Sr. Director of Business Intelligence

Modernizing Medicine in Atlanta, GA

2012 - 2018

Medtech SaaS

Modernizing Medicine places doctors and patients at the center of care through an intelligent, specialty-specific cloud platform. The core product is a primarily iPad-based EHR application, which began with the Dermatology specialty.

In the beginning

I began my time at Modernizing Medicine by working on the Data Services team to effect integrations beween existing customer practice management systems and the core EHR product. In some cases, this was a cloud-to-cloud integration using HL7 payloads handled by a series of Mirth appliances. In other cases, these were specialized integrations, specific to a practive management system that was very likely to be an on-prem application.

Within six month of starting, I was moved into a manager and later director role, tasked with managing and growing the Data Services team.

At around the same time, given my prior experience with PHP and SugarCRM, I took over the ownership and administration of that tool.

Implementation of Salesforce

The company was growing quickly and SugarCRM was in need of replacement. Salesforce was chosen as the replacement and I worked very closely with the implementation partners to provide an experience that bested SugarCRM in every way.

On the roadmap for Salesforce over the next couple of years was the implementation of Zuora CPQ to work alongside the newly-purchased Zuora Billing product.

Transition to Business Intelligence

One item lacking at Moderning Medicine at the time was a central and stable reporting environment. Drawing an my experience at Emdeon with data warehousing and reporting, and with no initial budget, I set out to build a ground-up reporting and analytics environment as a proof-of-concept while managing the Data Services team.

The initial stack, chosen with price as the #1 driver, consisted of Talend ETL, Jaspersoft reporting and a ton of extra Ruby code and cron jobs.

This “proof-of-concept” was well-received and remained the primary analytics and reporting platform for over a year until Domo was added as an additional executive visualization tool.

Bringing it all together

I was then tasked with building a new set of teams under the title of “Director of Data and Information Management”

The first team supported the Salesforce CRM through direct administration. The second team was responsible for the ETL development and visualization development. The third team was the PMO, including several Requirement Analysts and Project Managers.

Though I did spend more and more of my day meeting/managing/planning/coaching, I did enjoy keeping my sleeves rolled up as much as possible.

Accomplishments

Grew and Streamlined a services team of Technical Project Managers to decrease project delivery time by an average of 25%

Built a near-realtime reporting and analytics platform ground-up, the bulk of which is still in service today

Migrated the sales, delivery and billing teams from SugarCRM to Salesforce/Sales Cloud/Zuora CPQ

Established the Project Management Office and created a triage system to properly allocate the correct team to an internal request

Tech used

  • ETL / EL
    • Talend ETL (for most SQL sources)
    • Ruby (for most Webservice sources)
  • Additional Transformations
    • MySQL
    • cron
  • Reporting
    • Jaspersoft
    • Qlik Sense
    • Domo