catavolt client summit 2016
TRANSCRIPT
THE FACES OF INNOVATION
Innovation takes Vision – See’s the world as it should workCourage – Go against conventions to initiate change
Creativity – In both technology and cultureTools – The technical ability to do it
“Before the printing press was discovered, a century was equal to a thousand years.” H.D. Thoreau
Catavolt HelpsHere
OUR FIRST INNOVATION: PRESERVATION
Existing investments technology systems is staggering
Middleware needed to connect legacy computing to mobile, cloud, analytics and IoT
We created the dual model architecture – the core of the Catavolt solution
OUR SECOND INNOVATION: SECURITY
Can we completely mask infrastructure from the outside world while making it widely accessible?
Data Origination Masking, API Gateway and Air Gaps
OUR THIRD INNOVATION: TIME
Why build an app when you can just describe it?
Meta-data driven systems is in the DNA of Catavolt’s founders
It worked well for client server
It’s power was magnified by the cloud
CATAVOLT’S PROGRESS
99.999% uptime, got our fifth 9!
Users in 32 countries, offices in GA and CA180% Growth in new
Clients
Deployed our 2,000th
app!
Xx x` x
Innovation IdeasFrom Your Peers
How to best leverage your investment in Catavolt
How Catavolt’s people can help you achieve your goals
Become part of a supportive environment of like minded professionals
TODAY’S GOALS
TRANSFORMATION AS A CAREER
BOB DERODES,Former CIO,
Target, The Home Depot, First Data, Delta Airlines
Toimproveistochange…tobeperfectistohavechangedoften
-WinstonChurchill,1925
Toimproveistochange…but,youhavetobenutstohavechanged(this)often
- BobDeRodes,2016
Integratingastart-upbusinesswithinasuccessfullargecorporation
Creatinganewcompanyfromfourexistinginternalorganizations
Inventasingleglobaloperatingmodelandconsolidatetechnicalplatformsglobally
Majortechnologyplatformmodernizationconcurrentwiththere-integrationofa
previouslyoutsourcedtechnologyteam
Migrationfromasuccessfuldecentralizedbusinessmodeltoalarge-scalecentralizedoperatingmodel- leveraging
technology
Migrationtoafarmoreefficienttechnologydeliverymodel
TriageofanITorganizationincrisisandcreationofagetwellstrategy
TRANSFORMATION LESSONS LEARNED
THICKSophisticated applications with rich user interfaces.
• Transformations are never just about IT… you can’t go it alone
TRANSFORMATION LESSONS LEARNED
THICKSophisticated applications with rich user interfaces.
• Transformations are never just about IT… you can’t go it alone
• True change agents have a short lifespan
TRANSFORMATION LESSONS LEARNED
THICKSophisticated applications with rich user interfaces.
• Transformations are never just about IT… you can’t go it alone
• True change agents have a short lifespan• Transformation requires leadership with a shared vision and
the right measures of success
TRANSFORMATION LESSONS LEARNED
THICKSophisticated applications with rich user interfaces.
• Transformations are never just about IT… you can’t go it alone
• True change agents have a short lifespan• Transformation requires leadership with a shared vision and
the right measures of success• Organizations can absorb only so much change at one time
TRANSFORMATION LESSONS LEARNED
THICKSophisticated applications with rich user interfaces.
• Transformations are never just about IT… you can’t go it alone
• True change agents have a short lifespan• Transformation requires leadership with a shared vision and
the right measures of success• Organizations can absorb only so much change at one time• Transformations need resident technical skills at all levels,
especially during a crisis
TRANSFORMATION LESSONS LEARNED
THICKSophisticated applications with rich user interfaces.
• Transformations are never just about IT… you can’t go it alone
• True change agents have a short lifespan• Transformation requires leadership with a shared vision and
the right measures of success• Organizations can absorb only so much change at one time• Transformations need resident technical skills at all levels,
especially during a crisis• Transformations can deliver unexpected positive changes
SUPPORT AND PRODUCT ENHANCEMENTS
200+
200+ minor enhancements in 2015
90%
Over 90% customer support issues closed within 4 hours
55
New function enhancements in 2015
Visit support.catavolt.com
75% NPSScore
SOC2 Certified Type I and Type II since
2014.
THE “TURNING POINT”
In 2015 more apps were created and deployed by our clients than by our internal team….
In 2016 the ratio is 6 to 1
VISION FOR THE FUTURE
SSLSSL
SAP,Oracle,MicrosoftDynamicsDatabases
WebServices
Analytics
Customapps
BigData CatavoltConnectors
CatavoltAPIGateway
Firewall
MobileAPI
OPEN CONNECTOR MODEL CLOUD HUB ORCHESTRATIONUSER EXPERIENCEINDEPENDENCE
OPEN CONNECTOR MODEL
Catavolt provides 20+ standard connectors.
Now you can write your own:
-with simple Java interface-and 100% compatibility across all other connectors
EXAMPLE CONNECTOR: META DATA
@Attribute(key=true,keySequence=1)publicStringid;@Attribute(jsonPath="sys/country")publicStringcountry;@AttributepublicStringname;@Attribute(jsonPath="coord/lat")publicBigDecimal lat;
EXAMPLE CONNECTOR: QUERIEShttpResponse =DataObjectHelper.invokeHTTPRequest("http://api.openweathermap.org/”);ArrayList<DataObject>result=newArrayList<DataObject>();JSONArray list=jsonResponse.getJSONArray("list");for(int i=0;i<list.length();i++){
WeatherByCity bean=newWeatherByCity();DataObjectHelper.loadFromJSONObject(city,bean);result.add(bean);
}return result;
API GATEWAY DIAGNOSTICS
See every API gateway call with request, response and processing time
Full SQL details
Works for custom actions and stored procedures
CLOUD ORCHESTRATION OPEN PLATFORM
Standardized on Open API Initiative
All incoming and outgoing communications via REST/Swagger
Offers compatibility with IBM, Microsoft, AWS and other cloud providers
DATA OBJECT MANAGEMENT
Data object indexed across every use including
• All Extender References
• Substitution variables
• XML requests
NOTIFICATIONSAPI Gateway configured to send text, email and push notifications
Simple interface allows notifications from inside or outside Catavolt
USER EXPERIENCE INDEPENDENCEUtilize HTML5/Javascript
Use any Javascript toolkit
Specialized toolkit supplied using Facebook React
43
CodelessPlaform
InstantlycreateapplicationsthatmapanycombinationofdataandUIcontrolswithoutanyUIdevelopment.Appscanbecreatedanddeployedindays.
NoCodeUsestock
UI
LightDevelopment
FullcustomizationusingopenstandardssuchasREST,openAPIinitiative,JavascriptandReact
FullyCustomizedApplications
UIControlwithsomeUICode
Createapplicationsforanyenvironmentincludingmobility,web,IoT andwearablesusingcomprehensiveSoftwareDevelopmentKits
Totalcontrolof
UX
OPPORTUNITY: MyOzinga.com
CentralizedData
Management
Marketing
InternalUsers
IT
3rdParties
Central IT has total control and visibility of data
Internal and External Developers leverage platform capabilities
HOW THE SDK WORKS
Launcher
DataObject Actions
Javascrip
tSD
K
Facebo
okReact
Compo
nents
CustomJavascriptApplication
100%Javascript andJSON
LESSONS LEARNED
The Catavolt React platform is extremely flexible and powerful, but
also very easy to over-engineer.
53Information Technology
• Mobile means something mildly different for each beneficiary of the technology
Key Concepts
What
How
Why
• Organizations achieve their mobile based on their conceptualization of what it is
• Why are we mobilizing?• Why do we care?• Why…?
Information Technology 54
Something has to give
“Everybody wants some” – Van Halen
• Some Companies are seeking mobility while others avoid it
• At some time in your career you will be asked to provide, explain or at a minimum explore mobility. Our journey has been and continues to be one of exploration, learning, experimentation and surprises
• Somewhere in the processes and challenges your organization faces you can leverage this technology and you may not even realize it yet
• Somehow in the process of exploring needs realization flings open the door of possibility. Whether it’s the question asked, colleague engaged in discussion or the nagging process that simply won’t stay off of your to do list something will provide “The Hook”
Information Technology 55
The Hook!
Our moment of clarity!
• It never is it seems• We were expecting everyone to throw a party and fall in love
Not what I expected
Not when I expected it
On gifts and not looking large animals in the mouth…
• Always when you least expect it (probably least prepared as well)• We waited, plotted and designed for over two years
• The first project wasn’t even on our radar• The second project was a filler• The payoff was all about the money
56Information Technology
• Rapid Response– Active mfg order status
• Item Cross Reference– Field Competitor Item X-Ref
• Notice-Report Distribution– E-Mail and Notification Control
• Warsaw – CMF&T– View incoming orders– View our flash transactions
• CMF&T Manufacturing
Project Overviews
Shop FloorOperations
56
Marketing & Sales
• Mobile Sales• Loaners• TMJ Tracking
Inventory
• Audit Team• Distributor Services
– Item Lookup (Active/Inactive)
57Information Technology
• Global Unique Identifier• Restricted Items
Overviews (cont’d)
Regulatory
57
Information Technology 58
What is important?
"Never give in, never give in, never, never, never, never—in nothing, great or small, large or petty—never give in except to convictions of honor and good sense.“ – Winston Churchill 29 Oct 41
• What is important– to our business?– to our management?– to our customers?
• What are our goals for being a partner with the business we support?• Where will the expertise for our solutions reside?• We have utilized a process of getting the business to pull from us rather than our pushing to them and it is working• We actively speak and portray ourselves to the business as their partners seeking to deliver solutions and solve their
problems• We preach a mantra of “Fast Function” to our business and they are buying in
Information Technology
USING MOBILITY TO IMPROVE SALES & INTEGRATION OF NEW COMPANIES
JD MARTINCORBINS ELECTRIC
WHO IS DOUGLAS MACHINE?
THICKSophisticated applications with rich user interfaces.
/• Engineer-To-Order Packaging Equipment Manufacturer
• 650 Employees (Owners)Alexandria, Minnesota
IT PROFILE
THICKSophisticated applications with rich user interfaces.
• 1979 – Installed S/34 MAPICS• 2016 – XA 9.1.2 on Power 8• Staff – (5) System Programmers• Priorities – Leverage Catavolt to enhance remote user’s
effectiveness
TECH SERVICES
THICKSophisticated applications with rich user interfaces.
Provide all field service support for new and existing equipment in plants around the world including:
• New machine installations• Troubleshoot and resolve performance issues• Provide customer training• Identify and order replacement parts• Identify and propose equipment enhancements• Process warranty claims• Preventative maintenance
THE PROBLEM: FIELD SERVICE DATA
THICKSophisticated applications with rich user interfaces.
• Data stored in many places§ Power-Link, third party packages,
Lotus Notes, Excel, Word…§ Convoluted, disconnected, inefficient
• Data entered multiple times & inconsistent.• No standard work instruction procedures.• Difficult to backfill all positions.
SOLUTION PLAN: IMPLEMENT “INFORCE”
THICKSophisticated applications with rich user interfaces.
• First prerequisite was to spin up Infor ION• We needed to find a 3rd party integrator with
experience• We purchased a limited number of SalesForce
subscriptions for 1 year• We didn’t like the associated costs and
challenges to implement
CATAVOLT EDUCATION
• Was already on our roadmap for a refresher• Scheduled training for 3 days onsite• Instructor had experience with CRMi
Day1 Day2 Day3
Startoftraining SolutionistakingshapeWorkshoponCRMi
A NEW DIRECTION
• By Day 3 we could see rapid progress§ Ready for alpha testing at a fraction of the cost
• Decided to switch solutions• Assigned development resources to continue
working on final delivery
FUNCTIONS NEEDED
• Account management
• Account contacts• Customer cases• Case activity tasks• CSM quotes, orders
& shipments
• Trip reports• Expense reporting• Labor reporting from
the field• Contracts
§Reliability Assurance Program
• Scorecard Metrics
THREE DAYS
Did you have to create a lot of new objects? Yes.
For what? • Customizing CRMi to fit our
requirements.• All of our development and
customization took place in XA Power-Link first.
• We did very little work to match the data to Catavolt. Catavolt Form Designer allowed us to create custom forms.
• We now have the ability to Export the Form to a PDF and email the quote much faster than before.
We begin with what CRMi had to offer: • Accounts, Contacts, Account Contacts,
Incidents, Activities, Activity Tasks, Leads, Opportunities, etc.
We built Secondary Objects over CRMi for more flexibility: • Accounts, Contacts, Account Contacts, Cases
(Incidents), Call Reports (Activities), Action Items (Activity Tasks), Inquiries (Leads ), Field Service & Parts Requests (Opportunities), etc.
What functions did CRMi not do? • Select which product(s) the call is for, assign
team members for each call, capture trip reports, capture expense reporting, capture labor reporting from the field, etc.
BENEFITS
• Easy to use, simple to navigate, intuitive• Employees use Power-Link when in office• They use Catavolt when on the road• Same functions, consistent experience• Way better than VPN• Much easier to backfill a tech• Front-end sales department is excited now
§ They can see what’s going on at their accounts
BENEFITS TO IT
• Users love this solution. Now they want more.• IT is able to respond quickly
§ Integrator§ Catavolt
• We are making our deadlines• Our users are happy
BENEFITS TO IT
• Users love this solution. Now they want more.• IT is able to respond quickly
§ Integrator§ Catavolt
• We are making our deadlines• Our users are happy
LESSONS LEARNED
• Assign team to project in a conference room setting§ Extremely productive
• Catavolt has come a long way§ Evolution similar to Integrator§ Recommend others take a serious look at it
IMPROVING PATIENT CARE WITH DISCHARGE Rx DELIVERY APPS
JERRY SMITH, BRAD NELSON, RICHARD THOMASPROXSYS Rx
HealthSystemorACOCostAbatement&RevenuePreservation
Proxsys Rx – Value Proposition
PharmacyDrivenPerformancePrograms
1 Pharmacy-LeveredPopulationHealthManagement
Proxsys Rx’s business model fills the “pharmacy gap” that exists for health systems by delivering specific capabilities that solve the related challenges
TechnologyEnabledServices
2
Performance Programs
DischargeRxDelivery
CaseManagementSupport
340BServices
PhysicianEngagement
EmployeePharmacy
• Enhances value-based performance
• Reduces associated revenue erosion
• Provides hospital level cost abatement
• Greater physician alignment
• Market positioning
TransitionofCare PhysicianEngagement EmployeePharmacy
CustomerSpecificPatientActivityReporting(CSPAR)
• Facilitates performance program implementation and ongoing operations
• Collects and presents activity and performance data
• Provides patient and community outreach capabilities
• Configurable reporting
CloudDatabase
Technology Enabling
Discharge Rx Delivery (DRxD)
• Proprietary APP facilitates an effective and efficient five-step process.
• Provision of all process development, personnel/training and marketing tools
• Multiple reporting capabilities
DRxD provides a technology enabled, scalable service that enhances patient engagement activity and prescription compliance
Deliverables: 1) Low cost 2) Revenue impact 3) Touches key performance measures 4) Access to data
Discharge Rx Delivery (DRxD) Process and Tools
PatientEngagement&Enrollment
PatientAcceptanceandDocumentation
SubmissiontoPharmacy
Delivery&Counseling(ifnecessary)
Post-StayPatientEngagement
APPTechnologymanagesa5-StepProcess
Unitcommunicationstools
DRXD - Technology Enabled
PATIENT ENGAGEMENT & ENROLLMENT
• Present DRxD Service to eligible Patients
• Patient accepts or declines
DRXD - Technology Enabled
PATIENT ACCEPTANCE & DOCUMENTATION
• Eligible patient accepted DRxD Service
• Rx Care Advocate (RCA) secures patient information
• Patient signature confirms service
DRXD - Technology Enabled
SUBMISSION TO PHARMACY
• Detailed patient information
• Prescription information
• Payor information
DRXD - Technology Enabled
DELIVERY & COUNSEL (if required)
• APP notifies RCA
• RCA obtains prescription
• Unit Specific
• Cross-coverage delivery
DRXD - Technology Enabled
DELIVERY & COUNSEL (if required)
• RCA delivers prescription to patient
• Payment methods determined
DRXD - Technology Enabled
DELIVERY & COUNSEL (if required)
• Patient signs for HIPAA, medication counseling and receipt of medication(s)
• If patient does accept counseling, visual streaming occurs with Pharmacist on iPad
DRXD - Technology Enabled
POST STAY ENGAGEMENT
• Que created from patients deliveries
• Patient engagement is RCA-driven– Relationship establishment
DRXD - Technology Enabled
POST STAY ENGAGEMENT
• 48 to 72 hour call backs– Counseling Opportunity– Scripting
• 30 day call backs– Counseling Opportunity– Scripting– Refill Opportunity
DRXD - Technology Enabled
REPORTING
• Patient engagement touches
• Prescription delivered
• Program specific results
• Monitor high risk
• Comparative bench-marking
• Configurable reporting
• Financial Reconciliation
Proxsys Rx DRXD - Value Proposition
• Creates significant ROI• Lowers operating expense associated with Discharge RX• Increases revenues for pharmacy due to increase
bandwidth• Preserves revenues for health system by enhancing CMS
performance measures• RAR• VBP-HCAHPS
• Improves STAR ratings with payors for pharmacy AND health system
• Medical Loss Ratio reduction with any ACO or risk business
SUCCESSFUL PROJECTS
THICKSophisticated applications with rich user interfaces.
• Hard Elements• Soft Elements
HARD ISSUES - DEFINITIONS
THICKSophisticated applications with rich user interfaces.
• What is the problem• Clear Vision of the final App• Early workflow definition
HARD ISSUES – PLAYING FIELD
THICKSophisticated applications with rich user interfaces.
• Discovery Document• Permissions and Access
• On-demand VPN• Full Admin permissions on API Gateway• Read-write access to test databases
• No schedule/ remote work
HARD ISSUES – THE PUNCH LIST
THICKSophisticated applications with rich user interfaces.
• Starts with SOW• Trickles down to specific tasks• Keeps project on track• Prevents scope creep
HARD ISSUES – FUNDING
THICKSophisticated applications with rich user interfaces.
• Money• Team time• External resources (IT, Backend system knowledge,
etc…)
HARD ISSUES – DECISION MAKING
THICKSophisticated applications with rich user interfaces.
• Single tactical decision maker• Design by committee does not work well
ENTICE
THICKSophisticated applications with rich user interfaces.
• The app benefits the user• The users know they need it
• They can be hard to convince
• The app is easy to use• Similar to existing form, maybe
EDICT
THICKSophisticated applications with rich user interfaces.
• Management says do it, period• Think: legal requirement
• Tie it to their pay• This sounds heavy-handed, but it doesn’t have to be
• SEL• Exotic Metals
WHY EDICT?
THICKSophisticated applications with rich user interfaces.
• Because it’s good for the company• Eliminate data entry errors• Big benefits downstream
• PCMC• Corbins• Meherrin
THE IMAGINATION GAP
NewTechnology MyWorld,MyProblems
Mobile Cloud
Programming
ArchitectureToolset
ScalabilitySecurity
Orders
CustomersPatients
Machines
Records
Schedules
Contacts
Imagine
ITisgoodatthis
LOB– notsomuch
BRIDGING THE IMAGINATION GAP
THICKSophisticated applications with rich user interfaces.
• The burden is on LOB to do this• Only they can lead
• SNA Europe• LOB manager assembled team• “Think of a mobile application”• “I can’t think of one” is not an option.
THE PERFECT USE CASE
THICKSophisticated applications with rich user interfaces.
• Matters to users and company alike• Need is frequent (daily)• Need is widespread (lots of people)• App is easy to learn and use
• Humana
ABOUT US• The Atlanta Community Food Bank distributes food and grocery products to
a network of more than 600 nonprofit partner agencies in 29 metro Atlanta and north Georgia counties.
• The Atlanta Community Food Bank distributed a total of 69.3 million pounds of food and grocery products enough for nearly 58 million meals. This is a 12.3% increase over the prior year.
• For every dollar donated, the Atlanta Community Food Bank is currently able to distribute more than $9 worth of grocery products back into the community - enough to provide 4 meals.
WHY CATAVOLT?• Efficient mobile presence for E-Commerce• Scalable solution• Ease of Administration• Customizable
WHAT IS NEXT?• Web portal development• Geolocation integration• Self-service tool implementation• More to come…
GET INVOLVED
• Join Independent Users Group
• Join Quarterly Training
• Register at support.catavolt.com
THE YEAR AHEAD
• Continue open platform momentum
• Enhanced orchestration via Ozy
• Think beyond mobile