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Strategically Implementing Technology         in Your Organization   Step 2: Prioritization & Planning             Greg We...
   Incorporated Prompting Software in1995   Software Development and Collaboration    ◦ CIS – CaseTrakker and SmartView ...
   People are living longer   Care is becoming increasingly complex   Caregivers need more information   Workforce Cri...
   Plan for the Future   Stagnant Rates and Resources   Regulatory Changes   Services/Supports Must be More Efficient...
   Improve Individual Services/Supports    ◦ Assess Service/Support Needs    ◦ Facilitate Communication/Involvement      ...
   Engage in Research and Development    ◦ Design/Develop New Products    ◦ Demonstrate Success/Failure   Create New Ser...
Enterprise               Applications                Smart               Supports Consumer                               R...
   Remote Monitoring Applications    ◦ 3rd Party Monitoring Services    ◦ In-House Monitoring   Enterprise Applications ...
   Education - √    ◦ Applications - √    ◦ Benefits of Technology - √   Prioritization    ◦ Analyze “pain” points    ◦ ...
   Prioritization    ◦ Analyze “pain” points        Technology Surveys           • Internal and Company wide    ◦ Greate...
   Survey of Current Infrastructure    ◦ Hardware    ◦ Software    ◦ Connectivity, Internal and External   Existing Func...
   Analyze workflow    ◦ Flowcharts      Information Bottlenecks      Geographic area   Assess Risk    ◦ Health and Sa...
Enterprise               Applications                Smart               Supports Consumer                               R...
   Enterprise Integration Group        o   Representative of Organization        o   Serves as Project Management Team   ...
© Imagine! SmartSupports Consulting Services
   Improve Learning/Independence   Improve Organizational Management   Enhance Direct Support Interactions   Automate ...
Enterprise                                                Apps                                                 Sweet Goal...
   Goals and Objectives                             Enterprise                                                       Apps...
© Imagine! SmartSupports Consulting Services
Enterprise                                                    Apps   Budget     o Financial Commitment &                 ...
   Incorporating Areas of Technology?    ◦ Culture Shock        ◦ Organizational control    ◦ Staff Capacity         Tra...
 Data Tracking Methodologies Job Expectations & Job Descriptions Staff Training / Staff Training / Staff  Training Bud...
   Identify - ”low hanging fruit”   Design for Replication   Design for Scale   Supportive Corporate Structure   Seek...
   Incorporating Consumer Technologies    ◦ Technology Screening    ◦ Individual Technology Plan       Part of Individua...
 Forces you to determine the future of  the company in terms of measurable  results. Ensures the company maintains a  st...
 Guides effective decision-making and  validates allocation of time for  managers and employees. Allows you to anticipat...
   Greg Wellems - gwellems@imaginecolorado.org   Kevin Harding - kharding@imaginecolorado.org   Sterling Wind - swind@i...
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Strategically Implementing Technology in Your Organization - Step 2: Prioritization & Planning

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Imagine! SmartHome staffers Kevin Harding, Greg Wellems, and Sterling Wind are presenting a series of webinars for members of The American Network of Community Options and Resources (ANCOR). This is the slideshow from their second webinar: Strategically Implementing Technology in Your Organization - Step 2: Prioritization & Planning.

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

  1. 1. Strategically Implementing Technology in Your Organization Step 2: Prioritization & Planning Greg Wellems, Sterling Wind & Kevin Harding Imagine!
  2. 2.  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
  3. 3.  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 © Imagine! SmartSupports Consulting Services
  4. 4.  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 © Imagine! SmartSupports Consulting Services
  5. 5.  Improve Individual Services/Supports ◦ Assess Service/Support Needs ◦ Facilitate Communication/Involvement Families ◦ TeleHealth/Education Improve Organizational Efficiency ◦ Coordinate Information ◦ Assess/Evaluate Performance © Imagine! SmartSupports Consulting Services
  6. 6.  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 © Imagine! SmartSupports Consulting Services
  7. 7. Enterprise Applications Smart Supports Consumer Remote Assistive MonitoringTechnologies
  8. 8.  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 © Imagine! SmartSupports Consulting Services
  9. 9.  Education - √ ◦ Applications - √ ◦ Benefits of Technology - √ Prioritization ◦ Analyze “pain” points ◦ Greatest Impact Planning ◦ Impacts on the Organization Implementation ◦ Project Management (DIGs) Maintenance and Support © Imagine! SmartSupports Consulting Services
  10. 10.  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 © Imagine! SmartSupports Consulting Services
  11. 11.  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” © Imagine! SmartSupports Consulting Services
  12. 12.  Analyze workflow ◦ Flowcharts  Information Bottlenecks  Geographic area Assess Risk ◦ Health and Safety ◦ Medical Monitoring Regulatory Requirements  Reporting  Staff Training © Imagine! SmartSupports Consulting Services
  13. 13. Enterprise Applications Smart Supports Consumer Remote Assistive MonitoringTechnologies
  14. 14.  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 © Imagine! SmartSupports Consulting Services
  15. 15. © Imagine! SmartSupports Consulting Services
  16. 16.  Improve Learning/Independence Improve Organizational Management Enhance Direct Support Interactions Automate Notification and Prompting Improve Health/Wellness Increase Stakeholder Involvement Support Individual Actions Transparency © Imagine! SmartSupports Consulting Services
  17. 17. Enterprise Apps Sweet Goals and Objectives Spot Responsibilities Consumer Remote AT Monitoring Budget Organizational Structure & Process © Imagine! SmartSupports Consulting Services
  18. 18.  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? © Imagine! SmartSupports Consulting Services
  19. 19. © Imagine! SmartSupports Consulting Services
  20. 20. Enterprise Apps Budget o Financial Commitment & Sweet Spot Strategy Consumer AT Remote Monitoring Organizational Structure & Process o Capacity (Organization, Board, Department & Staff) © Imagine! SmartSupports Consulting Services
  21. 21.  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) © Imagine! SmartSupports Consulting Services
  22. 22.  Data Tracking Methodologies Job Expectations & Job Descriptions Staff Training / Staff Training / Staff Training Budget Feedback Process © Imagine! SmartSupports Consulting Services
  23. 23.  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 © Imagine! SmartSupports Consulting Services
  24. 24.  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 © Imagine! SmartSupports Consulting Services
  25. 25.  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. © Imagine! SmartSupports Consulting Services
  26. 26.  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. © Imagine! SmartSupports Consulting Services
  27. 27.  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/

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