Catavolt Client Summit 2016

CLIENT SUMMIT 2016

@CatavoltInc#CatavoltSummit16

WELCOME TO CLIENT SUMMIT

GEORGE MASHINICEO

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

Why do technology projects take longer?

Something has to change…

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

TheResultIntegration

Fragmented Systems

Security

Time and expense

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…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




• True change agents have a short lifespan




• True change agents have a short lifespan• Transformation requires leadership with a shared vision and

the right measures of success





the right measures of success• Organizations can absorb only so much change at one time





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





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

CATAVOLT ROAD MAP & THE 2,000th APP

GEORGE MASHINICEO

FROM HUMBLE BEGINNINGS

The first officeJanuary 2009

FIRST EXTENDER DESIGNApril 2010

FIRST CUSTOMER EVENTAugust 2010

2000th APP DEPLOYEDSeptember 2016

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

GOAL: SMARTER APPS

MoreDataSources Orchestration

MoreDistributionMethods

Twowaycommunications

GOAL: ENABLED CUSTOMERS

DocumentationandEducation

ManagementTools

OpenPlatform AbilitytoCustomize

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

APPLICATION STATISTICS

ACTIVE USERS

REAL-TIME USER ACTIVITY

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

BEYOND THE APPMyOzinga.com

Bradley JamrozikOZINGA

OZINGA

Family Owned and Operated Since 1928

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

SQL Stored procedures and Functions are beautiful things; use them

liberally.

LESSONS LEARNED

Keep your data sources normalized!

LESSONS LEARNED

The Catavolt React platform is extremely flexible and powerful, but

also very easy to over-engineer.

ROLLING OUT APPS TO USERS QUICKLY

KEITH RANKINZIMMER BIOMET

Information Technology

Fond memories and anticipation

MobilizationNot an event but a journey

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”


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


• 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)


• Global Unique Identifier• Restricted Items

Overviews (cont’d)

Regulatory

57


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

USING MOBILITY TO IMPROVE FIELD SERVICE DATA

AL MEYERSDOUGLAS MACHINE

WHO IS DOUGLAS MACHINE?


/• Engineer-To-Order Packaging Equipment Manufacturer

• 650 Employees (Owners)Alexandria, Minnesota

IT PROFILE


• 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


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


• 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”


• 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


PATIENT ACCEPTANCE & DOCUMENTATION

• Eligible patient accepted DRxD Service

• Rx Care Advocate (RCA) secures patient information

• Patient signature confirms service


SUBMISSION TO PHARMACY

• Detailed patient information

• Prescription information

• Payor information



The Pharmacy Desktop Dashboard


ChangestoReady


DELIVERY & COUNSEL (if required)

• APP notifies RCA

• RCA obtains prescription

• Unit Specific

• Cross-coverage delivery



• RCA delivers prescription to patient

• Payment methods determined



• Patient signs for HIPAA, medication counseling and receipt of medication(s)

• If patient does accept counseling, visual streaming occurs with Pharmacist on iPad


POST STAY ENGAGEMENT

• Que created from patients deliveries

• Patient engagement is RCA-driven– Relationship establishment


POST STAY ENGAGEMENT

• 48 to 72 hour call backs– Counseling Opportunity– Scripting

• 30 day call backs– Counseling Opportunity– Scripting– Refill Opportunity


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 & BEST PRACTICES

FRANCISCO DAFFRE, PHIL JOSEPH, ADAM HYCHE

SUCCESSFUL PROJECTS


• Hard Elements• Soft Elements

HARD ISSUES - DEFINITIONS


• What is the problem• Clear Vision of the final App• Early workflow definition

HARD ISSUES – PLAYING FIELD


• 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


• Starts with SOW• Trickles down to specific tasks• Keeps project on track• Prevents scope creep

HARD ISSUES – FUNDING


• Money• Team time• External resources (IT, Backend system knowledge,

etc…)

HARD ISSUES – DECISION MAKING


• Single tactical decision maker• Design by committee does not work well

SOFT ISSUES– APP BUY-IN

It’sallawasteifusersdon’tuseit.

APP BUY-IN

Q:Howdoyougetuserstouseit?

A:Entice

A:Edict(Usuallysomeofeach.)

ENTICE


• 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


• 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?


• 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


• 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


• Matters to users and company alike• Need is frequent (daily)• Need is widespread (lots of people)• App is easy to learn and use

• Humana

CATAVOLT AS A SCALABLE SOLUTION

TORREY WILLIAMS, SAM BOLESATLANTA COMMUNITY FOOD BANK

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

THE 2,000th APP AWARD WINNER