1. Social Services Reporting, Visualization, and Analytics Using OBIEE
Rodain Soto, Deputy Director WCDS

2. Speaker Bio
Rodain Soto serves as the Strategic Deputy Director for Welfare Client Data Systems (WCDS) Consortium. Rodain began his career in Health and Human Services in 1994 as an eligibility worker for Santa Barbara County Department of Social Services. Rodain worked in AFDC/TANF and Employment Services, promoting to Supervisor. He joined HP in 2004 as an Advanced Business Analyst leading several teams in various subsystem until leaving in late 2012 to pursue his MBA, which he received in In 2014, Rodain came to WCDS as a Business Service Analyst. In December 2014, Rodain promoted into his Deputy Director role. In his current role, Rodain’s primary focus is to achieve and advance the strategic goals of the WCDS Board of Directors. One of the top goals is Data sharing and transparency to assist in decision making and improved operational performance. The main project in this strategic goal included delivering a robust business intelligence capability, including a well-defined data governance policy and data mining and analytics strategy.

3. Agenda WCDS Background WCDS Strategic Goals BI Solution & Architecture
Future Direction

4. WCDS Background

5. California Model for Social Services Delivery
Social Services is delivered by the 58 Counties in California
There are 3 Consortia in the state each with their own system
The State Office Systems Integration (General Oversight)
Department of Health Care Services (Medicaid)
California Department of Social Services (SNAP – CalFresh, TANF - CalWORKs, Welfare to Work and Foster Care)

6. California’s Consortia Overview
Welfare Client Data Systems (WCDS) Consortium runs the CalWIN (CalWORKs Information Network) system that manages 40% of the State’s population
C-IV (Consortium Four) manages 30% of the State’s population
Los Angeles manages 30 % of the State’s populations

7. Welfare Client Data Systems (WCDS) - CalWIN
Is made up of 18 Counties
Issues benefits to over 5 million individuals every month.
Generates over 7 million client correspondence documents per month in 14 languages
Supports 16,000 users across 485 sites, which process over 26 million online transactions everyday
San Diego
Santa Cruz
Alameda
Contra Costa
Placer
Sacramento
San Francisco
San Mateo
Sonoma
Solano
Yolo
Santa Clara
San Luis Obispo
Santa Barbara
Ventura
Fresno
Tulare
Orange
Programs Supported:
CalWORKs (TANF program)
CalFresh (SNAP Program)
Medi-Cal (Medicaid Program)
Foster Care
Adoption Assistance
County General Assistance
County Medical Services Program (CMSP)
Child Care
Cash Assistance for Immigrants
Employment Services

8. WCDS Strategic Goals

9. Strategic Goals and Objectives
SG#1 - Data
Trusted Data
Single View of Client
Data Driven Decisions
Governance
and Control
Data Sharing
Collaboration
Client Focused
Ease of Use
Rules Based
Interoperable
SG#3 - Relationships
SG#2 - Products

10. Vision Phrases “Data, Not Reports” “BI as One-Stop Shop”
BI projects’ emphasis on data validation and provision over report writing
BI as Consortium’s curated data provider
State reports, rationalized set of Consortium reports; the rest through Self-Service
“BI as One-Stop Shop”
All data and report needs through BI
From operational data to analysis
Analytics COE – Service Catalog
“No More Extracts”
Rationalized subset and adequate transition period for Counties
Pull file server architecture
CIS Replication continues
“No More SQL Runs”
BI as One-Stop Shop expected to reduce needs
Always, some one-off’s
Utilize BI

11. BI Solution & Architecture

12. Legacy Management Reporting (MR) – Old Way
Issues:
2 servers at each County running Windows 2003
Windows 2003, Business Objects, and Content on Demand products out of support
Data quality and trust issue

13. MR Flow – Illustration of Complexity
County HW/SW/ Process

14. CalWIN Business Intelligence
High Level Solution Architecture
Technology Stack:
Source Databases – Source dependent
EDW/EODS Databases – Oracle 12C
BCW/ACCESS Databases – SQL Server
Data Replication – IDR and ADG
ETL – Informatica PowerCenter
Data Quality – Informatica Data Quality
Identity Resolution – Informatica IR
CDC – Informatica Data Replication
Front End – OBIEE

15. Sample Dashboard & Report

16. Sample Dashboard & Report (Cont.)

17. Expected Benefits
Less resource time spent researching, gathering and manipulating data, responding to State data requests, and requesting reports with more time for analysis of case, programs and outcomes.
Increased accuracy and validity of data, and improved information analysis
Enhanced cost/benefit analysis of program changes
Improved customer service by providing reports that support case coordination and service integration
Flexibility for counties to use local data and develop custom reporting

18. Benefits of a Cross-Consortium BI Solution
Data presentation has been agreed upon and is standardized across all Counties
Leverages Data Governance efforts to standardize data
Provides the ability to look across similar Counties to compare and improve business process
Everyone is looking at the data consistently
Business Intelligence is licensed at the Enterprise level so no County licensing fees or software/hardware purchases are required

19. Building the BI Solution
Key Business Questions
Data Analysis
ETL (Extract, Transform, Load)
OBIEE development
What do you need to analyze?
What kind of data do you regularly access for reporting needs?
What are you measuring?
What are your key performance indicators?
What data supports the business need?
How does the data come together to most efficiently address the business needs?
What facts are being measured?
How do the facts need to be sliced?
Data Model creation
Data that supports the model is pulled into the warehouse
Any special business logic is applied
Data cleansing and standardization
Building the OBIEE RPD
Physical Layer
Logical Layer
Presentation Layer
Dashboard and subject area creation
Find out the meaning of RPD (Common Enterprise Information Model). Give examples of what kind of business rules would be applied to the OBIEE layer vs the ETL . Discuss Presentation layer and how views can vary depending on the audience.

20. CalWIN Health and Humans Services Data in EDW

21. Subject Area Organization
Information in a subject area is classified into dimensions and facts
Each dimension has multiple attributes grouped under it
Similar dimensions are grouped under a parent dimension
Fact will have multiple measures/KPI
The joints between facts and dimensions are predefined and are transparent to the user
Stress not all data being brought into the warehouse. EDW built based on prioritization of subject areas
Business Need and Key Business Questions drove the requirements gathering
Not all data is brought over to the warehouse; not every data element requires reporting against
Example: Mass Update tables in CalWIN

22. Future Direction

23. CalWIN Business Intelligence – Future State
Self Service
BI Dashboards
BI Reports
BI Subject Areas (All CalWIN System)
API
Delivery BI
Future Content Management System for Historical archiving
Emphasis on Pull instead of Push
Ad Hoc Capability
BI Subject Areas – Including BCW, ACW, and Contact CalWIN
CWIS
Identity Resolution Integration:
Consortium-wide Client profile
Development of API for external access to search and retrieve Client info (360 degree view)
Dashboards

24. Geomaps

25. Service Catalog & Self-Service
BI Services
Data
Profiling
Proof Of
Concept
Migrations
Architecture/
Modelling
ETL
Identity
Resolution
Loads
Data Access
And
Integration
Dashboards
Reports
Training
Assessment