One Place 2017 | Data Dashboard

Tom Dugan, Benefitfocus senior director of product management, outlines how Benefitfocus is improving system performance, data accuracy and data timeliness.



Thank you, Shawn. As Shawn noted, my name is Tom Dugan and I lead our product management organization here at Benefitfocus. The last 10 years, I've had an opportunity and the pleasure to meet with many of you working on a product strategy for employers, for carriers, for brokers, system integrators, our great partners, I believe the platform as a whole. Over the next few minutes, I wanna give you guys a view into some of the awesome stuff we did in 2016, and really where we're focused in 2017 and beyond.
Now, any conversation related to the platform starts with a pretty simple acknowledgment. We're operating in a complex market, a complex industry. We're in a period of ongoing regulatory change, where each new regulation as Shawn noted were just kind of layers on top of the last, adding additional complexities that benefit the teams have to navigate. Additionally, we're in this decades long shift, where employees are being asked to take on more responsibility for how they manage their benefits, how they navigate the healthcare space. And as a result, benefits teams you're adding more benefits to give them a more comprehensive package, more voluntary benefits, financial wellness programs, health advocacy programs, really help guide them through the healthcare space, even nutrition management programs. As a result, you're not dealing with more vendors than you ever have before, maybe 20, 30, even 40 vendors as a benefits team alone.
Someone must solve these complexities to help navigate through it and that can be done via people and manual processes. It can be done via technology or a thoughtful combination of the two. We've seen really over the last 20-30 years how technology has enabled the dramatic productivity improvements across workforces, through automating task that maybe have been paper or manual in the past. And we saw this with personal computing in the '80s and '90s which completely changed the way businesses operate and run.
Cloud computing in the 2000s, which changed the way we store and manage data, the way we build and run products, enabled the concept of a single code base where a shared community of customers could run on that single code base and just evolve it together collectively. Now mobile computing which has changed the way we as consumers act and behave, but also the way we navigate, manage our businesses and communicate with one another. We believe passionately and fundamentally that technology has the power to simplify the complexity that exists within the benefits space. We believe that you, your employees, your customers, you deserve all of your benefits in one place, and to do that, it takes immense investment.
This is an ever-changing landscape of really what the definition of benefits is, and it takes an enterprise benefits management platform to really provide that support. Now, the true test of the platform is its ability to handle volume, scale, flexibility, and adaptability as change occurs, and in 2016, across the entirety of our portfolio, all our data exchange transactions enrollment, deductions, payments, we processed more than 1.9 billion data exchange transactions.
That's from more than 100 different benefit types. What we realized though is behind each of these, there's something important. There's a decision being made here. It's a decision being made by a family to protect themselves when they need it the most. It's a decision by coverage for when someone gets sick or when someone gets hurt, someone they deeply care about. It's a deduction amount that has to be accurate to ensure that a family can pay their monthly bills, that they can set aside enough savings for the future and for their children's education. As with the deep appreciation and recognition of this, it really drives our shared priorities.
A focus on system performance so that people can navigate the experience to lead the pace that they choose and want so that they can make the best decisions possible. A focus on data accuracy so that if someone is navigating those choices, the information we provide them is accurate and correct. Then as they make those decisions, the result of those are distributed downstream systems like payroll systems, a query enrollment systems accurately and data timeliness to ensure that when someone needs coverage, they're covered. When they're at the doctor, when they're at the pharmacy picking up prescription, they have coverage. And a visibility for you so you understand what's happening throughout the entirety of the platform.
Now Shawn talked about some of the phenomenal things we did with the system performance that blistering pace is happening within the experience today, and I'd like to talk to you guys about some of the great stuff we did in 2016 related to visibility and this in driving our focus on data accuracy. Now one of the things we heard in working with our community, our advisory council is in at one place local events is you wanted more visibility when files are moving in and out of the platform. You can understand when your payroll file is going to be sent or when a query enrollment file will be sent.
As a result, in 2016, as part of One Place 365, we launched the Data Dashboard. Let's take a look at the Data Dashboard now. So, the Data Dashboard is available via One Place 365 to all customers, all benefits administrators, carriers, and what it provides you is intuitive calendar view. On any given day, you can see the files that we're loading and the files we're sending. These include your query enrollment files, your deduction files. For our curative partners, your DMAX and your IMAX files.
What makes this more than just about visibility, is that we're giving you an opportunity to engage in a conversation about accuracy and quality by rating the files, confirming the quality of those files. If you ever have a questions or concerns about a given file, you can create One Place 365 case directly via the data dashboard, and a member of our customer success organization will work with you to resolve any of the questions or concerns. This is a powerful tool available to all our customers today to get a view into the data moving in and out of the benefit focus platform.
Now I'd like to look at a specific area of our data exchange portfolio, and that's our payroll integration offering. Now payroll integration is the capability within the platform that facilitates the calculation of the deduction amounts associated with benefit enrollments, and then sends them to your payroll systems. This is another where we heard from our community or advisory councils and a couple of our One Place Locals, you really wanted more visibility into this specific deduction amounts that are being calculated on the platform, and to be able to see those before payroll files are sent. As a result, in 2016, we created the deduction dashboard. Let's look at the deduction dashboard now.
The deduction dashboard is available to benefits administrators of employers that are using our latest payroll integration framework. What it provides for you is the ability to look at one or many pay periods across one or many benefits, and you can see these specific deductions being calculated, along with any adjustments like in this case there's a retroactive adjustment that's being calculated. Sometimes exceptions occur so you can make manual changes here on the deduction dashboard. For example, to distribute that retroactive adjustment through multiple pay periods, I can easily see that change reflected on the deduction dashboard and have confidence in the accurate deduction calculations that are happening within the platform.
The deduction dashboard is available now to customers on our latest payroll integration framework. To learn more about our deduction dashboard, payroll integration in One Place 365, we have an awesome session lined up for you tomorrow, where you'll get to hear from some of our leaders in our data services organization, our engineering organization, and one of our great customers is going to talk about how they are using the data dashboard today and their benefits operations.