Blue Button 2.0 API – Journey Maps to Inform Analytics

My role

Research lead, working within a cross-functional product team.

Activities

  • Journey mapping
  • Analytics strategy
  • Research strategy
  • Workshop facilitation

The Blue Button 2.0 API allows Medicare enrollees to make use of their data

Blue Button 2.0 (BB2.0) is an API that enables software developers to build trusted applications, services, and research programs that benefit Medicare enrollees. Once an application integrates with BB2.0, enrollees can authorize the application to access their Medicare data. Common use cases of BB2.0 apps include:

  • Personal health aggregators – enrollees can combine their claims data with health data from other sources and better track their health
  • Insurance plan finders – enrollees can use their claims data to estimate future costs under different plans when shopping for insurance
  • Clinical research studies – enrollees can provide their claims data to a clinical research study
  • Health record sharing – enrollees can share their data with a provider, a new insurance plan, and/or a family member

Our main goal is expanding usage of the API so that more enrollees can benefit from access to their data.

Our current metrics were not helping us make product decisions

We had been tracking a few high-level usage metrics like:

  • Enrollees served
  • Third party applications that integrate with our API
  • Volume of API calls

The problem was that these were all trailing metrics and didn’t provide any guidance on how to get closer to our goals of getting this data into the hands of more enrollees.

How might we get more leading metrics to inform our roadmap?

We brainstormed with the team to gather leading metrics that we could track. We asked, “what might we measure that can inform our roadmap?”

screenshot of virtual sticky notes in a whiteboard tool, with some like "underlying tech stack used by the org" and "analysis of prod apps: categorization and tech use cases that drive the most enrollees? Are they open to everyone or no?"
We got some ideas from a technical perspective, for example: “tech stack used”. And we got some from a user-focused perspective like “which app use cases drive the most enrollees?”

Connecting user journey steps to metrics along the way

With the goal of increased API usage in mind, we looked at the onboarding journeys: for app developers trying to integrate with BB2.0 and for enrollees trying to make use of their data in an app. We borrowed this approach from another API in our ecosystem.

Screenshot of a virtual whiteboard showing a phase of "Discover BB2"; steps of "visit Google Group", "visit other forums", and "discuss with industry peers"; and Metrics (underneath "Visit Google Group") of "Overall views of Google Group posts" and "Highly viewed GG posts"
A section of the onboarding journey map for app developers.

Identifying how these metrics could inform our roadmap

From this, we took it one step further and tied each metric to how it could help inform our roadmap.

Screenshot of a virtual whiteboard. The metric of "Overall views of Google Group posts" is connected to an item labeled "How they could help" of "Estimate our growth trajectory". The metric of "Highly viewed GG posts" is connected to "Tells us what gaps we might have in our documentation site".
Some of these “how they could help” items are about predicting the future. Others are pointing out specific, actionable next steps to address.

Voting on top themes of metrics to track

We brainstormed more ideas of metrics to track than we could reasonably monitor, so we voted as a team on the most useful themes to track.

Screenshot of a virtual whiteboard showing clusters of metrics under three themes of "Behavior on static site", "Discovering BB2", and "Static site engagement". Each of these themes has a number indicating votes on it as a useful theme of metrics to monitor. 

Under "Discovering BB2", there are metrics of "How apps learned about BB2" and "Web search terms that lead to BB2 site visits".
The magenta circles indicate number of votes on each potential theme of metrics to track.

Specifying how to track these metrics

We detailed out how exactly to measure these points. I facilitated another workshop with the team to crowdsource ideas for this.

Screenshot of a virtual whiteboard showing a heading of "How did you learn about BB2.0?" with cards underneath it of "Ask question in prod demo meetings", "(later) add question in a form to customer onboarding process", "Instrument Google Analytics to capture search terms that led to site visits", "Regularly review referrals in Google Analytics", "Regularly review SEO rankings on terms we expect people to search for"

Some of the ways of measuring were qualitative, and some spun off separate research studies to understand them. Others were quantitative and answered in tools like Google Analytics or Amazon Quicksight, where we measure our API usage in detail. This exercise tied together what we are learning from qualitative and quantitative methods.

Establishing a new team ritual

From this, our product owner established a recurring team-wide analytics review meeting, where we use these journey map steps and metrics as a guide and also bring in any other metrics that stand out. We help each other make sense of what we are seeing, what it is telling us, and what actions we might take as a result.

Full journey map documents

Overview screenshot of two journey maps. Links to PDF of full journey maps.
PDF of full journey maps

Research and metrics can feed each other

My manager wrote this on a sticky note to clarify the overarching idea for me, and it may be one of the most elegant sticky note diagrams I’ve ever seen.

Simple diagram showing "Research" with arrow of "what to measure?" pointing to "Metrics". "Metrics" has an arrow of "why are we seeing this?" pointing to Research.
Research can tell us what additional things to measure, adding to the list of metrics. From metrics, we might want to know why we are seeing something, which we answer with research. Hat tip: Elissa Frankle Olinsky