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Opening General Session: Improving Outcomes, Changing Lives with 
Smarter Care and Social Programs 
1. Welcome 
John Hearne, IBM General Manager Smarter Care & Social Programs 
2. IBM commitment & investment in health & social programs 
Steve Mills, IBM Senior Vice President, Group Executive, Software & Systems Group 
3. Health and Social Programs as a Cornerstone of Economic Vitality 
Dan Pelino, IBM General Manager, Public Sector 
Outcomes: the imperative for change in H&SP service delivery 
The Honorable Patrick Kennedy, Former US Representative (no presentation, video replay only) 
Re-opening the session after break – and introduction of Judge Leifman by Farhana Alarakhiya, IBM Director, Smarter Care 
The Realities and Impact of Mental Health Care Approaches 
The Honorable Judge Steven Leifman, 11th Circuit District Court, Miami Dade County (no presentation, video replay only) 
4. Innovations in access and engagement: Mobile strategies and solutions for health and social programs 
Nicole Gardner, IBM Global Industry Leader, Government Healthcare and Social Services 
5. Person-centered Team-based Care: Adventures Through Space and Time 
Ronan Rooney, IBM Research, Director of Care Programs 
Q&A moderated by Farhana Alarakhiya, IBM Director, Smarter Care
© 2014 IBM Corporation 
Ronan Rooney 
Director, Programs of Care, IBM Research 
#ibmhsps14 
Person-centered, Team-based Care Adventures in Time and Space
5 
Really?
6 
The Challenge: Improve the lives of our vulnerable populations while 
lowering the unsustainable growth in cost to care for them 
Slide 10, http://www.hfma.org/anihandouts/xtbce9adrpp1/A03.pdfSource: Commercial Sample – MarketScan 
Commercial claims data; Medicare Sample – Medicare 5% sample.
7 
... If data is considered oxygen for 
super-utilizer programs, the care 
management team and its 
interventions are considered the 
“secret sauce” … ... Invest heavily in 
“boots on the ground”
8 
The Need for a New Approach 
Australian Social Work 
Volume 22, Issue 4, December, 1969 
“Lack of coordination in 
the social welfare field has 
commonly presented 
communities with major 
problems… 
…ineffectual use of 
already available 
resources, or, in services 
for maltreated children, 
further injury or even 
death to the child.” 
Care 
Network
9 
Key Objectives – Improve The Efficacy Of Care 
How do the planned 
interventions improve 
the quality of care 
and care goals? 
What are the estimated and actual costs 
for different planning and delivery options? 
How appropriate is the 
execution of the plan for 
the citizen, their family 
Experience and the care team? 
Cost 
Effectiveness 
Efficacy 
of Care 
Planning 
Delivery
10 
Reimaging - Person-centered, Team-based Care 
Chris 
! Wheelchair 
! Sandra cannot take day off 
7:00 9:00 12:30 14:00 18:00 21:00 
Dressing 
Meals 
Get up/Go to bed 
Medication 
S-Dressing up 
S-Breakfast 
S-Getting up 
S-Medication T-Medication M-Medication T-Medication 
M-Lunch 
S-Medication 
S-Dinner 
Responsibility Sandra Teresa Mary Teresa Sandra + Chris 
WEEKDAYS Foreseen Anomaly Urgent Emergency 
1.2 Doctor’s 
appointment 
10:30, 5KM away 
1.1 Sandra on 
vacation, Chris 
on Business trip 
Teresa needs support, 
Sandra and Chris need 
updates that are non-intrusive 
for Teresa 
3. The night 
before, Sandra 
falls ill is 
unreacheable. 
Chris on 
Business trip. 
4. Teresa falls 
and gets 
injured 
2. Teresa 
deviates from 
typical route 
Teresa needs support 
from the Safety Net to 
get assistance in going 
to the doctor 
Teresa goes to the 
weekly seniors’ 
club meeting 
Using GPS sensor, 
detect deviation 
from typical route 
Subtle 
Notification 
for Teresa 
Sandra 
Teresa Panics 
Teresa Dismisses 
message 
Teresa Changes 
Course 
Teresa 
Late 
Notify 
Chris 
MDT 
Teresa could be in 
trouble. Early 
intervention either 
through relatives or 
through safety net 
MDT 
MDT MDT 
MDT MDT 
The family is in need 
of help. The primary 
caretaker has fallen ill, 
a new person will need 
to be found on short 
notice to get through 
the day 
FALL! 
Sandra Teresa Mary Chris MDT Alfred 
Sandra 
Once the fall is 
detected, a neighbour 
(with a key) is notified 
to go over. He waits 
for the emergency 
services. Family is 
notified. 
MDT 
Alfred
11 
Holistic 
Adaptive 
Multi-disciplinary 
Understanding, adapting and 
responding to the Citizen, 
environment, the context, the 
situation and the team 
Enabling the multidisciplinary 
team to be more effective and 
efficient across the Planning 
and Delivery phases 
Inclusive understanding of the 
client, their social network, and 
their engagement with the care 
network 
Person-centered Design Principles
12 
Planning Optimization 
Social 
Context 
Inherent complexity across 
needs, services, providers 
and the connections between 
them 
BioPsychoSocial 
Reference 
Model Biological 
Psychological Social 
Safety Network Vulnerability Index 
Find temporary foster 
care placement and 
child care options for 
Sandra’s two children 
that are near her 
employer, her mom’s 
house and with easy 
access to their two 
schools
13 
Planning Optimization 
Social 
Context 
Inherent complexity across 
needs, services, providers 
and the connections between 
them 
BioPsychoSocial 
Reference 
Model Biological 
Psychological Social 
Safety Network Vulnerability Index 
Find temporary foster 
care placement and 
child care options for 
Sandra’s two children 
that are near her 
employer, her mom’s 
house and with easy 
access to their two 
schools
14 
Planning Optimization 
Social 
Context 
Inherent complexity across 
needs, services, providers 
and the connections between 
them 
BioPsychoSocial 
Reference 
Model Biological 
Psychological Social 
Safety Network Vulnerability Index 
Find temporary foster 
care placement and 
child care options for 
Sandra’s two children 
that are near her 
employer, her mom’s 
house and with easy 
access to their two 
schools
15 
Delivery Optimization – Micro-Planning - Adventures in Time and Space 
Social 
Context 
Time Care Team 
Inherent complexity 
across needs, services, 
providers and the 
connections between 
them 
Safety Network Transportation Location
16 
Delivery Optimization – Micro-Planning - Adventures in Time and Space 
Social 
Context 
Time Care Team 
Inherent complexity 
across needs, services, 
providers and the 
connections between 
them 
Safety Network Transportation Location 
Find the closest 
care worker to 
Teresa that has free 
time from 11 to 12. 
Which family 
member is available 
to come and chat with 
Teresa at the 
hospital?
17 
Delivery Optimization – Micro-Planning - Adventures in Time and Space
18 
Delivery Optimization – Micro-Planning - Adventures in Time and Space 
• No food ahead of 
10:30 appointment 
• Check in with 
secretary on arrival 
Hospital Information:
19 
Key Benefits 
Improved 
Care 
Experience 
Optimized 
Care 
Planning 
More Time 
with Clients 
Location, Temporal, 
Transportation and Care 
Network analytics evaluate 
service delivery options to 
enable Care Teams to develop 
efficacious care plans 
Real-time analytics deliver 
prioritized, accurate and situation-aware 
information to Care Teams so 
that they can spend more time with 
their clients and make better 
informed decisions 
A suite of IBM MobileFirst apps 
deliver a transformative and 
person-centered user 
experience for the Client, the 
Family and the Care Team
20 
Business Process Model 
IDENTIFY 
ASSESS 
RESPOND 
MANAGE 
MEASURE
End of Day 1 General Session

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IBM Health and Social Programs Summit: Person-centered Team-based Care: Adventures Through Space and Time

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  • 3. 3 Opening General Session: Improving Outcomes, Changing Lives with Smarter Care and Social Programs 1. Welcome John Hearne, IBM General Manager Smarter Care & Social Programs 2. IBM commitment & investment in health & social programs Steve Mills, IBM Senior Vice President, Group Executive, Software & Systems Group 3. Health and Social Programs as a Cornerstone of Economic Vitality Dan Pelino, IBM General Manager, Public Sector Outcomes: the imperative for change in H&SP service delivery The Honorable Patrick Kennedy, Former US Representative (no presentation, video replay only) Re-opening the session after break – and introduction of Judge Leifman by Farhana Alarakhiya, IBM Director, Smarter Care The Realities and Impact of Mental Health Care Approaches The Honorable Judge Steven Leifman, 11th Circuit District Court, Miami Dade County (no presentation, video replay only) 4. Innovations in access and engagement: Mobile strategies and solutions for health and social programs Nicole Gardner, IBM Global Industry Leader, Government Healthcare and Social Services 5. Person-centered Team-based Care: Adventures Through Space and Time Ronan Rooney, IBM Research, Director of Care Programs Q&A moderated by Farhana Alarakhiya, IBM Director, Smarter Care
  • 4. © 2014 IBM Corporation Ronan Rooney Director, Programs of Care, IBM Research #ibmhsps14 Person-centered, Team-based Care Adventures in Time and Space
  • 6. 6 The Challenge: Improve the lives of our vulnerable populations while lowering the unsustainable growth in cost to care for them Slide 10, http://www.hfma.org/anihandouts/xtbce9adrpp1/A03.pdfSource: Commercial Sample – MarketScan Commercial claims data; Medicare Sample – Medicare 5% sample.
  • 7. 7 ... If data is considered oxygen for super-utilizer programs, the care management team and its interventions are considered the “secret sauce” … ... Invest heavily in “boots on the ground”
  • 8. 8 The Need for a New Approach Australian Social Work Volume 22, Issue 4, December, 1969 “Lack of coordination in the social welfare field has commonly presented communities with major problems… …ineffectual use of already available resources, or, in services for maltreated children, further injury or even death to the child.” Care Network
  • 9. 9 Key Objectives – Improve The Efficacy Of Care How do the planned interventions improve the quality of care and care goals? What are the estimated and actual costs for different planning and delivery options? How appropriate is the execution of the plan for the citizen, their family Experience and the care team? Cost Effectiveness Efficacy of Care Planning Delivery
  • 10. 10 Reimaging - Person-centered, Team-based Care Chris ! Wheelchair ! Sandra cannot take day off 7:00 9:00 12:30 14:00 18:00 21:00 Dressing Meals Get up/Go to bed Medication S-Dressing up S-Breakfast S-Getting up S-Medication T-Medication M-Medication T-Medication M-Lunch S-Medication S-Dinner Responsibility Sandra Teresa Mary Teresa Sandra + Chris WEEKDAYS Foreseen Anomaly Urgent Emergency 1.2 Doctor’s appointment 10:30, 5KM away 1.1 Sandra on vacation, Chris on Business trip Teresa needs support, Sandra and Chris need updates that are non-intrusive for Teresa 3. The night before, Sandra falls ill is unreacheable. Chris on Business trip. 4. Teresa falls and gets injured 2. Teresa deviates from typical route Teresa needs support from the Safety Net to get assistance in going to the doctor Teresa goes to the weekly seniors’ club meeting Using GPS sensor, detect deviation from typical route Subtle Notification for Teresa Sandra Teresa Panics Teresa Dismisses message Teresa Changes Course Teresa Late Notify Chris MDT Teresa could be in trouble. Early intervention either through relatives or through safety net MDT MDT MDT MDT MDT The family is in need of help. The primary caretaker has fallen ill, a new person will need to be found on short notice to get through the day FALL! Sandra Teresa Mary Chris MDT Alfred Sandra Once the fall is detected, a neighbour (with a key) is notified to go over. He waits for the emergency services. Family is notified. MDT Alfred
  • 11. 11 Holistic Adaptive Multi-disciplinary Understanding, adapting and responding to the Citizen, environment, the context, the situation and the team Enabling the multidisciplinary team to be more effective and efficient across the Planning and Delivery phases Inclusive understanding of the client, their social network, and their engagement with the care network Person-centered Design Principles
  • 12. 12 Planning Optimization Social Context Inherent complexity across needs, services, providers and the connections between them BioPsychoSocial Reference Model Biological Psychological Social Safety Network Vulnerability Index Find temporary foster care placement and child care options for Sandra’s two children that are near her employer, her mom’s house and with easy access to their two schools
  • 13. 13 Planning Optimization Social Context Inherent complexity across needs, services, providers and the connections between them BioPsychoSocial Reference Model Biological Psychological Social Safety Network Vulnerability Index Find temporary foster care placement and child care options for Sandra’s two children that are near her employer, her mom’s house and with easy access to their two schools
  • 14. 14 Planning Optimization Social Context Inherent complexity across needs, services, providers and the connections between them BioPsychoSocial Reference Model Biological Psychological Social Safety Network Vulnerability Index Find temporary foster care placement and child care options for Sandra’s two children that are near her employer, her mom’s house and with easy access to their two schools
  • 15. 15 Delivery Optimization – Micro-Planning - Adventures in Time and Space Social Context Time Care Team Inherent complexity across needs, services, providers and the connections between them Safety Network Transportation Location
  • 16. 16 Delivery Optimization – Micro-Planning - Adventures in Time and Space Social Context Time Care Team Inherent complexity across needs, services, providers and the connections between them Safety Network Transportation Location Find the closest care worker to Teresa that has free time from 11 to 12. Which family member is available to come and chat with Teresa at the hospital?
  • 17. 17 Delivery Optimization – Micro-Planning - Adventures in Time and Space
  • 18. 18 Delivery Optimization – Micro-Planning - Adventures in Time and Space • No food ahead of 10:30 appointment • Check in with secretary on arrival Hospital Information:
  • 19. 19 Key Benefits Improved Care Experience Optimized Care Planning More Time with Clients Location, Temporal, Transportation and Care Network analytics evaluate service delivery options to enable Care Teams to develop efficacious care plans Real-time analytics deliver prioritized, accurate and situation-aware information to Care Teams so that they can spend more time with their clients and make better informed decisions A suite of IBM MobileFirst apps deliver a transformative and person-centered user experience for the Client, the Family and the Care Team
  • 20. 20 Business Process Model IDENTIFY ASSESS RESPOND MANAGE MEASURE
  • 21. End of Day 1 General Session