Catamaran - David Cartwright (Director Clinical Analytics)

1. 1
Maximizing the Impact
of Analytic Insight
Delivery
David Cartwright
Director Clinical Analytics, Catamaran

2. 2
Work with multiple client types
● Managed Care Organizations
● Employers
● Governments
● Unions
 Help clients with utilization management strategy,
implementing plan design, and maximizing the
pharmacy health care dollar
Who is Catamaran?

3. 3
Standard Across Industry
● Client engagement
● Discuss changes in industry
● Provide upsell opportunities
 Clients are always asking for more Analytic content
 Catamaran is a differentiator with Analytics
Quarterly Client Reporting

4. 4
Two Companies Merged
● One company had quarterly package that had good
content, but poor visuals
● One company had a very manual package that was
different every time
The Beginning

5. 5
Catamaran wanted top of the line Quarterly
Reporting Package
● Needed to be graphic based
● Needed to look great
● Needed to be fully automated
● Needed to be requested and run as needed by individual
users
 Bring deeper level of analytics to clients
What Did We Want

6. 6
Quarterly Reviews for Clients
● Focus on client trends
● Provide explanation of trends
● Review Programs that could help client
Pharmacy Benefit Reporting
1. Key Performance Indicators - ABC Company
Client Trend
$64.56
Jan 14 -
Dec 14
7.1%
-1.9%
Percent
ChangeDec 13
Jan 13 -
10.7%
-1.9%
1.4%
Percent
Change
Claim Type
Brand
Generic
TraditionalAll Drugs
Claim Type
$31.25
Dec 14
Jan 14 -
$14.43
$45.68
Jan 13 -
Dec 13
$17.07
$46.58
$63.64
$18.89
$45.68
Specialty
Traditional $14.61
$31.96 -2.2%
-1.3%
$46.58
Date Submitted: Jan 14 - Dec 14 vs Jan 13 - Dec 13
less than BOB
comparison
benchmark
Specialty/Traditional
1.4%
Plan Paid PMPM
Plan Paid PMPM Trend
Specialty: Greatest PMPM Change
of $1.82
Traditional
1.4%
-1.9% -2.2%
-1.3%
10.7%
8.6%
4.8%
3.2%
7.7%
16.9%
-5%
0%
5%
10%
15%
20%
All Drugs Traditional Brand Generic Specialty
Trend By Drug Type
ABC Company BOB comparison

7. 7
Documenting
● Report layouts needed to be mocked up
● Each and every field needed to be defined
● This took months
Handed this off to the IT team to develop
● This took even more months
● And lots and lots of testing
All in, the process took over 18 months from start to
finish
Where Did We Start

8. 8
Created 45 Page PowerPoint Presentation
● Generated via Cognos and PowerPoint
● Requested via Excel
● Delivered via our Siebel request tool
BUT…
We’re Done?

9. 9
The money ran out!!!
Limited budget for updates and changes
Some things didn’t work quite right
We got the product we asked for 18 months ago
So, where do we go from here?
What Happened?

10. 10
Gained feedback and insight
● SurveyMonkey, 10 questions at a time
● Obtained feedback on array of topics
● We held focus groups to help clarify this feedback
What did we learn?
● 80% of survey responders had suggestions for changes
● Overall, 30% of clients were neutral about product or
worse
● Training gaps identified
Survey, Survey, Survey

11. 11
What did users think?
● A product that was liked, but wasn’t loved
● Many users didn’t want to stop getting old versions
● Lost flexibility in what we delivered
● Any changes would take time to document, test and deliver
Survey Results

12. 12
Option 1
● Continue working with IT
● Document changes and enhancements
● Obtain needed funding
Option 2
● Rebuild product within Analytic Team
● Replicate what was already created, and make
enhancements along the way
Decision Time

13. 13
Focus on tools already in our toolbox
● No purchasing of new products
● No products that needed user installations
And yes, they are boring
● SAS, Excel, PowerPoint
● No training
● Strong user comfort
Operation Take Back

14. 14
SAS
● Does all the heavy lifting
● Data extractions, summarizations, analytics
 Excel
● Formatting flexibility
● High user comfort level`
 PowerPoint
● Needed tool users understood
● Needed to print copies for clients
How Did This Work?

15. 15
Our New Report was Finished
● Created 85 page presentation
● How do we get users to request it?
● How do we get output to users?
Request Process

16. 16
Old Process used Excel
● Each quarter had to submit new requests
● Led to inconsistencies
● Requests needed 1-2 weeks before meeting
Request Process

17. 17
Report Delivery

18. 18
Moved to SharePoint
● Pre-load previous
quarters information
● Users only needed to
approve what was
displayed
● New request could
easily be submitted,
and then would be
available next quarter
Request Process
Client Name:
Carrier ID
Account ID:
Group ID:
Approve must be set to "Yes" in order
for a QPR to be generated.
Approve:
Date Basis:
PMPM/PUPM:
Timeframe:
Cost Basis:
Benchmark:
Request a QPR Report
Please fill in the information below. If requesting more than one
Carrier/Account/Group, please make sure to separate each entry with a comma.
ABC Company Q12015
ABC
ALL
ALL
MCO
2015Q1vs. 2014Q1(YTD vs. YTD)
Plan Paid
Submit Date
PMPM
Yes

19. 19
We were too successful
● Went from 350 requests in a quarter using old process
● Over 850 requests with new process
 How did the user experience change?
● Greatly Improved 14% before, 48% after
Percent increase of 236%
Request Process

20. 20
Used SharePoint
● Because we used SharePoint for requests, we could
simplify delivery
● Users see their reports when they open SharePoint
● Managers and others could easily search for clients they
wanted to review
● Users had access to both Excel and PowerPoint
Report Delivery

21. 21
Old Process
● One big meeting with 100+ people attending for an hour
● Hard to get everyone to attend
− Vacation schedules
− Travel schedules
● Many on the call aren’t paying any attention
● No good questions, only bad questions
Training

22. 22
No Meetings for Training
● Created 8 short web videos through WebEx
● All Videos less than 10 minutes long
● Easy and quick to digest
● Available to users when they need
 How did the user experience change?
● 50% found videos very helpful
● Liked being able to go back later
Training

23. 23
Mass Produce All Clients at Once
● Request process is done early
● Forces users to plan ahead
● Allows for more time to provide appropriate content
● Allows team to review slides, no longer waiting
Off-Cycle requests
● Moved to weekly
● Group all requests together and deliver at once instead of
one-off
Output

24. 24
Quarterly Changes Now Easy to Manage
● Focus Groups meet monthly
● Survey users quarterly
Allocate Resources for Changes
● No longer competing with entire company
● Prioritize based on department needs
Go Forward

25. 25
You may already have the tools you need to be
successful
The final output matters
The user experience matters
Things to Consider

26. 26
The End
Questions