A Strategic Road Map and Architectural Considerations for Healthcare Business Intelligence Greg Beaumont BI Architect greg.beaumont@gnetgroup.com Twitter: @grbeaumont

With GNet Group from 2009 to Present Introduction Greg Beaumont BI Consultant GNet Group LLC With GNet Group from 2009 to Present Education: Carlson School of Management at University of Minnesota – MBA St. Mary’s University – B.A. in Biology / Pre-Med PMP Certified Follow: Twitter: @GRBeaumont GNet Group Blog: http://blog.gnetgroup.com

Agenda About GNet Group Healthcare BI Challenges BI Methodologies GNet Group SightN2TM for Healthcare HCUP Data Source Foundation for an Enterprise Data Warehouse Strategy and Demonstrations: PowerPivot for Excel PowerPivot for SharePoint Power View SharePoint PerformancePoint Dashboards Excel Data Connections Excel 2013

About GNet Group Microsoft managed Gold Certified Partner that applies it’s deep experience, discipline and industry knowledge to deliver solutions for organization wide collaboration and empowering data driven decisions. Leading provider of Microsoft BI and SharePoint solutions 100s of projects across multiple verticals SQL 2012 RDP partner Finalist for Global Business Intelligence Partner of the Year 2011 HQ in Minneapolis, local office in Dallas, offshore development center in Pune, India

Agenda About GNet Group Healthcare BI Challenges BI Methodologies GNet Group SightN2TM for Healthcare HCUP Data Source Foundation for an Enterprise Data Warehouse Strategy and Demonstrations: PowerPivot for Excel PowerPivot for SharePoint Power View SharePoint PerformancePoint Dashboards Excel Data Connections Excel 2013

Healthcare BI Statistics The Drivers of Healthcare BI Most industry verticals adopted analytical strategies in the 1990’s, which led to early adoption of BI in the early 2000’s (Six Sigma, Just-in-Time, Lean Manufacturing, Supply-Chain Management, etc.) Healthcare provider organizations are unique in their latency to adopt standards and process-based analytics Less focus upon revenue Physician culture is traditionally adverse to planning based upon revenue and spending $ on IT Government policy and tight budgets have changed the game Healthcare data is collected from applications built by companies that do not have analytics and BI as a core competency EMR companies haven’t designed their products to be data-analysis friendly Billing and Coding software has it’s hands full with insurance company standards, data analysis capabilities have been overlooked Departments operate in silos, and referral networks are poorly analyzed and understood

Healthcare BI Today HCA/CMO Clinical Diagnostics Financials Admissions Claims Inventory Imaging

Typical Healthcare Departmental Reporting

Agenda About GNet Group Healthcare BI Challenges BI Methodologies GNet Group SightN2TM for Healthcare HCUP Data Source Foundation for an Enterprise Data Warehouse Strategy and Demonstrations: PowerPivot for Excel PowerPivot for SharePoint Power View Excel Data Connections SharePoint PerformancePoint Dashboards Excel 2013

Classic Approach to BI 80%-backend work takes too long 20%-touch & Ent Data Integration & Architecture Time 20%-touch & feel at project end How often do requirements evolve during design/development? How often do requirements change and impact design/development? How often are the requirements and data in sync? How does the above impact design/development? How fast can we change a DW / ETL to align with changing requirements?

Agile Approach to BI Ent. Data Integration & Architecture Time What about data integration, i.e. Ent Data Warehouse? One EDW vs. siloed data marts What about multiple perspectives of data (e.g. sales hierarchy, marketing hierarchy)? What about single source of truth? (e.g. Multiple Data marts – sales, marketing) Can we rebuild / change data marts without impacting reports? How can we build a single, consistent enterprise data warehouse over time?

Blend the Two? Ent Data Architecture 10A. Deployment Blend the Two? 3. Project Planning 4. Business Questions and Requirements 5. Data Arch & Int 6. Prototype (BI App) Model Design Dev 7. Deploy Self Service 8. Feedback 9. Backlog 2. Assessment, Roadmap and Release Plan 1. Business Vision and Strategy 9A. Development 8A. Physical Design 7A. Physical Design For Each Roadmap Phase 6A. Build ODS /Dimensional Model Based on Personal / Team Data Warehouse build In parallel Ent Data Architecture Time: Early results. Buy time for Data Architecture End Goal is a comprehensive BI solution (ETL, EDW and Presentation) Agile BI Solutions in the interim while Data Architecture is built Ent. Data Architecture: ODS, EDW based on Exploration, Evaluation and Evolution. Accelerate robust EDW build based on solid requirements and feedback

How does SQL Server 2012 fit in? 10A. Deployment How does SQL Server 2012 fit in? 9A. Development 3. Project Planning 4. Business Questions and Requirements 5. Data Arch & Int 6. Prototype (BI App) Model Design Dev 7. Deploy Self Service 8. Feedback 9. Backlog 2. Assessment, Roadmap and Release Plan 1. Business Vision and Strategy 8A. Physical Design 7A. Physical Design 1st Iteration: PowerPivot 2nd Iteration: Team BI with SharePoint & PowerPivot or org BI - SSAS For Each Roadmap Phase 6A. Build ODS /Dimensional Model Based on Personal / Team Data Warehouse built in parallel Ent Data Architecture Time: Early Results. Buy Time for Data Architecture Time : Agile, self service personal (PowerPivot) and/or team BI (PowerPivot for SharePoint) Promote PowerPivot to SSAS (Org BI) Some applications will remain in PowerPivot (Personal / Team)

Team BI Personal BI Organizational BI PowerPivot for SharePoint PowerPivot for Excel Organizational BI Analysis Services (OLAP) + SharePoint

Scenario 1: First DW (end goal is EDW) 2 Personal BI Power Pivot for Excel Team BI Power Pivot for SharePoint Promote to IT Managed Environment – Process & Security Organizational BI Performance Point Excel and Excel Services SSRS PowerPivot BI Semantic Model 1 3 POS CRM ERP Other ODS SOURCE DBs EDW Analysis Services Agility and long term data architecture!

Scenario 2: Enhancing to existing DW Personal BI Power Pivot for Excel Team BI Power Pivot for SharePoint Promote to IT Managed Environment – Process & Security Organizational BI Performance Point Excel and Excel Services SSRS PowerPivot BI Semantic Model 1 POS CRM ERP Other ODS SOURCE DBs EDW Analysis Services Agility and long term data architecture!

Agenda About GNet Group Healthcare BI Challenges BI Methodologies GNet Group SightN2TM for Healthcare HCUP Data Source Foundation for an Enterprise Data Warehouse Strategy and Demonstrations: PowerPivot for Excel PowerPivot for SharePoint Power View SharePoint PerformancePoint Dashboards Excel Data Connections Excel 2013

Healthcare Cost and Utilization Project (HCUP) “HCUP databases bring together the data collection efforts of State data organizations, hospital associations, private data organizations, and the Federal government to create a national information resource of patient-level health care data (HCUP Partners).” http://www.hcup-us.ahrq.gov/overview.jsp

HCUP Data Architecture Example One State, SEDD and SID Databases

Presentation and Analysis CRM ERP Etc. Data Marts Data Warehouse AHRQ HCUP Data Data Warehouse SQL OLAP Presentation and Analysis SQL Server Analysis Services Cubes PPS Dash Boards SQL Server Relational Databases: ODS Staging Data Warehouse Phase 2 OLAP SSRS Reports AHRQ HCUP DATA Excel Services PowerPivot Columnar In-Memory PowerPivot / Excel Integration Services Enterprise ETL SQL Agent Jobs Power View SQL Server SharePoint 21 21

Presentation and Analysis CRM ERP Etc. Data Marts Data Warehouse Source Systems Data Warehouse SQL OLAP Presentation and Analysis SQL Server Analysis Services Cubes ERP PPS Dash Boards AHRQ HCUP DATA SQL Server Relational Databases: ODS Staging Data Warehouse Phase 2 OLAP SSRS Reports POS Excel Services Finance PowerPivot Columnar In-Memory PowerPivot / Excel Integration Services Enterprise ETL SQL Agent Jobs EHR Power View SQL Server SharePoint 22 22

The Evolution of Dashboards, Statistics and Healthcare Intelligence Drill-Down Dashboards Spread-Marts SightN2 Healthcare Data Analysis 2000 2005 2010 Statistical Programs Process Improvement

Agenda About GNet Group Healthcare BI Challenges BI Methodologies GNet Group SightN2TM for Healthcare HCUP Data Source Foundation for an Enterprise Data Warehouse Strategy and Demonstrations: PowerPivot for Excel PowerPivot for SharePoint Power View SharePoint PerformancePoint Dashboards Excel Data Connections Excel 2013

PowerPivot for Excel Analysts and Subject Matter Experts can mash up data from different sources with Excel-like skills Data modeling and prototyping Specialized dimension creation and use with EDW data Dashboards using millions of rows of data can be migrated to SharePoint

PowerPivot for Excel CHALLENGE: A Subject Matter Expert wants to create a report in which ICD9 codes specific to AMI (Acute Myocardial Infarction) inclusion for Joint Commission ORYX version 4.2 are used with patient visit data. OPTION # 1: Maintain EDW type 2 dimensions for every version of every type of performance measure OPTION # 2: PowerPivot!

PowerPivot for Excel

PowerPivot for SharePoint PowerPivot Excel Workbooks can be published and shared with a team Dashboards can be auto-refreshed SharePoint provides version control SharePoint integrated security

Power View PowerPivot data model published to SharePoint can be used for interactive, dynamic dashboards Motion charts, scatter charts, image integration Will be fully integrated into Excel 2013

Power View CHALLENGE: How can Total Visits, Mortality Rate, Average Length of Stay, Gender, and Age Group for hospitalized patients be displayed on one chart with filters?  SOLUTION: Power View!

Power View

SharePoint PerformancePoint Dashboards Enterprise dashboards with the speed, efficiency, and power of an OLAP data source Fully integrated security Advanced slice-and-dice capabilities and advanced analytics

SharePoint PerformancePoint Dashboards

Dr. David Blumenthal - National Coordinator for Health Information Technology Speaking at this month's meeting of the HIT Policy Committee, an HHS advisory panel, Blumenthal mused about distinguishing between "vanilla meaningful users" and others that might be able to demonstrate significantly better-than-average outcomes, healthsystemCIO.com reports. According to Blumenthal, some in the latter group "might say, 'If I've accomplished performance outcomes which are three standard deviations better than other institutions, related to 10 outcomes criteria using health information technology, maybe I should be exempt from the task of checking boxes, because I'm there; I've risen above the criteria you put in the regulation."

Excel Data Connections Connect to an OLAP cube from Excel Fully integrated security High-power engine with a familiar user interface Publish to SharePoint, just like Excel with PowerPivot

Excel Data Connections

Excel 2013 - Coming Soon! Excel 2013 integrates PowerPivot and Power View along with new mapping capabilities and interactive features!

In Summary PowerPivot for Excel is available free of charge with an Excel 2010 license, and is built into Excel 2013 All other tools are part of the SharePoint stack for SQL Server 2008 R2 and/or SQL Server 2012 Deliver initial reports within weeks to demonstrate value with GNet Group SightN2TM for Healthcare Establish the foundation for an iterative, comprehensive Enterprise Data Warehouse (EDW)

Reference Information Several blog posts related to this presentation have been published at http://blog.gnetgroup.com. A post that lists them as url links was published at the GNet Group Blog today, 9/20/2012. Reference sheets with related reading materials and links are available, and will also be available at our display area. If you’d like a digital copy of the reference sheet, please email me at greg.beaumont@gnetgroup.com and I’ll send you a copy.

Contact Us http://www.GNetGroup.com Follow us! Blog: http://blog.gnetgroup.com LinkedIn: http://www.linkedin.com/GNetGroup Twitter: http://www.twitter.com/GNetGroup YouTube: http://www.youtube.com/GNetGroup Greg Beaumont BI Architect greg.beaumont@gnetgroup.com Twitter: @grbeaumont