Systems Integration
James Antonino, Chief Technical Officer
Agenda
Why 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
o
o
o
Compliance – HIPPAA
Security
Transfer Protocols
Data Representation
Data Issues
o Data translation
o Differing Business Rules
Performance
• Asynchronous
• System Availability
• Latency
Integration Strategies
Vertical and Horizontal Integration
Summarizing the Values of Each
Vertical
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