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TempoBI Analytic Platform and Employer Group Reporting (EGR)

Solution Overview

11/21/2016

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TABLE OF CONTENTS

INTRODUCTION 3

THE TEMPOBI DIFFERENCE 4

TAP COMPONENTS 5

SSIS ETL 5 DATA WAREHOUSE 5 TEMPOBI ERG BI SUITE 5 ADMINISTRATIVE CONSOLE 6

TAP ANALYTIC TOOLSET 7

PUBLISHER STORY BOARD 7 DATA DISCOVERY 8 SQL SERVER REPORTING SERVICES (SSRS) 8 SUBSECTION 3.3.B 10

CLIENT-SPECIFIC EGR DEPLOYMENT MODELS 11

TEMPOBI BENEFITS AND KEY DIFFERENTIATORS 12

OTHER TEMPOBI SERVICES 13

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TempoBI Enterprise Analytic PlatformTM (TAP) and

Employer Group Reporting (EGR) Solution Overview

The TempoBI Analytic Platform’s “governed data discovery” architecture is the only health care

analytics solution that combines enterprise scalability and governance with a comprehensive

suite of easy to use “agile business intelligence (BI)” tools for end-user teams. Your end user

teams will have

maximum flexibility to

analyze, present, report

and predict on IT

sourced data. They will

also be empowered to

augment the IT sourced

data by simply

connecting to any non-

governed data source

while remaining within

the enterprise BI

framework that ensures

security, sharing of

business logic and use

of a single source of

the truth.

TAP is well adapted to

serving the healthcare

BI needs of small or

medium sized health

plans as it is to serving thousands of users for national plans.

TAP fully exploits the power of Microsoft’s BI Data Platform. With TAP, for the first time, the full

capability of the platform is accessible to business users delivering unprecedented analytic

functionality that is easy to use and understand with the horsepower of server-driven analytics.

TAP combines the power of Microsoft’s multi-dimensional cubing framework with SQL Server

Geospatial Engine and BING maps to deliver an immersive, interactive and seamless geospatial

analytical experience. The TAP analytic toolset consists of:

Data Discovery for data analytics;

Story Board for dashboards;

Publications for report scheduling and distribution; and

SSRS for power analytics and complex reporting

Each analytic tool is fully integrated with the heart of Microsoft’s BI Stack: SQL Server Analysis

Services(OLAP), Power BI, PowerPivot and Excel. The TAP analytic tools can easily export

content to Excel, Word and PowerPoint.

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TAP’s EGR BI suite includes a standard set of EGR specific dimensions, measures and content

that is customized, enhanced and extended during implementation based on each client’s EGR

analytic and reporting requirements and report deployment model.

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The Tempo BI Difference

The TempoBI team offers unmatched expertise and experience in designing, building and

deploying enterprise healthcare BI platforms for employer group analytics and reporting (EGR).

Over the last ten years, our team has implemented dozens of highly-customized EGR solutions

for health plans of all sizes representing end user populations of less than a dozen to over

4,000. At TempoBI we have combined our operational and subject matter expertise with the

power of the Microsoft BI stack, the TAP Governed Data Discovery architecture and an Agile BI

toolset to create the next generation enterprise EGR solution that will propel your health plan

from legacy reporting to true self-service analytics.

TempoBI Experience, Expertise and EGR Content

TAP Agile BI Toolset

TAP Governed Data Architecture

Microsoft BI Stack

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TAP Components

SSIS ETL

SSIS ETL is a robust suite of data warehousing tools for the

extraction, transformation and loading (ETL) of health care data.

SSIS ETL’s interface provides comprehensive control and

command functionality and real time feedback, keeping

implementation, data update, and maintenance processes on

track. Using SSIS ETL, TempoBI creates a customized ETL

process for each client that:

Integrates data from varying sources, media, formats and standards into a single, consistent and congruent data warehouse and multi-dimensional data cube(s)

Can incorporate all types of data with medical claims, Rx claims and enrollment data. Examples include lab results, EHR, health risk assessment, survey, disease/care management, human resources, operational, and benchmark data.

Integrates 3rd party data grouping and embellishment tools such as DRG and episode groupers, categorization methodologies, concurrent and prospective risk models, HEDIS engine, etc.

Ensures that all financial and utilization measures balance “to the bill” ensuring your employer group confidence in the reported data

TempoBI’s staff features health care data experts and BI technology professionals with vast

experience analyzing and transforming health care data of all types.

Data Warehouse

Complementing SSIS ETL, TempoBI has designed a conceptual data warehousing model that

has enormous flexibility, power and scalability to handle the complexities of health care data.

Rather than creating specific data structures, the model follows a design that can grow and

shrink to the specifics of each client's own data structure and reporting needs. As such, the

model reflects a generic template that is unrestrictive in both application and scope. All data,

including raw, staged, and production-ready data, will be stored in a relational Microsoft SQL

database. SSIS ETL automatically loads this data upon completion of each periodic update.

This data is available for querying and reporting via the TAP reporting modalities described

below. Typically, clients elect to have a rolling 36 months of data in the database, but other

timeframes can be supported.

TempoBI’s EGR BI Suite

The EGR BI Suite includes a standard set of EGR specific dimensions, measures and content

that is customized, enhanced and extended during implementation based on each client’s EGR

analytic and reporting requirements and report deployment/access model. The BI framework is

built predominantly around multi-dimensional databases (OLAP cubes) produced using SQL

Server Analysis Services (SSAS) and comprises a variety of data models and calculation

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engines which are key to solving the most pressing requirements in health care analytics and

reporting today.

The EGR BI suite also includes health plan book of business and broker reporting.

TempoBI Administrative Console

The Administrative Console facilitates centralized security, support, performance monitoring and

system management. The console’s web-based interface enables administrators to set

security, function, and data access directly from a singular interface. The interface can be

accessed securely from any standard web browser, and provides control over every aspect of

the platform.

The console houses the security schema that is used for password assignment, management

and definitions of individual and/or role-based access. It also manages the password

maintenance requirements mandated by HIPAA, including mandatory password updates every

90 days.

Finally, it also contains tools for real-time monitoring, analyzing and reporting on system usage

at the individual and group levels, and measuring and reporting on system performance.

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The TAP Analytic Toolset

The TAP analytic toolset includes four analytic interfaces that

share the same single sign on security and data sources.

Publisher

PUBLISHER is a web-based tool for the production of “glossy”

highly customized printable electronic reports that are seamlessly

integrated with the other TAP analytic tools. Publisher provides an

efficient mechanism for producing and distributing a large volume

of electronic or paper reports, such as monthly, quarterly, year-end

and renewal reports for employer groups. With Publisher, business users can easily design or

modify report templates used to produce rich reports that include grids, graphs and dynamic text

without using a complex development tool or writing any code. Importantly, the reports are

dynamic in both content and presentation including “dynamic text” that

generates logical text based on the results of queries embedded in the

report itself. Publisher technology enables users to ‘string’ together

numerous analyses into a continuous, single report structure. This

approach ensures that employer group reporting can be delivered to

end users as a logical progression of analyses and results, rather than

a collection of miscellaneous Excel worksheets or reports that require

manual customizing. With dynamic text, Publisher reports will tell a

customized story for each employer group.

Using the Publisher interface, business users design report templates as

a collection of ‘CLIPS’. These CLIPS are views that a user has created or

chosen from the Data Discovery or Story Board interfaces. Each CLIP

can then be embellished based on the user’s needs and can contain any

combination of static text, dynamic text, charts or tables. Users then

choose how to format each clip in the report and add it to the list of

available CLIPS for the next reporting template. Any one CLIP can be

reused in multiple reports.

Separately, the user accesses the PUBLISHER report builder interface to

choose which clips to include in a given report and decide how to format

the overall report – all within the convenience of a web browser using a

familiar drag and drop interface.

After adding selection criteria, headers, footers and logos, the PUBLISHER

report template is stored for publication. EGR report templates can be co-branded with your

organization’s and the employer group corporate graphics and styling.

Users with access to the reports can log in and “publish” the report. The reports can either be

run one at a time, or processed in batch. Publishing times are incredibly fast because the

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Publisher engine shares the same technology as the OLAP analytic platform that delivers

almost real time performance on most queries.

Users can then either print out the report or request server generated PDF, Word, XPS or

PowerPoint versions of the reports.

Reports can also be produced in batch based on a schedule, or on a “trigger” event and

electronically delivered to a portal or email address.

Publisher empowers all users to easily create and distribute sophisticated reports fast, resulting

in reduced efforts in deploying enterprise reports and the elimination of long extensive design

and programming processes. With the seamless integration of the different pieces of the suite,

your organization can increase productivity, reduce costs while increasing level of service.

Story Board

Story Board empowers TAP users to build visual, simple drag and drop, slice and dice

dashboards that incorporate a patent pending parameterized technique for adding context and

viewing relationships in the data. Without the need to use any code users can:

Build interactive dashboards using multiple data sources and queries while applying common contextual filters;

Create dashboards that dynamically change color, orientation, size or volume;

Apply contextual filters that cut across multiple data sources to reveal insights typically obscured with traditional tools;

Layer and combine multiple views from other web-based applications;

Use TAP’s smart metadata management and tagging search capability to find the data needed for any dashboard;

Share and reuse dashboards with other user team members; and

Collaborate with other user team members with embedded conversation and discussion threading.

Data Discovery

Data Discovery provides self-service advanced analytics for the novice to the power user with

the ease of a familiar interface. Data Discovery deeply integrates Microsoft BI functionality and

“look and feel” of the Microsoft interfaces. Data Discovery seamlessly integrates with Story

Board and Publisher for authoring and sharing multi-query, multi-view dashboards and reports.

It also easily exports data and reports to Microsoft Word, PowerPoint and Excel and SharePoint.

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With a point-and-click calculation designer, customizable

variables, advanced query tools and shared business logic built-

in, Data Discovery offers the following unique capabilities:

Exceptional filtering, sorting, interactive and context sensitive visual analytics with over 20 animated and interactive chart types, 30 variations of multi-charts, dual axis charts and geospatial mapping with OLAP slicing and dicing (even on a mobile device);

Geospatial mapping provides global mapping capability all the way down to street level and fully interactive maps allow drilling, slicing, dicing, visual boundary areas, road and satellite maps;

A missing data wizard automatically identifies changes in cube dimensions, hierarchies, levels, members named sets and custom MDX elements and applies all new data to all downstream reports globally; and

Users can create advanced MDX queries within the MDX Editor using menu driven wizards and visual query designers.

Finally, Data Discovery uniquely empowers users with the agile BI ability to independently

connect to any non-IT sourced data. Using the Data Modeler and List Builder users can connect

to multiple non-governed data sources using a point-and-click, step-by-step wizard to build a

new shareable data model that can be analyzed independently as well as combined with

existing EGR cube data. Even when accessing and using non-governed data, users remain

within the enterprise BI framework that ensures security, sharing of business logic and use of a

single source of the truth.

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SQL Server Reporting Services (SSRS)

TAP power users will have direct access to Microsoft’s SSRS for complex report development

using the governed data warehouse, the BI cubes, and any non-governed data models set up by

each user. Users can create, deploy and manage server, mobile and paginated reports using a

range of ready-to-use tools and services embedded in SSRS. SSRS reports can:

Be produced using a variety of data including relational, multidimensional and EML

Include rich data visualizations, including charts, maps, sparklines and Key Performance Indicators (KPIs)

Executed on-demand, based on a schedule or an event “trigger”

Be branded with client’s logo and colors

Be exported to other applications such as Microsoft Word Excel and PowerPoint

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Client-Specific EGR Deployment Models

The experienced EGR team at TempoBI can guide you through the decisions you need to make

to successfully transition from legacy EGR reporting to advanced self-service analytics. Early in

the engagement we will work with you to establish specific objectives for your transition and

quantify goals such as:

Improve scalability and reduce data silos

Deliver robust analytics to answer “what if” type questions

Faster data updates

Executive-level presentation reports highlighting key findings with excellent data visualizations

Report scheduling capabilities for internal and external employer group users

Intuitive user interface with access from anywhere

Health Plan book of business reporting and reporting for Brokers

Then together we design your unique EGR “deployment model” by:

Decomposing your book of business into segments for reporting purposes (e.g., ASO and Insured by size, Individual, etc.), deciding what segments will be included or excluded from the project and assigning priorities

For each employer group segment and Brokers: o Number and type of reports, report modality, content, frequency and distribution

strategy o On-line analytics access levels, if any o Level of service

Establishing book of business reporting requirements

Below are example deployment models for a state-wide health plan and a multi-state plan

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TempoBI TAP Key Differentiators and Benefits

Governed Data Architecture: Only TAP offers the combination of governed IT-sourced

data and easy end user controlled connectivity to any internal or external non-governed data source while maintaining enterprise BI framework that ensures security, sharing of business logic and use of a single source of the truth. Only TAP will free your end users to reach out and grab the data they need when they need it wherever it resides and whatever format it is in.

Full Integration with The Microsoft BI Stack: Only TAP provides full integration with

all components of the Microsoft Stack, including Word, PowerPoint and Excel leveraging your organizations investment and significantly improving productivity.

Agile BI Analytic Toolset: Easy to use data discovery, dashboarding, report scheduling

and publishing, and power analysis tools that are fully integrated and share content. Accessible from anywhere with just a browser – including mobile.

Highly Scalable and a Single Version of the Truth: From a few users to thousands

TAP is a highly economical EGR solution for all health plans. Realize significant cost

reduction and productivity gains by getting rid of patchwork systems, data silos, and multiple

sign-ons with TAP’s governed data architecture where all data is contained in a single

version of the truth and easily accessible by every end-user.

Fully Automated EGR Reporting: Publish monthly, quarterly annual reports based on

customizable report timelines, standard reports produced on demand, on a schedule or

“trigger” event, all reports delivered to a portal or inbox.

Book of Business Reporting for the Health Plan and Brokers: Empower your

departmental teams to analyze your entire book of business from a single source of the

truth. Provide key Brokers the ability to analyze their book of business with the health plan.

Accessible from Anywhere by Employer Groups, Brokers and Consultants

Including Mobile: TAP provides many economical options for providing role-based

on-line access external users ranging from read-only to full power analytics

TempoBI Team Experience and Expertise: The TempoBI team offers unmatched

expertise and experience in designing, building and deploying enterprise healthcare BI

platforms for employer group analytics and reporting. Over the last ten years, our team has

implemented dozens of highly-customized EGR solutions for health plans of all sizes

representing end user populations of less than a dozen to over 4,000.

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Other TempoBI Services

Data Warehousing

Our consultants have successfully designed and implemented data warehouses for leading corporations and institutions. Tempos’ proven Incremental Warehouse Methodology emphasizes immediate benefits and maximum return on investment.

The foundation of each data warehouse is a relational database built using dimensional

modeling. Our typical data warehouse star or snowflake schema design greatly improves

performance and enhances reporting capabilities across all levels of organization.

Efficient ETL processes are fundamental to cleansing, conforming and refreshing data

warehouse environments. When processing time is of the essence to keep the data and

informatics as current as possible efficient ETL is essential.

The modular data architecture allows for rapid expansion as business needs change. Typically,

file structures and data change which requires the Data Warehouse to be flexible to

accommodate these modifications.

In today’s complex data environment data needs to be integrated into the Data Warehouse to

allow seamless reporting and analytics. This often requires integration of third party data feeds

and ability to run third party software in the platform architecture.

It is also essential to have a “single source of the truth” data warehouse environment that allows

for data governance to be implemented. Environments where a myriad of data marts are used

to support various departmental needs fosters an environment that is difficult if not impossible to

monitor and control. Today’s complex data analytics is demanding consistent credible data that

has been vetted by effective data governance.

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BI Systems Development

We help customers develop comprehensive business intelligence systems that are robust, highly scalable, easy to deploy, and adaptable to any business need. Our ability to access data from multiple sources means we can integrate virtually any information into your system.

The most effective BI Systems align skills within the organization with what they do best. Programmers and developers are typically best suited to create the complex reporting systems. Data analysts are highly skilled in various business departmental functional needs. It is most effective to have the data available in an organized, accurate and timely fashion. It is also most effective to provide a variety of tools for end users. Tools that can minimize the use of programmers and developer resources are the most efficient. Tools that are user friendly and allow users to perform analysis in a true “train of thought analysis are most effective.