Case study · Healthcare

One social dashboard that helped a health system cut digital media waste

How Trellist, managing social channels for a California health care operator since 2018, defined core KPIs and combined organic and paid measurement into one regular readout that helped stakeholders cut digital media waste.

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Client: California health care operator
Industry: Healthcare
Services: Revenue & Marketing Operations Campaign Operations Infrastructure Engineering Dashboarding Customer Intelligence & Data

The challenge

Our client ran an active social media program with both organic and paid activity. Results lived in separate platforms and reports, so stakeholders never saw the full picture in one place.

Without an agreed set of KPIs, it was hard to judge what was working and even harder to decide where to stop spending.

What we did

As the client's channel management partner since 2018, Trellist brought structure to how the social program is measured and reported.

A core set of KPIs. We worked with the client to define the metrics that matter most for its social media program.
Organic and paid in one view. Trellist aggregated organic and paid media measurement into a single dashboard and readout.
A regular cadence. The readout arrives on a steady schedule, so stakeholders review performance as a habit.
Insights that drive decisions. Critical data insights helped stakeholders spot and eliminate digital media waste.