what's possible in year one - microstrategy
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3 © 2018 Conifer Health Solutions, LLC. All rights reserved.
HEALTHCARE PROVIDERS FACE
MAJOR HEADWINDS
EMPLOYERPREMIUMSINCREASE
10%NUMBER OFUNINSUREDGROWS BY
3M+65KBY
DOCTORSHORTAGE
2020SHIFTING
PAYERMIXHOSPITAL
MEDICAREMARGINSDECLINING
-7.1%
4 © 2018 Conifer Health Solutions, LLC. All rights reserved.
DEEPLY ROOTED HEALTHCARE KNOW-HOW
$30+ BILLION NET REVENUE
PROCESSED ANNUALLY
24+ MILLIONUNIQUE PATIENT
TOUCH-POINTS
ANNUALLY
5.7+ MILLIONMANAGED LIVES
30+ YEARSOF EXPERIENCE
$21.8+ BILLIONMEDICALLY MANAGED
SPEND FOR EMPLOYERS
135 LOCAL REGIONSOPERATING NATIONWIDE
Deep Expertise
Scale & Innovation
Market Insights
6 © 2018 Conifer Health Solutions, LLC. All rights reserved.
Where it all began…
From Green Screen
to Excel
7 © 2018 Conifer Health Solutions, LLC. All rights reserved.
Conifer Analytic Resources
Business Insights DepartmentEDW & BI Project Team
1800+ End Users - Internal
200+ Customers - External
- Hadoop Architect
- ETL Developers
- MicroStrategy Architect
- MicroStrategy Developer
- BA/UX/QA resources
CCBI
Darwin
Richard
Kenny
Ron
Asha
Hiroko
Jerry
Meera
Carla
OPEN
Jessica Matt
Juanita
Prathibha
Brad
OPEN
OPEN
Shane Brad
Brad VPBusiness Insights
Brooke - Sr DIROps Performance
Henrik - DIR Applied Research
Thomas Statistician
OPEN TBDSolution Dev Analyst
Irina - DIROperations Reporting
Marsee - DIR Commercial Clients
Carly - DIRClient Integrations
Ward - DIRCHI
Matt (A)- DIRBusiness Intelligence
Andrew (A)Analyst II
Nick (A)- DIRTenet &
Consolidated Data
OPEN 8058- MgrPatient Services
Anton
Irina
Iryna
Jen Analyst IV
Natalia
Olena
Ali Analyst III
Andrey
Bonnie - MgrInsurance
Seema Lead- NIC
Amanda Lead- Denials
David Analyst III
Karla Analyst II
Neena - LeadNMC, BPO
Olena
Ramon Analyst III
Galen Analyst II
John Analyst II
Cindy Analyst III
Shari - MgrPFS
Greg Analyst II
Claudia - Lead
Gary Analyst IV
Justin Analyst III
Melisa Analyst IV
Mildred Analyst II
Oksana Brian - MgrDartmouth
Libby Analyst II
Michelle (A)Analyst II
Mimi Analyst II
Bill (A)- MgrUH, MUMC
Komal Analyst III
Richard (A)Analyst III
Sairah Analyst II
Irene - MgrSSM, Penn St, TCH,
WellStar, Duke
Christal (A)Analyst II
Christopher (A) Analyst III
David Analyst III
Irma Analyst III
Marty Analyst II
OPEN 3804Mgr- Consol Rpts
Thabani Analyst II
Soumya Analyst II
Kristin (A) Lead
Lucius Analyst II
Robert (A)Analyst II
Sam - Mgr
Brady Analyst I
Mariana
Jazmine (A)Analyst III
Gary (A) Mgr Vanguard &
Consolidated Rpts
Casie Analyst II
Karina Analyst II
Michelle Analyst II
Melonie Analyst II
Misty Analyst II
Richard Analyst II
Patrick - DIRTenet
Jodi - MgrCHI
Delani Ops Perf Sr Analyst
Melissa Ops Perf Sr Analyst
Connie Ops Perf Sr Analyst
Antonia Ops Perf Sr Analyst
Wenting (A)Analyst II
Emmanuel (A) Analyst IV
Justin (A)Analyst II
Nico Analyst II
Brian (A)Analyst III
Vincent Analyst II
Ryan Ops Perf Sr Analytst
OPENAnalyst III
Shay Analyst III
Hough Analyst III
Juanita Mgr
Pending CCERC Analyst II
Kennedy Analyst IV
Neeraja (A) Ops Perf Sr Analyst
Lesley Admin Asst
8 © 2018 Conifer Health Solutions, LLC. All rights reserved.
Analysts Wear Many Hats
OLTP
Analysts receive business questions and data requests from users,
which begins a multi-step process to fulfill the request.
✓ Write SQL
✓ Create output tables
✓ Write a query in Excel
✓ Schedule the data jobs
9 © 2018 Conifer Health Solutions, LLC. All rights reserved.
Goals of Conifer Core Business Intelligence - Year One
Create an Enterprise-Class Business Intelligence Environment
Big Data Technology
Next Generation Reporting Platform
Infrastructure Data Acquisition ReportingOrganizational
Change
10 © 2018 Conifer Health Solutions, LLC. All rights reserved.
Empower Analysts (& Users Too!)
OLTPOLTP OLTP
Business
Users
ACE
An
aly
tics T
eam
Fu
ncti
on
sIT
Su
pp
ort
ed
Hadoop Data LakeRaw Data
Hadoop (Kudu) EDWCleansed/Conformed data
Data Migration
Data Migration
Create Analytics in
MicroStrategy
OLTP
12 © 2018 Conifer Health Solutions, LLC. All rights reserved.
Today
2016 2017 2018 2019
Strategy
First Draft
Gartner Conference
Jump Start Funding Approved
MicroStrategy
World 2019
13 © 2018 Conifer Health Solutions, LLC. All rights reserved.
2019
Today
Feb Apr Jun Aug Oct Dec Feb
Contract
Signed
MicroStrategy
World 2019
Hired
Architect
Software
Installed
Honeymoon Phase
15 © 2018 Conifer Health Solutions, LLC. All rights reserved.
Web Apps./MicroStrategy./ConiferCore./MicroStrategyLibrary./appliedscience
Web Server/MicroStrategy/servlet/mstrWeb
Hadoop ImpalaQA EDW
Web Server/MicroStrategy/servlet/mstrWeb
MSTR Metadata (QA)
Hadoop Impala Production EDW
CLUSTERED
Load Balancer
Test URLDev URL Production URL
Intelligence Server64GB RAM
Intelligence Server64GB RAM
Intelligence Server376GB RAM
Intelligence Server376GB RAM
Web Server/MicroStrategy/servlet/mstrWeb
Web Server/MicroStrategy/servlet/mstrWeb
Development Environment Test Environment Production Environment
Statistics / Enterprise Manager
(QA)
MSTR Metadata (Dev)
Statistics / Enterprise Manager
(Dev)
MSTR Metadata (Production)
Statistics / Enterprise Manager
(Production)
Web Apps./MicroStrategy./ConiferCore./MicroStrategyLibrary
Web Apps./MicroStrategy./ConiferCore./MicroStrategyLibrary
Servers / ServicesMicroStrategy Mobile
Servers / ServicesMicroStrategy Mobile
MicroStrategyWS
Servers / ServicesMicroStrategy Mobile
MicroStrategyWS
Environment Buildout
16 © 2018 Conifer Health Solutions, LLC. All rights reserved.
Content Organization
Analytics SiteSharePoint 2010
CHIBI
CISO
Coder Audit Site Collection
Conifer Analytics
Tenet Analytics
BI Data Warehouse Workspace
Cash
Centralized Ops
Consol Ops
CRC
Data QualityInitiative
Emerging Client
Engineering
MECS
NCS
NIC
NMC
OOS Medicaid Provider Enrollment
Patient Access
PSC
RCS
TFAC
ZZZDogwood
Ad Hocs
Baylor Joint Venture
CFO-DRA Reports
Compliance
CRC
CRI
MAC IP Pre Payment Review
MECS
New Tenet
Patient Access
RCS
Refund Reports
Tenet Top Reports
• 1,400 Standard Reports
• 40 Adhoc Request a week
• 1,200 monthly unique users
Lesson Learned
Targeted utilization of MicroStrategy Professional Services can
help introduce new functional streams into the project while
the development team works on other efforts.
With a well-defined goal, this introduces a quick way to turbo-charge
your project with expertise while your development team is
otherwise occupied.
18 © 2018 Conifer Health Solutions, LLC. All rights reserved.
▪ Data analysts usually don’t have UX experience
▪ Most are report writers with little visualization knowledge
UX/Visualization Plan
Stephen Few
Edward Tufte
19 © 2018 Conifer Health Solutions, LLC. All rights reserved.
Leadership Education
▪ Perineal Education Pass (PEP)
▪ Train Product Owner & Stakeholders first
▪ Insight into different capabilities
▪ Document vs Dossier vs Library
▪ Learn the language
▪ Informs your training plan
▪ Jump Start is a great place to begin
▪ Have a goal
▪ e-Courseware
▪ 10.116 Introduction to Dossiers
20 © 2018 Conifer Health Solutions, LLC. All rights reserved.
2019
Today
Feb Apr Jun Aug Oct Dec Feb
Contract
Signed
MicroStrategy
World 2019
Hired
ArchitectRelease 1.0MicroStrategy
Installed
Honeymoon Phase Reality Phase
22 © 2018 Conifer Health Solutions, LLC. All rights reserved.
Integration Challenges
➢ Data Replication/ Change Data Capture (CDC)
➢ IT Security Policies Led to Technical Complexity
➢ Integration with Security Administration application
➢ SSL Configuration and Process
23 © 2018 Conifer Health Solutions, LLC. All rights reserved.
Security Complexity
Hadoop Impala Production EDW
CLUSTERED
Intelligence Server
Intelligence Server
Web Server/MicroStrategy/servlet/mstrWeb
Web Server/MicroStrategy/servlet/mstrWeb
MSTR Metadata (Production)
Statistics / Enterprise Manager
(Production)
Web Apps./MicroStrategy./ConiferCore./MicroStrategyLibrary./appliedscience
Load Balancer
Production URL
Servers / ServicesMicroStrategy Mobile
MicroStrategyWS
LDAP
User Authentication and Authorization
Kerberos KDC
Service Account Authentication and
Authorization
- User request from Browser is
routed through Load Balancer to
Web Server.
- Web Server sends request to I-
Server.
- I-Server sends authentication
request to LDAP server.
- LDAP authenticates the user and
authorizes access based on
configuration.
- Intelligence Server Service
Account is configured as a domain
user in secondary domain.
- Service Account is granted access
to Hadoop EDW.
- Kerberos maintains tickets and
access between MicroStrategy
Servers and Hadoop in secondary
domain.
Lesson Learned
Infrastructure work is difficult and requires multiple types of
expertise from multiple teams. Plan for and expect delays or
challenges during this phase.
25 © 2018 Conifer Health Solutions, LLC. All rights reserved.
https://bi.coniferhealth.comF5 Load Balancer
Dashboards, Reports, Analytics built and
deployed via MicroStrategy Web
MicroStrategy Clustering
OLTP
SQL Sandbox
Pull data into MicroStrategy via Custom SQL against Analytics DB
and Legacy EDW
MicroStrategy Web Cluster
MicroStrategy App Cluster
Pull data into MicroStrategy via Custom SQL against OLTP Output
Schemas
Legacy EDW
Release 1.0 – Turn on the Lights
Legend
Source Database
Legacy Connection to be retired
CCBI process or connection
Security
EIDAssign User Roles and Privileges
eTenetUser Authentication*Conifer and Tenet employees only. External users TBD.
27 © 2018 Conifer Health Solutions, LLC. All rights reserved.
Departmental Analyst “Develop” within My Reports Folder
Leverage Shared Folder Structure for “Production”
28 © 2018 Conifer Health Solutions, LLC. All rights reserved.
Portfolio on Day 1
Enterprise Grade
Curated ContentPilot Content
Landing Page
And growing…
29 © 2018 Conifer Health Solutions, LLC. All rights reserved.
Roadmap Priorities Don’t Have to Align
CCBI Portal
• Data Connections
• MicroStrategy Reporting
• Single Sign On
Inventory Management
• Leadership Dashboard
• Inventory Management Tool
Denials
• Prevention
• Resolutions
• Escalation
Billing
• Clearing House
• DNSP
• QS
Cash
• Cash Goals
• Forecasting
• Lockbox
AR
• Global ATB
• AR Days
• Reserves
Eligibility & Enrollment
Workforce Management
• Productivity
• Quality
• Time & Attendance
Early Out & Bad Debt
• Liquidation
• MicroSegmentation®
• Letters & Calls
Vendor Management
• Performance Analysis
• Assignments
Patient Access Call Center Data Charity Care ContinuityClinical Revenue
Integrity
Release 1.0 Release 2.0
P1
P11P10P9
P8P7P6P5
P3P2
P4
P13P12
Lesson Learned
Consider opening connections to source data or copies of
source data while EDW and Infrastructure concerns are worked
out.
This allows your business to begin seeing ROI on the project while
waiting on Data Acquisition and Infrastructure hurdles.
31 © 2018 Conifer Health Solutions, LLC. All rights reserved.
2019
Today
Feb Apr Jun Aug Oct Dec Feb
Contract
Signed
MicroStrategy
World 2019
Hired
ArchitectRelease 1.0MicroStrategy
Installed
Honeymoon Phase Reality Phase Maturity Phase
Release 2.0
33 © 2018 Conifer Health Solutions, LLC. All rights reserved.
Data Lake Data Warehouse
HadoopDatabase
Environment
OLTP
Raw Data
Kafka Topics / Messages
Optimized Data
Attunity Server
MDS
AB
C
D
F
E
G
Legend
Source Database
Legacy Connection to be retired
CCBI process or connection
Data Load Steps
A: Attunity captures CDC (Change, Data, Capture) data from OLTP on a continuous 24/7 process. CDC data is written to Kafka for processing
B: Flume and Scala are used to load data from Kafka to Data Lake
C: Flume and Scala are used to load data from Kafka to EDW Dimension Tables
D: Spark is used to write Fact table snapshots to EDW
E: Scala is used to load master data from MDS to Kafka
F: Scala and Spark are used to load new records back to MDS for processing
G: Scala and Spark are used to generate placeholder dimension records to foster otherwise orphaned fact records.
https://bi.coniferhealth.comF5 Load Balancer
Dashboards, Reports, Analytics built and
deployed via MicroStrategy Web
MicroStrategy Clustering
MicroStrategy Web Cluster
MicroStrategy App Cluster
SQL Sandbox
Legacy EDW
Security
Data Encryption occurs at rest via Apache Data Encryption tool.
EIDAssign User Roles and Privileges
eTenetUser Authentication*Conifer and Tenet employees only. External users TBD.
34 © 2018 Conifer Health Solutions, LLC. All rights reserved.
Capability Acceleration
Mobile Start Up
▪ 3 Week engagement
▪ Design, Build, Deploy
▪ Content Handoff
Predictive Analytics
▪ Install and Configure
R Libraries
▪ Trained data scientists
35 © 2018 Conifer Health Solutions, LLC. All rights reserved.
Development Team Acceleration
Upside
▪ ETL Team acceleration
▪ Data throughput
▪ Reporting team activity increase
Downside
▪ QA overhead
▪ BA stretch
Tension between completing existing work and
accounting for future deliverables
Lesson Learned
Don’t lose sight of preparing future features and stories while
the development team works on the current deliverable phase.
Expect development team velocity to increase as the team matures,
and plan accordingly.
38 © 2018 Conifer Health Solutions, LLC. All rights reserved.
New Technologies require New Ways of Thinking
39 © 2018 Conifer Health Solutions, LLC. All rights reserved.
Training Must Be a High Priority
▪ Training plan for each user class
▪ Phased in for comprehension
▪ eCourseware for the basics
▪ On-site training for core teams
▪ Basic
▪ 10.111 Overview of Enterprise Analytics
▪ 10.112 Intro to Analytics Reporting
▪ 10.142 Dashboarding and Visualizations
▪ Advanced
▪ 10.412 Advanced Analytics Reporting
▪ Customized Content
▪ Genius Bar
42 © 2018 Conifer Health Solutions, LLC. All rights reserved.
Conifer’s Extended Team
Wassim Saade
Monte Stewart
Galvin Chow
Rob Saenz
Jay DiRuscio
Jon Brooks
Francisco De La Cruz
Michelle Galatis
Duncan Hall
43 © 2018 Conifer Health Solutions, LLC. All rights reserved.
Recap
▪ Utilize professional services in targeted ways
▪ Planning is easy, infrastructure is hard
▪ Accelerate value by exposing legacy data during EDW build
▪ Don’t forget your backlog
▪ Plan for organizational change management
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