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How Kaiser Permanente Uses
Jira Software for Analytic
Data Management
BRIAN SIKORA | SENIOR DIRECTOR | KAISER PERMANENTE
MELANIE MCLEOD | SENIOR OPERATIONS CONSULTANT | KAISER PERMANENTE
I am constantly wondering if
I’m just repeating an analysis
that has been done 10 times
already somewhere else at KP
“
”
Finding other
analysts is hard -
even if profile data is
out dated - just
having this would
make my day to day
experience better
When making an analytic
request, it often feels as though
it enters a black hole without a
clearly communicated timeline
“
”
“
”
Melanie McLeod,
Senior Operations Consultant
Brian Sikora,
Senior Director
Brian works in collaboration with regional leaders to set the
department’s strategic direction, prioritize analytical needs, to
maintain robust recruiting and professional development
programs, and to continually improve the quality of the region’s
analytical infrastructure. Brian also represents the Northwest
Region in KP Program level initiatives and in state regulatory
and customer-facing functions. He holds a Master’s degree in
Healthcare Administration from Portland State University and a
Bachelor’s degree in Corporate Finance from the University of
Pittsburgh. Brian is a graduate of the 2014 Kaiser Permanente
Executive Leadership Program at Harvard Business School. He
held many roles in the healthcare industry over the past fifteen
years including supply chain, finance, electronic medical
records installation, and most recently analytics.
Melanie works on several enterprise wide analytic efforts
including the SAS Stewardship Council and Analytic
Infrastructure Council. She is based in Oakland and works on
the national level. She holds a masters in Sustainable
Development and Public Health Informatics.
Agenda
Introduction: Kaiser Permanente
Analytic Knowledge Management Ecosystem
Analytic Request Management Using Jira
Customization and Next Steps
Introduction:
Kaiser Permanente
KAISER PERMANENTE TOUCHES THE LIVES OF MILLIONS
OUR GROWTH
• 11.8M Members
• $63B in revenue
• 42 Hospitals
• 680 Medical Centers
• 200,000 Employees
OUR DATA AND POTENTIAL
MAGNITUDE AND DIVERSITY OF ANALYTICS
Kaiser Permanente has
more than 60 decentralized
analytic groups
THE CHALLENGE
Analytic Knowledge
Management Ecosystem
Knowledge
Management will
connect groups
across KP to
improve analytics
INTEGRATION AND COLLABORATION
DESIGN
PRINCIPLES
Findings and
recommendations
based on 2016
analytic best
practice study
Integration and Collaboration
OUR VISION
An integrated one
stop shop for the
entire KP analytic
community
Analytic Request
Management System
Using Jira
Request Explorer
REQUEST MANAGEMENT FRONT END
New Requests
Makes all requests in Jira visible
to entire organization
WordPress front end integrates
seamlessly and populates Jira
All new analytic
requests automatically
spawn an issue in Jira
ANALYTIC REQUEST MANAGEMENT MATURITY MODEL
ANALYTIC KNOWLEDGE MANAGEMENT SYSTEM OVERVIEW
Jira Backbone
Analytic
Front Door
Jira is the foundation of
Analytic Request
Management and an
integral component of
the ecosystem
One portal for all
components
REQUEST MANAGEMENT LANDING PAGE
Easy to Use
Jira Connection
Sizing
Created with user defined
minimum necessary fields
All information from the intake
form is automatically in Jira
The area shown is not the full
area of the screenshot.
Please remember
You don’t always need the line or text at all.
REQUEST EXPLORER
Search Capability
Intent is to identify experts and
reduce duplication
Search
Custom
Fields
Flexibility of Jira
allowed for a
tailored interface
to meet KP needs
PREVENTING DUPLICATION AND REDUNDANCY
Team Level Routing
Request Refinement
Edit and record additional
details about a request
MAKING JIRA WORK FOR US
Custom Workflows
Enabled
Can manage requests through team
defined workflows
Reporting Metrics
Create dashboards to explore
team performance
REQUEST MANAGEMENT INTEGRATION WITH ANALYST DIRECTORY
Analyst Directory
Jira/Request Management
Integration
Searchable analyst profiles to
identify resources and talent
Information collected in Jira for
Analytic Requests populate associated
fields in Analyst Directory
REQUEST MANAGEMENT INTEGRATION WITH BITBUCKET
Project Code Connection
Project code from BitBucket will be
linked from Request Management
Customization
and Next Steps
APPROACH
Teams worked to balance
standardization with
customization
Approach
Define and Share Learn and SpreadDevelop, Refine,
Develop
Developed set of default
screens and workflows for
future adopters to pick from
Using evaluation to identify
opportunities and encourage
future adopters
Worked with 4 early adopter
teams to define requirements
and develop standardization
where appropriate
Using Customization in Jira to Meet Our Needs
Workflow Customization ReportingJira Custom Fields
Allows for each team to
have their own
workflows/Kanban boards
Previous metrics will be
included in team level
custom dashboards
Allows for enough
flexibility to meet varied
team workflows
NEXT STEPS
System Go-Live
Additional
Testing/Refinement
Build Out Analyst
Directory
Wave Two
Adopters
Evaluation/Success
Stories
Sept Oct Nov Dec
Thank You
BRIAN SIKORA | SENIOR DIRECTOR | KAISER PERMANENTE
MELANIE MCLEOD | SENIOR OPERATIONS CONSULTANT | KAISER PERMANENTE

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How Kaiser Permanente uses Jira Software for Analytic Data Management

  • 1. How Kaiser Permanente Uses Jira Software for Analytic Data Management BRIAN SIKORA | SENIOR DIRECTOR | KAISER PERMANENTE MELANIE MCLEOD | SENIOR OPERATIONS CONSULTANT | KAISER PERMANENTE
  • 2. I am constantly wondering if I’m just repeating an analysis that has been done 10 times already somewhere else at KP “ ” Finding other analysts is hard - even if profile data is out dated - just having this would make my day to day experience better When making an analytic request, it often feels as though it enters a black hole without a clearly communicated timeline “ ” “ ”
  • 3. Melanie McLeod, Senior Operations Consultant Brian Sikora, Senior Director Brian works in collaboration with regional leaders to set the department’s strategic direction, prioritize analytical needs, to maintain robust recruiting and professional development programs, and to continually improve the quality of the region’s analytical infrastructure. Brian also represents the Northwest Region in KP Program level initiatives and in state regulatory and customer-facing functions. He holds a Master’s degree in Healthcare Administration from Portland State University and a Bachelor’s degree in Corporate Finance from the University of Pittsburgh. Brian is a graduate of the 2014 Kaiser Permanente Executive Leadership Program at Harvard Business School. He held many roles in the healthcare industry over the past fifteen years including supply chain, finance, electronic medical records installation, and most recently analytics. Melanie works on several enterprise wide analytic efforts including the SAS Stewardship Council and Analytic Infrastructure Council. She is based in Oakland and works on the national level. She holds a masters in Sustainable Development and Public Health Informatics.
  • 4. Agenda Introduction: Kaiser Permanente Analytic Knowledge Management Ecosystem Analytic Request Management Using Jira Customization and Next Steps
  • 6. KAISER PERMANENTE TOUCHES THE LIVES OF MILLIONS
  • 7. OUR GROWTH • 11.8M Members • $63B in revenue • 42 Hospitals • 680 Medical Centers • 200,000 Employees
  • 8. OUR DATA AND POTENTIAL
  • 9. MAGNITUDE AND DIVERSITY OF ANALYTICS
  • 10. Kaiser Permanente has more than 60 decentralized analytic groups THE CHALLENGE
  • 12. Knowledge Management will connect groups across KP to improve analytics INTEGRATION AND COLLABORATION
  • 13. DESIGN PRINCIPLES Findings and recommendations based on 2016 analytic best practice study Integration and Collaboration
  • 14. OUR VISION An integrated one stop shop for the entire KP analytic community
  • 16. Request Explorer REQUEST MANAGEMENT FRONT END New Requests Makes all requests in Jira visible to entire organization WordPress front end integrates seamlessly and populates Jira All new analytic requests automatically spawn an issue in Jira
  • 17. ANALYTIC REQUEST MANAGEMENT MATURITY MODEL
  • 18. ANALYTIC KNOWLEDGE MANAGEMENT SYSTEM OVERVIEW Jira Backbone Analytic Front Door Jira is the foundation of Analytic Request Management and an integral component of the ecosystem One portal for all components
  • 19. REQUEST MANAGEMENT LANDING PAGE Easy to Use Jira Connection Sizing Created with user defined minimum necessary fields All information from the intake form is automatically in Jira The area shown is not the full area of the screenshot. Please remember You don’t always need the line or text at all.
  • 20. REQUEST EXPLORER Search Capability Intent is to identify experts and reduce duplication Search Custom Fields Flexibility of Jira allowed for a tailored interface to meet KP needs
  • 21. PREVENTING DUPLICATION AND REDUNDANCY Team Level Routing Request Refinement Edit and record additional details about a request
  • 22. MAKING JIRA WORK FOR US Custom Workflows Enabled Can manage requests through team defined workflows Reporting Metrics Create dashboards to explore team performance
  • 23. REQUEST MANAGEMENT INTEGRATION WITH ANALYST DIRECTORY Analyst Directory Jira/Request Management Integration Searchable analyst profiles to identify resources and talent Information collected in Jira for Analytic Requests populate associated fields in Analyst Directory
  • 24. REQUEST MANAGEMENT INTEGRATION WITH BITBUCKET Project Code Connection Project code from BitBucket will be linked from Request Management
  • 26. APPROACH Teams worked to balance standardization with customization
  • 27. Approach Define and Share Learn and SpreadDevelop, Refine, Develop Developed set of default screens and workflows for future adopters to pick from Using evaluation to identify opportunities and encourage future adopters Worked with 4 early adopter teams to define requirements and develop standardization where appropriate
  • 28. Using Customization in Jira to Meet Our Needs Workflow Customization ReportingJira Custom Fields Allows for each team to have their own workflows/Kanban boards Previous metrics will be included in team level custom dashboards Allows for enough flexibility to meet varied team workflows
  • 29. NEXT STEPS System Go-Live Additional Testing/Refinement Build Out Analyst Directory Wave Two Adopters Evaluation/Success Stories Sept Oct Nov Dec
  • 30. Thank You BRIAN SIKORA | SENIOR DIRECTOR | KAISER PERMANENTE MELANIE MCLEOD | SENIOR OPERATIONS CONSULTANT | KAISER PERMANENTE