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Getting
       aged care IT projects
            to succeed

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

Victor Konijn             ITAC09 conference
Managing Director                   Sydney
Plutonic Zoo Pty Ltd   Thursday 21 May 2009
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



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

               Two paradigms collaborating

             Aged Care                                                  IT
        Compassionate                                             Rational
                   Service                                       Products
       Strict regulation                                         Creative
    Diverse IT literacy                                            Logical


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                                      Project
                   Escalations                          Unresolved issues
         Legal interventions                            Unrealised benefits
                  Settlements                           Resources wasted
                                                            Try again


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




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

     Practical services                                      Service values
            Technical                                             Impartial
           Commercial                                            Resourceful
           Management                                            Perceptive
          Communication

                                         Project passions
                                                  Align
                                               Collaborate
                                                Leverage

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



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



ITAC09 Sydney, 21 May 2009    Getting aged care IT projects to succeed   © Plutonic Zoo Pty Ltd 2001/09
Case study 1: methodology




 Fact finding                              Scoping                      Resolving




ITAC09 Sydney, 21 May 2009   Getting aged care IT projects to succeed   © Plutonic Zoo Pty Ltd 2001/09
Case study 1: methodology

          Fact finding – Scoping – Resolving


                                  Project history
                  Vendor project personnel changes
                  Weak requirements reconciliation
                   Complex awards not understood
                  Vendor budget overrun → squeeze
                   Excessive manual workarounds


ITAC09 Sydney, 21 May 2009   Getting aged care IT projects to succeed   © Plutonic Zoo Pty Ltd 2001/09
Case study 1: methodology

          Fact finding – Scoping – Resolving


                             Plutonic Zoo actions
             Separate discussions with both parties
                Examine implemented system

         Validate perspectives against contract
       Compare implementation with specifications

ITAC09 Sydney, 21 May 2009   Getting aged care IT projects to succeed   © Plutonic Zoo Pty Ltd 2001/09
Case study 1: methodology

           Fact finding – Scoping – Resolving


                Frame ALL issues from BOTH parties

             Separate contracted from “new” needs

                             Categorise project issues



ITAC09 Sydney, 21 May 2009   Getting aged care IT projects to succeed   © Plutonic Zoo Pty Ltd 2001/09
Case study 1: methodology

          Fact finding – Scoping – Resolving

       Working groups with Plutonic Zoo facilitator
              Resolve one issue at a time
        Plutonic Zoo adds expertise as required
          Steering group manages escalations

                        Negotiations -> Collaboration



ITAC09 Sydney, 21 May 2009   Getting aged care IT projects to succeed   © Plutonic Zoo Pty Ltd 2001/09
Case study 1: outcome

                                  Empty issue list
                   Substantial rework of rules base
                                Reimplementation
                             Commercial settlement
         Agreed future conflict resolution process


                                Working system
                                  Happy staff
                              Normal working hours
ITAC09 Sydney, 21 May 2009   Getting aged care IT projects to succeed   © Plutonic Zoo Pty Ltd 2001/09
Case study 1: outcome




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




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




ITAC09 Sydney, 21 May 2009   Getting aged care IT projects to succeed   © Plutonic Zoo Pty Ltd 2001/09
Case study 2: start situation


           Existing Accounting+Purchasing System

                Technical issues escalated to C-level

            Parties not interested in joint resolution

         Plutonic Zoo appointed as project director



ITAC09 Sydney, 21 May 2009   Getting aged care IT projects to succeed   © Plutonic Zoo Pty Ltd 2001/09
Case study 2: methodology

          Fact finding – Scoping – Resolving

                                   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

ITAC09 Sydney, 21 May 2009   Getting aged care IT projects to succeed   © Plutonic Zoo Pty Ltd 2001/09
Case study 2: methodology

          Fact finding – Scoping – Resolving

                             Plutonic Zoo findings
           Overseas vendor - limited local influence
                               Poor implementation
                    Substantive manual workarounds
                      Lack of trust in financial figures



ITAC09 Sydney, 21 May 2009   Getting aged care IT projects to succeed   © Plutonic Zoo Pty Ltd 2001/09
Case study 2: methodology

           Fact finding – Scoping – Resolving


                   Focus on INDIVIDUAL perceptions


                             Convoluted technical issues


                               Communication issues


ITAC09 Sydney, 21 May 2009     Getting aged care IT projects to succeed   © Plutonic Zoo Pty Ltd 2001/09
Case study 2: methodology

         Fact finding – Scoping – Resolving?


          Repair chemistry: replace contact people
                Reinstall and reconfigure the system
                   Professional user testing planning
                               “New” requirements



ITAC09 Sydney, 21 May 2009   Getting aged care IT projects to succeed   © Plutonic Zoo Pty Ltd 2001/09
Case study 2: outcome1


                  Joint understanding of client needs

           Joint conclusion vendor could not satisfy

                      Decision to look for alternatives

                     Ongoing interim vendor support

                             Commercial arrangement


ITAC09 Sydney, 21 May 2009   Getting aged care IT projects to succeed   © Plutonic Zoo Pty Ltd 2001/09
Case study 2: methodology

        Fact finding – Scoping – Resolving2


        Professional business requirement analysis
                              Impartial product search
                   Professional closed tender process
                                 Open communication
                             Self de-selection of vendors


ITAC09 Sydney, 21 May 2009     Getting aged care IT projects to succeed   © Plutonic Zoo Pty Ltd 2001/09
Case study 2: outcome

                             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

ITAC09 Sydney, 21 May 2009     Getting aged care IT projects to succeed   © Plutonic Zoo Pty Ltd 2001/09
Case study 2: outcome




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


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




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




      1. Beware of ‘best practice’:
         value comes from alignment to needs;
         only what is being used adds value
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


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


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


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


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


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

ITAC09 Sydney, 21 May 2009   Getting aged care IT projects to succeed   © Plutonic Zoo Pty Ltd 2001/09
Victor Konijn
+61 2 9401 5516
victor.konijn@plutoniczoo.com.au
www.plutoniczoo.com.au

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Getting IT projects to succeed

  • 1. Getting aged care IT projects to succeed Victor Konijn ITAC09 conference Managing Director Sydney Plutonic Zoo Pty Ltd Thursday 21 May 2009
  • 2. Getting aged care IT projects to succeed the first time Victor Konijn ITAC09 conference Managing Director Sydney Plutonic Zoo Pty Ltd Thursday 21 May 2009
  • 3. 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 ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 4. The project scene Two paradigms collaborating Aged Care IT Compassionate Rational Service Products Strict regulation Creative Diverse IT literacy Logical ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 5. The project scene People Misunderstandings Strained relationships Project Escalations Unresolved issues Legal interventions Unrealised benefits Settlements Resources wasted Try again ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 6. The project scene Common objectives Issues perspectives Bridge differences ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 7. The project scene Practical services Service values Technical Impartial Commercial Resourceful Management Perceptive Communication Project passions Align Collaborate Leverage ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 8. 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 ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 9. 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 ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 10. Case study 1: methodology Fact finding Scoping Resolving ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 11. Case study 1: methodology Fact finding – Scoping – Resolving Project history Vendor project personnel changes Weak requirements reconciliation Complex awards not understood Vendor budget overrun → squeeze Excessive manual workarounds ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 12. Case study 1: methodology Fact finding – Scoping – Resolving Plutonic Zoo actions Separate discussions with both parties Examine implemented system Validate perspectives against contract Compare implementation with specifications ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 13. Case study 1: methodology Fact finding – Scoping – Resolving Frame ALL issues from BOTH parties Separate contracted from “new” needs Categorise project issues ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 14. Case study 1: methodology Fact finding – Scoping – Resolving Working groups with Plutonic Zoo facilitator Resolve one issue at a time Plutonic Zoo adds expertise as required Steering group manages escalations Negotiations -> Collaboration ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 15. Case study 1: outcome Empty issue list Substantial rework of rules base Reimplementation Commercial settlement Agreed future conflict resolution process Working system Happy staff Normal working hours ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 16. Case study 1: outcome ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 17. Case study 1: conclusions Consider yourself part of the problem Common sense is not common Expressing BAU needs is an expert job ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 18. 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 ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 19. Case study 2: start situation Existing Accounting+Purchasing System Technical issues escalated to C-level Parties not interested in joint resolution Plutonic Zoo appointed as project director ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 20. Case study 2: methodology Fact finding – Scoping – Resolving 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 ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 21. Case study 2: methodology Fact finding – Scoping – Resolving Plutonic Zoo findings Overseas vendor - limited local influence Poor implementation Substantive manual workarounds Lack of trust in financial figures ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 22. Case study 2: methodology Fact finding – Scoping – Resolving Focus on INDIVIDUAL perceptions Convoluted technical issues Communication issues ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 23. Case study 2: methodology Fact finding – Scoping – Resolving? Repair chemistry: replace contact people Reinstall and reconfigure the system Professional user testing planning “New” requirements ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 24. Case study 2: outcome1 Joint understanding of client needs Joint conclusion vendor could not satisfy Decision to look for alternatives Ongoing interim vendor support Commercial arrangement ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 25. Case study 2: methodology Fact finding – Scoping – Resolving2 Professional business requirement analysis Impartial product search Professional closed tender process Open communication Self de-selection of vendors ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 26. Case study 2: outcome 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 ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 27. Case study 2: outcome ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 28. Case study 2: conclusions Avoid bottomless pits Work towards team consensus (management, users, IT, vendor) Plan early for project effort Details can become showstoppers ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 29. 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 ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 30. Lessons learned 1. Beware of ‘best practice’: value comes from alignment to needs; only what is being used adds value ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 31. Lessons learned 2. Requirements need to be complete ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 32. Lessons learned 3. Understand the relevance of questions; know your own presumptions ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 33. Lessons learned 4. Be creative: distinguish means from goals ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 34. Lessons learned 5. Avoid email for controversial information ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 35. Lessons learned 6. Asking for help is a sign of strength ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 36. Lessons learned 7. Conflicts are helpful when a win/win results ITAC09 Sydney, 21 May 2009 Getting aged care IT projects to succeed © Plutonic Zoo Pty Ltd 2001/09
  • 37. Victor Konijn +61 2 9401 5516 victor.konijn@plutoniczoo.com.au www.plutoniczoo.com.au