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

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


 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


 Improve Individual Services/Supports
◦ Assess Service/Support Needs
◦ Facilitate Communication/Involvement
Families
◦ TeleHealth/Education
 Improve Organizational Efficiency
◦ Coordinate Information
◦ Assess/Evaluate Performance


 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


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


 Education - √
◦ Applications - √
◦ Benefits of Technology - √
 Prioritization
◦ Analyze “pain” points
◦ Greatest Impact
 Planning
◦ Impacts on the Organization
 Implementation
◦ Project Management (DIGs)
 Maintenance and Support


 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


 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


 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


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


Enterprise
Apps

Sweet
 Goals and Objectives Spot

 Responsibilities
Consumer Remote
AT Monitoring

 Budget
 Organizational Structure & Process


 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?


Enterprise
Apps
 Budget
o Financial Commitment &
Sweet
Spot

Strategy Consumer
AT
Remote
Monitoring

 Organizational Structure &
Process
o Capacity (Organization,
Board, Department &
Staff)


 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)


 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


 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.


 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.


 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/

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

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