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Independent Health

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Customer 

Independent Health provides insurance products and services that offer affordable access to quality health care. Independent Health's comprehensive portfolio of product and service offerings include HMO, POS, PPO, HAS – qualified consumer-directed plans, traditional group products; Medicare Advantage; Medical managed care plans; Self-funded administration; Reimbursement account services (flexible spending accounts, health reimbursement arrangements).

Challenge 

Independent Health made a strategic decision to convert from Salesforce to Siebel in conjunction with Oracle Business Intelligence Enterprise Edition. They needed to improve insight into the customer base, combine both Sales and Service reporting perspectives, get greater visibility into the opportunity pipeline, provide critical reports including Custom Certification, UGERs (Underwriting Guidelines Exception Reporting) and Audit process reports. Finally, they needed summary dashboards integrated into the Siebel application that presented real-time information. Independent Health needed a partner that understood CRM – both Siebel (on premise) and Salesforce (cloud), migration and BI.

Solution 

As well as the Salesforce to Siebel migration, Eagle Creek implemented OBIEE 11g with the Sales Fusion Analytics BI apps module, which reports on the Siebel Sales Insurance information. We extended the out-of-box facts and dimensions, as well as created customizations for new entities to support the certification, UGER, and Audit process. Independent Health's existing Informatica environment hosted the OBIEE Informatica Repository and Integration Services along with the DAC Services, allowing significant hardware cost savings. The OBIEE 11g implementation enabled ad-hoc report creation, an interactive dashboard framework, conditional report formatting, and improved run-time performance for large reports. Longer term, the framework allows for scalability, web service integration, pixel perfect BIP reports, mobile reporting, and OBIEE scorecard functionality for managing business objectives.

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Independent Health

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