How Engagement Manager Can Be Configured to Meet Your Unique Needs

Finding an aggregate spend system that can be configured to meet their needs is one of the biggest challenges facing compliance officers at life science organizations.

MediSpend Engagement Manager allows users to oversee and manage health care entity (HCE) interactions in real time. Many compliance officers might wonder what is the process for implementing an easy-to-use, intuitive technology such as Engagement Manager. Our staff provides guidance and consultation every step of the way.

In addition to Engagement Manager, MediSpend Transparency Reporting Solution, and MediSpend Insight, customers can get the following services:

  • Consulting services
  • Legal services
  • Implementation

These services are customized first and foremost based on the client’s needs. Once clients have signed on to one of our products, they begin to work with the customer operations team. The journey is not just about compliance with an ever-increasing number of local and global regulations. Nowadays, transparency reporting is also about creating value for the organization.

First Steps

Initially, the customer works with the sales team. But once the sale is made, the salespeople pass the baton to the customer team. At that time, our staff gets a complete debriefing about the contract and the members of the client’s team with whom we’ll be working.

Introductory Meeting

The first meeting includes the sales team, customer team, and the client. At this gathering, we get to know one another and we tie up any loose ends leftover from the initial sale of the product. This is when the customer team takes over developing the relationship. We become the face of MediSpend with clients from that point forward.

Formal Kick-Off Deck

Often, there are gaps between what clients think they have purchased and what the product actually does. We close those gaps in this first official meeting. In addition, we review the scope of the product with the customer and determine how we will manage the project of overseeing their training and use. This is also when we figure out the roles and responsibilities of all parties involved.

We describe the specifics of the product. For example, with Engagement Manager, we might talk about spend sources, customer master users, and security profiles. After a few more meetings, we will deliver the initial project plan with key milestones and deliverables. This is truly where configuration comes into play. We make sure clients can maximize their use of the product based on their unique needs. 

Support and Help

Through it all, we provide support via a ticketing system, which is run by Zendesk and overseen by members of the customer team. Clients can submit tickets at times that are convenient to them regardless of time zone. The tickets are quickly assessed and prioritized. The team is certain to address high priority tickets as soon as possible.

Compliance Gets Rid of Its Bad Rep

Lots of times clients tell us about how tedious it is to execute transparency reporting. We understand. It can get in the way of the life science organization’s true goals of creating medicines and medical devices that enhance quality of life and save lives. However, products, such as Engagement Manager, can make the process seamless and less time consuming.

In addition to minimizing risk, all this data about spend is coming together in a single platform. A product, such as MediSpend Insight, can then make sense of the data and deliver it back to customers for analysis and strategic planning. In that way, compliance solutions are adding value to business far beyond their original intent of minimizing risk.

This is the fourth in a five-part series. We’ll be unpacking more details about Engagement Manager in forthcoming blogs. Up next, a closer look at how organizations have used Engagement Manager to improve their processes. For more information, or to request a demo, visit

Suj Patel

Vice President of Global Operations, MediSpend

Posted on Sep 28, 2018 10:00:00 AM

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