Catavolt Client Summit 2016

CLIENT SUMMIT 2016
@CatavoltInc
#CatavoltSummit16

WELCOME TO
CLIENT SUMMIT
GEORGE MASHINI
CEO

THE FACES OF INNOVATION
Innovation takes
Vision – See’s the world as it should work
Courage – Go against conventions to initiate change
Creativity – In both technology and culture
Tools – The technical ability to do it
“Before the printing press was discovered, a century was equal to a thousand years.”
H.D. Thoreau
Catavolt
Helps
Here

Why do technology projects take
longer?
Something has to change…

OUR FIRST INNOVATION: PRESERVATION
Existing investments technology systems is staggering
Middleware needed to connect legacy computing to mobile, cloud,
analytics and IoT
We created the dual model architecture – the core of the Catavolt
solution

OUR SECOND INNOVATION: SECURITY
Can we completely mask infrastructure from the outside world
while making it widely accessible?
Data Origination Masking, API Gateway and Air Gaps

OUR THIRD INNOVATION: TIME
Why build an app when you can just describe it?
Meta-data driven systems is in the DNA of Catavolt’s founders
It worked well for client server
It’s power was magnified by the cloud

The Result
Integration
Fragmented Systems
Security
Time and expense

CATAVOLT’S PROGRESS
99.999% uptime, got
our fifth 9!
Users in 32 countries,
offices in GA and CA
180% Growth in new
Clients
Deployed our 2,000th
app!

Xx x` x
Innovation Ideas
From Your Peers
How to best leverage
your investment in
Catavolt
How Catavolt’s people
can help you achieve
your goals
Become part of a
supportive
environment of like
minded
professionals
TODAY’S GOALS

TRANSFORMATION AS A
CAREER
BOB DERODES,
Former CIO,
Target, The Home Depot, First
Data, Delta Airlines

To improve is to change… to be perfect is to have
changed often
- Winston Churchill, 1925

To improve is to change… to be perfect is to
have changed often
- Winston Churchill, 1925
To improve is to change… but, you have to be nuts
to have changed (this) often
- Bob DeRodes, 2016

Integrating a start-up
business within a
successful large
corporation
Creating a new
company from four
existing internal
organizations
Invent a single global
operating model and
consolidate technical
platforms globally
Major technology
platform modernization
concurrent with the
re-integration of a
previously outsourced
technology team
Migration from a successful
decentralized business model
to a large-scale centralized
operating model - leveraging
technology
Migration to a far more efficient
technology delivery model
Triage of an IT organization in crisis
and creation of a get well strategy

TRANSFORMATION LESSONS LEARNED
THICK
Sophisticated applications
with rich user interfaces.
• Transformations are never just about IT… you can’t go it
alone

THICK
alone
• True change agents have a short lifespan

THICK
alone
• Transformation requires leadership with a shared vision and
the right measures of success

THICK
alone
• Organizations can absorb only so much change at one time

THICK
alone
• Transformations need resident technical skills at all levels,
especially during a crisis

THICK
alone
• Transformations need resident technical skills at all levels,
especially during a crisis
• Transformations can deliver unexpected positive changes

CATAVOLT ROAD MAP &
THE 2,000th APP
GEORGE MASHINI
CEO

FROM HUMBLE BEGINNINGS
The first office
January 2009

FIRST EXTENDER DESIGN
April 2010

FIRST CUSTOMER EVENT
August 2010

2000th APP DEPLOYED
September 2016

SUPPORT AND PRODUCT ENHANCEMENTS
200+
200+ minor
enhancements in 2015
90%
Over 90% customer support
issues closed within 4 hours
55
New function
enhancements in 2015
Visit
support.catavolt.com
75% NPS
Score
SOC2 Certified
Type I and Type II since
2014.

THE “TURNING POINT”
In 2015 more apps were created and deployed by our clients than
by our internal team….
In 2016 the ratio is 6 to 1

GOAL: SMARTER APPS
More Data
Sources
Orchestration
More
Distribution
Methods
Two way
communications

GOAL: ENABLED CUSTOMERS
Documentation
and Education
Management
Tools
Open Platform
Ability to
Customize

VISION FOR THE FUTURE
SSLSSL
SAP, Oracle,
Microsoft
Dynamics
Databases
Web Services
Analytics
Custom apps
Big Data Catavolt Connectors
Catavolt API
Gateway
Firewall
Mobile API
OPEN CONNECTOR MODEL CLOUD HUB ORCHESTRATION
USER EXPERIENCE
INDEPENDENCE

OPEN CONNECTOR MODEL
Catavolt provides 20+ standard connectors.
Now you can write your own:
-with simple Java interface
-and 100% compatibility across all other connectors

EXAMPLE CONNECTOR: META DATA
@Attribute(key=true,keySequence=1)
public String id;
@Attribute(jsonPath="sys/country")
public String country;
@Attribute
public String name;
@Attribute(jsonPath="coord/lat")
public BigDecimal lat;

EXAMPLE CONNECTOR: QUERIES
httpResponse =
DataObjectHelper.invokeHTTPRequest("http://api.openweathermap.org/”);
ArrayList<DataObject> result = new ArrayList<DataObject>();
JSONArray list = jsonResponse.getJSONArray("list");
for (int i=0;i<list.length();i++) {
WeatherByCity bean = new WeatherByCity();
DataObjectHelper.loadFromJSONObject(city, bean);
result.add(bean);
}
return result;

API GATEWAY DIAGNOSTICS
See every API gateway call with request, response and
processing time
Full SQL details
Works for custom actions and stored procedures

CLOUD ORCHESTRATION OPEN PLATFORM
Standardized on Open API Initiative
All incoming and outgoing communications via REST/Swagger
Offers compatibility with IBM, Microsoft, AWS and other cloud providers

DATA OBJECT MANAGEMENT
Data object indexed
across every use
including
• All Extender
References
• Substitution
variables
• XML requests

NOTIFICATIONS
API Gateway configured to
send text, email and push
notifications
Simple interface allows
notifications from inside or
outside Catavolt

USER EXPERIENCE INDEPENDENCE
Utilize HTML5/Javascript
Use any Javascript toolkit
Specialized toolkit supplied using Facebook React

43
Codeless
Plaform
Instantly create applications that map any
combination of data and UI controls
without any UI development. Apps can be
created and deployed in days.
No Code
Use stock
UI
Light
Development
Full customization using open standards
such as REST, open API initiative, Javascript
and React
Fully Customized
Applications
UI Control
with some
UI Code
Create applications for any environment
including mobility, web, IoT and wearables
using comprehensive Software
Development Kits
Total
control of
UX

BEYOND THE APP
MyOzinga.com
Bradley Jamrozik
OZINGA

OZINGA
Family Owned and Operated Since
1928

OPPORTUNITY: MyOzinga.com
Centralized
Data
Management
Marketing
Internal
Users
IT
3rd
Parties
Central IT has total control
and visibility of data
Internal and External
Developers leverage
platform capabilities

HOW THE SDK WORKS
Launcher
Data Object Actions
Javascript
SDK
Facebook React
Components
Custom
Javascript
Application
100% Javascript and JSON

LESSONS LEARNED
SQL Stored procedures and Functions
are beautiful things; use them
liberally.

LESSONS LEARNED
Keep your data sources normalized!

LESSONS LEARNED
The Catavolt React platform is
extremely flexible and powerful, but
also very easy to over-engineer.

ROLLING OUT APPS TO
USERS QUICKLY
KEITH RANKIN
ZIMMER BIOMET

Information Technology
Fond memories and anticipation
Mobilization
Not an event but a journey

53Information Technology
• Mobile means something mildly different for
each beneficiary of the technology
Key Concepts
What
How
Why
• Organizations achieve their mobile based on
their conceptualization of what it is
• Why are we mobilizing?
• Why do we care?
• Why…?

Information Technology 54
Something has to give
“Everybody wants some” – Van Halen
• Some Companies are seeking mobility while others avoid it
• At some time in your career you will be asked to provide, explain or at a minimum explore mobility. Our journey has been
and continues to be one of exploration, learning, experimentation and surprises
• Somewhere in the processes and challenges your organization faces you can leverage this technology and you may not
even realize it yet
• Somehow in the process of exploring needs realization flings open the door of possibility. Whether it’s the question asked,
colleague engaged in discussion or the nagging process that simply won’t stay off of your to do list something will provide
“The Hook”

The Hook!
Our moment of clarity!
• It never is it seems
• We were expecting everyone to throw a party and fall in love
Not what I expected
Not when I expected it
On gifts and not looking large animals in the mouth…
• Always when you least expect it (probably least prepared as well)
• We waited, plotted and designed for over two years
• The first project wasn’t even on our radar
• The second project was a filler
• The payoff was all about the money

• Rapid Response
– Active mfg order status
• Item Cross Reference
– Field Competitor Item X-Ref
• Notice-Report Distribution
– E-Mail and Notification Control
• Warsaw – CMF&T
– View incoming orders
– View our flash transactions
• CMF&T Manufacturing
Project Overviews
Shop FloorOperations
56
Marketing & Sales
• Mobile Sales
• Loaners
• TMJ Tracking
Inventory
• Audit Team
• Distributor Services
– Item Lookup (Active/Inactive)

• Global Unique Identifier
• Restricted Items
Overviews (cont’d)
Regulatory
57

What is important?
"Never give in, never give in, never, never, never, never—in nothing, great or small, large or
petty—never give in except to convictions of honor and good sense.“ – Winston Churchill 29
Oct 41
• What is important
– to our business?
– to our management?
– to our customers?
• What are our goals for being a partner with the business we support?
• Where will the expertise for our solutions reside?
• We have utilized a process of getting the business to pull from us rather than our pushing to them and it is working
• We actively speak and portray ourselves to the business as their partners seeking to deliver solutions and solve their
problems
• We preach a mantra of “Fast Function” to our business and they are buying in

Information Technology
USING MOBILITY TO IMPROVE SALES
& INTEGRATION OF NEW
COMPANIES
JD MARTIN
CORBINS ELECTRIC

USING MOBILITY TO IMPROVE
FIELD SERVICE DATA
AL MEYERS
DOUGLAS MACHINE

WHO IS DOUGLAS MACHINE?
THICK
/
• Engineer-To-Order
Packaging Equipment
Manufacturer
• 650 Employees (Owners)
Alexandria, Minnesota

IT PROFILE
THICK
• 1979 – Installed S/34 MAPICS
• 2016 – XA 9.1.2 on Power 8
• Staff – (5) System Programmers
• Priorities – Leverage Catavolt to enhance remote user’s
effectiveness

TECH SERVICES
THICK
Provide all field service support for new and existing
equipment in plants around the world including:
• New machine installations
• Troubleshoot and resolve performance issues
• Provide customer training
• Identify and order replacement parts
• Identify and propose equipment enhancements
• Process warranty claims
• Preventative maintenance

THE PROBLEM: FIELD SERVICE DATA
THICK
• Data stored in many places
§ Power-Link, third party packages,
Lotus Notes, Excel, Word…
§ Convoluted, disconnected, inefficient
• Data entered multiple times & inconsistent.
• No standard work instruction procedures.
• Difficult to backfill all positions.

SOLUTION PLAN: IMPLEMENT “INFORCE”
THICK
• First prerequisite was to spin up Infor ION
• We needed to find a 3rd party integrator with
experience
• We purchased a limited number of SalesForce
subscriptions for 1 year
• We didn’t like the associated costs and
challenges to implement

CATAVOLT EDUCATION
• Was already on our roadmap for a refresher
• Scheduled training for 3 days onsite
• Instructor had experience with CRMi
Day 1 Day 2 Day 3
Start of training Solution is taking shapeWorkshop on CRMi

A NEW DIRECTION
• By Day 3 we could see rapid progress
§ Ready for alpha testing at a fraction of the cost
• Decided to switch solutions
• Assigned development resources to continue
working on final delivery

FUNCTIONS NEEDED
• Account
management
• Account contacts
• Customer cases
• Case activity tasks
• CSM quotes, orders
& shipments
• Trip reports
• Expense reporting
• Labor reporting from
the field
• Contracts
§Reliability
Assurance Program
• Scorecard Metrics

THREE DAYS
Did you have to create a lot of new
objects? Yes.
For what?
• Customizing CRMi to fit our
requirements.
• All of our development and
customization took place in XA
Power-Link first.
• We did very little work to match the
data to Catavolt. Catavolt Form
Designer allowed us to create
custom forms.
• We now have the ability to Export
the Form to a PDF and email the
quote much faster than before.
We begin with what CRMi had to offer:
• Accounts, Contacts, Account Contacts,
Incidents, Activities, Activity Tasks, Leads,
Opportunities, etc.
We built Secondary Objects over CRMi for more
flexibility:
• Accounts, Contacts, Account Contacts, Cases
(Incidents), Call Reports (Activities), Action
Items (Activity Tasks), Inquiries (Leads ), Field
Service & Parts Requests (Opportunities), etc.
What functions did CRMi not do?
• Select which product(s) the call is for, assign
team members for each call, capture trip
reports, capture expense reporting, capture
labor reporting from the field, etc.

BENEFITS
• Easy to use, simple to navigate, intuitive
• Employees use Power-Link when in office
• They use Catavolt when on the road
• Same functions, consistent experience
• Way better than VPN
• Much easier to backfill a tech
• Front-end sales department is excited now
§ They can see what’s going on at their accounts

BENEFITS TO IT
• Users love this solution. Now they want more.
• IT is able to respond quickly
§ Integrator
§ Catavolt
• We are making our deadlines
• Our users are happy

LESSONS LEARNED
• Assign team to project in a conference room
setting
§ Extremely productive
• Catavolt has come a long way
§ Evolution similar to Integrator
§ Recommend others take a serious look at it

IMPROVING PATIENT CARE WITH
DISCHARGE Rx DELIVERY APPS
JERRY SMITH, BRAD NELSON, RICHARD THOMAS
PROXSYS Rx

Health System or ACO
Cost Abatement & Revenue Preservation
Proxsys Rx – Value Proposition
Pharmacy Driven
Performance Programs
1 Pharmacy-Levered
Population Health
Management
Proxsys Rx’s business model fills the “pharmacy gap” that exists for
health systems by delivering specific capabilities that solve the related challenges
Technology Enabled Services
2

Performance Programs
Discharge Rx Delivery
Case Management
Support
340B Services
Physician Engagement
Employee
Pharmacy
• Enhances value-based
performance
• Reduces associated revenue
erosion
• Provides hospital level cost
abatement
• Greater physician alignment
• Market positioning

Transition of Care Physician Engagement Employee Pharmacy
Customer Specific Patient
Activity Reporting (CSPAR)
• Facilitates performance program
implementation and ongoing
operations
• Collects and presents activity and
performance data
• Provides patient and community
outreach capabilities
• Configurable reporting
Cloud
Database
Technology Enabling

Discharge Rx Delivery (DRxD)
• Proprietary APP facilitates an effective
and efficient five-step process.
• Provision of all process development,
personnel/training and marketing tools
• Multiple reporting capabilities
DRxD provides a technology enabled, scalable service that enhances patient engagement activity and
prescription compliance
Deliverables: 1) Low cost 2) Revenue impact 3) Touches key performance measures 4) Access to data

Discharge Rx Delivery (DRxD) Process and Tools
Patient Engagement &
Enrollment
Patient Acceptance
and Documentation
Submission to
Pharmacy
Delivery & Counseling
(if necessary)
Post-Stay Patient
Engagement
APP Technology
manages a
5-Step Process
Unit communications tools

DRXD - Technology Enabled
PATIENT ENGAGEMENT &
ENROLLMENT
• Present DRxD Service to eligible
Patients
• Patient accepts or declines

PATIENT ACCEPTANCE & DOCUMENTATION
• Eligible patient accepted DRxD Service
• Rx Care Advocate (RCA) secures patient
information
• Patient signature confirms service

SUBMISSION TO PHARMACY
• Detailed patient information
• Prescription information
• Payor information

The Pharmacy Desktop Dashboard

Changes to
Ready

DELIVERY & COUNSEL (if required)
• APP notifies RCA
• RCA obtains prescription
• Unit Specific
• Cross-coverage delivery

• RCA delivers prescription to patient
• Payment methods determined

• Patient signs for HIPAA, medication
counseling and receipt of medication(s)
• If patient does accept counseling, visual
streaming occurs with Pharmacist on iPad

POST STAY ENGAGEMENT
• Que created from patients deliveries
• Patient engagement is RCA-driven
– Relationship establishment

POST STAY ENGAGEMENT
• 48 to 72 hour call backs
– Counseling Opportunity
– Scripting
• 30 day call backs
– Counseling Opportunity
– Scripting
– Refill Opportunity

REPORTING
• Patient engagement touches
• Prescription delivered
• Program specific results
• Monitor high risk
• Comparative bench-marking
• Configurable reporting
• Financial Reconciliation

Proxsys Rx DRXD - Value Proposition
• Creates significant ROI
• Lowers operating expense associated with Discharge RX
• Increases revenues for pharmacy due to increase
bandwidth
• Preserves revenues for health system by enhancing CMS
performance measures
• RAR
• VBP-HCAHPS
• Improves STAR ratings with payors for pharmacy AND health
system
• Medical Loss Ratio reduction with any ACO or risk business

SUCCESSFUL PROJECTS & BEST
PRACTICES
FRANCISCO DAFFRE, PHIL JOSEPH, ADAM HYCHE

SUCCESSFUL PROJECTS
THICK
• Hard Elements
• Soft Elements

HARD ISSUES - DEFINITIONS
THICK
• What is the problem
• Clear Vision of the final App
• Early workflow definition

HARD ISSUES – PLAYING FIELD
THICK
• Discovery Document
• Permissions and Access
• On-demand VPN
• Full Admin permissions on API Gateway
• Read-write access to test databases
• No schedule/ remote work

HARD ISSUES – THE PUNCH LIST
THICK
• Starts with SOW
• Trickles down to specific tasks
• Keeps project on track
• Prevents scope creep

HARD ISSUES – FUNDING
THICK
• Money
• Team time
• External resources (IT, Backend system knowledge,
etc…)

HARD ISSUES – DECISION MAKING
THICK
• Single tactical decision maker
• Design by committee does not work well

SOFT ISSUES– APP BUY-IN
It’s all a waste if users don’t use it.

APP BUY-IN
Q: How do you get users to use it?
A: Entice
A: Edict
(Usually some of each.)

ENTICE
THICK
• The app benefits the user
• The users know they need it
• They can be hard to convince
• The app is easy to use
• Similar to existing form, maybe

EDICT
THICK
• Management says do it, period
• Think: legal requirement
• Tie it to their pay
• This sounds heavy-handed, but it doesn’t have to be
• SEL
• Exotic Metals

WHY EDICT?
THICK
• Because it’s good for the company
• Eliminate data entry errors
• Big benefits downstream
• PCMC
• Corbins
• Meherrin

THE IMAGINATION GAP
New Technology My World, My Problems
Mobile Cloud
Programming
Architecture
Toolset
ScalabilitySecurity
Orders
CustomersPatients
Machines
Records
Schedules
Contacts
Imagine
IT is good
at this
LOB – not
so much

BRIDGING THE IMAGINATION GAP
THICK
• The burden is on LOB to do this
• Only they can lead
• SNA Europe
• LOB manager assembled team
• “Think of a mobile application”
• “I can’t think of one” is not an option.

THE PERFECT USE CASE
THICK
• Matters to users and company alike
• Need is frequent (daily)
• Need is widespread (lots of people)
• App is easy to learn and use
• Humana

CATAVOLT AS A SCALABLE SOLUTION
TORREY WILLIAMS, SAM BOLES
ATLANTA COMMUNITY FOOD BANK

ABOUT US
• The Atlanta Community Food Bank distributes food and grocery products to
a network of more than 600 nonprofit partner agencies in 29 metro Atlanta
and north Georgia counties.
• The Atlanta Community Food Bank distributed a total of 69.3 million pounds
of food and grocery products enough for nearly 58 million meals. This is a
12.3% increase over the prior year.
• For every dollar donated, the Atlanta Community Food Bank is currently able
to distribute more than $9 worth of grocery products back into the
community - enough to provide 4 meals.

WHY CATAVOLT?
• Efficient mobile presence for E-Commerce
• Scalable solution
• Ease of Administration
• Customizable

WHAT IS NEXT?
• Web portal development
• Geolocation integration
• Self-service tool implementation
• More to come…

GET INVOLVED
• Join Independent Users Group
• Join Quarterly Training
• Register at support.catavolt.com

THE YEAR AHEAD
• Continue open platform
momentum
• Enhanced orchestration via Ozy
• Think beyond mobile

Catavolt Client Summit 2016

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