08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

Embed Size (px)

Citation preview

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    1/27

    Installation and Maintenance ofHealth IT Systems

    Structured Systems

    Analysis and Design

    This material Comp8_Unit4 was developed by Duke University, funded by the Department of Health and Human

    Services, Office of the National Coordinator for Health Information Technology under Award Number IU24OC000024.

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    2/27

    Structured SystemsAnalysisand Design

    Learning Objectives

    2

    1. Identify the 8 basic components to aproject plan

    2. Define the role of a project manager3. Equate the basic project plan

    components to a typical EHR

    implementation plan4. Create a project plan for system designand implementation

    Health IT Workforce Curriculum

    Version 3.0/Spring 2012

    Installation and Maintenance of Health IT Systems

    Structured Systems Analysis and Design

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    3/27

    What is Project Management

    3Health IT Workforce Curriculum

    Version 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

    Carefully planned and organized effort toaccomplish a specific, (usually) one-time

    objective

    Includes:

    Developing project plan

    Managing plans implementation, along with

    appropriate controls to monitor performance

    Changing plan and schedule when needed

    Evaluating project outcomes(Lonergan, 2010)

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    4/27

    Project Management: Phases

    4Health IT Workforce Curriculum

    Version 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

    Projects usually follow major phases. Feasibility: Is project beneficial for

    organization as a whole?

    Definition, determining the scope of theproject: Who is affected/involved?

    Planning

    Implementation

    Evaluation

    Support, maintenance(Roadmap)

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    5/27

    Project Management:Competing Pressures

    5Health IT Workforce Curriculum

    Version 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

    (Launi, 1999; Wikipedia, 2011; Brown, 2009)

    Image by Scott Neal

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    6/27

    Project Manager

    6Health IT Workforce Curriculum

    Version 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

    Focal point of project, ensuring successful

    completion

    Directly responsible for activities of allparticipants, tasks, & deliverables

    NOT the top of a typical hierarchical

    management role

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    7/27

    The Project Managers Role

    Image by Scott Neal

    7Health IT Workforce Curriculum

    Version 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    8/27

    What is a Project Plan?

    8

    Formally accepted blueprint charting entire

    project start to finish

    Detailed vs. summarized, as needed

    Balances all components: scope, time,

    cost, quality, & outcome expectations

    Anticipates & plans for potentialnegatively-impacting issues

    Health IT Workforce Curriculum

    Version 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    9/27

    Project Plan: Typical Contents

    9

    Applicable agreements Purpose

    Organizational/project goals & objectives

    Scope & expectations Roles & responsibilities of Project staff/affiliates

    Assumptions & constraints

    Quality management approach Project management approach

    Policies and procedures(Hohly, 2010)

    Health IT Workforce Curriculum

    Version 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    10/27

    Factor Analysis

    10

    In Creating a Project Plan, Joe Launi

    outlines the technique of factor analysis:

    Consider before you finalize your project

    plan.

    Disciplined technique for investigating,

    analyzing, & understanding a project prior

    to making any formal commitments

    (Launi, 1999)

    Health IT Workforce CurriculumVersion 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    11/27

    Factor Analysis: Ten Factors

    1. Project

    definition/scope

    2. Resources

    3. Time

    4. Procedures

    5. Environment

    (Launi, 1999)

    11Health IT Workforce CurriculumVersion 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

    6. Change

    7. Communications

    8. Level of

    commitment

    9. Expectations

    10. Risks

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    12/27

    8-Part Project Plan

    12

    1. Introduction Purpose of project

    What is the mission?

    Background information

    2. Goals/Objectives

    Goal: aspiration that states a direction in which

    company will focus efforts in support of mission

    Objective: short-term target (typically 12-24months or less) of defined, measurable

    achievement(Hohly, 2010)

    Health IT Workforce CurriculumVersion 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    13/27

    8-Part Project Plan

    13

    2. Goals/Objectives (contd)

    Clearly define project goals & objectives andhow they harmonize with overall

    mission/goals. Establish timeframe.

    Reaffirm benefits of successful projectcompletion.

    Define method for measuring progress andchange management procedures.

    (Hohly, 2010)

    Health IT Workforce CurriculumVersion 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    14/27

    8-Part Project Plan

    14

    3. Scope

    Project scope

    Work needing to be accomplished

    Focused on work

    Product scope

    Features & functions which characterize a

    product, service, or result

    Focused on functional requirements

    (Turbit, 2005; Wikipedia, 2010)

    Health IT Workforce CurriculumVersion 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    15/27

    8-Part Project Plan

    15

    3. Scope (contd)

    Provides a clear detail of the work to be

    accomplished (scope definition).

    States which organizational resources

    will be utilized for the project.

    Deters scope creep.(Turbit, 2005; Wikipedia, 2010)

    Health IT Workforce CurriculumVersion 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    16/27

    8-Part Project Plan

    16

    3. Scope (contd)

    List of products/deliverables Tangible items or specific results

    Details in Appendix: name, description, purpose,task(s), audience, sign-off

    Milestones Timeline of project

    Completion of specific events resulting in a significantor highly visible result

    Hard deadlines which must be met to ensure projectsuccess

    (Turbit, 2005; Wikipedia, 2010)

    Health IT Workforce CurriculumVersion 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    17/27

    8-Part Project Plan

    17

    4. Assumptions

    Relevant to successful completion

    e.g., resources, scope, expectations,

    schedules

    5. Constraints

    Specific limitations under which the project

    must be conducted e.g., upgrades must be performed after

    closing

    Health IT Workforce CurriculumVersion 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    18/27

    8-Part Project Plan

    18

    5. Constraints(contd)

    Related projects: Other projects influenced by

    project, and how

    Critical dependencies: Important relationships

    between tasks and subtasks which may

    influence timeline or completion

    Health IT Workforce CurriculumVersion 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    19/27

    8-Part Project Plan

    19

    6. Quality management Define measurable ways of determining

    whether deliverables are meetingexpectations.

    What performance-measuring activities will beneeded and when?

    What special tools, skills, techniques?

    What quality standards?

    Who manages quality assurance?

    (Hohly, 2010)

    Health IT Workforce CurriculumVersion 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    20/27

    8-Part Project Plan

    20

    7. Project Management Rules agreed to by team; e.g., reporting,

    communication, naming conventions, acceptancecriteria

    Roles & responsibilities Mechanism for effective communication acrossteam; directory of all team members & liaisons

    Method to determine & communicate progress

    8. Approvals How to address variations that arise?

    (Hohly, 2010)

    Health IT Workforce CurriculumVersion 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    21/27

    Managing an EHRImplementation Project

    21

    1. Assessment

    2. Planning

    3. Selection4. Implementation

    5. Evaluation

    6. Improvement

    (Roadmap)

    Health IT Workforce CurriculumVersion 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    22/27

    EHR Projects for Smaller Practices

    Successful implementation takes time 12-

    18 months or longer).

    EHR Implementation should be guided byyour long term goals for the practice

    A thorough workflow evaluation is also

    critical for successful implementation

    (Columbus, 2006; DerGurahian, 2010; )

    22Health IT Workforce CurriculumVersion 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    23/27

    EHR Projects for Smaller Practices

    Costs and Resources are stronger factors

    A successful EHR implementation requires

    a PARTNERSHIP between the practiceand the vendor

    23Health IT Workforce CurriculumVersion 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    24/27

    Structured SystemsAnalysis and Design

    Summary

    24Health IT Workforce CurriculumVersion 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

    Project management - a carefully planned

    and organized effort to accomplish a specific,

    and usually one-time, objective.

    A Project Manager - Oversees all aspects of

    the project.

    Projects have major phases.

    Factor Analysishelps organize the project.

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    25/27

    Structured SystemsAnalysis and Design

    Summary A project plan should have at least eight components,

    each of which is essentially a work product resulting from

    subtasks.

    EHR Project Implementations typically follow six stages:

    Assessment

    Planning

    Selection Implementation

    Evaluation

    Improvement

    25Health IT Workforce CurriculumVersion 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    26/27

    Structured SystemsAnalysis and Design

    ReferencesReferences:

    Brown, C (2009, March). It Used to be the Iron Triangle [Internet].Available from

    http://www.betterprojects.net/2009/03/it-used-to-be-iron-triangle.html.

    Columbus, Suzanne. "Small Practice, Big Decision: Selecting an EHR System for Small Physician Practices."

    Journal of AHIMA77, no.5 (May 2006): 42-46. Available on the Internet:

    http://library.ahima.org/xpedio/groups/public/documents/ahima/bok1_031357.hcsp?dDocName=bok1_031357. DerGurahian, Jean (2010, March). Slow, steady EHR implementation plan better for doctors offices [Internet].

    Available from: http://searchhealthit.techtarget.com/news/2240016960/Slow-steady-EHR-implementation-plan-

    better-for-doctors-offices.

    Hohly, Marge. Project Plan Definition[Internet]. 2007. [Cited July 2010]: [about 5 screens].

    http://www.cerritos.edu/hohly/WorkExperience/project plan_instructions.htm

    Launi, Joe. Creating a Project Plan. JNM [serial on the Internet]. 1999 Sept; [cited 2010 August 15]

    http://www.tdan.com/view-articles/5266

    Lonergan, Kevin. Project Management. Free Management Library [Internet]; [cited 2010 August 5]; Available from:http://www.managementhelp.org/plan_dec/project/project.htm

    A Roadmap for an EHR Implementation at a Practice. Binary Spectrum [Internet].

    http://www.binaryspectrum.com/HealthcareSolutions/ElectronicMedicalRecords/Roadmap-for implementation-of-

    EHRsystem-at-a-practice.html

    26Health IT Workforce CurriculumVersion 3.0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

    St t d S t

    http://www.betterprojects.net/2009/03/it-used-to-be-iron-triangle.htmlhttp://library.ahima.org/xpedio/groups/public/documents/ahima/bok1_031357.hcsp?dDocName=bok1_031357http://searchhealthit.techtarget.com/news/2240016960/Slow-steady-EHR-implementation-plan-better-for-doctors-officeshttp://searchhealthit.techtarget.com/news/2240016960/Slow-steady-EHR-implementation-plan-better-for-doctors-officeshttp://www.cerritos.edu/hohly/WorkExperience/project%20plan_instructions.htmhttp://www.tdan.com/view-articles/5266http://www.managementhelp.org/plan_dec/project/project.htmhttp://www.binaryspectrum.com/HealthcareSolutions/ElectronicMedicalRecords/Roadmap-for-implementation-of-EHRsystem-at-a-practice.htmlhttp://www.binaryspectrum.com/HealthcareSolutions/ElectronicMedicalRecords/Roadmap-for-implementation-of-EHRsystem-at-a-practice.htmlhttp://www.binaryspectrum.com/HealthcareSolutions/ElectronicMedicalRecords/Roadmap-for-implementation-of-EHRsystem-at-a-practice.htmlhttp://www.binaryspectrum.com/HealthcareSolutions/ElectronicMedicalRecords/Roadmap-for-implementation-of-EHRsystem-at-a-practice.htmlhttp://www.binaryspectrum.com/HealthcareSolutions/ElectronicMedicalRecords/Roadmap-for-implementation-of-EHRsystem-at-a-practice.htmlhttp://www.binaryspectrum.com/HealthcareSolutions/ElectronicMedicalRecords/Roadmap-for-implementation-of-EHRsystem-at-a-practice.htmlhttp://www.binaryspectrum.com/HealthcareSolutions/ElectronicMedicalRecords/Roadmap-for-implementation-of-EHRsystem-at-a-practice.htmlhttp://www.binaryspectrum.com/HealthcareSolutions/ElectronicMedicalRecords/Roadmap-for-implementation-of-EHRsystem-at-a-practice.htmlhttp://www.binaryspectrum.com/HealthcareSolutions/ElectronicMedicalRecords/Roadmap-for-implementation-of-EHRsystem-at-a-practice.htmlhttp://www.binaryspectrum.com/HealthcareSolutions/ElectronicMedicalRecords/Roadmap-for-implementation-of-EHRsystem-at-a-practice.htmlhttp://www.binaryspectrum.com/HealthcareSolutions/ElectronicMedicalRecords/Roadmap-for-implementation-of-EHRsystem-at-a-practice.htmlhttp://www.binaryspectrum.com/HealthcareSolutions/ElectronicMedicalRecords/Roadmap-for-implementation-of-EHRsystem-at-a-practice.htmlhttp://www.binaryspectrum.com/HealthcareSolutions/ElectronicMedicalRecords/Roadmap-for-implementation-of-EHRsystem-at-a-practice.htmlhttp://www.binaryspectrum.com/HealthcareSolutions/ElectronicMedicalRecords/Roadmap-for-implementation-of-EHRsystem-at-a-practice.htmlhttp://www.binaryspectrum.com/HealthcareSolutions/ElectronicMedicalRecords/Roadmap-for-implementation-of-EHRsystem-at-a-practice.htmlhttp://www.managementhelp.org/plan_dec/project/project.htmhttp://www.tdan.com/view-articles/5266http://www.tdan.com/view-articles/5266http://www.tdan.com/view-articles/5266http://www.cerritos.edu/hohly/WorkExperience/project%20plan_instructions.htmhttp://searchhealthit.techtarget.com/news/2240016960/Slow-steady-EHR-implementation-plan-better-for-doctors-officeshttp://searchhealthit.techtarget.com/news/2240016960/Slow-steady-EHR-implementation-plan-better-for-doctors-officeshttp://searchhealthit.techtarget.com/news/2240016960/Slow-steady-EHR-implementation-plan-better-for-doctors-officeshttp://searchhealthit.techtarget.com/news/2240016960/Slow-steady-EHR-implementation-plan-better-for-doctors-officeshttp://searchhealthit.techtarget.com/news/2240016960/Slow-steady-EHR-implementation-plan-better-for-doctors-officeshttp://searchhealthit.techtarget.com/news/2240016960/Slow-steady-EHR-implementation-plan-better-for-doctors-officeshttp://searchhealthit.techtarget.com/news/2240016960/Slow-steady-EHR-implementation-plan-better-for-doctors-officeshttp://searchhealthit.techtarget.com/news/2240016960/Slow-steady-EHR-implementation-plan-better-for-doctors-officeshttp://searchhealthit.techtarget.com/news/2240016960/Slow-steady-EHR-implementation-plan-better-for-doctors-officeshttp://searchhealthit.techtarget.com/news/2240016960/Slow-steady-EHR-implementation-plan-better-for-doctors-officeshttp://searchhealthit.techtarget.com/news/2240016960/Slow-steady-EHR-implementation-plan-better-for-doctors-officeshttp://searchhealthit.techtarget.com/news/2240016960/Slow-steady-EHR-implementation-plan-better-for-doctors-officeshttp://searchhealthit.techtarget.com/news/2240016960/Slow-steady-EHR-implementation-plan-better-for-doctors-officeshttp://searchhealthit.techtarget.com/news/2240016960/Slow-steady-EHR-implementation-plan-better-for-doctors-officeshttp://searchhealthit.techtarget.com/news/2240016960/Slow-steady-EHR-implementation-plan-better-for-doctors-officeshttp://searchhealthit.techtarget.com/news/2240016960/Slow-steady-EHR-implementation-plan-better-for-doctors-officeshttp://searchhealthit.techtarget.com/news/2240016960/Slow-steady-EHR-implementation-plan-better-for-doctors-officeshttp://searchhealthit.techtarget.com/news/2240016960/Slow-steady-EHR-implementation-plan-better-for-doctors-officeshttp://library.ahima.org/xpedio/groups/public/documents/ahima/bok1_031357.hcsp?dDocName=bok1_031357http://library.ahima.org/xpedio/groups/public/documents/ahima/bok1_031357.hcsp?dDocName=bok1_031357http://www.betterprojects.net/2009/03/it-used-to-be-iron-triangle.htmlhttp://www.betterprojects.net/2009/03/it-used-to-be-iron-triangle.htmlhttp://www.betterprojects.net/2009/03/it-used-to-be-iron-triangle.htmlhttp://www.betterprojects.net/2009/03/it-used-to-be-iron-triangle.htmlhttp://www.betterprojects.net/2009/03/it-used-to-be-iron-triangle.htmlhttp://www.betterprojects.net/2009/03/it-used-to-be-iron-triangle.htmlhttp://www.betterprojects.net/2009/03/it-used-to-be-iron-triangle.htmlhttp://www.betterprojects.net/2009/03/it-used-to-be-iron-triangle.htmlhttp://www.betterprojects.net/2009/03/it-used-to-be-iron-triangle.htmlhttp://www.betterprojects.net/2009/03/it-used-to-be-iron-triangle.htmlhttp://www.betterprojects.net/2009/03/it-used-to-be-iron-triangle.html
  • 8/12/2019 08- Installation and Maintenance of Health IT Systems- Unit 4- Structured Systems Analysis and Design

    27/27

    Structured SystemsAnalysis and Design

    ReferencesReferences: Turbit, Neville(2005,June). Defining the Scope of a Project [Internet]. PerfectProject.com.Available From:

    http://www.projectperfect.com.au/info_define_the_scope.php.

    Wikipedia (2011, December). Scope (Project Management) [Internet]. Cited December 2011 from Wikipedia.com:

    http://en.wikipedia.org/wiki/Scope_(project_management.

    Wikipedia (2010, December). Scope (Project Management) [Internet]. Cited December 2010 from

    Wikipedia.com: http://en.wikipedia.org/wiki/Scope_(project_management

    Images

    Slide 5 : The Project Diamond. Courtesy Scott Neal. Used with permission.

    Slide 7 : The Role of a Project Manager. Courtesy Scott Neal. Used with permission.

    27Health IT Workforce CurriculumVersion 3 0/Spring 2012

    Installation and Maintenance of Health IT SystemsStructured Systems Analysis and Design

    http://www.projectperfect.com.au/info_define_the_scope.phphttp://en.wikipedia.org/wiki/Scope_(project_managementhttp://en.wikipedia.org/wiki/Scope_(project_managementhttp://en.wikipedia.org/wiki/Scope_(project_managementhttp://en.wikipedia.org/wiki/Scope_(project_managementhttp://en.wikipedia.org/wiki/Scope_(project_managementhttp://www.projectperfect.com.au/info_define_the_scope.php