Mobile Business Intelligence Maureen Lowe, Denise Matthews, Divyes Patel BlueCross BlueShield of Tennessee

Director, Client Reporting Maureen Lowe Director, Client Reporting BlueCross BlueShield of Tennessee Responsible for providing information to drive benefit and clinical decision-making, analysis of medical cost drivers, existing service performance and clinical program outcomes as well as building collaborative relationships with customers and stakeholders Over 25 years of experience in the health insurance industry across technical, clinical and operational segments Most recently held the role of Federal Government Systems Manager for the BlueCross BlueShield of Tennessee Medicare Administrative Contractor implementation Education Bachelor’s Degree Biology, University of Tennessee at Chattanooga Phone: 423.535.4046 Email: Maureen_Lowe@bcbst.com

Program Manager, Medical Informatics Denise Matthews Program Manager, Medical Informatics BlueCross BlueShield of Tennessee Responsible for planning, directing and ensuring the successful management, oversight and implementation of Medical Informatics’ projects Over 17 years of healthcare experience in operations, government regulations, business development and project management Prior to joining the Medical Informatics Division in 2011, acted as a the Program Director for BCBST’s Medicare subsidiary. Education Bachelor Degrees Sociology/Criminal Justice, University of Tennessee Phone: 423.535.5602 Email: Denise_Matthews@bcbst.com

Manager, Rapid Application and Development Divyes Patel Manager, Rapid Application and Development BlueCross BlueShield of Tennessee Responsible for building the Clinical DataMart and reporting & analytical reports and tools for the Medical Informatics department Over 15 years of healthcare experience in reporting and informatics development Prior to joining BCBST in 2011, worked for Ingenix Consulting leading a development team in building a Clinical Value Measurement Infrastructure using SAS to automate clinical ROI savings calculations for OptumHealth clinical programs Instrumental in building an industry leading clinical reporting package that tracked clinical activity to their financial outcomes for OptumHealth and was a lead developer to build a clinical reporting DataMart for reporting and adhoc uses Education Bachelor Degrees Chemistry and Economics, University of Tennessee Phone: 423.535.6260 Email: Divyes_Patel@bcbst.com

Background Information In 2011, BCBST Medical Informatics purchased Teradata to expand our strategic framework, data infrastructure, integrated clinical reporting and data mining environment Teradata provides an infrastructure that supports large volumes of claims data, eligibility, pharmacy, biometrics, HRAs, third party data In addition to expanding our infrastructure and reporting capabilities, BCBST wanted to leverage Teradata to support a mobile framework and strategy

Getting Started Once the need for mobile capabilities was recognized, Medical Informatics began working with IS to identify potential vendors As a starting point, IS reviewed Gartner's top quartile for mobile BI In addition to reviewing new vendors, Medical Informatics assessed technology already in use by BCBST

RFPs vs. Proof of Concepts The typical procurement strategy at BCBST is to issue RFPs to potential vendors: Request a written response to a variety of questions/scenarios Onsite presentation for the finalists Due to the nature of mobile technology, we wanted to ensure the technology we selected would work in our environment: Was our data structure adequate? Do we have the right resources for mobile development/can our staff be trained? How long would it take us to deploy once we selected the vendor? Senior leadership made the decision to conduct Proof of Concepts (POCs) with a multiple vendors rather than issue RFPs

Elements of the Proof of Concepts To determine the top two vendors for the POCs, we held brainstorming sessions with applicable vendors: Provided high level business requirements to the vendor prior to the brainstorming session Requested they present benefits of their platforms that were specific to our requirements Encouraged participation by multiple levels of MI management to ensure we captured all possible ideas/suggestions Based on the brainstorming sessions, MI selected two vendors to proceed to the POC round: BCBST developed a Statement of Work (SOW) Vendors were asked to price a 60 day on site work effort Output of the POC would belong to BCBST

Elements of the Proof of Concepts, cont. The Mobile BI Proof of Concept had five objectives: Create a prototype of an externally facing iPad application with write back capability Develop an internally facing provider dashboard Exhibit/showcase adhoc capabilities within the tool Ability to generate BCBST’s Financial and Clinical Insights Report (FCIR) using the tool Showcase the ease of use of the tool Other requirements of the Proof of Concept included: Vendor personnel had to work onsite at BCBST using a BCBST provided asset An executive status was required every two weeks Project status meetings with the team conducted three days per week

Development of the Mobile Application The mobile application was derived using data from five large, self-funded accounts (de-identified) Key performance metrics from the BCBST Balanced Scorecard were used: Financial Trend Healthcare Utilization Population Risk Chronic Health Status Member Engagement Clinical Outcomes Due to the 60-day limitation, vendors were asked to focus on two areas and provide two-three levels of drilldown within each component

Mobile Application POC Demonstration

Development of the Provider Dashboard The provider dashboard was developed using a data set that included all Tennessee physicians (25,000+) We requested the vendors to develop the dashboard using the following domains: Summary View Performance View Demographic View Direct Cost and Utilization View Risk Adjustment View Quality and Patient Experience View Indirect Cost and Steerage View Due to the 60-day limitation, vendors were asked to focus on three domains

Provider Dashboard POC Demonstration

Adhoc Capabilities within the Platform The adhoc capability portion of the proof of concept was demonstrated/shown by using the data for the provider dashboard We requested the vendors to showcase the following capability: Ability to select report elements such as columns, measures, sort groups, filters and output formats that are customizable for each user Automatic condition drill-thru Ability to create any number of report combinations Ensure “single version of the truth” In addition to using the provider dashboard to demonstrate functionality, vendors were asked to hold a ½ day hands on session for our analysts

Report Capabilities within the Platform The vendors demonstrated the ability to generate/automate reports by using BCBST’s Financial and Clinical Insights Report (FCIR) We requested the vendors to showcase the following capability: Ability to interact with the data in a secure, feature rich manner Ability to perform in-depth analytics and enhanced analytics such as charting Security, such as password protection Collaboration, including the ability to export and email Incorporation of MS office

Proof of Concept Vendor Evaluations Vendors were evaluated using the following criteria and scoring: Evaluation Factor Scoring Weight Total cost of ownership (incl. software, hardware, maintenance, FTE) 3 Ease of use (end user navigation) Vendor track record Ease of use (administration and development) 2 Features and visualization Security Integration with Enterprise solution 1 Impact on organization

Developing the BI Roadmap BCBST engaged Claraview (a subsidiary of Teradata) to help develop the BI roadmap for Medical Informatics Claraview assists in planning and deploying complicated BI projects using proven methodologies for solution delivery and BI program management Claraview was asked to assist in the following areas: BI platform selection/support BI platform TCO evaluation BI delivery and architecture roadmap

Developing the BI Roadmap Elements of the BI Roadmap 2-3 Year Roadmap for BI Delivery Business Needs Matrixed with Existing Data BI Platform Integration BI Roles and Responsibilities

BCBST’s long range BI roadmap is being finalized. We expect to deliver the provider dashboard to internal users by December 2012. We are working to have the mobile application to customers in the 1st quarter of 2013. Key to BI success is having optimal data models! Questions?