Strategically Implementing Technology in Your Organization - Step 2: Prioritization & Planning
- 1. Strategically Implementing Technology in Your Organization Step 2: Prioritization & Planning Greg Wellems, Sterling Wind & Kevin Harding Imagine!
- 2. Incorporated Prompting Software in1995 Software Development and Collaboration ◦ CIS – CaseTrakker and SmartView LMS ◦ MedSupport ◦ AbleLink Endeavor Desktop SmartHomes Project Envisioned - 2001 ◦ Bob & Judy Charles SmartHome - June, 2009 ◦ Charles Family SmartHome – June, 2010 SmartSupports Consulting Services ◦ Outreach - Presentations - Tours © Imagine! SmartSupports Consulting Services
- 3. People are living longer Care is becoming increasingly complex Caregivers need more information Workforce Crisis Wellness Promotion Reimbursement Policies Consumer/Family Involvement Funding streams will be more self-directed Waiting lists are growing © Imagine! SmartSupports Consulting Services
- 4. Plan for the Future Stagnant Rates and Resources Regulatory Changes Services/Supports Must be More Efficient Change Presents Opportunity Create New Models Replace Existing Models © Imagine! SmartSupports Consulting Services
- 5. Improve Individual Services/Supports ◦ Assess Service/Support Needs ◦ Facilitate Communication/Involvement Families ◦ TeleHealth/Education Improve Organizational Efficiency ◦ Coordinate Information ◦ Assess/Evaluate Performance © Imagine! SmartSupports Consulting Services
- 6. Engage in Research and Development ◦ Design/Develop New Products ◦ Demonstrate Success/Failure Create New Service Models ◦ Address Waiting Lists Establish/Develop New Partnerships ◦ Social Ventures © Imagine! SmartSupports Consulting Services
- 7. Enterprise Applications Smart Supports Consumer Remote Assistive Monitoring Technologies
- 8. Remote Monitoring Applications ◦ 3rd Party Monitoring Services ◦ In-House Monitoring Enterprise Applications ◦ Enterprise Resource Planning (ERP) ◦ Customer Relationship Management (CRM) ◦ E-MAR, Learning Management, Document Imaging Consumer Assistive and Adaptive Technology ◦ Communication Systems ◦ Environmental Controls ◦ Learning/Prompting Systems ◦ Community Navigation/Support ◦ Apps/Apps/Apps © Imagine! SmartSupports Consulting Services
- 9. Education - √ ◦ Applications - √ ◦ Benefits of Technology - √ Prioritization ◦ Analyze “pain” points ◦ Greatest Impact Planning ◦ Impacts on the Organization Implementation ◦ Project Management (DIGs) Maintenance and Support © Imagine! SmartSupports Consulting Services
- 10. Prioritization ◦ Analyze “pain” points Technology Surveys • Internal and Company wide ◦ Greatest Impact What is important (3-5 list) What will have greatest impact What is a good building block to launch tech initiatives Planning ◦ Impact on the Organization © Imagine! SmartSupports Consulting Services
- 11. Survey of Current Infrastructure ◦ Hardware ◦ Software ◦ Connectivity, Internal and External Existing Functionality ◦ ERP, CRM and EHR Platform Integration Staff Capabilities and Bandwidth ◦ Indentify Technology “Stars” © Imagine! SmartSupports Consulting Services
- 12. Analyze workflow ◦ Flowcharts Information Bottlenecks Geographic area Assess Risk ◦ Health and Safety ◦ Medical Monitoring Regulatory Requirements Reporting Staff Training © Imagine! SmartSupports Consulting Services
- 13. Enterprise Applications Smart Supports Consumer Remote Assistive Monitoring Technologies
- 14. Enterprise Integration Group o Representative of Organization o Serves as Project Management Team o Provides Resources to Help Project Succeed Ensures Appropriate Business Planning with Exit Strategies Overseeing Architecture / Management Planning & Practices ◦ Maps Out Project Goals/Objectives ◦ Brainstorming & Problem Solving ◦ Scouting for High-Potential Ideas ◦ Establishes & Maintains Focus on Priorities © Imagine! SmartSupports Consulting Services
- 15. © Imagine! SmartSupports Consulting Services
- 16. Improve Learning/Independence Improve Organizational Management Enhance Direct Support Interactions Automate Notification and Prompting Improve Health/Wellness Increase Stakeholder Involvement Support Individual Actions Transparency © Imagine! SmartSupports Consulting Services
- 17. Enterprise Apps Sweet Goals and Objectives Spot Responsibilities Consumer Remote AT Monitoring Budget Organizational Structure & Process © Imagine! SmartSupports Consulting Services
- 18. Goals and Objectives Enterprise Apps o Identified by Survey Results o Communication Plan Sweet Spot o timelines Consumer AT Remote Monitoring o ROI (return on investment) Responsibilities o Talent? o Time? © Imagine! SmartSupports Consulting Services
- 19. © Imagine! SmartSupports Consulting Services
- 20. Enterprise Apps Budget o Financial Commitment & Sweet Spot Strategy Consumer AT Remote Monitoring Organizational Structure & Process o Capacity (Organization, Board, Department & Staff) © Imagine! SmartSupports Consulting Services
- 21. Incorporating Areas of Technology? ◦ Culture Shock ◦ Organizational control ◦ Staff Capacity Training Resources • Live vs Online ◦ Planning for Functional Skills Screening ◦ Education & Planning for Individual Technology Plans Part of Individual Planning Process Consumers & Families, Case Managers & Service Coordinators (Buy-in) © Imagine! SmartSupports Consulting Services
- 22. Data Tracking Methodologies Job Expectations & Job Descriptions Staff Training / Staff Training / Staff Training Budget Feedback Process © Imagine! SmartSupports Consulting Services
- 23. Identify - ”low hanging fruit” Design for Replication Design for Scale Supportive Corporate Structure Seek Collaboration Create and Evaluation Process and Feedback Loop Advertise/Market Success ◦ Fundraising/Grant Writing © Imagine! SmartSupports Consulting Services
- 24. Incorporating Consumer Technologies ◦ Technology Screening ◦ Individual Technology Plan Part of Individual Plan Process ◦ Data/Tracking Methodology ◦ Job Expectations and Job Descriptions ◦ Staff Training/Staff Training/Staff Training • Hiring and Recruitment • Group Similar Technology • Curriculum Development • LMS © Imagine! SmartSupports Consulting Services
- 25. Forces you to determine the future of the company in terms of measurable results. Ensures the company maintains a strategic focus. Allows time for contemplation and reflection. Prioritizes the issues that must be addressed to achieve the goals. © Imagine! SmartSupports Consulting Services
- 26. Guides effective decision-making and validates allocation of time for managers and employees. Allows you to anticipate the right opportunities. Provides a tool for monitoring progress. Creates a means of communication for the entire company. © Imagine! SmartSupports Consulting Services
- 27. Greg Wellems - gwellems@imaginecolorado.org Kevin Harding - kharding@imaginecolorado.org Sterling Wind - swind@imaginecolorado.org Imagine - http://www.imaginecolorado.org/ SmartHome - http://www.imaginesmarthomes.org/
Editor's Notes
- #9: Enterprise resource planning, a system that is used to manage and coordinate all the resources, information, and functions of a businessCustomer Resource Management