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David Smith
Sr. Manager – Knowledge Management
PATH/GabeBienczycki
March 4, 2020
Enabling Vaccine Development Agile
Teams through Information
Architecture
Photos:PATH/AaronJoelSantos,
PATH/GabeBienczycki,PATH/GabeBienczycki
Accelerating health equality | An introduction to PATH's work
Optional footer text (program team name, etc.)2
3
Accelerating health equality | An introduction to PATH's work
Optional footer text (program team name, etc.)3
Accelerating health equality | An introduction to PATH's work
Optional footer text (program team name, etc.)4
Photo:PATH/AaronJoelSantos
Accelerating health equality | An introduction to PATH's work
Optional footer text (program team name, etc.)5
Problem
Statement
Center for Vaccine Innovation and Access (CVIA) created to more
nimbly create teams and respond to urgent needs.
How can we create a consistent document architecture to enable teams
to move quickly from project to project?
• Merged dozens of independently managed project.
• No standardized technologies (i.e. MSFS, SharePoint and Box all in use).
• No standard taxonomy; competing structures.
• No training; general perception that projects were too different to standardize.
• Several failed attempts in the past 4 years; perception that this was too labor
some.
• Matrixed project teams have limited time and attention.
PATH-branded PowerPoint template | Section example B
PATH Communications6
Goals
Implement a common document management system logical,
consistent, and sustainable for all CVIA projects.
• Enable staff to quickly orient themselves as they switch
projects.
• Mitigate risk to losing key information through obscurity.
• Enable subject matter experts to manage their own work
products.
• Reduce time spent creating new solutions.
PATH-branded PowerPoint template | Section example B
PATH Communications7
Change Management
Taxonomy Development
Automate Migration
1
2
3
Taxonomy Development
PATH-branded PowerPoint template | Section example B
PATH Communications9
1. Compare and consolidate existing structures.
2. Use system reporting to develop document inventory across all projects.
3. Drive decisions using card sort tool (provenbyusers.com).
Drive Taxonomy Develops with Card Sorting
Automate the Migration
L: Drive
Box
SharePoint
Team Maps
Documents
(Smartsheet)
Merge/Clean
In Power Query
Separate
And QC in
Power Query
Upload Map
to Cloud
FastPath (CFP)
Copy
Documents Box Box
Cloud FASTPATH
Change Management
PATH-branded PowerPoint template | Section example B
PATH Communications13
1. Align Sponsor and change agents.
2. Use the team for only the necessary (training and QC).
3. Leverage administrative teams for the bulk of mapping.
4. Standardize a simplified process and deviate to shorten the timeline.
5. Continually ask how we can make it easier.
6. Make progress visible for stakeholders and sponsors.
Preliminary Lessons Learned
PATH-branded PowerPoint template | Section example B
PATH Communications15
1. If possible, modify existing taxonomies instead of creating from scratch.
2. Automate where possible (power query, FTP, cloud spreadsheets).
3. Leverage a change management framework.
For more
information
contact:
David Smith
dsmith@path.org
KM SHOWCASE 2020 - "Enabling Vaccine Development Agile Teams through Information Architecture" - David Smith

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KM SHOWCASE 2020 - "Enabling Vaccine Development Agile Teams through Information Architecture" - David Smith

  • 1. 3.71” h 3.2” w David Smith Sr. Manager – Knowledge Management PATH/GabeBienczycki March 4, 2020 Enabling Vaccine Development Agile Teams through Information Architecture
  • 2. Photos:PATH/AaronJoelSantos, PATH/GabeBienczycki,PATH/GabeBienczycki Accelerating health equality | An introduction to PATH's work Optional footer text (program team name, etc.)2
  • 3. 3 Accelerating health equality | An introduction to PATH's work Optional footer text (program team name, etc.)3
  • 4. Accelerating health equality | An introduction to PATH's work Optional footer text (program team name, etc.)4
  • 5. Photo:PATH/AaronJoelSantos Accelerating health equality | An introduction to PATH's work Optional footer text (program team name, etc.)5
  • 6. Problem Statement Center for Vaccine Innovation and Access (CVIA) created to more nimbly create teams and respond to urgent needs. How can we create a consistent document architecture to enable teams to move quickly from project to project? • Merged dozens of independently managed project. • No standardized technologies (i.e. MSFS, SharePoint and Box all in use). • No standard taxonomy; competing structures. • No training; general perception that projects were too different to standardize. • Several failed attempts in the past 4 years; perception that this was too labor some. • Matrixed project teams have limited time and attention. PATH-branded PowerPoint template | Section example B PATH Communications6
  • 7. Goals Implement a common document management system logical, consistent, and sustainable for all CVIA projects. • Enable staff to quickly orient themselves as they switch projects. • Mitigate risk to losing key information through obscurity. • Enable subject matter experts to manage their own work products. • Reduce time spent creating new solutions. PATH-branded PowerPoint template | Section example B PATH Communications7
  • 9. Taxonomy Development PATH-branded PowerPoint template | Section example B PATH Communications9 1. Compare and consolidate existing structures. 2. Use system reporting to develop document inventory across all projects. 3. Drive decisions using card sort tool (provenbyusers.com).
  • 10. Drive Taxonomy Develops with Card Sorting
  • 11. Automate the Migration L: Drive Box SharePoint Team Maps Documents (Smartsheet) Merge/Clean In Power Query Separate And QC in Power Query Upload Map to Cloud FastPath (CFP) Copy Documents Box Box
  • 13. Change Management PATH-branded PowerPoint template | Section example B PATH Communications13 1. Align Sponsor and change agents. 2. Use the team for only the necessary (training and QC). 3. Leverage administrative teams for the bulk of mapping. 4. Standardize a simplified process and deviate to shorten the timeline. 5. Continually ask how we can make it easier. 6. Make progress visible for stakeholders and sponsors.
  • 14.
  • 15. Preliminary Lessons Learned PATH-branded PowerPoint template | Section example B PATH Communications15 1. If possible, modify existing taxonomies instead of creating from scratch. 2. Automate where possible (power query, FTP, cloud spreadsheets). 3. Leverage a change management framework.

Editor's Notes

  1. SLIDE 1 Please note that most of the slides are not editable. This is to ensure consistency in the way everyone introduces PATH. You can edit the title slide, contact slide, "PATH in action" case studies slide, and the logo quilt to tailor the deck to your audience.   [SUGGESTED TALKING POINTS] Hello, everyone. My name is [FIRST AND LAST NAME]. I am a [JOB TITLE] on PATH’s [TEAM NAME], which focuses on [PURPOSE OF TEAM]. I want to spend a little time today telling you about PATH, who we are, and what we do.
  2. SLIDE 2 [SUGGESTED TALKING POINTS] At our core, we believe that better health moves humanity forward. When people are healthy, they can work, go to school, focus on the future, and build better, more prosperous lives. That’s why we focus on solving the world’s most pressing health challenges.
  3. SLIDE 4 [SUGGESTED TALKING POINTS] The scope of our work is vast, and our team is large, because the problems we’re addressing are huge and complex. For example, helping all children get the vaccines they need to grow up healthy is an audacious goal and requires global coordination and partnership. NOTE: Speaker can replace example from their area of expertise. We need to understand the contexts in which we work in order to make an impact. That’s why 58% of our team is based outside of the United States and 93% of our team members are from the countries where we work.
  4. SLIDE 7 [SUGGESTED TALKING POINTS] We accomplish our goals by specializing in five areas: Vaccines—We bring together public- and private-sector partners to accelerate vaccines through every stage of development—from discovery to delivery—so that they reach the people who need them. Diagnostics—We create affordable, portable, easy-to-use diagnostics to obtain fast, accurate results so that patients can get the right care at the right time. Drugs—We invent and advance affordable and effective medicines to treat or prevent diseases that disproportionately affect the most vulnerable people in the world, such as HIV, malaria, and diarrheal diseases. Devices—We distill cutting-edge medical technologies down to their essence, then re-engineer them as affordable, reliable, and easy-to-use tools to work in areas with low resources, no power, or where skilled health workers are few and far between. Health systems—All of these tools and solutions are only as effective as the health systems in which they’re used. That’s why we innovate to strengthen sustainable health systems to ensure all people and communities can access and use high-quality, responsive services at all stages of life, where and when they need them. 
  5. SLIDE 8 [SUGGESTED TALKING POINTS] We leverage innovation to accelerate progress and we build capacity within affected regions in order to achieve sustained, large-scale impact.