Collaboration and Productivity with Microsoft SharePoint For Health Insurers
Collaboration and Productivity with Microsoft SharePoint
Sep 13, 2014
Ori Fishler, Web Solutions Practice Director at Edgewater Technology, was invited to speak at the Delta Dental CFO Conference on April 26th on Marco Island, FL. Ori presented the collaboration benefits of SharePoint 2010, specifically how a collaborative platform like SharePoint:
- streamlines finance and accounting processes
- improves the productivity of the underwriting department
- streamlines finance and accounting processes
- improves the productivity of the underwriting department
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Transcript
Collaboration and Productivity with Microsoft SharePoint
For Health Insurers
2
Agenda
‣ Edgewater Overview
‣ Introduction: A New Social Reality
‣ Microsoft SharePoint What is it and Why is it so Popular?
• Primary Business Benefits
• Evolution
• Platform Overview
• Short Demo
‣ Business Solutions for Health Insurers
‣ ROI of Different SharePoint Based Solutions
‣ Adoption & Best Practices
‣ Getting Started
3
Corporate Overview
‣ Technology Management Consulting Firm – Provide a unique blend of specialty IT services
– Leverage proven industry expertise in strategy, technology and enterprise performance management
– Focus on middle and Global 2000 market
‣ Founded in 1992– Headquartered in Wakefield, MA
– Large North American footprint
– + 330 Employees
– +700 clients
– +2200 projects completed to date
– Publicly Traded (NASDAQ: EDGW)
5
‣ Health Insurance Clients ‣ Insurance Clients
Insurance Industry Expertise
AR, CO, NJ, VA
6
SearchSearch
Web AnalyticsWeb Analytics Content Management
Content Management
PersonalizationPersonalization
E-Marketing Services
E-Marketing Services
Community and
Collaboration
Community and
Collaboration
E-CommerceE-CommerceMobile
Commerce and Content
Mobile Commerce and
Content
Customer Self Service
Customer Self Service
Core
Marketing
Sales
Service
Edgewater Technology: Web Solutions
Internal Collaboration and Applications
Externally Facing
Internally Facing
7
Web StrategyWeb Strategy
Business / Functional
Requirement
Business / Functional
Requirement
Vendor SelectionVendor
Selection
Testing and DeploymentTesting and Deployment IntegrationIntegration
Strategy
Planning
ExecutionCreative ServicesCreative Services
Usability and Interface
Development
Usability and Interface
Development
Web Development
Web Development
Product Customization
Product Customization
Program Management
Program Management
Web Solutions Practice
• Web 2.0 Strategy• Competitive Analysis• Road Map Development
• Organization Assessment• Operational Strategy• Budgeting & Planning
9
‣ Complete Access and Control
‣ Easy to Use, Rich Interfaces
‣ Anytime, Anywhere, Any Device • In Real Time!
‣ Communicate, Collaborate, Interact, Share
New World of Expectations – Driven by Consumers
10
‣ Search
‣ Reading
‣ Watching Videos
‣ Entering data
‣ Using Applications
‣ Thinking
‣ Email / Phone / Chat
‣ Projects / Teams
‣ Cross Functional Task Force
‣ Peer Review
‣ Peer Knowledge Sharing & Support
‣ Review and Approval Processes
‣ Commenting / Editing
Support the way we work. Solitary to Collaborative
11
Common Challenges
‣ Information is hard to find. No centralized search, metadata or versioning in file shares
‣ Communications are email centric. No place where project / team knowledge is stored
‣ Paper forms and processes require effort of typing into systems or extensive scanning / archiving
‣ “Siloed” knowledge. Ideas, processes and solutions from one area of the company are not known in others
12
The Promise of Personalized, Secure Collaboration
‣ Based on my Role, Areas of Responsibility, BU, Location, Management Level, or Expertise
‣ Personalized access to:• Applications
• Web Content
• Documents
• Processes and Workflows
• Business Data and Metrics
• People information
• Client Information
• Teams, Projects
‣ Important and timely information comes to me
14
‣ Collaboration
‣ Portal
‣ Search
‣ Document Management
‣ Web Content Management
‣ Forms and Workflows
‣ Business Intelligence
SharePoint – The Swiss Army Knife of Collaboration
100M Users, 17,000 Companies
15
SharePoint Platform
Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”,
Outlook integration, offline docs/lists
CollaborationBusinessIntelligence
Enterprise Portal
template, Site Directory, My
Sites, social networking,
privacy control
Enterprise scalability,contextual relevance, rich people and business data
search
Rich and Web forms based front-ends, LOB actions, pluggable SSO
Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards
Integrated document management, records management, and Web content management with policies and workflow
Business FormsBusiness Forms
Content ManagementContent Management SearchSearch
Platform ServicesPlatform Services PortalPortal
16
Business Benefits
‣ Improved information worker productivity
‣ Improved communications and collaboration
‣ Empowering business users to manage sites and content
‣ Help meet regulatory requirements through comprehensive control over content
‣ Accelerate shared business processes across organizational boundaries
‣ Provide a single, integrated platform to manage intranet, extranet, and Internet applications across the enterprise
18
Business Applications, Data, Content, People
Business Collaboration Framework Case Study
Public Policy Holders Agents Employees
Information Management – MOSS 2007Content Mgmt.
Targeting Doc. MgmtSecurity &
AccessCollaborati
on
Enterprise Search
Web Analytics
QuotingPolicy Admin
Claims BillingCommissio
n
Public Website Agent Portal Employee Portal
21
Neon Features
‣ Corporate Communications / HR
• Announcements
• Forms, Processes, Procedures
‣ Marketing
• Documents
• Events
• Tools
‣ Knowledge Management
• Methodology
• Case Studies
• Clients
‣ Searchable Repository of the Company’s Knowledge and Information
22
Neon Features (cont.)
‣ Team Collaboration
• Project (proposals, deliverables, project plans, etc.)
• Team (working documents, collaboration, discussions, task lists, calendars, etc.)
• Client (presentations, deliverables, etc.)
‣ Other Capabilities
• Personal Profiles
• Blogs
• Processes Incorporating Workflow/Approval
• Integration with Office, Outlook, IM (Communicator)
• Mobile access
24
‣ Internal Communications & Collaboration• Company Intranet Portal
- News, Announcements, Events
- Employee Directory
- Discussions, BLOGs
- HR Forms and Procedures, HR Self Service
- MIS Forms, Procedures, Helpdesk
- Management Corner: Place to Communicate Plans, Strategy, Results, Initiatives
• Project Collaboration
• Document Management and Versioning
• Knowledge Management
• Digital Asset Management
• Enterprise Search
Business Solutions for Health Insurers
25
Business Solutions for Health Insurers
‣ External Communication & Collaboration
• Public Website Content Management
• Functional Portals:- Auditors
- Members
- Partners
- Providers
- Employers
- Brokers
26
ROI Guidelines – Direct
‣ Improved productivity (saving time)
• Each employee spends less time each day:- Looking for documents on the network
- Figuring out who has the latest version
- Looking through emails for documents that were sent
• Teams need less meetings to accomplish collaboration
• Teams with members in different physical locations can improve communications.
• Employees in service roles spend less time fielding requests for documents, forms or information
• Speedup processes using automated workflows
27
ROI Guidelines – Direct
‣ Cost savings• Reduce printing costs as more documents and memos
are distributed electronically internally and externally.
• Reduce travel expenses as team can meet and collaborate online
• Reduce phone bills
• Reduce need for email storage capacity
‣ Improved visibility into communications and activities in the organization
‣ Improved security and regulatory control
28
ROI Guidelines – Indirect
‣ Improved decision making
‣ Empower employees and managers to create new solutions and innovate without dependency on IT
‣ Improves knowledge sharing and retention as information is not stored on peoples computers or in emails
‣ Improved employee and customer satisfaction
30
Critical Success Factors
‣ Andrew McAfee’s hypothesis: Within organizations, collaboration technologies are dictated by the most powerful person involved in the collaboration.
‣ User Adoption
• Distributed ownerships and local champions
• Identify and cultivate your community leaders
• Executive buy in and participation
• Put Intranet use in the line of business: use of the Intranet is not outside your work, it is where work gets done!
• Training
31
Critical Success Factors
‣ Scalability and Flexibility
• Ability to quickly adapt, try and fail often
• Allowing groups to start their own areas
‣ Right Level of Control and Governance
• Establish clear guidelines
• Ask the community to report any deviations.
32
Enterprise 2.0 Maturity Model
2. Consume, Read, Learn1.
Subscribe, Find
3.Contribute, Create, Comment
4.Collaborate, Share, Interact
5.Context and Relationships
6.Combine , Mashup
7.GainInsight
User Interactivity and Engagement Level
Enterprise Information and Intelligence Accessibility
33
‣ Strategy, Architecture & Planning
‣ Prototypes & Quick Starts
‣ User Experience
‣ Implementation• Customization
• Custom Webparts and coding
• Integration
‣ Upgrades & Migration
Edgewater Technology - Key Offerings
34
Plan Launch LeverageEducational demonstration
SharePoint environment on a virtual server
Administrator training
Strategy definition Quick Start solution framework
User training
Technical, security and active directory requirements
Implementation of defined customizations and components
Leverage Planning: future directions and plans
Business requirement interviews
Setting of accounts and access to provided virtual environment
Implementation Roadmap
SharePoint architecture Transfer of Virtual Environment to Client
SharePoint implementation Plan Presentation
Quick start – Up and running in 8-10 weeks
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