Fulcrum Methods 2008


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  • January 3, 2008 ©2008 IT Optimizers®
  • Fulcrum Methods 2008

    1. 1. Fulcrum Methods is a proficiency development company focused on the health care industry. We license, implement and train on methodologies that manage information technology and change management initiatives.
    2. 2. Fulcrum in Action - Stanford <ul><li>Using Fulcrum PMO Method for implementing new PMO </li></ul><ul><li>Deploying System Lifecycle Methods to entire IT staff: </li></ul><ul><ul><li>Systems Implementation </li></ul></ul><ul><ul><li>Vendor Selection </li></ul></ul><ul><ul><li>Contract Guidelines </li></ul></ul><ul><li>Engaging Fulcrum Resources: </li></ul><ul><ul><li>To further customize processes and templates </li></ul></ul><ul><ul><li>To train staff on methods and processes </li></ul></ul><ul><ul><li>To build Stanford core competencies </li></ul></ul><ul><li>Using Project Management Collaboration (PMC) Platform: </li></ul><ul><ul><li>To manage entire portfolio of IT projects, including new enterprise-wide Clinical and Revenue Cycle Information Systems </li></ul></ul><ul><ul><li>Integrating with SharePoint, JIRA & Remedy applications </li></ul></ul><ul><li>Palo Alto, CA </li></ul><ul><li>Installed 2002 </li></ul><ul><li>100 Users: </li></ul><ul><li>1 hospital </li></ul><ul><li>6 Project Portfolios </li></ul><ul><li>100’s of projects </li></ul><ul><li>Automated Project Intake Process </li></ul><ul><li>Methods: </li></ul><ul><ul><li>Systems Implementation </li></ul></ul><ul><ul><li>Vendor Selection </li></ul></ul><ul><ul><li>Contract Guidelines </li></ul></ul><ul><ul><li>Program Management </li></ul></ul><ul><li>Enterprise-wide PMC Deployment </li></ul>
    3. 3. ©2008 Fulcrum Methods Confidential & Proprietary
    4. 4. <ul><li>“ Wherever I work in IT, I will use them (Fulcrum Methods). I will use them because they work so well. In the six years I have been here, we have planned and implemented 16 major installs and every one has made the budget and go-live of the original plan.” </li></ul><ul><li>Tim Tarnowski, CIO/Vice President </li></ul><ul><li>Columbus Regional Hospital </li></ul><ul><li>Columbus, IN </li></ul>
    5. 5. At Fulcrum Methods, we concentrate on effective execution of information technology and change management initiatives. Our approach delivers immediate value to health care organizations while developing sustained core competencies and proficiency.
    6. 6. Fulcrum in Action – John Muir Health <ul><li>Using Fulcrum System Lifecycle Methods as the foundation for creating their Project Management Methodology (PM 2 ) </li></ul><ul><li>Leading the PM 2 Design Advisory Committee to maintain and update the Methodology </li></ul><ul><li>Using Fulcrum PMC for managing major organizational initiatives including the conversion of hospital/clinical information systems </li></ul><ul><li>Using Project Management Collaboration (PMC) Platform: </li></ul><ul><ul><li>To manage major organizational initiatives including the conversion of hospital/clinical information systems </li></ul></ul><ul><ul><li>Integrated with JIRA application </li></ul></ul><ul><li>Using Fulcrum Long Range Planning Method to create, monitor, maintain and update Information Systems Strategic Plan </li></ul><ul><li>Walnut Creek, CA </li></ul><ul><li>Installed 2000 </li></ul><ul><li>150 Users: </li></ul><ul><li>3 hospitals, IPA, Health Plan, Medical Foundation </li></ul><ul><li>Methods: </li></ul><ul><ul><li>Long Range Planning </li></ul></ul><ul><ul><li>Vendor Selection </li></ul></ul><ul><ul><li>Process Optimization </li></ul></ul><ul><ul><li>Program Management </li></ul></ul><ul><ul><li>Contract Guidelines </li></ul></ul><ul><ul><li>Cost Benefit Analysis </li></ul></ul><ul><ul><li>Risk Management </li></ul></ul><ul><li>Program-specific PMC Deployment </li></ul>
    7. 7. <ul><li>“ Fulcrum VSM has helped us navigate through the complexities of our vendor selection and acquisition and guided us toward the product that best met our goals and needs. In the process, it educated our project team members on product capabilities, industry best practices and alternative implementation scenarios to maximize our benefits and limit our costs and risks.” </li></ul><ul><li>Katherine Sorenson, Vice President Practice Management </li></ul><ul><li>John Muir Physician Network </li></ul><ul><li>Walnut Creek, CA </li></ul>
    8. 8. We are a community of over 500 licensed Fulcrum Methods users, influencing 10,000 health care professionals who daily oversee thousands of complex initiatives, made simple.
    9. 9. Fulcrum in Action – Community Medical <ul><li>Utilized Fulcrum Vendor Selection Methodology to select replacement hospital, clinical and financial/revenue cycle information systems </li></ul><ul><ul><li>Used Fulcrum Cost Benefit Analysis tools to fully assess total cost of ownership for replacement system </li></ul></ul><ul><ul><li>Used Fulcrum Contracting Guidelines to assess and negotiate a fair and reasonable Information System contract </li></ul></ul><ul><li>Used Long Range Planning during three planning cycles for remediation, short term optimization and long term vision and solutions </li></ul><ul><li>Uses Services Pricing to evaluate IT chargeback service to a for-profit joint venture hospital </li></ul><ul><li>Fresno, CA </li></ul><ul><li>Installed 2002 </li></ul><ul><li>50 Users: </li></ul><ul><li>3 hospitals, IPA </li></ul><ul><li>Methods: </li></ul><ul><ul><li>Long Range Planning </li></ul></ul><ul><ul><li>Vendor Selection </li></ul></ul><ul><ul><li>Cost Benefit Analysis </li></ul></ul><ul><ul><li>Contracting Guidelines </li></ul></ul><ul><ul><li>Services Pricing </li></ul></ul><ul><ul><li>Deployed via SharePoint </li></ul></ul>
    10. 10. <ul><li>“ There is a lot being said about the need to get things done in information technology. Fulcrum is a tool that gets things done. It takes you from talk to action.” </li></ul><ul><li>  </li></ul><ul><li>Craig Castro, SVP/CIO, </li></ul><ul><li>Community Medical Centers </li></ul><ul><li>Fresno, CA </li></ul>
    11. 11. Fulcrum in Action – Lucile Packard <ul><li>Using Project Management Collaboration (PMC) Platform: </li></ul><ul><ul><li>To manage entire portfolio of IT programs and projects </li></ul></ul><ul><ul><li>To monitor and communicate status, issues, risks and change for all LPCH projects </li></ul></ul><ul><ul><li>For managing and maintaining the intake process for all new IT initiatives </li></ul></ul><ul><ul><li>To manage implementation of new enterprise-wide Clinical Information System </li></ul></ul><ul><ul><li>To provide Web-based updates to stakeholders and executives </li></ul></ul><ul><ul><li>To manage IT resource capacity and provide planning for future projects </li></ul></ul><ul><li>Palo Alto, CA </li></ul><ul><li>Installed 2002 </li></ul><ul><li>125 Users: </li></ul><ul><li>1 Hospital </li></ul><ul><li>Enterprise-wide PMC deployment </li></ul>
    12. 12. <ul><li>“ We have used Fulcrum for many projects and I have confidence that the results will consistently be high quality.” </li></ul><ul><li>   </li></ul><ul><li>Gayle Yeakle, CIO </li></ul><ul><li>Children’s Hospital and Health Center </li></ul><ul><li>San Diego, CA </li></ul>
    13. 13. Fulcrum Methods’ Clients
    14. 14. The Fulcrum Methods Program <ul><li>Change Management Methods </li></ul><ul><ul><li>Program Management </li></ul></ul><ul><ul><li>Planning </li></ul></ul><ul><ul><li>Process Optimization </li></ul></ul><ul><ul><li>Risk Management </li></ul></ul><ul><li>Information Technology Lifecycle Methods </li></ul><ul><ul><li>Project Management Office </li></ul></ul><ul><ul><li>Planning </li></ul></ul><ul><ul><li>Vendor Selection </li></ul></ul><ul><ul><li>Systems Implementation </li></ul></ul><ul><ul><li>Cost & Benefit Analysis </li></ul></ul>
    15. 15. The Fulcrum Methods Program <ul><li>Fulcrum Services </li></ul><ul><ul><li>Program Management Collaboration (PMC) Platform </li></ul></ul><ul><ul><li>Fulcrum Professional Resources </li></ul></ul><ul><ul><ul><li>Implementation </li></ul></ul></ul><ul><ul><ul><li>Training </li></ul></ul></ul><ul><ul><ul><li>Ongoing Support </li></ul></ul></ul><ul><ul><li>PMO Jumpstart Program </li></ul></ul><ul><ul><li>Fulcrum Community </li></ul></ul><ul><ul><ul><li>Steering Committee </li></ul></ul></ul><ul><ul><ul><li>User Group </li></ul></ul></ul><ul><ul><li>Fulcrum Certification Program (Under Development & Coming Soon!) </li></ul></ul>
    16. 16. What is a Fulcrum Method? <ul><li>METHODOLOGY — Hundreds of valuable, versatile documents, spreadsheets, presentations, diagrams, etc. that are customizable to your organization’s specific needs, including: </li></ul><ul><li>Work Plans The core of a Fulcrum Method, each work plan is subject matter specific and includes pre-established dependencies, durations, deliverables, resource estimates and quality control checkpoints. </li></ul><ul><li>Guidebooks Each Fulcrum Method comes with a Guidebook, a step-by-step “How To” manual, for completing individual work plan tasks. Steps also include detailed instructions for utilizing Fulcrum Method tools, sample deliverables and templates as well as useful tips for successful execution. </li></ul><ul><li>Sample Deliverables Documents, spreadsheets, presentations and database templates required for successful execution. Tools are included for governance, control, reporting, risk management, daily management and oversight. Sample deliverables include process charts, committee charters, analysis spreadsheets, request for proposals, final deliverables, design and testing forms, and issue tracking logs. </li></ul><ul><li>Training Materials Extensive training materials designed for quickly mastering the Fulcrum Methods. </li></ul>