How does a complex technology deployment journey arrive at its destination safe and sound? Breaking the trip into manageable segments helps. That is why we have organized dozens of helpful tools into eight functional Workstreams. The Workstreams are not sequential – they often overlap and segue into one another during the course of the deployment journey.

The sub-tasks within each Workstream described below are another way to help you quickly find the right tool for the right task.

Workstreams are not only a device for organizing tools but provide an organizing framework for program management and the assignment of critical tasks.


Program Planning

Tools for reviews program design and change management.

  • Program Design: Tools for reaching goals and achieving desired change that account for the organization’s unique patient needs, current care practices, vision and mission, and broader social, economic, political, legal, and technological environment.
  • Change Management: Tools for helping all those impacted by the program to acquire the knowledge and ability to implement the change. Tools include plans for assessing change readiness, gaining support and addressing resistance to change, defining training that is required, and defining changes to staff roles and responsibilities.

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Technology Management

Tools for covering technology review, technology selection and technology logistics.

  • Technology Review: Tools for exploratory review of available technology approaches.
  • Technology Selection: Tools for specifying technology requirements, evaluating vendors, and making the final selection.
  • Technology Logistics: Tools for defining how technology will be handled and shipped, including transportation, inventory, warehousing, packaging, and refurbishing requirements.

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Patient Management

Tools for patient selection, recruitment/enrollment, engagement and program discharge.

  • Patient Selection: Tools for clarifying which patients will be targeted for project inclusion and that help specify inclusion/exclusions criteria.
  • Recruitment/Enrollment: Tools for planning how targeted patients will be identified and enrolled, including data sources and methods.
  • Engagement: Tools for translating initial enrollment commitment into full engagement in program.
  • Program Discharge: Tools for planning ending the intervention.

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Clinical Management

Tools to addresses provider engagement and clinical processes.

  • Provider Engagement: Tools to help plan for engaging providers in relevant aspects of the program, from defining clinical protocols to aiding in patient recruitment and engagement.
  • Clinical Protocols: Tools to help define the process of care that is entailed within the program, including what information will be collected (e.g., a patient’s weight or signs/symptoms), how information will be analyzed and presented (including alerts); and how/when clinicians will interact with patients and respond to alerts.

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Financial Management

Tools for addressing budgeting and ROI Analysis.

  • Budgeting: Tools to quantify the resources that will be required to ensure program success.
  • ROI Analysis: Tools for business case development, project return on investment projections, and evaluating ROI.

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Tools to review contracting and compliance issues.

  • Contracting: Tools for establishing the fundamental agreements that are required to create and maintain the program, including agreements with vendors and other stakeholders.
  • Compliance: Tools for clarifying rules, regulations, care standards, laws, and policies, and verifying that stakeholders understand and comply, including patient protections and confidentiality, accreditations, and certifications.

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Tools for program promotion and customer support.

  • Program Promotion: Tools to show how communications resources will be utilized to raise awareness of and interest in the program, such as goals and target audiences (e.g., patient or primary care physician), communications strategies and tactics.
  • Customer Support: Tools for supporting a stakeholder after they have decided to try and later adopt the program, including support throughout the use process.

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Evaluation & Performance Improvement

Tool to examine program and performance measurements around care effectiveness, cost of care, and care experience.

  • Program and performance measurement: Tools to plan for what will be measured and decisions that will be made in response to evaluation, including a sampling plan, data sources, measurement frequency and instruments.

The tools cover measuring for:

  • Care Effectiveness: Utilization (e.g., Health service utilization change including hospital and ED admissions, Actual vs. expected number of patients approached and enrolled; adherence and persistence) and clinical outcomes (e.g., vital signs, falls, HbA1C, and other success indicators).
  • Cost of Care: Financial analysis of benefits vs. costs, ROI analysis.
  • Care Experience: Patient, caregiver, and clinician satisfaction with the technology, care process, and other program aspects, quality of life, and patient activation and engagement.

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