1. © 2014 IBM Corporation 1 Smarter Care and Social Programs Care AnalyticsSmarter Care & Social Programs IBM Cúram Social Program Management © 2014 IBM Corporation IBM Smarter Social Programs Social Program Management Date Presenter

2. © 2014 IBM Corporation 2 Smarter Care and Social Programs Care Analytics Guidance to the seller REMOVE THIS SLIDE FOR EXTERNAL PRESENTATIONS Purpose: — Provides a general introduction to IBM’s point of view on the IBM Cúram Social Program Management solution bundle and the Smarter Care and Social Programs segment generally — Explains IBM’s capabilities and value proposition in the space at a high level — Tees up a transition to deeper conversations (e.g., visioning workshop) Audience: — C- level executives, LOB leaders, and CIOs in the following social program industries: — Employment, Disability and Worker’s Compensation, Developmental Disabilities, Social Assistance, Child Support Enforcement, Mental Health, Family Services, Public Health Insurance, Juvenile Justice Feedback: Please provide feedback on this asset to eblatt@us.ibm.comeblatt@us.ibm.com

3. © 2014 IBM Corporation 3 Smarter Care and Social Programs Care Analytics Contents IBM Commitment The Situation The Solution Next Steps

4. © 2014 IBM Corporation 4 Smarter Care and Social Programs Care Analytics IBM has a strong, long-standing commitment to social programs, which was expanded with the acquisition of Cúram Software Offers industrial-strength, line-of-business software for social programs, covering all types of organizations Adds some 700 subject matter experts in social programs to IBM: —40 client-facing specialists with deep industry knowledge —300 service professionals experienced in social programs —320 dedicated social program product development resources Provides a new social programs policy research capability—the IBM Cúram Research Institute

5. © 2014 IBM Corporation 5 Smarter Care and Social Programs Care Analytics Social program management is the core of what we do In some cases, social programs will be implemented at a single level of government But, in most cases, they will be implemented across different levels of government We can start at the enterprise level and scale down or start at the individual program level and scale up Social programs exist in almost every country Family services Employment Public pensions Disability and workers’ compensation Social assistance Public health insurance National government Family benefits Unemployment benefits National pensions Disability benefits and pensions Tax credits Social benefits National health schemes State and provincial Child welfare Workers’ compensation Private insurance Cities / Counties Homeless child and adult care Employment services Employer, personal and industry pensions Disability services

6. © 2014 IBM Corporation 6 Smarter Care and Social Programs Care Analytics Contents IBM Commitment The Situation The Solution Next Steps

7. © 2014 IBM Corporation 7 Smarter Care and Social Programs Care Analytics Societal shifts —Social exclusion, poverty —Changes in family structures —Changing patterns of migration and work Generational shifts —Aging societies —Unemployment, particularly among the young Government status quo —Old and unstable technology —Budgetary constraints Government shifts —Increased outsourcing —Rising costs of social and health programs with more recipients —Intolerance of fraud, abuse, waste and error Challenges and issues that governments need to address

8. © 2014 IBM Corporation 8 Smarter Care and Social Programs Care Analytics One-size-fits-all no longer appropriate Prevention, early intervention Holistic view Governments need new approaches to address emerging social trends and issues Business Megatrends Equitable program coverage Program reform: social assistance, employment, disability, pensions Restructured financial models Delivery channels Differential response Predictive models Focus on outcomes Modern delivery systems Dynamic programs Shared and integrated service delivery models Universal access models Requirements Foundation Coordination

9. © 2014 IBM Corporation 9 Smarter Care and Social Programs Care Analytics OutcomesNeeds  Outcome Evaluation -Clients -Providers -Programs -Processes -Spend  Multidimensional Analytics -Fraud -Social Innovation Programs -Assessment & Response Models To IBM’s Social Program Management approach enables governments to make necessary changes Measure Outcome Evaluation -Clients -Providers -Programs -Processes -Spend Multidimensional Analytics -Fraud -Social Innovation Programs -Assessment & Response Models Manage Outcome Plans Personal Budgets Provisioning Collaboration and Social Media Multidisciplinary Teams Provider Management Financial Management Respond Integrated Eligibility & Entitlement Intake & Enrollment Differential Response Evidence-based Models Assess Social Context Analysis Evidence Management Strength & Needs Advisor Priority, Complexity & Risk (PCR) Analytics Identify Triage, Screening & Applications Benefits Life Events Outreach Social Records Personalized Response Identity & Fraud Prevention

10. © 2014 IBM Corporation 10 Smarter Care and Social Programs Care Analytics Contents IBM Commitment The Situation The Solution Next Steps

11. © 2014 IBM Corporation 11 Smarter Care and Social Programs Care Analytics The IBM Cúram application suite Modular for flexibility to trends and challenges Business and technical services Funded program management Contribution management Financial management Evidence management Participant management Eligibility and entitlement IBM Cúram Social Program Management platform Administration suite and application development platform IBM Cúram Application Modules Supervisor workspace Common intake IBM Cúram Solution Modules Configurable with best practices and industry expertise IBM Cúram Child WelfareIBM Cúram Verification IBM Cúram Life Event Management IBM Cúram Provider Management IBM Cúram Income SupportIBM Cúram Appeals IBM Cúram Social Enterprise Collaboration IBM Cúram Outcome Management IBM Cúram Income Support for Medical Assistance IBM Cúram Evidence Broker IBM Cúram Business Intelligence & Analytics IBM Cúram Universal Access Social assistance Family services Employment Disability management Pensions Healthcare reform Care management

12. © 2014 IBM Corporation 12 Smarter Care and Social Programs Care Analytics IBM Smarter Social Programs: Drive operational decisions in real time for better outcomes Provide holistic, individualized care Innovation Commercial off-the-shelf solutions

13. © 2014 IBM Corporation 13 Smarter Care and Social Programs Care Analytics Holistic Provide holistic, individualized care

14. © 2014 IBM Corporation 14 Smarter Care and Social Programs Care Analytics A social program data model that supports over 50 programs out of the box Social program–specific data model to consistently store and report on client and provider performance and organizational outcomes Prebuilt social services data structure and relationships support over 50 social programs out of the box Client-centric, multi-program data model delivers a holistic view

15. © 2014 IBM Corporation 15 Smarter Care and Social Programs Care Analytics Cross-program eligibility allows you to enter complex rules once and then use them across programs One-time capture of client information for re-use across multi-program eligibility Assistance unit determination based on program-specific definitions applied to household relationships Business user tools for rapid updates, such as translation of legislation and policy into eligibility and entitlement rules

16. © 2014 IBM Corporation 16 Smarter Care and Social Programs Care Analytics €5 € 20€15€25 Prebuilt integration with evidence, rates and rules Prebuilt financial processing for issuing payment schedule changes Automatic calculation of change timelines Processing of multiple evidence rules and rate changes Automatically detect and process ongoing benefits in response to changes in circumstances, rates and rules Eligibility and entitlement Evidence 1Evidence 2 Rates 1 Rules 2Rules 3 Rates 2 Decisions EvidenceRulesRates €

17. © 2014 IBM Corporation 17 Smarter Care and Social Programs Care Analytics Automatically detects retroactive changes and initiates reassessment Consolidates changes over the reassessment period Issues advice for underpaid amounts Out-of-the-box calculation of under- and over-payments in response to retroactive changes $50$80 Today $65 $70 Income Expense $15 $10 $5 Financial processing $

18. © 2014 IBM Corporation 18 Smarter Care and Social Programs Care Analytics Innovation

19. © 2014 IBM Corporation 19 Smarter Care and Social Programs Care Analytics Outcome management capabilities give workers new insights into client needs and accomplishments, program efficacy, and resource utilization Lack of coordination: Inconvenience to clients Economic waste Ineffectual use of resources Extreme child welfare cases: further injury or even death Supporting high-risk populations: 20 percent of families commonly account for 80 percent of social expenditures

20. © 2014 IBM Corporation 20 Smarter Care and Social Programs Care Analytics Identify high-risk individuals and families by asking: —How complex are client needs? —What meaningful relationships exist? —What are key events in the care history? —Which channel for outreach, referral and life event? Establish and verify the client identity and social context Identify clients most in need through a combination of triage, intake and predictive analysis Establish and verify Triage and intake

21. © 2014 IBM Corporation 21 Smarter Care and Social Programs Care Analytics Assess individuals’ needs holistically across all dimensions of social care Holistic assessment is performed across all dimensions of social well-being Built-in assessment models identify and score areas of need based on industry best practices Individuals as well as their families are included for sustainable outcomes Business-driven configuration of assessments accommodate necessary changes Assess circumstances (behavioral health, daily living, etc.) View relative severity to determine response

22. © 2014 IBM Corporation 22 Smarter Care and Social Programs Care Analytics Locate and engage care and service providers in innovative ways that maximize their expertise and experience Integrated provider functionality across the full lifecycle Ability to search and select the appropriate provider Automated service authorization and referral Ability for provider to report progress and attendance Integrated financial management Built-in performance measurement capability Locate care providers by specialization and location, then engage them automatically into the care team

23. © 2014 IBM Corporation 23 Smarter Care and Social Programs Care Analytics Commercial off-the- shelf solutions

24. © 2014 IBM Corporation 24 Smarter Care and Social Programs Care Analytics IBM Cúram Social Program Management incorporates the best features of packaged solution and custom development Cúram is built on the premise that all social program organizations have common core processes that can be supported out of the box The unique requirements of any given organization are satisfied by extending the base application via configuration and the integrated development environment Cúram Transfer Custom Package Flexibility Cost-effectiveness

25. © 2014 IBM Corporation 25 Smarter Care and Social Programs Care Analytics The IBM Cúram approach to configuration and extension promotes reuse IBM Cúram enterprise modules Solutions for agency business programs Enhanced by IBM Cúram COTS solution Agency configurations Agency-specific requirements that can be met without coding, using Cúram commercial off-the-shelf (COTS) solution Agency extensions For subset of agency requirements not met by configuration IBM Cúram Enterprise Framework Foundation for the agency application: a single view of client and integrated case management capabilities Enhanced by IBM Cúram COTS solution

26. © 2014 IBM Corporation 26 Smarter Care and Social Programs Care Analytics Commercial off-the-shelf offerings can cut development time and costs Custom solution 30%–50% reduction Cúram solution Cúram: Half the cost & time of a custom build Requirement analysis Business process design Functional design Technical design and architecture Coding Testing Deployment Management Requirement analysis Business process design Functional design Technical design and architecture Coding Testing Deployment Management Cost complexity

27. © 2014 IBM Corporation 27 Smarter Care and Social Programs Care Analytics IBM Cúram Social Program Management is easily configurable and modifiable by business users Core social industry components are dynamically configurable Business user–friendly editors Drag-and-drop Industry– specific content Prebuilt and globally proven components Configuration on top of components, with no structural changes Predesigned tools and wizards packaged and delivered out of the box Program definition wizard supports business users Intuitive user interface for program detail definitions Prebuilt editor for defining program data verifications Condensed project rollout via usability and runtime configuration Business user–led design, for new program accuracy Incremental program rollout approach Business-driven features to modify prebuilt scripts, rules, processes Robust visualization for process versions Domain-specific scripts, rules and processes to reduce administrative workload, and tools to adjust them Prebuilt data objects for administrators to reuse in process definition

28. © 2014 IBM Corporation 28 Smarter Care and Social Programs Care Analytics The IBM vision for social programs enables governments to manage citizens’ needs through a personalized approach to service delivery

29. © 2014 IBM Corporation 29 Smarter Care and Social Programs Care Analytics IBM Cúram Social Program Management value proposition Enables rapid, lower-risk implementation by leveraging prebuilt and configurable social service elements and business processes Empowers the business to define and deploy new programs with configuration tools in a runtime environment Protects current investments and provides flexibility to address new and emerging service delivery trends Reduces overall costs and the time needed to deploy new programs

30. © 2014 IBM Corporation 30 Smarter Care and Social Programs Care Analytics Contents IBM Commitment The Situation The Solution Next Steps

31. © 2014 IBM Corporation 31 Smarter Care and Social Programs Care Analytics Let’s get started achieving better business outcomes with proven approaches to collaborative problem solving 3 2 Business value assessment Align business capabilities with business strategy and recommend a road map for improved value Solution workshop Lay out the path ahead, from immediate improvements to a common future vision 1 Visioning workshop Begin charting a course— whether via a web seminar, at your facility or in one of our solution centers

32. © 2014 IBM Corporation 32 Smarter Care and Social Programs Care Analytics Thank you.

33. © 2014 IBM Corporation 33 Smarter Care and Social Programs Care Analytics Trademarks and notes © IBM Corporation 2014 IBM, the IBM logo, ibm.com, and Cúram are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or both. If these and other IBM trademarked terms are marked on their first occurrence in this information with the appropriate symbol ( ® or ™ ), these symbols indicate U.S. registered or common law trademarks owned by IBM at the time this information was published. Such trademarks may also be registered or common law trademarks in other countries. A current list of IBM trademarks is available on the Web at “Copyright and trademark information” at ibm.com/legal/copytrade.shtml.Copyright and trademark informationibm.com/legal/copytrade.shtml Other company, product, and service names may be trademarks or service marks of others. References in this publication to IBM products or services do not imply that IBM intends to make them available in all countries in which IBM operates.

34. © 2014 IBM Corporation 34 Smarter Care and Social Programs Care Analytics Additional Slides

35. © 2014 IBM Corporation 35 Smarter Care and Social Programs Care Analytics The IBM Cúram Research Institute: helping organizations understand and apply best practice What is the IBM Cúram Research Institute? IBM’s social policy research arm Research Focus The cross-over from policy to service delivery with the aim of developing new social business models and the best practices that they encompass Mission To foster the development of best practice service delivery models and evidence-based solutions for social program organizationsEISS The IBM Cúram Research Institute creates cutting-edge research in partnership with: — Universities with a focus on new social trends — Multi-lateral Agencies — Think Tanks — Non-Governmental Organizations Bridging the gap between Policy & Service Delivery www.ibm.com/curam-research-institute

36. © 2014 IBM Corporation 36 Smarter Care and Social Programs Care Analytics IBM Cúram delivers deep industry software capabilities Cúram Universal Access  Needs-based Triage and Screening  Links to the community and to government programs  Referrals to community organizations  Common Intake on Government Programs  Managing the ongoing client relationship Cúram Social Program Management Framework  Core Programs Implemented with Proven Best Practices  Dynamically Implement New Programs and Regulations  Integrate Intake and Enrollment with Service Delivery  Collect and Manage Evidence  Recalculate Benefits and Payments  Provide Differential Response through integrated Priority, Complexity and Risk model Cúram Outcome Management  Measure Strengths, Needs, and Barriers to Success  Organizes outcomes plans and manages delivery  Public, Non-Profit and Private Sector Collaboration  Report KPIs and Visual Timelines  Deliver Outcomes to people and their families