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Page 1: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting
Page 2: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Taking Data to the EdgeTransforming how Premera Blue Cross delivers, defines and communicates information and insights using visual analytics

# T C 1 8

Eric Valpey

Actuary, R&D

Premera Blue Cross

Naomi Raymond

Lead Data Consultant

Premera Blue Cross

Page 3: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Naomi Raymond

Eric Valpey

Lead Healthcare Data Consultant

Corporate Data & Analytics

Premera Blue Cross

[email protected]

Research & Development Actuary

Corporate Data & Analytics

Premera Blue Cross

[email protected]

@Valpey Valpidated Naomilynne naomi.raymond

Introductions

Page 4: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Independent licensee of the Blue Cross Blue Shield Association

Operating in Washington (state) since 1933, and Alaska since 1952

Health, vision, dental, stop-loss, life & disability, wellness and related products

Covering 2.1 million people and 7 of 11 Fortune 500 companies in our service area

Located 10 miles north of beautiful Seattle, WA and Tableau HQ

“OUR PURPOSE IS TO IMPROVE CUSTOMERS’ LIVES BY MAKING HEALTHCARE WORK BETTER.”

Who is Premera Blue Cross?

For more information, visit www.premera.com

Page 5: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Themes

Page 6: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

DATA IMMEDIACY DATA CUSTODY DATA LANGUAGE

Themes

Page 7: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Time between when events happen and when we see them represented in our data

Data immediacy

IMMEDIACY ACCURACY

Page 8: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Entities responsible for the definition, delivery, and security of our data

Data custody

DATA ENGINEERS SUBJECT MATTER EXPERTS

Page 9: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

How we ensure that the data we communicate is interpreted correctly

Data language

DATA EXPLORATION STORYTELLING

Page 10: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Affordable Care Act

Page 11: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Affordable Care Act

Page 12: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Affordable Care Act

Page 13: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Medicare Advantage

Page 14: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Medicare Advantage

72? 67?

68?75?

79?

63? 70?

Page 15: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Medicare Advantage

Reporting limited to spreadsheet solution

Manual process to acquire and deliver “Data”

No interaction

Lengthy turnaround

Page 16: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Deliver Data to Those Who Need It

Page 17: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

INFORMATICS

Quicker response time / single use

AC

CU

RA

CY

IMMEDIACY

SELF

Manual, time intensive, limited access

BUSINESS INTELLIGENCE

Lengthy lead time, self-serve after

Trade-off frontier

Page 18: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

DEPARTMENTAL DATAMARTS

Ensure technical accuracy

DA

TA

EN

GIN

EE

RS

SUBJECT MATTER EXPERTS

INDIVIDUAL ANALYST

Contextual relevance, prone to error

INFORMATION TECHNOLOGY

Formalized, documented, data dictionary

Trade-off frontier

Page 19: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

SPREADSHEET

Direct, flexible, messy

EX

PL

OR

AT

ION

STORYTELLING

POWERPOINT

Manual, time intensive, disconnected

SPECIALTY APPLICATION

Steep learning curve

Trade-off frontier

Page 20: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

PREMERA MADE TABLEAU

SERVER AVAILABLE

MEDICARE ADVANTAGE

MARKET RE-ENTRANCE

AFFORDABLE

CARE ACT

Confluence

Page 21: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Brand

Brand A

Brand B

Brand C

Brand D

Page 22: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Pajama boy

Page 23: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Brand

Brand A

Brand B

Brand C

Brand D

Page 24: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Affordable Care Act

Page 25: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Brand

Brand A

Brand B

Brand C

Brand D

Page 26: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Medicare Advantage

72? 67?

68?75?

79?

63? 70?

Page 27: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Medicare Advantage

Self Serve Solution

Daily Scheduled Refresh

Parameters Drill Down Options

Actionable Insights

Page 28: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Medicare Advantage

Ages 65-69 is the largest enrollment

group. I wonder what the retention

rate is for that age group.

The Call Center channel enrollment

is more than expected. We should see

how call wait times are.

0% We need to look at ways to make

Web enrollment easier. I wonder

which channel has the highest ratio

of paper enrollment.

72? 67?

68?75?

79?

63? 70?

Page 29: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Taking Data to the Edge

Page 30: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Shaping the new philosophy

PROVIDE INFRASTRUCTURE

TO ALLOW FOR IMMEDIACY

CREATE TRUST IN

THE INFORMATION

CULTIVATE A DATA-

CENTRIC ENVIRONMENT

Page 31: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Tangible investments

Page 32: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Visual Analytics Allowed for:

RAPID PILOT

PROGRAM

POPULATION

DEFINITION

DISCOVERY

of critical nuance

surrounding

cost curves relative

to identification

timeframe

Page 33: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Oops!

Page 34: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

In my experience, each failure contains the

seeds of your next success – if you are willing

to learn from it.

- Paul Allen

Failing forward

Page 35: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Premera purpose and values

WHAT OUR CUSTOMERS WILL SAY

You take great care of me and

make it simple and easy

OUR PURPOSE

Improve customers’ lives by making

healthcare work better

OUR VALUES

The customer is the center of all we do

Identify with the customer

Act with urgency

Be excellent

Challenge convention

Do the right thing

Work together

Page 36: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Intangible investments

Training

Community of practice

Templates and best practices

Maturity in data language

Data Governance Office

Page 37: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Unlocking new paradigms

Large latency

reporting cycle

Visualization needed

to convey story

Page 38: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Expanding our thinking of custody

Data source

Dashboard

Permissions

Page 39: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Data custody as a conversation

Data source owner

Dashboard designer

Subject matter expert

Page 40: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

“Let’s Tableau this discussion”

Visualization at

moment of discovery

Visualization needed

to convey story

Page 41: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

A New Frontier

Page 42: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

We stand today on the edge of a new frontier -

the frontier of the 1960's - a frontier of unknown

opportunities and perils - a frontier of unfulfilled

hopes and threats.

- John F. Kennedy

New frontier

Page 43: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Lessons

Getting data fast /

mistakes can have

large consequences

Hoarding knowledge

defeats transparency

Audience may not be ready –

It’s okay to be uncomfortable

and / or insecure

Page 44: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

AC

CU

RA

CY

IMMEDIACY

Immediacy without sacrificing

accuracy

Trade-off frontier

Page 45: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Subject matter experts and data

engineers working in congruence

Trade-off frontier

DA

TA

EN

GIN

EE

RS

SUBJECT MATTER EXPERTS

Immediacy without sacrificing

accuracy

Page 46: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

You can have both data

and insights

STORYTELLING

Trade-off frontier

EX

PL

OR

AT

ION

Subject matter experts and data

engineers working in congruence

Immediacy without sacrificing

accuracy

Page 47: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Adoption curve

Next LevelExperimentEarlyWidespread

Licenses

And Users

Page 48: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Server access for all

Curated datasets for consumer server development

Crowdsourced permission governance

Business users as desktop developers

Tableau model

Page 49: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Taking Data to the Edge at Premera

Page 50: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Customer Service

Real-time

Call Levels

Employer Group Report*

REAL-TIME VISIBILITY

Available as a self-servicing tool

for 150 employer groups.

REPLACED TIME-INTENSIVE WORK

• One hour to run the data

• One hour to link templates

• Manual processes required review

MAJOR EFFICIENCY GAINS

• Moved data sources to Teradata

• Cut report calculation/render time by 60%

*Metrics Represent Synthetic Data

Page 51: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Customer Service

Real-time

Call Levels

Customer Service Calls*

REAL-TIME VISIBILITY

Provide a more consistent customer

experience through the day

REFINES OUR FOCUS

High-impact actions targeting areas of

greatest need

EASILY CONSUMABLE

Skips reporting intermediaries

Tells a more concise story

*Metrics Represent Synthetic Data

Page 52: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Group Setup*

PROCESS IMPROVEMENT

45% more policies processed in 12% less

time and 18% less re-work over year prior.

CONSOLIDATION

Provides for a shared definition which

allows dependable forecasting metrics for

processing time and staffing needs

VISIBILITY

Added visibility up and down the

organization structure. Expanded

participating work groups

*Metrics Represent Synthetic Data

Page 53: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Real Time Encounters

VISIBILITY

Clinical case managers know when their

patients are experience events

CONNECTS CARE

Connects emergency caregivers with

maintenance caregivers

ERROR REDUCTION

Reduce errors and redundant care such as

duplicate imagery and avoiding adverse

medication interaction

Page 54: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Web Metrics

COMMON DEFINITIONS

Allowed for a defined metrics that drive

the business case.

COST SAVINGS

Highlighted key groups to target for

better utilization.

BENCHMARK

ROI tracking on marketing investments

targeting new member registration and

paperless adoption

Page 55: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Enterprise Performance*

EXPOSURE

Greater exposure of performance to a wide variety

of stakeholders

DETAILS

Answers immediate high-level

performance questions

Allows drill down views for specific inquiry

and discovery

SOURCED FROM MANY DATA OWNERS

Integrates reporting activities from many separate

corporate divisions

*Metrics Represent Synthetic Data

Page 56: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

The Future of Taking Data to the Edge

Page 57: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Agility to adapt to new technology as it is available

Integration of insights with write-back API’s

Integration of insights with data science models

The future

Delivering data to those who need it

To member at point of care

To group at benefit selection

To provider at appointment

To customer service at member interaction

To leadership at strategy planning

Page 58: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Making healthcare

work better

Page 59: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Three things to take away

DATA IMMEDIACY

is worth investing in

DATA CUSTODY

best when distributed and

made visible

DATA LANGUAGE

is the wave of the future

Page 60: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Thank you!

#TC18

[email protected]

@Valpey

Valpidated

[email protected]

Naomilynne

naomi.raymond

Page 61: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting

Please complete the

session survey from the

Session Details screen

in your TC18 app

Page 62: Taking Data to the Edge - Tableau Conference 2018 · Lead Healthcare Data Consultant Corporate Data & Analytics Premera Blue Cross ... ROI tracking on marketing investments targeting