Board MeetingApril 17, 2017

IT Updates

Presented by:Venkat R. Koshanam, CIO, MHBE

Agenda

MHBE CIO Introduction

IT Dashboard

Key Functionalities by Category

Technology Migration - Status

MCO Shopping Integration - Status

CRM and LMS Integration - Status

MD THINK & MHBE

Q & A

MHBE CIO

Chief Information OfficerMaryland Health Benefit Exchange

Venkat R. Koshanam

Joined MHBE in May 2015 as PMO Director, successfully established IT Program

Management function overseeing complex IT initiatives and budget of ~$35 million.

Led the EDI Operations, Reporting, Quality Assurance and Special Projects functions.

Promoted to Deputy CIO in September 2016 and CIO in March 2017.

Over 22 years of hands-on IT experience in managing complex IT systems, leading

diverse teams and overseeing multi-million dollar budgets.

Bachelor of Science in Applied Science, Bachelor of Technology in Aerospace

Engineering, Master of Science in Management of IT degrees and various industry

standard certifications such as the PMP, PMI-ACP, ITIL, CISA, CSM, IT Benchmarking

and Advanced Program Management from Stanford University.

Over 22 years of IT

experience including 7 years

as CEO of an enterprise

software solutions firm,

strong educational

background, diverse and

hands-on IT experience

Career Highlights

IT Dashboard

Highlights - MD HBX Activities

M&

O R

ele

as

es

En

ha

nc

em

en

tsS

pe

cia

l P

roje

cts

Requirements

Design / Dev.

Testing

Implementation

Planning

Special Projects

Complete On-Track Planned At Risk

PMO, Security & IT Operations

Audit & Compliance support

EDI Operations,1095-A reconciliations

Continuous improvements to the CMS, IRS, DHMH and

other stakeholder reporting

Program management support to various initiatives

Quality Assurance and Test Automation initiatives

Reports consolidation and BI initiatives

Update online application income pages

Use Non-ESI MEC call for Medicaid

Coverage group changes

Medicaid and QHP defect fixes

QHP 834 override for escalated cases

PARIS (Phase 2)

Technology migration –

ForgeRock/SailPoint,

EDB Postgres, Content

Manager (Mongo DB)

Implement PARIS

Interface (Phase 1)

MCO Plan Shopping

Provider Directory

Integration

AUG

Title II income check

Attestation of incarceration

Audit trail improvements

XML based payment file

submission

Unscheduled redetermination for

Medicaid

FEB JUN

Requirements

Design / Dev.

Testing

Implementation

Planning

Status Key Functionalities

APR

Status Key Functionalities

Requirements

Design / Dev.

Testing

Implementation

Planning

Status Key Functionalities

Requirements

Design / Dev.

Testing

Implementation

Planning

SEP

Status Key Functionalities

Requirements

Design / Dev.

Testing

Implementation

Planning Prioritization in progress

with a focus on defect

fixes

Plan Certification

Renewals

DEC

Requirements

Design / Dev.

Testing

Implementation

Planning

Status Key Functionalities

CRM Phase 2 – DHMH

Integration

JUL

Requirements

Design / Dev.

Testing

Implementation

Planning Implement

Salesforce CRM

Phase 1 –

includes HBX

Integration

Status Key Functionalities

Mobile Release:

Mobile release deployed on 04/01/2017

No issues reported from the users

Salesforce CRM integration:

Phase 1 Testing in progress

Phase 2 Requirements Development on schedule

MCO plan shopping integration:

Requirements and Design completed

Sprints 1 and 2 development completed

TARGET DEPLOYMENT

ACTIVITY OPERATIONAL EFFICIENCY

COMPLIANCE COST SAVINGS

APRIL 2017

• Technology Replacement- EDB Postgres, Mongo DB,

SailPoint IdentityIQ, ForgeRock Open AM

• PARIS Interface integration

JUNE 2017

• 834 override functionality for escalated cases and error

resolution

• Update the online application income screens to improve

consumer experience and reduce incorrect reporting of

income

• Electronic transfer of Voter Registration information to State

Board of Elections

• Implement Non-ESI MEC call for Medicaid

• On a monthly basis, check the MAGI Medicaid population

for Non-MAGI coverage

AUGUST 2017

• MCO plan shopping integration

• Provide MCO selection functionality to enter Medicaid

population through HBX

• Provide seamless and instantaneous enrollment for all

MAGI Medicaid consumers

• Add ability for consumers to change MCOs directly using

the online application without call center assistance

• Add ability for consumers to select their PCP along with

MCO plan selection

Key Functionalities by Category

Technology Migration – Status

JUNE JULY NOV DEC

JAN

REQUIREMENT GATHERING / PROOF OF CONCEPT

AUG OCTSEP

DEVELOPMENT

FEB MAR

TESTING

APR MAY JUN

POST DEPLOYMENT MONITORING

2016

2017

GO-LIVE

STABILIZATION

New solution stack successfully deployed on April 2

MCO Shopping Integration - Status

SEP

NOV DEC JAN MARFEB JUNAPR MAY JUL AUG SEP

Requirements & Scope

Design

Development

INT/UAT/Art Negative Testing

Training

Testing with MCOs

Testing with MMIS

Application demonstration Go Live

Requirements and ScopeDesign Development – Sprints 1 and 2 completed

Stabilization and Monitoring

Salesforce CRM Integration - Status

JAN FEB MAR MAYAPR AUGJUN JUL

Requirements and Scope

Data cleansing for migration

Design and Development

System integration Testing

UAT

User Training

Solution migration

Post-deployment support

GO LIVE

1

2

3

486

7

5

Requirements and ScopeDesign completedPhase 1 Development completed Initial data extraction completedTesting – Phase 1 in progress

Appinium license acquisition and code freeze

LMS Implementation - Status

2017Nov Dec 2017 Feb Mar Apr May

Infrastructure set-up [Salesforce environment and communities]

11/4/2016

Credentialling - Stakeholder sign-off on Requirements

3/3/2017

LMS Sprints begin

11/7/2016

LMS Sprints end

2/9/2017

End-to-end testing completed

3/21/2017

Production Deployment

4/14/2017

Post deployment support5/26/2017

Requirements gathering

Environment set-up

Communication channels

LMS Sprints

11/7/2016 11/25/2016SPRINT 1

11/28/2016 12/16/2016SPRINT 2

12/19/2016 1/16/2017SPRINT 3

1/16/2017 2/9/2017SPRINTS 4 & 5

Stakeholder Testing

Stakeholder Preparation - User Account Creation

LMS Training and Support

Production Deployment

Post deployment support

MD THINK and MHBE

Common MD THINK hosting platform on AWS cloud Migrate HBX solution first

Security stack

HBX DHR and DHMH systems

Shared Data Repository

Secured data flowMove data from EDB

Postgres to SDR

Security stack integration support

API Development

Back-end integration support

Funds to MHBE from DHR through MoU

$ 2.5 million for FY 2018 for ~ 16

resources at MHBE to perform the DDI work identified in the workflow diagram

IDIQ-NTE increase request for 2018 will be presented for vote in May 2017

Advantages to MHBE: 1. 20% Cost savings over

current Hosting contract2. Early integration with

MDTHINK will enable technology stabilization ahead of September 2018 Go-live

MD THINK Program Overview

Subramanian Muniasamy – Chief Technology Officer

12

MD THINK is a transformational, groundbreaking technology program that will modernize all

the major Health and Human Services Systems in the State of Maryland

Overview

Shared Services

Shared Data Repository

Mission Specific Applications

Access Control & Governance

CARES

DHR-FIA

DHMH

Cottage

Apps

CSES

DHR-CSEA

CHESSIE

DHR-SSA

ASSIST

DJS

MHC

MHBE

Point to Point Access Control and Governance for Workers

Siloed Systems with Disjointed User Experience

Centralized Access Control and Governance for All Workers

Streamlined User Experience

Fu

ture

Sta

te

13

Mobile Apps

Web AccessAccess Management Identity Management

Consumer

Benefits Portal

Eligibility Determination Business Rules

(SNAP, TANF, MORA, OHEP, QHP, APTC, Medicaid, CHIP, …)

ESBBatch Interfaces & ETL

(Federal, State Agencies)

Data

API Management

Business Process Management

Applications

IE Worker portal

Consumer API (s)

API Gateway

Worker API(s)

Data Integration

MHBE Consumer

Portal

MHBE Worker

Portal

Child Welfare

Worker Portal

Child Support

Worker Portal

Document Generation & Notices Enterprise Search

Analytics & Reporting

MDM(Client & Provider Index)

Document Management Big Data Analytics System Monitoring Audit Logging & Analysis

De

plo

ym

ent

Ma

na

ge

me

nt

(De

vO

ps)

• Flexible, auto-scaling “pay

as you go” Cloud

infrastructure

• Integrated web & mobile

platform for consumers and

workers to provide user

friendly and efficient access

• APIs for all client and

worker functions, and for

all business and technical

areas to support plug and

play architecture

• Well defined Shared

Platform for supporting all

Agency Apps, architected

for additional agencies

across the State

• Shared Data Repository

provides a 360 degree

view and advanced

analytics across all

programs and various

product databases

HighlightsCloud

Infrastructure RIDP

FDSH Interfaces

Other Federal

Interfaces

State Interfaces

SSA

VAHI

VLP

MEC

Max APTC

IRS

SSA

DRS

ACF

MMIS/DHMH

EBT/EFT

Bureau of Empl. Prog.

State Treasury

LDSS

Leverage from MHBE

Shared Data/Document

Repository

MHBE DB CW COTS DB CS COTS DB

ESB COTS DB BPM COTS DB MDM COTS DBShared Platform

Agency Applications

Legend:

Enroll

MHC

MD

Benefits

MD IE

Worker

MD CW

Worker

MD CS

Worker

The MD THINK Application Architecture will provide a groundbreaking shared platform

supporting multiple Mission Specific Applications

Application Architecture

14

Program Roadmap

MD THINK will implement 12 major projects to achieve the future state, taking an agile

approach with multiple releases through the duration of the program

1

2

3

4

5

6

7

8

9

10

11

12

Project ID

Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

2017 2019

Base Infrastructure

Sep 2017

HBX

Integration

EE Release

Jun 2018

CW Live

Sep 2018

EE Release

Dec 2018

Shared

Plat.

Complete

CS Live

Jun 2019

EE Complete

Sep 2019

MD THINK Complete

Dec 2019

MORA

Sep 2017

ABAWD, OHEP

Jan 31

FSP

Jun 2018

TCA,TDAP, Non-MAGI MA

Dec 2018

PAA, EAFC, Burial

Jul 2019

4/17 - 9/17AWS, DevOps, Monitoring, Audit

4/17 - 9/17Identity & Access Management (AWS)

4/17 - 9/17API Gateway, API Management (AWS)

Consumer & Worker APIs (HBX Integration)

4/17 - 12/19Shared Data Repository, Big Data, Analytics & Reporting

6/17 - 6/18MDM, Enterprise Search

7/17 - 9/18Child Welfare/DJS Worker Portal & Mobile Apps – CHESSIE/DJS Assist Replacement

7/17 - 6/19Eligibility Determination Business Rules (All Programs)

7/17 - 6/19ESB, Data Integration, BPM, Batch Interfaces, ETL

7/17 - 6/19Document Generation & Notices, Document Management

7/17 - 9/19Eligibility & Exchange (Consumer Benefits & EE Worker Portals & Mobile Apps) - CARES Replacement

1/18 - 6/19Child Support Worker Portal & Mobile Apps

Project Name

Consumer & Worker APIs (All Client & Worker Systems) 4/17 - 6/19

15

Where do we Stand

Advance Planning Document (APD) is Approved

Finalized the Program Road Map & Solution Architecture

Cloud Infrastructure Set up Work is in progress

Configuration Team/Software procurement is in progress

1

2

3

4

Actively working on all aspects of program structure, team building, solution architecture,

program planning and execution of projects that are underway

Q and A

Technology Migration – modernized architecture (80% cost saving over 5 years)

Presentation Layer

Consumer Portal Worker Portal

Shared Services

DMZWebSEAL

Business Layer

Corticon FUSE ESB JBOSS APP Server

Content Management

FileNet CE FileNet PE

Presentation Layer

Consumer Portal Worker Portal

Shared Services

DMZ

Apache HTTP Server OPENAM AGENT

Business Layer

Corticon FUSE ESB JBOSS APP Server

EDB Postgres

Identity/Access Management Layer

FORGEROCK (OPENAM)

SailPoint (IdentityIQ)

Active Directory SQLServer

Existing Component New Component

Modernizing

DB2

Identity/Access Management Layer

Active Directory

ISIMISAM

DB2

DB2

Content Management

MHBE Content Manager MHBE Workflow

MongoDB

Data Layer Data Layer

ApplicationFunctional Area

MobileIntegration

Interface/ Batches Security Functions Data Conversion / Reports

SPRINT 1 Initial Application Processing

N/A • CRISP Interface,• Notices related to MCO

eligibility

Access control for SVN and database

Provider data migration from CRISP

SPRINT 2 Processing a change report on an application.

Initial Application Processing

• MMIS Interfaces,• Notices related to MCO

enrollment

Role Based Access control for application functions

Stakeholder Reports

SPRINT 3 Integration of Provider directory to support the MCO selection

Processing a change report on an application.

• Updates to the existing Notices for the text changes

• MCO Interfaces (834 Generation )

Secure access control and encryption for PHIinformation( HSNI)

Executive reports

SPRINT 4 Auto assignment of MCO and Reenrollment

Integration of Provider directory to support the MCO selection

• Art Negative Interfaces to support MCO correspondence

• HSNI Interface

Roles configuration to access application for MCO selection

Data migration for existing MCO consumers

SPRINT 5 Test and Fix Mode Auto assignment of MCO and Reenrollment

• DHMH Eligibility interface to consume MCO eligibility

MCO/DHMHreconciliation reports

HSNI – Health Service Needs InformationCRISP – Chesapeake Regional Information System for PatientsPHI – Protected Health Information MCO – Managed Care Organization

MCO Shopping Execution Approach

Build/Configure Integration Convert Data and Generate Reports

Test, Train and Deploy

SPRINT 1 Configure Cases, Contacts and all custom objects

Set up of Integration Sandboxes Complete Data Extraction from Oracle CRM

Set up Testing Environment

SPRINT 2 Configure Case Assignment and Escalation Rules

LMS Integration & Analysis/Design of CTI Integration

Field Mapping and Conversion Strategy Defined

UAT – Sprint 1 Testing

SPRINT 3 Set up of Email Alerts and Task Management

Design of HBX Integration & Environment Set up

Design Data Archival Solution and Develop Environments

UAT – Sprint 2 TestingStakeholder – Sprint 1 Testing

SPRINT 4 Set up Roles, Profiles and Data Security Model

Build HBX Integration Data Cleansing StrategyDefined and Implemented

UAT – Sprint 3 TestingStakeholder – Sprint 2 Testing

SPRINT 5 Set up Knowledge Base, Email2Case, Web2Case

Build CTI Integration* Pilot Data Migration with Complete Data Set to identify Challenges

UAT – Sprint 4 TestingStakeholder - Sprint 3 Testing

SPRINT 6 Build Identified Visualforce Pages & Enhance User Experience

Complete Build and Deploy Integration to Test Environment

Build Reports and Dashboards UAT – Sprint 5 TestingStakeholder – Sprint 4 Testing

SPRINT 7 Integrate All Modules and Go Live Deployment

All Bugs fixed and Deploy Integration to Production

Data Cleaned, Archived and Perform Go Live Data Migration

End to End Testing and Stakeholder Training and Approval

CRM Salesforce Execution Approach