The iNSIST project developed a data transfer application to export health data from state databases to a website. The project manager had over 12 years of experience and led several large projects. Key constraints included not being able to change the source or destination systems. Risks included having only part-time resources and technical challenges integrating different database types. Through a structured process and knowledgeable team, the project was successfully completed.

2. PMILIC Project of the Year
iNSIST Project
May 10, 2006

3. Overview
What is iNSIST? Who was the PM?
Project Constraints/Risks
Natus/Neometrics Process Assets
Management Tools Techniques
Results

4. What is iNSIST?
Data transfer application that exports
data from State Health Datacenters to
the NNSGRC’s NNSIS website.
See the NNSIS site at
http://www2.uthscsa.edu/nnsis/

5. What is iNSIST?

6. Who is the Project Manager?
Over 12 years project management
experience
Lead several large scale projects: Contentville
launch, Inside.com migration, WebMD Health
Portal migration
Multiple Web/Client Technologies
Member PMI, PMILIC
PMP Certified (since April 25, 2006)

7. Project Constraints
Neometrics systems could not be
changed
NNSIS system could not be changed
No additional infrastructure
System must be highly configurable,
work with non-Neometrics applications
Time/Cost

8. Project Risks - Threats
Project Manager and QA only part time
Single point of failure for each team
position (DBA, Developer, Project
Manager, QA)
Limited UAT testing
Need to attach to different data
schemas databases types

9. Project Risks - Threats
Various Technical
Stakeholders not co-located (Alabama,
Tennessee, Texas, California, Long
Island)
Other projects competed for team
member time

10. Project Risks - Opportunities
Highly knowledgeable team
Management support of structured,
formal, and process oriented approach
In depth knowledge of systems
Internal (CMS/MSDS)
NNSIS

11. Organizational Process Assets
Natus/Neometrics SDLC was defined
Several project templates available in
document repository
Existing code modules and database
structures could be repurposed
Team members knew their stuff

12. Neometrics Products Delivery

13. Neometrics Products Delivery
Customer Sales
Customer
Demonstration

14. Neometrics Products Delivery
Customer Sales
Customer
Demonstration
Project
Description

15. Neometrics Products Delivery
Customer Sales
Customer
Demonstration
Project
Description
Current
Product?

16. Neometrics Products Delivery
Customer Sales Marketing
Customer
Demonstration
Project
Description Market
Analysis
No
Current
Product?

17. Neometrics Products Delivery
Customer Sales Marketing
No Business
Customer
Proposal?
Demonstration
Project
Description Market
Analysis
No
Current
Product?

18. Neometrics Products Delivery
Customer Sales Marketing
No Yes Marketing A
Business
Customer
Requirements
Proposal?
Demonstration
Project
Description Market
Analysis
No
Current
Product?
A. Identify Beta sites

19. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A
Business Feasibility/
Customer
Requirements
Proposal? Cost Analysis
Demonstration
Project
Description Market
Analysis
No
Current
Product?
A. Identify Beta sites

20. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A
Business Feasibility/
Customer
Requirements
Proposal? Cost Analysis
Demonstration
Project
Description Market Profitable
Analysis Product?
No
No
Current
Product?
A. Identify Beta sites

21. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A
Business Feasibility/
Customer
Requirements
Proposal? Cost Analysis
Demonstration
Project
Description Market Profitable
Analysis Product?
No
Yes
No
Current
Product?
Yes
A. Identify Beta sites

22. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A
Business Feasibility/
Customer
Requirements
Proposal? Cost Analysis
Demonstration
Project
Description Market Profitable
Analysis Product?
No
Yes
No
Current
Product?
Yes
Client Services
Management
Plan
A. Identify Beta sites

23. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A
Business Feasibility/
Customer
Requirements
Proposal? Cost Analysis
Demonstration
Project
Description Market Profitable
Analysis Product?
No
Yes
No
Current
Product?
Yes
Client Services
Management
Plan
Project B
Proposal
A. Identify Beta sites B. Estimated delivery date

24. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A
Business Feasibility/
Customer
Requirements
Proposal? Cost Analysis
Demonstration
Project
Description Market Profitable
Analysis Product?
No
Yes
No
Current
Product?
Yes
Client Services
Management
Plan
Project B
Proposal
Project
Presentation
A. Identify Beta sites B. Estimated delivery date

25. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A
Business Feasibility/
Customer
Requirements
Proposal? Cost Analysis
Demonstration
Project
Description Market Profitable
Analysis Product?
No
Yes
No
Current
Product?
Yes
Client Services
Management
Plan
Project B
Proposal
Project
Presentation
No
Project
OK as is?
A. Identify Beta sites B. Estimated delivery date

26. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A
Business Feasibility/
Customer
Requirements
Proposal? Cost Analysis
Demonstration
Project
Description Market Profitable
Analysis Product?
No
Yes
No
Current
Product?
Yes
Client Services
Management
Plan
Project B
Proposal
Project
Presentation
No
Project
OK as is?
Yes
Signed
Contract
A. Identify Beta sites B. Estimated delivery date

27. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A
Business Feasibility/
Customer
Requirements
Proposal? Cost Analysis
Demonstration
Project
Description Market Profitable
Analysis Product?
No
Yes
No
Current
Product?
Yes
Client Services
Management
Plan
Project B
Proposal
Project
Presentation
No
Project
OK as is?
Yes
Signed Kickoff
Contract Meeting
A. Identify Beta sites B. Estimated delivery date

28. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A
Business Feasibility/
Customer
Requirements
Proposal? Cost Analysis
Demonstration
Project
Description Market Profitable
Analysis Product?
No
Yes
No
Current
Product?
Yes
Client Services
Management
Plan
Project B
Proposal
Project
Presentation
No
Project
OK as is?
Yes
Signed Kickoff Alpha
Contract Meeting Installation
A. Identify Beta sites B. Estimated delivery date

29. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A
Business Feasibility/
Customer
Requirements
Proposal? Cost Analysis
Demonstration
Project
Description Market Profitable
Analysis Product?
No
Yes
No
Current
Product?
Yes
Client Services
Management
Plan
Project B
Proposal
Project
Presentation
No
Project
OK as is?
Yes
Signed Requirements
Kickoff Alpha
Contract Document
Meeting Installation
Workflows &
Configurations
A. Identify Beta sites B. Estimated delivery date

30. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A
Business Feasibility/
Customer
Requirements
Proposal? Cost Analysis
Demonstration
Project
Description Market Profitable
Analysis Product?
No
Functional
Yes Specification
No
Current
Product?
Yes
Client Services
Management
Plan
Project B
Proposal
Project
Presentation
No
Project
OK as is?
Yes
Signed Requirements
Kickoff Alpha
Contract Document
Meeting Installation
Workflows &
Configurations
A. Identify Beta sites B. Estimated delivery date

31. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A
Business Feasibility/
Customer
Requirements
Proposal? Cost Analysis
Demonstration
Project
Description Market Profitable
Analysis Product?
No
Functional
Yes Specification
No
Current
Product?
Yes
Client Services
Management
Plan
Install/Support
Plan
Project B
Proposal
Project
Presentation
No
Project
OK as is?
Yes
Signed Requirements
Kickoff Alpha
Contract Document
Meeting Installation
Workflows &
Configurations
A. Identify Beta sites B. Estimated delivery date

32. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A
Business Feasibility/
Customer
Requirements
Proposal? Cost Analysis
Demonstration
Project
Description Market Profitable
Analysis Product?
No
Functional
Yes Specification
No
Current
Product?
Yes
Client Services
Management
Plan
Install/Support
Plan
Project B
Proposal
Project
Presentation Project
Plan (Final)
No
Project
OK as is?
Yes
Signed Requirements
Kickoff Alpha
Contract Document
Meeting Installation
Workflows &
Configurations
A. Identify Beta sites B. Estimated delivery date

33. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A
Business Feasibility/
Customer
Requirements
Proposal? Cost Analysis
Demonstration
Project
Description Market Profitable
Analysis Product?
No
Functional
Yes Specification
No
Current
Product?
Yes
Client Services
Management
Plan
Install/Support
Plan
Project B
Proposal
Project
Presentation Project
Plan (Final)
No
Project
OK as is?
Yes
Customer
Signed Requirements
Kickoff Alpha
Project
Contract Document
Meeting Installation
Review
Workflows &
Configurations
A. Identify Beta sites B. Estimated delivery date

34. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A
Business Feasibility/
Customer
Requirements
Proposal? Cost Analysis
Demonstration
Project
Description Market Profitable
Analysis Product?
No
Functional
Yes Specification
No
Current
Product?
Yes
Client Services
Management
Plan
Install/Support
Plan
Project B
Proposal
Project
Presentation Project
Plan (Final)
No
Project
OK as is?
Yes
Customer
Signed Requirements Client C
Kickoff Alpha
Project
Contract Document Approval
Meeting Installation
Review
Workflows &
Configurations
A. Identify Beta sites B. Estimated delivery date C. Finalized delivery date

35. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A
Business Feasibility/
Customer
Requirements
Proposal? Cost Analysis
Demonstration
Project
Description Market Profitable
Analysis Product?
No
Functional Technical QA Test
Yes Specification Specification Plans
No
Current
Product?
Yes
Client Services
Management
Plan
Install/Support
Plan
Project B
Proposal
Project
Presentation Project
Plan (Final)
No
Project
OK as is?
Yes
Customer
Signed Requirements Client C
Kickoff Alpha
Project
Contract Document Approval
Meeting Installation
Review
Workflows &
Configurations
A. Identify Beta sites B. Estimated delivery date C. Finalized delivery date

36. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A System
Business Feasibility/
Customer
Requirements Development
Proposal? Cost Analysis
Demonstration
Project
Description Market Profitable
Analysis Product?
No
Functional Technical QA Test
Yes Specification Specification Plans
No
Current
Product?
Yes
Client Services
Management
Plan
Install/Support
Plan
Project B
Proposal
Project
Presentation Project
Plan (Final)
No
Project
OK as is?
Yes
Customer
Signed Requirements Client C
Kickoff Alpha
Project
Contract Document Approval
Meeting Installation
Review
Workflows &
Configurations
A. Identify Beta sites B. Estimated delivery date C. Finalized delivery date

37. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A System QA
Business Feasibility/
Customer
Requirements Development Testing
Proposal? Cost Analysis
Demonstration
Project
Description Market Profitable
Analysis Product?
No
Functional Technical QA Test
Yes Specification Specification Plans
No
Current
Product?
Yes
Client Services
Management
Plan
Install/Support
Plan
Project B
Proposal
Project
Presentation Project
Plan (Final)
No
Project
OK as is?
Yes
Customer
Signed Requirements Client C
Kickoff Alpha
Project
Contract Document Approval
Meeting Installation
Review
Workflows &
Configurations
A. Identify Beta sites B. Estimated delivery date C. Finalized delivery date

38. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A System QA
Business Feasibility/
Customer
Requirements Development Testing
Proposal? Cost Analysis
Demonstration
Configuration
Project
Changes
Description Market Profitable
Analysis Product?
No
Functional Technical QA Test
Yes Specification Specification Plans
No
Current
Product?
Yes
Client Services
Management
Plan
Install/Support
Plan
Project B
Proposal
Project
Presentation Project
Plan (Final)
No
Project
OK as is?
Yes
Customer
Signed Requirements Client C
Kickoff Alpha
Project
Contract Document Approval
Meeting Installation
Review
Workflows &
Configurations
A. Identify Beta sites B. Estimated delivery date C. Finalized delivery date

39. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A System QA
Business Feasibility/
Customer
Requirements Development Testing
Proposal? Cost Analysis
Demonstration
Configuration
Project
Changes
Description Market Profitable
Analysis Product?
No
Functional Technical QA Test Beta
Yes Specification Specification Plans Test
No
Current
Product?
Yes
Client Services
Management
Plan
Install/Support
Plan
Project B
Proposal
Project
Presentation Project
Plan (Final)
No
Project
OK as is?
Yes
Customer
Signed Requirements Client C
Kickoff Alpha
Project
Contract Document Approval
Meeting Installation
Review
Workflows &
Configurations
A. Identify Beta sites B. Estimated delivery date C. Finalized delivery date

40. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A System QA
Business Feasibility/
Customer
Requirements Development Testing
Proposal? Cost Analysis
Demonstration
Configuration
Project
Changes
Description Market Profitable
Analysis Product?
No
Functional Technical QA Test Beta
Yes Specification Specification Plans Test
No
Current
Product?
Yes
Acceptance
Client Services Plan
Management
Plan
Install/Support
Plan
Project B
Proposal
Project
Presentation Project
Plan (Final)
No
Project
OK as is?
Yes
Customer
Signed Requirements Client C
Kickoff Alpha
Project
Contract Document Approval
Meeting Installation
Review
Workflows &
Configurations
A. Identify Beta sites B. Estimated delivery date C. Finalized delivery date

41. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A System QA
Business Feasibility/
Customer
Requirements Development Testing
Proposal? Cost Analysis
Demonstration
Configuration
Project
Changes
Description Market Profitable
Analysis Product?
No
Functional Technical QA Test Beta
Yes Specification Specification Plans Test
No
Current
Product?
Yes
Acceptance
Client Services Plan
Management
Plan
Install/Support
Plan
Project B Install/Test
Proposal System
Project
Presentation Project
Plan (Final)
No
Project
OK as is?
Yes
Customer
Signed Requirements Client C
Kickoff Alpha
Project
Contract Document Approval
Meeting Installation
Review
Workflows &
Configurations
A. Identify Beta sites B. Estimated delivery date C. Finalized delivery date

42. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A System QA
Business Feasibility/
Customer
Requirements Development Testing
Proposal? Cost Analysis
Demonstration
Configuration
Project
Changes
Description Market Profitable
Analysis Product?
No
Functional Technical QA Test Beta
Yes Specification Specification Plans Test
No
Current
Product?
Yes
Acceptance
Client Services Plan
Management
Plan
Install/Support
Plan
Project B Install/Test
Proposal System
Project
Presentation Project Project
Plan (Final) Completion
No
Project
OK as is?
Yes
Customer
Signed Requirements Client C
Kickoff Alpha
Project
Contract Document Approval
Meeting Installation
Review
Workflows &
Configurations
A. Identify Beta sites B. Estimated delivery date C. Finalized delivery date

43. Neometrics Products Delivery
Customer Sales Marketing Development
No Yes Marketing A System QA
Business Feasibility/
Customer
Requirements Development Testing
Proposal? Cost Analysis
Demonstration
Configuration
Project
Changes
Description Market Profitable
Analysis Product?
No
Functional Technical QA Test Beta
Yes Specification Specification Plans Test
No
Current
Product?
Yes
Acceptance
Client Services Plan
Management
Plan
Install/Support
Plan
Project B Install/Test
Proposal System
Project
Presentation Project Project
Plan (Final) Completion
No
Project
OK as is?
Ongoing
Yes
Support
Customer
Signed Requirements Client C
Kickoff Alpha
Project
Contract Document Approval
Meeting Installation
Review
Workflows &
Configurations
A. Identify Beta sites B. Estimated delivery date C. Finalized delivery date

44. iNSIST – Newly Introduced
PMI Methodology
Microsoft Methodology
Formal Quality Methodology

45. Project Artifacts
Project Charter
Formal Project Schedule
Requirements and Technical
Requirements Documentation
Risk Register

46. Project Artifacts
Meeting Minutes
Testing
Formal Sign Off
Deployment Documentation
Lessons Learned

47. iNSIST – Rapid Development
Daily Build Process Adopted from MSF
Application compiled daily
Application tested daily
Project Progress measured against
Project Baseline daily – Project Snail
Follow the sun…

48. iNSIST – Rapid Development
Integrated change control
implemented. All changes measured
against the triple constraint (Scope,
Time, Cost, Quality)
Project Risks Assessed Daily
Dirty Dozen
Keep it simple – Rules of 3

49. iNSIST Project Testing Approach
Complete, Structured
Test Plan
Test Cases traceable to all business
rules
Test Case execution logs
Testing prioritized based on risk and
risk abatement

50. Results
Project completed in scope, on time, on
budget, and with quality
Project highlighted as a success during
external audits
Successfully brought formal processes
to division

51. Results
Clear lines of communication
Application easily upgraded to work
with newer CMS/MSDS versions
Application running in 2 states with
minimal support