Where Are We NowFlorida Blue’s Information Strategy and Roadmap Update

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BIOGRAPHY

Nancy Holton Sr. Manager, Specialized, IT/Information Management Florida Blue

Defining and enabling Enterprise Information Strategy and Architecture

Management of Enterprise Information Architect and Data Modeling

Contact Info:Phone: 904-905-1757Email: nancy.holton@bcbsfl.com

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Florida Blue’s Information Strategy and Roadmap Update

Agenda

Business Case - Why did we do it

Strategy definition process – How did we do it Strategy definition process Managing information Assessment work

Enterprise Information Management Overview: What were the

results

Strategy, vision, mission - progress

Information Roadmap: Where are we going from here EIM Maturity Map (Example) Implementation Roadmap (Example)

Healthcare Information Challenges Today

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“The Healthcare industry …wastes billions in non-integrated, non-

interoperable IT infrastructure” — Richard Mark Soley

Chairman and Chief Executive Officer of OMG Executive Director of the SOA Consortium

“The Healthcare industry …wastes billions in non-integrated, non-

interoperable IT infrastructure” — Richard Mark Soley

Chairman and Chief Executive Officer of OMG Executive Director of the SOA Consortium

Results in… Poor cross channel communication

Likelihood for inconsistencies in metrics No predictable source of truth

Challenges… Data quality issues

Redundant data structures

Gartner Predicts

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• By 2016, 20% of CIOs in regulated industries will lose their jobs for failing to implement the discipline of data governance successfully.

• By 2016, 80% of reported operational technology security control failures will be due to a lack of risk assessments and poor governance.

REF: “Protect Your Enterprise Information Assets With Effective Risk Management” - Published: September 2013

REF: “Predicts 2015: Information Governance and MDM Will Be Foundational to Improving Digital

Culture” Gartner; Published: 28 November 2014

• By 2017, 50% of information governance initiatives will have incorporated the concept of information advocacy, to ensure they are value-driven.

• By 2018, 40% of CRM and ERP customers will demand solutions that embed master data management capabilities.

• By 2018, regulatory disclosures that are related to a failure in the organizational information risk control environment will see a rise of 50%.

• By 2018, 90% of information governance programs based on "citizen stewards" will fail to meet their declared objectives.

• By 2017, 25% of large enterprises will have a digital ethics code of conduct, to avoid the abuse of information and ensure consumer value.

Key Messages

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While our information infrastructure has been successful for it’s time – times are changing – demanding heightened maturity in managing our information assets.

• Having a single view of information, consistent quality of data, and a trusted information source is a fundamental business success driver

• Information Governance is Essential

• Infrastructure Improvements are Foundational to Success

Florida Blue is well positioned with knowledge, skills and a plan to be successful in this journey – to further enable our future success.

Corporate Strategy Process

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External

Tops Down

Analysis

Internal

Strategic Conclusions

Strategy Formulation

Strategy Implementation

Creative Problem Solving

• Corporate Mission• Corporate Vision• Corporate Values• Strategic Objectives

• ESA• Other

Industry Trends/Info

• Strategic Conclusions

• Strategic Imperatives

• EIM Mission• EIM Vision• EIM Values

• Strategic Implementation Guidance

• Strategic Controllership

• EIM Roadmap

• Market/Company Assessments• Strategic Risk Assessment

Information Strategic Imperatives

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Strategy Formulatio

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Imperatives are “must have’s” to get to the better place:

• Accelerate design and enablement of the Data Governance Program• Improve processes and tools to manage data, integrate data and improve data quality.• Accelerate development of analytic, and reporting capabilities as well as services to meet current and

anticipated future customer needs.• Consolidate and integrate redundant data marts, while improving response .• Define and enable a data services best practice and infrastructure.• Optimize management of information to better enable the future business model including:

• seamless patient transition and better clinical decision making (interoperable EHR)• actionable customer insights and better risk management (information management, business

analytics)• reducing costs and connecting care within and among settings (cloud)• improving patient access to care and lowering costs (telehealth)• engaging and mobilizing consumers in more effective ways (social media)• regulatory compliance management of medical cost, high levels of customer satisfaction, and to

aggressively compete in the current environment and control trend• Enable Financial Management Competencies to improve capital preservation and flexibility:

• best in class Revenue Program Management with strong analytics, predictive modeling and scalable, mature processes.

• administrative cost analytics to monitor/measure improvements • strategic investment – current and future- transparency for meaningful contribution toward

financial goals.• Enable flexible corporate information structure to enable mergers and acquisitions, partnerships and

alliances quicker and optimizing costs.• Enable deep relationships with blues, providers, and other supporting partners to facilitate speed-to-

market, transformational change, increased scale, additional capital and market expansion

Information Management Maturity Assessment

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1 2 3 4 5

You are here

Fragmented

Inconsistency, Redundancy

Apply standards to

individual project phases

Standardized

Consistency, Reuse, Efficiency

Effective use for driving business

strategy

Managed

Pervasive, Leverage of Skills

Information is trusted across the enterprise

Issues not recognized

Monolithic

Rigid, Low Agility

Specific set of users are

realizing value

Competency center

Information infrastructure

road map

Formalized DM&I

initiative

Optimized

Flexibility, Agility, Proactiveness

Custom code

Data fragments

Tools "chaos"

Standards and bestpractices sharing

Referenced architectures

Data services emerge

Dynamic metadata-driven data

management environment Proprietary

tools

Cost “chaos”

Data consistency

and availability

Funding from business units

on a project-by-project basis

Secure executive

sponsorship

No business sponsor; IT executive in

charge

Effective use across suppliers, customers and

business partners

You need to be hereJourney

REF: Gartner Leader's Toolkit: “Data Management and Integration Maturity Assessment”

Creative Problem Solving

Assessment

Tool

Example

EIM Maturity Map

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This “radar” chart illustrates the gaps between the assessed current and desired target states with yearly increments for the execution of the EIM roadmap for each assessed characteristic.

Assessment

Tool

Example

Creative Problem Solving

Implementation Blueprint: Information Infrastructure

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Strategy Implementatio

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Business maturity/governance (governance council,

metrics/measures, DQ actions etc.)

Data management (taxonomy,

standards/policies, patterns , tools (ETL, BI,

DW appliances etc.)

Trusted Information/improved data movement/data

quality

Transparency & Consistency (taxonomy,

Business Context, metadata etc.)

Remediate/stabilize environment (SDW)

BI Maturity improvements (people,

process, technology)

Transactionprocessingcompany

Trusted Health And WellnessPartner

(inclusive of: Agile, Collaborative, Innovative, Low Cost)

Enterprise Information Management (EIM)Strategic Direction

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Strategy Formulatio

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GOAL: Having a single view of information, consistent quality of data, and a trusted information source is a fundamental business success driver

EIM Mission:• In support of, helping people and communities achieve better health; EIM will improve management of

information to enable our corporate strategic migration from insurance to health solutions. Inclusive of:

Timely access Enterprise managed Transparent High quality and critical information

EIM Vision:• In support of , being a leading innovator enabling healthy communities; EIM will work to achieve the

highest possible trusted information for our enterprise by way of: Quality, consistency and delivery of our enterprise information Governing, sharing and exchanging information assets Leveraging skills to create and maintain a robust information ecosystem Common information infrastructure technologies Improving agility to adapt new solutions quicker, cheaper

EIM Objectives: Drive down costs Optimize Business Regulatory Compliance Improvements Improved Customer Satisfaction Agility/Flexibility

Critical Success Factors

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Strategy Formulatio

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Collaborative partnership with internal and external business partners and suppliers• Instantiate information governance councils by information domain to support collaboration across

the enterprise.

Keep the focus on driving business value• Understand, then leverage the existing enterprise focus and strategic imperatives to deliver the

right information environment to ensure the business’ success• Implement a series of controlled milestones focused on specific business outcomes.

Leadership Support and Focus• Continued investment in people and technology to move to the future state• Focused strategy that affords enough IM capacity for successful execution

Analytic Alignment• Collaboration and consistency relative to analytics areas purpose, vision, and business priorities.

Information Technology Support• Acknowledgment and support across entire Information Technology area of the importance of data

and analytics as a core competency for the enterprise

Conceptual Blueprint: Strategic Information Environment

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Strategy Formulatio

n

EIM Roadmap 2013 – 2017

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Strategy Implementatio

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Business Process/governance maturity 2.25 4.0

Data Management: Stds, BCM, principles, processes…2.0 – 4.0

Trusted/integrated information layer deployment 3.0 – 5.0

Strategic Data Warehouse deployment 3.5 – 5.0

Data Quality measures/maturity 3.0 – 4.5

Metadata Management (strategy to define/adopt taxonomy etc.)

2013 2014 2015 2016 2017

BI improvements/deployment 3.5 – 4.5

Example

EIM Roadmap 2013 – 2017 (cont.)

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Strategy Implementatio

n

Business Process/governance maturity 2.25 4.0

Data Management: Stds, BCM, principles, processes…2.0 – 4.0

Data Quality measures/maturity 3.0 – 4.5

2013 2014 2015 2016 2017

Accomplishments• Created information governance organization• Developed governance processes• Initiated governance council and communities• Maturity level = xxx

Accomplishments• Purchased data quality tool suite• Acquired vendor expertise in data quality tool

suite• Hired Director of BI and Data Governance• First implementation underway• Maturity level = xxx

Accomplishments• Principles developed and communicated• Business Context Model (enterprise data model)

75% complete• Many standards and processes developed • Maturity level = xxx

EIM Roadmap 2013 – 2017

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Strategy Implementatio

n

Trusted/integrated information layer deployment 3.0 – 5.0

Strategic Data Warehouse deployment 3.5 – 5.0

Metadata Management (strategy to define/adopt taxonomy etc.)

2013 2014 2015 2016 2017

BI improvements/deployment 3.5 – 4.5

Accomplishments• Full or partial implementation of the following subject

areas:• Product, Plan• Provider, Provider Contract• Clinical (Care, Encounter, Patient)• Maturity level = xxx

Accomplishments• Architecture – in process• Maturity level = xxx

Accomplishments• Same as TIIL

Accomplishments• ->>>> NEEDS UPDATING

Challenges / Opportunities

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• Funding • Business prioritization in a dynamic

marketplace• Resources – getting the right people at

the right time• Managing change – people, process,

technology and, of course, information• Opportunities – endless!

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Appendix: EIM Guiding Principles,

Framework, and Current Capabilities

Enterprise Information Guiding Principles

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Enterprise Information Framework

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The information framework defines the bounds for implementing an enterprise information architecture needed to manage structured and unstructured information

Constituency EIM Capability Architecture

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Example