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

Greg Wellems,Sterling Wind & Kevin Harding

Imagine!

Strategically Implementing Technology in Your Organization

Step 2: Prioritization & Planning

The Case for Technology

© Imagine! SmartSupports Consulting Services

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

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

The Case for Technology


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

Organizations Must


Improve Individual Services/Supports◦Assess Service/Support Needs◦Facilitate Communication/Involvement

Families◦TeleHealth/Education

Improve Organizational Efficiency◦Coordinate Information◦Assess/Evaluate Performance

Benefits of Technology


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

Benefits of Technology


Smart Supports

Enterprise Applications

RemoteMonitoring

ConsumerAssistive

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

Know What’s Out There


Education - √◦ Applications - √◦ Benefits of Technology - √

Prioritization◦ Analyze “pain” points◦ Greatest Impact

Planning◦ Impacts on the Organization

Implementation◦ Project Management (DIGs)

Maintenance and Support

Inserting Technology into Your Strategic Planning Process


Prioritization 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


Assess Capabilities 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”


Analyze workflow◦ Flowcharts

Information Bottlenecks Geographic area

Assess Risk◦ Health and Safety◦ Medical Monitoring

Regulatory Requirements Reporting Staff Training

Greatest Impact


Smart

Supports

Project Planning Team Enterprise Integration Group

o Representative of Organizationo Serves as Project Management Teamo 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


Project Planning Form


Improve Learning/Independence Improve Organizational Management Enhance Direct Support Interactions Automate Notification and Prompting Improve Health/Wellness Increase Stakeholder Involvement Support Individual Actions Transparency

Operational Benefits


Goals and Objectives Responsibilities Budget Organizational Structure & Process

RemoteMonitoring

Enterprise Apps

ConsumerAT

Identifying Processes for Implementing Priorities

Sweet Spot


Goals and Objectiveso Identified by Survey Resultso Communication Plano timelineso ROI (return on investment)

Responsibilitieso Talent?o Time?

RemoteMonitoring

Enterprise Apps

ConsumerAT


Sweet Spot


Technology Dissemination Plan


RemoteMonitoring

Enterprise Apps

ConsumerAT


Sweet Spot

Budgeto Financial Commitment

& Strategy Organizational Structure &

Processo Capacity (Organization,

Board, Department & Staff)


Planning For Implementation

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)


Planning For Implementation

Data Tracking Methodologies Job Expectations & Job Descriptions Staff Training / Staff Training / Staff Training

Budget Feedback Process


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

Best Practices -


Best Practices - 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


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.

Importance of Planning


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.

Importance of Planning


Greg Wellems - [email protected]

Kevin Harding - [email protected]

Sterling Wind - [email protected]

Imagine - http://www.imaginecolorado.org/

SmartHome - http://www.imaginesmarthomes.org/

mailto:[email protected]



http://www.imaginecolorado.org/

http://www.imaginesmarthomes.org/

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

Technology

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