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May 5, 2015 0111010001100101001000000100000101101110011000010110 1100011110010111010001101001011000110111001100111010 0010000001001001011011010111000001110010011011110111 0110011010010110111001100111001000000110100001100101 0110000101101100011101000110100001100011011000010111 0010011001010010000001110100011010000111001001101111 0111010101100111011010000010000001100100011010010111 0011011000110110111101110110011001010111001001111001 001000000110000101101110011001000010000001101001011 0111001110100011001010110110001101100011010010110011 1011001010110111001110100001000000110010001100101011 0001101101001011100110110100101101111011011100010000 0011011010110000101101011011010010110111001100111 Creating the Enterprise Analytics Roadmap at the University of Michigan Health System

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Page 1: Creating the Enterprise Analytics Roadmap at the ... · PDF fileMay 5, 2015 0111010001100101001000000100000101101110011000010110 1100011110010111010001101001011000110111001100111010

May 5, 2015

0111010001100101001000000100000101101110011000010110

1100011110010111010001101001011000110111001100111010

0010000001001001011011010111000001110010011011110111

0110011010010110111001100111001000000110100001100101

0110000101101100011101000110100001100011011000010111

0010011001010010000001110100011010000111001001101111

0111010101100111011010000010000001100100011010010111

0011011000110110111101110110011001010111001001111001

001000000110000101101110011001000010000001101001011

0111001110100011001010110110001101100011010010110011

1011001010110111001110100001000000110010001100101011

0001101101001011100110110100101101111011011100010000

0011011010110000101101011011010010110111001100111

Creating the Enterprise Analytics Roadmap at the University of Michigan Health System

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Copyright Scottsdale Institute 2015. All Rights Reserved.

No part of this document may be reproduced or shared

with anyone outside of your organization without prior

written consent from the author(s).

You may contact us at

[email protected] / 952.545.5880.

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Copyright © 2015 Deloitte Development LLC. All rights reserved.2 Creating The Enterprise Analytics Roadmap

As information and data capabilities rapidly expand in health care, balancing enterprise and

analytics projects through coordinated data management and architecture becomes

increasingly important. Whether it is quality-based reporting, financial modeling, or Big-Data

projects such as personalized health and basic science discoveries, information assets are

becoming more voluminous, diverse and costly to generate, maintain, and exchange among

competing needs. An enterprise analytics roadmap positions institutions to “do more with less”

by creating efficient foundations upon which any analytic project can be built. The speakers

will discuss how one such plan was developed at the University of Michigan Health System

and is now being implemented in support of its clinical, research, education and administrative

missions.

Session Description

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Copyright © 2015 Deloitte Development LLC. All rights reserved.3 Creating The Enterprise Analytics Roadmap

Introduction: Speakers

Andrew Rosenberg MD, is the Chief Medical Information Officer for the University of Michigan Health System

and the Executive Director of Information and Data Management where he oversees reporting, data warehousing,

enterprise document management and HIE services. Dr. Rosenberg is also the Health IT Steward for the University

of Michigan. He is a tenured associate professor of Anesthesiology Critical Care, & Internal Medicine. Dr. Rosenberg

attended the Johns Hopkins Medical School where he completed a residency in Internal Medicine. His recent work in

informatics has been in the areas of designing and implementing enterprise analytics programs for academic

medical centers and integrating large scale enterprise clinical electronic information systems to health system

research IT capabilities. His expertise includes initiating and maturing a variety of governance organization and

implementation strategies to successfully accomplish these socio-technical projects to advance learning health

organizations.

Andrew can be reached by email at [email protected]

Michael Brooks, is a Specialist Leader in the Information Management practice where he focuses on the unique

needs of health plans and healthcare providers. Michael has over 25 years’ experience in business intelligence, data

warehousing, analytics and reporting, healthcare information technology planning, IT and data governance,

healthcare information exchange, and other areas. He has authored over two dozen publications on various

information management and analytics topics, including co-authoring the book, Implementing Business Intelligence

in Your Healthcare Organization. Michael co-chairs the HIMSS Clinical & Business Intelligence Community and is a

member of Deloitte Consulting’s Data Management Working Committee. Finally, Michael is a Certified Business

Intelligence Professional, Certified Professional in Healthcare Information Management Systems, and Certified

Professional Accountant “Inactive”.

Michael can be reached by email at [email protected]

Dr. Andrew Rosenberg

Michael Brooks

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Copyright © 2015 Deloitte Development LLC. All rights reserved.4 Creating The Enterprise Analytics Roadmap

Increase in Global Data

[1] CSC Insights; Figure 1;

http://assets1.csc.com/insights/downloads/CSC_Infographic_Big_Data.pdf?ref=dbc

[1]

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Copyright © 2015 Deloitte Development LLC. All rights reserved.5 Creating The Enterprise Analytics Roadmap

Case in Point: Critical Care

Processing Big Data: Volume + Variety + Velocity + Voracity

[5]

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Copyright © 2015 Deloitte Development LLC. All rights reserved.6 Creating The Enterprise Analytics Roadmap

Monitoring in the ICU: Filtering noise from real and meaningful data

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Copyright © 2015 Deloitte Development LLC. All rights reserved.7 Creating The Enterprise Analytics Roadmap

Logical Use Case Diagram: Acute Hemodynamic Instability

Enterprise Data

Warehouse

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Copyright © 2015 Deloitte Development LLC. All rights reserved.8 Creating The Enterprise Analytics Roadmap

Using a Cohesive Platform To Link Multiple Projects

PROMIS

Epic

Chronic

Dis.

QMP

Qual

Datamart

PACE

Qual

Datamart

CA

Registry

MCIRCC

HSDW

PCORI

Projects

IHPI

Projects

Registries

Bio-

Repository

FFI or

MiCHR

RDW

Transmart

Pharmacok

inetics

MyOnco

Seq

Personalized Health Initiatives

Biologic

Domain 2:

Big Data – Real

Time Decision

Support

Domain 1:

Data Assets

& Reuse

Domain 3:

Open

Eco-systems

UMHS

Analytics

P1

P1

AHI

P1

P1

P1

P1

NEPTUNE

GWAS

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Copyright © 2015 Deloitte Development LLC. All rights reserved.9 Creating The Enterprise Analytics Roadmap

We need an Enterprise Analytics plan

A roadmap to advance our abilities to support clinical,

research and education programs and priorities currently in

place or planned.

For Big Data Projects To Succeed At UMHS…

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Copyright © 2015 Deloitte Development LLC. All rights reserved.10 Creating The Enterprise Analytics Roadmap

Use-Case Driven Future Vision

Shared Design Principles

• Analytics architecture is based on

actual user requirements and real-

world practice

• Analytics capabilities and

architecture will be aligned with

federated governance practices

• Common toolsets supported by pre-

packaged analytics and standards

minimize time to value

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Copyright © 2015 Deloitte Development LLC. All rights reserved.11 Creating The Enterprise Analytics Roadmap

Enterprise Analytics Planning Framework

Roadmap Progression

9 Use Cases

3 Domains

54 User-Informed Scenarios

Functional Requirements

Federated Analytics

Architecture

Federated Enterprise

Data Governance

Enabling Pillars

“How we will get there” “How we will manage”“Where we are going”

Lab

Vital

Demographics

Encounter

Problem List

Diagnosis

Allergy

Bed AssignmentScheduled

Appointment

Pathology

Patient Monitoring

SystemImaging

ECG

EEG

Cardio Vascular

(ECHO)

Implantable Devices

(ICD)

ED

Outpatient Visit/

Service

Inpatient

AdmissionImmunization

Account Transactions Payment Charge Adjustment

Meds

Surgery

Procedure

Smoking

Flowsheet

Clinic Notes

Radiation

Oncology

Claim Rx

Claim DRG

PayerPlan

Claim Line Payment

Lab Order

Survey

Consent

Party

ProviderFaculty Staff

Facilities/Locations

Charge

Study

mRNA

Bio-Assay

Biomaterial

Tissue Sample

Adverse Event

Event

Findings

Bio- DataSet

SNP

NGS

Survival Status Collaborative Staging

Recurrence Metastasis Biomarkers

Cancer

Clinical Terminologies

Learning Objectives

Learning UnitAcademic Rule

Learning Unit

Instance

Learning Object

Learning Result

Academic

Calendar

Student

Staff

Learning Plan

Faculty

Buildings Departments

Locations Facility

RxNorm SNOMED Others

Encounter/Medical

ServicesRevenue Cycle Claim

Master Data Clinical

Operations

Patient History

Patient

Sample Data

Research Data

Research Registries

(Cancer)Education

Representative Subject areas

Organizational

Data

Program

Area of Study

Course

Experiential

Learning

Project Based

Learning

Subject

Animal

Standards

Party BoldServices i.e. Care Delivery,

Research, Education

Care Delivery Research Education

Telemedicine

Consult

Calendar

Total Cost of

Ownership

Over 50

Enterprise Analytics

Recommended

Projects

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Copyright © 2015 Deloitte Development LLC. All rights reserved.12 Creating The Enterprise Analytics Roadmap

Capability SummaryUse Case 7: Translational Research

• Self-service reporting

• Visualization

• Big data analytics

• Streaming data

• Machine learning

• Research repositories

• Collaboration with external

affiliates

• Natural language

processing

Translational research includes two areas of translation. One is the process of applying discoveries generated during research in

the laboratory, and in preclinical studies, to the development of trials and studies in humans. The second area of translation

concerns research aimed at enhancing the adoption of best practices in the community. Cost-effectiveness of prevention and

treatment strategies is also an important part of translational science. (Source: Rubio et al., 2010).

Description

• Oncologists

• Patients

• Honest Broker Office

• Bioinformaticists

• Researchers

• Principal Investigators

• Care providers

Stakeholders• Limited de-identification capability

• Fragmented research infrastructure

• Lack of standard toolsets across research groups

• Lack of enterprise master data management and

coordination of ontologies and vocabularies

• Data access and analysis manually intensive

Issues Identified

Shared Requirements• Omics data sets

• Health services research

• Biomarker identification

• Real World Evidence analytics

Unique Requirements

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Copyright © 2015 Deloitte Development LLC. All rights reserved.13 Creating The Enterprise Analytics Roadmap

Heat MapsAnalytic Applications Heat Map

1: Population

Health

Gaps in Care

ACO Metrics

Mobile Health

Application for

Wellness

Management

KPIs

Population

Health

Surveillance

Risk Identification

& Stratification

Provider

Scorecards

Compensation &

Outcomes

Modeling

Provider

Database &

Network

Adequacy

Analytics

Disease Specific

Registries

Patient

Readmissions

Analyzer

Us

e C

as

eA

pp

licati

on

s

Use Cases

5: Longitudinal

Health

Health Outcomes

Analysis

Public Health

Surveillance

Disease Specific

Registries

Longitudinal Data

Marts with Study

Specific Data for

Defined Cohort

Populations

Advocacy Analytic

Data Sets

3: Operations &

Outcomes

Workforce

Effectiveness

Staffing &

Scheduling

Optimization &

Productivity

Analysis

Supply Chain

Analytics

Utilization

Analysis,

Prediction &

Management

Preference Items

Analysis

Demand

Forecasting

Capacity

Planning

Clinical Program

Performance

Competitive

Analysis

Operations

Performance

Management

KPIs

4: Finance

Revenue Cycle

Analytics

Reimbursement

Modeling

Revenue

Recognition

Activity-Based

Costing

Total Cost of Care

Profitability

Analysis

Financial

Reporting

Package Pricing

Budgeting &

Forecasting

KPIs

9: Education/

Learner Analytics

Learner Portfolio

Learner

Performance

Tracking

Curriculum

Evaluation

Learner Access

to Clinical

De-identified

Databases &

National

Research

Databases

KPIs

2: Quality

Quality Reporting

Regulatory

Reporting

Safety

Access to

Offline/Historical

Data

Comparative

Effectiveness

Registry

Pre-Processing

Provider

Scorecards

KPIs

Patient Registries

8: Clinical

Research

6: Basic

Research

Analytical Data

Sets

‘Omics Data

Management

Cancer Registry

Phenotypic &

Genotypic Data

Registry

Clinical

Effectiveness

Biorepository

Outcomes

Analysis

‘Omics Data

Management

High Medium NoneLow

7: Translational

Research

‘Omics Data

Management

Outcomes Analysis

Advocacy

Analytical Data

Sets

TranSMART

Note: Please refer to Appendix for details on the

scoring and analyses supporting the heat maps

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Copyright © 2015 Deloitte Development LLC. All rights reserved.14 Creating The Enterprise Analytics Roadmap

Technology Systems/Tools Heat Map

Data Acquisition Data StorageData Integration Analytical Data Layer Information SharingDiscovery & Analytics

Arc

hit

ec

ture

La

ye

rT

ec

hn

olo

gy

En

ab

lers

External Collaboration

Portal

Heat Maps

Note: Please refer to Appendix for details on the

scoring and analyses supporting the heat mapsHigh Medium NoneLow

Streaming Engine

Distributed File Storage

Non Relational Data Store

i2b2

SHRINE

Custom Research

Application

PopMedNet

Clinical Research

Finance Decision Support

Analytical Data Sets

Clinical Decision Support

Analytical Data Sets

Genome Decision

Support Analytical Data

Sets

Flow Cytometry

Gene Expression

Open Databases

Big Data Analytical Data

Set

De-Identification/

Re-Identification

External Molecular &

Genetic Databases

Patient Monitoring

System

Clinical Notes

Imaging

Medical Devices

Research Electronic Data

Capture

External Data Integration

‘Omics Data Integration

Learner Portfolio Data

M-Learning

GIS Data

Death Indices (External)

Cost-Accounting

Human Resources

Claims Data

Biological Data Set

Registries

Master Data Management

Enterprise Vocabularies

& Ontologies

(Reference Data)

External Data Catalog

Research Data

Warehouse

Clinical Data Warehouse

Education Data

Warehouse

‘Omics Data Warehouse

Quality Data Warehouse

Data Mining – Open Source

Computational

Bioinformatics

Data Mining – Commercial

Exploration & Discovery–

Open Source

Data Visualization–Open

Source

Machine-To-Machine

Interfaces

Machine Learning

Mobile Alerts

Application Alerts

Search

Patient Surveillance

Care Management

Natural Language

Processing

OLAP Reporting

Self-Service Reporting

Standard Reporting

Dashboards/Scorecards

Data Mining

Descriptive Analytics

Cohort Analysis &

Discovery

Internal/External Extracts

Predictive Analytics

Prescriptive Analytics

Data Visualization

Statistical Modeling

Internal Shared Folder

FTP and SFTP

Epic Integration

Knowledge Management

Portal

Patient Portal

External UMHS

Customers Portal

Metadata

Identity and Access Management

Audit and Performance Management/ Clinical Knowledge Content Library/ Data Quality Management

Data Virtualization

Data Federation

Distributed Data

Processing

Streaming

Big Data ETL

Real-Time and Near Real-

Time Clinical Interfacing

ETL

Business Rules Engine

Change Data Capture

Data Replication

Natural Language

Processing

Data Staging Layer

Web Services

14

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Copyright © 2015 Deloitte Development LLC. All rights reserved.15 Creating The Enterprise Analytics Roadmap

Domain-Specific Technical Architecture

The High-Level Technical Architecture represents the composite view of the three

domain architectures.Domain 1:

Federated Information

Management

Domain 2:

Big Data and Real-Time

Decision Support

Domain 3:

Open Analytics Ecosystem

High-Level Architecture

Ex. M-CIRCC

Ex. Digital Health

Engine

Ex. Quality Analytics

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Copyright © 2015 Deloitte Development LLC. All rights reserved.16 Creating The Enterprise Analytics Roadmap

Domain 2: Big Data and Real-Time Decision Support

High-level technical architecture for big data and real time decision support

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Copyright © 2015 Deloitte Development LLC. All rights reserved.17 Creating The Enterprise Analytics Roadmap

Analytics Use Case: Clinical Research

UMHS is using the enterprise analytics strategy to support clinical research through the Early Detection of Hemodynamic

Decompensation Pilot (M-CIRCC).

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Copyright © 2015 Deloitte Development LLC. All rights reserved.18 Creating The Enterprise Analytics Roadmap

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Copyright © 2015 Deloitte Development LLC. All rights reserved.19 Creating The Enterprise Analytics Roadmap

Developing a Foundational Analytic Infrastructure

● Assess all Analytic tools, databases and data sources and…● Catalog!

● Reduce duplication, maximize reuse

● Implement Enterprise Data Management● Streamline use of master data elements : patient, provider, subject….

● Implement staging platform, standard tools and terminologies : reuse, access and quality

● Enterprise Service Bus● Data sharing and data virtualization

● Provide Enterprise Analytic Services● Data concierge

● Data Governance● Start with existing committees where possible

● Develop enterprise data management team

● Provide Innovative Platforms● Big data, Streaming services, Semantic services, Natural language processing

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Copyright © 2015 Deloitte Development LLC. All rights reserved.20 Creating The Enterprise Analytics Roadmap

Functional subject areas can be logically grouped into a model to form a high level conceptual

data model. Master Data elements (grey) can be defined across the enterprise.

Developing Enterprise Conceptual Data Model

Illustrative Example

Lab

Vital

Demographics

Encounter

Problem List

Diagnosis

Allergy

Bed AssignmentScheduled

Appointment

Pathology

Patient Monitoring

SystemImaging

ECG

EEG

Cardio Vascular

(ECHO)

Implantable Devices

(ICD)

ED

Outpatient Visit/

Service

Inpatient

AdmissionImmunization

Account Transactions Payment Charge Adjustment

Meds

Surgery

Procedure

Smoking

Flowsheet

Clinic Notes

Radiation

Oncology

Claim Rx

Claim DRG

PayerPlan

Claim Line Payment

Lab Order

Survey

Consent

Party

ProviderFaculty Staff

Facilities/Locations

Charge

Study

mRNA

Bio-Assay

Biomaterial

Tissue Sample

Adverse Event

Event

Findings

Bio- DataSet

SNP

NGS

Survival Status Collaborative Staging

Recurrence Metastasis Biomarkers

Cancer

Clinical Terminologies

Learning Objectives

Learning UnitAcademic Rule

Learning Unit

Instance

Learning Object

Learning Result

Academic

Calendar

Student

Staff

Learning Plan

Faculty

Buildings Departments

Locations Facility

RxNorm SNOMED Others

Encounter/Medical

ServicesRevenue Cycle Claim

Master Data Clinical

Operations

Patient History

Patient

Sample Data

Research Data

Research Registries

(Cancer)Education

Representative Subject areas

Organizational

Data

Program

Area of Study

Course

Experiential

Learning

Project Based

Learning

Subject

Animal

Standards

Party BoldServices i.e. Care Delivery,

Research, Education

Care Delivery Research Education

Telemedicine

Consult

Calendar

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Copyright © 2015 Deloitte Development LLC. All rights reserved.21 Creating The Enterprise Analytics Roadmap

Data Governance: Federated Model

Health System Executive Sponsorship GroupStrategic

Vision &

Final Authority

Enterprise Data Governance Committee

Enterprise Analytics Governance Structure

Ma

ste

r Da

ta M

an

ag

em

en

t

sp

an

s a

ll leve

ls

Strategic

Execution &

Decision

Making

Execution &

Compliance

Monitoring

Representation,

Solution Design

& Data

Managers

Data Managers

MDM Leads, Analysts, Architects

Data Stewards

(Subject Area

Managers)

Business Users

(Analytics Users)

IT Services

Service Desk

Data

Concierge

Production

Support

Analytics &

Reporting

Services

Support Services

Data Governance Working Groups

--------- Functional Working Groups ------

-------- Cross Departmental Data/Analytic Initiatives -----

------ Institutes/Centers -----

|Enterprise

Data

Management | ||Care Delivery AdministrationEducationResearch

Enterprise

“Hub” Function

Business Unit

“Spoke” Function

Business

Executives Role

IT Driven

Role

Operational Data

Management Roles

Business User

Roles

In the federated model the Data Governance Committee facilitates the monitoring

and management of data with assistance from key resources at every level.

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Copyright © 2015 Deloitte Development LLC. All rights reserved.22 Creating The Enterprise Analytics Roadmap

Data Governance Roles and ResponsibilitiesData Stewards

Data Stewards

Purpose: Implement data standards, policies, and processes driven down by Data Governance Working

Group

Suggested Members:

Finance Directors, Research Directors

Responsibilities • Resides in business units where they are accountable for all data definitions within subject area

• Implements and monitors Data Governance standards, policies, and processes for functional

area specific systems

• Acts as advisor to the Enterprise Data Governance Committee and various working groups in

establishing and updating Data Governance standards, policies, and processes

• Works with data users and architects to define and translate requirements needs into technical

and data specifications

• Provides recommendations concerning data access controls ensuring data is shared

appropriately and widely

• Monitors and reports Data Governance metrics to the Enterprise Data Governance Committee

• Responsible for defining and maintaining Business Terms Glossary, business data definition and

master data definition

• Defines business rules, parameters, and related calculations for their assigned subject area.

• Ensures processes and controls to manage data throughout the data lifecycle

• Validates data, reports and data quality test results to ensure data integrity.

• Participates in root-cause analysis for data defects

Escalations to: Enterprise Data Governance Committee

Escalations from:

Business Users, and Working Groups

Level Non-IT leadership, leadership identified business user

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Copyright © 2015 Deloitte Development LLC. All rights reserved.23 Creating The Enterprise Analytics Roadmap

Data Governance Organization Structure | Data Stewards

(Illustrative)

Group Executive Lead Subject Area Potential Steward

Administrative UMHS CEO Revenue Cycle Integrated Chief Revenue Cycle Officer

UMHS CEO Facilities VP Facilities

UMHS CFO Finance Exec Dir Finance (Hosp), (MGD)

. . . TBD

Clinical Dean or UMHS CMO Patient UMHS CMO

Lab Chair of Pathology

Provider UMHS CMO/Office of Clinical Affairs

Pharm/Meds Chief Pharmacy Officer

. . . TBD

Research Senior Dean, Research Biorepository Director of Bio repository

Cancer Center Director, Cancer Center

O’mics Director of Bioinformatics

. . . TBD

Education Senior Dean, Education Learner Associate Dean of Medical Education

Examples of Data Stewards, assigned subject areas and illustrative candidates are show below.

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Copyright © 2015 Deloitte Development LLC. All rights reserved.24 Creating The Enterprise Analytics Roadmap

Establish

Educate

Prioritize

Expand

Ramp-up Plan Recommendations

Overview

The objective of this phase is to organize the initial Data Governance team and

begin establishing a foundation for enterprise Data Governance at UMHS.

The objective of this phase is to mobilize the Enterprise Data Governance

Committee and identify focus areas for initial deployment.

The objective of this phase is to identify and establish a list of high-

priority Data Governance pilot use case projects, assign responsibility

and resources to begin implementation.

The objective of this phase is to expand the implementation of

Data Governance through additional projects and activities.

The initial Data Governance structure and activities will be defined by the Enterprise

Data Governance Leadership Group and will be refined prior to the structure’s

implementation.

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Copyright © 2015 Deloitte Development LLC. All rights reserved.25 Creating The Enterprise Analytics Roadmap

Challenges in Big Data Adoption

Reducing Common Challenges for Big Data Projects

[6] Gartner, Survey Analysis: Big Data Adoption: Sept. 2013

[6]

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Copyright © 2015 Deloitte Development LLC. All rights reserved.26 Creating The Enterprise Analytics Roadmap

No matter what level or discipline, at its fundamental level healthcare is a knowledge

based industry – that its primary aim is the application of specialized skills,

tools and knowledge

• The complexity of our issues and opportunities demands a more data-driven approach

• Every clinical and business program requires analytics to succeed

• The volume and complexity of today’s issues raise questions that traditional applications cannot answer

Why is an enterprise approach to analytics so important?

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An enterprise analytics program helps create the future of healthcare through

discovery” and empower data driven organizations in many ways.

1World class patient care

• Population health management

• Value based care

• Comparative effectiveness

• Outcomes analysis

• Evidence-based medicine

5Continuous learning

• Continuous improvement

• Capability driven delivery organization

• Free up valuable resources for strategic

work

2Personalized medicine

• Clinical Genomics

• Genetic profiling

• Molecular diagnostics

• Targeted therapy

3Innovative scientific

discovery

• Multi-center clinical trials

• Registries

• Integrated molecular data

• Translational research

4Sustainable margins

• Refine and improve operating

standards

• Compliance to agreed organizational

policies

• Efficiencies through improved

operational KPIs

The stakes are huge..

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Building this foundation requires a strategic approach that combines three critical

elements

• Responsive to current, future, and unplanned initiatives

• Designed to demonstrate measurable value from the beginning

• Leverage extended resources, and other enablers to drive new value creation

• Executive sponsorship and transformational leadership

• Champions and supporters to build awareness and momentum

• Domain experts to bring the deep knowledge and skills

• Building a powerful vision for the future

• Business value to key stakeholders at various levels

• Tailored to build a multi-layered network of supporters

RIGHT PLAN

RIGHT PITCH

RIGHT PEOPLE

Successful analytics programs require strong leadership,

commitment, and support

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Challenges

• Management lacks an understanding of how to

apply analytics and where to get started

• Fragmented decision-making and incentives may

limit ability to see the bigger picture

• Departmental initiatives address individual needs

but at a hidden costs

• IT led initiatives are often perceived as

unnecessary overhead by some stakeholders

Right People: Get Them Involved Early

Potential Impact

• Project delays result in missed opportunities,

higher cost and brand impact

• Duplicate systems and redundant staffing

• Poor service and data quality issues

• Negative impact on financial performance,

operations effectiveness and clinical outcomes

Successful analytics programs are more about leadership, talent, and changing behavior

than about technology.

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Right People: How to Engage

While engaging the right people at the right time in the right context can facilitate

consensus building and accelerate momentum, its important to recognize that

many of them are coming from different starting points and have different priorities.

Stakeholder Engagement

Who is the best

overall Champion to

drive the agenda?

Who are the key

Decision-makers?

Who is the

Executive

Sponsor?

What other internal

or external sources

exist?

How to engage

and prepare them?

Stakeholder Considerations

“How are they

impacted”

“How will they be

involved”“Who is impacted”

How are decisions

made?

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Challenges

• Identifying in-flight projects may be difficult

• Business value may be difficult to define

• Stakeholders may not be communicating within

their own organization

• Different messages will resonate with different

stakeholder groups

Right Pitch: Focus on What Matters

Potential Impact

• Department independence may create

resistance

• Confusion among sponsors and stakeholders

may require more time and effort than planned

• Without clear stakeholder support and

communications, IT may be perceived as

proceeding without a clear mandate

An effective communications program is critical to enlist support, create awareness,

and obtain feedback that may be used to fine-tune the analytics program objectives.

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Pitch Characteristics

• Establish the “compelling vision”

• Resonates with most significant stakeholders

• Expressed in business terms and value to the stakeholder

• Link to other initiatives that already have momentum and support

• Compare to peer and competitor organizations

• Expect and seek pushback early

• Avoid overselling!!!

Right Pitch: Communicate Strategically

With many stakeholders, it is important to balance the issues of flexibility and

consistency.

Target

StakeholdersRelevant

Context

Stakeholder’s

Agenda

Ongoing

Reinforcement

Enterprise

Business

Value

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Right Pitch: Setting the Stage

Successful change agents recognize that effective pitches vary from strategic to

operational and from organization to organization.

In many organizations, the advantage of an enterprise analytics plan lies in

realigning analytics investments to deliver more value to existing programs,

not just funding new initiatives

Business Impact

Support Existing

Programs Better

Create New Value

Streams

Update Outdated

Technology

Bend the

Cost Curve

Improve IT

Efficiency

Improve Decision

Maker Effectiveness

Improve IT

Service

Increase

Agility

Increase Research

Efficiency

Improve Research

Competitiveness

Operational Strategic

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Right Plan: Invest the Time to Plan

Many strategies stall because they consider investment funding as an afterthought.

Key Planning Principles

• Strategy drives architecture and services

• Architecture provides flexibility and agility to accommodate investment priorities

• Investment model incorporates funding options

n Finance

Quality &

Safety

Operations &

Outcomes

Analysis

Individual &

Population Health

Longitudinal

Research

Translational

ResearchSupply

Chain

Strategic

Priorities

Business Driven Use Cases Unified Analytics Architecture Value-based Investment Model

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Planning Tips

• For each project, identify stakeholders and programs that analytics enable or enhance

• Document quantitative and qualitative business value

• Define ranking criteria (e.g., cost savings, revenue enhancers, brand builders, etc.)

• Prioritize investments into groups that resonate with decision makers and stakeholders

• Develop and socialize business case presentation with key stakeholders

• Identify your BATTOS (Best Alternative To The Optimal Solution)

• Finalize and pursue funding approval

Right Plan: Emphasize Business Value

Whether starting a new analytics program or refreshing an existing strategy, a clear

connection between stakeholders, analytic capabilities, and results is critical.

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• What is it you want to accomplish?

• Who is most critical to your success?

• What is the right message and value proposition?

• What approach is best suited to building support for

achieving the program goals?

• What adjustments are necessary?

Summary

The more significant the program, the more important it is to have a game plan that

engages key stakeholders and builds support.

Right

PeopleRight

Pitch

Right

Plan

Track

Progress

Analytics

Journey

Preparation

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