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Enabling Executive
 Strategy Through
Solution Adoption
InterSystems Approach to Establishing
    “Vision to Value” for Customers

     Matthew Nee &
    Michael Rosenblum
Enabling Business Transformation
                                                                Act



                                             Understand

                           Share                                            Notifications & alerts
         Capture
                                                                   Population dashboards
                                                          EMR integration
System and Device Interoperability
                                      Engaged and Connected Stakeholders
                      Patient-centric View
          Updated Platform Infrastructure
Enabling Business Transformation


                             Planned Projects


                                Vision
 System and Device Interoperability                           HIE Exchange

Project Implementation   Adoption                  Project               Adoption
                                                   Implementation




                                                Outlier Projects

                                                              Adoption
                                    Project Implementation
MemorialCare Health System

• Six Hospitals
  – Mixture of Epic, MedSeries4 with multiple Imaging and Lab
    systems
  – 195 Providers
    MemorialCare Medical Center
  – Including acquisitions like Nautilus Healthcare Management
    Group
    Miller Children’s Hospital

    Lab Services
    MemorialCare Health Express

    MemorialCare Medical Group
Business Challenges
• Strategic Interoperability
• Engaging Providers and Patients
• Revenue Protection and Growth (ACO’s)
• People and Culture
   Multiple IT shops across enterprise
   Redefining of roles and training
   Different Best Practice methodology
MemorialCare Health Systems Vision
        MHS Health Information Exchange




                       HIEs




                                     MHS Hospital
   Provider
 Groups/IPA’s
                   HealthShare         Systems


                      Services
                       Services

                    Registries & &
                     Registries
                    Repositories
                     Repositories
                                                     Fast, flexible, robust platform that scales to meet
                                                      evolving requirements

 Laboratories                                        Supports wide array of functionality and
 Radiology                           Independent
                                       External       interoperability standards including Direct,
                                        EMRs
                                                      PIX/PDQ, XDS, XUA, NwHIN (XCPD, XCA)

                     External                        Experienced development and implementation /
                     Hospital
                     Systems                          support teams deliver high quality results
      Payers
What’s Next for MemorialCare
• HealthShare Patient Index (HSPI)
• Provider management and indexing
• Data Analytics (DeepSee, Active Analytics ?)
• Transitioning Medical Group to Epic
    Data migration
    HealthShare CCD for historical information

• Patient Portal Integration
• Continued support of system
  consolidation
“Vision to Value” Overview

      InterSystems approach to establishing
         “Vision-to-Value ” for Customers
                                     TM
                                     TM

   •Many companies acquire technologies to solve a discrete set of
   •Many companies acquire technologies to solve a discrete set of
   problems that are initially tied to some overriding strategic vision.
   problems that are initially tied to some overriding strategic vision.
   •The challenge for most individuals is figuring out how to
   •The challenge for most individuals is figuring out how to
   dynamically add value that is relevant beyond these first projects
   dynamically add value that is relevant beyond these first projects
   that maps with broader long-term executive visions and
   that maps with broader long-term executive visions and
   strategies.
   strategies.
   •Accomplishing this can occur by developing an executive-level
   •Accomplishing this can occur by developing an executive-level
   "Vision-to-ValueTM"" roadmap with the purpose of driving all
   "Vision-to-ValueTM roadmap with the purpose of driving all
   projects to be supportive of their long term strategy as well as
   projects to be supportive of their long term strategy as well as
   expanding solution adoption and value for the customer.
   expanding solution adoption and value for the customer.
Vision to Value

 • “Vision is the art of seeing the invisible.“
                                               Jonathan Swift
     Memorializing in a document defining the customer
      Vision/Strategy/Roadmap/Projects



 • “Value is relative worth, merit, or importance.”
                                                           Oxford
     A document that manages, monitors and measures the value received
      across the spectrum of projects implemented.
Vision to Value Through Thought Leadership

• Michael Rosenblum
   Clinical Executive – Vision Strategy
   Clinical and operational background in…
      o Acute care, long-term care, health information
        management, PBM, and payer environments

• Thought Leadership
  “Customers need breakthroughs, but they have little/ no experience buying/
  implementing breakthrough solutions; they want, need and expect help”
  “Executives welcome leadership far more than mid-level and lower-level staff”
      o Executive-level engagement
  Market Leaders are Thought Leaders
      o Thought Leaders – “problem-centric”, not “product-centric”
InterSystems – Drive Continual Adoption

          InterSystems HealthShare is a strategic
            healthcare informatics platform that
           delivers value at every step along the                  Value
               journey of providing better care                  Continuum

                                     The Active Dimension
                                         of Analytics


                     Coordinating Community
                          Engagement                             ACT
     Strategic
  Interoperability
                                                    UNDERSTAND
                              SHARE
    CAPTURE                                                 BREAKTHROUGH
                                                              DIMENSION
Information Technology Challenges


                Even comprehensive “systems” don’t do it all


                     Multiple important and urgent projects



                     System transitions, consolidations, upgrades



                 “Big” data and the need to report, measure, use it
InterSystems: Solving Problems

    Strategic Interoperability
     Strategic Interoperability       Coordinating Community Engagement
                                       Coordinating Community Engagement     Active Dimension of Analytics
                                                                              Active Dimension of Analytics

                                           Clinical/safety implications     Regulatory,
                       ns                                                                 political impli
         c im plicatio                                                                                   cations
Ec onomi
                                    Clinical                           Preventable
                                  Integration                         Readmissions


          Foundational                                                          Population
         Interoperability                                                         Health


                 Clinical                                                       Patient
                Research                                                      Engagement
InterSystems: Clinical Executive
End-User Health Care Mission:
      “Drive the vision, usage and intrinsic value of HealthShare as a
      strategic platform to CXOs in InterSystems existing customer base”

 External:                                               Internal:
 •    Trusted advisor to client C-suite                  •   Post-sales on-going relationship
 •    Ensure InterSystems and HealthShare                    management as an extension of the
      are recognized as a “strategic asset”                  sales team
          Solve large scale needs for the customer(s)   •   Collaborate with sales team pre- and
 •    Drive on-going adoption and expansion                  post-sales
      of the HealthShare platform                        •   Jointly work with the HealthShare
 •    Vision-to-Value:                                       Global Product Team on Use Case
        Collaborate with senior-level client
                                                             development and execution in client
         stakeholders to develop shared vision,
         HealthShare strategy, project roadmap, and          engagements
         tactical initiatives
Vision to Value: Objectives

               Alignment               Align solution with customer
                                            vision and priorities


                                      Solution adoption – component
                                               and end-user

Optimization   Vision to   Adoption
                Value                   Migrate product from niche
                                           solution to strategic
                                                  asset


               Strategic              Optimize solution use and value
                Asset
Clinical Executive: Vision to Value Execution

• Execution Framework:
   1.   Identify strategic/target End-user healthcare customers to engage
        o Targets based on operational and clinical attributes and current HealthShare adoption
        o Leverage existing relationships as customer entry point
        o Engage with and develop connections to senior leadership
   2.   Develop and document current-state understanding of customers’ business needs
   3.   Collaborate with customer senior leadership to develop shared vision, strategy and
        initiative roadmap to optimize and expand HealthShare value
        o Based on HealthShare “delivering” solutions to customer business needs
   4.   Memorialize, monitor, manage, and measure roadmap and outcomes
        o Value-based approach that substantiates value in the CXO’s mind
Customer Targets

• Attributes of initial targets
   Existing strong relationships
   Sub-optimized use of HealthShare
   Customer(s) recognized as innovator(s)
   Open to collaboration
   Opportunity to Thought Lead
   Opportunity to drive “Early Wins”
Approach
• Clinical Executive
     Executive-level engagement
     Bi-lateral commitment from InterSystems and customer
• Discovery and Market Triggers
     Key client strategies and business priorities, for example…
        o   ACO/PCMH
        o   Real-time analytics (structured and unstructured data)
        o   Health Information Exchange
        o   Clinical/quality measures

• Memorialize-Manage-Monitor-Measure
• Continual assessment/reassessment
     Stay relevant and “visible”
Vision-to-Value: Executive Deliverables

                                                               Substantiated
                          Vision-to-Value
                          Vision-to-Value                      Value for CXO


                         Vision
                         Vision                          Business Objectives


                                               Mechanism to Achieve
                  Strategy
                   Strategy                    Vision


            Roadmap                     Prioritized Approach for Driving
            Roadmap
                                        Strategy

                              Specific Projects that Tie Back into
  Tactical Initiatives
  Tactical Initiatives
                              the Roadmap and Strategy/Vision


        Documented and Memorialized
Use Cases
• Large Commercial Lab
    Initial role for InterSystems was to support tactical projects related to legacy Lab
     Information System
• Engaged with CIO, VP Strategy and Innovation, SVP Lab
  Operations
• Opportunities Uncovered
    Vision developed:
       o   Enable strategic partnerships and projects to drive customer differentiation and support new
           business opportunities leveraging data and analytics
    Broader Lab Information System opportunities

• Results to Date
    Engaged at CXO level to help drive business transformation
    Expanded the role for InterSystems’ solutions
Use Cases
•   Large multi-state IDN
      Covers 4 states with substantial acute care and ambulatory care footprint
      Initial role for InterSystems was with interface engine replacement

•   Engaged with CIO and CMIOs
•   Opportunities Uncovered
      Collaboration with CMIOs uncovered a series of problems that the customer has been
       unable to solved
          o Program around preventable hospital readmissions, referral management, closed-loop lab orders, push-
            communications to ambulatory network…
      Vision-to-Value process started to transition HealthShare from niche interface engine to
       strategic informatics platform

•   Results to Date
      Expanded use of HealthShare beyond interfacing to address closed-loop lab orders
      Series of additional strategic initiatives documented to drive on-going solution roadmap
Use Cases
• Large mid-west IDN
    3 hospitals with over 1700 inpatient beds
    Initial role of InterSystems was to support interface needs

• Engaged with Vice President for System Quality and Patient Safety
• Problem Uncovered
    IDN needed to submit data to the Center for Disease Control (CDC) regarding
     Hospital-Acquired Infections (HAI) that occurred
    Reporting required for incentive payments and penalty avoidance

• Results to Date
    Estimated $15MM net benefit
Barriers to Overcome
• Getting to the C-suite
• Staying relevant
    Remain a strategic-asset
    Remain part of future plans and strategies
    Problem-centric vs. project-centric

• Discovery
    Urgent needs >>> Important needs >>> Useful needs
Vision to Value: Key Takeaways
• Engage target clients at a senior level
    CXO
    Initial execution is all about customer strategy and problems – not product features
     and functions
    Leverage Thought Leadership
       o Move from the tactical to the strategic
       o Focus on discovery of urgent needs

• Document current state
    Detailed understanding of current status

• Memorialize – Manage – Monitor – Measure
    Vision/Strategy/Roadmap/Projects
    Continual engagement
    Stay relevant
Questions
Enabling Executive
 Strategy Through
Solution Adoption
InterSystems Approach to Establishing
    “Vision to Value” for Customers

     Matthew Nee &
    Michael Rosenblum

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Driving strategic vision & value

  • 1. Enabling Executive Strategy Through Solution Adoption InterSystems Approach to Establishing “Vision to Value” for Customers Matthew Nee & Michael Rosenblum
  • 2. Enabling Business Transformation Act Understand Share Notifications & alerts Capture Population dashboards EMR integration System and Device Interoperability Engaged and Connected Stakeholders Patient-centric View Updated Platform Infrastructure
  • 3. Enabling Business Transformation Planned Projects Vision System and Device Interoperability HIE Exchange Project Implementation Adoption Project Adoption Implementation Outlier Projects Adoption Project Implementation
  • 4. MemorialCare Health System • Six Hospitals – Mixture of Epic, MedSeries4 with multiple Imaging and Lab systems – 195 Providers MemorialCare Medical Center – Including acquisitions like Nautilus Healthcare Management Group Miller Children’s Hospital Lab Services MemorialCare Health Express MemorialCare Medical Group
  • 5. Business Challenges • Strategic Interoperability • Engaging Providers and Patients • Revenue Protection and Growth (ACO’s) • People and Culture  Multiple IT shops across enterprise  Redefining of roles and training  Different Best Practice methodology
  • 6. MemorialCare Health Systems Vision MHS Health Information Exchange HIEs MHS Hospital Provider Groups/IPA’s HealthShare Systems Services Services Registries & & Registries Repositories Repositories  Fast, flexible, robust platform that scales to meet evolving requirements Laboratories  Supports wide array of functionality and Radiology Independent External interoperability standards including Direct, EMRs PIX/PDQ, XDS, XUA, NwHIN (XCPD, XCA) External  Experienced development and implementation / Hospital Systems support teams deliver high quality results Payers
  • 7. What’s Next for MemorialCare • HealthShare Patient Index (HSPI) • Provider management and indexing • Data Analytics (DeepSee, Active Analytics ?) • Transitioning Medical Group to Epic  Data migration  HealthShare CCD for historical information • Patient Portal Integration • Continued support of system consolidation
  • 8. “Vision to Value” Overview InterSystems approach to establishing “Vision-to-Value ” for Customers TM TM •Many companies acquire technologies to solve a discrete set of •Many companies acquire technologies to solve a discrete set of problems that are initially tied to some overriding strategic vision. problems that are initially tied to some overriding strategic vision. •The challenge for most individuals is figuring out how to •The challenge for most individuals is figuring out how to dynamically add value that is relevant beyond these first projects dynamically add value that is relevant beyond these first projects that maps with broader long-term executive visions and that maps with broader long-term executive visions and strategies. strategies. •Accomplishing this can occur by developing an executive-level •Accomplishing this can occur by developing an executive-level "Vision-to-ValueTM"" roadmap with the purpose of driving all "Vision-to-ValueTM roadmap with the purpose of driving all projects to be supportive of their long term strategy as well as projects to be supportive of their long term strategy as well as expanding solution adoption and value for the customer. expanding solution adoption and value for the customer.
  • 9. Vision to Value • “Vision is the art of seeing the invisible.“ Jonathan Swift  Memorializing in a document defining the customer Vision/Strategy/Roadmap/Projects • “Value is relative worth, merit, or importance.” Oxford  A document that manages, monitors and measures the value received across the spectrum of projects implemented.
  • 10. Vision to Value Through Thought Leadership • Michael Rosenblum  Clinical Executive – Vision Strategy  Clinical and operational background in… o Acute care, long-term care, health information management, PBM, and payer environments • Thought Leadership “Customers need breakthroughs, but they have little/ no experience buying/ implementing breakthrough solutions; they want, need and expect help” “Executives welcome leadership far more than mid-level and lower-level staff” o Executive-level engagement Market Leaders are Thought Leaders o Thought Leaders – “problem-centric”, not “product-centric”
  • 11. InterSystems – Drive Continual Adoption InterSystems HealthShare is a strategic healthcare informatics platform that delivers value at every step along the Value journey of providing better care Continuum The Active Dimension of Analytics Coordinating Community Engagement ACT Strategic Interoperability UNDERSTAND SHARE CAPTURE BREAKTHROUGH DIMENSION
  • 12. Information Technology Challenges Even comprehensive “systems” don’t do it all Multiple important and urgent projects System transitions, consolidations, upgrades “Big” data and the need to report, measure, use it
  • 13. InterSystems: Solving Problems Strategic Interoperability Strategic Interoperability Coordinating Community Engagement Coordinating Community Engagement Active Dimension of Analytics Active Dimension of Analytics Clinical/safety implications Regulatory, ns political impli c im plicatio cations Ec onomi Clinical Preventable Integration Readmissions Foundational Population Interoperability Health Clinical Patient Research Engagement
  • 14. InterSystems: Clinical Executive End-User Health Care Mission: “Drive the vision, usage and intrinsic value of HealthShare as a strategic platform to CXOs in InterSystems existing customer base” External: Internal: • Trusted advisor to client C-suite • Post-sales on-going relationship • Ensure InterSystems and HealthShare management as an extension of the are recognized as a “strategic asset” sales team  Solve large scale needs for the customer(s) • Collaborate with sales team pre- and • Drive on-going adoption and expansion post-sales of the HealthShare platform • Jointly work with the HealthShare • Vision-to-Value: Global Product Team on Use Case  Collaborate with senior-level client development and execution in client stakeholders to develop shared vision, HealthShare strategy, project roadmap, and engagements tactical initiatives
  • 15. Vision to Value: Objectives Alignment Align solution with customer vision and priorities Solution adoption – component and end-user Optimization Vision to Adoption Value Migrate product from niche solution to strategic asset Strategic Optimize solution use and value Asset
  • 16. Clinical Executive: Vision to Value Execution • Execution Framework: 1. Identify strategic/target End-user healthcare customers to engage o Targets based on operational and clinical attributes and current HealthShare adoption o Leverage existing relationships as customer entry point o Engage with and develop connections to senior leadership 2. Develop and document current-state understanding of customers’ business needs 3. Collaborate with customer senior leadership to develop shared vision, strategy and initiative roadmap to optimize and expand HealthShare value o Based on HealthShare “delivering” solutions to customer business needs 4. Memorialize, monitor, manage, and measure roadmap and outcomes o Value-based approach that substantiates value in the CXO’s mind
  • 17. Customer Targets • Attributes of initial targets Existing strong relationships Sub-optimized use of HealthShare Customer(s) recognized as innovator(s) Open to collaboration Opportunity to Thought Lead Opportunity to drive “Early Wins”
  • 18. Approach • Clinical Executive  Executive-level engagement  Bi-lateral commitment from InterSystems and customer • Discovery and Market Triggers  Key client strategies and business priorities, for example… o ACO/PCMH o Real-time analytics (structured and unstructured data) o Health Information Exchange o Clinical/quality measures • Memorialize-Manage-Monitor-Measure • Continual assessment/reassessment  Stay relevant and “visible”
  • 19. Vision-to-Value: Executive Deliverables Substantiated Vision-to-Value Vision-to-Value Value for CXO Vision Vision Business Objectives Mechanism to Achieve Strategy Strategy Vision Roadmap Prioritized Approach for Driving Roadmap Strategy Specific Projects that Tie Back into Tactical Initiatives Tactical Initiatives the Roadmap and Strategy/Vision Documented and Memorialized
  • 20. Use Cases • Large Commercial Lab  Initial role for InterSystems was to support tactical projects related to legacy Lab Information System • Engaged with CIO, VP Strategy and Innovation, SVP Lab Operations • Opportunities Uncovered  Vision developed: o Enable strategic partnerships and projects to drive customer differentiation and support new business opportunities leveraging data and analytics  Broader Lab Information System opportunities • Results to Date  Engaged at CXO level to help drive business transformation  Expanded the role for InterSystems’ solutions
  • 21. Use Cases • Large multi-state IDN  Covers 4 states with substantial acute care and ambulatory care footprint  Initial role for InterSystems was with interface engine replacement • Engaged with CIO and CMIOs • Opportunities Uncovered  Collaboration with CMIOs uncovered a series of problems that the customer has been unable to solved o Program around preventable hospital readmissions, referral management, closed-loop lab orders, push- communications to ambulatory network…  Vision-to-Value process started to transition HealthShare from niche interface engine to strategic informatics platform • Results to Date  Expanded use of HealthShare beyond interfacing to address closed-loop lab orders  Series of additional strategic initiatives documented to drive on-going solution roadmap
  • 22. Use Cases • Large mid-west IDN  3 hospitals with over 1700 inpatient beds  Initial role of InterSystems was to support interface needs • Engaged with Vice President for System Quality and Patient Safety • Problem Uncovered  IDN needed to submit data to the Center for Disease Control (CDC) regarding Hospital-Acquired Infections (HAI) that occurred  Reporting required for incentive payments and penalty avoidance • Results to Date  Estimated $15MM net benefit
  • 23. Barriers to Overcome • Getting to the C-suite • Staying relevant  Remain a strategic-asset  Remain part of future plans and strategies  Problem-centric vs. project-centric • Discovery  Urgent needs >>> Important needs >>> Useful needs
  • 24. Vision to Value: Key Takeaways • Engage target clients at a senior level  CXO  Initial execution is all about customer strategy and problems – not product features and functions  Leverage Thought Leadership o Move from the tactical to the strategic o Focus on discovery of urgent needs • Document current state  Detailed understanding of current status • Memorialize – Manage – Monitor – Measure  Vision/Strategy/Roadmap/Projects  Continual engagement  Stay relevant
  • 26. Enabling Executive Strategy Through Solution Adoption InterSystems Approach to Establishing “Vision to Value” for Customers Matthew Nee & Michael Rosenblum

Editor's Notes

  1. These customers have been solving a variety of problems through a variety of use cases. It is a journey that oftentimes follows a continuum. It may begin by consolidating multiple HL7 integration engines to normalizing data to create a patient-centric view integrated into the EMR, to engaging patients through applications and connected devices, to creating and feeding population dashboards informed by recent events that drive the next action.
  2. These customers have been solving a variety of problems through a variety of use cases. It is a journey that oftentimes follows a continuum. It may begin by consolidating multiple HL7 integration engines to normalizing data to create a patient-centric view integrated into the EMR, to engaging patients through applications and connected devices, to creating and feeding population dashboards informed by recent events that drive the next action.
  3. Vision = Integrated system across the enterprise with HealthShare at the core leveraging the various services to accomplish the business needs.
  4. Richard Currier – TL and WOW Vision to value starts with Thought Leadership Thought Leadership = leading the customer through a process to uncover urgent needs that you can help solve Urgent needs: Hit a wall (burning platform) Strategic problem/no strategic solution In charge/not in control Wins on my watch Move from the tactical to the strategic Engage at the senior level CXO – respond to “problem-centric” solutions vs. “product-centric” approach Means you must understand customers problems
  5. This is how ISC approaches driving continual adoption and moving along the value continuum (ISC leverages TL and uncovers urgent needs) The goal is to move the client past the breakthrough dimension (the WOW dimension) – meaning, deliver solutions to urgent needs not previously addressed For ISC, it could mean getting the client through interoperability to acting on information Many of ISC’s AP are doing the same thing – providing insight and understanding into their customers’ business – delivering an informatics infrastructure Connectivity across a portfolio of applications Interoperability to interface with their customers’ varied financial, operational, and clinical systems Ability to capture, analyze and deliver data moving across their applications
  6. Lot’s going on for CIOs – they will fill gaps with either your solution or others (underscores the importance of TL) Need to uncover customers’ urgent needs (Thought Leadership) Find the challenges your solution can help solve Ensure “your” solution is recognized as a strategic asset to solving urgent needs Constant flux and need for solutions to problems
  7. This is an example of the type of market and industry issues that we perform discovery around in order to uncover unsolved problems Problems customers urgently need to address Walk through some of the “problems” listed on the slide and briefly define
  8. Example of ISCs’ approach CE – role to drive thought leadership and solution adoption to ISCs’ EUHC customers CE – manages the vision-to-value process Briefly review internal and external goals
  9. 4 key outcomes we’re trying to achieve with executing V2V Alignment – as Matt noted, ensure product and project focus remains in alignment with customer business strategies and imperatives Alignment drives value and meaningful benefits Mis-alignment leads to diminishing customer value Adoption – drive continual adoption of both solution capabilities and end-users to enhance customer value Drive enhanced capabilities for added value in solving problems Strategic asset – avoid remaining pigeonholed in that first project/effort/priority. Say in the forefront of delivering solutions to customers problems Optimization – optimize use and value of customer investment. Document and publish.
  10. This is a summary of ISC’s approach – we’re in our early stages with this, but the initial experience has been positive Essentially includes four core steps Identify target clients to engage at a strategic level with (prioritize – can’t do this with every customer) Engage at a senior level and thought lead to identify strategic needs and business imperatives Develop and document vision-to-value (vision-strategy-roadmap-initiatives) Memorialize-manage-monitor-measure
  11. Example of attributes ISC used to prioritize end-user targets to engage with Need the customer to invest in this process Want to have some early successes to build on
  12. ISC model: The CE engages at the senior level Require commitment from customer for this process Initial discovery is around market/industry drivers – operational, regulatory, clinical, etc. Stay relevant and in the forefront
  13. Hierarchy that ties back to the customer’s key business priorities and urgent problems Formal plan that can be shared “holistically” with… Senior management/c-suite BoD Employees Vendors Etc.
  14. CML – HS Foundation customers (bought the product without seeing it) – No real vision beyond interface Defined vision Uncovered how ISC can support strategic initiatives Expanded to a larger scale opportunity around lab information systems in addition to HealthShare opportunities
  15. SCLHS Unsolved problems uncovered – Thought Leadership Elevated ISC within the customer to senior levels including CMIOs and CIO Moves HealthShare from niche interface solution to more of a strategic asset
  16. William Beaumont – if we had engaged earlier could have solved this from the start Urgent need uncovered $15MM impact – magnitude of the impact made this strategic
  17. Need to show value for the process at the CXO level – cannot get pushed down in the organization Try to avoid addressing non-urgent needs