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From Strategy to Implementation Quest Diagnostics IBM Interconnect 2017 conference Las Vegas Session ID#: 2984A Bryon Kataoka - CTO iSOA Group [email protected] Kamal Syal Senior Director, Architecture, Quest Diagnostics March 22, 2017

From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

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Page 1: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

From Strategy to Implementation –Quest DiagnosticsIBM Interconnect 2017 conference – Las Vegas

Session ID#: 2984A

Bryon Kataoka - CTO

iSOA Group – [email protected]

Kamal Syal

Senior Director, Architecture, Quest Diagnostics

March 22, 2017

Page 2: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

2 CONFIDENTIAL – For internal circulation only

Agenda

Quest Diagnostics Overview and Vision

Integration program as a foundation for end-to-end

customer experience and healthcare delivery

Governance

Architecture

Technology

DataPower Framework Implementation

Page 3: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

3 CONFIDENTIAL – For internal circulation only

Quest is a major player in healthcare…

Serves50%of hospitals

470,000Physicians

connected to Care360 portal

Expanding retailpresence

Q2 Solutions helped develop 50%of all

FDA-approved Oncology Precision Medicine drugs since 2014

675+EMR interfaces

Access to

~80% of U.S.

insured lives

Serves 1/3of the

U.S. adult population

and ~50%within 3 years

~$7.5B2015 revenue

3

Page 4: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

4 CONFIDENTIAL – For internal circulation only

…with unmatched capabilities

~100Peer reviewed

publications published annually

2,200+Patient servicecenters

20,000+Phlebotomists, paramedics and contract nurses

650+Quest-employedMDs and PhDs

20B+Patient

data points

~$7.5B2015 revenue

4

Quest owns or controls

~570pending and

700 issued patents

worldwide

Page 5: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

5 CONFIDENTIAL – For internal circulation only

Our Vision, Strategy & Goals to Transform Our Organization

Program Drive is designed to deliver Operational Excellence and is the key

strategy being used to enhance our IT capabilities including delivering the

next generation integration architecture

Page 6: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

6 CONFIDENTIAL – For internal circulation only

The ONS program enables the future state vision via creation of reusable business services

One Network Services

Current State Future State

Lab 2

TestClient

FacilityPatient

ON

S P

rogra

m

Lab 1

Other

Enterprise

Systems

Standard

Lab

Systems

Non-Std.

Lab

Systems

PatientTest

PatientTest

CRMMDM

Current Business Issues

• Lack of a one-network experience hindering our ability to compete

• Slow time to market with high investment costs required due to complex point-to-point and redundant integration

Future Outcomes Enabled

• One company experience for customers

• Any Test Anywhere

• Any Patient Anywhere

• Greater business agility to respond to changing environment

• Integrated process, data, and systems to support “One Quest” vision

• Reduced investment costs & time to market

Page 7: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

7 CONFIDENTIAL – For internal circulation only

One Network Services Governance Model

1. The existing programs that generate demand for

ONS Services

2. The existing IT Demand and Portfolio Management

functions will act as the triaging point for demand

and managing the overall portfolio of projects that

will generate requests for ONS Services

3. The Drive Steering Committee has responsibility of

providing overall management guidance for the

ONS program

4. The ONS Integration Competency Center is a new

function that is responsible for ONS analysis,

design and guiding the implementation of the

services. The services are logically segregated by

domain to facilitate their design and maintenance

5. The Competency Center is supported by the

extended application development and

Infrastructure teams, developing connectivity

solutions to the operational systems under the

guidance of the Competency Center

ONS Integration Competency Center (ICC)

ONS Entities (Service Inventory)

Business and IT governance functions

IT Demand & Portfolio Management

Extended IT ADM and Infrastructure support

Alig

nm

en

t/ Id

ea

s

Pri

ori

ty/ G

uid

an

ce

Pro

ject/In

cre

me

nta

l ch

an

ge

Go

ve

rna

nce

Pro

gra

m G

ove

rna

nce

Drive Steering Committee

Drive Other Initiatives 1

2

5

4

3

OrderBill Client Facility Inventory

Specimen TestPatient Result

Page 8: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

8 CONFIDENTIAL – For internal circulation only

• IOS (Inventory of Services) is used to group similar functional and technical functionality into categories for easier definition, design and maintenance.

• The IOS represent business entities such as Patient, Client, and Order, etc. that is responsible for providing functionality for “One Network” experience to the customer.

• Layered architecture enables:

• Definition of standards such as payload

schemas, URLs and SLAs

• Each layer of the architecture is

responsible for specific functionality

• Increased reuse and maintenance due

to modularized architecture

One Network Layered Services Architecture

Page 9: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

9 CONFIDENTIAL – For internal circulation only

One Network Services Solution Architecture

• Modular & Reusable services based on

principles of service orientation

• Hub & Spoke architecture to ease

integration

• Centralized Logging

• Real-time monitoring of transactions

• Use of Service Registry for governance

of services

• Use of Active Directory for Authentication

& Coarse grained Authorization

What is the Solution?

Enterprise Systems

OrderBill Client Facility Inventory

Specimen TestPatient Result

Service Orchestration

Message Transformation

Message Translation

Message Routing

Protocol Bridging Security Service ProxyMessage

Aggregation

Mater Data Lab SystemsBilling

SystemsData Stores

Payers/Clearing House

Service Consumers

Logging

Active Directory

Monitoring Database

REST/SOAP/MQ

REST/SOAP/MQ

Technical Services

Business Services

Service Registry

Page 10: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

10 CONFIDENTIAL – For internal circulation only

One Network Services Technology Architecture

Technology Component Description Name

Multi-Channel Gateway Central gateway to provide security, protocol translation, message transformation &

translation at wire speed

IBM

DataPower

Messaging Middleware Provide point-to-point and publish/subscribe message based integration with guaranteed

delivery

IBM MQ

Integration Broker Provide complex service orchestration, aggregation, complex message translation &

transformation and Service façade to loosely couple service consumers from service

producers

IBM IIB

Service Registry and

Repository

Provide service lifecycle governance and centralization of Service Policies IBM WSRR

Service Performance

Monitoring

Monitor, alert, generate metrics and log transactions in the Multi-Channel Gateway,

Integration Broker & Messaging Middleware

IBM APM

One Network Service Layer

Service Registry (WSRR)

Messaging Interface

Ente

rpri

se M

on

ito

rin

g Se

rvic

es IB

M A

PM

Monitoring Agent

WebSphere MQ

Logging Database

Administration Tools

Audit Logging

Exception Handling

Security Profiles

KeyStoresRESTful Service

Monitoring Agent

Http Listener

Registry Lookup

Policies

Monitoring Agent

Enterprise Systems

IBM Integration Bus

REST/MQ/SOAP

Monitoring Agent DataPower

Mater Data Lab SystemsBilling

SystemsData Stores

Payers/Clearing House

Active Directory

REST/MQ/SOAP/Database

Service Consumers

REST/MQ/SOAP/Database

Page 11: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

11 CONFIDENTIAL – For internal circulation only

ONS Adoption Roadmap

The ONS roadmap proposed a three year timeline for full adoption of ONS

services and a maturing of the governance process.

2017

Q1

Start delivering ONS

Services with basic design

& governance

Q2 Q3 Q4Q2 Q3 Q4

2016 2018

Q1 Q2 Q3 Q4

Conduct ONS

Blueprint awareness

sessions

Achieve Level

4 – 5 SOA

maturity

Achieve Level 5 – 6

SOA maturity

...... ...

Enterprise level

use of ONS

Services

ONS Services delivered

with quicker with lower

cost due to increased

maturity

WSRR

installation &

configuration

Establish basic

governance process

Establish more

mature governance

process

Enable DR

IIB Upgrade

Enable external

partners

.

Page 12: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

12 CONFIDENTIAL – For internal circulation only

Key Takeaways

Institutional

Ensure that the integration program is directly aligned with the company

strategy and the customer experience

Governance is the key to ensure long term success. Set up and mature the

ICC over time

Develop a multi-year roadmap and the supporting investments

Make sure support process is in place before go-live with new technologies

Assess and improve maturity integration over time

Don’t go at it alone. Define integration strategy first and seek outside help for

implementation

Technical

Avoid point-to-point connections between applications and use principles of

service orientation for design of services

Use hub-and-spoke architecture to ease integration

Ensure formal SLAs defining Performance, Reliability, and Security exists

Ensure only standard, approved technologies & protocols are used

Page 13: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

13 CONFIDENTIAL – For internal circulation only

The iSOA Group

Building the Foundation for Digital Innovation

The iSOA Group assists our clients optimize their IT investments in Digital Innovation by building and utilizing Frameworks to:

Build a strong platform foundation (DataPower and API Connect)

Create a repeatable pattern for reuse and improved knowledge transfer

Develop Custom User Policies to extend API Connect

Assist with migration from DataPower Frameworks to API Connect

Assist with migration to Hybrid Cloud and BlueMix

At Quest Diagnostics we:

Helped develop and implement the DataPower Frameworks

Coordinated DataPower Workshops to architect, plan and design

Participated in the Pilot Development and implementation

Created Custom WSRR services to cache on DataPower

Provided DataPower Training

Implemented support within DataPower for APM (ITCam for SOA)

Page 14: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

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Development and QA are virtual environments

Environments

DEV IDG QA1 IDG QA2 IDGAO

Prod 1

IDG

Prod 2

IDGAO DR1 IDG DR2 IDGAO

Page 15: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

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APM – DataPower Situation Events

Automatic notification to Console Operator and generation of Trouble Ticket

Creating Situation Events help proactively identify potential problems and allows support teams to correct

Situations easily set up by operational team

Page 16: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

16 CONFIDENTIAL – For internal circulation only

APM Performance Metrics

Why APM IS IMPORTANT

Dashboards provide ability to monitor Transaction Activity and Performance

Pinpoint bottlenecks to improve root cause

Page 17: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

17 CONFIDENTIAL – For internal circulation only

Configuration Files

Configuration files assist by decoupling and allows dynamic routing

Framework uses Consumer ID and Context ID to authorize caller

Configuration file allow dynamic routing to proxy Multi-Protocol Gateways

Page 18: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

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Sample WSRR Cache Data

https://myhost.com:9443/Quest/CacheLoader/DP

<wsrrSLA contextId="order--sample-event" name="SLA_AV-MQ_sample-

event" version="v1.1.0.1">

<wsrrConsumer consumerId=”ABCB-MQ" name="AV_ABC-MQ"/>

<wsrrSLDs total="1">

<wsrrSLD name="SLD_BS_ABC_Events">

<endpoints total="1">

<endpoint url="https://MyHost.com/fulfillment-lab-service/samples">

<ons_HTTP_content_type value="Content-Type:application/fulfillment.v1+json"/>

<endpointType value="RESTServiceEndpoint"/>

<environment value="PROD"/>

<businessDomain value="Order"/>

<lifecycleState value="Online"/>

<serviceType value="BackendService"/>

</endpoint>

</endpoints>

</wsrrSLD>

</wsrrSLDs>

</wsrrSLA>

Page 19: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

19 CONFIDENTIAL – For internal circulation only

Framework Actions

Consumer Query – validate consumer can call service

Framework Logging – log information about transaction

ContextID Router – Loads configuration file with information about Service Proxy

Conditional – takes information passed and determines if specialized authentication needs to be initiated. Right now its passthru.

Route – final action that takes information set by ContextID Router and routes to the Service Proxy for the custom transformations based on query parameters.

Consumer

Query

Framework

Logging

ContextID

RouterConditional Route

Page 20: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

20 CONFIDENTIAL – For internal circulation only

Dynamic routing with WSRR

DataPower Framework

Page 21: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

21 CONFIDENTIAL – For internal circulation only

Routing is contained in a Configuration XML document

Framework Configuration Routing

Page 22: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

22 CONFIDENTIAL – For internal circulation only

The Multi-Protocol Gateway also uses a configuration file

Proxy Configuration

Page 23: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

23 CONFIDENTIAL – For internal circulation only

The Proxy pattern performs the business specific transformations

Proxy Pattern

Page 24: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

24 CONFIDENTIAL – For internal circulation only

In WSRR we create a SLA that documents the services

WSRR

Page 25: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

25 CONFIDENTIAL – For internal circulation only

WSRR Relationship View

WSRR Example

Page 26: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

26 CONFIDENTIAL – For internal circulation only

The Developers and Architects can view relationships between services

WSRR Consumer of Services

Page 27: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

27 CONFIDENTIAL – For internal circulation only

iSOA Group

Secured

Gateways

Providing secured,

integrated and

flexible connectivity

for your enterprise.

LifeCycle Solutions

Supporting requirements

across the IT lifecycle,

including assessing business

and technology requirements,

successful deployment.

API Management

Delivering successful API

management strategies and

frameworks for developing

innovative applications.

StandUP Services

Assured success

supporting the

deployment technology

solutions, leveraging

iSOA Group expertise

and proven best

practices.

Hybrid Cloud

Integration

Developing a flexible

framework that enables

integration enterprise to

the cloud, mobile and

remote devices.

iSOA Accelerators

Documented best

practices, micro solutions,

and custom extenders that

enable quicker and more

successful solution

implementations.

Building a lasting foundation for the digital enterprise.

Certified in delivering proven, digitally innovative solutions.

Page 28: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

28 CONFIDENTIAL – For internal circulation only

Thank You!

For more information on Frameworks, or any other questions around DataPower or API Connect please stop by the iSOA Group Pedestal in the Solution Center or contact us at: [email protected].

Page 29: From Strategy to Implementation Quest Diagnostics...insured lives Serves 1/3 of the U.S. adult population and ~50% within 3 years ... Phlebotomists, paramedics and contract nurses

29 CONFIDENTIAL – For internal circulation only