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Extending Your EMR with Business Intelligence Solutions
Our Speakers

Heidi Rozmiarek
Manager of Business Intelligence &
Enterprise Applications
Meriter Hospital

Martin Sizemore
Principal, Healthcare
Perficient

Joseph Paranteau
Principal - Platform Solutions
Microsoft US Health & Life Sciences
Delivering Epic Insights
Leveraging the Epic EMR for Business Intelligence
Madison, WI
2003

2006

2007

EpicCare Inpatient (CDR & Clerk Order
Entry),
ADT, Prelude, Cadence, Hospital Billing,
HIM, Remote Access

2008

EpicCare
Ambulatory

2009

2011

2010

2012

Professional
Billing

CPOE &
Physician Documentation

2013

2014

Tapestry

Radiant
Willow
Inpatient

OpTime

Stork

Willow
Ambulatory

ASAP

CareEpic
(CareEverywhere)
Clarity &
Reporting Workbench

MyChart

Meaningful Use
Cogito

Community Connect (Affiliate Extension)
People

Culture

Process

Technology
Data
Empower
Decision
Making

Tell a Story

Discover
Insights

Data

Transform

Information
2009

2011

2010

Report Developer
Consolidation

BI Analyst

BI Developer
Architect

SQL Server
2008 R2
SSIS

Developer/Analyst
Realignment
BI Developer

SP 2010

SSRS

PowerPivot

SSAS

2013

2012

DBA Health Plan
Realignment

SQL Server
SP 2013
2012
Hadoop/PolyBase

Financial Data
Council
Medical Group
Reporting Committee

Info Systems
Reporting Forum

Clinical Data
Council

2015

Data Scientists
BI Analyst

BI Developers

SQL PDW
Excel 2013

Excel 2010

2014

Patient/Member
Engagement
Epic
Clarity

Epic
Cogito

Reporting
Services

EDW

PowerPivot
Analysis
Services
Excel
(w/ PowerBI)

API
Lawson

manage

Integration
Services

enrich

SharePoint

insights
Source Systems

Reporting/Staging

Epic

Epic Data Warehouse

Enterprise Data Warehouse

Clarity
Cogito

Parallel Data Warehouse

Other
Sources
Integrating EMR information
Reporting to disease registries, service line profitability, and tracking surgical
scheduling and material use
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.

•
•
•
•
•
•

Founded in 1997
Public, NASDAQ: PRFT
2012 revenue of $327 million
~2,000 colleagues
~85% repeat business rate
Alliance partnerships with major technology vendors
•
•
•

High value use cases for maximum ROI on healthcare analytics
Focus on high labor and material costs (surgery) for potential cost savings
Create evidence about best practices with cost optimizations

Epic
Clarity

Epic
Cogito

Clinical +
Costs

Reporting
Services

Bringing together
critical data on
surgical
scheduling, material
s, labor and
outcomes

Does the $3,000
spine spacer have
better outcomes
than the $8,000 one?

EDW
PowerPivot

API
Lawson

manage

Integration
Services

Excel
(w/ PowerBI)

Analysis
Services

enrich

SharePoint

insights

Projected Savings of $3-5 Million+ in First Year of Use
Schedule
Case

Register
Patient

Patient
•

Demographics

Perform
Surgery

Demographics
& Status
•

Re-Admits

Billing Info,
Payers

Procedure Code

OR

Times In/Out
• Resource Utilization
• Time of Day
• Day of Week

Actual vs.
Schedule

Procedure
•

Process Bill &
Payments

•
Billing
Diagnosis

Preference
Card

Discharge
Planning

Block / Non-Block
• Requested Time vs. Average

Payments

•
Labor
Costs
Room
Costs

Labor
Material
Consumption

• Confirm Privileges
• Labor Rates

•

Supplier

Equipment
• Confirm Availability

•

Charges

• Resource Utilization

•

Materials

Profitability

Material
Costs

Pick List
Equipment
Usage
Equipment
Costs

Total Costs

Discrete Cost
Capture allows
Activity Based
Costing
Costs are captured
at the Event level
(procedure)
Allows
benchmarking, proc
ess improvement
and best practices
for cost reductions
without sacrificing
outcomes
(evidence-based
approach)
Surgery Case Count: by Facility, by Care Setting
Add Total Case Charges, Direct Costs, Payments
Sort by Descending Total Reimbursement

Show On-Time vs. Late Starts

Select Top 40% based on Reimbursement

Ordinal Position

Drill-Down by Procedure Class

Day of Week

Drill-Down by Procedure
Select Orthopedics Cases
Drill-Down by Surgeon

Show Surgical Team
Drill-Down by
Block Utilization

Show Profitability by Payer Type
Show Profit by Supplier

Drill-Down by
Primary Implant

Show Payer Mix
Show Case Costs by
Quarter Year-over-Year

Drill-Down by Case Duration
Drill-Down by Cost Class
Primary
Service Line
Definition

The Solution

• Motivation, Strategic Context for Service Lines
• Specification for assigning individual encounters.
Resolving conflicts and overlaps:
precedence, allocation
• Clinical, Operational, Financial
Metrics
• Internal Focus; External Focus; Individual
Comparative, Benchmarks

Service Line Definitions
Service Line Analytics
Extensible Rules-Based Data / SL Definition
Architecture

Organizational
Model

The Benefits
Integrated View of Service Lines Across Entities
and Care Settings
Projected Efficiencies and Consistency in
Operations and Outcomes

• Range of Possible Models

Change
Management

• Cultural, Authority Structures
• Measures, Incentives

Ongoing
Measurement

• Position in Life Cycle
• Portfolio
Management
Enterprise

Benefits
• Operations Management
• Strategic Planning

Centers of
Excellence

Service Line

Competitive Profiles

Group
Physician
Facility

Patient

Care Setting

Standard Workflow
Care Model
Resources
Planned
Actual

Actual
Cases

• Case Volumes
• Patient Outcomes
• Quality Metrics
• Productivity

Care
Events

• Service Codes
• Charges
• Costs
• Reimbursements

Descriptive Dimensions for all
aspects of an Integrated System
Views
• In- / Out-Patient Distinction
• Dept View
• Administrative View
• Bill of Resources
Assess Delta

•

Assimilate, Evaluate, Decide

Problem
List

Action
Plan

• Desired Result
• Measures

•

Plans, Actions

•

Monitoring
• Monitor, Follow-up
• Observation Period

Diagnosis
• Make, Clarify or
Confirm
• Assess Risk
• Prognosis

Collect &
Measure
• Tests, Observations, etc.
• Attributes, Values

Treatment

Prevention

• Treat
• Maintain
• Modalities

Current
State
• Diagnosis
• Treatments
• Outcomes

• Screening
• Modalities
• Surgery
• Behavioral

Desired
State
• Standard or Target
• Attributes, Values / Ranges
• Modality-based Desired Results

Creating the Care
Plans
Tracking the
success of the Care
Plans
Determining the
effectiveness of the
Care Plans
Leveraging
Microsoft’s BI
Solutions

Extend the value of your EMR
•

Many Healthcare Systems today are focused on developing, implementing, or revising their
biggest investment – their Electronic Medical Record system or EMR.

•

EMRs require the ability to capture, view, and process individual transactions to support
mission critical services around patient care, but data STILL exists in silos. EMR’s alone are
insufficient for a long term data strategy.

•

Health organizations must leverage advanced analytics across the care continuum to include
the patient and populations.
27

Level of Organizational Capabilities, Degree of Difficulty, and Value Creation
Accountable
Care Models

Value to Organization

2016
2014
2011
Stage 1
• Data Capture
and Sharing

Stage 2

Stage 3
• Improved
Outcomes

Future
Stages?

• Population
Management

• Real-Time
Evidence-Based
Medicine?

• Advanced
Clinical
Processes

Key Strategic Assets Required across Stages

Robust
IT Infrastructure

Change
Management

Patient
Engagement

Aligned
Governance Structure

Culture
Shift
28

Momentum of Advanced EMR Functionality Growing, Implementation Timing Compressed
94.2

Percentage of US Hospitals
by EMRAM Stage

EMR Implementations Using “Big Bang”

75.0

Early 2000s

2012

10 – 20%

50 – 70%

64.7

35.3

Drivers of Big Bang, Standard Approach

25.0

• Meet meaningful use requirements

5.8

Q4
„08

Q3
„12

Q3
„14 P

Stages 0-3

Q4
„08

Q3
„12

• Time and cost savings

Q3
„14 P

• Experience with EMR implementations
• Increased clinician familiarity with IT

Stages 4-7

”

Rapid Implementation Does not Guarantee Desired Benefits; Benefits-Driven Optimization is Required
Good

National Board of Economic Research, 2012

Better

“Hospitals that adopted EMR between 1996 and
2009 did not experience a…significant decrease in
costs on average. In fact, [in many cases] costs
rose after EMR adoption, particularly
for…advanced EMRs.”

Process-Driven
Optimization

Goals: Identify better ways to use
system capabilities, change and/or
standardize workflows, address
cultural issues, etc.

Best

Study Finds EMRs Increase Cost

Goals: Improve screen
design, interfaces, reporting
capabilities, functionality to meet
requirements, etc.

Technically-Driven
Optimization

Benefits-Driven
Optimization

Goals: Achieve business value as
defined by the strategic goals of the
hospital; a high-level focus on few
key objectives.
Harness power of complete data platform
Take action and operationalize
Office

SQL Server

Windows Azure

Windows Server

Action over data
in real time



Corporate apps

Scale user-driven BI


Collaboration

Quality and accuracy



Self-service



Security, governance,
and compliance



Cloud and
on-premises

Data Search


Relational

Scalable physical and
virtual compute

Non-relational

Virtualized
storage

Analytical

Streaming

Virtualized
networking

Internal & External

SAN like intelligence built
into OS
Performance
•

Queries 10-100x faster than
traditional DW systems

Presentation Layer (Browser, Tablet, Phone, TV)

•

Optimized for “mixed workload” &
“near real-time” data analysis

Security Layer (Authentication, Access Control, Roles, Encryption, Logging)

•

Application Integration Adapter Layer (Clinical, Administrative, Financial, Custom)

Enhanced loading, 2+TB/hour

Simplicity
•

Ease of installation , one throat to

choke
ADMINISTRATIVE
TRANSACTIONS

CLINICAL
TRANSACTIONS

DIGITAL
IMAGES

CLINICAL
DATA

•

Ready to go for immediate load
and query = fast “time to value”

•

No indexing, tuning, data sorting
or materialized view maintenance

FINANCIAL
TRANSACTIONS

VENDOR
TRANSACTIONS

UNSTRUCTURED
DATA

FINANCIAL
DATA

Value
•

Data Access/Enterprise Service Bus Layer (Business Rules, Custom Logic, ETL, HL7)

Non- Proprietary Standards
based architecture reduces risk &
cost

Platform

Hadoop

•

Minimal implementation and ongoing administration cost

Microsoft PDW
Appliance Partners

•

Lowest “full life cycle” TCO
Microsoft HDInsight
Parallel Data Warehouse

HDInsight Service
Ask real questions, get answers
Featuring Power BI for Office 365 Q&A
 Q&A feature uses natural language
query
 Type questions into the speech
bubble
 Get immediate answers in the form
of interactive charts and graphs
Deliver Immersive, Connected Customer Experiences

Beautiful
experiences +
security and
performance

Connect with
social apps and
networks

Real time content
and updates

Optimize for
discovery and
reach
Extending Your EMR with Business Intelligence Solutions

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Extending Your EMR with Business Intelligence Solutions

  • 1. Extending Your EMR with Business Intelligence Solutions
  • 2. Our Speakers Heidi Rozmiarek Manager of Business Intelligence & Enterprise Applications Meriter Hospital Martin Sizemore Principal, Healthcare Perficient Joseph Paranteau Principal - Platform Solutions Microsoft US Health & Life Sciences
  • 3. Delivering Epic Insights Leveraging the Epic EMR for Business Intelligence
  • 5.
  • 6. 2003 2006 2007 EpicCare Inpatient (CDR & Clerk Order Entry), ADT, Prelude, Cadence, Hospital Billing, HIM, Remote Access 2008 EpicCare Ambulatory 2009 2011 2010 2012 Professional Billing CPOE & Physician Documentation 2013 2014 Tapestry Radiant Willow Inpatient OpTime Stork Willow Ambulatory ASAP CareEpic (CareEverywhere) Clarity & Reporting Workbench MyChart Meaningful Use Cogito Community Connect (Affiliate Extension)
  • 7.
  • 8.
  • 11. 2009 2011 2010 Report Developer Consolidation BI Analyst BI Developer Architect SQL Server 2008 R2 SSIS Developer/Analyst Realignment BI Developer SP 2010 SSRS PowerPivot SSAS 2013 2012 DBA Health Plan Realignment SQL Server SP 2013 2012 Hadoop/PolyBase Financial Data Council Medical Group Reporting Committee Info Systems Reporting Forum Clinical Data Council 2015 Data Scientists BI Analyst BI Developers SQL PDW Excel 2013 Excel 2010 2014 Patient/Member Engagement
  • 12.
  • 14. Source Systems Reporting/Staging Epic Epic Data Warehouse Enterprise Data Warehouse Clarity Cogito Parallel Data Warehouse Other Sources
  • 15.
  • 16.
  • 17. Integrating EMR information Reporting to disease registries, service line profitability, and tracking surgical scheduling and material use
  • 18. 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. • • • • • • Founded in 1997 Public, NASDAQ: PRFT 2012 revenue of $327 million ~2,000 colleagues ~85% repeat business rate Alliance partnerships with major technology vendors
  • 19. • • • High value use cases for maximum ROI on healthcare analytics Focus on high labor and material costs (surgery) for potential cost savings Create evidence about best practices with cost optimizations Epic Clarity Epic Cogito Clinical + Costs Reporting Services Bringing together critical data on surgical scheduling, material s, labor and outcomes Does the $3,000 spine spacer have better outcomes than the $8,000 one? EDW PowerPivot API Lawson manage Integration Services Excel (w/ PowerBI) Analysis Services enrich SharePoint insights Projected Savings of $3-5 Million+ in First Year of Use
  • 20. Schedule Case Register Patient Patient • Demographics Perform Surgery Demographics & Status • Re-Admits Billing Info, Payers Procedure Code OR Times In/Out • Resource Utilization • Time of Day • Day of Week Actual vs. Schedule Procedure • Process Bill & Payments • Billing Diagnosis Preference Card Discharge Planning Block / Non-Block • Requested Time vs. Average Payments • Labor Costs Room Costs Labor Material Consumption • Confirm Privileges • Labor Rates • Supplier Equipment • Confirm Availability • Charges • Resource Utilization • Materials Profitability Material Costs Pick List Equipment Usage Equipment Costs Total Costs Discrete Cost Capture allows Activity Based Costing Costs are captured at the Event level (procedure) Allows benchmarking, proc ess improvement and best practices for cost reductions without sacrificing outcomes (evidence-based approach)
  • 21. Surgery Case Count: by Facility, by Care Setting Add Total Case Charges, Direct Costs, Payments Sort by Descending Total Reimbursement Show On-Time vs. Late Starts Select Top 40% based on Reimbursement Ordinal Position Drill-Down by Procedure Class Day of Week Drill-Down by Procedure Select Orthopedics Cases Drill-Down by Surgeon Show Surgical Team Drill-Down by Block Utilization Show Profitability by Payer Type Show Profit by Supplier Drill-Down by Primary Implant Show Payer Mix Show Case Costs by Quarter Year-over-Year Drill-Down by Case Duration Drill-Down by Cost Class
  • 22. Primary Service Line Definition The Solution • Motivation, Strategic Context for Service Lines • Specification for assigning individual encounters. Resolving conflicts and overlaps: precedence, allocation • Clinical, Operational, Financial Metrics • Internal Focus; External Focus; Individual Comparative, Benchmarks Service Line Definitions Service Line Analytics Extensible Rules-Based Data / SL Definition Architecture Organizational Model The Benefits Integrated View of Service Lines Across Entities and Care Settings Projected Efficiencies and Consistency in Operations and Outcomes • Range of Possible Models Change Management • Cultural, Authority Structures • Measures, Incentives Ongoing Measurement • Position in Life Cycle • Portfolio Management
  • 23. Enterprise Benefits • Operations Management • Strategic Planning Centers of Excellence Service Line Competitive Profiles Group Physician Facility Patient Care Setting Standard Workflow Care Model Resources Planned Actual Actual Cases • Case Volumes • Patient Outcomes • Quality Metrics • Productivity Care Events • Service Codes • Charges • Costs • Reimbursements Descriptive Dimensions for all aspects of an Integrated System Views • In- / Out-Patient Distinction • Dept View • Administrative View • Bill of Resources
  • 24. Assess Delta • Assimilate, Evaluate, Decide Problem List Action Plan • Desired Result • Measures • Plans, Actions • Monitoring • Monitor, Follow-up • Observation Period Diagnosis • Make, Clarify or Confirm • Assess Risk • Prognosis Collect & Measure • Tests, Observations, etc. • Attributes, Values Treatment Prevention • Treat • Maintain • Modalities Current State • Diagnosis • Treatments • Outcomes • Screening • Modalities • Surgery • Behavioral Desired State • Standard or Target • Attributes, Values / Ranges • Modality-based Desired Results Creating the Care Plans Tracking the success of the Care Plans Determining the effectiveness of the Care Plans
  • 26. • Many Healthcare Systems today are focused on developing, implementing, or revising their biggest investment – their Electronic Medical Record system or EMR. • EMRs require the ability to capture, view, and process individual transactions to support mission critical services around patient care, but data STILL exists in silos. EMR’s alone are insufficient for a long term data strategy. • Health organizations must leverage advanced analytics across the care continuum to include the patient and populations.
  • 27. 27 Level of Organizational Capabilities, Degree of Difficulty, and Value Creation Accountable Care Models Value to Organization 2016 2014 2011 Stage 1 • Data Capture and Sharing Stage 2 Stage 3 • Improved Outcomes Future Stages? • Population Management • Real-Time Evidence-Based Medicine? • Advanced Clinical Processes Key Strategic Assets Required across Stages Robust IT Infrastructure Change Management Patient Engagement Aligned Governance Structure Culture Shift
  • 28. 28 Momentum of Advanced EMR Functionality Growing, Implementation Timing Compressed 94.2 Percentage of US Hospitals by EMRAM Stage EMR Implementations Using “Big Bang” 75.0 Early 2000s 2012 10 – 20% 50 – 70% 64.7 35.3 Drivers of Big Bang, Standard Approach 25.0 • Meet meaningful use requirements 5.8 Q4 „08 Q3 „12 Q3 „14 P Stages 0-3 Q4 „08 Q3 „12 • Time and cost savings Q3 „14 P • Experience with EMR implementations • Increased clinician familiarity with IT Stages 4-7 ” Rapid Implementation Does not Guarantee Desired Benefits; Benefits-Driven Optimization is Required Good National Board of Economic Research, 2012 Better “Hospitals that adopted EMR between 1996 and 2009 did not experience a…significant decrease in costs on average. In fact, [in many cases] costs rose after EMR adoption, particularly for…advanced EMRs.” Process-Driven Optimization Goals: Identify better ways to use system capabilities, change and/or standardize workflows, address cultural issues, etc. Best Study Finds EMRs Increase Cost Goals: Improve screen design, interfaces, reporting capabilities, functionality to meet requirements, etc. Technically-Driven Optimization Benefits-Driven Optimization Goals: Achieve business value as defined by the strategic goals of the hospital; a high-level focus on few key objectives.
  • 29.
  • 30.
  • 31.
  • 32.
  • 33. Harness power of complete data platform Take action and operationalize Office SQL Server Windows Azure Windows Server Action over data in real time  Corporate apps Scale user-driven BI  Collaboration Quality and accuracy  Self-service  Security, governance, and compliance  Cloud and on-premises Data Search  Relational Scalable physical and virtual compute Non-relational Virtualized storage Analytical Streaming Virtualized networking Internal & External SAN like intelligence built into OS
  • 34. Performance • Queries 10-100x faster than traditional DW systems Presentation Layer (Browser, Tablet, Phone, TV) • Optimized for “mixed workload” & “near real-time” data analysis Security Layer (Authentication, Access Control, Roles, Encryption, Logging) • Application Integration Adapter Layer (Clinical, Administrative, Financial, Custom) Enhanced loading, 2+TB/hour Simplicity • Ease of installation , one throat to choke ADMINISTRATIVE TRANSACTIONS CLINICAL TRANSACTIONS DIGITAL IMAGES CLINICAL DATA • Ready to go for immediate load and query = fast “time to value” • No indexing, tuning, data sorting or materialized view maintenance FINANCIAL TRANSACTIONS VENDOR TRANSACTIONS UNSTRUCTURED DATA FINANCIAL DATA Value • Data Access/Enterprise Service Bus Layer (Business Rules, Custom Logic, ETL, HL7) Non- Proprietary Standards based architecture reduces risk & cost Platform Hadoop • Minimal implementation and ongoing administration cost Microsoft PDW Appliance Partners • Lowest “full life cycle” TCO
  • 35. Microsoft HDInsight Parallel Data Warehouse HDInsight Service
  • 36.
  • 37. Ask real questions, get answers Featuring Power BI for Office 365 Q&A  Q&A feature uses natural language query  Type questions into the speech bubble  Get immediate answers in the form of interactive charts and graphs
  • 38. Deliver Immersive, Connected Customer Experiences Beautiful experiences + security and performance Connect with social apps and networks Real time content and updates Optimize for discovery and reach

Editor's Notes

  1. Joseph Paranteau, Principal – Platform Solutions, Microsoft US Health & Life Sciences will discuss the reasons why customers are leveraging Microsoft’s BI Solutions to extend the value of their EMR. Joseph will share why many customers already have the necessary components to start extracting value today and show how you can develop agility toward a path of greater insight beyond MU Stage 1.
  2. Hospitals are extremely focused on implementing their Electronic Medical Records or Electronic Health Systems to support mission critical services around patient care. Data is exploding and Microsoft PDW can help quickly capture and manage that data across the enterprise to provide a single source of truth for analytics and reporting.
  3. “First let’s address a rumor, members ask us all the time if there will be a halt to Stage 3 of meaningful use.  From what we see and hear, we believe that answer is no.  That dialog continues to fortify our framework, that future stages of meaningful use are meant to position providers’ use of health IT against the backdrop of new payment models, those models that focus on team-based, patient-centered population management.   This graph represents your meaningful use journey as, yes, a daunting set of aims, but, participation and success in this program add strategic value to your organization.   So what do you need to be successful: on the lower half of the slide, it’s all about utilizing the assets of your organization to foster effective change management with your super user champions; determine a sustainable patient engagement strategy, identify synergies with your meaningful use efforts and other organizational goals and play those up, no one gets left behind, make that your new mantra What can you expect this year from us for further research?  We will continue to monitor Stage 3 smoke signals, we estimate a Proposed Rule or the like sometime summer or early fall, and we will produce topic-specific research notes for your meaningful use compliance and planning.
  4. “Sometime in the next year or two we will arrive at a tipping point in US healthcare IT. During that period we project that most US hospital EMRs will have reached EMRAM Stage 4, or above, the level at which they can begin to produce substantial benefits. However, because of the timing pressures of the meaningful use program, most of those EMRs will have been implemented with basic, out of the box functionality, using a rapid, “big bang” approach. This rapid implementation approach is exacerbating an already serious problem that has been noted in a number of recent studies. Unless a hospital is able to use the capabilities of the EMR to innovate, to substantially change the way they do their work, they wind up not just realizing less benefit than expected but actually increasing overall costs…exactly the opposite of what was intended by meaningful use. Therefore, we are about to enter a necessary period of intensive optimization of existing EMRs. Some of this work is not really optimization, it’s remediation of technical deficiencies that were not addressed in the original design, build and implementation. In other cases organizations will remediate processes that were not properly designed, or had unintended consequences. But once emergent and urgent remediation priorities are addressed, the real, long-term work begins – understanding and using the capabilities of the EMR to improve efficiency, effectiveness, safety and satisfaction, through careful, intentional effort and yes, through unavoidable trial and error. Our research focus for this coming year is to identify and summarize best practices around benefits-driven EMR optimization for the long term. How these efforts should be organized, staffed, prioritized and governed. Because as exhausting as it may sound today – complying with meaningful use is only the first step in a much longer journey.We have previously published and presented detailed information about a benefits-driven EMR implementation approach – this new work extends and adapts those best practices to post-implementation optimization over an extended period, which we are calling “benefits-driven optimization”.”
  5. Key goal of slide: Use an interesting story to land the idea of that second stage of the data science process – TAKE ACTION & OPERATIONALIZE – in a way that means something to the audience. Show, without selling products, that MSFT is giving IT a complete data platform that connects data across cloud and devices so they can operationalize. Slide talk track:(NOTE: Make sure you use the intro from the transition slide)This story highlights the importance of different technologies being used together in different ways.Ascribe is a healthcare software vendor in the UK. They've built is a very innovative solution that helps identify health epidemics or outbreaks. Their project was commissioned by the UK’s National Health Institute, and what they've been able to do is build a hybrid-cloud solution with built-in BI tools (based on Microsoft SQL Server, Windows Server, Windows Azure HDInsight Service and SharePoint) that combines different data types to help identify outbreaks of infectious diseases and other health threats early on. They combine traditional data sources with data sources that weren’t previously tapped – handwritten admittance notes – and they put this complete solution into the hands of the everyday user.So, as an example, in the case of a meningitis outbreak -- a very scary disease – patients will visit a doctor, be diagnosed, and that diagnosis is certain and becomes a case on record in the local medical system. It’s stored in SQL Server, and they know, there's a real case of diagnosed meningitis in a particular hospital or location.Healthcare data analysts typically work from that kind of data -- collected when patients receive scheduled treatment in clinics and hospitals, but by the time they get that information, it’s usually out-of-date. The data has been coded and stored in a record-keeping system, or it’s been collected from a hospital workflow that doesn’t happen in real time.So healthcare analysts have old data and are missing the details buried in the handwritten notes taken as people are admitted into medical facilities – listing their symptoms etc. Ascribe wanted to find a way to make data flow more quickly in near real time, and they wanted to augment clinically-coded data with data harvested from case notes.CLICK - So, now, they scan the handwritten notes, push them up to the cloud, and do natural language process on them so they can organize the data. Then, they bring that data back down into their system and analyze if the symptoms that the health attendant recorded for patients being admitted are consistent with a particular outbreak. With meningitis that’s a stiff neck, chills, etc. So, they are able to identify issues through the data feed, which previously was inaccessible.And then, things get interesting when they bring in external data. The solution also factors in social media and brings in various tweets and Facebook posts to see if there is an unusual number of people in an area tweeting about being sick or feeling ill, or particular symptoms.So they combine structured data that's on-premises or in the hospital with what was unstructured data (handwritten notes) that they process in the cloud, and external social sphere data – and all of it comes together in a dashboard for workers from the National Institute of Health, as well as hospital managers through a Windows 8 device is a very, very powerful example of being able to build solutions that span multiple form factors, from raw data to insight, across a complete platform. Insights on health epidemics are now “operationalized” in a way that allows the health system to get ahead of outbreaks and contain them before they spread. Clinicians can jump from an alert on their Windows 8 desktop to a map in SQL Server 2012 Power View that shows the progression of a disease. The ability to analyze millions of records in seconds is quite powerful. So now, thanks to Ascribe, they can spot outbreaks in real-time and get ahead of it before it spreads.
  6. MANAGED SELF-SERVICE BI CASE STUDY: Meriter Hospitalhttp://www.microsoft.com/casestudies/Case_Study_Detail.aspx?CaseStudyID=710000001182With a workforce of 3,300 people, Meriter Health Services provides healthcare services to the people of Madison, Wisconsin, through a 448-bed hospital and a growing network of community clinics. In recent years, Meriter has won multiple accolades, including listings in Thomson Reuters’ Top 100 Hospitals and in Hospitals and Health Networks’ Most Wired healthcare organizations, and a Platinum eHealthcare Leadership Award from Strategic Health Care Communications.In keeping with its embrace of information technology, the organization recently deployed a BI solution based on Microsoft SQL Server 2008 data management software and other technologies in the Microsoft BI stack. Deployed with the help of Microsoft Partner Network member Perficient, the solution integrates data from analytics and electronic health record (EHR) systems at Meriter and delivers it to administrative and clinical employees through an existing collaboration environment based on Microsoft SharePoint Server 2010. With the BI solution, Meriter is providing orthopedic surgeons accurate benchmark data and hospital recommendations on implant-device purchases. This enables the surgeons to more easily select the device that is most appropriate for a given patient while helping the hospital to use precious healthcare dollars more effectively—including savings of nearly a million dollars in the first eight months following deployment of the solution.Meriter is also using the BI solution to enable physicians to closely monitor and track their practices and processes. This helps the physicians to deliver care tailored for a given patient while developing protocols that are more standard and consistent across the hospital.
  7. DELIVER BI ON YOUR TERMS CASE STUDY: Texas Children’s Hospitalhttp://www.microsoft.com/casestudies/Microsoft-SharePoint-Server-2010/Texas-Children-s-Hospital/Hospital-Uses-Business-Intelligence-to-Trim-Patient-Waiting-Time-by-up-to-51-Percent/4000011356http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?CaseStudyID=4000011356The Texas Children’s Hospital believes that investments in clinical decision support and performance management—an organized approach to using analytics—are essential to realizing the full benefits of an EMR system.Located in the fastest-growing state in the United States, the hospital, one of the top pediatric hospitals in the U.S., was faced with boosting efficiency enough to serve an increasing number of patients without massive increases in facilities and staffing. Their solution was to adopt a Microsoft business intelligence solution to find and resolve bottlenecks in the flow of patients through the hospital in near real time. The solution pulls information from their EMR system and custom bed-management database every 15 minutes, processes it into reports and an analysis cube, and makes the information accessible to users through a portal and dashboard.As a result, the hospital has reduced delays by up to 51 percent, shaving a full day off the typical hospital stay and making it possible for the hospital to see as many more patients in a year as it could if it had added and staffed another hospital floor. And because the solution relies on familiar Microsoft technology, it was easily adopted by the IT department and clinical staff. Benefits: Bottlenecks in patient flow trimmed by up to 51 percent.Data updated every 15 minutes, spurring better, timelier decisions.Familiar technology adopted easily.Software and Services:Microsoft SharePoint Server 2010Microsoft SQL Server 2008 R2 EnterpriseExcel Services in Microsoft SharePoint Server 2010Microsoft SQL Server Analysis ServicesMicrosoft SQL Server Integration ServicesMicrosoft SQL Server 2008 Reporting ServicesPerformancePoint Services for Microsoft SharePoint Server 2010
  8. Key goal of slide: Talk about what Microsoft is making possible for customers in this stage of the data science process. Help audience understand (1) why IT wants to operationalize the data science process, (2) why a complete data platform that connects data across cloud and devices benefits them (3) how Microsoft is making this a reality. Last, this slide/moment also gives the speaker a landing place for solutions and products and our complete data platform.  Slide talk track:OK – as we’ve worked our way through the data science process, we've found data, we’ve combined it and done some interesting visualizations. We’ve been able to manipulate and analyze that data, and engaged more users in data analytics to make insights accessible to all.The last stage and probably one of the more important stages is deploying this process and managing it with a complete data platform. Like in the case of Ascribe – making generating insights through a repeatable business process. To enable this, Microsoft brings all of our assets to bear – from our hybrid cloud solutions viaWindows Azure, Windows Server, SQL Server, really all of our core infrastructure products – to the new Power BI for Office 365, then all the way through the front end of Office -- to deliver you a complete, consistent and interconnected data platform that accelerates time to insight at EVERY stage of the data lifecycle. We talked a lot about BI and analytics, so I wanted to take a minute to highlight five things that we didn't get a chance to touch on earlier – and that really are table stakes for this last stage of the data process. In terms of data quality – IT plays a critical role here – it’s crucial. You need the platform in place that ensures the data that IT hands off to finance or marketing is the right data; it's clean data; it's got the right time stamps on it, etc. For Microsoft - certainly SQL Server Data Quality Services takes care of that. Scaling BI - We also talked a bit about easing the pain of data models. In a world where users have powerful, familiar BI tools, they can easily build data models within Power Pivot that can then be handed off to IT -- deployed on SQL Server Analysis Services where they can be shared and scaled. This is super important – it fundamentally changes the relationship between IT and end users. That interaction between business users defining views they want, and IT executing or running those views gets much, much easier and faster. Recently, after learning about this, one of our customers described Excel as the “love language” between IT and users. That’s never been truer than with Power View and Power Pivot. Thinking of data in real-time, there are certainly other scenarios that are important, but you want to be able to take action on data that's flowing through the pipes in real time, for example on a manufacturing line or a retail purchasing supply chain, no matter if it lives on-prem or in the cloud. That becomes an important part of the data platform – and of course we address that through capabilities like StreamInsight, and Power BI for Office 365.You cannot talk about data without talking about security, and so far we haven’t touched on this at all. Of course, having consistent security governance and control is non-negotiable. SQL Server has the lowest security vulnerabilities of major database vendors five years running. Having all of the tools we’ve talked about can be powerful, but if you don't have a level of control and governance over them, that's a problem. One of the things that's great about kind of combining this great end user technology in things like Excel with say a SharePoint back-end for managing the data is you're able to provide user-level permissions on it, so you can allow certain members of the organization to see some parts of the data but not other parts of the data. And that does become very, very important for the role of IT to ensure that governance. And then finally, in the world of large data volumes, real-time data creation, and multiple data types – the era of big data – you have to be able to deploy and consume technologies and data on-premises, in the public cloud, and with hosting service provider. We are going to live in a hybrid world for some time, and Microsoft is the only company that can bring you a consistent, comprehensive infrastructure in that hybrid world. That notion is a core tenant of what we call the Cloud Operating System – our vision of the modern platform for the world’s apps. And our data platform is integrated as a core part of that Cloud OS vision. So in summary -- as we think about the data platform it’s essential to:have that flexible infrastructure that allows you to store, manage and process the data information across clouds and on-premises infrastructure (Windows Server & Windows Azure at the core).have data management and processing across all types of data – bring together internal and external data types and manage it in a consistent way – this is a powerful part of the Microsoft platform.provide the analytical tools to the users in a way that's familiar to them we think is Microsoft’s breakthrough differentiation. This is going to allow you to move much faster from raw data to meaningful insights that can lead to action and business value. -----------------------------------BI & SQL SERVER ADOPTION/MOMENTUM/INDUSTRY FACTOIDSSQL Server is the most widely-deployed database in the world (47%) – more than either IBM or Oracle at 47% share, outpacing growth rates of both IBM and Oracle. (Source: IDC Special Study: “Server Workloads Forecast and Analysis Study, 2009-2014” (Matthew Eastwood, Reuben Miller). August 2010.)Over 800K downloads of SQL Server 2012 (Eval & VL), over 3.0M downloads including Express as of end of Q3.Microsoft has been a Leader in the Gartner Business Intelligence Platforms Magic Quadrant 6 years running. Source: Gartner, Magic Quadrant for Business Intelligence Platforms, 2008, 2009, 2010, 2011, 2012, 2013.Microsoft as Leader for the Data Warehouse Database Management Systems Magic Quadrant, Feb. 2013Microsoft as Leader in Forrester Wave: Enterprise Cloud DatabaseSQL Server is the most secure database compared to major competitors. As of October 2012 and per NIST, SQL Server has recorded only 1 security vulnerability since 2010, compared to 85 for Oracle and 39 for IBM. (Source: National Institute of Standards and Technology-Reported Major DBMS Vendor Security Vulnerabilities).77% of ISV Flagship Apps are built on SQL Server (Source: Microsoft Partner Data) According to MSFT CMG “IT Pro Database Tracker,” published Feb 2013, //marketresearchSQL Server is the most familiar database brand among IT pros, and it’s the most preferred database by IT pros in major markets. Over three quarters of IT pros using a database use SQL Server vs. 47% for ORCL and 37% for IBM.Over the last two years, IT pro preference and usage for SQL Server has jumped 9 and 5 points respectively while both Oracle and IBM have seen declines.SQL Server mission-critical usage has jumped 10 percent over the last two years as IT pros continue to bet on it for their enterprise data workloads while competitors have dropped by nearly the same rate.Over a third of SQL Server users have at least an instance of SQL Server 2012.Customers rate MSFT highest for supporting their critical data needs in the cloud. (MSFT 50%, ORCL 42%)
  9. This illustration highlights Microsoft’s capabilities and platform surrounding PDW for Health for EDW and BI/Analytics.Microsoft PDW for Health is the engine that drives data across the enterprise from clinical, administrative, financial and unstructured external data – all in one appliance.
  10. Need to add some icons to this slide to make it more like slide 21 – also show competitors
  11. OPTIONAL SLIDE: With the natural language query capabilities in Power BI for Office 365, as questions about your data as you would in everyday language. From those questions, you’ll get answers in the form of instantly generated charts and graphs.
  12. Microsoft all-up focus on mobile, different aspects, always first and best on Windows 8Key Points:Delivering immersive, modern-style mobile applications can provide your customers with a rich, engaging, and social experience of your brand. Windows 8 provides a no-compromise approach to delivering both a beautiful user experience and the security, stability, and performance that you require. And through the Windows Marketplace, you can tap into a much broader potential market for your apps.