Las Vegas for a series of executive education roundtables, keynote presentations, collaborative think tanks, educational workshops, and networking sessions will offer industry-specific topics and trends to ensure your company maintains its competitive advantage.

Are you interested in becoming a sponsor for this event? Click here today to learn more >>

Are you interested in attending this event? Inquire here today to find out if you qualify for Millennium Membership >>

The Health Care System’s Dramatic Modernization Moment

This blog post was Written by Julie Barnes of Maverick Health Policy

Not so long ago, people had to go into a physical bank to have access to their money or go to a bookstore to buy books, but now these and so many other daily transactions happen through apps on a “smart” phone. The health care system is about to have its own dramatic modernization moment.

As part of its overall value-based care initiatives, HHS is seeking to improve health care quality and lower costs by empowering individuals with easy access to and portability of their electronic health information.

In February, CMS and the Office of the National Coordinator for Health Information Technology issued two proposed rules that will require health plans to give their enrollees free and relatively immediate electronic access to their personal health information.

CMS is proposing to require Medicare Advantage plans, Medicaid and CHIP managed care plans, and QHP issuers in federal exchanges to implement openly published FHIR-based APIs to make claims data and other personal health information available to patients through third-party applications. ONC’s proposed rule applies to providers, its E.H.R. vendors, and health information networks and exchanges, addressing many 21st Century Cures mandates on Health IT certification, interoperability, and information blocking activities.

Both proposed rules create substantial new requirements for health plans, providers and health IT developers and will necessitate organization-wide review and feedback to not only articulate concerns but to begin to develop a compliance plan.

A quick snapshot of the CMS Proposed Rule:

WHAT IS CMS PROPOSING?
For health plans to make a variety of health data accessible to enrollees, including claims, provider directories, lab results, and drug benefit data, and to participate in a Trusted Exchange Network (see definition below).

WHEN ARE COMMENTS DUE?
CMS will accept comments until June 3, 2019.

WHEN WILL THE RULE BE FINALIZED?
There is no set date for final rule publication, but it seems likely that some or all of this proposed rule will be finalized soon after comments are reviewed (~September 2019).

WHAT DO PLANS HAVE TO DO?
(Remember, this only applies to plans that contract with the federal government, like Medicare Advantage, Medicaid managed care and FFE plans, but CMS is encouraging voluntary adoption by the entire health insurance industry)

  1. USE APIs.

Plans need to use an open API (application programming interface) to make specific data accessible to enrollees. An API permits third-party applications to retrieve data with the approval and at the direction of an individual MA enrollee. Under HIPAA, individuals can exercise their right of access to their protected health information and plans are not responsible for determining the worthiness of the third party as a recipient of PHI.

  1. SEND ELECTRONIC DATA TO ENROLLEES.

Health plans must make the following specific data accessible to enrollees:

  • Claims and Encounters: adjudicated claims (approved or denied), encounters with capitated providers, provider remittances, enrollee cost-sharing, and all clinical data including laboratory results managed by the payer. Plans will have one business day upon claim processing or data receipt to make this data accessible to enrollees.
  • Provider Directories: plan networks of contracted providers, including providers’ names, addresses, phone numbers, and specialties. Plans would be required to update the information available no later than 30 calendar days after changes are made or the entity receives the updated information.
  • Pharmacy Directories and Formularies: MA organizations offering Part D plans must also offer the number, mix, and addresses of pharmacies in their network and information about covered outpatient drugs and preferred drug lists.
  1. JOIN A TRUSTED EXCHANGE NETWORK.

Plans must participate in a trusted exchange network, effective beginning January 1, 2020. The point of a trusted exchange network is to allow for broader interoperability beyond one health system or point to point connections among payers, patients, and providers. These networks establish rules of the road for interoperability and allow for scaling interoperability across multiple participants, including several federal agencies, EHR vendors, retail pharmacy chains, large provider associations, and others.

WHEN MUST PLANS COMPLY WITH THESE RULES?

The proposed compliance date is January 1, 2020, but is expected to be extended.

WHO SHOULD REVIEW THESE RULES?

  • Your legal/regulatory/ policy team, particularly privacy and security compliance experts.
  • Your technology and information teams, and anyone else who is familiar with the requirements for FHIR, OAuth, OpenID Connect Core standards, ONC’s certification criteria for APIs, and USCDI standards.
  • Your provider network team, because the quick turnaround on making this data available will require cooperative agreements with providers and other partners.
  • Your business operational teams who oversee claims and encounter data, EOBs, provider directories, and other enrollee data.
  • If you are a MA Part D plan, your pharmacy team or whoever oversees your drug benefit data, pharmacy directories information, and formularies.

A fact sheet on the proposed rule can be found on the CMS website here.

Please contact Julie Barnes at julie.barnes@maverickhealthpolicy.com with comments or questions.