Roadmap  to  Successful  Data  Virtualiza5on  Adop5on  

Agenda  

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1 History of DV at Excellus

2 DV Use Cases

3 Current and Future State

4 Lessons Learned

5 Questions?

History  of  Data  Virtualiza5on  at  Excellus  2009  -­‐  Present  

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First  Steps:  2009  -­‐  2010  •  Proof-­‐of-­‐Concept  with  Virtual  View  Master  in  2009-­‐2010  

•  Expanded  POC  with  Composite  Informa5on  Server  in  2010  

•  Purchased  Composite  Informa5on  Server  in  2010  

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Agile  Solu5on  for  BI  and  IM  •  Data  is  not  always  consolidated  into  the  Data  Warehouse  

•  Data  Warehouse  Transforma5on  (CDW  to  EDW  transi5on)  

•  Deployment  5mes  for  ETL  projects  to  move  data  to  the  Data  Warehouse  not  fast  enough  

•  Data  stored  across  database  plaUorms  (e.g.  Oracle,  SQL  Server,  DB2,  other)  

•  No  reason  to  physically  move  and  persist  data  

•  Data  Silos  

•  Third-­‐party  extracts  needed  for  repor5ng/analy5cs  

•  Rapid  prototyping  

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Federated  Data  Warehouse  

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Federated  Warehouse  Views  on  DV  Server  

Packaged  Apps   RDBMS   OLAP  Cubes   Flat  Files   Web  Services  

Data  Warehouse   Data  Warehouse  

BI,  CPM,  and  Repor5ng  

Portals  and  Dashboards  

Custom  and  Composite  Apps  

ETL  Server   ETL  Server  

Business  Solu+on  Layer  

Data  Integra+on  

Layer  

Data  Source  Layer  

XDW  –  eXtended  Data  Warehouse  

7 Packaged  Apps   RDBMS   OLAP  Cubes   Flat  Files   Web  Services  

Data  Warehouse  

BI,  CPM,  and  Repor5ng  

Portals  and  Dashboards  

Custom  and  Composite  Apps  

ETL  Server  

Business  Solu+on  Layer  

Data  Integra+on  

Layer  

Data  Source  Layer  

Complementary  Views  on  DV  Server  

Cognos  BI  Environment  •  >  1200  Internal  Users  •   Report  Studio  •   Query  Studio  

•  >  1200  External  Users  •   Cognos  BI  Portal  (Desktop  and  Mobile)  •   Portal  used  by  Brokers  and  Large  Groups  

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ROI  from  DV  •  ROI  (internal  &  external)  achieved  through:  

•  Agility  •  Rapid  Development  Ø   1  DV  Developer    -­‐  results  in  days  to  weeks      -­‐  COMPARED  TO  -­‐  

Ø   Standard  EDW/ETL  -­‐  Solu5on  Architect,  Project  Manager,  Data  Modeler,  Data  Architect,  ETL  Developer  –  results  in  weeks  to  months  

•  Excellus  wins  business  due  to  the  internal  cost  savings  that  allow  us  to  give  BI  capabili5es  to  Brokers  and  Groups  that  other  plans  charge  for.  

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Data  Virtualiza5on  Use  Cases  External  and  Internal  Repor5ng  

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External  Portal  for  Brokers  and  Groups  •  High  Cost  Claimant  for  Employer  Group  Repor5ng  

•  Combine  EDW  –  EDWSTG  –  PEAR  •  Enhances  standards  claims  informa5on  with  Episode  Treatment  

Groups  (ETG)  and  other  analy5cal  informa5on  from  MEDai  •  ETG  provides  the  basis  of  valid  comparisons.  Episodes  are  created  

by  collec5ng  all  inpa5ent,  outpa5ent,  and  ancillary  services  into  mutually  exclusive  categories.    

•  PEAR  re5red  –  no  change  in  func5onality  

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External  Portal  for  Brokers  and  Groups  •  Healthcare  Management  Program  

•  Combine  EDW  with  SAS  for  U5liza5on  Management  Repor5ng  •  U5liza5on  Management  (UM)  is  the  evalua5on  of  the  medical  

necessity,  appropriateness,  and  efficiency  of  the  use  of  health  care  services,  procedures,  and  facili5es  under  the  provisions  of  the  applicable  health  benefits  plan,  some5mes  called  “u5liza5on  review.”  

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External  Portal  for  Brokers  and  Groups  •  Annual  Group  Informa5on  Form  

•  Phase    I  •  Manual  Excel-­‐based  process  •  Data  cached  in  Oracle  

•  Phase  II  •  AGIF  Data  Mart  and  Siebel  as  new  data  sources  •  Exis5ng  queries  repointed  to  views  sourced  from  new  data  sources  

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Internal  Repor5ng  •  Rx  Claims  Repor5ng  

•  Combine  EDW/FACETS/HPXR/PBMS  for  mul5ple  reports/dashboards  

•  Data  across  all  systems  has  different  latency  (real-­‐5me,  daily,  weekly,  monthly)  

•  Health  Reimbursement  Account  (HRA)  Reports  •  PBMS  to  HPXR  

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Internal  Repor5ng  •  Enrollment  Errors  

•  Replaced  the  need  for  a  physical  Enrollment  Errors  data  mart  •  Combines  enrollment  errors  from  three  data  sources  (HPXR/

FAEXTCOR/FACETCOR)  •  Execu5ve  Dashboard  for  Daily/Monthly/Yearly  trends  

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Internal  Repor5ng  •  Doc  Services  Workflow  

•  Track  data  from  Doc  Services  database  and  Facets  

•  Enterprise  Scorecard  •  Excel  data  cached  to  Oracle  

•  Network  and  Provider  Audit  Reports  •  Change  Data  Capture  DB  (CDC)  and  Facets  

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Current  and  Future  State  2014  -­‐  2016  

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CDV  Expansion  -­‐  2014  •  “Tipping  Points”  

•  Cisco  Acquires  Composite  in  2013  •  Data  Strategy  Planning  at  Excellus  •  Discussions  with  Enterprise  Architecture  Team  

•  Addi5onal  Investment  in  Cisco  Data  Virtualiza5on  •  Doubled  Produc5on  Capacity  •  High  Availability  and  Ac5ve  Cluster  

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Enterprise  Involvement  -­‐  2015  •  Integra5on  Governance  Council  

•  Standards  and  Best  Prac5ces  •  RACI  Matrix  

•  Use  Case  Expansion  •  Web  Services?  •  ETL  Source?  •  Virtualized  Data  Marts?  

•  Enterprise  Data  Abstrac5on  Model  

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Enterprise  Data  Abstrac5on  Model  

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Next  Steps:  2015  -­‐  2016  •  Professional  Services  Engagement  •  Con5nue  to  define/refine  Standards  and  Best  Prac5ces  within  

Integra5on  Governance  •  Iden5fy  and  Deploy  Expanded  DV  Use  Cases  •  Expand  and  Increase  Current  BI  and  SAS  Capabili5es  

•  Hadoop  •  Data  Lakes  

•  CDV  Wiki  

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Lessons  Learned  2009  -­‐  Present  

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Lessons  Learned  •  Bomom-­‐Up  vs  Top-­‐Down  Approach  •  Pick  your  spots  to  get  ini5al  “wins”  and  ROI  •  Organiza5onal  Roles  and  Responsibili5es  

•  Business  Sponsor(s)  for  Data  Abstrac5on  Subject  Areas  •  SME’s  for  Combined  Data  (not  just  single  source)  •  Virtual  vs  Dedicated  Team  

•  Document  Standards  and  Best  Prac5ces  •  Communicate  Capabili5es  and  Success  

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Ques5ons?  

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