What's Possible in Year One - MicroStrategy

What's Possible in Year OneFeb 5, 2019

Matt Kelley- Product Owner

Kenny Wade- Architect

We help clients

achieve better

patient, financial

and operational

outcomes

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%


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

Analytic Goals


Where it all began…

From Green Screen

to Excel


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


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


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


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

A Long Time Ago...


Today

2016 2017 2018 2019

Strategy

First Draft

Gartner Conference

Jump Start Funding Approved

MicroStrategy

World 2019


2019

Today

Feb Apr Jun Aug Oct Dec Feb

Contract

Signed

MicroStrategy

World 2019

Hired

Architect

Software

Installed

Honeymoon Phase

Honeymoon


Web Apps./MicroStrategy./ConiferCore./MicroStrategyLibrary./appliedscience

Web Server/MicroStrategy/servlet/mstrWeb

Hadoop ImpalaQA EDW


MSTR Metadata (QA)

Hadoop Impala Production EDW

CLUSTERED

Load Balancer

Test URLDev URL Production URL

Intelligence Server64GB RAM






Development Environment Test Environment Production Environment

Statistics / Enterprise Manager

(QA)

MSTR Metadata (Dev)


(Dev)

MSTR Metadata (Production)


(Production)

Web Apps./MicroStrategy./ConiferCore./MicroStrategyLibrary

Web Apps./MicroStrategy./ConiferCore./MicroStrategyLibrary

Servers / ServicesMicroStrategy Mobile


MicroStrategyWS


MicroStrategyWS

Environment Buildout

https://conhdcprmsdv02.tenethealth.net:8443/MicroStrategy/servlet/mstrWeb



https://conhdcprmsbi03.tenethealth.net:8443/MicroStrategy/servlet/mstrWeb


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.


▪ Data analysts usually don’t have UX experience

▪ Most are report writers with little visualization knowledge

UX/Visualization Plan

Stephen Few

Edward Tufte


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


2019

Today


Contract

Signed

MicroStrategy

World 2019

Hired

ArchitectRelease 1.0MicroStrategy

Installed

Honeymoon Phase Reality Phase

Reality


Integration Challenges

➢ Data Replication/ Change Data Capture (CDC)

➢ IT Security Policies Led to Technical Complexity

➢ Integration with Security Administration application

➢ SSL Configuration and Process


Security Complexity

Hadoop Impala Production EDW

CLUSTERED

Intelligence Server

Intelligence Server



MSTR Metadata (Production)


(Production)

Web Apps./MicroStrategy./ConiferCore./MicroStrategyLibrary./appliedscience

Load Balancer

Production URL


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.


https://conhdcprmsbi03.tenethealth.net:8443/MicroStrategy/servlet/mstrWeb

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.


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.

https://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=2ahUKEwihga7gr_bfAhVRmK0KHQdIBw0QjRx6BAgBEAU&url=https://biweb.rcoe.us/&psig=AOvVaw0WaBRvAmGimrdsv3ilro1a&ust=1547867979600450


Create Separate Operating Areas


Departmental Analyst “Develop” within My Reports Folder

Leverage Shared Folder Structure for “Production”


Portfolio on Day 1

Enterprise Grade

Curated ContentPilot Content

Landing Page

And growing…


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.


2019

Today


Contract

Signed

MicroStrategy

World 2019

Hired

ArchitectRelease 1.0MicroStrategy

Installed

Honeymoon Phase Reality Phase Maturity Phase

Release 2.0

Maturity


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.

https://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=2ahUKEwihga7gr_bfAhVRmK0KHQdIBw0QjRx6BAgBEAU&url=https://biweb.rcoe.us/&psig=AOvVaw0WaBRvAmGimrdsv3ilro1a&ust=1547867979600450


Capability Acceleration

Mobile Start Up

▪ 3 Week engagement

▪ Design, Build, Deploy

▪ Content Handoff

Predictive Analytics

▪ Install and Configure

R Libraries

▪ Trained data scientists


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.


Keep People Informed


New Technologies require New Ways of Thinking


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


Enterprise Manager


Examples


Conifer’s Extended Team

Wassim Saade

Monte Stewart

Galvin Chow

Rob Saenz

Jay DiRuscio

Jon Brooks

Francisco De La Cruz

Michelle Galatis

Duncan Hall


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


Questions?


Thank [email protected]

[email protected]

Documents

What's Possible in Year One - MicroStrategy