Getting Started with BI A Blueprint for Success

Featuring Avalere Health

We Believe in

Analytics Everywhere

1 Empower more people

2 Enable shared understanding & better decisions

3 Raise the Corporate I.Q.

4 Smarter organizations = better performance

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Logi Analytics

Addressing The Widest Range Of Business Requirements

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Rapid Creation of Analytic Apps

• Empowers technology professionals w/ rapid,

agile and affordable way to create and deliver

compelling dashboards, reports and analyses

• System of Record for sharing KPI’s using

dashboards and reports

• Embedded analytics inline with critical business

applications

• Information distribution to large numbers of users

Out of the Box Business Value

• Enables a broader audience of users to analyze,

visualize and socialize information through a

unique data-forward user interface

• Data Science Built-In data profiling and a

recommendation engine make analysis and

insight more intuitive

• Share insights, collaborate and

distribute analytics

• A Web-based approach, so it is much easier to

deploy, manage and scale

Healthcare

Financial Svcs

Communications

Manufacturing

Retail

High Tech

Transportation

Logi Analytics Overview

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• 600% growth past 5 years

• 1,200+ customers

• 200+ Logi team members

• Offices in the US, UK and Sweden

• 1 of 2 market “challengers”

• $50M in funding

• $27.5M raised in Oct. 2013

Accelerating Growth Sample Customers

Frequently Asked Questions

• How do we get started?

• How do we incorporate user requirements into the

development process?

• What are the common pitfalls to avoid?

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Agenda

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1 BI Paradox

2 BI Project Blueprint

3 Case Study: Avalere Health

4 Logi Analytics Professional Services

BI Paradox

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Modern BI Applications

• Successful BI deployments

are designed and built

exclusively with the end

users’ requirements in mind

• Modern web-based BI

applications must be

meaningful web

components themselves

not unlike those that end

users already use

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BI Requirements

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Requirements are often perceived simply as “key metrics”

or “KPI’s”, but they are much more than that

Requirements include how end users want to interact with

the data, not just the data itself

Key BI Requirements

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1 Workflow/Navigation

2 Branding/Theme-ing/Styling

3 Filters and Constraints

4 Types of Visualizations

Requirement 1: Workflow/Navigation

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Summary and Drill-down: Understanding of how to drill from summary

information to detailed information, and vice-versa

Data context: Meaningfulness of metrics is tied to “where” the end user is in

overall web application

Security Roles: Different roles may see different visualizations or data;

roles may have an entirely different navigation experience altogether (i.e.

doctor vs. patient)

Self-service: Empowering the end user to manipulate data themselves

Requirement 2: Branding/Theming/Styling

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End users want to interact with an application that is cohesive with

rest of the enterprise’s web presence

Includes the basics like brand logos, font colors and size, but

extends to navigational components like menus, mouse-overs, etc.

Requirement 3: Filters and Constraints

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End users will want to interact with a set of data by quickly

augmenting or constraining the set that is visualized

Important to understand the types of filters (e.g. drop-down list of

products, calendar to choose dates) that are meaningful to end-users

Filter constraints can be applied either globally or on just a subset

of visualizations; critical to understand what is meaningful

Requirement 4: Types of Visualizations

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Certain visualizations are more

appropriate than others for

presenting a set of data

End users may have strong

preferences for or against certain

visualizations based on historical

usage

Logi Analytics brings visualization

best practices to bear across

industries based on successful BI

deployments

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Paradox

• Nearly impossible for end users to develop requirements on

their own, especially when transitioning from more

traditional BI paradigms (e.g. static PDF/Excel reports)

• BI application cannot/should not be designed and built

without a solid grasp of end users’ requirements

Path Forward

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If end users cannot define requirements on their own,

and BI architects should not develop without them, what

is the path forward?

Requires a structured way of determining end

users’ requirements to ensure success

Implementation Methodology

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Implementation Methodology

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1 Logi Analytics takes a unique approach to BI implementations

by starting with the data visualizations

2 Using an agile approach, our implementations consist of a series of

rapid iterations as opposed to the traditional “waterfall” approach

3 This approach allows us to quickly:

Connect end-users to capabilities

Gain end-user feedback

Iterate on requirements

Iterative Approach

Real data not required!

• Serves a number of purposes:

– End users understand capabilities of the Logi Analytics

software

– BI architects learn what the end users’ requirements are

quickly

– Data architects understand what data is required to

satisfy BI application, the level of aggregation/detail, etc.

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Iterative Approach

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Iterative Data

Visualization

Data

analysis

Foundational

BI Application

Feedback into

data analysis

Feedback into

data analysis

Feedback into

data analysis

Feedback into

data analysis

Understanding

of data

requirements

Iteration 1 Iteration 2 Iteration 3 Iteration N

BI Project Blueprint Paradox Resolution: Strategic Guidance

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BI Project Blueprint

• Logi Analytics’ “Best Practices” approach to initiate

a BI project

• With a structured agenda, we will:

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Quickly, thoroughly determine the scope and nature of the intended

BI application

Lead detailed discovery sessions to understand and capture

business and technical requirements

BI Project Blueprint: Process

• Logi will analyze these findings and determine

recommended project scope and phasing to build

your BI application

• The deliverables are:

– Recommended approach document consisting of

specific, best practices-based recommendations to

tackle your BI initiative

– Summary presentation of the document

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BI Project Blueprint: Process

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Business Requirements

• Scope

• Key capabilities

• Target audience

• Performance requirements

Technical Requirements

• Application integration

• Security

• Performance/scalability

• Best-fit visualization components

• Data sources

• Hardware and software infrastructure

Along with a high-level estimate of the duration and cost of

the project, your BI Blueprint will cover the following areas:

BI Project Blueprint: Analysis and

Deliverables

Professional Services will analyze your Business and

Technical Requirements, and formulate a strategy to include

recommendations in the following areas:

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Analysis, Deliverables

• Phases

• User Interface Design

• Data Configuration

• Security Integration

• Infrastructure Design

• Logi Application Design

BI Project Blueprint: Analysis and

Deliverables

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BI Project Blueprint: Analysis and

Deliverables

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BI Project Blueprint Is Ideal For:

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1 Getting started with a brand new BI project or new BI initiatives

2 Providing a clear understanding of the duration and cost of your

initiative before allocating resources

3 Formulating an approach when high level objectives are

understood, but a plan does not yet exist

4 Understanding potential pitfalls at the outset

5 Providing validation of a proposed or new initiative and gaining

buy-in from key stakeholders

Case Study: Avalere Health

Anne Tumlinson

Senior Advisor, Avalere Health

Avalere’s Vantage Care Positioning System

June 2014

avalere.com

At-A-Glance

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Company Overview

● Founded in March 2000

● Strong mission orientation

● Presently 190+ employees

● Annual audit by Grant Thornton, debt free

● Privately held, majority employee owned

Our Staff

Customer Overview

Reach and Influence

● Extensive Fortune 500 client roster

● Press coverage at national and local level;

active in social and traditional media

● Featured speaker at national industry

conferences and webinars

● Sought after independent voice

The Vantage Care Positioning System

Destination Type # % of Total

Discharges

HOSPITAL A HOME HEALTH HHA 141 2.81

SNF ABC SNF 139 2.77

YOUR SNF SNF 138 2.75

REHAB. HOSPITAL IRF 118 2.35

SNF DEF SNF 76 1.52

SNF GHI SNF 57 1.14

SPECIALTY HOSPITAL LTACH 56 1.12

HOME HEALTH 2 HHA 48 0.96

SNF JKL SNF 40 0.8

HOME CARE 3 HHA 32 0.64

65.7%

21.0%

7.6% 3.7% 2.0%

SNF HHA

IRF LTACH

Other IP

Discharge Destination Settings

for Hospital A

(n=1,725)

The Vantage Care Positioning System includes 2009-2012 Medicare 100 Percent Standard Analytic File (SAF) fee-for-service claims data from the Centers for Medicare and Medicaid Services (CMS).

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//EXAMPLE//

Sponsored by LeadingAge

Why Logi Analytics

• Design flexibility

• Cost

• Ability to run analytics

• Sophisticated delivery: maps, data tables, filters

The initial product year has been very successful: 40+

contracts for multiple years and nearly 100% renewal

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Important Takeaways

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1 Consider end-user requirements: workflow, branding, filters

2 Take an iterative approach, and involve your end-users

3 Start with the visualizations: these are your requirements!

4 “Final” data is not critical to getting started

5 Phase your project: don’t try a big-bang, waterfall approach

Professional Services Offerings Strategic and Tactical

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Professional Services Offerings

• Logi Analytics provides services to ensure

customer success in the following categories:

– Strategic Guidance: initiate successful BI

implementations

– Best Practices Implementation: end-to-end services

from requirements definition to production hand-off

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Strategic Offerings

Learn More Today:

http://learn.logianalytics.com/logi-pro-serv

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BI Project Blueprint

QuickStart

Go To Market

Design Services

Establish requirements, make detailed recommendations

with implementation plan

Developer training and “Best Practices” consulting to

coach/mentor down the path of building a BI application

For software providers, determine “packages” to sell their

customers, with implementation timeframes, etc.

Establish model for desired look and feel/design aesthetic

for BI application

Thank You!

For more information, visit

http://learn.logianalytics.com/logi-pro-serv