Description
Business Case for Business Intelligence
Confidential
Business Case for Business Intelligence
Brendan McGuire, Managing Partner
Waypoint Consulting
484-947-6967
[email protected]
Carol Muirhead, Senior Informatics Project Specialist
PinnacleHealth
Confidential Confidential
Presenters
Brendan McGuire
– Managing Partner of Waypoint Consulting (2012 Philly 100 company)
– 15 years experience working in the Data Warehouse, Business Intelligence
and Financial Performance Management space
– Clients include large and mid sized companies in the mid-Atlantic region
Carol Muirhead
– Senior Informatics Project Specialist at PinnacleHealth, Harrisburg, PA –
600+ bed community hospital
– 3 Years experience with Business Intelligence
– 7 Years Healthcare Systems Implementation and Data Analysis
– 30 years technical background including networking and problem
management
Confidential Confidential
Build the Business Case for Business Intelligence
• Identify key decisions that are not currently supported with data
• Outline the quantifiable and non-quantifiable benefits
• Understand the full BI program and create a plan
• Start small with engaged internal customer
• Communicate to set expectations
Confidential Confidential
Questions we hope to answer this morning….
• What is Business Intelligence?
• What is the business case ($) for BI?
• What are the steps along the BI implementation journey?
• Where do you start?
• Case Study – PinnacleHealth
Confidential Confidential
What is Business Intelligence?
Confidential
What is BI and What are the Benefits?
Business Intelligence helps companies unleash the power of information in
their data. The power to explain the past and predict the future. The power
to make better informed decisions – at all levels of the enterprise, making the
business perform better.
Benefits:
• Information – not just Data.
• Better information, Faster information, Actionable Information
Confidential Confidential
Business Intelligence Maturity Model
In attempting to achieve the benefits of a business intelligence solution,
each organization matures as per the hierarchy shown below:
BI Organizational Maturity Progress Steps:
Excel and Manual Reporting
Transactional Application Reporting
Data Warehousing, ETL, Reports
Enterprise
Business Intelligence
Scorecards and
Dashboards (Mobile)
Predictive
Analysis
Business
Intelligence
Solution
Most mid-sized companies, from both
functional and technical
perspectives, cover a portion of the
first two levels as shown below:
Confidential Confidential
What does a BI Implementation look like?
Database
Source
System
Dashboards
Ops HR Metrics
Interactive Reporting
Alerts & Notifications
A Simple BI Implementation
Step 1:
Move the data
Step 2:
Model the data
Step 3:
Create Reports
& Dashboards
Confidential Confidential
What does a BI Implementation look like? Page 2
Database 2
Dashboards
Ops HR Metrics
Interactive Reporting
Alerts & Notifications
A More Complex BI Implementation Example
Step 1:
Move More data
Step 2:
Model More data
Step 3:
Create More Reports
& Dashboards
Ops HR Metrics
Database 1
Confidential Confidential
What does a BI implementation look like? Page 3
DB
Dashboards Op
s
HR
Me
tric
s
Reports
Alerts
Important Transitions within each Step
Step 1:
Move the data
Step 2:
Model the data
Step 3:
Create Reports
& Dashboards
Data Moves from the
source system to a
dedicated DB.
This is also referred to
as ETL: Extract,
Transform, & Load
Subject
Area 1
Data is modeled into
Subject Areas
A departmental or
business function
viewpoint is used to
create Dashboards,
etc from Subject Areas
SA 2
Note: A Subject Area is a high-level classification of data representing a group of concepts pertaining
to a major topic of interest to an organization
Confidential Confidential
What is the Magic of BI?
Source
System
Dashboards
Reports
Alerts
The Data Model !!!
Source
System
DB
Step 1:
Move the data
Step 2:
Model the data
Step 3:
Create Reports
& Dashboards
Data Model
Subject
Area 1
SA 2
• To Get Answers
– Without asking IT
– Without becoming a Programmer
• To working interactively with data
– So insights are gained
– So action can be taken
A Quality Data Model is the Key To Empowering Business Users:
Confidential Confidential
Value of Business Intelligence
• Leverage information as an asset
• Create a single version of the truth (eg. headcount)
• Eliminate manually intensive data gathering and reporting (eg.
Excel)
• Provide relevant, accurate and timely information to the business
end users
• Streamline processes (eg. Financial planning & forecasting)
• Identify areas of opportunity and for improvement
Confidential Confidential
Trends in BI – CIO Magazine and Our Experience
• Small to mid-sized businesses
– Both Successful and companies in recession can find strategic value in BI
– Every company collects data today
• Mobile Business Intelligence
– iPad or other tablets
– Smart phones
• Predictive Analytics - analyze current and historical facts to
make predictions about future events (eg. SPSS)
– MIT study in 2011 found that organizations using analytics are twice as
likely to outperform their competitive peers
• BI in the Cloud
• Shorter, more focused implementations
• Big Data
– Structured and unstructured data
– External data
Confidential Confidential
What is the business case ($) for BI?
Confidential Confidential
Measuring the Benefits of BI is challenging
• Much more challenging than measuring the costs
• Many are non-financial and non-quantifiable benefits (tangible)
– Improved quality
– Timeliness of information
– Customer satisfaction
– New market opportunities
– “Is the increase in sales a result of BI insight?”
– “What is the value of a Manager producing a report or analyzing
information himself by asking questions of the data?”
• Simply time saving?
• Strategic insight value?
• Bottom line: If questions are not being answered easily then you are
at a strategic disadvantage.
Confidential Confidential
Costs of BI
• Hardware
• Other fixed assets
• Software
• Data sources
• Implementation (consulting and full time employees)
• Support
Confidential Confidential
Quantifiable Benefits
Departmental
– Days or hours saved automating a reporting process
– Cost savings from more efficient access to data
• Data merged from disparate sources
– Shorter budget cycles and reduced effort in producing and managing
budgets
• Financial Performance Management (FPM) typically funded by CFO
Confidential Confidential
Quantifiable Benefits
IT Related
– Savings from turning off a legacy system
– Reduced support costs by consolidating skill sets
– Savings in online transaction processing application hardware by off-
loading reporting to a dedicated environment
– OLTP report development costs
– OLTP performance improvements
– Rationalization/review of existing reports
– Delivers a landscape for future projects
Confidential Confidential
Quantifiable Benefits of BI
Organizational
– Global visibility of supplier spend allows better deals to be
negotiated
– Identifying areas of inefficiency within the organization
– Stock levels
– Unpaid invoices
– Duplicate invoices
– Failure to secure discounts from suppliers
Confidential Confidential
Indirect Quantifiable Benefits
Departmental
– Ability to benchmark against industry standards
– Able to meet own information needs
– Improved process adherence
IT-Related
– Better service of customers (i.e., the business), faster report
development turnarounds
– Alignment to long-term IT strategy
Organizational
– Improved customer service resulting in better sales
– Reduced audit costs as information is managed and access is
controlled
Confidential Confidential
Business Intelligence High Level
What are the steps along the BI
implementation journey?
Confidential Confidential
Data Architecture
ETL
Planning
BI is much more than just software…
Strategy
Assessment
Management Deliverables
Awareness
Strategy, Preparations and Planning
Migration / Integration
Design Requirements
BI Requirements
Determine What To Build
Data Modeling
Technology
BI Software
Software Solutions Using Software Platforms
BI Tool
Confidential Confidential
Where do you start?
Roadmap Process
Confidential Confidential
Roadmap - Deliverable
Objectives
1. Conduct the interviews
2. Assess the productivity increases (How much time and $ are saved
vs. today?)
3. Identify the new functionality to be provided
4. Identify the benefits
5. Calculate the Return on Investment
6. Create the Work Breakdown Structure
– “Now” tasks
– Schedule of tasks based on priority
7. Present and Get Buy-In
Confidential Confidential
Case Study
PinnacleHealth
Confidential Confidential
PinnacleHealth (Case Study) – BI History
• Reporting requirements grew significantly
• Some areas did not have management level reporting
• Data existed across multiple systems
• Multiple reports using multiple tools running reports off
different systems
• Multiple passwords for accessing these systems
• Inability to do integration or trust reports because different
answer depending on who created and ran the report
• Desire to tell a story with the data – more graphical and
interactive
Confidential Confidential
Catalyst and Preparation for BI Initiative
• CIO was the champion
• Goal was a single version of the truth
• Complaints from business about information accessibility
• Spent two years to get budget approved
• Carol Muirhead asked to Project Lead the planning and vendor
selection process
Confidential Confidential
Strategy
PinnacleHealth Process
Planning
Assessment
Awareness
• Spent two months understanding the
marketplace and product capabilities
• Created short list of products
• Created a core group from data driven areas:
Finance, Performance Improvement-Clinical, HR
and Nursing
• Identified Issues/Pain Points That Exist
• Evaluated 4 BI tools and selected Cognos
• Engaged Waypoint to assist in Roadmap
• Roadmap created vision and strategy
• Communicated the strategy and deployment
to business leaders – received buy-in
• Outlined Plans for delivery of “usable” content
• Documenting your BI Roadmap
• Creating Detailed Project Plans
• Conducted Roadmap Review with Stakeholders
Confidential
Pinnacle’s BI Implementation – The Data
DSS
Data from some systems needed to be moved.
Data from some systems could be accessed in place.
DSS was leveraged and accessed in place.
New Data
Warehouse
Step 1:
Move the data
Step 2:
Model the data
Diagnostic
Services
4 Systems
NextGen
Pharmacy
/ MAC
OHM
3M
(SoftMed)
ORSOS
PeopleSoft
Tele-
Tracker
Blackbaud
Kaufman
Hall
Picis
EHS
Invision /
Sorian
Pat Mgmt.
Invision /
Sorian
Fin
Cost Acct
Mgr.
Partial
Soarian
Clinical
Signature
PeopleSoft
GL
Partial
PeopleSoft
HR
Partial
ORSOS
PLM
3M
(SoftMed)
Partial
This Data is already in DSS
Kronos
This Data is to be Directly Accessed
Confidential Confidential
Pinnacle’s BI Implementation – The Modeling
Dashboards
Ops HR Metrics
Interactive Reporting
Alerts & Notifications
Significant Data Modeling was developed to create the below list of Subject Areas
Step 2:
Model the data
Step 3:
Create Reports
& Dashboards
Intervention
AP
Encounter
Claims
Property
Order
Chief
Complaint
Inventory
Treatment
Patient
Financials
Party
Facility
Observation
Patient
History
Facility
Note: A Subject Area is a high-level classification of data representing a group of concepts pertaining
to a major topic of interest to an organization
Confidential Confidential
Pinnacle’s BI Implementation – The Dashboards & Reports
Dashboards
Ops HR Metrics
Interactive
Reporting
Alerts
Some Dashboards will be used system-wide. Others will reference a Department’s
unique mix of subject areas for their needs.
Step 2:
Model the data
Step 3:
Create Reports
& Dashboards
PPN
Patient
Locations/
Provider
Group
AR
Charges
Denials
Payers
Providers
Confidential Confidential
Pinnacle’s BI Implementation – The Dashboards & Reports
Dashboards
Ops HR Metrics
Interactive
Reporting
Alerts
Step 2:
Model the data
Step 3:
Create Reports
& Dashboards
PPN
Dashboards
Ops HR Metrics
Interactive
Reporting
Alerts
Patient
Satisfaction
Some Dashboards are used system-wide. Others referenced a Department’s
unique mix of subject areas for their needs.
Patient
Locations/
Provider
Group
AR
Charges
Denials
Payers
Providers
Security
Types
Results
Confidential Confidential
Pinnacle’s BI Implementation – The Dashboards & Reports
Dashboards
Ops HR Metrics
Interactive
Reporting
Alerts
Step 2:
Model the data
Step 3:
Create Reports
& Dashboards
PPN
Dashboards
Ops HR Metrics
Interactive
Reporting
Alerts
Dashboards
Ops HR Metrics
Interactive
Reporting
Alerts
Nursing
…..
Some Dashboards will be used system-wide. Others will reference a Department’s
unique mix of subject areas for their needs.
Patient
Locations/
Provider
Group
AR
Charges
Denials
Payers
Providers
Security
Types
Results
Risk
Confidential Confidential
Lessons Learned
• Set appropriate expectations through a communicated plan/Roadmap
• Deliver useable content quickly to showcase capability
• Start small and deliver to information-hungry group
• Don’t under estimate the impact on the data warehouse team
– Alter existing data sets
– Create new data sets
• BI is a program that will grow – it is not a project with a defined ending
– Impacts resources (people and $)
– Be flexible to reprioritize
• Take a marketing approach to BI environment
• Audit use and adoption often
• Software licensing – PVU for consumer users and not named user
licenses
Confidential Confidential
What’s next for PinnacleHealth?
• Need for BI is growing rapidly
– Adding team members to support
• Full time BI developer
• Full time DW architect
• Create a fully functional star schema data warehouse
• Predictive Analytics in Clinical care
Confidential Confidential
Conclusion
• What is Business Intelligence?
– The power to explain the past and predict the future
– Leveraging Data as a strategic asset
• What is the business case ($) for BI?
– Quantifiable
– Non-quantifiable benefits
• Where do I start? What are the steps?
– Awareness, Assessment, Strategy and Planning
• How do I gather the supporting detail for my business case?
– Roadmap starting with business users decision process
doc_287189681.pdf
Business Case for Business Intelligence
Confidential
Business Case for Business Intelligence
Brendan McGuire, Managing Partner
Waypoint Consulting
484-947-6967
[email protected]
Carol Muirhead, Senior Informatics Project Specialist
PinnacleHealth
Confidential Confidential
Presenters
Brendan McGuire
– Managing Partner of Waypoint Consulting (2012 Philly 100 company)
– 15 years experience working in the Data Warehouse, Business Intelligence
and Financial Performance Management space
– Clients include large and mid sized companies in the mid-Atlantic region
Carol Muirhead
– Senior Informatics Project Specialist at PinnacleHealth, Harrisburg, PA –
600+ bed community hospital
– 3 Years experience with Business Intelligence
– 7 Years Healthcare Systems Implementation and Data Analysis
– 30 years technical background including networking and problem
management
Confidential Confidential
Build the Business Case for Business Intelligence
• Identify key decisions that are not currently supported with data
• Outline the quantifiable and non-quantifiable benefits
• Understand the full BI program and create a plan
• Start small with engaged internal customer
• Communicate to set expectations
Confidential Confidential
Questions we hope to answer this morning….
• What is Business Intelligence?
• What is the business case ($) for BI?
• What are the steps along the BI implementation journey?
• Where do you start?
• Case Study – PinnacleHealth
Confidential Confidential
What is Business Intelligence?
Confidential
What is BI and What are the Benefits?
Business Intelligence helps companies unleash the power of information in
their data. The power to explain the past and predict the future. The power
to make better informed decisions – at all levels of the enterprise, making the
business perform better.
Benefits:
• Information – not just Data.
• Better information, Faster information, Actionable Information
Confidential Confidential
Business Intelligence Maturity Model
In attempting to achieve the benefits of a business intelligence solution,
each organization matures as per the hierarchy shown below:
BI Organizational Maturity Progress Steps:
Excel and Manual Reporting
Transactional Application Reporting
Data Warehousing, ETL, Reports
Enterprise
Business Intelligence
Scorecards and
Dashboards (Mobile)
Predictive
Analysis
Business
Intelligence
Solution
Most mid-sized companies, from both
functional and technical
perspectives, cover a portion of the
first two levels as shown below:
Confidential Confidential
What does a BI Implementation look like?
Database
Source
System
Dashboards
Ops HR Metrics
Interactive Reporting
Alerts & Notifications
A Simple BI Implementation
Step 1:
Move the data
Step 2:
Model the data
Step 3:
Create Reports
& Dashboards
Confidential Confidential
What does a BI Implementation look like? Page 2
Database 2
Dashboards
Ops HR Metrics
Interactive Reporting
Alerts & Notifications
A More Complex BI Implementation Example
Step 1:
Move More data
Step 2:
Model More data
Step 3:
Create More Reports
& Dashboards
Ops HR Metrics
Database 1
Confidential Confidential
What does a BI implementation look like? Page 3
DB
Dashboards Op
s
HR
Me
tric
s
Reports
Alerts
Important Transitions within each Step
Step 1:
Move the data
Step 2:
Model the data
Step 3:
Create Reports
& Dashboards
Data Moves from the
source system to a
dedicated DB.
This is also referred to
as ETL: Extract,
Transform, & Load
Subject
Area 1
Data is modeled into
Subject Areas
A departmental or
business function
viewpoint is used to
create Dashboards,
etc from Subject Areas
SA 2
Note: A Subject Area is a high-level classification of data representing a group of concepts pertaining
to a major topic of interest to an organization
Confidential Confidential
What is the Magic of BI?
Source
System
Dashboards
Reports
Alerts
The Data Model !!!
Source
System
DB
Step 1:
Move the data
Step 2:
Model the data
Step 3:
Create Reports
& Dashboards
Data Model
Subject
Area 1
SA 2
• To Get Answers
– Without asking IT
– Without becoming a Programmer
• To working interactively with data
– So insights are gained
– So action can be taken
A Quality Data Model is the Key To Empowering Business Users:
Confidential Confidential
Value of Business Intelligence
• Leverage information as an asset
• Create a single version of the truth (eg. headcount)
• Eliminate manually intensive data gathering and reporting (eg.
Excel)
• Provide relevant, accurate and timely information to the business
end users
• Streamline processes (eg. Financial planning & forecasting)
• Identify areas of opportunity and for improvement
Confidential Confidential
Trends in BI – CIO Magazine and Our Experience
• Small to mid-sized businesses
– Both Successful and companies in recession can find strategic value in BI
– Every company collects data today
• Mobile Business Intelligence
– iPad or other tablets
– Smart phones
• Predictive Analytics - analyze current and historical facts to
make predictions about future events (eg. SPSS)
– MIT study in 2011 found that organizations using analytics are twice as
likely to outperform their competitive peers
• BI in the Cloud
• Shorter, more focused implementations
• Big Data
– Structured and unstructured data
– External data
Confidential Confidential
What is the business case ($) for BI?
Confidential Confidential
Measuring the Benefits of BI is challenging
• Much more challenging than measuring the costs
• Many are non-financial and non-quantifiable benefits (tangible)
– Improved quality
– Timeliness of information
– Customer satisfaction
– New market opportunities
– “Is the increase in sales a result of BI insight?”
– “What is the value of a Manager producing a report or analyzing
information himself by asking questions of the data?”
• Simply time saving?
• Strategic insight value?
• Bottom line: If questions are not being answered easily then you are
at a strategic disadvantage.
Confidential Confidential
Costs of BI
• Hardware
• Other fixed assets
• Software
• Data sources
• Implementation (consulting and full time employees)
• Support
Confidential Confidential
Quantifiable Benefits
Departmental
– Days or hours saved automating a reporting process
– Cost savings from more efficient access to data
• Data merged from disparate sources
– Shorter budget cycles and reduced effort in producing and managing
budgets
• Financial Performance Management (FPM) typically funded by CFO
Confidential Confidential
Quantifiable Benefits
IT Related
– Savings from turning off a legacy system
– Reduced support costs by consolidating skill sets
– Savings in online transaction processing application hardware by off-
loading reporting to a dedicated environment
– OLTP report development costs
– OLTP performance improvements
– Rationalization/review of existing reports
– Delivers a landscape for future projects
Confidential Confidential
Quantifiable Benefits of BI
Organizational
– Global visibility of supplier spend allows better deals to be
negotiated
– Identifying areas of inefficiency within the organization
– Stock levels
– Unpaid invoices
– Duplicate invoices
– Failure to secure discounts from suppliers
Confidential Confidential
Indirect Quantifiable Benefits
Departmental
– Ability to benchmark against industry standards
– Able to meet own information needs
– Improved process adherence
IT-Related
– Better service of customers (i.e., the business), faster report
development turnarounds
– Alignment to long-term IT strategy
Organizational
– Improved customer service resulting in better sales
– Reduced audit costs as information is managed and access is
controlled
Confidential Confidential
Business Intelligence High Level
What are the steps along the BI
implementation journey?
Confidential Confidential
Data Architecture
ETL
Planning
BI is much more than just software…
Strategy
Assessment
Management Deliverables
Awareness
Strategy, Preparations and Planning
Migration / Integration
Design Requirements
BI Requirements
Determine What To Build
Data Modeling
Technology
BI Software
Software Solutions Using Software Platforms
BI Tool
Confidential Confidential
Where do you start?
Roadmap Process
Confidential Confidential
Roadmap - Deliverable
Objectives
1. Conduct the interviews
2. Assess the productivity increases (How much time and $ are saved
vs. today?)
3. Identify the new functionality to be provided
4. Identify the benefits
5. Calculate the Return on Investment
6. Create the Work Breakdown Structure
– “Now” tasks
– Schedule of tasks based on priority
7. Present and Get Buy-In
Confidential Confidential
Case Study
PinnacleHealth
Confidential Confidential
PinnacleHealth (Case Study) – BI History
• Reporting requirements grew significantly
• Some areas did not have management level reporting
• Data existed across multiple systems
• Multiple reports using multiple tools running reports off
different systems
• Multiple passwords for accessing these systems
• Inability to do integration or trust reports because different
answer depending on who created and ran the report
• Desire to tell a story with the data – more graphical and
interactive
Confidential Confidential
Catalyst and Preparation for BI Initiative
• CIO was the champion
• Goal was a single version of the truth
• Complaints from business about information accessibility
• Spent two years to get budget approved
• Carol Muirhead asked to Project Lead the planning and vendor
selection process
Confidential Confidential
Strategy
PinnacleHealth Process
Planning
Assessment
Awareness
• Spent two months understanding the
marketplace and product capabilities
• Created short list of products
• Created a core group from data driven areas:
Finance, Performance Improvement-Clinical, HR
and Nursing
• Identified Issues/Pain Points That Exist
• Evaluated 4 BI tools and selected Cognos
• Engaged Waypoint to assist in Roadmap
• Roadmap created vision and strategy
• Communicated the strategy and deployment
to business leaders – received buy-in
• Outlined Plans for delivery of “usable” content
• Documenting your BI Roadmap
• Creating Detailed Project Plans
• Conducted Roadmap Review with Stakeholders
Confidential
Pinnacle’s BI Implementation – The Data
DSS
Data from some systems needed to be moved.
Data from some systems could be accessed in place.
DSS was leveraged and accessed in place.
New Data
Warehouse
Step 1:
Move the data
Step 2:
Model the data
Diagnostic
Services
4 Systems
NextGen
Pharmacy
/ MAC
OHM
3M
(SoftMed)
ORSOS
PeopleSoft
Tele-
Tracker
Blackbaud
Kaufman
Hall
Picis
EHS
Invision /
Sorian
Pat Mgmt.
Invision /
Sorian
Fin
Cost Acct
Mgr.
Partial
Soarian
Clinical
Signature
PeopleSoft
GL
Partial
PeopleSoft
HR
Partial
ORSOS
PLM
3M
(SoftMed)
Partial
This Data is already in DSS
Kronos
This Data is to be Directly Accessed
Confidential Confidential
Pinnacle’s BI Implementation – The Modeling
Dashboards
Ops HR Metrics
Interactive Reporting
Alerts & Notifications
Significant Data Modeling was developed to create the below list of Subject Areas
Step 2:
Model the data
Step 3:
Create Reports
& Dashboards
Intervention
AP
Encounter
Claims
Property
Order
Chief
Complaint
Inventory
Treatment
Patient
Financials
Party
Facility
Observation
Patient
History
Facility
Note: A Subject Area is a high-level classification of data representing a group of concepts pertaining
to a major topic of interest to an organization
Confidential Confidential
Pinnacle’s BI Implementation – The Dashboards & Reports
Dashboards
Ops HR Metrics
Interactive
Reporting
Alerts
Some Dashboards will be used system-wide. Others will reference a Department’s
unique mix of subject areas for their needs.
Step 2:
Model the data
Step 3:
Create Reports
& Dashboards
PPN
Patient
Locations/
Provider
Group
AR
Charges
Denials
Payers
Providers
Confidential Confidential
Pinnacle’s BI Implementation – The Dashboards & Reports
Dashboards
Ops HR Metrics
Interactive
Reporting
Alerts
Step 2:
Model the data
Step 3:
Create Reports
& Dashboards
PPN
Dashboards
Ops HR Metrics
Interactive
Reporting
Alerts
Patient
Satisfaction
Some Dashboards are used system-wide. Others referenced a Department’s
unique mix of subject areas for their needs.
Patient
Locations/
Provider
Group
AR
Charges
Denials
Payers
Providers
Security
Types
Results
Confidential Confidential
Pinnacle’s BI Implementation – The Dashboards & Reports
Dashboards
Ops HR Metrics
Interactive
Reporting
Alerts
Step 2:
Model the data
Step 3:
Create Reports
& Dashboards
PPN
Dashboards
Ops HR Metrics
Interactive
Reporting
Alerts
Dashboards
Ops HR Metrics
Interactive
Reporting
Alerts
Nursing
…..
Some Dashboards will be used system-wide. Others will reference a Department’s
unique mix of subject areas for their needs.
Patient
Locations/
Provider
Group
AR
Charges
Denials
Payers
Providers
Security
Types
Results
Risk
Confidential Confidential
Lessons Learned
• Set appropriate expectations through a communicated plan/Roadmap
• Deliver useable content quickly to showcase capability
• Start small and deliver to information-hungry group
• Don’t under estimate the impact on the data warehouse team
– Alter existing data sets
– Create new data sets
• BI is a program that will grow – it is not a project with a defined ending
– Impacts resources (people and $)
– Be flexible to reprioritize
• Take a marketing approach to BI environment
• Audit use and adoption often
• Software licensing – PVU for consumer users and not named user
licenses
Confidential Confidential
What’s next for PinnacleHealth?
• Need for BI is growing rapidly
– Adding team members to support
• Full time BI developer
• Full time DW architect
• Create a fully functional star schema data warehouse
• Predictive Analytics in Clinical care
Confidential Confidential
Conclusion
• What is Business Intelligence?
– The power to explain the past and predict the future
– Leveraging Data as a strategic asset
• What is the business case ($) for BI?
– Quantifiable
– Non-quantifiable benefits
• Where do I start? What are the steps?
– Awareness, Assessment, Strategy and Planning
• How do I gather the supporting detail for my business case?
– Roadmap starting with business users decision process
doc_287189681.pdf