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                   “Plan, Measure & Act!”

Best Practices in Linking Strategic Planning and 
Business Intelligence to Improve Performance




             December 17, 2009


                   MACNULTY CONSULTING, LLC
                                                           2




                                                               1
Presentation Collaborators & Colleagues

                 Amy MacNulty
                 President
                 MACNULTY CONSULTING, LLC
                 781.405.2298
                 amy@macnultyconsulting.com

                 Pat Salem, M.B.A.
                 Vice President, Healthcare Planning & BI
                 BITadvisors
                 860.508.1865
                 psalem@BITadvisors.com
                 Mitch Ocampo, MCSD, MCDBA, MCT
                 Practice Director, Microsoft BI
                 BITadvisors
                 617.359.8194
                 mocampo@BITadvisors.com                         3




 Agenda
1.   Results Oriented Enterprise Planning and Implementation


2.   Closed‐Loop Planning – BI: “Plan, Measure & Act!”


3.   Best Practices of BI and Dashboards: Tools, Techniques & 
     Mindset: “One Stop Reporting Platform”


4.   Partners Case Study


                           Questions & Answers

                                                                 4




                                                                     2
?? ?? ?? ??
 If you have questions during the presentation,
 please submit them using the Q&A option at
 the top of your screen.

 We will address them at the conclusion of
 today’s event.

                                                                                 5




 Organizing a Strategic Planning Process: 
 Typical Phases

Phase 1                      Phase 2                       Phase 3
Strategic Assessment         Strategic Thinking            Strategic Planning
Build the fact base to       Evaluate strategic            Define means to 
support decision‐making      alternatives & define         achieve desired 
                             a preferred future            future position 


 Interviews, surveys      Identification of key       Definition of goals and 
 and focus groups         issues and critical         strategies
 Assessment of            success factors             Framework for tactical 
 current position         Review of mission/          planning
 Portfolio model          vision/values               Strategic financial plan
 Planning assumptions     Development of future       Communications plan
 and key uncertainties    vision and metrics


                                                                                 6




                                                                                     3
Planning process will result in the 
                                              Planning process will result in the 
Why Plan?                                     development of a plan document.
                                              development of a plan document.
 Understanding of key uncontrollable issues 
 likely to impact the organization in the future
     Environment, market, competition

 Establish position in light of these key uncontrollables
     Strengths and weaknesses

 Determine optimal alternative strategic directions
 Build consensus for an appropriate strategic direction among 
 stakeholders
 Identify measures for success 
 Plan, Measure and Act!



                                                                                                            7




Raising the Bar: Best Practices for Healthcare 
Strategic Planning
 How would you rate your organizations strategic planning 
 performance against following best practices? 
     Linked to all parts of organization
     Evolving, flexible and continuously improving
     Communication throughout the process
     Adherence to essential strategic planning components
     Financial analysis and outcomes secondary to strategic thinking
     Diverse competencies (vs. single core competency) drive the planning 
     process, i.e. key areas of competitive advantage
     Action  plans and strategic thinking at business unit level are emphasized
     Innovation and creativity are emphasized
     Performance management and knowledge management programs 
     are incorporated into strategic planning process
     Strategic planning changes from static to dynamic process

 Source: Raising the Bar: Best Practices for Healthcare Strategic Planning, Alan M.Zuckerman, HS&S, SHSMD
 Benchmarking Study, 2007.                                                                                  8




                                                                                                                4
Strategic Thinking and Strategic Planning
are Not the Same Thing




               Strategic Thinking                                    Strategic Planning
          Conceptualizing the end                                    Getting from here to there
          game
                                                                     Evaluating alternative
          Future state definition                                    paths to reach future state
          Naming assumptions                                         Resource allocation
          Combination of dialogue,                                   Laying the course
          discussion, and debate



                                                                                                         9




Strategic Planning Continuum
                       Goal                        Scenario 
 Traditional                                                            Alignment         Dynamic
                      Oriented                     Planning

         Models of Strategic Planning

Linear‐ Top         Match                       Environmental          Align Mission    Collaborative 
Down                Resources to                Scan and               and              with focus on 
                    Capabilities                Optimize               Performance      Strategic 
                                                Response                                Thinking

               Opportunities for Success:
                Opportunities for Success:
                  Focus on dynamic process than solutions will increase commitment
                   Focus on dynamic process than solutions will increase commitment
                  Link to management cycle for effective implementation
                   Link to management cycle for effective implementation
                  Combine planning discipline with increased capacity for creative thinking
                   Combine planning discipline with increased capacity for creative thinking
                  Build on strengths and identify opportunities to differentiate: “we are the
                   Build on strengths and identify opportunities to differentiate: “we are the
                  best because…”
                   best because…”

                Source: HBR, Putting Leadership Back into Strategy
                                                                                                         10




                                                                                                              5
Understanding 
        Strategic Issues



                                             11




Where Do You Get Information?

  What are your biggest data challenges?

  Where have you been “creative?”

  How do you decide what information to share 
  with others in a planning process?

  When do you report back on progress?

                                             12




                                                  6
Quantitative Data Problems and Pitfalls
Problem                                                    Potential Solution

Data limited to inpatient services                        “Connect the dots”

Lacking primary market research                           Just do it

                      Out of date data                    Use what you have

 Reluctance to believe what the                           Involve the right people
            information tells us

                     Analysis paralysis                   Agree “what you need 
                                                          to know”

          Inability to turn data into                     Import expertise
                         information
                                                                                     13

                                                                                          13




 Qualitative Perspectives
                  Method          Benefits                Limitations
                                  More "confidential"      Interviewer bias is
                                  than focus groups        possible
                One-on-One        Allows for in-depth      Time intensive
                 Interviews       exploration of topics    (expensive)
                                  with each participant    Limited number of
                                                           people can be involved

                                  Allows more to           Potential for “group
                                  participate              think”
                                  Can begin process of     Not possible to explore
               Focus Groups
                                  building consensus       topics in depth with
                                  Can explore reasons      each participant
                                  behind responses

                                  Good way to get input    Biased sample
                                  from large numbers of    Typically low response
                                  internal or external     rates
              Written Surveys:    constituents             Generally not possible
             On-line/ Telephone   On-Line can be less      to explore reasons
                                  expensive than phone     behind responses
                                  surveys and easy to
                                  tabulate


                                                                                     14




                                                                                               7
Developing Elements of 
      the Strategic Plan



                                                            15




 Planning Horizon
Reach agreement about your planning timeframe
       Time

 Mission

 Vision                                          3 years?
 Goals                                           5 years?
                                                10 years?
 Strategies

 Tactics      Tactics   Tactics

  1 Year 
  Operating Plan


                                                            16




                                                                 8
Working Definitions
          Mission              A long-standing statement describing an organization’s core purpose
                               or reason for being.

           Values              Intrinsic beliefs an organization cherishes above all others.


           Vision              A statement describing an organization’s desired future position.

           Goals               Desired end results toward which effort is directed.

      Strategic Metrics        Measures and targets used to create clarity around desired outcome
                               of the strategic plan and to monitor progress.

         Strategies            Carefully designed plans for deploying resources to attain a favorable
                               position.

          Tactics              Specific steps to achieve strategies.

    Management Metrics         Indicators that management monitors to measure performance on
                               tactical steps.

Resource Requirements/Budget   Financial and non-financial needs to support implementation.
                                                                                                   17




 Strategic Metrics
Strategic Metrics                      Measures and targets used to
                                       create clarity around desired
                                       outcome of the strategic plan
                                       and to monitor progress


  Strategic                                      Management
  metrics can be                                 metrics are developed
  developed at the                               at the strategy and
  vision or goal level                           tactic levels


                                                                                                   18




                                                                                                        9
Competing on Analytics

  Champion Analytics from the Top                                        “Use
                                                                    sophisticated
  Create a Single Analytics Initiative                             data-collection
  Focus Your Analytics Effort                                     technology and
                                                                      analysis to
  Establish an Analytics Culture                                  wring every last
  Hire the Right People                                             drop of value
                                                                    from all your
  Use the Right Technology                                             business
                                                                     processes.”

 Source: Competing on Analytics, Thomas H.Davenport, HBR, 2005.




                                                                                     19




Performance Management
  Balanced Scorecard
   ◦ Measures to help monitor strategy implementation and 
     performance
  Link Performance to Strategy
  Healthcare Executive Dashboard
   ◦   Financial Perspective
   ◦   Patient Perspective
   ◦   Internal Processes
   ◦   Learning & Growth


                                                                                     20




                                                                                          10
Strategic Metrics
Helpful Hints
     Limit the number of measures
     Emphasize outcome measures over process
     measures
     Use a balanced set of measures
     Ensure that measures are clear and the data are
     readily available
     Recognize data limitations
     Avoid measure “creep”


                                                        21




     Translating the Plan 
         Into Action



                                                       22




                                                             11
Tactical Planning
  Even good strategy isn’t enough
  Must determine capability for implementing strategy
   ◦ Timeliness – Is there so much to do 
     that effective plan implementation 
     is unlikely? 
   ◦ Affordability – Can we afford the plan, 
     in terms of operating expense and 
     capital expense?
   ◦ Availability of human resources – Do 
     we have the people with the right skills 
     to implement the plan?  
Who will do What by When With What Resources to produce What Results


                                                                       23




      After the Plan is Done



                                                                       24




                                                                            12
Three Types of Links Needed
1.  Functional links
   ◦   Strategic plan with long‐term financial plan
        Critical for avoiding the dreaded “Shelf‐itis”
2.  System plan to operating entity plan
3.  Links of plans with varying time horizons


       Strategic        Annual            Service        Functional
         Plan         Business Plan      Line Plans        Plans




                                                                       25




 Communicating the Plan
   Provide feedback to all stakeholders involved in the 
   process
   Provide sufficient information to support plan 
   implementation
   Protect key strategic information from competitors 
   ◦ How much of the plan is shared? 
   Support employee morale                        Everyone does NOT need
   ◦ Employees often the best          to receive the same level of
                                       plan detail!
     ambassadors
   ◦ Use multiple communications vehicles


                                                                       26




                                                                            13
Monitoring Plan Implementation
 Frequency of reviews a function of plan time horizons 
 and the level at which the review is taking place
 Remember, this is a strategic plan
  ◦ Reviews in the early stages of the planning horizon 
    focus on actions, not outcomes
  ◦ Later reviews assess both actions and outcomes
 Management reviews typically occur on a semi‐annual 
 basis
 Board reviews should occur at least annually



                                                                    27




Questions to Ask

Do we have the correct goals categories? Are they still 
realistic? Do they need to be changed?
Is appropriate progress towards goal achievement being 
made? 
 If not, is the issue one of strategy or execution?  How do you know?
 Do the strategies  or timelines require adjustment? 
Are action steps being implemented in a timely and 
effective fashion?
 If not, is the issue one of resources, execution, inappropriate steps 
 or unforeseen issues/complexity?



                                                                    28




                                                                          14
Is your Plan on Target?




     Using Business Intelligence to ACT 
     like a metrics‐driven organization 
          Pat Salem, VP Planning & BI, BITadvisors

                                                                                29




           “Closing the Planning Loop”
              From strategy to execution & measurement


                    Strategy



            Performance Management

               Dashboards, & Scorecards
Insight                                      Decisions

              Ad Hoc Reporting & Analytics
                                                 Real-time “actionable”
                                                 information; aligning actions
                                                 with strategy
                                                 Monitor key strategic metrics,
                                                 quality, financial & operational
             Any Business Application            performance.
                                                 Report across data sources
                                                 Execute across the continuum
                    Any Data Source              care network


                                                                                    30




                                                                                         15
What is Business Intelligence?


  Business Intelligence (BI) technologies help an 
  organization collect, integrate, analyze and interpret 
  business information to support better decision‐making. 

  BI often uses metrics or key performance indicators (KPIs) 
  to assess the present state of business and to prescribe a 
  course of action, such as % Operating Margin, ALOS, FTE / 
  Adjusted Occupied Bed.




                                                                 31




          How we “do” reporting today…..
              “The Report Life Cycle”
      Call IT 911!!




         Get data
         extracts
                                                  Into Power Point



Into Access…
     Access…              Out to Excel..& Pivot




                                                                 32




                                                                      16
Schematic of BI Tool Set




                                                           33




          Information Discovery and Delivery



BI Creators
                      Executive Management
Business User         Dashboards, Scorecards, KPIs




                            Business Analysts
Business User               Ad-Hoc Queries, On-line
                            Analytical Processing (OLAP)


                                     Front Line
                                     Employees
IT                                   Operational or
                                     Standard Reports


                                                           34




                                                                17
DASHBOARDS and AD HOC Reports – What can they do?
  DASHBOARDS and AD HOC Reports –

Dashboards provide organizations the ability
to track performance of KPIs
Visualizations align actions with strategy
Alerts organizations to exception conditions
Users can drill down to detail to see root cause




Ad hoc reports provide users with a self-service
environment
Mangers can create reports from scratch or simply
update existing reports
Intuitive analysis via ad-hoc reports “on the fly”
Quick adoption rate …ease of use

                                                                       35




                 Data Lineage & Consistency
                                                                ce
                               ial                           rvi rt
                            nc                             Se po
                           a
                        Fin port                            Re
                         Re




              TRUST... Business Intelligence provides
              accurate & consistent information, for
              users to make timely business decisions

                                                     Nursing
                                                     Log Sheets

                                                                      36




                                                                            18
Healthcare Drivers for BI

ARRA & HITECH act provide incentives to stimulate EMR adoption.

Economic challenges  / capital constraints – focus on financial performance & dashboards.

Healthcare consumerism is fueling the need for transparency of hospital quality & cost data.

Cost shifting spurs patients to become more involved in the healthcare purchasing decision.

Hospitals face growing demand for services and declining reimbursements.

CMS & private payers are moving toward “value‐driven healthcare.”

The number of P4P initiatives is increasing.

New emphasis on public reporting of quality data via “report cards”.

HCAHPS / patient satisfaction used as a proxy for quality performance. 

Hospitals face increased competition from new “retail” providers, e.g. Minute Clinic, Wal‐
Mart, Target,  Rite Aid…. 
                                                                                             37




            BI for the “Continuum of Care”



                Retail 
                                                MD 
Ambulatory Care Clinic                         Office
                                                              CHC              SDC
                   s



Acute Care                             Acute                       LTC
                                      Hospital                   Hospital




Post Acute Care Rehab                      Home 
                                                             SNF              Hospice
                                           Care


                                                                                             38




                                                                                                  19
BI Portal for Health Information Exchange 



SUPPLIERS
                                                                                            REGULATORY
                                                                                            AGENCIES




MDS &
OTHER
PROVIDERS



                                   PAYERS                                                                       39




                     BI for “Disparate” HC systems
                                      Clinical         Ancillary                                         External
    Finance              IT                                            Physician           HR
                                     Initiatives        Depart                                             Data


• GL / AR           • Decision      • Quality         • ED           • Credentialing
• Budgeting                                                                            • Time and      • Utilization
                      Support         Measures        • O.R.         • Scheduling
• Planning                                                                               Attendance    • Mkt. analysis
                    • BI /Data      • EMR             • Pharmacy     • MD Billing
• Medical             Warehouse     • CPOE            • Radiology    • MD A/R
   Records
                                    • BPOC            • PACS         • RVU
• Registration
                                    • Disease         • Cath Lab     • PQRI
• Materials
                                      Surveillance    • Laboratory
  (Supply Chain)
                                    • Laboratory      • Pathology
• Payroll
• Patient Billing                   • Pharmacy


                    Diverse Applications and Systems
• Meditech          • SAP           • TEIC            • McKesson     • IDX             • Kronos       • WebMD/
• Eclipsys          • BOBJ          • Midas +         • Siemens      • Siemens         • ADP            Healthshare
• Siemens           • Eclipsys      • Eclipsys        • Cerner       • McKesson        • API          • Press Ganey
• McKesson          • McKesson      • Siemens         • Emergsoft    • Meditech                       • HCAHP
• IDX               • Trendstar     • Cerner          • Meditech                                      • AHRQ
• Lawson            • Peoplesoft    • Allscripts      • MISYS                                         • Claritas
                    • Cognos        • Eclinical       • Mediware                                      • Solucient
                                    • GE Centricity   • IDX
                                                      • GE

                                                                                                                40




                                                                                                                         20
Enterprise Healthcare Dashboards
                       Quality Management                     Strategic Initiatives 

                       Volume Tracking                        Financial Performance

                       Patient Satisfaction                   Supply Chain Management

                       Staffing Productivity                  Operations/Business 
                          Processes 



                                    Emerging trends in the healthcare industry 

                                     have accelerated the need to access more 

                                          timely, accurate and reliable data.
                                                                                       41




                  Executive Balanced Scorecard 

Provides:
   Board level insight into key strategic 
   metrics
   Actual vs. Goal for: financial, patient, 
   internal  processes and growth
    Automated data collection / analytical 
   processes for organizational performance 
   scorecard.
    Historical trends and ability to drill down 
   into hierarchical detail to conduct root 
   cause analysis. 




                                                                                       42




                                                                                            21
Disease Management ‐ Diabetes Surveillance
Provides:
   Conduct real‐time diabetic surveillance
   Connect directly to your EMR, practice 
   management, and financial systems
   Monitor alerts for patients with elevated 
   HgA1c levels (Hg A1c>9%)
   Facilitates UDS reporting under HRSA
   Identify patients that  have not had an annual 
   eye / foot exam or flu shot.
   Drill‐down  by site, provider & payer to view 
   patient clinical detail “on the fly”
   Track Hg A1c historical trends and quality 
   performance by payer
   Improve diabetic patient quality outcomes by 
   identifying high‐risk patients  
   Track and reduce healthcare racial disparities


                                                     43




                           Patient Census Tracking

Provides:
   Patient census, occupancy, and bed 
   tracking data.
   The ability to connect to the hospital's 
   ADT system, and real‐time inpatient and 
   ED census monitoring
   Automated inpatient census tracking,  % 
   occupancy, and emergency department 
   volume by service.
   Census alerts anticipate patient flow 
    bottlenecks, identify pending discharges, 
    and improve staffing efficiency.




                                                     44




                                                          22
Case Study ‐ Radiology


                     Mitch Ocampo, MCSD, MCDBA, MCT
                           Practice Director, Microsoft BI



                                                         45




MGH Imaging
  Imaging in four main locations
  10 Radiology Divisions (Neuro, Body, Chest)
  10 Main imaging groups (CT, MR, US, Xray…)
  2000 Employees in Imaging




                                                              23
MGH’s Goals 
Strategic Planning
    Where are we gaining or losing business and why
    How can we serve patient population and referring physicians
Tactical Operations
    Utilization trends
    Technologist & resource productivity
    Physician productivity




Goals Cont………….
 Monitor patient quality outcomes
 Comply with patient safety & regulatory 
requirements
 Adhere to quality and safety programs
 Track compliance 
 Conduct research on utilization & patient 
outcomes
 Innovation and best practices for Radiology “BI”




                                                                   24
Challenges
  Multiple data‐sources
  Multiple versions of truth
  Hard to gain access and use data
  Resource bottleneck for report writers




Technology Decisions
  Build
    Radiology centric view of the world
    Cost vs benefits of owning the technology
    IMAP
  Buy
   Cost of Product/solution
   Missing functionality
   Cost of Consultants




                                                25
Roadmap
 Build the data model
 Determine the look and feel of dashboard
 Determine how to fill the “quadrants” of the 
 dashboard
 Develop graphs and scorecards




       MGH Radiology Dashboard




                    MACNULTY CONSULTING, LLC




                                                 26
Hand Hygiene




   MACNULTY CONSULTING, LLC




   MACNULTY CONSULTING, LLC




                              27
MACNULTY CONSULTING, LLC




MACNULTY CONSULTING, LLC




                           28
MACNULTY CONSULTING, LLC




MACNULTY CONSULTING, LLC




                           29
MACNULTY CONSULTING, LLC




MACNULTY CONSULTING, LLC




                           30
31
32
Question & Answer Session

               ? ? ?
              ? ? ? ?

If you have questions, please submit them
    using the Question’s Pane in your
           GoToWebinar toolbar.
If we are unable to address your question during today’s live session,
            a presenter will follow-up with you afterward.               65




                           Handouts
        Case Studies & Dashboard Examples




                                                                         66




                                                                              33
Boston Medical Center uses BI to Analyze Nursing
Operations, Outpatient metrics, and Quality of
Care




The Challenge
   Major changes in the healthcare industry
   ◦   Pay‐for‐performance
   ◦   Transparency of quality and safety data
   ◦   Patient empowerment

   Driving cost down
   ◦   Improve quality and safety of care
   ◦   Avoid healthcare associated infections
   ◦   Reduce length of stay

   Using data and analysis for improving process and outcomes
Solution
   CDW for integrated data analysis
   Strategic and Operational Dashboards with Business Objects

                                                                               67




   Boston Medical Center uses BI to Analyze
  Nursing Operations, Outpatient metrics, and
                Quality of Care


Benefits / Impact
   BMC Corporate Dashboard (VSSC)
    ◦ Individual Physician scorecard for credentialing

   Nursing Dashboard
    ◦ Hospital, specialty group and unit levels
    ◦ Insight to staffing costs
    ◦ 10 key metrics

   Outpatient Dashboard
    ◦ Department, clinic group, location, service, major billing code levels
    ◦ 3 key metrics
    ◦ Los, discharges, empty beds

   Access to care
    ◦ Department, clinic location, provider group, provider levels
    ◦ 6 key metrics

   Financial reports
    ◦ About 40 financial reports of Lawson data                                68




                                                                                    34
Gaylord Hospital & MEDITECH
 EDGE deployment for “Real-Time” Patient
                       Real- Time”
 Census & Bed Tracking Dashboard


 The Challenge
    Executives needed a unified picture of Gaylord's patient population data 
    that would transcend the artificial segmentation created by the two EMR 
    systems and MEDITECH.
    Goal  to analyze, track and report on patient utilization, revenue, quality, 
    and costs across the entire continuum of care
    Manually managing over 30 Crystal Reports within the hospital each 
    month
 Solution
    Census data that formerly updated only at midnight now updates 
    automatically every 5 minutes via a dashboard.
    No more time wasted manually manipulating spreadsheets and slides just 
    to get a visual representation of data.
    Deployed Crystal Reports against the MEDITECH sql data repository.
                                                                             69




Community Health Center (CHC) Alliance & EMR
Data
EDGE deployment for Patient Quality Dashboard


     The Challenge
         Compiling, aggregating and analyzing GE Centricity EMR data
         Need to benchmark patient quality data for network of 80 CHCs in
         Florida.
         Production reporting for Crystal Reports; scheduling and security.

     Solution
         Dashboard “Quick Start” for Edge deployment.
         Quality dashboard for Diabetes and Hypertension tracking.




                                                                             70




                                                                                    35
QuickVitalSigns – Executive Balanced Scorecard 
                    Problem Addressed: Analysts manually compile
                        their scorecard in a static Excel format.

 Target Market:
     CEOs, CFOs and the Board of Trustees
 Provides:
     Board level insight into key strategic metrics
     Actual vs. Goal for: financial, patient, internal  
     processes and growth
      Automated data collection / analytical 
     processes for organizational performance 
     scorecard.
     Historical trends and ability to drill down into 
     hierarchical detail to conduct root cause 
     analysis. 



                                                                            71




            QuickVitalSigns – Physician Manpower Profiler
  Problem Addressed: Strategic Planners and Physician Relation staff need
  accurate & timely medical staff credentialing, utilization, and MD need
  projection data for program planning & MD recruitment.
Provides:
    Medical Staff credentialing data at your 
   fingertips: status, location, age and FTE etc…
    Visual “Insight” into utilization trends by service, 
   sub‐specialty, and physician e.g. discharges, O.R. 
   cases 
   Dynamic MD Manpower planning tool keeps your 
   MD supply up‐to‐date, and provides “what‐if”
   capabilities for Mkt. Share and Census scenarios.
    Comparison of Actual vs. Budgeted data, with 
   flexible time period views (month, Qtr, Yr.).
    Automated data collection / analytical processes 
   for dashboard information delivery.


                                                                            72




                                                                                 36
QuickVitalSigns – CMS Core Measures

Provides:
   Consolidated quality data.
   A reporting repository for CORE 
   measures & HCHAP benchmarked 
   satisfaction scores
   Historical trends for annual, quarterly 
   and monthly periods.
   Visual color coded alerts to identify 
     variance in performance against 
   targets.
   The ability to drill down from the 
     dashboard level to perform 
     "root cause analysis".


                                                     73




             QuickVitalSigns‐ Disease Management 
             Diabetes Surveillance
Provides:
   Conduct real‐time diabetic surveillance
   Connect directly to your EMR, practice 
   management, and financial systems
   Monitor alerts for patients with elevated 
   HgA1c levels (Hg A1c>9%)
   Facilitates UDS reporting under HRSA
   Identify patients that  have not had an annual 
   eye / foot exam or flu shot.
   Drill‐down  by site, provider & payer to view 
   patient clinical detail “on the fly”
   Track Hg A1c historical trends and quality 
   performance by payer
   Improve diabetic patient quality outcomes by 
   identifying high‐risk patients  
   Track and reduce healthcare racial disparities


                                                     74




                                                          37
QuickVitalSigns – Patient Census Tracking

Provides:
   Patient census, occupancy, and bed 
   tracking data.
   The ability to connect to the hospital's 
   ADT system, and real‐time inpatient and 
   ED census monitoring
   Automated inpatient census tracking,  % 
   occupancy, and emergency department 
   volume by service.
   Census alerts anticipate patient flow 
    bottlenecks, identify pending discharges, 
    and improve staffing efficiency.




                                                                              75




                           Physician Manpower Profiler
    Problem Addressed: Strategic Planners and Physician Relation staff need
    accurate & timely medical staff credentialing, utilization, and MD need
    projection data for program planning & MD recruitment.
 Provides:
     Medical Staff credentialing data at your 
    fingertips: status, location, age and FTE etc…
     Visual “Insight” into utilization trends by service, 
    sub‐specialty, and physician e.g. discharges, O.R. 
    cases 
    Dynamic MD Manpower planning tool keeps your 
    MD supply up‐to‐date, and provides “what‐if”
    capabilities for Mkt. Share and Census scenarios.
     Comparison of Actual vs. Budgeted data, with 
    flexible time period views (month, Qtr, Yr.).
     Automated data collection / analytical processes 
    for dashboard information delivery.


                                                                              76




                                                                                   38
QuickVitalSigns – Practice Management Dashboard
 Problem Addressed: Healthcare administrators need accurate, timely,
  and “actionable” information to manage their ambulatory facilities.


Provides:
    Practice management overview at your fingertips  
    Visual “Insight” into key metrics: Financial, 
   Utilization, Productivity,  Coding, Quality
    Comparison of Actual vs. Budgeted data, with 
   flexible time period views (month, Qtr, Yr.).
    Automated data collection / analytical processes 
   for dashboard information delivery.
   Interactive and intuitive features provide users 
   with the ability to navigate and drill down into 
   hierarchical detail: Physician, Payer, CPT




                                                                        77




                                                                        78




                                                                             39
QuickVitalSigns – EMR Meaningful Use Dashboard
Provides:
   Incorporates the HITECH quality 
   measures  required for “Meaningful 
   Use” to date…
   Historical trends for annual, quarterly 
   and monthly periods.
   Visual color coded alerts to identify         
   variance in performance against 
   targets.
   The ability to drill down from the          
   dashboard level to perform 
   root cause analysis “on the fly”
   Dashboard can either sit on top of 
   existing EMR & other data sources
                       OR
   Jumpstart Quality reporting during 
   EMR implementation, or before EMR 
   selection via a quality data repository                          79




BITadvisors
 Healthcare Business Intelligence Specialists
     Premier professional services organization 
    focused on Data Management, Business 
    Intelligence, and Project Management across the 
    United States and Canada

     Proven best practices and methodology :
         Data Warehousing and Reporting; 
         Corporate Performance Management;
         Enterprise Application Integration;
         Project Management
         Dashboards & Scorecards

     Over 500 successful implementations in New 
    England, leveraging solution accelerators for 
    industry verticals (Healthcare)


                                                       And beyond…… 80




                                                                         40
Technology Partners




                                                 81




Presentation Collaborators & Colleagues

      Amy MacNulty
      President
      MACNULTY CONSULTING, LLC
      781.405.2298
      amy@macnultyconsulting.com

      Pat Salem, M.B.A.
      Vice President, Healthcare Planning & BI
      BITadvisors
      860.508.1865
      psalem@BITadvisors.com
      Mitch Ocampo, MCSD, MCDBA, MCT
      Practice Director, Microsoft BI
      BITadvisors
      617.359.8194
      mocampo@BITadvisors.com                    82




                                                      41
MacNulty Consulting, LLC
                               Amy MacNulty
Services                       With over 24 years of healthcare experience in
 Strategic                     Strategic Planning, Physician Strategies and
                               Regulatory Planning, Amy is a recognized
 Planning
                               leader in facilitation and providing panning
 Physician                     support for strengthening relationships
 Alignment                     between hospitals and physicians. Her client
 Community    engagements range from strategic planning to strengthening
 Needs        physician-hospital relationships to clinical services business
 Assessment   planning.
 Regulatory
              Formerly as Senior Principal and Northeast Region Manager for
 Planning
              Noblis, a nationally recognized science, technology, and strategy
              organization, she effectively combined her strategic planning,
              organizational development, and program design skills to manage a
              broad range of planning projects. Prior to her work at Noblis, Amy
              was Managing Principal and Owner of The Bristol Group, Inc.
              responsible for implementing firm-wide marketing activities,
              expanding the client base and developing new service offerings.      83




                                                                                        42

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Plan, Measure & Act! Best Practices in Linking Strategic Planning and Business Intelligence to Improve Performance

  • 1. NESHS Webinar Series Sponsored by Gold Sponsors : Berkshire Marketing Group “Plan, Measure & Act!” Best Practices in Linking Strategic Planning and  Business Intelligence to Improve Performance December 17, 2009 MACNULTY CONSULTING, LLC 2 1
  • 2. Presentation Collaborators & Colleagues Amy MacNulty President MACNULTY CONSULTING, LLC 781.405.2298 amy@macnultyconsulting.com Pat Salem, M.B.A. Vice President, Healthcare Planning & BI BITadvisors 860.508.1865 psalem@BITadvisors.com Mitch Ocampo, MCSD, MCDBA, MCT Practice Director, Microsoft BI BITadvisors 617.359.8194 mocampo@BITadvisors.com 3 Agenda 1. Results Oriented Enterprise Planning and Implementation 2. Closed‐Loop Planning – BI: “Plan, Measure & Act!” 3. Best Practices of BI and Dashboards: Tools, Techniques &  Mindset: “One Stop Reporting Platform” 4. Partners Case Study Questions & Answers 4 2
  • 3. ?? ?? ?? ?? If you have questions during the presentation, please submit them using the Q&A option at the top of your screen. We will address them at the conclusion of today’s event. 5 Organizing a Strategic Planning Process:  Typical Phases Phase 1 Phase 2 Phase 3 Strategic Assessment Strategic Thinking Strategic Planning Build the fact base to  Evaluate strategic  Define means to  support decision‐making alternatives & define  achieve desired  a preferred future future position  Interviews, surveys  Identification of key  Definition of goals and  and focus groups issues and critical  strategies Assessment of  success factors Framework for tactical  current position Review of mission/  planning Portfolio model vision/values Strategic financial plan Planning assumptions  Development of future  Communications plan and key uncertainties vision and metrics 6 3
  • 4. Planning process will result in the  Planning process will result in the  Why Plan? development of a plan document. development of a plan document. Understanding of key uncontrollable issues  likely to impact the organization in the future Environment, market, competition Establish position in light of these key uncontrollables Strengths and weaknesses Determine optimal alternative strategic directions Build consensus for an appropriate strategic direction among  stakeholders Identify measures for success  Plan, Measure and Act! 7 Raising the Bar: Best Practices for Healthcare  Strategic Planning How would you rate your organizations strategic planning  performance against following best practices?  Linked to all parts of organization Evolving, flexible and continuously improving Communication throughout the process Adherence to essential strategic planning components Financial analysis and outcomes secondary to strategic thinking Diverse competencies (vs. single core competency) drive the planning  process, i.e. key areas of competitive advantage Action  plans and strategic thinking at business unit level are emphasized Innovation and creativity are emphasized Performance management and knowledge management programs  are incorporated into strategic planning process Strategic planning changes from static to dynamic process Source: Raising the Bar: Best Practices for Healthcare Strategic Planning, Alan M.Zuckerman, HS&S, SHSMD Benchmarking Study, 2007. 8 4
  • 5. Strategic Thinking and Strategic Planning are Not the Same Thing Strategic Thinking Strategic Planning Conceptualizing the end Getting from here to there game Evaluating alternative Future state definition paths to reach future state Naming assumptions Resource allocation Combination of dialogue, Laying the course discussion, and debate 9 Strategic Planning Continuum Goal  Scenario  Traditional Alignment Dynamic Oriented Planning Models of Strategic Planning Linear‐ Top  Match  Environmental  Align Mission  Collaborative  Down Resources to  Scan and  and  with focus on  Capabilities Optimize  Performance Strategic  Response Thinking Opportunities for Success: Opportunities for Success: Focus on dynamic process than solutions will increase commitment Focus on dynamic process than solutions will increase commitment Link to management cycle for effective implementation Link to management cycle for effective implementation Combine planning discipline with increased capacity for creative thinking Combine planning discipline with increased capacity for creative thinking Build on strengths and identify opportunities to differentiate: “we are the Build on strengths and identify opportunities to differentiate: “we are the best because…” best because…” Source: HBR, Putting Leadership Back into Strategy 10 5
  • 6. Understanding  Strategic Issues 11 Where Do You Get Information? What are your biggest data challenges? Where have you been “creative?” How do you decide what information to share  with others in a planning process? When do you report back on progress? 12 6
  • 7. Quantitative Data Problems and Pitfalls Problem Potential Solution Data limited to inpatient services “Connect the dots” Lacking primary market research Just do it Out of date data Use what you have Reluctance to believe what the  Involve the right people information tells us Analysis paralysis Agree “what you need  to know” Inability to turn data into  Import expertise information 13 13 Qualitative Perspectives Method Benefits Limitations More "confidential" Interviewer bias is than focus groups possible One-on-One Allows for in-depth Time intensive Interviews exploration of topics (expensive) with each participant Limited number of people can be involved Allows more to Potential for “group participate think” Can begin process of Not possible to explore Focus Groups building consensus topics in depth with Can explore reasons each participant behind responses Good way to get input Biased sample from large numbers of Typically low response internal or external rates Written Surveys: constituents Generally not possible On-line/ Telephone On-Line can be less to explore reasons expensive than phone behind responses surveys and easy to tabulate 14 7
  • 8. Developing Elements of  the Strategic Plan 15 Planning Horizon Reach agreement about your planning timeframe Time Mission Vision 3 years? Goals 5 years? 10 years? Strategies Tactics Tactics Tactics 1 Year  Operating Plan 16 8
  • 9. Working Definitions Mission A long-standing statement describing an organization’s core purpose or reason for being. Values Intrinsic beliefs an organization cherishes above all others. Vision A statement describing an organization’s desired future position. Goals Desired end results toward which effort is directed. Strategic Metrics Measures and targets used to create clarity around desired outcome of the strategic plan and to monitor progress. Strategies Carefully designed plans for deploying resources to attain a favorable position. Tactics Specific steps to achieve strategies. Management Metrics Indicators that management monitors to measure performance on tactical steps. Resource Requirements/Budget Financial and non-financial needs to support implementation. 17 Strategic Metrics Strategic Metrics Measures and targets used to create clarity around desired outcome of the strategic plan and to monitor progress Strategic Management metrics can be metrics are developed developed at the at the strategy and vision or goal level tactic levels 18 9
  • 10. Competing on Analytics Champion Analytics from the Top “Use sophisticated Create a Single Analytics Initiative data-collection Focus Your Analytics Effort technology and analysis to Establish an Analytics Culture wring every last Hire the Right People drop of value from all your Use the Right Technology business processes.” Source: Competing on Analytics, Thomas H.Davenport, HBR, 2005. 19 Performance Management Balanced Scorecard ◦ Measures to help monitor strategy implementation and  performance Link Performance to Strategy Healthcare Executive Dashboard ◦ Financial Perspective ◦ Patient Perspective ◦ Internal Processes ◦ Learning & Growth 20 10
  • 11. Strategic Metrics Helpful Hints Limit the number of measures Emphasize outcome measures over process measures Use a balanced set of measures Ensure that measures are clear and the data are readily available Recognize data limitations Avoid measure “creep” 21 Translating the Plan  Into Action 22 11
  • 12. Tactical Planning Even good strategy isn’t enough Must determine capability for implementing strategy ◦ Timeliness – Is there so much to do  that effective plan implementation  is unlikely?  ◦ Affordability – Can we afford the plan,  in terms of operating expense and  capital expense? ◦ Availability of human resources – Do  we have the people with the right skills  to implement the plan?   Who will do What by When With What Resources to produce What Results 23 After the Plan is Done 24 12
  • 13. Three Types of Links Needed 1.  Functional links ◦ Strategic plan with long‐term financial plan Critical for avoiding the dreaded “Shelf‐itis” 2.  System plan to operating entity plan 3.  Links of plans with varying time horizons Strategic Annual Service Functional Plan Business Plan Line Plans Plans 25 Communicating the Plan Provide feedback to all stakeholders involved in the  process Provide sufficient information to support plan  implementation Protect key strategic information from competitors  ◦ How much of the plan is shared?  Support employee morale Everyone does NOT need ◦ Employees often the best  to receive the same level of plan detail! ambassadors ◦ Use multiple communications vehicles 26 13
  • 14. Monitoring Plan Implementation Frequency of reviews a function of plan time horizons  and the level at which the review is taking place Remember, this is a strategic plan ◦ Reviews in the early stages of the planning horizon  focus on actions, not outcomes ◦ Later reviews assess both actions and outcomes Management reviews typically occur on a semi‐annual  basis Board reviews should occur at least annually 27 Questions to Ask Do we have the correct goals categories? Are they still  realistic? Do they need to be changed? Is appropriate progress towards goal achievement being  made?  If not, is the issue one of strategy or execution?  How do you know? Do the strategies  or timelines require adjustment?  Are action steps being implemented in a timely and  effective fashion? If not, is the issue one of resources, execution, inappropriate steps  or unforeseen issues/complexity? 28 14
  • 15. Is your Plan on Target? Using Business Intelligence to ACT  like a metrics‐driven organization  Pat Salem, VP Planning & BI, BITadvisors 29 “Closing the Planning Loop” From strategy to execution & measurement Strategy Performance Management Dashboards, & Scorecards Insight Decisions Ad Hoc Reporting & Analytics Real-time “actionable” information; aligning actions with strategy Monitor key strategic metrics, quality, financial & operational Any Business Application performance. Report across data sources Execute across the continuum Any Data Source care network 30 15
  • 16. What is Business Intelligence? Business Intelligence (BI) technologies help an  organization collect, integrate, analyze and interpret  business information to support better decision‐making.  BI often uses metrics or key performance indicators (KPIs)  to assess the present state of business and to prescribe a  course of action, such as % Operating Margin, ALOS, FTE /  Adjusted Occupied Bed. 31 How we “do” reporting today….. “The Report Life Cycle” Call IT 911!! Get data extracts Into Power Point Into Access… Access… Out to Excel..& Pivot 32 16
  • 17. Schematic of BI Tool Set 33 Information Discovery and Delivery BI Creators Executive Management Business User Dashboards, Scorecards, KPIs Business Analysts Business User Ad-Hoc Queries, On-line Analytical Processing (OLAP) Front Line Employees IT Operational or Standard Reports 34 17
  • 18. DASHBOARDS and AD HOC Reports – What can they do? DASHBOARDS and AD HOC Reports – Dashboards provide organizations the ability to track performance of KPIs Visualizations align actions with strategy Alerts organizations to exception conditions Users can drill down to detail to see root cause Ad hoc reports provide users with a self-service environment Mangers can create reports from scratch or simply update existing reports Intuitive analysis via ad-hoc reports “on the fly” Quick adoption rate …ease of use 35 Data Lineage & Consistency ce ial rvi rt nc Se po a Fin port Re Re TRUST... Business Intelligence provides accurate & consistent information, for users to make timely business decisions Nursing Log Sheets 36 18
  • 19. Healthcare Drivers for BI ARRA & HITECH act provide incentives to stimulate EMR adoption. Economic challenges  / capital constraints – focus on financial performance & dashboards. Healthcare consumerism is fueling the need for transparency of hospital quality & cost data. Cost shifting spurs patients to become more involved in the healthcare purchasing decision. Hospitals face growing demand for services and declining reimbursements. CMS & private payers are moving toward “value‐driven healthcare.” The number of P4P initiatives is increasing. New emphasis on public reporting of quality data via “report cards”. HCAHPS / patient satisfaction used as a proxy for quality performance.  Hospitals face increased competition from new “retail” providers, e.g. Minute Clinic, Wal‐ Mart, Target,  Rite Aid….  37 BI for the “Continuum of Care” Retail  MD  Ambulatory Care Clinic Office CHC SDC s Acute Care Acute  LTC Hospital Hospital Post Acute Care Rehab Home  SNF Hospice Care 38 19
  • 20. BI Portal for Health Information Exchange  SUPPLIERS REGULATORY AGENCIES MDS & OTHER PROVIDERS PAYERS 39 BI for “Disparate” HC systems Clinical Ancillary External Finance IT Physician HR Initiatives Depart Data • GL / AR • Decision • Quality • ED • Credentialing • Budgeting • Time and • Utilization Support Measures • O.R. • Scheduling • Planning Attendance • Mkt. analysis • BI /Data • EMR • Pharmacy • MD Billing • Medical Warehouse • CPOE • Radiology • MD A/R Records • BPOC • PACS • RVU • Registration • Disease • Cath Lab • PQRI • Materials Surveillance • Laboratory (Supply Chain) • Laboratory • Pathology • Payroll • Patient Billing • Pharmacy Diverse Applications and Systems • Meditech • SAP • TEIC • McKesson • IDX • Kronos • WebMD/ • Eclipsys • BOBJ • Midas + • Siemens • Siemens • ADP Healthshare • Siemens • Eclipsys • Eclipsys • Cerner • McKesson • API • Press Ganey • McKesson • McKesson • Siemens • Emergsoft • Meditech • HCAHP • IDX • Trendstar • Cerner • Meditech • AHRQ • Lawson • Peoplesoft • Allscripts • MISYS • Claritas • Cognos • Eclinical • Mediware • Solucient • GE Centricity • IDX • GE 40 20
  • 21. Enterprise Healthcare Dashboards Quality Management  Strategic Initiatives  Volume Tracking  Financial Performance Patient Satisfaction  Supply Chain Management Staffing Productivity Operations/Business  Processes  Emerging trends in the healthcare industry  have accelerated the need to access more  timely, accurate and reliable data. 41 Executive Balanced Scorecard  Provides: Board level insight into key strategic  metrics Actual vs. Goal for: financial, patient,  internal  processes and growth Automated data collection / analytical  processes for organizational performance  scorecard. Historical trends and ability to drill down  into hierarchical detail to conduct root  cause analysis.  42 21
  • 22. Disease Management ‐ Diabetes Surveillance Provides: Conduct real‐time diabetic surveillance Connect directly to your EMR, practice  management, and financial systems Monitor alerts for patients with elevated  HgA1c levels (Hg A1c>9%) Facilitates UDS reporting under HRSA Identify patients that  have not had an annual  eye / foot exam or flu shot. Drill‐down  by site, provider & payer to view  patient clinical detail “on the fly” Track Hg A1c historical trends and quality  performance by payer Improve diabetic patient quality outcomes by  identifying high‐risk patients   Track and reduce healthcare racial disparities 43 Patient Census Tracking Provides: Patient census, occupancy, and bed  tracking data. The ability to connect to the hospital's  ADT system, and real‐time inpatient and  ED census monitoring Automated inpatient census tracking,  %  occupancy, and emergency department  volume by service. Census alerts anticipate patient flow  bottlenecks, identify pending discharges,  and improve staffing efficiency. 44 22
  • 23. Case Study ‐ Radiology Mitch Ocampo, MCSD, MCDBA, MCT Practice Director, Microsoft BI 45 MGH Imaging Imaging in four main locations 10 Radiology Divisions (Neuro, Body, Chest) 10 Main imaging groups (CT, MR, US, Xray…) 2000 Employees in Imaging 23
  • 24. MGH’s Goals  Strategic Planning Where are we gaining or losing business and why How can we serve patient population and referring physicians Tactical Operations Utilization trends Technologist & resource productivity Physician productivity Goals Cont…………. Monitor patient quality outcomes Comply with patient safety & regulatory  requirements Adhere to quality and safety programs Track compliance  Conduct research on utilization & patient  outcomes Innovation and best practices for Radiology “BI” 24
  • 25. Challenges Multiple data‐sources Multiple versions of truth Hard to gain access and use data Resource bottleneck for report writers Technology Decisions Build Radiology centric view of the world Cost vs benefits of owning the technology IMAP Buy Cost of Product/solution Missing functionality Cost of Consultants 25
  • 26. Roadmap Build the data model Determine the look and feel of dashboard Determine how to fill the “quadrants” of the  dashboard Develop graphs and scorecards MGH Radiology Dashboard MACNULTY CONSULTING, LLC 26
  • 27. Hand Hygiene MACNULTY CONSULTING, LLC MACNULTY CONSULTING, LLC 27
  • 28. MACNULTY CONSULTING, LLC MACNULTY CONSULTING, LLC 28
  • 29. MACNULTY CONSULTING, LLC MACNULTY CONSULTING, LLC 29
  • 30. MACNULTY CONSULTING, LLC MACNULTY CONSULTING, LLC 30
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  • 33. Question & Answer Session ? ? ? ? ? ? ? If you have questions, please submit them using the Question’s Pane in your GoToWebinar toolbar. If we are unable to address your question during today’s live session, a presenter will follow-up with you afterward. 65 Handouts Case Studies & Dashboard Examples 66 33
  • 34. Boston Medical Center uses BI to Analyze Nursing Operations, Outpatient metrics, and Quality of Care The Challenge Major changes in the healthcare industry ◦ Pay‐for‐performance ◦ Transparency of quality and safety data ◦ Patient empowerment Driving cost down ◦ Improve quality and safety of care ◦ Avoid healthcare associated infections ◦ Reduce length of stay Using data and analysis for improving process and outcomes Solution CDW for integrated data analysis Strategic and Operational Dashboards with Business Objects 67 Boston Medical Center uses BI to Analyze Nursing Operations, Outpatient metrics, and Quality of Care Benefits / Impact BMC Corporate Dashboard (VSSC) ◦ Individual Physician scorecard for credentialing Nursing Dashboard ◦ Hospital, specialty group and unit levels ◦ Insight to staffing costs ◦ 10 key metrics Outpatient Dashboard ◦ Department, clinic group, location, service, major billing code levels ◦ 3 key metrics ◦ Los, discharges, empty beds Access to care ◦ Department, clinic location, provider group, provider levels ◦ 6 key metrics Financial reports ◦ About 40 financial reports of Lawson data 68 34
  • 35. Gaylord Hospital & MEDITECH EDGE deployment for “Real-Time” Patient Real- Time” Census & Bed Tracking Dashboard The Challenge Executives needed a unified picture of Gaylord's patient population data  that would transcend the artificial segmentation created by the two EMR  systems and MEDITECH. Goal  to analyze, track and report on patient utilization, revenue, quality,  and costs across the entire continuum of care Manually managing over 30 Crystal Reports within the hospital each  month Solution Census data that formerly updated only at midnight now updates  automatically every 5 minutes via a dashboard. No more time wasted manually manipulating spreadsheets and slides just  to get a visual representation of data. Deployed Crystal Reports against the MEDITECH sql data repository. 69 Community Health Center (CHC) Alliance & EMR Data EDGE deployment for Patient Quality Dashboard The Challenge Compiling, aggregating and analyzing GE Centricity EMR data Need to benchmark patient quality data for network of 80 CHCs in Florida. Production reporting for Crystal Reports; scheduling and security. Solution Dashboard “Quick Start” for Edge deployment. Quality dashboard for Diabetes and Hypertension tracking. 70 35
  • 36. QuickVitalSigns – Executive Balanced Scorecard  Problem Addressed: Analysts manually compile their scorecard in a static Excel format. Target Market: CEOs, CFOs and the Board of Trustees Provides: Board level insight into key strategic metrics Actual vs. Goal for: financial, patient, internal   processes and growth Automated data collection / analytical  processes for organizational performance  scorecard. Historical trends and ability to drill down into  hierarchical detail to conduct root cause  analysis.  71 QuickVitalSigns – Physician Manpower Profiler Problem Addressed: Strategic Planners and Physician Relation staff need accurate & timely medical staff credentialing, utilization, and MD need projection data for program planning & MD recruitment. Provides: Medical Staff credentialing data at your  fingertips: status, location, age and FTE etc… Visual “Insight” into utilization trends by service,  sub‐specialty, and physician e.g. discharges, O.R.  cases  Dynamic MD Manpower planning tool keeps your  MD supply up‐to‐date, and provides “what‐if” capabilities for Mkt. Share and Census scenarios. Comparison of Actual vs. Budgeted data, with  flexible time period views (month, Qtr, Yr.). Automated data collection / analytical processes  for dashboard information delivery. 72 36
  • 37. QuickVitalSigns – CMS Core Measures Provides: Consolidated quality data. A reporting repository for CORE  measures & HCHAP benchmarked  satisfaction scores Historical trends for annual, quarterly  and monthly periods. Visual color coded alerts to identify  variance in performance against  targets. The ability to drill down from the  dashboard level to perform  "root cause analysis". 73 QuickVitalSigns‐ Disease Management  Diabetes Surveillance Provides: Conduct real‐time diabetic surveillance Connect directly to your EMR, practice  management, and financial systems Monitor alerts for patients with elevated  HgA1c levels (Hg A1c>9%) Facilitates UDS reporting under HRSA Identify patients that  have not had an annual  eye / foot exam or flu shot. Drill‐down  by site, provider & payer to view  patient clinical detail “on the fly” Track Hg A1c historical trends and quality  performance by payer Improve diabetic patient quality outcomes by  identifying high‐risk patients   Track and reduce healthcare racial disparities 74 37
  • 38. QuickVitalSigns – Patient Census Tracking Provides: Patient census, occupancy, and bed  tracking data. The ability to connect to the hospital's  ADT system, and real‐time inpatient and  ED census monitoring Automated inpatient census tracking,  %  occupancy, and emergency department  volume by service. Census alerts anticipate patient flow  bottlenecks, identify pending discharges,  and improve staffing efficiency. 75 Physician Manpower Profiler Problem Addressed: Strategic Planners and Physician Relation staff need accurate & timely medical staff credentialing, utilization, and MD need projection data for program planning & MD recruitment. Provides: Medical Staff credentialing data at your  fingertips: status, location, age and FTE etc… Visual “Insight” into utilization trends by service,  sub‐specialty, and physician e.g. discharges, O.R.  cases  Dynamic MD Manpower planning tool keeps your  MD supply up‐to‐date, and provides “what‐if” capabilities for Mkt. Share and Census scenarios. Comparison of Actual vs. Budgeted data, with  flexible time period views (month, Qtr, Yr.). Automated data collection / analytical processes  for dashboard information delivery. 76 38
  • 39. QuickVitalSigns – Practice Management Dashboard Problem Addressed: Healthcare administrators need accurate, timely, and “actionable” information to manage their ambulatory facilities. Provides: Practice management overview at your fingertips   Visual “Insight” into key metrics: Financial,  Utilization, Productivity,  Coding, Quality Comparison of Actual vs. Budgeted data, with  flexible time period views (month, Qtr, Yr.). Automated data collection / analytical processes  for dashboard information delivery. Interactive and intuitive features provide users  with the ability to navigate and drill down into  hierarchical detail: Physician, Payer, CPT 77 78 39
  • 40. QuickVitalSigns – EMR Meaningful Use Dashboard Provides: Incorporates the HITECH quality  measures  required for “Meaningful  Use” to date… Historical trends for annual, quarterly  and monthly periods. Visual color coded alerts to identify          variance in performance against  targets. The ability to drill down from the           dashboard level to perform  root cause analysis “on the fly” Dashboard can either sit on top of  existing EMR & other data sources OR Jumpstart Quality reporting during  EMR implementation, or before EMR  selection via a quality data repository 79 BITadvisors Healthcare Business Intelligence Specialists Premier professional services organization  focused on Data Management, Business  Intelligence, and Project Management across the  United States and Canada Proven best practices and methodology : Data Warehousing and Reporting;  Corporate Performance Management; Enterprise Application Integration; Project Management Dashboards & Scorecards Over 500 successful implementations in New  England, leveraging solution accelerators for  industry verticals (Healthcare) And beyond…… 80 40
  • 41. Technology Partners 81 Presentation Collaborators & Colleagues Amy MacNulty President MACNULTY CONSULTING, LLC 781.405.2298 amy@macnultyconsulting.com Pat Salem, M.B.A. Vice President, Healthcare Planning & BI BITadvisors 860.508.1865 psalem@BITadvisors.com Mitch Ocampo, MCSD, MCDBA, MCT Practice Director, Microsoft BI BITadvisors 617.359.8194 mocampo@BITadvisors.com 82 41
  • 42. MacNulty Consulting, LLC Amy MacNulty Services With over 24 years of healthcare experience in Strategic Strategic Planning, Physician Strategies and Regulatory Planning, Amy is a recognized Planning leader in facilitation and providing panning Physician support for strengthening relationships Alignment between hospitals and physicians. Her client Community engagements range from strategic planning to strengthening Needs physician-hospital relationships to clinical services business Assessment planning. Regulatory Formerly as Senior Principal and Northeast Region Manager for Planning Noblis, a nationally recognized science, technology, and strategy organization, she effectively combined her strategic planning, organizational development, and program design skills to manage a broad range of planning projects. Prior to her work at Noblis, Amy was Managing Principal and Owner of The Bristol Group, Inc. responsible for implementing firm-wide marketing activities, expanding the client base and developing new service offerings. 83 42