plutonic zoo case study aged care

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ITAC09 conference Sydney Thursday 21 May 2009 Getting aged care IT projects to succeed Victor Konijn Managing Director Plutonic Zoo Pty Ltd

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Plutonic Zoo Managing Director, Victor Konijn, presented this topic at the ITAC09 conference on 21st May 2009. The presentation includes two case studies to illustrate key elements we have found that are necessary to ensure that IT projects are successful.

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Page 1: Plutonic Zoo Case Study Aged Care

ITAC09 conference

Sydney

Thursday 21 May 2009

Getting

aged care IT projects

to succeed

Victor Konijn

Managing Director

Plutonic Zoo Pty Ltd

Page 2: Plutonic Zoo Case Study Aged Care

ITAC09 conference

Sydney

Thursday 21 May 2009

Getting

aged care IT projects

to succeed the first time

Victor Konijn

Managing Director

Plutonic Zoo Pty Ltd

Page 3: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Getting aged care IT projects to succeed

• The project scene

• Case study 1: Considering legal action

• Case study 2: Changing IT system/vendor

• Lessons learned

Page 4: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

IT

Rational

Products

Creative

Logical

The project scene

Aged Care

Compassionate

Service

Strict regulation

Diverse IT literacy

Two paradigms collaborating

Page 5: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

The project scene

People

Misunderstandings

Strained relationships

Escalations

Legal interventions

Settlements

Project

Unresolved issues

Unrealised benefits

Resources wasted

Try again

Page 6: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

The project scene

Common objectives

Issues perspectives

Bridge differences

Page 7: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Service values

Impartial

Resourceful

Perceptive

Project passions

Align

Collaborate

Leverage

Practical services

Technical

Commercial

Management

Communication

The project scene

Page 8: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

• The project scene

• Case study 1: Considering legal action

• Case study 2: Changing IT system/vendor

• Lessons learned

Getting aged care IT projects to succeed

Page 9: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Case study 1: start situation

Payroll and rostering project

Staff resigning, high overtime costs

Project issues escalated to client lawyers

Plutonic Zoo appointed as impartial arbitrator

Page 10: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Fact finding Scoping Resolving

Case study 1: methodology

Page 11: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Fact finding – Scoping – Resolving

Project history

Vendor project personnel changes

Weak requirements reconciliation

Complex awards not understood

Vendor budget overrun → squeeze

Excessive manual workarounds

Case study 1: methodology

Page 12: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Plutonic Zoo actions

Separate discussions with both parties

Examine implemented system

Validate perspectives against contract

Compare implementation with specifications

Fact finding – Scoping – Resolving

Case study 1: methodology

Page 13: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Frame ALL issues from BOTH parties

Separate contracted from “new” needs

Categorise project issues

Fact finding – Scoping – Resolving

Case study 1: methodology

Page 14: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Working groups with Plutonic Zoo facilitator

Resolve one issue at a time

Plutonic Zoo adds expertise as required

Steering group manages escalations

Negotiations -> Collaboration

Fact finding – Scoping – Resolving

Case study 1: methodology

Page 15: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Working system

Happy staff

Normal working hours

Empty issue list

Substantial rework of rules base

Reimplementation

Commercial settlement

Agreed future conflict resolution process

Case study 1: outcome

Page 16: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Case study 1: outcome

Page 17: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Case study 1: conclusions

Consider yourself part of the problem

Common sense is not common

Expressing BAU needs is an expert job

Page 18: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

• The project scene

• Case study 1: Considering legal action

• Case study 2: Changing IT system/vendor

• Lessons learned

Getting aged care IT projects to succeed

Page 19: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Existing Accounting+Purchasing System

Technical issues escalated to C-level

Parties not interested in joint resolution

Plutonic Zoo appointed as project director

Case study 2: start situation

Page 20: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Project history

No documented business requirements

No auditable vendor selection process

Several contract versions, nothing final or signed

Lack of trust in the vendor’s capabilities

Solving project issues a priority

Fact finding – Scoping – Resolving

Case study 2: methodology

Page 21: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Plutonic Zoo findings

Overseas vendor - limited local influence

Poor implementation

Substantive manual workarounds

Lack of trust in financial figures

Fact finding – Scoping – Resolving

Case study 2: methodology

Page 22: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Focus on INDIVIDUAL perceptions

Convoluted technical issues

Communication issues

Fact finding – Scoping – Resolving

Case study 2: methodology

Page 23: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Repair chemistry: replace contact people

Reinstall and reconfigure the system

Professional user testing planning

“New” requirements

Fact finding – Scoping – Resolving?

Case study 2: methodology

Page 24: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Joint understanding of client needs

Joint conclusion vendor could not satisfy

Decision to look for alternatives

Ongoing interim vendor support

Commercial arrangement

Case study 2: outcome1

Page 25: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Professional business requirement analysis

Impartial product search

Professional closed tender process

Open communication

Self de-selection of vendors

Fact finding – Scoping – Resolving2

Case study 2: methodology

Page 26: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Unanimous vendor selection

Expectations included in practical contract

Full time implementation project manager

Early resolution of project issues

Functionality prioritised above time/budget

Delayed but successful go-live

Case study 2: outcome

Page 27: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Case study 2: outcome

Page 28: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Case study 2: conclusions

Avoid bottomless pits

Work towards team consensus

(management, users, IT, vendor)

Plan early for project effort

Details can become showstoppers

Page 29: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

• The project scene

• Case study 1: Considering legal action

• Case study 2: Changing IT system/vendor

• Lessons learned

Getting aged care IT projects to succeed

Page 30: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Lessons learned

- Value comes from alignment to your needs;

- Only what is being used adds value

1. Qualify ‘industry best practice’:

Page 31: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Lessons learned

2. Requirements need to be complete

Page 32: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Lessons learned

3. Understand the relevance of questions;

know your own presumptions

Page 33: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Lessons learned

4. Be creative: distinguish means from goals

Page 34: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Lessons learned

5. Avoid email for controversial information

Page 35: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Lessons learned

6. Asking for help is a sign of strength

Page 36: Plutonic Zoo Case Study Aged Care

ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09

Lessons learned

7. Conflicts are helpful

when a win/win results

Page 37: Plutonic Zoo Case Study Aged Care

Victor Konijn+61 2 9401 [email protected]