The 2016 Catavolt Client Summit was hosted at Le Meridien Perimeter in Atlanta, Georgia on October 6 - 7. The two day summit included on-site training, customer presentations, and a keynote address from Bob DeRodes, former CIO of Target, Delta Airlines, and The Home Depot.
3. THE FACES OF INNOVATION
Innovation takes
Vision – See’s the world as it should work
Courage – Go against conventions to initiate change
Creativity – In both technology and culture
Tools – The technical ability to do it
“Before the printing press was discovered, a century was equal to a thousand years.”
H.D. Thoreau
Catavolt
Helps
Here
5. OUR FIRST INNOVATION: PRESERVATION
Existing investments technology systems is staggering
Middleware needed to connect legacy computing to mobile, cloud,
analytics and IoT
We created the dual model architecture – the core of the Catavolt
solution
6. OUR SECOND INNOVATION: SECURITY
Can we completely mask infrastructure from the outside world
while making it widely accessible?
Data Origination Masking, API Gateway and Air Gaps
7. OUR THIRD INNOVATION: TIME
Why build an app when you can just describe it?
Meta-data driven systems is in the DNA of Catavolt’s founders
It worked well for client server
It’s power was magnified by the cloud
10. CATAVOLT’S PROGRESS
99.999% uptime, got
our fifth 9!
Users in 32 countries,
offices in GA and CA
180% Growth in new
Clients
Deployed our 2,000th
app!
11. Xx x` x
Innovation Ideas
From Your Peers
How to best leverage
your investment in
Catavolt
How Catavolt’s people
can help you achieve
your goals
Become part of a
supportive
environment of like
minded
professionals
TODAY’S GOALS
18. TRANSFORMATION LESSONS LEARNED
THICK
Sophisticated applications
with rich user interfaces.
• Transformations are never just about IT… you can’t go it
alone
• True change agents have a short lifespan
• Transformation requires leadership with a shared vision and
the right measures of success
19. TRANSFORMATION LESSONS LEARNED
THICK
Sophisticated applications
with rich user interfaces.
• Transformations are never just about IT… you can’t go it
alone
• True change agents have a short lifespan
• Transformation requires leadership with a shared vision and
the right measures of success
• Organizations can absorb only so much change at one time
20. TRANSFORMATION LESSONS LEARNED
THICK
Sophisticated applications
with rich user interfaces.
• Transformations are never just about IT… you can’t go it
alone
• True change agents have a short lifespan
• Transformation requires leadership with a shared vision and
the right measures of success
• Organizations can absorb only so much change at one time
• Transformations need resident technical skills at all levels,
especially during a crisis
21. TRANSFORMATION LESSONS LEARNED
THICK
Sophisticated applications
with rich user interfaces.
• Transformations are never just about IT… you can’t go it
alone
• True change agents have a short lifespan
• Transformation requires leadership with a shared vision and
the right measures of success
• Organizations can absorb only so much change at one time
• Transformations need resident technical skills at all levels,
especially during a crisis
• Transformations can deliver unexpected positive changes
27. SUPPORT AND PRODUCT ENHANCEMENTS
200+
200+ minor
enhancements in 2015
90%
Over 90% customer support
issues closed within 4 hours
55
New function
enhancements in 2015
Visit
support.catavolt.com
75% NPS
Score
SOC2 Certified
Type I and Type II since
2014.
28. THE “TURNING POINT”
In 2015 more apps were created and deployed by our clients than
by our internal team….
In 2016 the ratio is 6 to 1
31. VISION FOR THE FUTURE
SSLSSL
SAP, Oracle,
Microsoft
Dynamics
Databases
Web Services
Analytics
Custom apps
Big Data Catavolt Connectors
Catavolt API
Gateway
Firewall
Mobile API
OPEN CONNECTOR MODEL CLOUD HUB ORCHESTRATION
USER EXPERIENCE
INDEPENDENCE
32. OPEN CONNECTOR MODEL
Catavolt provides 20+ standard connectors.
Now you can write your own:
-with simple Java interface
-and 100% compatibility across all other connectors
33. EXAMPLE CONNECTOR: META DATA
@Attribute(key=true,keySequence=1)
public String id;
@Attribute(jsonPath="sys/country")
public String country;
@Attribute
public String name;
@Attribute(jsonPath="coord/lat")
public BigDecimal lat;
34. EXAMPLE CONNECTOR: QUERIES
httpResponse =
DataObjectHelper.invokeHTTPRequest("http://api.openweathermap.org/”);
ArrayList<DataObject> result = new ArrayList<DataObject>();
JSONArray list = jsonResponse.getJSONArray("list");
for (int i=0;i<list.length();i++) {
WeatherByCity bean = new WeatherByCity();
DataObjectHelper.loadFromJSONObject(city, bean);
result.add(bean);
}
return result;
35. API GATEWAY DIAGNOSTICS
See every API gateway call with request, response and
processing time
Full SQL details
Works for custom actions and stored procedures
36. CLOUD ORCHESTRATION OPEN PLATFORM
Standardized on Open API Initiative
All incoming and outgoing communications via REST/Swagger
Offers compatibility with IBM, Microsoft, AWS and other cloud providers
40. DATA OBJECT MANAGEMENT
Data object indexed
across every use
including
• All Extender
References
• Substitution
variables
• XML requests
41. NOTIFICATIONS
API Gateway configured to
send text, email and push
notifications
Simple interface allows
notifications from inside or
outside Catavolt
53. 53Information Technology
• Mobile means something mildly different for
each beneficiary of the technology
Key Concepts
What
How
Why
• Organizations achieve their mobile based on
their conceptualization of what it is
• Why are we mobilizing?
• Why do we care?
• Why…?
54. Information Technology 54
Something has to give
“Everybody wants some” – Van Halen
• Some Companies are seeking mobility while others avoid it
• At some time in your career you will be asked to provide, explain or at a minimum explore mobility. Our journey has been
and continues to be one of exploration, learning, experimentation and surprises
• Somewhere in the processes and challenges your organization faces you can leverage this technology and you may not
even realize it yet
• Somehow in the process of exploring needs realization flings open the door of possibility. Whether it’s the question asked,
colleague engaged in discussion or the nagging process that simply won’t stay off of your to do list something will provide
“The Hook”
55. Information Technology 55
The Hook!
Our moment of clarity!
• It never is it seems
• We were expecting everyone to throw a party and fall in love
Not what I expected
Not when I expected it
On gifts and not looking large animals in the mouth…
• Always when you least expect it (probably least prepared as well)
• We waited, plotted and designed for over two years
• The first project wasn’t even on our radar
• The second project was a filler
• The payoff was all about the money
56. 56Information Technology
• Rapid Response
– Active mfg order status
• Item Cross Reference
– Field Competitor Item X-Ref
• Notice-Report Distribution
– E-Mail and Notification Control
• Warsaw – CMF&T
– View incoming orders
– View our flash transactions
• CMF&T Manufacturing
Project Overviews
Shop FloorOperations
56
Marketing & Sales
• Mobile Sales
• Loaners
• TMJ Tracking
Inventory
• Audit Team
• Distributor Services
– Item Lookup (Active/Inactive)
58. Information Technology 58
What is important?
"Never give in, never give in, never, never, never, never—in nothing, great or small, large or
petty—never give in except to convictions of honor and good sense.“ – Winston Churchill 29
Oct 41
• What is important
– to our business?
– to our management?
– to our customers?
• What are our goals for being a partner with the business we support?
• Where will the expertise for our solutions reside?
• We have utilized a process of getting the business to pull from us rather than our pushing to them and it is working
• We actively speak and portray ourselves to the business as their partners seeking to deliver solutions and solve their
problems
• We preach a mantra of “Fast Function” to our business and they are buying in
61. USING MOBILITY TO IMPROVE
FIELD SERVICE DATA
AL MEYERS
DOUGLAS MACHINE
62. WHO IS DOUGLAS MACHINE?
THICK
Sophisticated applications
with rich user interfaces.
/
• Engineer-To-Order
Packaging Equipment
Manufacturer
• 650 Employees (Owners)
Alexandria, Minnesota
63. IT PROFILE
THICK
Sophisticated applications
with rich user interfaces.
• 1979 – Installed S/34 MAPICS
• 2016 – XA 9.1.2 on Power 8
• Staff – (5) System Programmers
• Priorities – Leverage Catavolt to enhance remote user’s
effectiveness
64. TECH SERVICES
THICK
Sophisticated applications
with rich user interfaces.
Provide all field service support for new and existing
equipment in plants around the world including:
• New machine installations
• Troubleshoot and resolve performance issues
• Provide customer training
• Identify and order replacement parts
• Identify and propose equipment enhancements
• Process warranty claims
• Preventative maintenance
65. THE PROBLEM: FIELD SERVICE DATA
THICK
Sophisticated applications
with rich user interfaces.
• Data stored in many places
§ Power-Link, third party packages,
Lotus Notes, Excel, Word…
§ Convoluted, disconnected, inefficient
• Data entered multiple times & inconsistent.
• No standard work instruction procedures.
• Difficult to backfill all positions.
66. SOLUTION PLAN: IMPLEMENT “INFORCE”
THICK
Sophisticated applications
with rich user interfaces.
• First prerequisite was to spin up Infor ION
• We needed to find a 3rd party integrator with
experience
• We purchased a limited number of SalesForce
subscriptions for 1 year
• We didn’t like the associated costs and
challenges to implement
67. CATAVOLT EDUCATION
• Was already on our roadmap for a refresher
• Scheduled training for 3 days onsite
• Instructor had experience with CRMi
Day 1 Day 2 Day 3
Start of training Solution is taking shapeWorkshop on CRMi
68. A NEW DIRECTION
• By Day 3 we could see rapid progress
§ Ready for alpha testing at a fraction of the cost
• Decided to switch solutions
• Assigned development resources to continue
working on final delivery
69. FUNCTIONS NEEDED
• Account
management
• Account contacts
• Customer cases
• Case activity tasks
• CSM quotes, orders
& shipments
• Trip reports
• Expense reporting
• Labor reporting from
the field
• Contracts
§Reliability
Assurance Program
• Scorecard Metrics
70. THREE DAYS
Did you have to create a lot of new
objects? Yes.
For what?
• Customizing CRMi to fit our
requirements.
• All of our development and
customization took place in XA
Power-Link first.
• We did very little work to match the
data to Catavolt. Catavolt Form
Designer allowed us to create
custom forms.
• We now have the ability to Export
the Form to a PDF and email the
quote much faster than before.
We begin with what CRMi had to offer:
• Accounts, Contacts, Account Contacts,
Incidents, Activities, Activity Tasks, Leads,
Opportunities, etc.
We built Secondary Objects over CRMi for more
flexibility:
• Accounts, Contacts, Account Contacts, Cases
(Incidents), Call Reports (Activities), Action
Items (Activity Tasks), Inquiries (Leads ), Field
Service & Parts Requests (Opportunities), etc.
What functions did CRMi not do?
• Select which product(s) the call is for, assign
team members for each call, capture trip
reports, capture expense reporting, capture
labor reporting from the field, etc.
71. BENEFITS
• Easy to use, simple to navigate, intuitive
• Employees use Power-Link when in office
• They use Catavolt when on the road
• Same functions, consistent experience
• Way better than VPN
• Much easier to backfill a tech
• Front-end sales department is excited now
§ They can see what’s going on at their accounts
72. BENEFITS TO IT
• Users love this solution. Now they want more.
• IT is able to respond quickly
§ Integrator
§ Catavolt
• We are making our deadlines
• Our users are happy
73. BENEFITS TO IT
• Users love this solution. Now they want more.
• IT is able to respond quickly
§ Integrator
§ Catavolt
• We are making our deadlines
• Our users are happy
74. LESSONS LEARNED
• Assign team to project in a conference room
setting
§ Extremely productive
• Catavolt has come a long way
§ Evolution similar to Integrator
§ Recommend others take a serious look at it
75. IMPROVING PATIENT CARE WITH
DISCHARGE Rx DELIVERY APPS
JERRY SMITH, BRAD NELSON, RICHARD THOMAS
PROXSYS Rx
76. Health System or ACO
Cost Abatement & Revenue Preservation
Proxsys Rx – Value Proposition
Pharmacy Driven
Performance Programs
1 Pharmacy-Levered
Population Health
Management
Proxsys Rx’s business model fills the “pharmacy gap” that exists for
health systems by delivering specific capabilities that solve the related challenges
Technology Enabled Services
2
79. Discharge Rx Delivery (DRxD)
• Proprietary APP facilitates an effective
and efficient five-step process.
• Provision of all process development,
personnel/training and marketing tools
• Multiple reporting capabilities
DRxD provides a technology enabled, scalable service that enhances patient engagement activity and
prescription compliance
Deliverables: 1) Low cost 2) Revenue impact 3) Touches key performance measures 4) Access to data
80. Discharge Rx Delivery (DRxD) Process and Tools
Patient Engagement &
Enrollment
Patient Acceptance
and Documentation
Submission to
Pharmacy
Delivery & Counseling
(if necessary)
Post-Stay Patient
Engagement
APP Technology
manages a
5-Step Process
Unit communications tools
81. DRXD - Technology Enabled
PATIENT ENGAGEMENT &
ENROLLMENT
• Present DRxD Service to eligible
Patients
• Patient accepts or declines
82. DRXD - Technology Enabled
PATIENT ACCEPTANCE & DOCUMENTATION
• Eligible patient accepted DRxD Service
• Rx Care Advocate (RCA) secures patient
information
• Patient signature confirms service
83. DRXD - Technology Enabled
SUBMISSION TO PHARMACY
• Detailed patient information
• Prescription information
• Payor information
89. DRXD - Technology Enabled
DELIVERY & COUNSEL (if required)
• Patient signs for HIPAA, medication
counseling and receipt of medication(s)
• If patient does accept counseling, visual
streaming occurs with Pharmacist on iPad
90. DRXD - Technology Enabled
POST STAY ENGAGEMENT
• Que created from patients deliveries
• Patient engagement is RCA-driven
– Relationship establishment
92. DRXD - Technology Enabled
REPORTING
• Patient engagement touches
• Prescription delivered
• Program specific results
• Monitor high risk
• Comparative bench-marking
• Configurable reporting
• Financial Reconciliation
93. Proxsys Rx DRXD - Value Proposition
• Creates significant ROI
• Lowers operating expense associated with Discharge RX
• Increases revenues for pharmacy due to increase
bandwidth
• Preserves revenues for health system by enhancing CMS
performance measures
• RAR
• VBP-HCAHPS
• Improves STAR ratings with payors for pharmacy AND health
system
• Medical Loss Ratio reduction with any ACO or risk business
96. HARD ISSUES - DEFINITIONS
THICK
Sophisticated applications
with rich user interfaces.
• What is the problem
• Clear Vision of the final App
• Early workflow definition
97. HARD ISSUES – PLAYING FIELD
THICK
Sophisticated applications
with rich user interfaces.
• Discovery Document
• Permissions and Access
• On-demand VPN
• Full Admin permissions on API Gateway
• Read-write access to test databases
• No schedule/ remote work
98. HARD ISSUES – THE PUNCH LIST
THICK
Sophisticated applications
with rich user interfaces.
• Starts with SOW
• Trickles down to specific tasks
• Keeps project on track
• Prevents scope creep
99. HARD ISSUES – FUNDING
THICK
Sophisticated applications
with rich user interfaces.
• Money
• Team time
• External resources (IT, Backend system knowledge,
etc…)
100. HARD ISSUES – DECISION MAKING
THICK
Sophisticated applications
with rich user interfaces.
• Single tactical decision maker
• Design by committee does not work well
101. SOFT ISSUES– APP BUY-IN
It’s all a waste if users don’t use it.
103. ENTICE
THICK
Sophisticated applications
with rich user interfaces.
• The app benefits the user
• The users know they need it
• They can be hard to convince
• The app is easy to use
• Similar to existing form, maybe
104. EDICT
THICK
Sophisticated applications
with rich user interfaces.
• Management says do it, period
• Think: legal requirement
• Tie it to their pay
• This sounds heavy-handed, but it doesn’t have to be
• SEL
• Exotic Metals
106. THE IMAGINATION GAP
New Technology My World, My Problems
Mobile Cloud
Programming
Architecture
Toolset
ScalabilitySecurity
Orders
CustomersPatients
Machines
Records
Schedules
Contacts
Imagine
IT is good
at this
LOB – not
so much
107. BRIDGING THE IMAGINATION GAP
THICK
Sophisticated applications
with rich user interfaces.
• The burden is on LOB to do this
• Only they can lead
• SNA Europe
• LOB manager assembled team
• “Think of a mobile application”
• “I can’t think of one” is not an option.
108. THE PERFECT USE CASE
THICK
Sophisticated applications
with rich user interfaces.
• Matters to users and company alike
• Need is frequent (daily)
• Need is widespread (lots of people)
• App is easy to learn and use
• Humana
109. CATAVOLT AS A SCALABLE SOLUTION
TORREY WILLIAMS, SAM BOLES
ATLANTA COMMUNITY FOOD BANK
110. ABOUT US
• The Atlanta Community Food Bank distributes food and grocery products to
a network of more than 600 nonprofit partner agencies in 29 metro Atlanta
and north Georgia counties.
• The Atlanta Community Food Bank distributed a total of 69.3 million pounds
of food and grocery products enough for nearly 58 million meals. This is a
12.3% increase over the prior year.
• For every dollar donated, the Atlanta Community Food Bank is currently able
to distribute more than $9 worth of grocery products back into the
community - enough to provide 4 meals.
111. WHY CATAVOLT?
• Efficient mobile presence for E-Commerce
• Scalable solution
• Ease of Administration
• Customizable
112. WHAT IS NEXT?
• Web portal development
• Geolocation integration
• Self-service tool implementation
• More to come…
113. GET INVOLVED
• Join Independent Users Group
• Join Quarterly Training
• Register at support.catavolt.com
114. THE YEAR AHEAD
• Continue open platform
momentum
• Enhanced orchestration via Ozy
• Think beyond mobile