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Hybrid Analytics in Healthcare: Leveraging Power BI 
and Office 365 to Make Smarter Business Decisions 
facebook.com/perfi...
About Perficient 
Perficient is a leading information technology consulting firm serving clients throughout 
North America...
Perficient Profile 
3 
• Founded in 1997 
• Public, NASDAQ: PRFT 
• 2013 revenue $373 million 
• Major market locations: 
...
BUSINESS SOLUTIONS 
Business Intelligence 
Business Process Management 
Customer Experience and CRM 
Enterprise Performanc...
Our Microsoft Practice 
National Service Provider 
Perficient is a top Microsoft National Service Provider (NSP), one of o...
National Healthcare Practice 
Experts in Consumer-Driven Healthcare Technology 
CONSUMERS 
HEALTH PLAN PROVIDER 
Connected...
Speakers 
Duane Schafer 
Director 
Microsoft BI Practice 
Perficient 
Steven Gregor 
Technical Consultant 
Perficient 
Hei...
What I’ll cover: 
• Architectural Components & Functions 
• Architecture Options 
• On Premises, Hybrid, Cloud 
• Delivery...
Architectural Components - Core Functions 
Data Architecture Analytics Delivery 
• Structured / 
Unstructured Data 
• Stag...
Core Technologies – On Premises 
Data Architecture Analytics Delivery 
SQL Server 
• DBMS (DBMS 
Services) 
• SSIS (Integr...
Core Technologies – Hybrid 
Data Architecture Analytics Delivery 
SQL Server 
• DBMS (DBMS 
Services) 
• SSIS (Integration...
Core Technologies – Cloud 
Data Architecture Analytics Delivery 
SQL Server (Azure VM) 
• DBMS (DBMS 
Services) 
• SSIS (I...
Big Data Technologies – On Premises 
Data Architecture Analytics Delivery 
Analytic Platform System 
• PDW 
• Structured D...
Big Data Technologies – Hybrid 
Data Architecture Analytics Delivery 
Analytic Platform System 
• PDW 
• Structured Data 
...
Big Data Technologies – Cloud 
Data Architecture Analytics Delivery 
Analytic Platform System 
• PDW 
• Structured Data 
•...
Delivery Considerations 
Segment users based on technical abilities
Delivery Considerations 
Introduce technologies according to their capabilities
Power BI Overview
What I’ll cover: 
• Introduce Power BI 
• Overview of features 
• Security and Data Management Gateways 
• Live demo of va...
Power BI: 
• Is an analytical component of Microsoft Office 365 cloud service 
• Can be thought of as a cloud-based altern...
Features and abilities: 
Overview of Power BI Features 
• Allows users to tap into enterprise source data that is stored e...
More Features: 
• Visualize and explore your data using Power View 
• Can be developed by IT and/or “self-service” data di...
Overview of Power BI Features 
Additional miscellaneous functionality: 
• Q&A natural query language searches 
• Ex: “Tota...
Security: 
• Security model is similar to traditional SharePoint 
• Secure your sites and content using SP groups and user...
Live Demo of Power BI
To wrap up, Power BI is: 
Power BI Overview Conclusion 
• An analytical component of Office 365 
• Intended to be business...
UnityPoint Health 
Architecting a Successful Analytics Infrastructure
Who Is UnityPoint Health? 
UnityPoint Health 
At a Glance 
13th 
LARGEST 
NONPROFIT 
HEALTH SYSTEM 
$3.7Billion 
TOTAL PRO...
The Simple Question 
• It starts with a simple question... 
“How many patients are visiting Clinic X per year?” 
• And a f...
The Simple Gets Complex 
Until the answer requires aggregating, cleansing, and deciphering a 
complex web of information.
Complex Questions, Simple Solutions 
• The questions are complex, but the solutions don’t have to be. 
• Guiding Principle...
Architecting the Solution 
Internal Data Stores 
External Data Feeds 
Cloud Data 
Collect Discover Share
Collecting & Cleansing the Data 
PowerQuery
Modeling the Data 
PowerPivot
Modeling the Data 
PowerPivot
Modeling the Data 
PowerPivot
Visualizing & Reporting the Answer 
PowerMap & PowerView
Visualizing & Reporting the Answer 
PowerView & Excel Dashboards
Visualizing & Reporting the Answer
Visualizing & Reporting the Answer
Architecting the Future 
Moving to a hybrid on-premises/cloud solution (Q4 2014 – 2015)
Key Takeaways 
• Power BI transforms Excel 
– PowerQuery allows for data acquisition & cleansing 
– PowerPivot enables dat...
The Connected 
Healthcare Enterprise 
bit.ly/1wlOzQm 
Connect with Perficient
Hybrid Analytics in Healthcare: Leveraging Power BI and Office 365 to Make Smarter Business Decisions
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Hybrid Analytics in Healthcare: Leveraging Power BI and Office 365 to Make Smarter Business Decisions

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As organizations realize the cost savings and scalability benefits of hybrid environments, the focus turns to implementing an analytics platform in these new environments. On-premises vs. cloud is the big choice, but how are some companies leveraging the best of both worlds?

Perficient and UnityPoint Health discussed the benefits of Power BI and Office 365, and how one technology-savvy healthcare provider is leveraging its hybrid environment of Power BI, Excel-enabled dashboards and SharePoint 2013.

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Hybrid Analytics in Healthcare: Leveraging Power BI and Office 365 to Make Smarter Business Decisions

  1. 1. Hybrid Analytics in Healthcare: Leveraging Power BI and Office 365 to Make Smarter Business Decisions facebook.com/perficient twitter.com/Perficient_MSFT linkedin.com/company/perficient twitter.com/Perficient_HC
  2. 2. About Perficient Perficient is a leading information technology consulting firm serving clients throughout North America. We help clients implement business-driven technology solutions that integrate business processes, improve worker productivity, increase customer loyalty and create a more agile enterprise to better respond to new business opportunities.
  3. 3. Perficient Profile 3 • Founded in 1997 • Public, NASDAQ: PRFT • 2013 revenue $373 million • Major market locations: • Allentown, Atlanta, Boston, Charlotte, Chicago, Cincinnati, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Minneapolis, New York City, Northern California, Oxford (UK), Philadelphia, Southern California, St. Louis, Toronto, Washington, D.C. • Global delivery centers in China and India • >2,200 colleagues • Dedicated solution practices • ~90% repeat business rate • Alliance partnerships with major technology vendors • Multiple vendor/industry technology and growth awards
  4. 4. BUSINESS SOLUTIONS Business Intelligence Business Process Management Customer Experience and CRM Enterprise Performance Management Enterprise Resource Planning Experience Design (XD) Management Consulting Our Solutions Expertise TECHNOLOGY SOLUTIONS Business Integration/SOA Cloud Services Commerce Content Management Custom Application Development Education Information Management Mobile Platforms Platform Integration Portal & Social
  5. 5. Our Microsoft Practice National Service Provider Perficient is a top Microsoft National Service Provider (NSP), one of only 34 elite partners in the United States, with more than 2,000 employees nationwide. Partner Advisory Councils Perficient is one of approximately 20 organizations worldwide to participate in 3 Microsoft Partner Advisory Councils: SharePoint, Office 365 and Unified Communications. Solution Areas Perficient is a leader in delivering solutions with Office 365, Azure, SharePoint, Business Intelligence, social business solutions including Yammer, as well as Lync, Dynamics CRM and Sitecore.
  6. 6. National Healthcare Practice Experts in Consumer-Driven Healthcare Technology CONSUMERS HEALTH PLAN PROVIDER Connected Health Business Intelligence and Analytics Interoperability & Integration Information Exchange Regulatory Compliance Solutions & Services Global Delivery Centers/Offshore Delivery Domestic Delivery Center Select Clients
  7. 7. Speakers Duane Schafer Director Microsoft BI Practice Perficient Steven Gregor Technical Consultant Perficient Heidi Rozmiarek Assistant Director IT Development Meriter | UnityPoint Health
  8. 8. What I’ll cover: • Architectural Components & Functions • Architecture Options • On Premises, Hybrid, Cloud • Delivery Considerations
  9. 9. Architectural Components - Core Functions Data Architecture Analytics Delivery • Structured / Unstructured Data • Staging / Permanent Storage • Integration Services • MDM / Quality Services • ODS / DW Structures • Enterprise Business Key creation • Metadata Storage • Security • (BISM) Semantic / Abstraction Layer • KPI Creation • Aggregations • Hierarchies • Business Rules • Data Refresh / Storage modes • Metadata Creation / Consumption • Security • Portal Services • Traditional / Self-service Reporting • Dashboards / Scorecards • Data Discovery • Internal / External Users • Information Segmentation • Metadata Consumption • Security
  10. 10. Core Technologies – On Premises Data Architecture Analytics Delivery SQL Server • DBMS (DBMS Services) • SSIS (Integration Services) • MDS / DQS (MDM / Quality Services) SQL Server • SSAS (Analytic Services) • Disk-based vs In-memory processing • Multidimensional • Tabular • Power Pivot • SSRS (Reporting Services) SharePoint • BI Center / Admin • Delivery Services • Excel Connectivity • Power Pivot Gallery • BISM Connectors Office (Excel) • Power Query • Power Pivot • Power View • Power Map
  11. 11. Core Technologies – Hybrid Data Architecture Analytics Delivery SQL Server • DBMS (DBMS Services) • SSIS (Integration Services) • MDS / DQS (MDM / Quality Services) SQL Server • SSAS (Analytic Services) • Disk-based vs In-memory processing • Multidimensional • Tabular • Power Pivot • SSRS (Reporting Services) SharePoint Online • PowerBI Sites / Admin (BI Center) • Delivery Services • Excel Connectivity • Data Management Gateway Office 365 (PowerBI & Excel) • Power Tools • Q&A (Natural Language Processing) • Power View Forecasting
  12. 12. Core Technologies – Cloud Data Architecture Analytics Delivery SQL Server (Azure VM) • DBMS (DBMS Services) • SSIS (Integration Services) • MDS / DQS (MDM / Quality Services) SQL Server (Azure VM) • SSAS (Analytic Services) • Disk-based vs In-memory processing • Multidimensional • Tabular • Power Pivot • SSRS (Reporting Services) SharePoint Online • Power BI Sites / Admin (BI Center) • Delivery Services • Excel Connectivity • Data Management Gateway Office 365 (Power BI & Excel) • Power Tools • Q&A (Natural Language Processing) • Power View Forecasting *Note – SQL 2014 DW Edition in Azure is an option here
  13. 13. Big Data Technologies – On Premises Data Architecture Analytics Delivery Analytic Platform System • PDW • Structured Data • MPP Architecture • Petabyte Scale • HDInsight • Unstructured Data • Parallelism across commodity HW • Based on Apache Hadoop SQL Server • SSAS (Analytic Services) • Disk-based vs In-memory processing • Multidimensional • Tabular • Power Pivot • SSRS (Reporting Services) SharePoint • BI Center / Admin • Delivery Services • Excel Connectivity • Power Pivot Gallery • BISM Connectors Office (Excel) • Power Query • Power Pivot • Power View • Power Map PolyBase for distributed queries
  14. 14. Big Data Technologies – Hybrid Data Architecture Analytics Delivery Analytic Platform System • PDW • Structured Data • MPP Architecture • Petabyte Scale SQL Server • SSAS (Analytic Services) • Disk-based vs In-memory processing • Multidimensional • Tabular • Power Pivot • SSRS (Reporting Services) SharePoint Online • Power BI Sites / Admin (BI Center) • Delivery Services • Excel Connectivity • Data Management Gateway Office 365 (Power BI & Excel) • Power Tools • Q&A (Natural Language Processing) • Power View Forecasting • HDInsight (Azure) • Unstructured Data • Parallelism across commodity HW • Based on Apache Hadoop PolyBase for distributed queries
  15. 15. Big Data Technologies – Cloud Data Architecture Analytics Delivery Analytic Platform System • PDW • Structured Data • MPP Architecture • Petabyte Scale SQL Server (Azure VM) • SSAS (Analytic Services) • Disk-based vs In-memory processing • Multidimensional • Tabular • Power Pivot • SSRS (Reporting Services) SharePoint Online • Power BI Sites / Admin (BI Center) • Delivery Services • Excel Connectivity • Data Management Gateway Office 365 (Power BI & Excel) • Power Tools • Q&A (Natural Language Processing) • Power View Forecasting • HDInsight (Azure) • Unstructured Data • Parallelism across commodity HW • Based on Apache Hadoop PolyBase for distributed queries
  16. 16. Delivery Considerations Segment users based on technical abilities
  17. 17. Delivery Considerations Introduce technologies according to their capabilities
  18. 18. Power BI Overview
  19. 19. What I’ll cover: • Introduce Power BI • Overview of features • Security and Data Management Gateways • Live demo of various components • Conclusion
  20. 20. Power BI: • Is an analytical component of Microsoft Office 365 cloud service • Can be thought of as a cloud-based alternative to the familiar “BI Center” that exists in typical on-premises SharePoint farms • Provides self-service business intelligence tools that integrate very closely with Excel Introducing Power BI
  21. 21. Features and abilities: Overview of Power BI Features • Allows users to tap into enterprise source data that is stored either on premises or in the cloud, for example using the Azure service • Clean, transform and merge data with built in tools such as Power Query • Model your data using Power Pivot • Create relationships between source tables, ex. from a DW • Build custom measures using business friendly DAX language • Construct hierarchies and KPIs • Leverage in-memory engine for query speed optimization • Perform automated data refreshes from your source data
  22. 22. More Features: • Visualize and explore your data using Power View • Can be developed by IT and/or “self-service” data discovery tool • Drag and drop simplified development • Visualization layer that runs on top of a MD data source, such as a Power Pivot Model Overview of Power BI Features
  23. 23. Overview of Power BI Features Additional miscellaneous functionality: • Q&A natural query language searches • Ex: “Total revenue by year for the state of Florida” • Power View statistical model forecasting • Power Map • Visualize geospatial data layered onto Bing maps
  24. 24. Security: • Security model is similar to traditional SharePoint • Secure your sites and content using SP groups and users • Can be integrated with your existing active directory to manage credentials Data Management Gateways: • Provides the ability to perform automatic data refreshes • Client side DMG agent used to expose your enterprise data to Power BI • Tool is installed on DB server, and registered in Office 365 Admin Center Security and Data Management Gateways
  25. 25. Live Demo of Power BI
  26. 26. To wrap up, Power BI is: Power BI Overview Conclusion • An analytical component of Office 365 • Intended to be business user friendly and unlock self-service capabilities Introducing Heidi Rozmiarek from UnityPoint Health • She will be describing how her team has successfully leveraged certain Microsoft Power Tools Thank you for your time today! Steven Gregor, Technical Consultant Steven.Gregor@Perficient.com
  27. 27. UnityPoint Health Architecting a Successful Analytics Infrastructure
  28. 28. Who Is UnityPoint Health? UnityPoint Health At a Glance 13th LARGEST NONPROFIT HEALTH SYSTEM $3.7Billion TOTAL PROJECTED ANNUAL REVENUE 3,707/3,069 LICENSED/STAFFED BEDS 154,717 ADMISSIONS TOTAL 28,676 EMPLOYEES $4.5 Million YEARLY PATIENT VISITS
  29. 29. The Simple Question • It starts with a simple question... “How many patients are visiting Clinic X per year?” • And a follow-on question… “Where do the patients that visit Clinic X live?” • And another… “Of the patients visiting clinic x, how many live in City A?” • And another, slowly growing in complexity… “Of those patients that live in city a, how many see Provider B?
  30. 30. The Simple Gets Complex Until the answer requires aggregating, cleansing, and deciphering a complex web of information.
  31. 31. Complex Questions, Simple Solutions • The questions are complex, but the solutions don’t have to be. • Guiding Principles for Tool Selection: – Leverage existing investments where possible – Use tools users are familiar with to empower self-service – Maintain tight integration between systems – Choose tools that are easily deployed – Deliver cost effective solutions • The Choice: Microsoft Business Intelligence Platform
  32. 32. Architecting the Solution Internal Data Stores External Data Feeds Cloud Data Collect Discover Share
  33. 33. Collecting & Cleansing the Data PowerQuery
  34. 34. Modeling the Data PowerPivot
  35. 35. Modeling the Data PowerPivot
  36. 36. Modeling the Data PowerPivot
  37. 37. Visualizing & Reporting the Answer PowerMap & PowerView
  38. 38. Visualizing & Reporting the Answer PowerView & Excel Dashboards
  39. 39. Visualizing & Reporting the Answer
  40. 40. Visualizing & Reporting the Answer
  41. 41. Architecting the Future Moving to a hybrid on-premises/cloud solution (Q4 2014 – 2015)
  42. 42. Key Takeaways • Power BI transforms Excel – PowerQuery allows for data acquisition & cleansing – PowerPivot enables data modeling & cube development – PowerView & PowerMap fuel advanced visualization • Power BI & SSRS transform SharePoint into an analytics hub – Sharing of PowerPivot data models – Sharing of PowerView dashboards – SSRS running in SharePoint integrated mode allows reports to sit alongside dashboards • End user adoption is rapid – Familiarity of Excel & SharePoint allows quick ramp up – Analyst layer of the organization will flourish – Build an environment that can “grow with you”
  43. 43. The Connected Healthcare Enterprise bit.ly/1wlOzQm Connect with Perficient

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