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  • Presentation Title Presentation Title Second Line

    AuthorTitle

    Upgrading to Pega 7

    This information is not a commitment, promise or legal obligation to deliver any material, code, or functionality and the development, release and timing of any features or functionality described for our products remains at our sole discretion. 2016. Confidential. Pegasystems, Inc.2016 Pegasystems Inc.

    Jeff R. Read III MBA, CHCIO, Chief Information Officer, Cahaba

    Tom GardamSenior Dir. of Engineering, Customer Success, Pega

    Dhevendra EarvaArchitect, Customer Success, Pega

    Dan DiSantisSenior Director, Virtusa Polaris

  • Session Outline

    2

    Case Study: Cahaba

    Pega Experience and Best Practices

    Audience Q&A

  • Our Speakers

    3

    Jeff R. Read, IIICIO

    Cahaba

    Tom GardamSenior Director of

    Engineering, Customer Success

    Pega

    Dhevendra EarvaArchitect,

    Customer Success

    Pega

    Dan DiSantisSenior Director, BPM Consulting,

    HealthcareVirtusa

  • CAHABAS JOURNEY TO PEGA 7

  • 5

    Agenda1. Who we are2. Why we upgraded to Pega 73. The Upgrade Journey4. The Road Ahead

    Agenda

  • About Cahaba

    6

    EFFICIENT ADMINISTRATION

    UNWAVERING DEDICATION

    EMBRACING INNOVATION

    Medicare contractor (MAC) since the program inception in 1966

    Currently Jurisdiction J A/B MAC serving Alabama, Georgia and Tennessee

    One of only eight contractors processing Medicare claims in the nation

    600+ professionals dedicated to providing innovative and cost effective services to CMS

    ISO 9001-2008 certified

  • We Use Pega for

    7

    Claims Processing

    Provider Customer Service

    Appeals

    Medical Review

    Provider Enrollment

  • Background

    8

    Pega environment 5.4 with many rules written in 4.x

    New CIO brought in as change agent

    Backlog of enhancements Major workflow changes had been put off for years

    Many applications needed to be rewritten from the ground up

    High Pega staff turnover / low retention Lack of comprehensive documentation

  • Background

    9

    Governed by CMS Mandates

    Applications and data have highest civilian classification

    Must stay within two major versions of the current release

    Requires extensive (contractor) background checks 30-day window to provision team

    Access restrictions mandated development system be setup in VirtusasAlbany, NY site for testing Simulated environment / testing of production with soap calls

  • Drivers for Migrating to v7.1

    10

  • How It Started

    11

    Some defects werent bugs

    THEY WERE FEATURES (NO LONGER SUPPORTED)WHICH WOULD BE DELIVERED BY MOVING TO V7.1

    Q42014

    Internal Assessment Partner Selection Partner Assessment Partner Engagement

    MISSION CRITICAL

    NEEDED REWRITING

    CUSTOM JAVA

    SOME V4.X CODE

    POORLY DOCUMENTED CODE

    13 Applications

    67 Portals

    30,000 Rules

    PRPC v5.4

    Guardrail Violations

    What We Found

  • How We Did It

    12

    Engaged partner that could scale resources up or down quickly to control cost & meet deadlines Created over 2,000 test cases

    Created an on-shore / off-shore testing / development

    model to ensure security

    Testing was completed in3 months

    using complete data set

    1 2 3

    Upgrade completed in Dev environment in5 months

    using limited data

  • How We Did ItTesting Environment and Teams

    13

    57+ off-shore developers

    Virtusas Albanydevelopmentenvironment

    15+ Onshore testers

    CITcomponent integration

    testing

    SIT QA UATCahaba Team of Testing

    11 Pega in-house developers

  • Initial Results of Upgrade

    14

    86% first pass rate of code post development 1,300 defects (14%) we had to address

    429 critical (33%) with functional impact

    100 defects due to rules deprecation (with 50+ related to reporting)

    Another 176 defects found after the partner delivered the code into Cahabas SIT environment with all of our data to test

  • Summary Operational Challenges Faced

    15

    High-security environment

    made onboarding people difficult

    Like for like to avoid huge training costs

    Upgrading related software because

    of different compatibility modes - IE v9 and had to

    go to v11

    Testing integration points with

    external systems

    Managing the list of enhancements

    deployed

  • And More..

    16

    Moving data 5TB + DB2 Data User testing Code compliance Time to upgrade: 2 weekends over 60 hours & lots of moving parts, dB updates, testing and fixes

    1 2 3 4

  • Results and Benefits

    17

    We can focus on rewriting applications in 7.1

    We can work on re-factoring rules to optimize performance Better look and feel for the business, more modern looking Developers like it better, too

    Cahaba is positioned for future growth

  • PEGA EXPERIENCE & BEST PRACTICES

  • Pega Experience and Best Practices

    19

    Additional drivers for upgrading to Pega 7 Impacted Areas along with User interface Rebuild vs. Upgrade Different Levels of Upgrade Pega Recommended Upgrade Approach Strategic and Productivity Solutions upgrade Parallel Development along with Route to Live The ECS Engagement model

  • Whats Driving the Need to Upgrade?Compelling Industry Events Industry Trends & Pega7 Benefits

    Security, security, security IE8 & IE9 retired in Jan 2016 PRPC 5.x & 6.x are not supportable on IE11

    PEGAWORLD 2015 AUDIENCE SURVEY

    Co-browse, Mobility, Chat, NBA Standardized modern UI Fast efficient user & developer experience Pega 7.2 = Cloud native platform

  • Upgrade vs. Rebuild

    2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

    PegaWORKS

    PRPC 6.xPRPC 5.x

    PRPC 4.x

    Chordiant Products

    REBUILD UPGRADE UPDATECHECK

    Its OK to rebuild Pega with Pega Dont carry old debt Upgrade the business not just the software Chordiant mash-up provides gradual transition

  • The 1990s in 2016!

    After lots of hacking, this will almost work The UI is a bit of a challenge Makes for an interesting support case !

  • Upgrade or Rebuild Heat Map

    Other Factors

    Black Box = common combos

    Platform 1st built on

    Guardrails / Custom Code

    Business process complexity

    Application Integration

    Work Data volume

  • Levels of Upgrade

    Tolerance Infrastructure Upgrade

    Pega platform and strategic apps upgraded to latest v7

    Applications retrofitted

    Cross-browser development environment

    Split schema and better performance

    Parallel development ability

    Ready for HTML5 conversion

    Dev / Test baseline

    Not suitable for Production

    Compliance Enhancement Federated case management

    Stage-based case management

    Mobile readiness

    Decisioning and Analytics

    Social integration

    Upgrade business functionality

    Level 1 Level 2 Full cross-browser

    support

    Standards Mode

    Replace deprecated controls

    Refit end-user portals

    Reusable effort Partial Accessibility

    Can go to production

    Application maintenance is easy

    Responsive UI conversion

    Next-gen UI capabilities

    Mobile Ready

    Full Accessibility

  • How to Estimate Your Upgrade?

    Development Efforts

    Infrastructure Efforts

    Regression Testing

    Route to Live Efforts

    Performance/UAT Testing Efforts

  • Sample Estimations (Compliance Level1)

  • Sample Estimations (Compliance Level 2)

  • Pega 7 Platform Upgrade

    Pega Applications / Industry Solutions Upgrade

    Productivity Solutions Upgrade

    Pega 7 Upgrade Process

  • Recommended Upgrade Approach

    PRPC 6.x Temporary DB

    PRPC 6.x Upgrade WindowPega 7 App Up &

    RunningMulti Channel Support

    Out-of-Place Upgrade (Split Schema)

  • User Interface Impact AreasWork Area

    DeprecatedControls

    Embedded List View

    Custom HTML

    Fixed Portals

    Custom Controls

    Deprecated Layouts

  • Pega 7 Omni-Channel UI

  • Pega 7 Platform Upgrade

    Pega Applications / Industry Solutions Upgrade

    Productivity Solutions Upgrade

    Pega7 Upgrade Process

  • Before Upgrade CPMNamed Pages

    Intent Tasks

    Suggested Offers

    Customer 360

    Interaction Tabs

  • After Upgrade Customer Service

    Next Best Action

    Suggested Tasks

    Customer 360

    Social Portal

  • Pega 7 Platform Upgrade

    Pega Applications / Industry Solutions Upgrade

    Productivity Solutions Upgrade

    Pega7 Upgrade Process

  • Productivity Solutions Upgrade

    Business Intelligence Exchange (BIX)

    Pega Predictive Diagnostic Cloud (PDC)

    Accessibility Framework

    Pega Web Mashup (IAC)

    Project Management Framework (PMF)

    Autonomic Event Services (AES)

  • Pega 7 Platform Upgrade

    Pega Applications / Industry Solutions Upgrade

    Productivity Solutions Upgrade

    Pega7 Upgrade Process

  • Simplifying Upgrade Process Tools and Utilities

    Planning & Estimation Tools

    Upgrade Effort Estimator Pre-Upgrade Environment

    Scanner

    Data Migration Helper

    System Management Tools UI Upgrade Tools

    Bulk Revalidate & Save

    Upgrading Custom Work Tables

    List view / Summary View to Report Definition

    Overridden Rule Report

    Schema / Table Hardcoding Report

    Bulk Upgrade of UI Rules Freeform to Dynamic layout

    conversion

    Inline Styles Report

    Embedded List view to Repeating Grid conversion

    Note: These are community Tools developed by Pega ECS but not officially supported

  • Stay Current Pega 7 Updates

    23 months interval Packaged into new Distribution Kit (Update Kit) Contains fixes and new features Zero downtime updates with High Availability Consider Updating Pega Applications

  • Pega Upgrade Program Engagement Process

    Digital Content & Tools

  • Digital Community

    41

    https://pdn.pega.com/upgrade-center

    https://pdn.pega.com/upgrade-center

  • Tech PavilionStop by to experience over 100 product demos.

    Join the Pega CommunityVisit pdn.pega.com.

    Certification OpportunityTake a certification exam at PegaWORLD 2016 and become a Pega certified professional!

    SurveyTake a few moments to answer training-related questions.

    Hands-on TrainingLearn from Pega-certified professionals.

  • QUESTIONS &

    ANSWERS

  • THANK YOU

  • twitter.com/pega

    linkedin.com/company/pegasystems

    http://www.twitter.com/pegahttp://www.linkedin.com/company/pegasystems

    Slide Number 1Session OutlineOur SpeakersCahabas Journey to Pega 7AgendaAbout CahabaWe Use Pega forBackgroundBackgroundDrivers for Migrating to v7.1Slide Number 11How We Did ItHow We Did ItTesting Environment and TeamsInitial Results of UpgradeSummary Operational Challenges FacedAnd More..Results and BenefitsPega Experience & Best PracticesPega Experience and Best PracticesWhats Driving the Need to Upgrade?Upgrade vs. RebuildThe 1990s in 2016!Upgrade or Rebuild Heat MapLevels of UpgradeHow to Estimate Your Upgrade?Sample Estimations (Compliance Level1)Sample Estimations (Compliance Level 2)Pega 7 Upgrade ProcessRecommended Upgrade ApproachUser Interface Impact AreasPega 7 Omni-Channel UIPega7 Upgrade ProcessBefore Upgrade CPMAfter Upgrade Customer ServicePega7 Upgrade ProcessProductivity Solutions UpgradePega7 Upgrade ProcessSimplifying Upgrade Process Tools and UtilitiesStay Current Pega 7 UpdatesPega Upgrade Program Engagement ProcessDigital CommunitySlide Number 42Questions & AnswersThank YouSlide Number 45

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Presentation Title Presentation Title Second Line Upgrading to Pega 7 This information is not a commitment, promise or legal obligation to deliver any material, code, or functionality and the development, release and timing of any features or functionality described for our products remains at our sole discretion. 2016. Confidential. Pegasystems, Inc. ©2016 Pegasystems Inc. Jeff R. Read III MBA, CHCIO, Chief Information Officer, Cahaba Tom Gardam Senior Dir. of Engineering, Customer Success, Pega Dhevendra Earva Architect, Customer Success, Pega Dan DiSantis Senior Director, Virtusa Polaris
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