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© 2014 IBM Corporation
A New Way
CIN-5215: Blue Shield of CA Revolutionizes Its
Portal Environment on IBM PureApplication
System
Tony Hsieh- BlueShield of California
Doug McCulloh – Perficient
Stacy Ness - IBM
Speakers:
A New Way
Please Note
IBM’s statements regarding its plans, directions, and intent are subject to change
or withdrawal without notice at IBM’s sole discretion.
Information regarding potential future products is intended to outline our general
product direction and it should not be relied on in making a purchasing decision.
The information mentioned regarding potential future products is not a
commitment, promise, or legal obligation to deliver any material, code or
functionality. Information about potential future products may not be incorporated
into any contract. The development, release, and timing of any future features or
functionality described for our products remains at our sole discretion.
Performance is based on measurements and projections using standard IBM
benchmarks in a controlled environment. The actual throughput or performance
that any user will experience will vary depending upon many factors, including
considerations such as the amount of multiprogramming in the user’s job stream,
the I/O configuration, the storage configuration, and the workload processed.
Therefore, no assurance can be given that an individual user will achieve results
similar to those stated here.
A New Way
A New Way
Blue Shield of California, an independent member of the Blue Shield
Association, is a not-for-profit health plan dedicated to providing
Californians with access to high-quality health care at an
affordable price. With over 3 million members and 5,000
employees, they are one of the largest healthcare providers in CA.
Starting in 2014, the Affordable Care Act (ACA) will fundamentally change the
healthcare insurance market. Motivated by the ACA requirements and participation in
"Covered California" Healthcare Insurance Exchange, Blue Shield of California
needed to create an exceptional web experience for their Members, Providers,
Producers and Employees. With Open Enrollment beginning in the Fall, their new
Member Portal needs to be ready by October 1st. Blue Shield anticipates much
higher activity on their website as a result of the Exchange given that California will
be one of, if not the, country's largest state-run Exchanges; and Blue Shield is a key
heath plan participant.
Blue Shield of California
A New Way
Challenges
Blue Shield of California team’s Needs and/or Challenges:
•  Had non-converged, standalone, legacy mid-range infrastructure
•  Applications pattern & topologies were inconsistent in some cases non-existent.
•  Manual provisioning of a new application environment – building a legacy environment –
took up to 4 months
•  It is labor intensive, time consuming, and costly.
•  Capacity/performance scaling requests took weeks
•  Difficult to build an environment; too many pieces to put in place
•  To stand up a new environment required staff from a number of different organizations in
IT, as patterns weren’t centralized
•  It is labor intensive, time consuming, and costly.
•  Procurement of separate WAS and DB2 software licensing added time to deploy, as well
as additional expense
•  License tracking of IBM software presented challenges
A New Way
Why Blue Shield of California Decided on PureApp
•  End to end patterns that include infrastructure and software, including some shared services
•  Consistent patterns, builds and time to build.
•  Consistent method of customizations to an environment
Customizable patterns are an available option
•  Able to spin up different environments for different purposes
•  Well suited for agile development
•  Shared services save on time to deploy/implement
•  When we build a pattern now, it has the shared service automatically built into the pattern,
allowing us to have a consistent implementation of the services (monitoring, application
caching, OS patching)
•  Following best practices application topology
•  Virtual dynamic scaling capability is much easier
•  Single pane of glass for entire platform
•  Centralized logging features
•  Cost savings due to shorter deployment times
•  Fewer resources or handoffs to build
•  Easier to do licensing, as are keeping track internally in the tool (unlimited application and database
(DB2) licensing)
6
A New Way
Why Blue Shield of California Decided on PureApp
"   Time Savings thru avoided design, procurement, installation,
configuration activities
"   Simplicity beginning w/ ordering process, culminating in system
arriving ready to plug in
"   Portal Pattern delivering expertise reduced development timeline
"   Single support number delivers simplicity in obtaining help
"   Strategic solution enabling instantaneous adoption of cloud
principles for competitive advantage
7
A new vocabulary: Hours instead of weeks.
A New Way
A national IT & Business consulting
firm, with expert teams focused on
helping our clients implement
compelling, useful customer
experiences.
• 
• Fast Facts:
• Founded 1997
• $500 MM+ in annualized revenues
• 26 locations in North America
• Offshore in Europe, China and India
• 2600 + employees
• 80% of revenue from recurring
clients
• Served 550+ clients in past 12
months
8
A New Way
Award Winning – Trusted IBM Premier Partner
IBM Premier BP for 17 years
• Industry Focused & Authorized:
•  Healthcare, Financial Services & Retail
• IBM Capability Authorized
•  Smarter Commerce, Business Analytics, ECM,
Healthcare IM Data Governance
Award Winning Solutions:
• 2015 BEACON Award - Health Analytics Gateway
• 2014 Innovation Pure and Simple Collaboration Solution
• 2014 Exceptional Digital Experience Portal Partner of the year
• 2013 System Integration Partner of the Year
• 2012 Information Management Integration Excellence Award
• 2012 Healthcare Integration Excellence Award
• 2011 Business Analytics Achievement Award
• 2011, 2008, 2006 WebSphere Portal Distinguished Partner
(sole North American recipient and first-ever three-time winner)
A New Way
Blue Shield’s Solution
"  Consumerism of HealthCare
"  Trends and Market Reality
"  Needs for Creating a Unique Member Experience
"  Business Drivers
"  Perficient’s Connected Health Expertise
"  Ranked by HealthCare
"  Connected Health, Integrated Health & Health Analytics
"  Perficient’s Portal Expertise
"  850 Portal Deployments
A New Way
BlueShield of California Solution
"  Member Portal Rebuild leveraging the WebSphere Portal Pattern
"  Modifications of the Pattern for BlueShield CA
"  WODM Pattern for Claims Processing – Best Practices
"  Creation - deployment of the Rules for Claims
"  Message Broker Patterns
"  DataPower Patterns (Virtual Systems)
"  Development of Custom Pattern for KONY Mobile Solutions
"  Pattern Version Deployment
"  Lifecycle Management
"  Script Packages for Patterns Customization
"  HADR (Highly Available Data Replication)
"  DB2 Hardening Scripting to BSC Standards
A New Way
What should your cloud do
for you?
© 2013 IBM Corporation13
Why Do You Want to use Cloud?
1.  Respond faster to customer requests: Be more agile!
2.  Eliminate errors associated w/ manual work: Standardize!
3.  Save time to do more of your TODO list: Be productive!
4.  Save money: Save money!
5.  Remove process/people bottlenecks: Automate everything!
1
2
3
4
5
© 2013 IBM Corporation14
What Should Your Cloud Do For You?
User logs in
•  Who is this user?
•  Only show resources user has
permission to see/use
User requests deployment
•  Do we have enough SW licenses?
•  Where should we put these VMs?
•  Let’s create the VMs
1. Create storage LUNs
2. Use correct VLAN
3. Provision IP addresses
4. Create golden OS base
5. Install & configure middleware
6. Install & configure app
7. Manage elasticity
Your cloud should let you forget about everything except your application.
Administrator needs information
•  How much resource is my App ABC dev
team using?
•  How much money should I charge them?
•  How much capacity will I need next month?
Administrator needs an HA/DR strategy
•  Enable check-box enablement of storage
replication for active/passive DR
•  Extend system management model across
multiple datacenters for active/active HA
•  Allow on-prem management model to reach
seamlessly into public cloud
© 2013 IBM Corporation15
What Do Most “Clouds” Do?
User logs in
•  Who is this user?
•  Only show resources user has
permission to see/use
User requests deployment
•  Do we have enough SW licenses?
•  Where should we put these VMs?
•  Let’s create the VMs
1. Create storage LUNs
2. Use correct VLAN
3. Provision IP addresses
4. Create golden OS base
5. Install & configure middleware
6. Install & configure app
7. Manage elasticity
They deliver “OS as a Service,” and rely on old-fashioned elbow grease for the rest
Administrator needs information
•  How much resource is my App ABC dev
team using?
•  How much money should I charge them?
•  How much capacity will I need next month?
Administrator needs an HA/DR strategy
•  Enable check-box enablement of storage
replication for active/passive DR
•  Extend system management model across
multiple datacenters for active/active HA
•  Allow on-prem management model to reach
seamlessly into public cloud
A New Way
The Portal Pattern
A New Way17
The Experience that we Deliver
A New Way18
The Customer’s First Experience
A New Way
Put another way
19
A New Way
How Does the Portal Pattern Deliver All This Value?
Pre-Installed OS
Elastic
Best Practice
topologies
Pre-Installed/configured
middleware
A New Way
Virtual System Image - Parts
A New Way
Virtual System Pattern – Predefined patterns
Deploys in minutes
A New Way
Virtual System Instance – virtual machines
vms may be treated
as BAU deployment
BUT, we recommend
“patternizing” any
changes
A New Way
Portal Pattern Does ...
"  Drag-and-drop simplicity
for multiple deployment
types
"  Never install/manually
cluster Portal again
"  Customizable via script
packages
Portal Pattern Does
NOT
"  Security configuration
"  Application, Content,
page deployment
"  Application Data
"  HADR on DBs
A New Way
The Results
A New Way
In Summary
Hours vs. Weeks the New Normal
Dependable Pattern Deployment
Ensures Best Practices
Minimize Hand Offs
Partnering with Perficient & IBM A Success Story
A New Way
Questions?
A New Way
We Value Your Feedback
"   Don’t forget to submit your Impact session and speaker
feedback! Your feedback is very important to us – we use it to
continually improve the conference.
"   Use the Conference Mobile App or the online Agenda Builder to
quickly submit your survey
•  Navigate to “Surveys” to see a view of surveys for sessions
you’ve attended
28
A New Way
A New Way
Legal Disclaimer
•  © IBM Corporation 2014. All Rights Reserved.
•  The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in
this publication, it is provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and strategy, which are subject
to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing
contained in this publication is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and
conditions of the applicable license agreement governing the use of IBM software.
•  References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or
capabilities referenced in this presentation may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to
future product or feature availability in any way. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you
will result in any specific sales, revenue growth or other results.
•  If the text contains performance statistics or references to benchmarks, insert the following language; otherwise delete:
Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will
experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user's job stream, the I/O configuration, the storage
configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here.
•  If the text includes any customer examples, please confirm we have prior written approval from such customer and insert the following language; otherwise delete:
All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs
and performance characteristics may vary by customer.
•  Please review text for proper trademark attribution of IBM products. At first use, each product name must be the full name and include appropriate trademark symbols (e.g., IBM Lotus®
Sametime® Unyte™). Subsequent references can drop “IBM” but should include the proper branding (e.g., Lotus Sametime Gateway, or WebSphere Application Server). Please refer
to http://www.ibm.com/legal/copytrade.shtml for guidance on which trademarks require the ® or ™ symbol. Do not use abbreviations for IBM product names in your presentation. All
product names must be used as adjectives rather than nouns. Please list all of the trademarks that you use in your presentation as follows; delete any not included in your presentation.
IBM, the IBM logo, Lotus, Lotus Notes, Notes, Domino, Quickr, Sametime, WebSphere, UC2, PartnerWorld and Lotusphere are trademarks of International Business Machines
Corporation in the United States, other countries, or both. Unyte is a trademark of WebDialogs, Inc., in the United States, other countries, or both.
•  If you reference Adobe® in the text, please mark the first use and include the following; otherwise delete:
Adobe, the Adobe logo, PostScript, and the PostScript logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States, and/or other countries.
•  If you reference Java™ in the text, please mark the first use and include the following; otherwise delete:
Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both.
•  If you reference Microsoft® and/or Windows® in the text, please mark the first use and include the following, as applicable; otherwise delete:
Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both.
•  If you reference Intel® and/or any of the following Intel products in the text, please mark the first use and include those that you use as follows; otherwise delete:
Intel, Intel Centrino, Celeron, Intel Xeon, Intel SpeedStep, Itanium, and Pentium are trademarks or registered trademarks of Intel Corporation or its subsidiaries in the United States and
other countries.
•  If you reference UNIX® in the text, please mark the first use and include the following; otherwise delete:
UNIX is a registered trademark of The Open Group in the United States and other countries.
•  If you reference Linux® in your presentation, please mark the first use and include the following; otherwise delete:
Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both. Other company, product, or service names may be trademarks or service marks of others.
•  If the text/graphics include screenshots, no actual IBM employee names may be used (even your own), if your screenshots include fictitious company names (e.g., Renovations, Zeta
Bank, Acme) please update and insert the following; otherwise delete: All references to [insert fictitious company name] refer to a fictitious company and are used for illustration purposes
only.

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Blue Shield of California: Improving Service and Competitiveness with IBM PureApplication System

  • 1. © 2014 IBM Corporation A New Way CIN-5215: Blue Shield of CA Revolutionizes Its Portal Environment on IBM PureApplication System Tony Hsieh- BlueShield of California Doug McCulloh – Perficient Stacy Ness - IBM Speakers:
  • 2. A New Way Please Note IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM’s sole discretion. Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion. Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user’s job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here.
  • 4. A New Way Blue Shield of California, an independent member of the Blue Shield Association, is a not-for-profit health plan dedicated to providing Californians with access to high-quality health care at an affordable price. With over 3 million members and 5,000 employees, they are one of the largest healthcare providers in CA. Starting in 2014, the Affordable Care Act (ACA) will fundamentally change the healthcare insurance market. Motivated by the ACA requirements and participation in "Covered California" Healthcare Insurance Exchange, Blue Shield of California needed to create an exceptional web experience for their Members, Providers, Producers and Employees. With Open Enrollment beginning in the Fall, their new Member Portal needs to be ready by October 1st. Blue Shield anticipates much higher activity on their website as a result of the Exchange given that California will be one of, if not the, country's largest state-run Exchanges; and Blue Shield is a key heath plan participant. Blue Shield of California
  • 5. A New Way Challenges Blue Shield of California team’s Needs and/or Challenges: •  Had non-converged, standalone, legacy mid-range infrastructure •  Applications pattern & topologies were inconsistent in some cases non-existent. •  Manual provisioning of a new application environment – building a legacy environment – took up to 4 months •  It is labor intensive, time consuming, and costly. •  Capacity/performance scaling requests took weeks •  Difficult to build an environment; too many pieces to put in place •  To stand up a new environment required staff from a number of different organizations in IT, as patterns weren’t centralized •  It is labor intensive, time consuming, and costly. •  Procurement of separate WAS and DB2 software licensing added time to deploy, as well as additional expense •  License tracking of IBM software presented challenges
  • 6. A New Way Why Blue Shield of California Decided on PureApp •  End to end patterns that include infrastructure and software, including some shared services •  Consistent patterns, builds and time to build. •  Consistent method of customizations to an environment Customizable patterns are an available option •  Able to spin up different environments for different purposes •  Well suited for agile development •  Shared services save on time to deploy/implement •  When we build a pattern now, it has the shared service automatically built into the pattern, allowing us to have a consistent implementation of the services (monitoring, application caching, OS patching) •  Following best practices application topology •  Virtual dynamic scaling capability is much easier •  Single pane of glass for entire platform •  Centralized logging features •  Cost savings due to shorter deployment times •  Fewer resources or handoffs to build •  Easier to do licensing, as are keeping track internally in the tool (unlimited application and database (DB2) licensing) 6
  • 7. A New Way Why Blue Shield of California Decided on PureApp "   Time Savings thru avoided design, procurement, installation, configuration activities "   Simplicity beginning w/ ordering process, culminating in system arriving ready to plug in "   Portal Pattern delivering expertise reduced development timeline "   Single support number delivers simplicity in obtaining help "   Strategic solution enabling instantaneous adoption of cloud principles for competitive advantage 7 A new vocabulary: Hours instead of weeks.
  • 8. A New Way A national IT & Business consulting firm, with expert teams focused on helping our clients implement compelling, useful customer experiences. •  • Fast Facts: • Founded 1997 • $500 MM+ in annualized revenues • 26 locations in North America • Offshore in Europe, China and India • 2600 + employees • 80% of revenue from recurring clients • Served 550+ clients in past 12 months 8
  • 9. A New Way Award Winning – Trusted IBM Premier Partner IBM Premier BP for 17 years • Industry Focused & Authorized: •  Healthcare, Financial Services & Retail • IBM Capability Authorized •  Smarter Commerce, Business Analytics, ECM, Healthcare IM Data Governance Award Winning Solutions: • 2015 BEACON Award - Health Analytics Gateway • 2014 Innovation Pure and Simple Collaboration Solution • 2014 Exceptional Digital Experience Portal Partner of the year • 2013 System Integration Partner of the Year • 2012 Information Management Integration Excellence Award • 2012 Healthcare Integration Excellence Award • 2011 Business Analytics Achievement Award • 2011, 2008, 2006 WebSphere Portal Distinguished Partner (sole North American recipient and first-ever three-time winner)
  • 10. A New Way Blue Shield’s Solution "  Consumerism of HealthCare "  Trends and Market Reality "  Needs for Creating a Unique Member Experience "  Business Drivers "  Perficient’s Connected Health Expertise "  Ranked by HealthCare "  Connected Health, Integrated Health & Health Analytics "  Perficient’s Portal Expertise "  850 Portal Deployments
  • 11. A New Way BlueShield of California Solution "  Member Portal Rebuild leveraging the WebSphere Portal Pattern "  Modifications of the Pattern for BlueShield CA "  WODM Pattern for Claims Processing – Best Practices "  Creation - deployment of the Rules for Claims "  Message Broker Patterns "  DataPower Patterns (Virtual Systems) "  Development of Custom Pattern for KONY Mobile Solutions "  Pattern Version Deployment "  Lifecycle Management "  Script Packages for Patterns Customization "  HADR (Highly Available Data Replication) "  DB2 Hardening Scripting to BSC Standards
  • 12. A New Way What should your cloud do for you?
  • 13. © 2013 IBM Corporation13 Why Do You Want to use Cloud? 1.  Respond faster to customer requests: Be more agile! 2.  Eliminate errors associated w/ manual work: Standardize! 3.  Save time to do more of your TODO list: Be productive! 4.  Save money: Save money! 5.  Remove process/people bottlenecks: Automate everything! 1 2 3 4 5
  • 14. © 2013 IBM Corporation14 What Should Your Cloud Do For You? User logs in •  Who is this user? •  Only show resources user has permission to see/use User requests deployment •  Do we have enough SW licenses? •  Where should we put these VMs? •  Let’s create the VMs 1. Create storage LUNs 2. Use correct VLAN 3. Provision IP addresses 4. Create golden OS base 5. Install & configure middleware 6. Install & configure app 7. Manage elasticity Your cloud should let you forget about everything except your application. Administrator needs information •  How much resource is my App ABC dev team using? •  How much money should I charge them? •  How much capacity will I need next month? Administrator needs an HA/DR strategy •  Enable check-box enablement of storage replication for active/passive DR •  Extend system management model across multiple datacenters for active/active HA •  Allow on-prem management model to reach seamlessly into public cloud
  • 15. © 2013 IBM Corporation15 What Do Most “Clouds” Do? User logs in •  Who is this user? •  Only show resources user has permission to see/use User requests deployment •  Do we have enough SW licenses? •  Where should we put these VMs? •  Let’s create the VMs 1. Create storage LUNs 2. Use correct VLAN 3. Provision IP addresses 4. Create golden OS base 5. Install & configure middleware 6. Install & configure app 7. Manage elasticity They deliver “OS as a Service,” and rely on old-fashioned elbow grease for the rest Administrator needs information •  How much resource is my App ABC dev team using? •  How much money should I charge them? •  How much capacity will I need next month? Administrator needs an HA/DR strategy •  Enable check-box enablement of storage replication for active/passive DR •  Extend system management model across multiple datacenters for active/active HA •  Allow on-prem management model to reach seamlessly into public cloud
  • 16. A New Way The Portal Pattern
  • 17. A New Way17 The Experience that we Deliver
  • 18. A New Way18 The Customer’s First Experience
  • 19. A New Way Put another way 19
  • 20. A New Way How Does the Portal Pattern Deliver All This Value? Pre-Installed OS Elastic Best Practice topologies Pre-Installed/configured middleware
  • 21. A New Way Virtual System Image - Parts
  • 22. A New Way Virtual System Pattern – Predefined patterns Deploys in minutes
  • 23. A New Way Virtual System Instance – virtual machines vms may be treated as BAU deployment BUT, we recommend “patternizing” any changes
  • 24. A New Way Portal Pattern Does ... "  Drag-and-drop simplicity for multiple deployment types "  Never install/manually cluster Portal again "  Customizable via script packages Portal Pattern Does NOT "  Security configuration "  Application, Content, page deployment "  Application Data "  HADR on DBs
  • 25. A New Way The Results
  • 26. A New Way In Summary Hours vs. Weeks the New Normal Dependable Pattern Deployment Ensures Best Practices Minimize Hand Offs Partnering with Perficient & IBM A Success Story
  • 28. A New Way We Value Your Feedback "   Don’t forget to submit your Impact session and speaker feedback! Your feedback is very important to us – we use it to continually improve the conference. "   Use the Conference Mobile App or the online Agenda Builder to quickly submit your survey •  Navigate to “Surveys” to see a view of surveys for sessions you’ve attended 28
  • 30. A New Way Legal Disclaimer •  © IBM Corporation 2014. All Rights Reserved. •  The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication, it is provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. 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