Systems Integration James Antonino, Chief Technical Officer

AgendaWhy Bother?

Challenges

Integration Strategies

Enter the Data Steward

Integration Possibilities

Questions

Why Bother?

Why not just keeps doing what we’re doing. It works pretty well.

Well..If we keep doing what we're doing, we're going to keep getting what we're getting. – Stephen Covey

Definition

According to Wikipedia, systems integration is the process of linking together different computing systems and software applications physically or functionally, to act as a coordinated whole.

Current State of Affairs

Today you have many applications that largely live in isolation.• ClientSpace• Payroll System• Salesforce (insert snarky comment here)• Financial System• HRMS• Document Management• Claims Management• The list goes on

Problems We are Trying to Solve• Reduce the Number of Steps

• Avoid Duplicate Data Entry• Speed to Completion for any process or task• Better Scalability of Existing Staff• Less Training

• Data Integrity• Less Points of Data Entry Failure• Increased Accuracy

Challenges of Systems Integration

Standards

o Compliance – HIPPAAo Securityo Transfer Protocolso Data Representation

Data Issues

o Data translationo Differing Business Rules

Performance

• Asynchronous• System Availability• Latency

Integration StrategiesVertical and Horizontal Integration

Summarizing the Values of EachVertical Horizontal

More control of solution stack Rely on partners to “Play their part”

Reap all benefits – But you’re on your own.

Benefit from the success of other value chain members

Collaboration is easier Requires open communication and Trust between value chain members.

More Efficient Solution More Flexible Solution

More Expensive (way more) Less Expensive

Success of other vendors detracts from our success.

Success of value chain members helps us succeed. We are in it together.

Enter The Data Steward

Stewardship means the careful and responsible management of something entrusted to one's care.

Integration Possibilities• Payroll Systems• Data Analysis• Internal Systems• Salesforce • Carriers• Brokers• Document Management

HRP Integration

• Phase 1 (replace nightly informer report interface) • May 14th FWD API Release• June 20th NWT Dev Complete (End of Sprint 29)

• Phase 2 (create employee)• June 14th FWD API Release• Sept 8th NWT Dev Complete (End of Sprint 30)

• Phase 3 (create client)• June 30th FWD API Release• Sept 8th NWT Dev Complete (End of Sprint 30)

• Phase 4 (pricing): tbd

Salesforce Integration

• Bi-directional updates of Organization, Org Other Info, Contact, Contact Other Info, and Client Master• Requires Enterprise Version of Salesforce• Custom (Candy) Project. Everybody is a little

different.• Solid Error Logging to help the data steward.

Export to Third Party for Risk Underwriting• Part of the PEO system (Chocolate)• Allows you to manually or automatically queue up

deals to be underwritten by a third party.• Can send collateral files as well. (Loss Runs, CSA,

Etc.)• Currently, Risk Transfer is set up to do this.

RiskMD – Claims Analysis