INFORMATION SERVICES Decision Support Office Evolution of Business Intelligence

INFORMATION SERVICES About University Health Systems We are a regional health system serving 29 counties in eastern North Carolina, and we’re working every day to improve the health of the 1.3 million people we serve. Pitt County Memorial Hospital, Greenville Bertie Memorial Hospital, Windsor Chowan Hospital, Edenton Duplin General Hospital, Kenansville Heritage Hospital, Tarboro Roanoke Chowan Hospital, Ahoskie The Outer Banks Hospital, Nags Head Albemarle Health, Elizabeth City

INFORMATION SERVICES Objective Create and deliver solutions that make a positive impact on the strategic objectives of University Health Systems.

INFORMATION SERVICES Solution (1992) Pitt County Memorial Hospital became a customer of Mainframe FOCUS in Created a process to move data into a relational DB2 table structure for reporting. FOCUS job stream executed monthly via the Scheduler. This solution allowed report writers to create simple ad hoc reports.

INFORMATION SERVICES Solution (1996) Stored the summarized data in a DB2 Database. Allowed users to access the data via Mainframe Focus Allowed users to access the data via Mainframe Focus.

INFORMATION SERVICES Menu Driven Reporting This process used a single application platform This process used a single application platform. There were no data files to process or download.

INFORMATION SERVICES Evolution Catalyst data from multiple data sources and platforms (SQL, Oracle, Access, DB2, AS400). Retrieve data from multiple data sources and platforms (SQL, Oracle, Access, DB2, AS400). Automate report execution and delivery. Graphing capabilities. Allow customers to retrieve data from a self service web portal.

INFORMATION SERVICES Solution (1998) University Health Systems purchased WebFOCUS in Analysts were able to write queries on their local machine with outputs of Excel, HTML, and PDF. Laid the foundation for future reporting options such as scheduled report executions.

INFORMATION SERVICES Evolution Catalyst Needed an automated way to deliver the reports via web portal and . Wanted to be able to track report usage. The number of report solutions were growing as well as the number of manual processes. Reports that performed high level aggregation took a long time to run.

INFORMATION SERVICES Solution (2006) University Health Systems purchased ReportCaster, BI Portal, and implemented a reporting server in ReportCaster allowed reports to be executed for batch interfaces and delivery. The BI Portal was marketed as “Pulse Dashboard” and when users accessed their reports we could track report usage. The reporting server allowed reports to be published in a centralized location.

INFORMATION SERVICES Today’s Evolution Catalyst Report usage grew faster than the server could support. delivered reports were starting to impact the cost and performance of the servers. Too many places where reports could be retrieved. More data requests and research questions than resources. Third party vendors were competing against us. Many users that were data savvy wanted the ability to create their own reports and slice the data without having to submit a data request.

INFORMATION SERVICES Timely Data - DAMEN DAMEN – DAshboard Management ENvironment. DAMEN allows customers to get this summarized data quickly since the data is processed beforehand. The use of dashboards allows management to create targets and track their business over time.

INFORMATION SERVICES Timely Data – DAMEN Cont. A query is scheduled and the output is sent to DAMEN for future use. A dashboard or summary report then accesses DAMEN and retrieves the data for the customer in a timely manner.

INFORMATION SERVICES Timely Data - Architecture Before 1 Server for Testing, Development, and Production SQL and Access Database used ODBC Run away queries executed by developing analysts would cause production downtime After 1 Server for Testing and Development 1 Server for Production Used the WebFOCUS adapter solely for querying data sources instead of ODBC DBAs helped analyze long running queries for indexing opportunities

INFORMATION SERVICES Overhead Pros to Delivery: Convenient to the customer Cons to Delivery: Mail Server Overhead (Cost and Performance) Scheduling issues such as delays in ETL, server hiccups, and other technical phenomenons caused analysts to have to manually execute the schedule Report usage could not be tracked, only assumed Solution: Culture change to drive customers to use our report portal called Pulse Dashboard

INFORMATION SERVICES Too Many Venues One reason customers were not using reports is they forgot where to obtain the report. Too many reports and venues to obtain the reports caused confusion. Solution: Sunset other portals for obtaining reports and have one primary venue: Pulse Dashboard

INFORMATION SERVICES Too Many Venues – Cont. Not only did we have one venue, but we created role based security. I only see the reports that pertain to me.

INFORMATION SERVICES Data Explosion The need for data grew exponentially over the last decade. There were more data requests and research questions than resources could support. Solution: The Decision Support Office was formed in 2007 to organize personnel and support the mission to create and deliver solutions that make a positive impact on the strategic objectives at University Health Systems.

INFORMATION SERVICES Competing with Vendors Within the last few years there have been many third party vendors that offer complex Business Intelligence solutions. These vendors require us to create data extracts that plug into their framework. Many times the work involved with these extracts is greater than creating the solution in house. Solution: Information Builders’ products have given our Decision Support Office the ability to deliver many in house solutions that has saved thousands of dollars.

INFORMATION SERVICES Competing – Example 1

INFORMATION SERVICES Competing – Example 2

INFORMATION SERVICES Self Service Tools There are many users that are data driven at UHS. Just a few customers can create a large volume of data requests There are many users that are data driven at UHS. Just a few customers can create a large volume of data requests. The need for tools that allow their users to slice and dice the data using data marts or views is in high demand.

INFORMATION SERVICES Self Service Tools – Active Reports Active Reports was purchased in early 2009 as a cost effective measure to put self service tools into our production environment. One line of code can be used in programs to activate this technology. Active outputs have been effective solutions when used in drilldowns on dashboards.

INFORMATION SERVICES Self Service Tools – Active Reports

INFORMATION SERVICES Self Service Tools – InfoAssist InfoAssist was purchased this year (2010) as a “Proof of Concept” to assist business users with OLAP analysis of financial data for profitability reporting. Users have the ability to share reports with other business users. Software is “NOT” required on end user workstations

INFORMATION SERVICES Self Service Tools – InfoAssist

INFORMATION SERVICES Our Business Intelligence Future Will continue to rollout data marts and views to serve our data savvy customers. Users will have the ability to subscribe to a menu of reports. Adobe Flex Enable will take us to the next level for our dashboard and self-service implementations. Built-in training modules using streaming video.

INFORMATION SERVICES Our BI Future – Cont.

INFORMATION SERVICES Conclusion One thing is certain, Business Intelligence will continue to evolve in the years to come. One thing is certain, Business Intelligence will continue to evolve in the years to come. We feel comfortable with Information Builders’ suite of products to serve us for what the future brings.

INFORMATION SERVICES Conclusion – Cont. The usage of the reports and dashboards on Pulse Dashboard speaks for itself.

INFORMATION SERVICES More To Come! THE END