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True BUSINESSPowerPoint Presentation Template

January 2020

Wakely Broker Consulting Services

WakelyBCS Market Insights Benchmarking Dashboard

PRESENTED BYKrista K. Penn, Business Intelligence Consultant

BEYOND THE NUMBERS

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Product Overview

A next generation data visualization tool designed to help our clients better respond to the needs of employer groups seeking to understand and maximize their health benefits.

Optimized for real-time viewing on your computer Allows for live interaction with and customization of

dashboard for your analysis and presentation needs

Dashboard can be printed as a PowerPoint presentation or pdf for dissemination to employer groups

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● For 12 consecutive years, Gartner has recognized Microsoft as a leader in analytics and business intelligence.

● As of February 2019, Microsoft’s Power BI solution is the clear leader in the business intelligence sphere, scoring high in both “ability to execute” and “completeness of vision.”

Power BI – Best in Class BI Platform

Link: https://info.microsoft.com/ww-landing-gartner-mq-bi-analytics-2019.html

● The dashboard is built using Microsoft Power BI.

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Available only to licensees through Microsoft Power BI Service

Dashboard Security

You have flexibility in deciding how to make employer group data available within your organization

Team, branch office, state, regional levels

Row-level security is enforced on all client data Only authorized individuals affiliated with your

organization have access to your client data

No restrictions are placed on aggregated data

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Dashboard Demo – Home Page• Select your client and set your desired benchmarking filters• Benchmark against yourself

Customize with your own logo

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Dashboard Demo – WakelyBCS Benchmarking• Compare your client’s plan design against other participants at a glance• Plan design elements currently covered: coinsurance, copays, deductibles, OOPMs,

employee contributions, HRA/HSA employer funding, premiums, and enrollment

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Dashboard Demo – WakelyBCS KPIs• Dig deeper into the WakelyBCS benchmarking data using the Key

Performance Indicator (KPI) reports

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Dashboard Demo – Public Benchmarking• Reference public benchmarks from the annual Kaiser Family Foundation

Employer Benefits Survey (https://www.kff.org/health-costs/)

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Option #1 - Data Entry Form

Data Collection

Manual data entry required For brokers who would

like guidance in entering data Form includes save

and lookup functionality Based in Excel Multiple workbooks

can be submitted

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Option #2 – Bulk Load Methodology

Data Collection

For brokers with internal infrastructure and resources in place to configure and send data extracts from your own data repositories

Layout and content must conform with instructions laid out in:

Data File Layout

Data Dictionary

Data submitted to WakelyBCS via FTP server as .xls,.xlsx, .txt or .csv format (no xml)

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Future Plans – 2020 and Beyond

2019:• 2,000 Employer Groups• 4,500 + Plans

2020:• 4,000 Employer Groups• 9,000 + Plans

Beyond 2020:• 8,000 Employer Groups• 20,000 Plans

• Participation Goals

2019:• Medical benefits benchmarking• Access to public benchmarks

2020:• Year-over-year trending• Other employee benefits

Beyond 2020:• Expanded filtering capabilities• AV calculator & benchmarking

• Dashboard Enhancements

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Decide which data submission methodology works best for your agency

Next Steps

Review training materials or schedule a training with us: Data Entry Form Tool

Bulk Load Methodology

Submit your data by May 15, 2020 Submit early if possible to allow time for identifying and

correcting errors

Let us know you are interested in participating!

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For additional information, please contact:

Scott King, Vice President - Business DevelopmentWakely Consulting Groupc: 720.281.4742e: ScottK@wakely.com

Krista K. Penn, Business Intelligence ConsultantWakely Consulting Groupo: 720.510.7002e: Krista.Penn@wakely.com