board meeting - maryland health benefit exchange€¦ · board meeting april 17, 2017 it updates...
TRANSCRIPT
Agenda
MHBE CIO Introduction
IT Dashboard
Key Functionalities by Category
Technology Migration - Status
MCO Shopping Integration - Status
CRM and LMS Integration - Status
MD THINK & MHBE
Q & A
MHBE CIO
Chief Information OfficerMaryland Health Benefit Exchange
Venkat R. Koshanam
Joined MHBE in May 2015 as PMO Director, successfully established IT Program
Management function overseeing complex IT initiatives and budget of ~$35 million.
Led the EDI Operations, Reporting, Quality Assurance and Special Projects functions.
Promoted to Deputy CIO in September 2016 and CIO in March 2017.
Over 22 years of hands-on IT experience in managing complex IT systems, leading
diverse teams and overseeing multi-million dollar budgets.
Bachelor of Science in Applied Science, Bachelor of Technology in Aerospace
Engineering, Master of Science in Management of IT degrees and various industry
standard certifications such as the PMP, PMI-ACP, ITIL, CISA, CSM, IT Benchmarking
and Advanced Program Management from Stanford University.
Over 22 years of IT
experience including 7 years
as CEO of an enterprise
software solutions firm,
strong educational
background, diverse and
hands-on IT experience
Career Highlights
IT Dashboard
Highlights - MD HBX Activities
M&
O R
ele
as
es
En
ha
nc
em
en
tsS
pe
cia
l P
roje
cts
Requirements
Design / Dev.
Testing
Implementation
Planning
Special Projects
Complete On-Track Planned At Risk
PMO, Security & IT Operations
Audit & Compliance support
EDI Operations,1095-A reconciliations
Continuous improvements to the CMS, IRS, DHMH and
other stakeholder reporting
Program management support to various initiatives
Quality Assurance and Test Automation initiatives
Reports consolidation and BI initiatives
Update online application income pages
Use Non-ESI MEC call for Medicaid
Coverage group changes
Medicaid and QHP defect fixes
QHP 834 override for escalated cases
PARIS (Phase 2)
Technology migration –
ForgeRock/SailPoint,
EDB Postgres, Content
Manager (Mongo DB)
Implement PARIS
Interface (Phase 1)
MCO Plan Shopping
Provider Directory
Integration
AUG
Title II income check
Attestation of incarceration
Audit trail improvements
XML based payment file
submission
Unscheduled redetermination for
Medicaid
FEB JUN
Requirements
Design / Dev.
Testing
Implementation
Planning
Status Key Functionalities
APR
Status Key Functionalities
Requirements
Design / Dev.
Testing
Implementation
Planning
Status Key Functionalities
Requirements
Design / Dev.
Testing
Implementation
Planning
SEP
Status Key Functionalities
Requirements
Design / Dev.
Testing
Implementation
Planning Prioritization in progress
with a focus on defect
fixes
Plan Certification
Renewals
DEC
Requirements
Design / Dev.
Testing
Implementation
Planning
Status Key Functionalities
CRM Phase 2 – DHMH
Integration
JUL
Requirements
Design / Dev.
Testing
Implementation
Planning Implement
Salesforce CRM
Phase 1 –
includes HBX
Integration
Status Key Functionalities
Mobile Release:
Mobile release deployed on 04/01/2017
No issues reported from the users
Salesforce CRM integration:
Phase 1 Testing in progress
Phase 2 Requirements Development on schedule
MCO plan shopping integration:
Requirements and Design completed
Sprints 1 and 2 development completed
TARGET DEPLOYMENT
ACTIVITY OPERATIONAL EFFICIENCY
COMPLIANCE COST SAVINGS
APRIL 2017
• Technology Replacement- EDB Postgres, Mongo DB,
SailPoint IdentityIQ, ForgeRock Open AM
• PARIS Interface integration
JUNE 2017
• 834 override functionality for escalated cases and error
resolution
• Update the online application income screens to improve
consumer experience and reduce incorrect reporting of
income
• Electronic transfer of Voter Registration information to State
Board of Elections
• Implement Non-ESI MEC call for Medicaid
• On a monthly basis, check the MAGI Medicaid population
for Non-MAGI coverage
AUGUST 2017
• MCO plan shopping integration
• Provide MCO selection functionality to enter Medicaid
population through HBX
• Provide seamless and instantaneous enrollment for all
MAGI Medicaid consumers
• Add ability for consumers to change MCOs directly using
the online application without call center assistance
• Add ability for consumers to select their PCP along with
MCO plan selection
Key Functionalities by Category
Technology Migration – Status
JUNE JULY NOV DEC
JAN
REQUIREMENT GATHERING / PROOF OF CONCEPT
AUG OCTSEP
DEVELOPMENT
FEB MAR
TESTING
APR MAY JUN
POST DEPLOYMENT MONITORING
2016
2017
GO-LIVE
STABILIZATION
New solution stack successfully deployed on April 2
MCO Shopping Integration - Status
SEP
NOV DEC JAN MARFEB JUNAPR MAY JUL AUG SEP
Requirements & Scope
Design
Development
INT/UAT/Art Negative Testing
Training
Testing with MCOs
Testing with MMIS
Application demonstration Go Live
Requirements and ScopeDesign Development – Sprints 1 and 2 completed
Stabilization and Monitoring
Salesforce CRM Integration - Status
JAN FEB MAR MAYAPR AUGJUN JUL
Requirements and Scope
Data cleansing for migration
Design and Development
System integration Testing
UAT
User Training
Solution migration
Post-deployment support
GO LIVE
1
2
3
486
7
5
Requirements and ScopeDesign completedPhase 1 Development completed Initial data extraction completedTesting – Phase 1 in progress
Appinium license acquisition and code freeze
LMS Implementation - Status
2017Nov Dec 2017 Feb Mar Apr May
Infrastructure set-up [Salesforce environment and communities]
11/4/2016
Credentialling - Stakeholder sign-off on Requirements
3/3/2017
LMS Sprints begin
11/7/2016
LMS Sprints end
2/9/2017
End-to-end testing completed
3/21/2017
Production Deployment
4/14/2017
Post deployment support5/26/2017
Requirements gathering
Environment set-up
Communication channels
LMS Sprints
11/7/2016 11/25/2016SPRINT 1
11/28/2016 12/16/2016SPRINT 2
12/19/2016 1/16/2017SPRINT 3
1/16/2017 2/9/2017SPRINTS 4 & 5
Stakeholder Testing
Stakeholder Preparation - User Account Creation
LMS Training and Support
Production Deployment
Post deployment support
MD THINK and MHBE
Common MD THINK hosting platform on AWS cloud Migrate HBX solution first
Security stack
HBX DHR and DHMH systems
Shared Data Repository
Secured data flowMove data from EDB
Postgres to SDR
Security stack integration support
API Development
Back-end integration support
Funds to MHBE from DHR through MoU
$ 2.5 million for FY 2018 for ~ 16
resources at MHBE to perform the DDI work identified in the workflow diagram
IDIQ-NTE increase request for 2018 will be presented for vote in May 2017
Advantages to MHBE: 1. 20% Cost savings over
current Hosting contract2. Early integration with
MDTHINK will enable technology stabilization ahead of September 2018 Go-live
12
MD THINK is a transformational, groundbreaking technology program that will modernize all
the major Health and Human Services Systems in the State of Maryland
Overview
Shared Services
Shared Data Repository
Mission Specific Applications
Access Control & Governance
CARES
DHR-FIA
DHMH
Cottage
Apps
CSES
DHR-CSEA
CHESSIE
DHR-SSA
ASSIST
DJS
MHC
MHBE
Point to Point Access Control and Governance for Workers
Siloed Systems with Disjointed User Experience
Centralized Access Control and Governance for All Workers
Streamlined User Experience
Fu
ture
Sta
te
13
Mobile Apps
Web AccessAccess Management Identity Management
Consumer
Benefits Portal
Eligibility Determination Business Rules
(SNAP, TANF, MORA, OHEP, QHP, APTC, Medicaid, CHIP, …)
ESBBatch Interfaces & ETL
(Federal, State Agencies)
Data
API Management
Business Process Management
Applications
IE Worker portal
Consumer API (s)
API Gateway
Worker API(s)
Data Integration
MHBE Consumer
Portal
MHBE Worker
Portal
Child Welfare
Worker Portal
Child Support
Worker Portal
Document Generation & Notices Enterprise Search
Analytics & Reporting
MDM(Client & Provider Index)
Document Management Big Data Analytics System Monitoring Audit Logging & Analysis
De
plo
ym
ent
Ma
na
ge
me
nt
(De
vO
ps)
• Flexible, auto-scaling “pay
as you go” Cloud
infrastructure
• Integrated web & mobile
platform for consumers and
workers to provide user
friendly and efficient access
• APIs for all client and
worker functions, and for
all business and technical
areas to support plug and
play architecture
• Well defined Shared
Platform for supporting all
Agency Apps, architected
for additional agencies
across the State
• Shared Data Repository
provides a 360 degree
view and advanced
analytics across all
programs and various
product databases
HighlightsCloud
Infrastructure RIDP
FDSH Interfaces
Other Federal
Interfaces
State Interfaces
SSA
VAHI
VLP
MEC
Max APTC
IRS
SSA
DRS
ACF
MMIS/DHMH
EBT/EFT
Bureau of Empl. Prog.
State Treasury
LDSS
Leverage from MHBE
Shared Data/Document
Repository
MHBE DB CW COTS DB CS COTS DB
ESB COTS DB BPM COTS DB MDM COTS DBShared Platform
Agency Applications
Legend:
Enroll
MHC
MD
Benefits
MD IE
Worker
MD CW
Worker
MD CS
Worker
The MD THINK Application Architecture will provide a groundbreaking shared platform
supporting multiple Mission Specific Applications
Application Architecture
14
Program Roadmap
MD THINK will implement 12 major projects to achieve the future state, taking an agile
approach with multiple releases through the duration of the program
1
2
3
4
5
6
7
8
9
10
11
12
Project ID
Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
2017 2019
Base Infrastructure
Sep 2017
HBX
Integration
EE Release
Jun 2018
CW Live
Sep 2018
EE Release
Dec 2018
Shared
Plat.
Complete
CS Live
Jun 2019
EE Complete
Sep 2019
MD THINK Complete
Dec 2019
MORA
Sep 2017
ABAWD, OHEP
Jan 31
FSP
Jun 2018
TCA,TDAP, Non-MAGI MA
Dec 2018
PAA, EAFC, Burial
Jul 2019
4/17 - 9/17AWS, DevOps, Monitoring, Audit
4/17 - 9/17Identity & Access Management (AWS)
4/17 - 9/17API Gateway, API Management (AWS)
Consumer & Worker APIs (HBX Integration)
4/17 - 12/19Shared Data Repository, Big Data, Analytics & Reporting
6/17 - 6/18MDM, Enterprise Search
7/17 - 9/18Child Welfare/DJS Worker Portal & Mobile Apps – CHESSIE/DJS Assist Replacement
7/17 - 6/19Eligibility Determination Business Rules (All Programs)
7/17 - 6/19ESB, Data Integration, BPM, Batch Interfaces, ETL
7/17 - 6/19Document Generation & Notices, Document Management
7/17 - 9/19Eligibility & Exchange (Consumer Benefits & EE Worker Portals & Mobile Apps) - CARES Replacement
1/18 - 6/19Child Support Worker Portal & Mobile Apps
Project Name
Consumer & Worker APIs (All Client & Worker Systems) 4/17 - 6/19
15
Where do we Stand
Advance Planning Document (APD) is Approved
Finalized the Program Road Map & Solution Architecture
Cloud Infrastructure Set up Work is in progress
Configuration Team/Software procurement is in progress
1
2
3
4
Actively working on all aspects of program structure, team building, solution architecture,
program planning and execution of projects that are underway
Technology Migration – modernized architecture (80% cost saving over 5 years)
Presentation Layer
Consumer Portal Worker Portal
Shared Services
DMZWebSEAL
Business Layer
Corticon FUSE ESB JBOSS APP Server
Content Management
FileNet CE FileNet PE
Presentation Layer
Consumer Portal Worker Portal
Shared Services
DMZ
Apache HTTP Server OPENAM AGENT
Business Layer
Corticon FUSE ESB JBOSS APP Server
EDB Postgres
Identity/Access Management Layer
FORGEROCK (OPENAM)
SailPoint (IdentityIQ)
Active Directory SQLServer
Existing Component New Component
Modernizing
DB2
Identity/Access Management Layer
Active Directory
ISIMISAM
DB2
DB2
Content Management
MHBE Content Manager MHBE Workflow
MongoDB
Data Layer Data Layer
ApplicationFunctional Area
MobileIntegration
Interface/ Batches Security Functions Data Conversion / Reports
SPRINT 1 Initial Application Processing
N/A • CRISP Interface,• Notices related to MCO
eligibility
Access control for SVN and database
Provider data migration from CRISP
SPRINT 2 Processing a change report on an application.
Initial Application Processing
• MMIS Interfaces,• Notices related to MCO
enrollment
Role Based Access control for application functions
Stakeholder Reports
SPRINT 3 Integration of Provider directory to support the MCO selection
Processing a change report on an application.
• Updates to the existing Notices for the text changes
• MCO Interfaces (834 Generation )
Secure access control and encryption for PHIinformation( HSNI)
Executive reports
SPRINT 4 Auto assignment of MCO and Reenrollment
Integration of Provider directory to support the MCO selection
• Art Negative Interfaces to support MCO correspondence
• HSNI Interface
Roles configuration to access application for MCO selection
Data migration for existing MCO consumers
SPRINT 5 Test and Fix Mode Auto assignment of MCO and Reenrollment
• DHMH Eligibility interface to consume MCO eligibility
MCO/DHMHreconciliation reports
HSNI – Health Service Needs InformationCRISP – Chesapeake Regional Information System for PatientsPHI – Protected Health Information MCO – Managed Care Organization
MCO Shopping Execution Approach
Build/Configure Integration Convert Data and Generate Reports
Test, Train and Deploy
SPRINT 1 Configure Cases, Contacts and all custom objects
Set up of Integration Sandboxes Complete Data Extraction from Oracle CRM
Set up Testing Environment
SPRINT 2 Configure Case Assignment and Escalation Rules
LMS Integration & Analysis/Design of CTI Integration
Field Mapping and Conversion Strategy Defined
UAT – Sprint 1 Testing
SPRINT 3 Set up of Email Alerts and Task Management
Design of HBX Integration & Environment Set up
Design Data Archival Solution and Develop Environments
UAT – Sprint 2 TestingStakeholder – Sprint 1 Testing
SPRINT 4 Set up Roles, Profiles and Data Security Model
Build HBX Integration Data Cleansing StrategyDefined and Implemented
UAT – Sprint 3 TestingStakeholder – Sprint 2 Testing
SPRINT 5 Set up Knowledge Base, Email2Case, Web2Case
Build CTI Integration* Pilot Data Migration with Complete Data Set to identify Challenges
UAT – Sprint 4 TestingStakeholder - Sprint 3 Testing
SPRINT 6 Build Identified Visualforce Pages & Enhance User Experience
Complete Build and Deploy Integration to Test Environment
Build Reports and Dashboards UAT – Sprint 5 TestingStakeholder – Sprint 4 Testing
SPRINT 7 Integrate All Modules and Go Live Deployment
All Bugs fixed and Deploy Integration to Production
Data Cleaned, Archived and Perform Go Live Data Migration
End to End Testing and Stakeholder Training and Approval
CRM Salesforce Execution Approach