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Strategically Implementing Technology
         in Your Organization
   Step 2: Prioritization & Planning

             Greg Wellems,
     Sterling Wind & Kevin Harding
                Imagine!
   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
   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
   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
   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
   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
Enterprise
               Applications




                Smart
               Supports
 Consumer
                               Remote
  Assistive
                              Monitoring
Technologies
   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
   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
   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
   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
   Analyze workflow
    ◦ Flowcharts
      Information Bottlenecks
      Geographic area
   Assess Risk
    ◦ Health and Safety
    ◦ Medical Monitoring
   Regulatory Requirements
      Reporting
      Staff Training



                                 © Imagine! SmartSupports Consulting Services
Enterprise
               Applications




                Smart
               Supports
 Consumer
                               Remote
  Assistive
                              Monitoring
Technologies
   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
© Imagine! SmartSupports Consulting Services
   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
Enterprise
                                                Apps


                                                 Sweet
 Goals and Objectives                            Spot



 Responsibilities
                                      Consumer            Remote
                                         AT              Monitoring


 Budget
 Organizational Structure & Process




                       © Imagine! SmartSupports Consulting Services
   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
© Imagine! SmartSupports Consulting Services
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
   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
 Data Tracking Methodologies
 Job Expectations & Job Descriptions
 Staff Training / Staff Training / Staff
  Training
 Budget
 Feedback Process




                          © Imagine! SmartSupports Consulting Services
   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
   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
 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
 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
   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/

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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/

Notes de l'éditeur

  1. Enterprise resource planning, a system that is used to manage and coordinate all the resources, information, and functions of a businessCustomer Resource Management