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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.

    4

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    B

    Case study

    5S

    Case study part deux

    What works. What doesnt.

    5

    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.

    7

    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.

    23

    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.

    34

    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

    [email protected]

    802-223-4100

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    mailto:[email protected]:[email protected]