Portfolio academy and eDetail aid
- eDetail aids
- HCP Engagement

Challenge
Our client at a large biopharma company required a cohesive, centralized training program covering an entire portfolio of products, that would later be localized to the growing emerging markets around the world. Prior to this, training was performed on a product-by-product basis using separate training modules.
Our client also required an eDetail aid containing information about the whole portfolio of products. This piece would be used by sales reps in conversations with healthcare professionals (HCPs). Prior to this cohesive piece, reps were using multiple separate eDetail aids in sales conversations with HCPs, which made it difficult to navigate the conversation from product to product.
Solution
For the training program, a comprehensive review of the literature unveiled critical insights into product positioning and differentiation, as well as the competitive landscape. Interactive PDF eBooks accompanied by gamified knowledge assessments were created to boost learner engagement and knowledge retention.
For the eDetail Aid, we performed a thorough review of existing product information and summarized key efficacy and safety information using eye-catching visuals. It was delivered as an interactive PDF with clean lines and ample white space to allow for easy localization and translation.
Impact
The training program was released on a dedicated internal website, and internal feedback has been very positive. The eDetail aid exceeded expectations of the client project team. Both sets of assets were localized to many markets around the world and are being successfully used.
The eDetail aid was well-designed, visually appealing, and packed with relevant information that is easy to understand and communicate to HCPs, such as each product’s value proposition, clinical data, and competitive advantages. This has led to a great improvement in interactions with HCPs, and enabled reps to have more engaging, informative, and productive conversations with their customers.
How we work with clients
Total collaboration
We get to know you and the best way to work seamlessly together, as one team.
Deep expertise
We draw from 30 years of experience and the latest research to bring you smart ways to exceed your goals.
Strong project management
You can rest easy knowing that we take care of the details.
What do our clients say?
It was a pleasure working with the Metrix team, from start to finish.
They took the time up front understand the needs to the organization and it was evident in the finished product. The Team was incredible professional, patient, detail oriented, and agile, all while maintaining the necessary timeline.
It was a pleasure working with the Metrix team, from start to finish.
They took the time up front understand the needs to the organization and it was evident in the finished product. The Team was incredible professional, patient, detail oriented, and agile, all while maintaining the necessary timeline.
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