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http://www.csun.edu/~dn58412/IS531/ IS531_SP15.html Lecture 10 System Implementation and Maintenance (Chapter 10)

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Lecture 10System Implementation and

Maintenance (Chapter 10)

Learning ObjectivesLearning Objectives

1. Cultural change in System Implementation

2. Implementation committee3. Issues in test, training, and

production environments. 4. The “go-live” process5. Implementation pitfalls.6. Maintenance and System Life Cycle

IS 531 : Lecture 10 2

System ImplementationSystem Implementation

• Third phase of the life cycle• Begins with purchase of the system• Planning before purchase• Selection of the implementation

committee to oversee the process

IS 531 : Lecture 10 3

Implementation CommitteeImplementation Committee

• Project leader—needs to be involved in the entire process

• Technical staff • Informatics representatives • Clinical representatives • Managers who understand day-to-day

operations and how those processes might be improved

IS 531 : Lecture 10 4

Implementation CommitteeImplementation Committee

• Steering Committee membership and organizational issues are as important as the technology when implementing a new system.

• The project leader must have strong leadership and communication skills.

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Committee Tasks Committee Tasks

• Develop plan /work breakdown structure (who is responsible of what, timeframe).

• Schedule tasks for implementation.• Define the scope of each task.• Identify timelines and “go-live” date.• Identify resources and constraints.• Get to know the system.• Research what data is needed and how it

is used.

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Getting to Know the SystemGetting to Know the System

• “Base” system—supplied by vendor without any changes

• Training for committee– On-site training by the vendor– Vendor training at corporate headquarters– Consultants may provide training

• Should revisit issues examined during selection

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Issues to Revisit Issues to Revisit

• Is technology current? Upgradable?• Financial stability of vendor• Vendor compliance with regulations• Integration with other systems• Support different types of patient accounts• Clinical support (client care)• EMR support

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Cultural Changes in System Cultural Changes in System ImplementationImplementation

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• “If change does not produce a notable resistance, then the change is probably not big [significant] enough”

• New IT always change life (at home/at work)• People should embrace (buy-in) the reason for

change• Any change should make people feel differently

(more important/valuable/ effective/efficient …)

Base System vs. CustomBase System vs. Custom

• System as-is vs. customized• Workflow Optimization: Gap Analysis to

identify required changes in workflows and prototype

• Customization requires time and resources.• Customization may have ripple effects on

other systems and interoperability.

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System FunctionSystem Function

• A task performed manually or automated• Must identify information pertinent to

completion of each function• Examples

– Order entry– Results reporting– Documentation

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System OutputSystem Output

• Material generated by the system• Examples

– Requisitions produced in other departments

– Reports– Diagnostic results– Work lists– Charges

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Required Output for Required Output for New SystemNew System

• Analyses of the current and desired workflows provide this information.

• Specifications must be agreed to, or “signed off” by, managers in the areas that will be impacted.

• Constant changes to specifications delay the project and increase costs.

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Test EnvironmentTest Environment

• System testing vs. integrated testing• Use a copy of the information system

software to make changes from the off-the-shelf version

• Programmed changes are tested to ensure that they work as designed

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Test PlanTest Plan

• Long-range goals (what for) and test items (what)

• Test Script provides a series of transactions from beginning to end for all associated functions

• Requires input and participation from users from all areas of the facility

• Evaluate actual vs. desired output

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Hardware RequirementsHardware Requirements

• Analysis of needs must be done early in the implementation phase

• Considerations– Network infrastructure– Types of workstations and mobile devices– Workstation locations– Hardware locations– Printer needs

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Network InfrastructureNetwork Infrastructure

• Should be determined early—later changes will increase costs– Network configuration requirements– Server specifications—memory,

processing power, consider future needs– Technical standards– Cabling and power– Wireless access

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Workstations and Mobile Workstations and Mobile DevicesDevices

• Advantages and disadvantages of each type of device.

• The number of devices needed.• Technology and support for access by

PDAs and handheld devices.• Where devices will be located.

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Procedures and Procedures and DocumentationDocumentation

• Determine how the system will be used before end user training starts.

• Evaluate/revise policies and procedures for system use and include in training.

• Develop user guides.• What to do in the case of planned and

unplanned system downtime

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System DocumentationSystem Documentation

• Develop a “dictionary of terms” and map terms from one system to another.

• Mapping terms across systems help to ensure high-quality data.

• Finalize pathways and screens before the test plan is written and training starts.

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User System TrainingUser System Training

• Do not start until changes are complete• Training environment—separate copy of

the information system software that works the same way as the actual system and is populated by fictitious clients

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Go-Live PlanningGo-Live Planning

• Go-live—system running and used to collect and process actual client data

• Implementation strategies / rollout —staggered/modular/all at once

• Conversion—bring in old data (backloaded)• Develop the support schedule• Develop evaluation procedures• Develop a procedure to request post go-live

changes

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Implementation PitfallsImplementation Pitfalls

• Underestimation of time and resources needed

• Ongoing addition of changes and more features (“scope creep” and “feature creep”)

• Failure to consider costs for annual maintenance and other expenses

• Problems with testing or training• Lack of system “ownership” by users

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MaintenanceMaintenance

• User support—resource staff available during go-live on units and via help desk at all times

• User feedback / requests for changes analyzed and appropriate changes made to identify problems

• Must apply updates to all three environments—testing, training, and production/live

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Technical MaintenanceTechnical Maintenance

• Problem solving and debugging• Backup supply of hardware• File backup procedures• Storage space• Interfaces with other current/new systems• System upgrade• Disaster recovery plan

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Return on Investment (ROI)Return on Investment (ROI)

• A system having poor performance, dated, outgrown should be replaced

• Financial justification for changes– Decrease in costs/expenses – Increase in profits/benefits (tangible vs.

intangibles)• Payback /break-even

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The Role of NursingThe Role of Nursing

• All users should have input into the systems that they use.

• Nurse informaticists provide “credibility” for information system projects.

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Nurse Informaticist Nurse Informaticist ResponsibilitiesResponsibilities

• The Chief Nursing Officer (CNO) must work with key figures to develop strategies to transform care, prioritize system design to maximize the value and benefits of a clinical information system, and reallocate time saved in documentation and other efficiencies to improve client care services.

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