This is the first in a series of newsletters that will provide input from experts on the opportunities they have created by overcoming diversity in establishing successful PACS entities.
Editor's Note
A shift is taking place in radiology from hospitals to
imaging centers. In certain cases, the hospital is actually
setting up their own imaging centers. Imaging centers provide a
much simpler venue for the placement of PACS. This is based on
the fact that there is significantly less legacy equipment, and
it is often possible to take a fresh look at setting up the
appropriate infrastructure and networks. By looking at the
challenges that have been faced and overcome by hospitals,
imaging center management can learn the right things to do.
This is the first in a series of newsletters that will
provide input from experts on the opportunities they have created
by overcoming diversity in establishing successful PACS
entities.Ronald B. Schilling, PhD
Productivity and Workflow in a PACS Environment
Janice C. Honeyman-Buck, PhD
Among the potential benefits of installing Picture Archiving and
Communication Systems (PACS) and the Electronic Radiology Practice
(ERP) were the possibilities of improving productivity and workflow
by eliminating film and paper handling, thus allowing
technologists, clerks, and radiologists to do a more efficient job.
In theory, the improved accessibility to reports and images would
also improve the efficiency of the treating physician and would
improve patient care with more timely treatment. Although
improvements in productivity and throughput have been reported,
PACS is not the panacea for all radiology productivity problems.
With careful planning and increasing communication among
information systems, however, there is hope that automation will
improve workflow and result in efficiencies in all phases of the
radiologic examination.
In order to make sense of the reports generated by various
authors, it is necessary to define the components of a total ERP
and how they fit together to make an automated system. For the
purposes of this paper, PACS will be the center of the ERP,
providing the capability of acquiring, transmitting, storing, and
displaying images generated by radiology modalities. The Hospital
Information System and/or Radiology Information System (HIS/RIS)
provide accurate information about the patient, his or her location
in the hospital or clinic, orders for that patient, medical
information on the patient, and the completed radiology reports.
Radiology orders are typically placed using the HIS/RIS. The Voice
Recognition System (VRS) automatically transcribes the report using
voice recognition as the radiologist interprets the study. In
practices where VRS is not used, some type of
dictation-transcription system is used, generally with the
radiologist identifying the patient and study, then dictating the
results for a transcriptionist to enter into the reporting system
or HIS/RIS. Figure 1 illustrates a simplified workflow in an ERP
environment.
THE TECHNOLOGIST'S PERSPECTIVE
Before digital radiography and PACS, the general radiological
technologist exposed a film-screen cassette that had to be
identified as belonging to a specific patient, then processed
either in a darkroom or a daylight processor. Computed radiography
(CR) equipment replaces the film with a phosphor plate that can be
read, erased, and reused, but still needs to be identified and
processed. Other than reducing retake rates because of the wider
gray-scale latitude, productivity may not improve using just this
technology. However, in a study comparing three departments, two
with conventional film-screen and one with CR, the mean examination
times for the department using CR was significantly lower than the
ones using film-screen.
1
The study reports the average examination time for a two-view chest
study as 12.5 minutes with film-screen and 7.4 minutes with CR,
while the average time for a three- to five-view spine study as
19.1 minutes with film-screen and 8.8 minutes with CR. When digital
radiography (DR) is used, there is greater potential for improving
productivity since the technologist is not required to handle
cassettes and can concentrate on positioning and exposure. In one
study reported earlier this year, film-screen was compared with
both CR and DR.
2
The authors reported an improvement in throughput for the digital
modalities, with DR being the most efficient. Measured in patient
throughput per hour for chest examinations, the film-screen room
handled 8.2 examinations, the CR room handled 9.2 and the DR room
handled 10.7. The more striking statistic in this work is the time
measured until images were available for interpretation. With the
conventional film-screen system where films were hand delivered to
the reading room, the average time from the start of the
examination to the time when films were available for
interpretation was 29.2 minutes, for CR the average time was 6.7
minutes, and for DR the average time was 5.7 minutes.
Technologists still have the responsibility of assuring the
correct patient information is attached to a study. In a digital
system without a connection to the HIS/RIS, this information must
be entered by hand in what is frequently a time-consuming process.
When there is a connection to the HIS/RIS, usually called a DICOM
Modality Worklist, the technologist can swipe a bar-code or select
a patient from a list and complete and correct patient information
will be associated automatically with the images in the PACS. This
saves time and vastly improves the accuracy and, ultimately, the
usability of the PACS. Two studies comparing throughput for
film-screen with DR with no Modality Worklist and DR with Modality
Worklist produced strikingly similar results.
3,4
In each case, chest examination times were measured and the total
time in the department was reported. In the first study, the
average time in the department was 307 seconds for film-screen, 142
seconds for DR with no HIS/RIS, and 98 seconds for DR with the
HIS/RIS interface.
3
In the second study, the average time in the department for
film-screen was 338.9 seconds, for DR with no RIS/HIS was 138.8
seconds and for DR with the RIS/HIS interface was 94.9 seconds.
4
A similar study was performed comparing the length of time
required to complete a CT study in a "filmless" PACS department
with the time in a film-based environment. When technologists no
longer printed images at multiple window and level settings, the
time required to complete a CT examination was reduced by 45%.
5
THE RADIOLOGIST'S PERSPECTIVE
Although cost justification for PACS has a productivity
component, radiologists' time is usually not considered because
they are usually not considered a cost center by the hospital.
However, several authors have investigated the effect of the ERP,
particularly PACS and voice recognition, on radiologists'
productivity. One study compared the time required to read CTs from
printed films with the time required to read from four-monitor PACS
workstations.
6
Films were printed using a 12-on-1 format and comparison studies
were printed and placed in the film jacket for use. Radiologists
were allowed to choose their formats on the PACS workstations and
window and level presets were used during the interpretation. A
selection of chest, abdomen, and brain studies were chosen for the
study. There was an overall reduction of 16.2% in the total time
required for CT interpretation with soft-copy compared with
conventional film. When comparison studies were used, a
significantly greater productivity gain was realized. The greatest
time savings observed was with chest interpretations, for which the
time savings with PACS and no comparison study was 1.79 minutes and
PACS with a comparison study was 4.44 minutes.
Hayt and Alexander
7
evaluated the effects of PACS and voice recognition on
radiologist's productivity. They found that the combined systems
resulted in a decrease in radiologists' productivity. The
radiologists were asked to describe how the system effected their
reading times, and were given the options of less time, the same
amount of time, or more time spent in increments of 25%, 50%, 100%,
and 200%. Ten radiologists responded, 2 reported an increase of 25%
and 8 reported a >100% increase in their time. However, there
were a number of striking positive benefits of the system. The
percentage of unreported cases at the end of each month dropped
from approximately 25% to 0.3% with the ERP. Clinicians who
responded to a survey reported that PACS had saved them
approximately 30 minutes per day. With the installation of the
voice recognition system, the percentage of reports present in the
HIS within 12 hours after dictation increased from 3% to 42%. After
PACS was installed, 50% of all examinations had reports available
within the HIS within 60 minutes, 86% available in 12 hours, and
96% available in 24 hours. One of the weaknesses in the system
studied was the lack of integration between the PACS and voice
recognition. Radiologists bar-coded an accession number to bring up
the voice recognition software, and then chose a study from the
PACS on a separate workstation. A close integration of the two
systems would improve productivity by eliminating the extra
steps.
THE BOTTOM LINE
An ERP can improve productivity in the right environment for
technologists and for medical personnel who need to access images
and reports. As reported by Hayt and Alexander,
7
a marked improvement in the availability of reports was seen,
primarily at the expense of the radiologist. Another benefit of
PACS was described by Becker and Arenson,
8
who studied the correlation of the availability of images and the
mean time to drug therapy. When clinicians had access to digital
images, the mean time to drug therapy was 3.3 hours, with film the
mean time was 4.7 hours.
Several authors have commented that ineffiencies arose when the
PACS, HIS/RIS, and voice recognition systems were not integrated
closely. When patient and study information is not available on the
modality through DICOM modality worklist, technologists must enter
the data manually, which is time consuming and introduces errors.
When radiologists must access two separate computers for voice
recognition and PACS, they double their searching time and can
introduce reading errors by selecting inconsistent image and report
data. Paper requisitions and reports are still the norm in many
radiology departments, which leads to more inefficiency. When PACS
is implemented, many of the routing and prefetching operations must
be automated to achieve a high degree of productivity. With full
automation, Siegel and Reiner
9
reported increased efficiencies for technologists of 20% to 60%,
clerical staff of >50%, and radiologists of >40%.
A tight integration of all components of the ERP is necessary to
achieve overall improvements in productivity. The Radiological
Society of North America (RSNA) and the Healthcare Information
management Systems Society (HIMSS) have collaborated to sponsor a
"phased series of public demonstrations of increasing connectivity
and systems integration," called Integrating the Healthcare
Environment (IHE).
10,11
The IHE demonstrations have encouraged HIS/RIS and PACS
manufacturers to agree on ways to use the existing standards to
facilitate interaction. Only when we have an integrated ERP with
all components communicating and a workflow management layer on top
will we truly realize the productivity improvement potential of
these new systems. n
REFERENCES
1. Reiner BI, Siegel EL. Technologists' productivity when using
PACS: Comparison of film-based versus filmless radiography.
AJR Am J Roentgenol
. 2001;179:33-37.
2. Andriole KP, Luth DM, Gould RG. Workflow assessment of
digital versus computed radiography and screen-film in the
outpatient environment.
J Digital Imaging
. 2002;15:124-126.
3. May GA, Deer DD, Dackiewicz D. Impact of digital radiography
on clinical workflow.
J Digital Imaging
. 2000;13:76-78.
4. Dackiewicz D, Bergsneider C, Piraino D. Impact of digital
radiography on clinical workflow and patient satisfaction.
J Digital Imaging
. 2000;13:200-201.
5. Reiner BI, Siegel EL, Hooper FJ, Glasser D. Effect of
film-based versus filmless operation on the productivity of CT
technologists.
Radiology.
1998;207:481-485.
6. Reiner BI, Siegel EL, Hooper FJ, et al. Radiologists'
productivity in the interpretation of CT scans.
AJR Am J Roentgenol
. 2001;176:861-864.
7. Hayt DB, Alexander S. The pros and cons of implementing PACS
and speech recognition systems.
J Digital Imaging
. 2001;14:149-157.
8. Becker SH, Arenson RL. Costs and benefits of picture
archiving and communication systems.
J Am Med Informat Assoc.
1994;15:361-371.
9. Siegel EL, Reiner BI. Work flow redesign: The key to success
when using PACS.
AJR Am J Roentgenol
. 2002;178:563-566.
10. Dreyer KJ. Why IHE?
RadioGraphics.
2000;20:1583-1584.
11. Channin DS, Parison C, Wanchoo V, et al. What Does IHE do
for me?
RadioGraphics
; 2001;21:1351- 1358.
Practical Issues
Digital Detector Systems Technology Part I:
Requirements
J. Anthony Seibert, PhD
Note: Part 2 of this article, Digital Detector Systems
Technology: Comparisons, will appear in the second issue of this
newsletter.
There are a variety of detectors now available for acquiring
large-area digital projection radiographs for diagnostic medical
imaging. Large field-of-view image intensifier-television (II-TV)
camera systems, computed radiography (CR) photostimulable storage
phosphor detectors, charge-coupled-device (CCD) and complementary
metal-oxide semiconductor (CMOS) cameras optically coupled to a
phosphor scintillator, and thin-film-transistor (TFT)
two-dimensional arrays directly coupled to scintillator/photodiodes
or semiconductor detectors are examples. Unlike analog screen-film
detectors that are contrast limited in operation, digital
acquisition devices are inherently signal to noise ratio limited,
which means that the image quality is dependent on the quantum
statistics of the image formation process as well as proper
post-processing. In addition, digital systems aim for high spatial
resolution and high detective quantum efficiency to achieve low
radiation dose. Some digital systems do this better than others;
however, cost, portability, handling and practicality are issues
that must be considered prior to purchase and implementation.
The promises of the past are quickly becoming the reality of the
present when it comes to implementation of digital detector systems
and movement to a filmless, all-electronic image distribution and
database system. As 60% to 70% of image volume in a typical
radiology department is generated by projection radiography, a key
consideration for implementation of a Picture Archiving and
Communications System (PACS) is the purchase and deployment of
digital radiography devices. Questions one may ask are: What
type(s) of digital detector(s), how many systems are needed, what
are the basic equipment costs, and what peripheral components are
necessary for PACS integration? How do digital systems differ from
the conventional screen-film detectors that they replace? What
considerations are necessary to verify optimal performance,
preventative maintenance and longevity? To answer these questions,
this article will present a brief review of screen-film detector
limitations and the requirements for digital detector systems. Part
2 of this series will present a description of current digital
system attributes and functions that can improve medical image
throughput and quality.
LIMITATIONS OF SCREEN-FILM DETECTORS
Screen-film detectors have served the medical imaging community
very well for more than 100 years, and technological innovations
have yielded continuous improvements in image quality. Intrinsic
limitations with screen-film radiography have all but halted any
future significant improvements achievable with this technology.
These include limited exposure latitude (which impacts the ability
to simultaneously provide adequate anatomic information in the
thinnest and thickest parts of the imaged object), chemical
processing (which is often a weak link in the overall imaging
system and is becoming an environmental problem with waste
disposal), inefficiencies in handling and storage (which requires a
huge infrastructure of space and people), and lack of image
postprocessing capabilities (which imposes a penalty on information
extraction for diagnosis and requires optimization tailored to the
detector, not the examination). The film also serves as the
acquisition, display and archiving device, which often necessitates
a compromise in one or all of these "coupled" tasks. With
decreasing costs and improving functionality, digital detectors
designed for projection radiography can potentially overcome these
limitations.
REQUIREMENTS/CAPABILITIES OF DIGITAL DETECTORS
Design criteria for digital detectors must, at the minimum,
emulate the capabilities of screen-film systems in terms of spatial
and contrast resolution as well as field-of-view (FOV)
requirements. A 400-speed screen-film detector achieves 5 to 7
line-pairs per mm (lp/mm) spatial resolution (corresponding to an
equivalent pixel size of 100 to 70 µm), in a wide variety of format
sizes tailored for the examination. For mammography, the
screen-film detector provides 15 to 20 lp/mm (33 to 25 µm pixel
size) in 18 cm ¥ 24 cm and 24 cm ¥ 30 cm field areas. Thus, the
requisite spatial resolution and FOV of a digital detector depends
on the imaging task. Clearly, for most general diagnostic imaging
examinations (except possibly digital fluoroscopy) a minimum pixel
size of 200 µm (2.5 lp/mm) is required, and preferably 100 µm (5.0
lp/mm). Digital detectors for mammography require greater
resolution; currently, systems with 100 µm to 50 µm sampling pitch
are available, but still deliver less than the corresponding
screen-film capabilities they are replacing. One fundamental
advantage of digital detectors is flexible contrast and spatial
frequency enhancement, which the human observer perceives as higher
spatial resolution, despite the actual spatial resolution limit. On
the other hand, many digital detectors have a fixed FOV (usually
large size for digital radiography, e.g., 35 cm ¥ 43 cm, and
usually small size for digital mammography e.g., 18 cm ¥ 24 cm),
which can limit their effectiveness in a general radiography room
because of positioning issues and significant "wasted" image
areas.
Another important image quality parameter is contrast resolution
of the output image. When the continuous analog signal is converted
to a digital signal, in addition to spatial sampling errors,
conversion to a finite range of digital numbers (quantization
errors) occurs. With insufficient sampling and/or quantization
steps, increased "digitization" noise reduces the signal to noise
ratio (SNR), which is the ultimate limit to the amount of contrast
enhancement that can be achieved. In addition to spatial sampling,
the analog to digital conversion accuracy depends on the number of
"bits" of the analog to digital converter (ADC). Generally, most
digital detectors require 10 to 16 bits of information (1024 to
65536 unique digital numbers-graylevels) to maintain the ability to
achieve contrast detection differences that are comparable to
screen-film detectors. In some digital systems, non-linear
amplification (e.g., logarithmic) of the analog signal prior to
digitization effectively distributes the digital numbers to
minimize quantization errors over the full range of signal. Most
digital systems use 10 to 12 bits (4096 graylevels) in the final
output image, such that each pixel requires 2 bytes of storage
space.
With a properly designed digital detector, the incident X-ray
exposure over a clinically relevant range (e.g., an exposure
similar to the screen-film detectors that are being replaced)
should be the major contribution of the system noise (other noise
sources include digitization [ADC] noise, scintillator structured
noise, electronic, and amplifier noise). When X-ray quantum
fluctuations dominate the overall noise, variations in incident
exposure will proportionately change the SNR by the square root,
according to Poisson statistics that describe the process, and the
system is said to be "X-ray quantum limited." Digital
post-processing of the acquired image data can increase
radiographic contrast only to the point that noise becomes
objectionable, such that the output is "SNR limited" rather than
"contrast limited" as with screen-film detectors.
In a digital system with sufficient bit depth and resolution,
increased SNR can be obtained by simply increasing the radiation
exposure to the detector up to a saturation level or to a point
where other noise sources begin to dominate, but the cost is
increased exposure to the patient. Quantitative detector analysis
can determine system performance using objective measurements. The
presampled modulation transfer function, MTF(f) is a measure of the
detector object transfer efficiency as a function of spatial
frequency (the signal). The noise power spectrum, NPS(f), is a
measure of the noise characteristics of the detector (the noise).
When scaled by a conversion constant, a ratio of MTF
2
(f) to NPS(f) generates the noise equivalent quanta, NEQ(f), as a
function of spatial frequency. This is an estimate of the
equivalent number of X-ray photons per unit area (usually mm
2
) that the detector effectively responds to. With ever-increasing
incident exposure, the NEQ increases to a point at which the system
saturates and/or other noise sources dominate. The NEQ(f) then
decreases. At a given spatial frequency, the NEQ represents the
output signal to noise ratio, squared: SNR
2
out.
A measure of a detector's efficiency in capturing a given
incident radiation flux is a ratio of the effective number of
photons detected per unit area to the actual number of photons
incident per unit area, the detective quantum efficiency, DQE. The
DQE is calculated as a function of spatial frequency as: DQE(f) =
NEQ(f)/q. The incident radiation flux, q, is usually determined
from computer simulations or estimates of beam energy and
penetrability for a given exposure. From the above description, the
DQE is also calculated as: SNR
2
out / SNR
2
in. A perfect detector system has a DQE(f) of 100% at all spatial
frequencies. "Real" systems lose efficiency over smaller areas (at
high spatial frequency) due to the inability of the detector to
efficiently capture X-ray information and/or have additive noise,
such as electronic amplification noise, pixel drop-out, or phosphor
"structure" noise (among other sources), all of which can mask the
"true" signals. Some digital detectors can use the incident
radiation more effectively, and thus can reduce the exposure to the
patient for a given SNR. In general, DQE(f) measurements for
digital detectors range from <10% to as high as 80% for large
area objects (low spatial frequency range). The actual DQE depends
on the detector design and X-ray converter characteristics. For
high spatial frequencies (detail information) the DQE drops to the
point at which the system can no longer retain the identity of a
small area input signal. To be useful, it is important to determine
the incident exposure range over which the DQE is quoted because
some systems operate more effectively over a given exposure range
(e.g., mammography requires much more radiation exposure than
conventional imaging). Knowledge of the DQE, NEQ, NPS and MTF for
digital detectors allows objective comparisons that can assist in
the determination of appropriate and reasonable performance for a
particular imaging application.
THE FINAL WORD: PART I
The minimum technical requirements of a digital detector system
are based on the optimal characteristics of the screen-film
detector, which represents a huge challenge for system designers.
There are several digital detector system technologies currently
available that have achieved such status, and have demonstrated the
ability to go beyond the capabilities of the analog film image by
using to advantage the separation of acquisition, display and
storage of the x-ray projection image. In Part II of this article,
a comparison of the available digital detectors, including specific
implementation details, cost, and use issues, elucidates the
benefits and capabilities of these systems in a clinical
environment.
Economic Issues
Transition Strategies for New Technology
Ronald B. Schilling, PhD and Edward V. Staab, MD
Often the introduction of new technology into an existing
radiology service happens with the recognition of the opportunity
to provide better service and increase profits. Occasionally, this
is prompted by outside influences from clinicians or
administrators. If the new technology is mature or relatively
focused, as is the case with most modalities, then few individuals
are involved and the introduction is straightforward. But what
happens when the new technology is not as mature, involves much of
the staff in the department, or perhaps changes the way the
business of radiology is done?
There are several examples that have taken place in recent
years. Radiologists have experienced such major changes with the
introduction of a picture archiving and communications system
(PACS) or a radiology information system. Both of these have
far-reaching implications for radiology department staff as well as
those that the department serves. The merger of hospitals and
service entities is another example. To a lesser extent, but still
important to a number of constituents, is the introduction of a
voice recognition system or the development of a telecommunication
service to remote service areas.
This article will outline the strategies often employed, either
implicitly or by thoughtful planning of each step, for such
transitions. The less carefully planned process usually leads to
several false starts. It is likely that the full benefit of a
complex new technology will not be realized for years, if ever,
without careful planning. A series of tools to help with the
strategic plans for implementation of a new complex technology has
been published as a series in this journal.
1-4
The final step of introducing a new technology involves a
careful consideration of transition timelines. This is
euphemistically described as the "80-mile up" view of the entire
process. But before that view, let's look one more time at the
process of strategic thinking.
STRATEGIC THINKING
Thinking and planning are everyday activities. The sequence in
which we complete our thinking and planning steps is an important
factor in achieving maximum effectiveness. Ideally, we should
devote an adequate amount of time to thinking about all sides of a
particular problem, before progressing too far with planning or
implementing a solution. Many of us learn this lesson the hard way.
We sometimes forge ahead with elaborate plans, before focusing
enough attention on our ultimate goal. We have to go back to the
beginning to rethink our options, before resuming the planning and
implementation processes.
Strategic thinking tools (or frameworks) can be used to aid the
process of strategic thinking. One of the most attractive
attributes of such tools is that they can be understood and applied
by radiologists without any formal business training. The broad
acceptance of these tools comes from the fact that they are easy to
learn and highly effective. Essentially, this is because the tools
communicate at a fundamental level between people. For example, in
a regional healthcare community with people of diverse backgrounds,
these tools enable everyone to cross boundaries and relate
effectively at a common, fundamental level.
A specific tool known as the "Growth Development Curve" (GDC)
will be used to present the "transition strategies for the
radiology team." The GDC is a tool or framework for thinking about
how the activities of an organization or department change as a
function of time. In a well-run organization or department, all
members of the team require the same understanding of progress
versus time, and where the focus of the entity is at any point of
time. In this manner, all parts of the team can work in
synchronization and the synergy between elements of the
organization or department can be optimized.
The framework for the GDC is simply a series of curves as shown
in Figure 1. Each curve represents a different area of focus. It is
evident that the areas of focus occur in sequence and may contain a
certain amount of overlap. This is a very important aspect of the
GDC. The team must determine what the areas of focus are, and the
order, start time, (and completion time) for each of these
areas.
A well-managed team will review the GDC several times a year.
The head of each department should be represented at a team
meeting, all seated around a table. When the dialogue becomes
focused on the prioritization of resources required to complete
each area of focus and the interaction of items between areas of
focus, the result is a set of activities that fit together, and are
the most important areas of activity for the team. The activity
list by department can be managed using the "Sheet of Music."
4
TRANSITION TIMELINES
The GDC helps us focus on the issues that need to be addressed
to determine the transition timelines.
Figure 1 lists five major areas that must be considered in
sequence to introduce a major new technology successfully. Several
of the more important subtopics that must be addressed within these
major timelines are discussed below.
Understand the business--Under the topic "Understanding the
business," it is important to:
1. Identify the leader or champion of the new technology. This
may be a team.
2. Evaluate and quantify the current operations.
3. Set functional goals for the system or technology.
4. Recognize the amount of effort needed to communicate the
changes that will take place in the environment.
5. Identify all individuals affected by the new system and to
what extent they will be affected.
6. Establish cross-disciplinary needs and opportunities.
7. Establish an organizational structure.
Technical process--
The second curve illustrates that soon after you begin the process
of really understanding the business and setting the framework for
success, you must begin to look at the technical issues. Notice
that each of these curves overlap and are continuous.
Under this topic we suggest that you determine what is available
in the market place today and to what extent that will meet your
needs. Depending on the complexity of the technology, it may be
useful to use outside consultants to assist with the evaluation and
education of the internal group. It will be necessary to include
all-important stakeholders early in this evaluation process so they
can understand why you have decided on a particular technology or
vendor.
You will also need to plan the transition by asking the usual
questions: who will be affected, how will the technology impact
their work, and when will this take place. Two other questions that
may be appropriate is where will the transition take place and when
will it occur. It is possible that the transition will be in
multiple phases, as we have learned from the introduction of PACS
into a film environment.
Purchase process--
The purchase plan will begin once the acquisition appears to be a
serious request. Frequently, this will include the development of a
request for proposal. Although not always necessary, the process of
developing such a request will raise questions not otherwise
considered. The business plan will include the identification of
capital and consideration of lease versus purchase options. There
are numerous issues that must be considered at this stage, which
are beyond the scope of this presentation.
During these stages, site visits and vendor presentations will
usually take place. One technique that helps with comparing vendors
is to invite them all to present their products and system on the
same day. We have convened a stakeholder group at an offsite
meeting and listened to each vendor, usually at hourly intervals
with time added for questions. This allows the group to formulate
many questions and understand the nuances of the differences
between vendors more clearly.
Installation--
Assuming a decision is made and that the purchase goes forward, the
next phase is the installation. This is when the work really
begins. A formal plan for implementation of the technology should
be established. It will be necessary to consider the staging of the
installation, the delivery and storage of the equipment, the
validation and acceptance of the technology, and, finally, the
monitoring of the system for reliability. A training program that
is simple, available, and repeatable will need to be established.
The need for celebration at intervals from "kickoff" to completion
of major steps should be planned.
Monitor and revisit--
The various parameters that will be used to monitor the effect of
the new system should have been considered. Usually, these are
identified in the first phases of this process. If the results are
not what had been anticipated, then further evaluation should
ascertain what might be done to increase the effectiveness of the
system. Methods to solve small problems, such as help desks and
trained service technicians, will have to be established.
CONCLUSION
We suggest the following steps to create the GDC and initiate a
well thought out plan of action:
1. For the technology introduction under consideration, identify
the people or groups who will make up the transition strategy
team.
2. Using team brainstorming, determine an initial set of major
areas of consideration that are required, in sequence, for the
technology introduction.
3. For each of these major areas, assign a leader to investigate
the necessary requirements to complete the designated area.
4. Using team brainstorming, review the results of step 3 and
determine if modifications to step 2 are required. Establish
consistency between steps 2 and 3, resulting in completion of
Figure 1--including percent completion and timing for each major
area.
5. With the results of step 4 as a roadmap for the technology
introduction, the transition strategy team can now prioritize
activities leading to a plan of action.
6. The action plan, including all of the base assumptions
leading up to it, should be monitored and reviewed on a periodic
basis.