hybrid analytics in healthcare: leveraging power bi and office 365 to make smarter business...

Hybrid Analytics in Healthcare: Leveraging Power BI

and Office 365 to Make Smarter Business Decisions

facebook.com/perficienttwitter.com/Perficient_MSFT

twitter.com/Perficient_HClinkedin.com/company/perficient

Perficient is a leading information technology consulting firm serving clients throughout

North America.

We help clients implement business-driven technology solutions that integrate business

processes, improve worker productivity, increase customer loyalty and create a more agile

enterprise to better respond to new business opportunities.

About Perficient

3

• Founded in 1997

• Public, NASDAQ: PRFT

• 2013 revenue $373 million

• Major market locations:

• Allentown, Atlanta, Boston, Charlotte, Chicago, Cincinnati,

Columbus, Dallas, Denver, Detroit, Fairfax, Houston,

Indianapolis, Minneapolis, New York City, Northern

California, Oxford (UK), Philadelphia, Southern California,

St. Louis, Toronto, Washington, D.C.

• Global delivery centers in China and India

• >2,200 colleagues

• Dedicated solution practices

• ~90% repeat business rate

• Alliance partnerships with major technology vendors

• Multiple vendor/industry technology and growth awards

Perficient Profile

BUSINESS SOLUTIONS

Business Intelligence

Business Process Management

Customer Experience and CRM

Enterprise Performance Management

Enterprise Resource Planning

Experience Design (XD)

Management Consulting

TECHNOLOGY SOLUTIONS

Business Integration/SOA

Cloud Services

Commerce

Content Management

Custom Application Development

Education

Information Management

Mobile Platforms

Platform Integration

Portal & Social

Our Solutions Expertise

Our Microsoft Practice

National Service ProviderPerficient is a top Microsoft National Service Provider (NSP), one of only 34 elite

partners in the United States, with more than 2,000 employees nationwide.

Partner Advisory CouncilsPerficient is one of approximately 20 organizations worldwide to participate in 3

Microsoft Partner Advisory Councils: SharePoint, Office 365 and Unified

Communications.

Solution AreasPerficient is a leader in delivering solutions with Office 365, Azure, SharePoint,

Business Intelligence, social business solutions including Yammer, as well as Lync,

Dynamics CRM and Sitecore.

National Healthcare Practice

Experts in Consumer-Driven Healthcare Technology

HEALTH PLAN PROVIDER

Connected

Health

Business Intelligence

and Analytics

Interoperability

& Integration

Information

Exchange

Regulatory

Compliance

Solutions & Services

CONSUMERS

Glo

ba

l D

eli

ve

ry C

en

ters

/Off

sh

ore

De

live

ry

Do

me

sti

c D

eli

ve

ry C

en

ter

Select Clients

Speakers

Duane Schafer

Director

Microsoft BI Practice

Perficient

Steven Gregor

Technical Consultant

Perficient

Heidi Rozmiarek

Assistant Director

IT Development

Meriter | UnityPoint Health

What I’ll cover:

• Architectural Components & Functions

• Architecture Options

• On Premises, Hybrid, Cloud

• Delivery Considerations

Architectural Components - Core Functions

• Structured / Unstructured Data

• Staging / Permanent Storage

• Integration Services• MDM / Quality

Services• ODS / DW Structures• Enterprise Business

Key creation• Metadata Storage• Security

• (BISM) Semantic / Abstraction Layer

• KPI Creation• Aggregations• Hierarchies• Business Rules• Data Refresh /

Storage modes• Metadata Creation /

Consumption• Security

• Portal Services• Traditional / Self-

service Reporting• Dashboards /

Scorecards• Data Discovery• Internal / External

Users• Information

Segmentation• Metadata

Consumption• Security

Data Architecture Analytics Delivery

Core Technologies – On Premises

SQL Server• DBMS (DBMS

Services)• SSIS (Integration

Services)• MDS / DQS (MDM /

Quality Services)

SQL Server• SSAS (Analytic

Services)• Disk-based vs In-

memory processing• Multidimensional• Tabular• Power Pivot

• SSRS (Reporting Services)

SharePoint• BI Center / Admin• Delivery Services

• Excel Connectivity• Power Pivot

Gallery• BISM Connectors

Office (Excel)• Power Query• Power Pivot• Power View• Power Map

Data Architecture Analytics Delivery

Core Technologies – Hybrid

SQL Server• DBMS (DBMS

Services)• SSIS (Integration

Services)• MDS / DQS (MDM /

Quality Services)

SQL Server• SSAS (Analytic

Services)• Disk-based vs In-

memory processing• Multidimensional• Tabular• Power Pivot

• SSRS (Reporting Services)

SharePoint Online• PowerBI Sites / Admin

(BI Center)• Delivery Services

• Excel Connectivity• Data Management

GatewayOffice 365 (PowerBI & Excel)• Power Tools• Q&A (Natural

Language Processing)• Power View

Forecasting

Data Architecture Analytics Delivery

Core Technologies – Cloud

SQL Server (Azure VM)• DBMS (DBMS

Services)• SSIS (Integration

Services)• MDS / DQS (MDM /

Quality Services)

SQL Server (Azure VM)• SSAS (Analytic

Services)• Disk-based vs In-

memory processing• Multidimensional• Tabular• Power Pivot

• SSRS (Reporting Services)

SharePoint Online• Power BI Sites / Admin

(BI Center)• Delivery Services

• Excel Connectivity• Data Management

GatewayOffice 365 (Power BI & Excel)• Power Tools• Q&A (Natural

Language Processing)• Power View

Forecasting

Data Architecture Analytics Delivery

*Note – SQL 2014 DW Edition in Azure is an option here

Big Data Technologies – On Premises

Analytic Platform System • PDW

• Structured Data• MPP Architecture• Petabyte Scale

• HDInsight• Unstructured Data• Parallelism across

commodity HW• Based on Apache

Hadoop

SQL Server• SSAS (Analytic

Services)• Disk-based vs In-

memory processing• Multidimensional• Tabular• Power Pivot

• SSRS (Reporting Services)

SharePoint• BI Center / Admin• Delivery Services

• Excel Connectivity• Power Pivot

Gallery• BISM Connectors

Office (Excel)• Power Query• Power Pivot• Power View• Power Map

Data Architecture Analytics Delivery

PolyBase for distributed queries

Big Data Technologies – Hybrid

Analytic Platform System • PDW

• Structured Data• MPP Architecture• Petabyte Scale

SQL Server• SSAS (Analytic

Services)• Disk-based vs In-

memory processing• Multidimensional• Tabular• Power Pivot

• SSRS (Reporting Services)

SharePoint Online• Power BI Sites / Admin

(BI Center)• Delivery Services

• Excel Connectivity• Data Management

GatewayOffice 365 (Power BI & Excel)• Power Tools• Q&A (Natural

Language Processing)• Power View

Forecasting

Data Architecture Analytics Delivery

• HDInsight (Azure)• Unstructured Data• Parallelism across

commodity HW• Based on Apache

Hadoop

PolyBase for distributed queries

Big Data Technologies – Cloud

Analytic Platform System • PDW

• Structured Data• MPP Architecture• Petabyte Scale

SQL Server (Azure VM)• SSAS (Analytic

Services)• Disk-based vs In-

memory processing• Multidimensional• Tabular• Power Pivot

• SSRS (Reporting Services)

SharePoint Online• Power BI Sites / Admin

(BI Center)• Delivery Services

• Excel Connectivity• Data Management

GatewayOffice 365 (Power BI & Excel)• Power Tools• Q&A (Natural

Language Processing)• Power View

Forecasting

Data Architecture Analytics Delivery

• HDInsight (Azure)• Unstructured Data• Parallelism across

commodity HW• Based on Apache

Hadoop

PolyBase for distributed queries

Segment users based on technical abilities

Delivery Considerations

Delivery Considerations

Introduce technologies according to their capabilities

Power BI Overview

What I’ll cover:

• Introduce Power BI

• Overview of features

• Security and Data Management Gateways

• Live demo of various components

• Conclusion

Power BI:

• Is an analytical component of Microsoft Office 365 cloud service

• Can be thought of as a cloud-based alternative to the familiar “BI Center” that exists in typical on-premises SharePoint farms

• Provides self-service business intelligence tools that integrate very closely with Excel

Introducing Power BI

Features and abilities:

• Allows users to tap into enterprise source data that is stored either on premises or in the cloud, for example using the Azure service

• Clean, transform and merge data with built in tools such as Power Query

• Model your data using Power Pivot

• Create relationships between source tables, ex. from a DW

• Build custom measures using business friendly DAX language

• Construct hierarchies and KPIs

• Leverage in-memory engine for query speed optimization

• Perform automated data refreshes from your source data

Overview of Power BI Features

More Features:

• Visualize and explore your data using Power View

• Can be developed by IT and/or “self-service” data discovery tool

• Drag and drop simplified development

• Visualization layer that runs on top of a MD data source, such as a Power Pivot Model

Overview of Power BI Features

Additional miscellaneous functionality:

• Q&A natural query language searches

• Ex: “Total revenue by year for the state of Florida”

• Power View statistical model forecasting

• Power Map

• Visualize geospatial data layered onto Bing maps

Overview of Power BI Features

Security:

• Security model is similar to traditional SharePoint

• Secure your sites and content using SP groups and users

• Can be integrated with your existing active directory to manage credentials

Data Management Gateways:

• Provides the ability to perform automatic data refreshes

• Client side DMG agent used to expose your enterprise data to Power BI

• Tool is installed on DB server, and registered in Office 365 Admin Center

Security and Data Management Gateways

Live Demo of Power BI

To wrap up, Power BI is:

• An analytical component of Office 365

• Intended to be business user friendly and unlock self-service capabilities

Introducing Heidi Rozmiarek from UnityPoint Health

• She will be describing how her team has successfully leveraged certain Microsoft Power Tools

Thank you for your time today!

Steven Gregor, Technical Consultant

Steven.Gregor@Perficient.com

Power BI Overview Conclusion

UnityPoint Health

Architecting a Successful Analytics Infrastructure

Who Is UnityPoint Health?

At a GlanceUnityPoint Health

13th

$3.7Billion

28,676TOTAL EMPLOYEES

$4.5 MillionYEARLY PATIENT VISITS

154,717ADMISSIONS

LARGEST NONPROFITHEALTH SYSTEM

TOTAL PROJECTED ANNUAL REVENUE

3,707/3,069LICENSED/STAFFED BEDS

The Simple Question

• It starts with a simple question...

“How many patients are visiting Clinic X per year?”

• And a follow-on question…

“Where do the patients that visit Clinic X live?”

• And another…

“Of the patients visiting clinic x, how many live in City A?”

• And another, slowly growing in complexity…

“Of those patients that live in city a, how many see Provider B?

The Simple Gets Complex

Until the answer requires aggregating, cleansing, and deciphering a

complex web of information.

Complex Questions, Simple Solutions

• The questions are complex, but the solutions don’t have to be.

• Guiding Principles for Tool Selection:

– Leverage existing investments where

possible

– Use tools users are familiar with to

empower self-service

– Maintain tight integration between systems

– Choose tools that are easily deployed

– Deliver cost effective solutions

• The Choice:

Microsoft Business Intelligence Platform

Architecting the Solution

Internal Data Stores

External Data Feeds

Collect Discover Share

Cloud Data

Collecting & Cleansing the Data

PowerQuery

Modeling the Data

PowerPivot

Modeling the Data

PowerPivot

Modeling the Data

PowerPivot

Visualizing & Reporting the Answer

PowerMap & PowerView

Visualizing & Reporting the Answer

PowerView & Excel Dashboards

Visualizing & Reporting the Answer

Visualizing & Reporting the Answer

Architecting the Future

Moving to a hybrid on-premises/cloud solution (Q4 2014 – 2015)

Key Takeaways

• Power BI transforms Excel

– PowerQuery allows for data acquisition & cleansing

– PowerPivot enables data modeling & cube development

– PowerView & PowerMap fuel advanced visualization

• Power BI & SSRS transform SharePoint into an analytics hub

– Sharing of PowerPivot data models

– Sharing of PowerView dashboards

– SSRS running in SharePoint integrated mode allows reports to sit alongside dashboards

• End user adoption is rapid

– Familiarity of Excel & SharePoint allows quick ramp up

– Analyst layer of the organization will flourish

– Build an environment that can “grow with you”

The Connected Healthcare Enterprisebit.ly/1wlOzQm

Connect with Perficient