WebFOCUS 8 Portal Delivers Improved Business …€¦ · Payor Data Physician Practice Data ......

WebFOCUS 8 Portal Delivers Improved Business Analytics for St. Luke’s University Health Network

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Presented By:Andrew Ivankovits, Clinical Analyst, St. Luke’s University Health NetworkRoger Panfil, President, RDC Business Solutions

WF8 Delivers Improved Business Analytics for SLUHN

Andrew IvankovitsAndrew has worked for the past year as a Clinical Analyst at St. Luke’s hospital. Over the past year Andrew has been one of the lead developers for the Web Focus 8 portal at St. Luke’s and has influenced every aspect of the WebFOCUSapplication. Andrew holds a B.S. in Marketing and is a recent graduate of DeSales University.

Roger PanfilPresident of RDC Business Solutions (“RDC Biz”) and has over 30 years of experience in the development, marketing, sale, and delivery of software and software-based solutions, with much of that experience involving technologies from Information Builders, Inc. During his 10 years of employment with Information Builders, Mr. Panfil delivered multiple products to market, culminating his career with IBI as VP of Product Marketing for iWay Software. Mr. Panfil has a degree in MIS from IUP, and attended University of Pennsylvania's Wharton Evening School.

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Speaker Biographies

St. Luke’s University Health Network

St. Luke’s University Health Network(St. Luke’s | SLUHN) is headquartered in Bethlehem, Pennsylvania

A network of 6 area hospitals servicing eight counties in PA and NJ including over 200 outpatient facilities and family practices.

In fiscal year 2015, the network saw over 61,000 admissions and over 229,000 emergence room visits.

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Organization Overview

Employs over 10,000 workers – the region’s 2nd largest employer

Recipient of the Truven Top 100 Hospitals for the second year in a row.

Analytics Before WebFOCUS

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Existing data warehouse and analytics system was discontinued

The decision to switch to EPIC was already made, and the existing system was unable to sync with EPIC

Needed a platform to deliver Balanced Scorecards (BSC) in a portal format for 700+ managers and admins

Unable to merge data sources in previous system

System was slow for end users

Limited in terms of predictive analytics

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Business Drivers – Environmental and System


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Previous BSC Format

St. Luke’s Data Architecture

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Data Warehouse Architecture

Hospital Data

VNA, Rehab & LTC Data

Patient Collected

Data

PayorData

Physician Practice Data

Data Management Tools(Data Integration, Master Data

Management & Data Quality)

Enterprise Data

Warehouse

Data Sources Network-wide Analytics Processes

Supported

Care Management

Service Line Management

Clinical Integration

TargetedMarketing

Quality

NetworkDevelopment

Market & Consumer Data

Business Intelligence Tools• Dashboards

• Predictive Models

• Geo-maps

• Statistics

GreenPlum Data Appliance

Project Management Approach

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Replicate Balanced Scorecard Format in a short period of time

Reduce time end users spent looking for data

Need for a vehicle to deliver more complex analytics in an html format

Need for a system that was able to interact with various data sources and combine metrics in the same portal

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Defining Needs


Deliverable: Create a portal-based application that is able to reproduce the existing Balanced Scorecards grid from data in App Studio for various hospital service lines for 700+ users with drill capabilities in a friendly and intuitive Web-browser interface.

Scorecard portals broken out by campus.

A network rollup of metrics for all 6 campuses within the service line.

Conditional formatting for above and below achievement thresholds.

Drill capable metrics that allow for patient level detail.

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Project Scope


Buy vs. Build

Covered 70% of requirements

Project was a direct conversion – little design work involved

Builders took formal Web Focus training post purchase

Remaining 30% was covered by St. Luke’s developers and assistance from the vendor.

Rapid implementation

12 week turnaround time

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WebFOCUS 8 Implementation

Portal Accelerator

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Configure, Don’t Build, Your WebFOCUS BI Portal


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QuikMetrix is a truly configurable WebFOCUS 8 portal accelerator (or template) that delivers a fully functional business intelligence

application for display, charting and drilling of metrics/measures/key performance indicators (KPI’s) in a matter of weeks without requiring

any application development . . . and without breaking the bank.


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QuikMetrix: Three Auto-Generated Page Types - InfoApp Launch Page


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QuikMetrix: Three Auto-Generated Page Types – KPI Summary Page


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QuikMetrix: Three Auto-Generated Page Types – Charting Page(s)


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Don’t Build It . . . Configure It!!

Branding (Client logo and colors)

Add tabs & change charting page layouts via WF Portal Builder

Specify dimensions and dimension-levels via metadata

Define the metrics & their queries

Set the metric attributes (chart types, trend, budget, health indicator, etc.) via metadata

Add Users

Test & Deploy . . .

Then repeat!!


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Participate in a Collaborative Application Community

Email your enhancement suggestions. Selected features are worked into the code-base with each new client implementation.

The QuikMetrix code-base gets better and better with each client’s input!

New versions of the code-base are posted to the QuikMetrix cloud repository after each client install.

Download from the cloud and upgrade your QuikMetrix InfoApps yourself, or contract IBI/RDC to perform the upgrade.

Each QuikMetrix client gets a free one-year subscription to Basecamp for code-base downloads (small “for-fee” annual subscription thereafter).


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Removing Barriers

Eliminate the barriers of movinginto the world of WebFOCUSPortal:

Time to deliver

Cost of development

Skill required to build it

Solution Features:

Auto-aggregate data mart

Bulk Export to PDF or Excel

Saved parms for each User

Built in drills

Deploy as many InfoAppsand measures as you please

Responsive design

More . . .

Demonstration

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MS Excel-Based Configuration

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kpi_box_header Mimics a SQL query. Defines all metrics within a portal Contains the table name, field name, where statements, and computes metrics

targets Establishes the targets for each metric on all portals Creates conditional formatting

in_portal Defines names for each portal

app_control_detail Controls the date range displayed in portal

kpi_box_values Activates metrics for publication

portal_kpi_box_crosswalk Assigns metric ID numbers to specific portals

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Excel Files Needed to Create a Portal with WebFOCUS 8 Accelerator


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in_portal file

Portal name as it appears in the portal

Portal name as defined in

the portal editor

Short description

of portal

Designates category and activates portal


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kpi_box_values file

Unique Metric ID Metric format must match

kpi_box_headerMetrics must be

active


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kpi_box_header file

Unique value which designates a metric in

the system

Table nameCalls drill report from WebFocus

Metric format

Indicates sum or average

Computes for metrics with any type of

calculation

Field pulled from table

Facility field from table

Date field from table

Where statement


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targets file

Must match ID in kpi_box_header

Indicates point at which cell turns red

Indicates point at which cell turns green

Indicates weather the goal is to be

above or below the target

Fiscal year

Indicates the format for target,

either Constant or

Monthly

Target value

Identifies Fixed vs. Variable targets

Allows for fiscal month rolling view

Controls Target Controls Conditional Formatting

The Finished Product

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Insights Portal Home


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New Balanced Scorecard Format


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Drill Capabilities

Totals match the value drilled into from the scorecard for quick

validation

The Name, Location, and Date of each drill down procedure have

been customized to pull from the

kpi_box_header

Where statements from kpi_box_header file are

passed into drills

Wrap Up

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Met targets for improvement!

IBI’s ability to extend their consulting offering with a partner like RDC

Very strong commitment to the project’s end-goal and the newly acquired WF technology by FHCRC FMIS, IT and User teams

User community has accepted and is using the new technology

Post-implementation support requirements have been minimal

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Key Project Success Factors


Build vs. Buy

Knowledge of data and computational elements

Implementation challenges post build

Building drills

New User customizations

Underestimated overall size and scale of project

Server administration

Server goes down at importune times

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Project Challenges


Ability to meet all targets for improvement (business requirements) in demonstrations

Excellent support from local IBI branch staff

IBI’s commitment to continually improving the WF product

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Key WebFOCUS Purchase Factors

Q & A

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Andrew Ivankovits: 484-526-6383 (O) | [email protected]

Roger Panfil: 267-625-6336 (M) | [email protected]

Cycling the Portals

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Copy and Paste kpi_header into App Studio

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Refreshing The Portals in WebFOCUS 8

Step 2

Run Complete Cycle (steps 1-10)

Step 1

Launch Load

Tips and Tricks

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app_control_detail file

Activates date

controls

Creates a unique name for rolling

date view

Designates date

Tab names must match file name


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portal_kpi_box_crosswalk file

Identifies the portal that the

metric is associated with

Must match ID in kpi_box_header


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Metric ID Naming Convention

Metric ID’s are 5 digits long

Metrics ending in 0 are Actual metrics (parent metrics)

Metrics ending in 1-9 are Sub Metrics (child metrics)

First 2 digits indicate a specific portal series

Color code the rows in your kpi_box_header file to indicate the difference between Actual and Sub metrics


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Computing Metrics

Actual (parent) metrics built on Sub metrics should be calculated in the kpi_box_header

Example:C = (A / B)*100

Build metrics A and B separately, then build metric C with a compute statement

C

A

B


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Holding Metrics in WebFOCUS

Two options exist for controlling the publication of metrics:

kpi_box_is_active

kpi_box_is_display If is_active = 1, WebFOCUS reads the metric

If is_active = 0, WebFOCUS skips the metric If is_display = 1, WebFOCUS displays the

metric

If is_diaplay = 0, WebFOCUS hides the metric

It is recommended to activate sub metrics, but hide them in the portals

WebFOCUS 8 Portal Delivers Improved Business …€¦ · Payor Data Physician Practice Data ......

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