Critical Success Factors and Engagement Methodology for Successful Project Delivery
e-Health ePoster Library. Steegstra K. Jun 6, 2017; 167129; EP08.03
Kathy Steegstra
Kathy Steegstra
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Purpose/Objectives: The BC Patient Transfer Network (BCPTN) initiated the Patient Transfer Management System (PTMS) project to replace its existing application. PTMS will set the foundation for a standardized, integrated system with enhanced reporting functionality to drive improved outcomes. BCPTN engaged with TELUS Health to provide project management consulting services to bring the project to completion. The presenters will provide insight into how TELUS Health partnered with BCPTN to successfully deliver the project.

Methodology/Approach: The TELUS Health delivery methodology contained four key phases. Planning and Analysis The TELUS Health team conducted a current state assessment of the PTMS project, to understand challenges being faced and strategies for addressing them. Stabilization TELUS Health reviewed the project structure and governance and provided recommendations. The TELUS Health project manager established a detailed project plan with defined resources and deliverables, and core project management processes. Transformation Working collaboratively with the project team, TELUS Health adapted an agile methodology to design the software to meet end-user requirements. A product owner from the business was empowered to make decisions about system functionality. Issue management and testing processes were put in place to bring the software to go-live readiness. Sustainment TELUS Health developed and executed a go-live plan, supported go-live, and managed the transition to operational support for the project.

Finding/Results: A number of key lessons and critical success factors were identified during the delivery. Establishing Governance For TELUS Health, the first priority when engaging on a project is to validate and establish clear governance, with engaged sponsors and a steering committee. This enables the project manager to raise and resolve risks and issues, gain support on high priority asks and enable key decisions to be made. Delivering a Team-based Approach TELUS Health established a multidisciplinary consulting team, and leveraged each individual’s strengths to focus on driving process improvements in areas of the project with the highest business value. Maintaining Objectivity As an objective third party, TELUS Health conducted a fact-based current state analysis of the project. They created an action plan to appropriately address any challenges or barriers being faced. Driving Engagement The project team promoted transparent, regular communication between teams, and through governance to executive leadership to foster the trust required to move the project forward. Developing a Transparent Plan with Clear Deadlines The project team created a credible deployment schedule with a high likelihood of delivery. The scheduled was designed to be flexible and adaptable to meet business needs while maintaining the overall scheduling objectives. Managing Scope The project team collaboratively set about de-scoping items that were not critical for the project’s success in order to keep the schedule on track.

Conclusion/Implication/Recommendations: By applying an adaptable methodology, TELUS Health was able to bring together a diverse project team with a strong focus on delivery, successfully meeting the client’s needs. The outcome was a successful deployment, allowing the PTMS project to realize its business objectives and ensuring that the patients of British Columbia will continue to receive the best possible care from BCPTN.

140 Character Summary: TELUS Health will share its critical success factors and engagement methodology to successfully deliver a project on time, while meeting the client’s vision.
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