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Blue Cross
BPTrends ▪Case Study December 2007

Excellus Creates EA and SOA

Excellus Blue Cross Blue Shield Creates Enterprise Architecture and SOA Solution to Consolidate Disparate IT Systems
Executive Overview
When several Blue Cross Blue Shield programs in upstate New York merged, each organization brought its own business processes and IT systems to the new entity. Because they were so different, yet had to be consolidated, the new entity, Excellus Blue Cross Blue Shield, wanted to first implement a strong business analysis process to clearly identify company functions and processes. They wanted to be able to inventory and visualize their current state architecture in support of system modernization and SOA efforts.

Problem
Excellus Blue Cross Blue Shield is part of a $4 billion family of companies that finances and delivers health care services across upstate New York, including the major cities of Syracuse, Elmira, Rochester, Utica, and Buffalo. As New York State’s largest nonprofit health plan, the organization provides health insurance to more than 2 million people, and employs more than 6,000 New Yorkers. It is the result of a merger of several health organizations serving upstate New York. Following the merger, Excellus found that there were few enterprise architecture (EA) standards embraced by all of the previously independent entities. The company formed a group within the IT department to focus on EA as it consolidated business and IT systems and reduced the amount of technical diversity within the organization. With multiple platforms and environments, it was extremely challenging to create smoothly running, cohesive business procedures, without a clear understanding of what processes and systems were serving each organization. Many of these legacy systems, some in place for 30+ years, didn’t have adequate documentation, so there were parts of the systems that were completely unknown. “Before making sweeping policy or platform decisions, we recognized

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