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These slides may contain copyrighted materials and
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They may not be copied, used, or distributed by
outside parties.
Integrations:
Getting your
Foot in the
Door
© 2018, Redox, Inc. | redoxengine.com
Presented by Mary Moreno
November 14, 2018
3
Agenda
⋅ Introductions and Objective
⋅ Setting the Stage: Integrations by the Numbers
⋅ Gear Up
− Tools You’ll Need
− Know Your Audience
⋅ The Nitty-Gritty: Questions and Themes
For reference only, do not distribute.
4
Introductions
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5
5
⋅ Sales?
⋅ Integration SMEs?
⋅ Start-up, Small to Mid-Sized Company, or
Larger Company?
⋅ East Coast, West Coast, in-between? Denver?
Who are You?
For reference only, do not distribute.
My Turn: Who am I?
6
6
For reference only, do not distribute.
Today’s Goal
7
⋅ I’m not an engineer, or a salesperson! But I know
what’s up.
− Questions you’ll be asked and materials you should be
prepared to have
− Stay away from recommendations on implementation
or strategy
7
For reference only, do not distribute.
8
Setting the Stage
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Integrations by the Numbers
a successful integration strategy is crucial to
remaining competitive over the next 5 years
the right integration solution would greatly improve
business performance
have missed business opportunities as a result of
poor integration
characterize integration as the “Achilles heel” for
their organization
9
74%
81%
67%
59%
For reference only, do not distribute.
So What?
10
10
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11
Gear Up
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12
1. Customer’s integration requirements – the
“ecosystem”
2. Integration strategy & roadmap – what’s your
differentiator?
3. View of the competitor landscape
4. Scalable process for beta integrations
Tools You’ll Need
For reference only, do not distribute.
13
⋅ Chief Medical Officer
⋅ Chief Financial Officer
⋅ Chief Information or Security Officer
⋅ SMEs and Users: HL7 analysts, marketers, lab
techs, physicians, patients …
Know Your Audience
For reference only, do not distribute.
14
The Nitty-Gritty!
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Four Main Themes
1. Workflow, Operational Concerns
2. Breadth & Depth of Integration Offerings
3. Security & PHI
4. Data Integrity & Technology
15
For reference only, do not distribute.
1. Workflow, Operational
Concerns
16
⋅ What's the workflow like once I’m using the other application and data
is exchanged?
⋅ How do you push out updates to the integration, and would any
product updates be affected by the integration?
⋅ What are your future plans to integrate with … X? This is an application
I use often and cannot perform basic job duties without it in your tool.
⋅ What if I am using an older version of the other application?
16
For reference only, do not distribute.
2. Breadth & Depth of
Offerings
17
⋅ Which integrations do you offer? Or phrased differently, who
are your third party partners?
⋅ How long will it take to stand up a new integration if we (client)
want one, and what is your evaluation criteria around
accepting new integration partners?
⋅ What's your support model or SLA/alert downtime system for
these integrations?
17
For reference only, do not distribute.
3. Security & PHI
18
⋅ How secure are the integrations you build to third party applications?
− Access, PHI data, and from breaches
− Secrets & authentication with secure tokens, servers utilizing
encryption or secure storage
− SSO integration abilities, user administration and permissioning
18
For reference only, do not distribute.
4. Data Integrity & Technology
19
⋅ How can we tell where the data came from?
⋅ How frequently is the data updated from the third party application?
⋅ Do you use an architectural integration layer (i.e., a public API for
example) that allows development to begin readily and independently
from the core product?
⋅ Can I consolidate financial reporting in one place, even though the
application is utilizing data from different sources?
19
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20
Closing
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If Nothing Else…
⋅ Integrations are important.
⋅ Knowing your audience and users is pivotal in
determining the kinds of questions you will get.
… and
21
For reference only, do not distribute.
…Closing cont’d
22
⋅ You will receive a wide range of questions, so
know…
− Workflow, Operational Concerns
− Breadth & Depth of Integration Offerings
− Security & PHI
− Data Integrity & Tech
22
For reference only, do not distribute.
23
Q&A?
For reference only, do not distribute.
Thank You!
Social
https://www.linkedin.com/maryjoanmoreno
@naoJyraM
Email
mary.joan.moreno@gmail.com
For reference only, do not distribute.
Appendix - Sources
⋅ Dell Boomi 2017 Research, “The Connected Business: a survey report on business
connectivity and the importance of integration.”
https://boomi.com/blog/5-characteristics-integration-cloud-platform/
⋅ “4 Reasons Why Building Integrations Sucks.”
https://www.xillio.com/blog/4-reasons-why-building-integrations-sucks
⋅ “4 Key Elements of an Integration Strategy.”
https://www.xillio.com/blog/4-key-elements-of-an-integration-strategy
⋅ Maroon Bells photograph:
https://www.fs.usda.gov/recarea/whiteriver/recarea/?recid=82346
25
For reference only, do not distribute.

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EHR Integrations: Getting your foot in the door.

  • 1. Distribution Notice: 1 These slides may contain copyrighted materials and are intended for reference only. They may not be copied, used, or distributed by outside parties.
  • 2. Integrations: Getting your Foot in the Door © 2018, Redox, Inc. | redoxengine.com Presented by Mary Moreno November 14, 2018
  • 3. 3 Agenda ⋅ Introductions and Objective ⋅ Setting the Stage: Integrations by the Numbers ⋅ Gear Up − Tools You’ll Need − Know Your Audience ⋅ The Nitty-Gritty: Questions and Themes For reference only, do not distribute.
  • 5. 5 5 ⋅ Sales? ⋅ Integration SMEs? ⋅ Start-up, Small to Mid-Sized Company, or Larger Company? ⋅ East Coast, West Coast, in-between? Denver? Who are You? For reference only, do not distribute.
  • 6. My Turn: Who am I? 6 6 For reference only, do not distribute.
  • 7. Today’s Goal 7 ⋅ I’m not an engineer, or a salesperson! But I know what’s up. − Questions you’ll be asked and materials you should be prepared to have − Stay away from recommendations on implementation or strategy 7 For reference only, do not distribute.
  • 8. 8 Setting the Stage For reference only, do not distribute.
  • 9. Integrations by the Numbers a successful integration strategy is crucial to remaining competitive over the next 5 years the right integration solution would greatly improve business performance have missed business opportunities as a result of poor integration characterize integration as the “Achilles heel” for their organization 9 74% 81% 67% 59% For reference only, do not distribute.
  • 10. So What? 10 10 For reference only, do not distribute.
  • 11. 11 Gear Up For reference only, do not distribute.
  • 12. 12 1. Customer’s integration requirements – the “ecosystem” 2. Integration strategy & roadmap – what’s your differentiator? 3. View of the competitor landscape 4. Scalable process for beta integrations Tools You’ll Need For reference only, do not distribute.
  • 13. 13 ⋅ Chief Medical Officer ⋅ Chief Financial Officer ⋅ Chief Information or Security Officer ⋅ SMEs and Users: HL7 analysts, marketers, lab techs, physicians, patients … Know Your Audience For reference only, do not distribute.
  • 14. 14 The Nitty-Gritty! For reference only, do not distribute.
  • 15. Four Main Themes 1. Workflow, Operational Concerns 2. Breadth & Depth of Integration Offerings 3. Security & PHI 4. Data Integrity & Technology 15 For reference only, do not distribute.
  • 16. 1. Workflow, Operational Concerns 16 ⋅ What's the workflow like once I’m using the other application and data is exchanged? ⋅ How do you push out updates to the integration, and would any product updates be affected by the integration? ⋅ What are your future plans to integrate with … X? This is an application I use often and cannot perform basic job duties without it in your tool. ⋅ What if I am using an older version of the other application? 16 For reference only, do not distribute.
  • 17. 2. Breadth & Depth of Offerings 17 ⋅ Which integrations do you offer? Or phrased differently, who are your third party partners? ⋅ How long will it take to stand up a new integration if we (client) want one, and what is your evaluation criteria around accepting new integration partners? ⋅ What's your support model or SLA/alert downtime system for these integrations? 17 For reference only, do not distribute.
  • 18. 3. Security & PHI 18 ⋅ How secure are the integrations you build to third party applications? − Access, PHI data, and from breaches − Secrets & authentication with secure tokens, servers utilizing encryption or secure storage − SSO integration abilities, user administration and permissioning 18 For reference only, do not distribute.
  • 19. 4. Data Integrity & Technology 19 ⋅ How can we tell where the data came from? ⋅ How frequently is the data updated from the third party application? ⋅ Do you use an architectural integration layer (i.e., a public API for example) that allows development to begin readily and independently from the core product? ⋅ Can I consolidate financial reporting in one place, even though the application is utilizing data from different sources? 19 For reference only, do not distribute.
  • 20. 20 Closing For reference only, do not distribute.
  • 21. If Nothing Else… ⋅ Integrations are important. ⋅ Knowing your audience and users is pivotal in determining the kinds of questions you will get. … and 21 For reference only, do not distribute.
  • 22. …Closing cont’d 22 ⋅ You will receive a wide range of questions, so know… − Workflow, Operational Concerns − Breadth & Depth of Integration Offerings − Security & PHI − Data Integrity & Tech 22 For reference only, do not distribute.
  • 23. 23 Q&A? For reference only, do not distribute.
  • 25. Appendix - Sources ⋅ Dell Boomi 2017 Research, “The Connected Business: a survey report on business connectivity and the importance of integration.” https://boomi.com/blog/5-characteristics-integration-cloud-platform/ ⋅ “4 Reasons Why Building Integrations Sucks.” https://www.xillio.com/blog/4-reasons-why-building-integrations-sucks ⋅ “4 Key Elements of an Integration Strategy.” https://www.xillio.com/blog/4-key-elements-of-an-integration-strategy ⋅ Maroon Bells photograph: https://www.fs.usda.gov/recarea/whiteriver/recarea/?recid=82346 25 For reference only, do not distribute.