him ss 115 s case study session
TRANSCRIPT
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5S Case Study:Convert File Mess Management to Intellectual Assets
Samuel (Sandy) W. McDowell, Ph.D.
Joseph Woodin
DISCLAIMER: The views and opinions expressed in this presentation are those of the author and do not necessarily represent official policy or position of HIMSS.
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Synergy[] in a business application (HIMSS) it means that
teamwork will produce an overall better result
than if each person was working toward the samegoal individually.
(http://en.wikipedia.org/wiki/Synergy)
Case Study
The overall global optimum exceeds the individual
local optima.
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Objectives Learn about 5S
Learn how to apply 5S to the organization of
information assets Understand the benefits of structured file
management
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Agenda Background
Case study 5S
Case study part deux
What works. What doesnt.
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B
Case study
5S
Case study part deux
What works. What doesnt.
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Background
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Gifford Medical Center
Critical Access Hospital
Central Vermont
Forward thinking CEO
Scope Senior management team only Engagement Figure something out
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Background
Case study
5S
Case study part deux
What works. What doesnt.
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Case Study
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Intellectual property isa corporate asset!
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Why?
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Time spentsearching
2.5% 15%
Annual cost
of lostproductivity
$ 98,171 $ 589,027
Where Did the Day Go?
12%
28%
25%
20%
15%
Thought and Reflection
Interruptions and
Recovery Time
Creation of Productive
Content
Meetings
Information Searches
Source:
Unknown
Source:
Hospital
estimates
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Figure something out Cleanup what is out there
Organize the folders
Understand the structure and pay attention toit
Use some standard way of naming and
locating folders Keep the folder structure neat
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What is out there? Drives
C: local drive
H: (logical) personal drive
N: (logical) shared drive
Files
Naming unconventions
Location unconventions11
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N: Drive 11/03/09
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ProjectsOrganizations
PersonnelEquipment
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Research
What organizing structures are being used
elsewhere (i.e., what can I reuse?)
Web ?
Encyclopedia ?
Network ?
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Go figure what makes sense?
Folder structure
Folder access
Folder names
Looks good onpaper
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Naming and location
Folder structure
Folder access
Folder names
Looks good onpaper
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Server use
Local (C: No)
Personal (H: Yes)
Department (N: Yes) Mental sort of files
and folders
Departments
Projects
Common
The folder naming hierarchy is consistent with
Ranganathans Prolegomena to Library Classification
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CEO Folders
A-Administrative Files* Business DevelopmentDevelopment and Marketing FinanceHuman ResourcesMedical Director- AmbulatoryMedical Director- HospitalistMedical Director- Surgical ServicesOperations Patient Care Services
Provider PracticesQuality Management
Senior Management
Subfolders
Example:
(N: Drive) SHARED
Patient Care Services
Woodin Access
Minsinger Access
McConnell
AccessPharmacy
Folders
A-Administrative Files*Contracts z-Miscellaneous
z-Shared
* =A-Administrative Files consist of a common set of folders
A-Administrative Files* Birthing
Care Management Emergency DepartmentGrants
Med-SurgNursing Home Pharmacy
Shared Staff Education Surgical Services z- Miscellaneous z- Shared
PCS Folders
Subfolders
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Roll it out Pilot positive
Mixed results elsewhere
Overall
Effort
Benefits
Understand the structure
Sustain as part of the performance review
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N: Drive 02/01/10
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Background
Case study
5S Case study part deux
What works. What doesnt.
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5S
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Pre 5S*How do you find something?
Scrounge?
Steal? Stash?
Scramble?
Search?
*www.lmsi.ca/5s.htm
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What is it (SSSSS)? Workplace organization methodology
5 Japanese (S) words transliterated into
English Sort (Seiri)
Straighten (Seiton)
Sweep (Seiso)
Standardize (Seiketsu)
Sustain (Shitsuke)
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Phases 5S Sort Eliminate unnecessary tools
Straighten Locate tools appropriately
straighten the flow path Sweep Keep the workplace tidy and
organized
Standardize Standardize work practices Sustain Maintain and review standards
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Phases Intellectual asset
management Sort - Cleanup what is out there
Straighten - Organize the folders
Sweep - Understand the structure and payattention to it
Standardize - Use some standard way ofnaming and locating folders
Sustain - Keep the folder structure neat
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5S and asset management
Intellectual property is a corporate asset!
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Locatable Accessible Retreivable
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Background
Case study
5S Case study part deux
What works. What doesnt.
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Case study part deux
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Vermont Information Technology
Leaders (VITL)
Health Information Exchange
ONC Regional Extension Center 20 employees
Knowledge workers the assets are what we
know, not what we make What we know needs to be locatable,
accessible, retrievable
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Process Sort - Cleanup what is out there
Straighten - Organize the folders
Sweep - Understand the structure and payattention to it
Standardize - Use some standard way of
naming and locating folders
Sustain - Keep the folder structure neat
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VITLs S: before 5S
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CompaniesProjects
IT stuffTHE !
ResearchRecordings
What is out there?
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VITLs S: after 5S
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Background
Case study
5S
Case study part deux
What works. What doesnt.
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What works. What doesnt.
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What works People
Some do it, some gravitate
Educate on benefits
Structure
Easier to find materials (eliminate clicks)
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What doesnt work People
File comfort zone is difficult to leave
Change for the greater good is not worth it Structure
Difficult to maintain: need the folder police
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Its worth it Assets are reusable New hire learning curve is steeper
Centralized repository of assets, notdistributed/shadow-located
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Questions? Contact
Sandy McDowell
802-223-4100
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mailto:[email protected]:[email protected]