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RECASTING THE ROLE OF BIG (OR LITTLE) DATA: 
OPTIMIZING REVENUE AND 
RESOURCES BY TRIGGERING 
UNIQUE INSIGHTS 
A White Paper Series by: 
Susan Bennett & Barry Hix
Recasting the Role of Big (or Little) Data: 
Optimizing Revenue and Resources by Triggering Unique Insights An Introduction to a Whitepaper Series 2 
Table of Contents 
INTRODUCTION TO A WHITEPAPER SERIES......................................................... 2 
THE JOURNEY TO CONTEXT..................................................................................................2 
BIG DATA OR LITTLE DATA CAN LEAD TO UNRELIABLE OR MEANINGLESS RESULTS.......... 3 
DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS.................................... 7 
DO PAY ATTENTION TO THE MAN BEHIND THE CURTAIN!.................................................7 
BEWARE OF THE DISEMBODIED VOICE OF BIG DATA..........................................................8 
WHY IS AN UNDERSTANDING OF POSSIBLE CAUSES AND EFFECTS REQUIRED? ............10 
THE NEED FOR VISIBILITY: MORE ON MENTAL MODELS .................................................10 
THE TRANSPARENCY OF MENTAL MODELS IS CRITICAL FOR MARKETING......................11 
BARRIERS TO LEARNING....................................................................................................14 
CONCLUSION.....................................................................................................................14 
ABOUT THE AUTHORS........................................................................................................16 
ABOUT THE EDITORS..........................................................................................................16 
GLOSSARY OF TERMS.........................................................................................................17 
REFERENCES.......................................................................................................................18 
Copyright © 2014 Accelerated Vision Group, LLC and The Hix Group
Recasting the Role of Big (or Little) Data: 
Optimizing Revenue and Resources by Triggering Unique Insights An Introduction to a Whitepaper Series 3 
INTRODUCTION TO A WHITEPAPER 
SERIES 
Accelerated Vision invites you to join us in our 
quest to deliver on the promise of Big Data. 
Our team is producing a set of white papers and 
blogs aimed at answering these questions: 
• How do we use Big (or Little) Data to answer 
the questions we care about? 
• What assumptions in our healthcare or life 
science organization need to change before 
“Big Data” or “Little Data” can be a reliable 
source of power? 
With this series of papers, we invite you to 
engage in a meaningful dialog about Big Data 
and, more importantly, the path to arriving at 
unique and compelling insights using Big Data. 
THE JOURNEY TO CONTEXT 
About 20 years ago, I (Susan) was working for a 
multinational oil services company as a wireline 
field engineer. We would drive hundreds of 
miles with our truck and crew to a remote rig. 
And then we would spend hours and sometimes 
days lowering tools into wells recently drilled. 
These tools were connected with a wire into a 
sophisticated computer system in a truck, to 
take measurements along the wellbore. Our 
management was very good at collecting data 
related to safety. We had units in our car that 
tracked how we drove. We filed reports about 
near misses related to our safety en-route and at 
the rig. 
As I looked at this information, it appeared to 
be trending towards a major accident. I thought 
someone was going to be seriously injured or 
perhaps die. Ultimately, I left the organization 
because I did not want to be that person. 
A friend of mine called shortly thereafter. 
She said “I heard you quit. Should I quit?” 
“If you can hold out until you’re fully vested, that’s 
great. But it’s not worth your life.” I replied. 
About 3 months later she died. She wasn’t wearing 
her seat-belt and had rolled her vehicle coming 
back from the oil rig. 
The data didn’t say “someone is going to die”. That 
was my interpretation: I produced a “connection-of- 
the-dots”, which became an actionable insight 
that helped me to quit. But I recognized later 
that my own fatigue and assumptions were some 
of the “dots” that led me to an action (quitting) 
not necessarily warranted by just looking at the 
company data. I could also see the toll on my 
body that commitment to my obligations was 
taking. 
Since then I have been on a quest for meaning 
about this situation: how do I look at data and the 
assumptions and beliefs behind its interpretation 
to produce reliable and meaningful action to 
prevent costly losses? This quest has matured over 
time. It began with acquiring knowledge about 
various data mining techniques. It graduated into 
the world of machine-to-machine data, linguistics, 
economics, psychology, and the modeling of 
complex systems. Ultimately, my quest led me
Recasting the Role of Big (or Little) Data: 
Optimizing Revenue and Resources by Triggering Unique Insights An Introduction to a Whitepaper Series 4 
into designing and selling services that enabled 
a diverse group of multinational corporations 
to decrease risk and costs while increasing 
productivity. 
Then along came “Big Data”. 
BIG DATA OR LITTLE DATA CAN LEAD TO 
UNRELIABLE OR MEANINGLESS RESULTS 
Big Data market leaders describe it across 
several dimensions1 : 
• Volume 
• Variety (e.g., structured, unstructured, 
photos, videos) 
• Velocity (i.e., massive data flow) 
• Veracity (i.e., biases or noise) 
• Validity (i.e., correctness or accuracy for 
intended use) 
• Volatility (i.e., timeframes for data validity 
and data storage). 
But ‘Little Data’ has an overlapping set of 
challenges: 
• Variety 
• Veracity 
• Validity 
• Volatility 
And in complex systems2 , such as our bodies, 
institutions or the entire medical system, both 
big and little data can have a lot of variables: 
elements or features of the problem that can 
change over time or across other dimensions 
(e.g., location). 
In healthcare, we’re often dealing with ‘Little 
Data’: we might have a sample set of 50 
patients but an enormous number of real-world 
variables (e.g., psychology, diet, social 
groups, education, economics, environmental 
exposures, etc.) to consider across that group. 
If we do not select the most important 
variables for answering our question over 
the relevant horizon of time, our data (or lack 
thereof) can lead to unreliable or meaningless 
interpretations. For instance, calcium 
depletion for a woman at age 60 has different 
implications than for a male 17 years of age. 
More importantly, not selecting the most 
important variables of the complex system 
over the relevant horizon of time produces 
unreliable results that can lead to dangerous 
situations. It seems to us when managing 
Big Data (or Little Data) that there is a general 
disrespect for the limitations and constraints of 
our humanity and our models, which can lead 
to a loss of businesses and lives. It scares us. 
For instance, look at AIG, which went bankrupt 
during the liquidity crisis of 2008. In a Harvard 
University paper called “The Credit Rating 
Crisis”, the authors discuss the mistakes 
that were embedded in AIG models3 . Many 
relationships and feedback mechanisms in 
the economy were unaccounted for in these 
statistically based models – including the use 
of the models themselves – culminating in the 
financial crisis of 2008. These relationships 
included government policies, overvaluation of 
bundled sub-prime mortgages, questionable 
trading practices, compensation structures, 
and lack of capital holdings from banks and 
insurance companies4. 
Big Data doesn’t appear to be changing our 
thought process about complex systems. We’ve 
already experienced near misses and major 
accidents by not using Big Data effectively. 
Mishandling Big Data may produce the same 
consequences as putting a nuclear weapon 
1 http://inside-bigdata.com/2013/09/12/beyond-volume-variety-velocity-is-sue- 
big-data-veracity/ 
2 See the Glossary for a definition of this term “complex”. 
3 http://www.nber.org/chapters/c11794.pdf. “The Credit Rating Crisis”, by Efraim 
Benmelech and Jennifer Dlugosz. P.1. Last sourced: January 3, 2013. 
4 http://en.wikipedia.org/wiki/Financial_crisis_of_2007%E2%80%932008
Recasting the Role of Big (or Little) Data: 
Optimizing Revenue and Resources by Triggering Unique Insights An Introduction to a Whitepaper Series 5 
into the hands of a North Korean dictator: an 
unacceptable outcome. The nuclear weapon in 
this case is “Big Data” – a potential threat in the 
wrong hands. And the dictator is any human or 
business with any unchecked blindness to the 
paradigms (assumptions, beliefs) within which 
it operates. We will expand on this theme more 
fully in this paper. 
HOW DO WE HELP BIG DATA PRODUCE 
RELIABLE AND MEANINGFUL RESULTS? 
How do we use Big Data to answer the questions 
we care about? And what assumptions or beliefs 
about data in our organization need to change 
before Big Data can become a reliable source of 
power? (Note: Here and from now on we use Big 
Data generically to include Little Data that has 
lots of variables). 
For example, before the launch of a new drug, 
the brand team cares about gaining insights into 
the answers to the questions below, to mention 
only a few: 
• What is its market potential? 
• What are the barriers or hurdles to adoption? 
Our intention is to share with you some new 
ways of thinking about your data that may help 
you answer these questions and contribute to 
your organization’s competitive advantage. 
We describe one of these new ways of exploring 
data in the first set of blogs and this first white 
paper. They address how humans and their 
background knowledge and assumptions 
produce context: our backgrounds and 
knowledge act as a set of filters for organizing 
the data into meaningful connections and 
producing information from the data, which 
allow problems to be solved or spur effective 
action. Get the context wrong and everything 
else is unreliable. We present the following 
contrarian claims for consideration: 
• “Data speaks for itself” is a false and 
dangerous notion. It can and eventually will 
kill your company5. 
• Context is critical for addressing complex 
problems. 
• A deliberate production of context is 
required. 
Below is an example of how one of Accelerated 
Vision’s subsidiaries produced context to achieve 
surprising and effective business results that 
others could not: 
An ambitious operations group within a Fortune 
100 oil & gas company was working to increase 
oil production from existing wells. They had 
lots of data. And yet after about 10 years+ of 
experience with a certain type of treatment, they 
were about as good as a coin-toss at anticipating 
what wells would produce more oil with the 
treatment. If data speaks for itself, why 
couldn’t they anticipate what wells to treat? 
We first explored this problem and the ways 
that the engineers thought about the problem 
to understand what was fundamental about 
5 See the AIG example in the introduction to the whitepaper series
Recasting the Role of Big (or Little) Data: 
Optimizing Revenue and Resources by Triggering Unique Insights An Introduction to a Whitepaper Series 6 
their thinking. Using the same data set they had 
already, we produced context and a model for 
identifying the wells that would respond to the 
treatment, demonstrating that production could 
be improved with greater than a 30% return-on-investment. 
We didn’t do this by programming the specific 
way the engineers were approaching the 
problem. This would have produced the same 
ineffective results. Instead, we achieved our 
more successful outcome by incorporating the 
fundamentals that are already understood by 
domain experts and by following a methodology 
for solving complex problems based on a 
systems dynamics modeling framework. 
Our methodology includes a structured 
approach for examining and choosing the most 
important variables or influencers of outcomes, 
the application of our intellectual property 
to help both overcome the limitations of and 
leverage human intelligence, and a platform that 
can handle the enormous number of variables 
necessary to describe the context of complex 
systems. 
The data did not speak for itself. We had to 
interpret it. 
WHAT OTHER KNOWLEDGE CAN HELP 
MAKE BIG DATA FULFILL ITS PROMISE? 
Our subsequent white papers and blogs will 
have the following themes: 
• Have you ever considered there may be 
a distinction between complicated and 
complex systems that can help your data 
interpretation? Knowing our proposed 
distinction before you begin your analysis 
may help you avoid poor business decisions. 
• As you examine key variables that may be 
influencing the problem, are you looking 
for frequency or significance? Knowing 
which to look for in what situations can be a 
competitive advantage. 
• How do you anticipate the bend in the 
trend? What’s noise and why do patterns 
matter for fulfilling data collection and 
analysis objectives for your business? 
WE WOULD LIKE TO ACKNOWLEDGE 
THE PEOPLE WHO HELPED US PRODUCE 
THE SERIES. 
First, thank you to the many editors who are 
listed within the papers or blogs. They bring 
multiple perspectives from epidemiology, 
mathematics, chemistry, psychology, systems 
dynamics, etc. . Thank you to Manny Aparicio, 
the Chief Memory Maker and one of the 
founders of Saffron Technology. Saffron has 
a powerful platform that we leverage for our 
solutions. Thank you to Admiral John Poindexter 
for his foresight and assistance in connecting us 
with Saffron. 
And thanks to those of you who will be 
compelled by this series of blogs and papers to 
work with us to find solutions to your business 
challenges and increase your competitive 
advantage in your marketplace. 
Sincerely, 
Susan Bennett & Barry Hix 
Susan Bennett Barry Hix 
Copyright © 2014 Accelerated Vision Group, LLC and The Hix Group
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DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS 
Pay Attention to the Man Behind the Curtain 8 Recasting the Role of Big (or Little) Data: 
Optimizing Revenue and Resources by Triggering Unique Insights 
DATA DOES 
NOT SPEAK FOR 
ITSELF: CONTEXT 
MATTERS 
Pay Attention to the Man Behind the Curtain 
DO PAY ATTENTION TO THE MAN 
BEHIND THE CURTAIN! 
There is a dirty little secret that is slowly 
making its way to the headlines: Big Data’s 
promise is hype. The promise of Big Data is 
that correlations across hundreds of variables 
will provide meaningful information and useful 
insights: you don’t have to understand causation 
or have a narrative about the system under 
investigation. Another way of stating this is that 
“Data speaks for itself.” In fact, it doesn’t. 
A recent article from The Financial Times, “Big 
Data: are we making a big mistake?” (Harford, 
2014), described how in 2009 the Google Flu 
Trends team used online web search queries 
to monitor health-seeking behavior. The team 
found that “…the relative frequency of certain 
search queries is highly correlated with the 
percentage of physician visits in which a patient 
presents influenza-like symptoms”, leading them 
to estimate influenza activity with a reporting lag 
of approximately 1 day. 
It was later discovered, four years after Google’s 
initial declaration of success, that Google’s 
estimates of the spread of flu-like illnesses for 
that year were overstated by almost a factor 
of two compared with information from the 
Centers for Disease Control and Prevention 
(CDC). 
“Data speaks for itself” is a false and 
dangerous notion. If accepted, this assumption 
could lead to business decisions that may 
damage, or possibly kill, your company. Any 
reported finding about data has some – often 
unnamed – process in place that was at some 
point generated from human input. A human 
designed the system to collect the data, a 
human designed its representation, a human 
analyzed it, a human interpreted it and a human 
produced the conclusions and decisions. 
Our decisions are often based on an unknown 
or hidden interpretation of the way we think. 
Figuratively, we call the human and his/her 
unknown or hidden interpretations “The Man 
Behind the Curtain”. And technically, we call 
the human and his/her interpretations “mental 
models”. 
A mental model is a set of assumptions about a 
system, its purposes, the relationships between 
components, and how it operates. A system can 
be physical (e.g. computer), social (e.g. family), 
economic, to name only a few characteristics. 
Every time we capture information from our 
environment and represent it in a computer 
or present it to someone, we operate with a 
set of assumptions about “what is real”. Most 
of the time, the assumptions are not obvious. 
Increasingly, they are revealed through mishaps 
resulting in lawsuits, disasters or deaths of 
people and businesses. These assumptions can
DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS 
Pay Attention to the Man Behind the Curtain 9 Recasting the Role of Big (or Little) Data: 
Optimizing Revenue and Resources by Triggering Unique Insights 
include: 
• Frequency of equipment calibration or 
transmission. 
• What data elements to include and how to 
represent them in a database. 
• What relationships or trends in the data are 
meaningful to resolving the problem. 
• Why any of the assumptions matter. 
Remember the key promise of Big Data – that 
correlations across hundreds of variables will 
provide meaningful information. But there is 
a Man Behind the Curtain holding plenty of 
assumptions collecting the data and making the 
correlations. And that means that Big Data can 
have unanticipated results, making its promise 
unreliable. 
You may remember the story of the Wizard of 
Oz. The Wizard of Oz believed he was the only 
man capable of solving his subjects’ problems. 
When Dorothy and her friends went to see the 
wizard, all they heard was a disembodied voice 
whose pronouncements seemed to be magical. 
But Dorothy and her buddies eventually 
revealed that the Wizard of Oz was not magical 
at all, just a man behind a curtain with his own 
set of assumptions and beliefs. 
The Wizard: “Do not arouse the wrath of 
the great and powerful Oz! I say come back 
tomorrow!” 
Dorothy: “If you are really great and 
powerful, you’ll keep your promises!” 
The Wizard: “Do you presume to criticize 
the great Oz?! Think yourselves lucky that 
I’m giving you audience now instead of 20 
years from now! ” 
The characters begin to notice a man behind the 
curtain. 
The Wizard: “Pay no attention to the man 
behind the curtain!” 
Dorothy: “Who are you?” as she speaks to 
the man behind the curtain. 
The Wizard (the man behind the 
curtain): “Oh, uh... I am the great and 
powerful Wizard of Oz” 
Dorothy: “You are?! I don’t believe you.” 
Wizard: “I’m afraid it’s true, there is no 
other wizard except me.” 
There was no magical Wizard of Oz. There was 
an ordinary man from Nebraska behind the 
curtain. The Wizard of Oz was just the voice of a 
man. And like the Man Behind the Curtain from 
Nebraska, who pretended to be a wizard to solve 
his subjects’ problems, many companies think 
they can solve their clients’ problems, as well 
as their own, through the disembodied voice of 
Big Data. Pretending to be a wizard through Big 
Data has challenged their ability to keep their 
promises, as we shall see next. 
BEWARE OF THE DISEMBODIED VOICE 
OF BIG DATA 
As mentioned at the beginning of this 
introduction, a similar Wizard of Oz situation 
occurred several years ago, when Google – the 
Man behind the Curtain with the assumptions 
and beliefs – pretended to be a wizard. 
The Google Flu Trends team found some 
interesting correlations. Ginsberg concluded 
that “Google web search queries can be used 
to accurately estimate influenza-like illness 
percentages in each of the nine public health 
regions of the United States.” (Ginsberg, 2009). 
Another article supported Google’s results, “…It 
turns out their system tracks the CDC data quite 
nicely.”(Madrigal, 2009). 
It was just a matter of time before we would
DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS 
Pay Attention to the Man Behind the Curtain 10 Recasting the Role of Big (or Little) Data: 
Optimizing Revenue and Resources by Triggering Unique Insights 
“ 
see the incompleteness of their thinking. Big Data 
couldn’t keep its promise. When compared with 
CDC’s information several years later, Google’s 
estimates were overstated by almost a factor of 
two. 
How did this happen? Google used ‘an automated 
method’ of discovery requiring no prior knowledge 
about influenza. Doesn’t this sound magical, as 
if it were coming from a “disembodied voice”. 
Where’s the man behind the curtain with his 
assumptions and beliefs? 
But there were some small caveats in the original 
Ginsberg paper: 
• “… we cannot be certain how search engine 
users will behave in such a scenario”, referring 
to users’ behaviors during pandemic events 
• “… correlations we observe are only 
meaningful across large populations.” 
• “An unusual event, such as a drug recall for 
a popular cold or flu remedy could cause… a 
false alert.” 
So Google did make assumptions. 
By stating “correlations we observe are only 
meaningful across large populations”, Google left 
the impression that their model was “theory-free”, 
according to the Financial Times (Harford, 2014). 
But stating that something is “theory-free” is a 
theory. 
In other words, there was a general failure to 
acknowledge the existence of the Man behind 
the Curtain. There was a theory and Google 
supported it with the following premises: 
• Correlations are meaningful across large 
populations; 
• and the discovered correlations are 
meaningful. 
Nothing we invent as 
humans is ‘theory-free’. 
Nothing. There 
is no magical Wizard 
of Oz. 
The Financial Times article rightly points out 
that the concept that “data speaks for itself” 
is utter nonsense. Numbers do not speak for 
themselves. Ever. When we assume they do, 
mistakes can be made, even costing people 
their lives. Consider the infamous Space Shuttle 
Challenger. If numbers were obvious, then 
the answer to the question “Will the rubber 
O-rings fail catastrophically tomorrow because 
of the cold weather?” would have been an 
obvious “yes”. They had the data, but not the 
proper presentation of it (and perhaps not the 
organizational culture) to interpret it effectively 
(Tufte, 1997).
DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS 
Pay Attention to the Man Behind the Curtain 11 Recasting the Role of Big (or Little) Data: 
Optimizing Revenue and Resources by Triggering Unique Insights 
WHY IS AN UNDERSTANDING OF 
POSSIBLE CAUSES AND EFFECTS 
REQUIRED? 
Behind the “theory-free” label was the 
assumption that we don’t need to know what 
causes what. But we do. 
We do because we tend to assign too much 
weight to the data that is available. Without 
having a base of theory about what causes what, 
we are: 
a) Flummoxed about how to represent the 
data that is available, and 
b) Blinded to what might be missing that 
could affect what we’re seeing. 
When we do have an understanding of possible 
causes and effects, we are then able to make 
assessments about 
what data might 
be missing. An 
understanding of 
possible causes and 
effects is a mental 
model. And even if 
we don’t have an 
understanding of 
possible causes and 
effects, we are still 
using some sort of 
mental model to 
collect and interpret 
the data. 
By not keeping that mental model in constant 
view, we forget it’s there. The data appears 
‘magical’ like a disembodied voice (i.e., the Wizard 
of Oz), and it becomes very difficult to challenge. 
It’s as if the data is the truth as opposed to a 
partial representation and interpretation. And we 
don’t know whose truth it is. 
THE NEED FOR VISIBILITY: MORE ON 
MENTAL MODELS 
A mental model is a construct that is widely 
accepted in psychology and philosophy. Some 
people describe it as a collection of typologies 
for categorizing experience (Sterman, 2000). 
Charlie Munger describes it as a framework for 
gathering, processing and acting on information 
(Munger, 2005). 
For example, up to the early 1980s, the 
focus for helping ameliorate diabetes was on 
carbohydrates. People were told to avoid simple 
carbohydrates and the food that contains them, 
such as sucrose (fruit juice, soft drinks), fructose 
(fruits) and lactose (milk) because the accepted 
mental model was that they rapidly raised blood 
glucose levels. And they were told they could eat 
complex carbohydrates – breads, grains, pasta, 
rice, corn, legumes, potatoes and vegetables - 
because it was believed at the time that these 
types of food didn’t interfere much with blood 
glucose control. 
Then Dr. David Jenkins, professor of nutrition at 
the University of Toronto, Canada, challenged 
the mental model about how our bodies 
absorbed simple carbohydrates and complex 
carbohydrates. As result of his work and 
that of others, we now have the glycemic 
index (GI). And for some simple and complex 
carbohydrates the GI recommendation is 
contrary to the previous thinking regarding “ok” 
foods for diabetics. (Some simple carbs are OK 
and some are not; some complex carbs are OK 
and some are not.) 
Any human behind the curtain indeed holds 
“theories”, hypotheses and assumptions. These 
are their mental models, which are a subset 
of their philosophies. Philosophies undergird 
everything. They undergird every discipline. They 
are simply a narrative about “what is real” and
DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS 
Pay Attention to the Man Behind the Curtain 12 Recasting the Role of Big (or Little) Data: 
Optimizing Revenue and Resources by Triggering Unique Insights 
“what is success”. Behind every technology 
or practice is a human behind the curtain 
with a philosophy that shapes the space for 
your results: it limits and constrains what is 
possible to understand. 
Once we have an 
understanding of 
philosophies and 
mental models and 
have reflected on those 
that could help us, we 
begin to look at the 
data before us very 
differently. If we are wise 
about our assumptions 
or hypotheses, we’ll 
always ask ourselves the 
question “what mental model might I be missing 
that is important to this system”, and “what 
would I ‘see’ if I’m wrong?” 
Mental models always in operation always limit-ing 
and constraining what is possible to under-stand. 
So where are these missing philosophies and 
mental models hiding? They are hiding: 
Inside of the question that you’re asking – what 
problem are we solving? 
• Within the decision made about what data 
to look at 
• Behind the decisions about what features 
to extract from that data. 
The Wizard of Oz is actually an ordinary man 
from Omaha, Nebraska. He lives with us. He’s in 
our interpretations about our consumers, our 
payers, our physicians and he is us. We are the 
Man behind the Curtain. 
The conversation between the Wizard and 
Dorothy’s friends continued after the Wizard’s 
confession: 
Wizard: “I’m afraid it’s true, there is no 
other wizard except me.” 
Scarecrow: “You’re a humbug!” 
Wizard: “I’m afraid so…” 
Dorothy: “You’re a very bad man!” 
But we’re not necessarily bad people. We’re just 
missing an understanding of what it means to 
be human. This is a critical shift in thinking for 
our organizations. To have a bias is not ‘bad’. It 
is human. It is unavoidable. Understanding that 
to have a mental model – biases, assumptions, 
beliefs, interpretations of how the world 
operates - is human, enables us to leverage the 
power of Big Data with humility. 
THE TRANSPARENCY OF MENTAL 
MODELS IS CRITICAL FOR MARKETING 
Marketers especially must make mental models 
transparent and bring them out into the open. 
Why is that? 
1. Because our human capacity to learn from 
the data is located within the mental model 
that was used. When the mental model is 
invisible, we lose our reference point. We 
lose our ability or effectiveness to question 
and interpret the data when the mental 
model is not transparent. 
2. The consequences of non-transparent mental 
models for marketers and their companies 
can be especially dire. Marketing has an 
essential role in a company’s profitability. If 
their interpretations of market research are 
flawed and/or their marketing materials do 
not target or produce the audience that will 
buy a product, the company loses money and 
may eventually go out of business.
DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS 
Pay Attention to the Man Behind the Curtain 13 Recasting the Role of Big (or Little) Data: 
Optimizing Revenue and Resources by Triggering Unique Insights 
How do we “lure” mental models from their 
hiding places? 
1. Seek to understand multiple perspectives 
(mental models) of causes and effects 
Charlie Munger, Warren Buffet’s partner, 
wrote: 
“Just as multiple factors shape almost 
every system, multiple models from a 
variety of disciplines applied with fluency, 
are needed to understand that system.” 
(Munger, 2005) 
2. Keep them in existence for questioning: don’t 
lose visibility of your reference point. 
Let’s say you’re about to launch a medical device 
or a pharmaceutical. There are numerous 
questions to answer, including: 
• What are the physician views of the drug or 
device relative to other methods of managing 
the disease or condition? 
• What are the unmet needs? How do they 
differ by stakeholder (consumer, physician, 
payor, or caregiver)? 
• What are the current standards of care 
for the condition? Which audience is likely 
to encourage disruption of the existing 
standards of care or clinical protocols? 
• What are the active and/or expected 
reimbursement policies for the conditions 
or disease? How will reimbursement for 
competitors or near competitors affect 
reimbursement for the drug or device? 
• What is the “size of the prize” or market 
potential? 
• What are the hurdles to adoption across the 
consumer, payor and physician? 
Every person working on the launch has their 
own set of ‘mental models’. For instance, any 
number of people could speculate about a 
consumer’s response to marketing tactics from 
their own ‘mental models’ or perspectives: 
An Economist … 
… might see the role of incentives –for the 
consumer, for the physician and for the payors 
– to drive product adoption. 
A Literacy or Education Specialist… 
… looking at the same marketing tactics 
might ask questions about the language 
used to describe incentives and how it might 
encourage inappropriate use, something an 
economist would likely overlook. 
A Behavioral Psychologist … 
… might look at the psychology of perceived 
risk and how this might alter physician and 
patient behavior, regardless of the incentives. 
Yet the education specialist might not 
think about risk at all, never mind how it is 
explained. And the economist might not think 
about the effect of perceived risks on the 
‘costs’ from the consumer’s standpoint. 
A Sociologist … 
… might consider patients’ environments and 
the impact of living conditions on patients’ 
ability to take advantage of incentives. This 
objection could tie into that of the behavioral 
psychologist’s, but the educational specialist 
and the economist would likely never 
incorporate this perspective into their mental 
models. 
Be sure you use multiple mental models and 
keep them visible!!
DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS 
Pay Attention to the Man Behind the Curtain 14 Recasting the Role of Big (or Little) Data: 
Optimizing Revenue and Resources by Triggering Unique Insights 
HOW MENTAL MODELS PRODUCE 
CONTEXT 
Context is how people, places, or things (e.g., 
devices, drugs, perceptions of risk, incentives) 
are connected with the problem we’re looking 
to solve or with the question whose answer we 
seek. 
Once we formulate our problem, the question 
you ask is “What are the most important 
variables we must look for in the data?” The 
answer to this question is the context. Context 
includes the variables, “influences” or filters 
that will help us produce the most important 
information and connections for solving our 
problem. 
John Muir was a Scottish-American naturalist. 
Interestingly, he was reported to have taken 
an ‘unusual selection of courses.’ 6 He wrote 
afterwards: 
“When we try to pick out anything by itself, we 
find it hitched to everything else in the universe.” 
(Muir, 1911) 
Not only does data not speak for itself, but WE 
‘shape’ and ‘transform’ it depending on the 
perspective (mental model) that we bring to bear 
on producing the context. 
The mental model drives … 
….what context (e.g., sentiment) 
…. is derived from what sources of data 
(e.g., twitter feeds) 
… to solve the mental model of the 
problem (e.g., hurdles to adoption). 
As we saw when we attempted to anticipate 
consumer response to the use of incentives 
to promote a new drug, the response was 
‘connected’ to the context produced by different 
mental models Incentives, perceived risk, 
language and environments are the context with 
which we select and examine the data for the 
drug launch. 
Context doesn’t ‘appear’ in Big Data. Context is 
produced by the mental models or perspectives 
we bring to the data. 
In collaboration with Dr. Gregory Busse from 
the American University and Medical Content 
Strategist with Global Prairie, Accelerated Vision 
was looking to answer the question, “How do 
multiple FDA Twitter feed channels affect reach 
(the ability for FDA to reach its audience with its 
message)?” 
A young computer science student was working 
with us to classify the twitter feeds using a 
particular data mining approach. He began 
to analyze the twitter feeds based on the 
account information and who was tweeting 
and retweeting. It did not occur to him to 
include the speed of response as a variable, nor 
the complexity of the content from a literacy 
standpoint. Other tools and approaches have to 
produce these contexts from the content. 
For example, the time stamp (e.g., 9:00AM on 
Friday) from a twitter feed can’t be used directly 
to indicate that someone is confused by the 
number of channels an organization is using to 
reach them. We may need to understand how 
much time elapsed between retweets. 
6 http://en.wikipedia.org/wiki/John_Muir
DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS 
Pay Attention to the Man Behind the Curtain 15 Recasting the Role of Big (or Little) Data: 
Optimizing Revenue and Resources by Triggering Unique Insights 
The twitter feed itself isn’t putting up its hand 
and saying “umm… over here… the words 
I’m using are at a PhD level of complexity” or 
“umm… over here… they’re at a grade 8 level of 
complexity”. 
Mental models – known or unknown – shape 
how data is interpreted. They: 
• Impact the questions asked 
• Shape the space for producing the context 
used to explore the data 
BARRIERS TO LEARNING 
One of the biggest barriers to learning is 
realizing that our mental models may be 
incomplete, or missing, or flawed. Learning 
is a feedback process. Single loop learning is 
what most of us engage in: we experience the 
real world, we get feedback about whether or 
not we achieved our objective, we act and we 
experience again. In other words, “we learn to 
reach our current goals in the context of our 
existing mental models” (Sterman, 2000) 
This means improvement is restricted. 
We’re driven by the gap in performance 
without questioning the model by which the 
performance was achieved in the first place. 
The effectiveness of a product launch and the 
related analytics are absolutely constrained by 
the mental models used. Are they visible? Are 
the teams aware of what they are? Are they 
reaching out and examining what might be 
missing? Did the analytics team produce the 
most powerful context? 
To improve our productivity in this new global 
era by driving down errors and increasing 
insights, we must now compete with our mental 
models, not just with our products. 
CONCLUSION 
So, how do you use Big Data to gain insights into 
answering the questions you care about? You 
make and keep visible as many mental models 
or perspectives as are relevant and valuable for 
solving your problem in order to produce the 
context necessary to collect, cull and interpret 
the data. 
Appreciating the role of context requires us to 
acknowledge: 
1. Context doesn’t appear in Big (or Little) 
Data. Context is produced. 
2. Context is produced by the ever present 
mental models and perspectives that we 
bring to data. 
With this knowledge, you can now begin to 
observe in your healthcare or life science 
organization the assumptions that need to 
change before “Big Data” can be a reliable 
source of power capable of delivering 
competitive advantage to your organization. 
When examining the “outcomes” from Big Data, 
what do you need to understand? The critical 
understanding is that you must acknowledge 
and pay attention to the Man behind the 
Curtain! It is critical to acknowledge the mental 
models of various consumer cohorts, physicians, 
payors, and most importantly your own mental 
models when producing context. And, despite 
what we have heard, data does not speak for 
itself. Context is produced from mental models. 
Invisibility, denial, or ignorance of these models 
means we go through life “… like a one-legged 
man in an ass-kicking contest…” (Munger, 2005). 
To leverage Big Data into the marketing and 
operational insights capable of accelerating 
your organization’s or a brand’s position in 
the marketplace, you must account for the 
mental models capable of influencing your
DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS 
Pay Attention to the Man Behind the Curtain 16 Recasting the Role of Big (or Little) Data: 
Optimizing Revenue and Resources by Triggering Unique Insights 
interpretation of the data analysis. And, given 
that healthcare includes an array of consumer, 
caregiver, physician, and payor stakeholders, 
your organization and brand leaders – and quite 
often the analyst these leaders trust with their 
performance – must inventory and account for 
the mental models operating within and across 
each stakeholder audience, and their resulting 
contexts. 
If this seems complex, it is. This is because 
you are working within a number of complex 
systems. Brand optimization happens in a 
context. Point of Care influencers are operating 
in a context. Our Consumers’ knowledge, 
attitudes and behaviors are operating in a socio-ecological 
context of families, communities, 
policies, etc. These are called ‘complex systems’. 
The goal, however, is to deliver the actionable 
insight that clearly defines the strategic and 
tactical execution required to succeed within and 
across healthcare’s diverse set of stakeholders. 
And you can reach this objective more easily 
than you think if you work with people who 
understand how to collect, cull and interpret the 
data from complex systems. 
In the next white paper we explain more 
about how to work with the data gleaned from 
complex systems. 
For example, the benefit of accepting and 
understanding complex systems is the ability 
to identify the contexts that are the “leverage 
points” within a system of mental models. A 
leverage point is a place in the system where 
a relatively small amount of change results 
in a large change in system behavior. These 
are important points or contexts to observe in 
complex systems because they keep costs low 
for producing a large effect. 
In the movie The Hurt Locker, the hero, a bomb 
disposal expert, is tracing a wire. He arrives at 
a point where multiple wires are connected … 
to multiple bombs. The point of connection 
is the leverage point, where tripping one 
single wire will cause a much bigger explosion 
than anticipated 
from a single wire 
connected to a single 
bomb. Creating the 
leverage point was 
lower cost for the 
bomb assembler than 
assembling seven 
separate bombs, and, 
of course, a much 
higher cost for the man 
or crew dismantling the 
bombs, not to mention 
the cost if the bombs 
had gone off. 
In the healthcare world obesity is a leverage 
point because lowering weight is a low-cost way 
to dramatically affect so many of the operations 
of the complex system, such as those of the 
pancreas (diabetes), heart (cardiovascular 
problems) and behavior (self-esteem). 
We’ll talk more in the next whitepaper about 
how marketing teams can use these “leverage 
points” and other features of complex systems 
to more effectively interpret their data and 
produce competitive advantage.
DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS 
Pay Attention to the Man Behind the Curtain 17 Recasting the Role of Big (or Little) Data: 
Optimizing Revenue and Resources by Triggering Unique Insights 
ABOUT THE AUTHORS 
Susan Bennett, B.Sc. Systems Design Engineering. Susan is Executive Vice President of 
Business Solutions at Accelerated Vision. Her career and expertise is in solving significant 
business problems with a multidisciplinary approach (just take a look at her editors). She is 
a “context innovator” for Accelerated Vision – translating Big, Medium and Small Data into 
meaningful information to be analyzed using a variety of approaches. 
Barry Hix, BSIM, MPH, MBA, Executive Director, Hix Group. Barry’s expertise is in strategic 
marketing. His career and experience is in equipping organizations and brands for success across 
the commercial life cycle (from market preparation and launch to market penetration) in the 
pharmaceutical, medical device, and healthcare technology industries. 
ABOUT THE EDITORS 
The paper has been edited by a multidisciplinary team consisting of: 
Dr. Elaine Earl, Aclarus International. Elaine is a chemistry PhD and has been helping 
companies and individuals communicate more effectively for over 20 years. 
Dr. Connie Campbell, President, Human Interactions. Connie’s PhD is in education literacy 
and psychology. She has been working for over 30 years in the field of experiential learning 
following systemic approaches and philosophies to advance business objectives and the well-being 
of individuals. 
Dr. Elizabeth Brooks, President, Decision Driver Analytics. Beth’s expertise is in health 
economics and outcomes research, mathematical modeling, patient-reported outcomes, design 
and data analysis. 
Dr. Francois Sauer, M.D., M.S. Systems Analysis, MBA, Chief Catalyst with Accelerated 
Vision. Francois is a problem solver with a unique ability to analyze complex situations, define 
stakeholder needs and define business strategies.
DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS 
Pay Attention to the Man Behind the Curtain 18 Recasting the Role of Big (or Little) Data: 
Optimizing Revenue and Resources by Triggering Unique Insights 
GLOSSARY OF TERMS 
Complex System: 
A complex system is an organization of structures (e.g., entities like people, equipment) that are 
interrelated and characterized by ‘feedback mechanisms’: positive feedback (reinforcing mecha-nisms) 
and negative feedback (self-correcting or dampening mechanisms). A complex system has 
specific characteristics: 
• Intractability: feedback loops create a life of their own so complex systems are hard to 
manage – such as the economy. 
• Emergence: properties of the system that emerge that are distinct or novel from the 
properties of the individual parts (e.g., such as a personality) 
• Incompressibility: the best representation of a complex system is the system itself. For 
instance, it’s difficult to subdivide a person. 
• Quasi-Reducibility: while complex systems are incompressible they may be quasi-reduc-ible 
– the ability to articulate some aspects of behavior by eliminating certain parts. 
• Evolution: complex systems evolve over time and the changes are structural or perma-nent 
making it impossible to go back. 
Context: 
How people, places, or things (e.g., devices, drugs, perceptions of risk, incentives) are connected 
with the problem we’re looking to solve or with the question whose answer we seek. 
Leverage Point: 
A place in the system where a relatively small amount of change results in a large change in system 
behavior. 
Mental Model: 
A construct and a collection of typologies for categorizing experience (Sterman, 2000), or a frame-work 
for gathering, processing and acting on information (Munger, 2005) 
A set of assumptions about a system -- its purposes, the relationships between components in that 
system, and how it operates
DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS 
Pay Attention to the Man Behind the Curtain 19 Recasting the Role of Big (or Little) Data: 
Optimizing Revenue and Resources by Triggering Unique Insights 
REFERENCES 
Ginsberg, Jeremy et al. “Detecting influenza epidemics using search engine query data”, Nature Vol 
457, February 19, 2009. http://static.googleusercontent.com/media/research.google.com/en/us/ar-chive/ 
papers/detecting-influenza-epidemics.pdf Referenced April 5, 2014 
Harford, Tim. “Big data: are we making a bit mistake?” Financial Times Magazine. March 28, 2014. 
http://www.ft.com/intl/cms/s/2/21a6e7d8-b479-11e3-a09a-00144feabdc0.html#axzz2xyX9P6wD 
Referenced April 5, 2014. 
Madrigal, Alexis. Google Could Have Caught Swine Flu Early. Wired. April 29, 2009. http://www.wired. 
com/2009/04/google-could-have-caught-swine-flu-early/ Referenced as of April 5, 2014. 
Munger, Charles T. Poor Charlie’s Almanac. 3rd Edition. © 2005, 2006 PCA Publication, L.L.C. 
Muir, John. “My First Summer in the Sierra”. Boston: Houghton Mifflin, 1911. 
“Pay no attention to that man behind the curtain.” The Wizard of Oz. http://www.youtube.com/ 
watch?v=YWyCCJ6B2WE Referenced April 5, 2014. 
Sterman, John (MIT). Business Dynamics: Systems Thinking and Modeling for a Complex World. © 
2000 The McGraw-Hill Companies, Inc. 
Tufte, Edward R. Visual Explanations: Images and Quantities, Evidence and Narrative. Graphics Press 
LLC. © 1997. 
Copyright © 2014 Accelerated Vision Group, LLC and The Hix Group

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Recasting the Role of Big (or Little) Data

  • 1. RECASTING THE ROLE OF BIG (OR LITTLE) DATA: OPTIMIZING REVENUE AND RESOURCES BY TRIGGERING UNIQUE INSIGHTS A White Paper Series by: Susan Bennett & Barry Hix
  • 2. Recasting the Role of Big (or Little) Data: Optimizing Revenue and Resources by Triggering Unique Insights An Introduction to a Whitepaper Series 2 Table of Contents INTRODUCTION TO A WHITEPAPER SERIES......................................................... 2 THE JOURNEY TO CONTEXT..................................................................................................2 BIG DATA OR LITTLE DATA CAN LEAD TO UNRELIABLE OR MEANINGLESS RESULTS.......... 3 DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS.................................... 7 DO PAY ATTENTION TO THE MAN BEHIND THE CURTAIN!.................................................7 BEWARE OF THE DISEMBODIED VOICE OF BIG DATA..........................................................8 WHY IS AN UNDERSTANDING OF POSSIBLE CAUSES AND EFFECTS REQUIRED? ............10 THE NEED FOR VISIBILITY: MORE ON MENTAL MODELS .................................................10 THE TRANSPARENCY OF MENTAL MODELS IS CRITICAL FOR MARKETING......................11 BARRIERS TO LEARNING....................................................................................................14 CONCLUSION.....................................................................................................................14 ABOUT THE AUTHORS........................................................................................................16 ABOUT THE EDITORS..........................................................................................................16 GLOSSARY OF TERMS.........................................................................................................17 REFERENCES.......................................................................................................................18 Copyright © 2014 Accelerated Vision Group, LLC and The Hix Group
  • 3. Recasting the Role of Big (or Little) Data: Optimizing Revenue and Resources by Triggering Unique Insights An Introduction to a Whitepaper Series 3 INTRODUCTION TO A WHITEPAPER SERIES Accelerated Vision invites you to join us in our quest to deliver on the promise of Big Data. Our team is producing a set of white papers and blogs aimed at answering these questions: • How do we use Big (or Little) Data to answer the questions we care about? • What assumptions in our healthcare or life science organization need to change before “Big Data” or “Little Data” can be a reliable source of power? With this series of papers, we invite you to engage in a meaningful dialog about Big Data and, more importantly, the path to arriving at unique and compelling insights using Big Data. THE JOURNEY TO CONTEXT About 20 years ago, I (Susan) was working for a multinational oil services company as a wireline field engineer. We would drive hundreds of miles with our truck and crew to a remote rig. And then we would spend hours and sometimes days lowering tools into wells recently drilled. These tools were connected with a wire into a sophisticated computer system in a truck, to take measurements along the wellbore. Our management was very good at collecting data related to safety. We had units in our car that tracked how we drove. We filed reports about near misses related to our safety en-route and at the rig. As I looked at this information, it appeared to be trending towards a major accident. I thought someone was going to be seriously injured or perhaps die. Ultimately, I left the organization because I did not want to be that person. A friend of mine called shortly thereafter. She said “I heard you quit. Should I quit?” “If you can hold out until you’re fully vested, that’s great. But it’s not worth your life.” I replied. About 3 months later she died. She wasn’t wearing her seat-belt and had rolled her vehicle coming back from the oil rig. The data didn’t say “someone is going to die”. That was my interpretation: I produced a “connection-of- the-dots”, which became an actionable insight that helped me to quit. But I recognized later that my own fatigue and assumptions were some of the “dots” that led me to an action (quitting) not necessarily warranted by just looking at the company data. I could also see the toll on my body that commitment to my obligations was taking. Since then I have been on a quest for meaning about this situation: how do I look at data and the assumptions and beliefs behind its interpretation to produce reliable and meaningful action to prevent costly losses? This quest has matured over time. It began with acquiring knowledge about various data mining techniques. It graduated into the world of machine-to-machine data, linguistics, economics, psychology, and the modeling of complex systems. Ultimately, my quest led me
  • 4. Recasting the Role of Big (or Little) Data: Optimizing Revenue and Resources by Triggering Unique Insights An Introduction to a Whitepaper Series 4 into designing and selling services that enabled a diverse group of multinational corporations to decrease risk and costs while increasing productivity. Then along came “Big Data”. BIG DATA OR LITTLE DATA CAN LEAD TO UNRELIABLE OR MEANINGLESS RESULTS Big Data market leaders describe it across several dimensions1 : • Volume • Variety (e.g., structured, unstructured, photos, videos) • Velocity (i.e., massive data flow) • Veracity (i.e., biases or noise) • Validity (i.e., correctness or accuracy for intended use) • Volatility (i.e., timeframes for data validity and data storage). But ‘Little Data’ has an overlapping set of challenges: • Variety • Veracity • Validity • Volatility And in complex systems2 , such as our bodies, institutions or the entire medical system, both big and little data can have a lot of variables: elements or features of the problem that can change over time or across other dimensions (e.g., location). In healthcare, we’re often dealing with ‘Little Data’: we might have a sample set of 50 patients but an enormous number of real-world variables (e.g., psychology, diet, social groups, education, economics, environmental exposures, etc.) to consider across that group. If we do not select the most important variables for answering our question over the relevant horizon of time, our data (or lack thereof) can lead to unreliable or meaningless interpretations. For instance, calcium depletion for a woman at age 60 has different implications than for a male 17 years of age. More importantly, not selecting the most important variables of the complex system over the relevant horizon of time produces unreliable results that can lead to dangerous situations. It seems to us when managing Big Data (or Little Data) that there is a general disrespect for the limitations and constraints of our humanity and our models, which can lead to a loss of businesses and lives. It scares us. For instance, look at AIG, which went bankrupt during the liquidity crisis of 2008. In a Harvard University paper called “The Credit Rating Crisis”, the authors discuss the mistakes that were embedded in AIG models3 . Many relationships and feedback mechanisms in the economy were unaccounted for in these statistically based models – including the use of the models themselves – culminating in the financial crisis of 2008. These relationships included government policies, overvaluation of bundled sub-prime mortgages, questionable trading practices, compensation structures, and lack of capital holdings from banks and insurance companies4. Big Data doesn’t appear to be changing our thought process about complex systems. We’ve already experienced near misses and major accidents by not using Big Data effectively. Mishandling Big Data may produce the same consequences as putting a nuclear weapon 1 http://inside-bigdata.com/2013/09/12/beyond-volume-variety-velocity-is-sue- big-data-veracity/ 2 See the Glossary for a definition of this term “complex”. 3 http://www.nber.org/chapters/c11794.pdf. “The Credit Rating Crisis”, by Efraim Benmelech and Jennifer Dlugosz. P.1. Last sourced: January 3, 2013. 4 http://en.wikipedia.org/wiki/Financial_crisis_of_2007%E2%80%932008
  • 5. Recasting the Role of Big (or Little) Data: Optimizing Revenue and Resources by Triggering Unique Insights An Introduction to a Whitepaper Series 5 into the hands of a North Korean dictator: an unacceptable outcome. The nuclear weapon in this case is “Big Data” – a potential threat in the wrong hands. And the dictator is any human or business with any unchecked blindness to the paradigms (assumptions, beliefs) within which it operates. We will expand on this theme more fully in this paper. HOW DO WE HELP BIG DATA PRODUCE RELIABLE AND MEANINGFUL RESULTS? How do we use Big Data to answer the questions we care about? And what assumptions or beliefs about data in our organization need to change before Big Data can become a reliable source of power? (Note: Here and from now on we use Big Data generically to include Little Data that has lots of variables). For example, before the launch of a new drug, the brand team cares about gaining insights into the answers to the questions below, to mention only a few: • What is its market potential? • What are the barriers or hurdles to adoption? Our intention is to share with you some new ways of thinking about your data that may help you answer these questions and contribute to your organization’s competitive advantage. We describe one of these new ways of exploring data in the first set of blogs and this first white paper. They address how humans and their background knowledge and assumptions produce context: our backgrounds and knowledge act as a set of filters for organizing the data into meaningful connections and producing information from the data, which allow problems to be solved or spur effective action. Get the context wrong and everything else is unreliable. We present the following contrarian claims for consideration: • “Data speaks for itself” is a false and dangerous notion. It can and eventually will kill your company5. • Context is critical for addressing complex problems. • A deliberate production of context is required. Below is an example of how one of Accelerated Vision’s subsidiaries produced context to achieve surprising and effective business results that others could not: An ambitious operations group within a Fortune 100 oil & gas company was working to increase oil production from existing wells. They had lots of data. And yet after about 10 years+ of experience with a certain type of treatment, they were about as good as a coin-toss at anticipating what wells would produce more oil with the treatment. If data speaks for itself, why couldn’t they anticipate what wells to treat? We first explored this problem and the ways that the engineers thought about the problem to understand what was fundamental about 5 See the AIG example in the introduction to the whitepaper series
  • 6. Recasting the Role of Big (or Little) Data: Optimizing Revenue and Resources by Triggering Unique Insights An Introduction to a Whitepaper Series 6 their thinking. Using the same data set they had already, we produced context and a model for identifying the wells that would respond to the treatment, demonstrating that production could be improved with greater than a 30% return-on-investment. We didn’t do this by programming the specific way the engineers were approaching the problem. This would have produced the same ineffective results. Instead, we achieved our more successful outcome by incorporating the fundamentals that are already understood by domain experts and by following a methodology for solving complex problems based on a systems dynamics modeling framework. Our methodology includes a structured approach for examining and choosing the most important variables or influencers of outcomes, the application of our intellectual property to help both overcome the limitations of and leverage human intelligence, and a platform that can handle the enormous number of variables necessary to describe the context of complex systems. The data did not speak for itself. We had to interpret it. WHAT OTHER KNOWLEDGE CAN HELP MAKE BIG DATA FULFILL ITS PROMISE? Our subsequent white papers and blogs will have the following themes: • Have you ever considered there may be a distinction between complicated and complex systems that can help your data interpretation? Knowing our proposed distinction before you begin your analysis may help you avoid poor business decisions. • As you examine key variables that may be influencing the problem, are you looking for frequency or significance? Knowing which to look for in what situations can be a competitive advantage. • How do you anticipate the bend in the trend? What’s noise and why do patterns matter for fulfilling data collection and analysis objectives for your business? WE WOULD LIKE TO ACKNOWLEDGE THE PEOPLE WHO HELPED US PRODUCE THE SERIES. First, thank you to the many editors who are listed within the papers or blogs. They bring multiple perspectives from epidemiology, mathematics, chemistry, psychology, systems dynamics, etc. . Thank you to Manny Aparicio, the Chief Memory Maker and one of the founders of Saffron Technology. Saffron has a powerful platform that we leverage for our solutions. Thank you to Admiral John Poindexter for his foresight and assistance in connecting us with Saffron. And thanks to those of you who will be compelled by this series of blogs and papers to work with us to find solutions to your business challenges and increase your competitive advantage in your marketplace. Sincerely, Susan Bennett & Barry Hix Susan Bennett Barry Hix Copyright © 2014 Accelerated Vision Group, LLC and The Hix Group
  • 8. DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS Pay Attention to the Man Behind the Curtain 8 Recasting the Role of Big (or Little) Data: Optimizing Revenue and Resources by Triggering Unique Insights DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS Pay Attention to the Man Behind the Curtain DO PAY ATTENTION TO THE MAN BEHIND THE CURTAIN! There is a dirty little secret that is slowly making its way to the headlines: Big Data’s promise is hype. The promise of Big Data is that correlations across hundreds of variables will provide meaningful information and useful insights: you don’t have to understand causation or have a narrative about the system under investigation. Another way of stating this is that “Data speaks for itself.” In fact, it doesn’t. A recent article from The Financial Times, “Big Data: are we making a big mistake?” (Harford, 2014), described how in 2009 the Google Flu Trends team used online web search queries to monitor health-seeking behavior. The team found that “…the relative frequency of certain search queries is highly correlated with the percentage of physician visits in which a patient presents influenza-like symptoms”, leading them to estimate influenza activity with a reporting lag of approximately 1 day. It was later discovered, four years after Google’s initial declaration of success, that Google’s estimates of the spread of flu-like illnesses for that year were overstated by almost a factor of two compared with information from the Centers for Disease Control and Prevention (CDC). “Data speaks for itself” is a false and dangerous notion. If accepted, this assumption could lead to business decisions that may damage, or possibly kill, your company. Any reported finding about data has some – often unnamed – process in place that was at some point generated from human input. A human designed the system to collect the data, a human designed its representation, a human analyzed it, a human interpreted it and a human produced the conclusions and decisions. Our decisions are often based on an unknown or hidden interpretation of the way we think. Figuratively, we call the human and his/her unknown or hidden interpretations “The Man Behind the Curtain”. And technically, we call the human and his/her interpretations “mental models”. A mental model is a set of assumptions about a system, its purposes, the relationships between components, and how it operates. A system can be physical (e.g. computer), social (e.g. family), economic, to name only a few characteristics. Every time we capture information from our environment and represent it in a computer or present it to someone, we operate with a set of assumptions about “what is real”. Most of the time, the assumptions are not obvious. Increasingly, they are revealed through mishaps resulting in lawsuits, disasters or deaths of people and businesses. These assumptions can
  • 9. DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS Pay Attention to the Man Behind the Curtain 9 Recasting the Role of Big (or Little) Data: Optimizing Revenue and Resources by Triggering Unique Insights include: • Frequency of equipment calibration or transmission. • What data elements to include and how to represent them in a database. • What relationships or trends in the data are meaningful to resolving the problem. • Why any of the assumptions matter. Remember the key promise of Big Data – that correlations across hundreds of variables will provide meaningful information. But there is a Man Behind the Curtain holding plenty of assumptions collecting the data and making the correlations. And that means that Big Data can have unanticipated results, making its promise unreliable. You may remember the story of the Wizard of Oz. The Wizard of Oz believed he was the only man capable of solving his subjects’ problems. When Dorothy and her friends went to see the wizard, all they heard was a disembodied voice whose pronouncements seemed to be magical. But Dorothy and her buddies eventually revealed that the Wizard of Oz was not magical at all, just a man behind a curtain with his own set of assumptions and beliefs. The Wizard: “Do not arouse the wrath of the great and powerful Oz! I say come back tomorrow!” Dorothy: “If you are really great and powerful, you’ll keep your promises!” The Wizard: “Do you presume to criticize the great Oz?! Think yourselves lucky that I’m giving you audience now instead of 20 years from now! ” The characters begin to notice a man behind the curtain. The Wizard: “Pay no attention to the man behind the curtain!” Dorothy: “Who are you?” as she speaks to the man behind the curtain. The Wizard (the man behind the curtain): “Oh, uh... I am the great and powerful Wizard of Oz” Dorothy: “You are?! I don’t believe you.” Wizard: “I’m afraid it’s true, there is no other wizard except me.” There was no magical Wizard of Oz. There was an ordinary man from Nebraska behind the curtain. The Wizard of Oz was just the voice of a man. And like the Man Behind the Curtain from Nebraska, who pretended to be a wizard to solve his subjects’ problems, many companies think they can solve their clients’ problems, as well as their own, through the disembodied voice of Big Data. Pretending to be a wizard through Big Data has challenged their ability to keep their promises, as we shall see next. BEWARE OF THE DISEMBODIED VOICE OF BIG DATA As mentioned at the beginning of this introduction, a similar Wizard of Oz situation occurred several years ago, when Google – the Man behind the Curtain with the assumptions and beliefs – pretended to be a wizard. The Google Flu Trends team found some interesting correlations. Ginsberg concluded that “Google web search queries can be used to accurately estimate influenza-like illness percentages in each of the nine public health regions of the United States.” (Ginsberg, 2009). Another article supported Google’s results, “…It turns out their system tracks the CDC data quite nicely.”(Madrigal, 2009). It was just a matter of time before we would
  • 10. DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS Pay Attention to the Man Behind the Curtain 10 Recasting the Role of Big (or Little) Data: Optimizing Revenue and Resources by Triggering Unique Insights “ see the incompleteness of their thinking. Big Data couldn’t keep its promise. When compared with CDC’s information several years later, Google’s estimates were overstated by almost a factor of two. How did this happen? Google used ‘an automated method’ of discovery requiring no prior knowledge about influenza. Doesn’t this sound magical, as if it were coming from a “disembodied voice”. Where’s the man behind the curtain with his assumptions and beliefs? But there were some small caveats in the original Ginsberg paper: • “… we cannot be certain how search engine users will behave in such a scenario”, referring to users’ behaviors during pandemic events • “… correlations we observe are only meaningful across large populations.” • “An unusual event, such as a drug recall for a popular cold or flu remedy could cause… a false alert.” So Google did make assumptions. By stating “correlations we observe are only meaningful across large populations”, Google left the impression that their model was “theory-free”, according to the Financial Times (Harford, 2014). But stating that something is “theory-free” is a theory. In other words, there was a general failure to acknowledge the existence of the Man behind the Curtain. There was a theory and Google supported it with the following premises: • Correlations are meaningful across large populations; • and the discovered correlations are meaningful. Nothing we invent as humans is ‘theory-free’. Nothing. There is no magical Wizard of Oz. The Financial Times article rightly points out that the concept that “data speaks for itself” is utter nonsense. Numbers do not speak for themselves. Ever. When we assume they do, mistakes can be made, even costing people their lives. Consider the infamous Space Shuttle Challenger. If numbers were obvious, then the answer to the question “Will the rubber O-rings fail catastrophically tomorrow because of the cold weather?” would have been an obvious “yes”. They had the data, but not the proper presentation of it (and perhaps not the organizational culture) to interpret it effectively (Tufte, 1997).
  • 11. DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS Pay Attention to the Man Behind the Curtain 11 Recasting the Role of Big (or Little) Data: Optimizing Revenue and Resources by Triggering Unique Insights WHY IS AN UNDERSTANDING OF POSSIBLE CAUSES AND EFFECTS REQUIRED? Behind the “theory-free” label was the assumption that we don’t need to know what causes what. But we do. We do because we tend to assign too much weight to the data that is available. Without having a base of theory about what causes what, we are: a) Flummoxed about how to represent the data that is available, and b) Blinded to what might be missing that could affect what we’re seeing. When we do have an understanding of possible causes and effects, we are then able to make assessments about what data might be missing. An understanding of possible causes and effects is a mental model. And even if we don’t have an understanding of possible causes and effects, we are still using some sort of mental model to collect and interpret the data. By not keeping that mental model in constant view, we forget it’s there. The data appears ‘magical’ like a disembodied voice (i.e., the Wizard of Oz), and it becomes very difficult to challenge. It’s as if the data is the truth as opposed to a partial representation and interpretation. And we don’t know whose truth it is. THE NEED FOR VISIBILITY: MORE ON MENTAL MODELS A mental model is a construct that is widely accepted in psychology and philosophy. Some people describe it as a collection of typologies for categorizing experience (Sterman, 2000). Charlie Munger describes it as a framework for gathering, processing and acting on information (Munger, 2005). For example, up to the early 1980s, the focus for helping ameliorate diabetes was on carbohydrates. People were told to avoid simple carbohydrates and the food that contains them, such as sucrose (fruit juice, soft drinks), fructose (fruits) and lactose (milk) because the accepted mental model was that they rapidly raised blood glucose levels. And they were told they could eat complex carbohydrates – breads, grains, pasta, rice, corn, legumes, potatoes and vegetables - because it was believed at the time that these types of food didn’t interfere much with blood glucose control. Then Dr. David Jenkins, professor of nutrition at the University of Toronto, Canada, challenged the mental model about how our bodies absorbed simple carbohydrates and complex carbohydrates. As result of his work and that of others, we now have the glycemic index (GI). And for some simple and complex carbohydrates the GI recommendation is contrary to the previous thinking regarding “ok” foods for diabetics. (Some simple carbs are OK and some are not; some complex carbs are OK and some are not.) Any human behind the curtain indeed holds “theories”, hypotheses and assumptions. These are their mental models, which are a subset of their philosophies. Philosophies undergird everything. They undergird every discipline. They are simply a narrative about “what is real” and
  • 12. DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS Pay Attention to the Man Behind the Curtain 12 Recasting the Role of Big (or Little) Data: Optimizing Revenue and Resources by Triggering Unique Insights “what is success”. Behind every technology or practice is a human behind the curtain with a philosophy that shapes the space for your results: it limits and constrains what is possible to understand. Once we have an understanding of philosophies and mental models and have reflected on those that could help us, we begin to look at the data before us very differently. If we are wise about our assumptions or hypotheses, we’ll always ask ourselves the question “what mental model might I be missing that is important to this system”, and “what would I ‘see’ if I’m wrong?” Mental models always in operation always limit-ing and constraining what is possible to under-stand. So where are these missing philosophies and mental models hiding? They are hiding: Inside of the question that you’re asking – what problem are we solving? • Within the decision made about what data to look at • Behind the decisions about what features to extract from that data. The Wizard of Oz is actually an ordinary man from Omaha, Nebraska. He lives with us. He’s in our interpretations about our consumers, our payers, our physicians and he is us. We are the Man behind the Curtain. The conversation between the Wizard and Dorothy’s friends continued after the Wizard’s confession: Wizard: “I’m afraid it’s true, there is no other wizard except me.” Scarecrow: “You’re a humbug!” Wizard: “I’m afraid so…” Dorothy: “You’re a very bad man!” But we’re not necessarily bad people. We’re just missing an understanding of what it means to be human. This is a critical shift in thinking for our organizations. To have a bias is not ‘bad’. It is human. It is unavoidable. Understanding that to have a mental model – biases, assumptions, beliefs, interpretations of how the world operates - is human, enables us to leverage the power of Big Data with humility. THE TRANSPARENCY OF MENTAL MODELS IS CRITICAL FOR MARKETING Marketers especially must make mental models transparent and bring them out into the open. Why is that? 1. Because our human capacity to learn from the data is located within the mental model that was used. When the mental model is invisible, we lose our reference point. We lose our ability or effectiveness to question and interpret the data when the mental model is not transparent. 2. The consequences of non-transparent mental models for marketers and their companies can be especially dire. Marketing has an essential role in a company’s profitability. If their interpretations of market research are flawed and/or their marketing materials do not target or produce the audience that will buy a product, the company loses money and may eventually go out of business.
  • 13. DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS Pay Attention to the Man Behind the Curtain 13 Recasting the Role of Big (or Little) Data: Optimizing Revenue and Resources by Triggering Unique Insights How do we “lure” mental models from their hiding places? 1. Seek to understand multiple perspectives (mental models) of causes and effects Charlie Munger, Warren Buffet’s partner, wrote: “Just as multiple factors shape almost every system, multiple models from a variety of disciplines applied with fluency, are needed to understand that system.” (Munger, 2005) 2. Keep them in existence for questioning: don’t lose visibility of your reference point. Let’s say you’re about to launch a medical device or a pharmaceutical. There are numerous questions to answer, including: • What are the physician views of the drug or device relative to other methods of managing the disease or condition? • What are the unmet needs? How do they differ by stakeholder (consumer, physician, payor, or caregiver)? • What are the current standards of care for the condition? Which audience is likely to encourage disruption of the existing standards of care or clinical protocols? • What are the active and/or expected reimbursement policies for the conditions or disease? How will reimbursement for competitors or near competitors affect reimbursement for the drug or device? • What is the “size of the prize” or market potential? • What are the hurdles to adoption across the consumer, payor and physician? Every person working on the launch has their own set of ‘mental models’. For instance, any number of people could speculate about a consumer’s response to marketing tactics from their own ‘mental models’ or perspectives: An Economist … … might see the role of incentives –for the consumer, for the physician and for the payors – to drive product adoption. A Literacy or Education Specialist… … looking at the same marketing tactics might ask questions about the language used to describe incentives and how it might encourage inappropriate use, something an economist would likely overlook. A Behavioral Psychologist … … might look at the psychology of perceived risk and how this might alter physician and patient behavior, regardless of the incentives. Yet the education specialist might not think about risk at all, never mind how it is explained. And the economist might not think about the effect of perceived risks on the ‘costs’ from the consumer’s standpoint. A Sociologist … … might consider patients’ environments and the impact of living conditions on patients’ ability to take advantage of incentives. This objection could tie into that of the behavioral psychologist’s, but the educational specialist and the economist would likely never incorporate this perspective into their mental models. Be sure you use multiple mental models and keep them visible!!
  • 14. DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS Pay Attention to the Man Behind the Curtain 14 Recasting the Role of Big (or Little) Data: Optimizing Revenue and Resources by Triggering Unique Insights HOW MENTAL MODELS PRODUCE CONTEXT Context is how people, places, or things (e.g., devices, drugs, perceptions of risk, incentives) are connected with the problem we’re looking to solve or with the question whose answer we seek. Once we formulate our problem, the question you ask is “What are the most important variables we must look for in the data?” The answer to this question is the context. Context includes the variables, “influences” or filters that will help us produce the most important information and connections for solving our problem. John Muir was a Scottish-American naturalist. Interestingly, he was reported to have taken an ‘unusual selection of courses.’ 6 He wrote afterwards: “When we try to pick out anything by itself, we find it hitched to everything else in the universe.” (Muir, 1911) Not only does data not speak for itself, but WE ‘shape’ and ‘transform’ it depending on the perspective (mental model) that we bring to bear on producing the context. The mental model drives … ….what context (e.g., sentiment) …. is derived from what sources of data (e.g., twitter feeds) … to solve the mental model of the problem (e.g., hurdles to adoption). As we saw when we attempted to anticipate consumer response to the use of incentives to promote a new drug, the response was ‘connected’ to the context produced by different mental models Incentives, perceived risk, language and environments are the context with which we select and examine the data for the drug launch. Context doesn’t ‘appear’ in Big Data. Context is produced by the mental models or perspectives we bring to the data. In collaboration with Dr. Gregory Busse from the American University and Medical Content Strategist with Global Prairie, Accelerated Vision was looking to answer the question, “How do multiple FDA Twitter feed channels affect reach (the ability for FDA to reach its audience with its message)?” A young computer science student was working with us to classify the twitter feeds using a particular data mining approach. He began to analyze the twitter feeds based on the account information and who was tweeting and retweeting. It did not occur to him to include the speed of response as a variable, nor the complexity of the content from a literacy standpoint. Other tools and approaches have to produce these contexts from the content. For example, the time stamp (e.g., 9:00AM on Friday) from a twitter feed can’t be used directly to indicate that someone is confused by the number of channels an organization is using to reach them. We may need to understand how much time elapsed between retweets. 6 http://en.wikipedia.org/wiki/John_Muir
  • 15. DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS Pay Attention to the Man Behind the Curtain 15 Recasting the Role of Big (or Little) Data: Optimizing Revenue and Resources by Triggering Unique Insights The twitter feed itself isn’t putting up its hand and saying “umm… over here… the words I’m using are at a PhD level of complexity” or “umm… over here… they’re at a grade 8 level of complexity”. Mental models – known or unknown – shape how data is interpreted. They: • Impact the questions asked • Shape the space for producing the context used to explore the data BARRIERS TO LEARNING One of the biggest barriers to learning is realizing that our mental models may be incomplete, or missing, or flawed. Learning is a feedback process. Single loop learning is what most of us engage in: we experience the real world, we get feedback about whether or not we achieved our objective, we act and we experience again. In other words, “we learn to reach our current goals in the context of our existing mental models” (Sterman, 2000) This means improvement is restricted. We’re driven by the gap in performance without questioning the model by which the performance was achieved in the first place. The effectiveness of a product launch and the related analytics are absolutely constrained by the mental models used. Are they visible? Are the teams aware of what they are? Are they reaching out and examining what might be missing? Did the analytics team produce the most powerful context? To improve our productivity in this new global era by driving down errors and increasing insights, we must now compete with our mental models, not just with our products. CONCLUSION So, how do you use Big Data to gain insights into answering the questions you care about? You make and keep visible as many mental models or perspectives as are relevant and valuable for solving your problem in order to produce the context necessary to collect, cull and interpret the data. Appreciating the role of context requires us to acknowledge: 1. Context doesn’t appear in Big (or Little) Data. Context is produced. 2. Context is produced by the ever present mental models and perspectives that we bring to data. With this knowledge, you can now begin to observe in your healthcare or life science organization the assumptions that need to change before “Big Data” can be a reliable source of power capable of delivering competitive advantage to your organization. When examining the “outcomes” from Big Data, what do you need to understand? The critical understanding is that you must acknowledge and pay attention to the Man behind the Curtain! It is critical to acknowledge the mental models of various consumer cohorts, physicians, payors, and most importantly your own mental models when producing context. And, despite what we have heard, data does not speak for itself. Context is produced from mental models. Invisibility, denial, or ignorance of these models means we go through life “… like a one-legged man in an ass-kicking contest…” (Munger, 2005). To leverage Big Data into the marketing and operational insights capable of accelerating your organization’s or a brand’s position in the marketplace, you must account for the mental models capable of influencing your
  • 16. DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS Pay Attention to the Man Behind the Curtain 16 Recasting the Role of Big (or Little) Data: Optimizing Revenue and Resources by Triggering Unique Insights interpretation of the data analysis. And, given that healthcare includes an array of consumer, caregiver, physician, and payor stakeholders, your organization and brand leaders – and quite often the analyst these leaders trust with their performance – must inventory and account for the mental models operating within and across each stakeholder audience, and their resulting contexts. If this seems complex, it is. This is because you are working within a number of complex systems. Brand optimization happens in a context. Point of Care influencers are operating in a context. Our Consumers’ knowledge, attitudes and behaviors are operating in a socio-ecological context of families, communities, policies, etc. These are called ‘complex systems’. The goal, however, is to deliver the actionable insight that clearly defines the strategic and tactical execution required to succeed within and across healthcare’s diverse set of stakeholders. And you can reach this objective more easily than you think if you work with people who understand how to collect, cull and interpret the data from complex systems. In the next white paper we explain more about how to work with the data gleaned from complex systems. For example, the benefit of accepting and understanding complex systems is the ability to identify the contexts that are the “leverage points” within a system of mental models. A leverage point is a place in the system where a relatively small amount of change results in a large change in system behavior. These are important points or contexts to observe in complex systems because they keep costs low for producing a large effect. In the movie The Hurt Locker, the hero, a bomb disposal expert, is tracing a wire. He arrives at a point where multiple wires are connected … to multiple bombs. The point of connection is the leverage point, where tripping one single wire will cause a much bigger explosion than anticipated from a single wire connected to a single bomb. Creating the leverage point was lower cost for the bomb assembler than assembling seven separate bombs, and, of course, a much higher cost for the man or crew dismantling the bombs, not to mention the cost if the bombs had gone off. In the healthcare world obesity is a leverage point because lowering weight is a low-cost way to dramatically affect so many of the operations of the complex system, such as those of the pancreas (diabetes), heart (cardiovascular problems) and behavior (self-esteem). We’ll talk more in the next whitepaper about how marketing teams can use these “leverage points” and other features of complex systems to more effectively interpret their data and produce competitive advantage.
  • 17. DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS Pay Attention to the Man Behind the Curtain 17 Recasting the Role of Big (or Little) Data: Optimizing Revenue and Resources by Triggering Unique Insights ABOUT THE AUTHORS Susan Bennett, B.Sc. Systems Design Engineering. Susan is Executive Vice President of Business Solutions at Accelerated Vision. Her career and expertise is in solving significant business problems with a multidisciplinary approach (just take a look at her editors). She is a “context innovator” for Accelerated Vision – translating Big, Medium and Small Data into meaningful information to be analyzed using a variety of approaches. Barry Hix, BSIM, MPH, MBA, Executive Director, Hix Group. Barry’s expertise is in strategic marketing. His career and experience is in equipping organizations and brands for success across the commercial life cycle (from market preparation and launch to market penetration) in the pharmaceutical, medical device, and healthcare technology industries. ABOUT THE EDITORS The paper has been edited by a multidisciplinary team consisting of: Dr. Elaine Earl, Aclarus International. Elaine is a chemistry PhD and has been helping companies and individuals communicate more effectively for over 20 years. Dr. Connie Campbell, President, Human Interactions. Connie’s PhD is in education literacy and psychology. She has been working for over 30 years in the field of experiential learning following systemic approaches and philosophies to advance business objectives and the well-being of individuals. Dr. Elizabeth Brooks, President, Decision Driver Analytics. Beth’s expertise is in health economics and outcomes research, mathematical modeling, patient-reported outcomes, design and data analysis. Dr. Francois Sauer, M.D., M.S. Systems Analysis, MBA, Chief Catalyst with Accelerated Vision. Francois is a problem solver with a unique ability to analyze complex situations, define stakeholder needs and define business strategies.
  • 18. DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS Pay Attention to the Man Behind the Curtain 18 Recasting the Role of Big (or Little) Data: Optimizing Revenue and Resources by Triggering Unique Insights GLOSSARY OF TERMS Complex System: A complex system is an organization of structures (e.g., entities like people, equipment) that are interrelated and characterized by ‘feedback mechanisms’: positive feedback (reinforcing mecha-nisms) and negative feedback (self-correcting or dampening mechanisms). A complex system has specific characteristics: • Intractability: feedback loops create a life of their own so complex systems are hard to manage – such as the economy. • Emergence: properties of the system that emerge that are distinct or novel from the properties of the individual parts (e.g., such as a personality) • Incompressibility: the best representation of a complex system is the system itself. For instance, it’s difficult to subdivide a person. • Quasi-Reducibility: while complex systems are incompressible they may be quasi-reduc-ible – the ability to articulate some aspects of behavior by eliminating certain parts. • Evolution: complex systems evolve over time and the changes are structural or perma-nent making it impossible to go back. Context: How people, places, or things (e.g., devices, drugs, perceptions of risk, incentives) are connected with the problem we’re looking to solve or with the question whose answer we seek. Leverage Point: A place in the system where a relatively small amount of change results in a large change in system behavior. Mental Model: A construct and a collection of typologies for categorizing experience (Sterman, 2000), or a frame-work for gathering, processing and acting on information (Munger, 2005) A set of assumptions about a system -- its purposes, the relationships between components in that system, and how it operates
  • 19. DATA DOES NOT SPEAK FOR ITSELF: CONTEXT MATTERS Pay Attention to the Man Behind the Curtain 19 Recasting the Role of Big (or Little) Data: Optimizing Revenue and Resources by Triggering Unique Insights REFERENCES Ginsberg, Jeremy et al. “Detecting influenza epidemics using search engine query data”, Nature Vol 457, February 19, 2009. http://static.googleusercontent.com/media/research.google.com/en/us/ar-chive/ papers/detecting-influenza-epidemics.pdf Referenced April 5, 2014 Harford, Tim. “Big data: are we making a bit mistake?” Financial Times Magazine. March 28, 2014. http://www.ft.com/intl/cms/s/2/21a6e7d8-b479-11e3-a09a-00144feabdc0.html#axzz2xyX9P6wD Referenced April 5, 2014. Madrigal, Alexis. Google Could Have Caught Swine Flu Early. Wired. April 29, 2009. http://www.wired. com/2009/04/google-could-have-caught-swine-flu-early/ Referenced as of April 5, 2014. Munger, Charles T. Poor Charlie’s Almanac. 3rd Edition. © 2005, 2006 PCA Publication, L.L.C. Muir, John. “My First Summer in the Sierra”. Boston: Houghton Mifflin, 1911. “Pay no attention to that man behind the curtain.” The Wizard of Oz. http://www.youtube.com/ watch?v=YWyCCJ6B2WE Referenced April 5, 2014. Sterman, John (MIT). Business Dynamics: Systems Thinking and Modeling for a Complex World. © 2000 The McGraw-Hill Companies, Inc. Tufte, Edward R. Visual Explanations: Images and Quantities, Evidence and Narrative. Graphics Press LLC. © 1997. Copyright © 2014 Accelerated Vision Group, LLC and The Hix Group