Application Integration: Clouds, Legacy Systems and More, from Those Who Lived to Tell the Tale. Douglas Menefee

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2 Application Integration: Clouds, Legacy Systems and More, from Those Who Lived to Tell the Tale Douglas Menefee Chief Information Officer Schumacher Group douglobb /douglobb

3 Third largest and fastest growing national physician practice management company focused on Emergency and Hospital medicine Headquarter in Lafayette, LA 10 Regional offices across the country Support global operations 1000 full-time employees ~197 Physician Practices 2,500 Emergency and Hospital Medicine providers Provide care for 3.5 million patients annually

4 Major Domains of Excellence ED Services HM Services Care Management Hospital Providers Recruit / Contract Credential/Enroll Schedule Pay Improve quality Dignity & Respect EMTALA Patient Encounter Acquire Chart Fed Ex Paper Scan Paper Electronic feeds Patient info Payer classification Medical coding Quality measures Transcribe Chart Bill Payer Patient Private Insurance Medicaid / Medicare Establish contract with hospitals Recruit/Retain physicians Aggregate credential package Insurance enrollment Schedule Retain Bill on behalf of provider Provide provider with feedback

5 Transitional Milestones 2005 BPA & BPR Technology realization HURRICANES 2006 Replace Legacy Systems - CRM (SFDC) - Billing - Financials (H) New Scheduling 2007/2008 Life of Chart Globalize Integrate Change Mgnt Optimize Workflow 2009 Reinforce Leverage Optimize Business Intelligence Human Capital 2010 Business Intelligence Process Optimization Leverage Key Performance Indicators Budgeting Provider feedback Processes in the Cloud 5% 15% 50 % 75% 90% 87% IT staff turn-over 1% IT staff turn-over

6 Enterprise Architecture Cloud Data Center

7 Questions to Ask Yourself 1. What is the culture of the technology department? Should it be changed? 2. Do you have prejudice against technology platforms? Why? 3. What is the change management culture for your organization? How do you contribute to it? 4. What is your Project Management approach? How does it need to be strengthened?

8 Transformation to the Cloud A journey back to 2005 CRM data housed in homegrown solution which was known as Doyle s Database. The deployed solution had little flexibility and didn t empower the users. Culture of Information Technology? - Anti-anything not Microsoft - Build-it before you buy-it - Lacked a project management discipline - Single developer controlled solutions Prejudice on technology platform? - Yes, had to be housed in data center Culture of organization - Frustrated over IT failures and inability to execute - Desired a change

9 Transformation to the Cloud Gulf Coast devastated by Hurricanes Louisiana was hit by hurricanes Katrina & Rita prompted our organization to rethink how we approach delivery of solutions. Recognized: - Risk associated with centralized data center - Lack of disaster recovery plan - Focus needs to be on business continuity

10 Transformation to the Cloud 2006 Present Enterprise wide paradigm shift Deployed Solutions: Recruiting Contract Management Credentialing Process Provider Enrollment Surveying Project Portfolio mgmt. Support Services mgmt. Complaint mgmt. Campaign mgmt. Data Quality mgmt. Sales Force Automation Social networking Purchase Order tracking Fully integrated Applicant Portal Internal Social Network Selected Salesforce.com for a limited deployment, however, over the past 5 years it has become the go to platform for rapid application deployment How we got started? - Began with 75 licenses for a 3 month deployment - Executed an ELA in Focused on integration from day-one - Deployed Single-Sign-On - Developed a web services team - Introduced Scrum/Agile development methodologies - Leveraged consultants Staffing model - 3 domestic, 1 international SFDC admins - 3 domestic, 1 international web app developers - Departmental super users

11 2006 Integration Solution Picture here SFDC PeopleSoft SQL - Tangers

12 Key To Our Success (I call it dumb luck) Global ID numbers established Provider Global ID Employee Global ID Facility Global ID Established path towards data quality Clean, well defined, verified data is the key to any integration point Very painful process we had bad data Integration viewed as Critical Path

13 Human Capital Management 2010 Employee Self Service Manager Self Service Payroll Benefits w/ 8 integrations NetTime integration Ceridian tax mgmt. integration Salesforce.com integration Single Sign On Performance management Schumacher HR management was done 100% on paper with no documented workflow processes. The department had little to no experience with electronic solutions. Initial steps: - Assigned Business Analyst and Project Manager - Documented existing processes - Created needs bucket list - Must have, Like to have, & Good to have - IT lead, end user driven process Go Live: - Human Capital Management 5 Months - Benefits 3 Months - Payroll 3 Months - Integrations 1-6 weeks - SSO 2 weeks

14 Workday Integration Solutions Picture here CastIron Symplified SSIS Batch

15 Budgeting & Forecasting Solution 2010 Schumacher finance needed a budgeting & forecasting solution to respond to the rapid growth of our organization 150 manager budgets Single-Sign-On Workday integration PeopleSoft batch integration Salesforce.com integration Initial steps: - Documented desired process - Assigned a Project Manager - Evaluated 5 solutions which were narrowed to 2-3 month selection process Go Live: - 6 Week implementation - 2 nd week finance was already up and running - SSO was greatest challenge - 7 th week the budget process began

16 Single-Sign-On Drives Adoption Provider Portal: Virtual communication hub Exists to: Put tools and information at provider s fingertips 24/7 reduce hassles and streamline communications for providers Allow them to focus 100% on patient care Features and content: Take action on important tasks Mailbox; Collaborate with peers Gain free CME and access quick medical resources Receive important alerts on expiring credentials and clinical documentation deficiencies View your key performance metrics compared to those of your peers Sign in and out for shifts and manage work schedule Weigh in on federal and state legislature with the click of a mouse

17 Single-Sign-On Drives Adoption 1. Provider identity stored in SFDC 2. Lookup is performed by Symplified to verify account 3. Credentials are verified enabling provider to view Portal & Google apps 4. Same credentials are utilized to pull data through firewall 5. Result is a gateway page which presents provider a snapshot of areas to explore

18 Schumacher Group Hurricane Tracker -Google Mashup - Salesforce.com - Google - Tangier - National Weather Service - CastIron used to push address data to Google for geocodeing -Utilize api s for real-time calls -Utilize on premise databases

19 Considerations for Integration Deployments First and foremost you need to focus on business needs Hire staff with web application development skills Deploy pilots to see the efficiency gain you gain Project Management - Traditional waterfall PM sometimes slows progress - Find a hybrid model which works with your culture - Look for 1-3 week milestones - Establish weekly regular management briefings - Incorporate Data Quality & Change Management governance Professional Services - Define vision for integrations - Talk to customers w/ similar use cases - Single-Sign-On should be active conversation - Build in penalties for delays associated with implementation Security - Balance security needs with the risk tolerance of your company - Ask the hard questions to find your comfort zone - Be realistic when comparing internal security

20 Thank You Douglas Menefee Chief Information Officer Schumacher Group douglobb /douglobb

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