Informatics Strategy June 2012

Transcription

1 June 2012 Version 5.2 Author: Chris Cook, Interim Chief Informatics Officer 1. Document Purpose This document outlines the Bolton NHS Foundation Trust Informatics Strategy which has been approved in principle by the Board of Directors on 26 June For clarity, the Board approved all cost neutral actions, including a merger of the IT and Information teams 1. All investments/projects which require funding over and above existing agreed budgets will need business cases to be approved as normal. This paper sets out a direction of travel in key strategic areas. A strategy implementation plan / roadmap will be developed and it is expected that this will evolve over time. It should also be noted that there is much work ongoing in the IT and Information teams that is not included here. This does not indicate that this work will stop or that it is not important. However, all current and future activities will be reviewed to ensure they align with this strategy this paper is a first draft and the strategy will be updated as required. 2. Executive Summary This document summarises the strategy for Informatics for Bolton NHS Foundation Trust over the next 5 years. Informatics is the term that is becoming widely used in the NHS to cover the IT and information management functions. In 2011, Amor Group was commissioned to review Informatics at the Trust. This strategy document builds on the key recommendations made by Amor, and endorsed by the Board of Directors in October 2011, including the proposal to integrate the current IT and Information functions into a single department. The Trust is undergoing a period of unprecedented change and is now entering the new world of commissioning and competition, with staff and patients who have ever higher expectations of how the NHS should be using technology. At the same time, in a period of scrutiny by Monitor, the quality of the Trust s management reporting has been found to be lacking. This strategy seeks to support the Trust in the challenges it faces, to help develop the reputation of the Trust and to enable it to meet its objectives. The strategy also aims to align Informatics development at BFT with the objectives set by the Department of Health s Power of Information strategy for Informatics in the NHS (May 2012) which highlights technology as being a critical enabler in the provision of care quality over the coming years. This strategy document proposes action in the following areas: 1. Integration of IT and Information to create an Informatics department. 2. A shift from data production to the provision of business intelligence (for example, improved analysis for divisions and Board reporting). 3. The development of Clinical Informatics to support efficiency, care quality and mitigate clinical and information governance risks, with a long term aim of an Electronic Patient Record. 4. The use of mobile technology to support care quality and to enable flexible working. Innovative use of mobile technology would enhance BFT s reputation and could also support achievement of CQUINS and the avoidance of contract penalties. 5. Responding to the challenges of commissioning and competition: eg service level reporting, providing integrated systems for GPs. 1 Subject to clarification regarding the current round of cost departmental reductions

2 6. The integration of Community Services IT and information reporting 7. IT infrastructure requirements, in particular, the need to invest in wireless networking, PC upgrades and investment required for telephony 8. Business engagement: the Informatics team must engage effectively with the organisation to ensure IT systems are used to optimise business processes and care delivery and management information is accurate and timely. 9. The development of an Informatics Service Delivery capability that provides a professional, service level-based support service based on best industry practice and with a commitment to continuous improvement. Once established, the service can be benchmarked against third party service providers with a view to outsourcing if a more cost efficient and higher quality service can be provided externally. 10. Implement best practice Informatics governance, including a project management methodology (aligned with that being developed in BICS). 3. Background The Trust is undergoing a period of unprecedented change. In July 2011 it took over responsibility for Community Services in Bolton, including an additional 1,600+ staff, from the Primary Care Trust and it is now gearing up to the new world of commissioning and competition for health service provision. In the last 6 months the Trust has also been challenged by its own Board and by Monitor over the quality of its management reporting. The Trust, and the NHS in general, faces a growing challenge in information governance (for example the use of paper based patient records in the hospital and across community services) as well as growing technology expectations of staff and patients (for example, the use of mobile technology). Clinicians see other trusts as more advanced than Bolton for example, Salford Royal has been using an Electronic Patient Record system for 11 years. In 2011, Amor Group was commissioned to review Informatics at the Trust. Their report, presented to the Board of Directors in October 2011, highlighted that investment in IT at Bolton was running at less than half the national NHS average. Amor made a number of recommendations, including: Integration of the IT and Information teams into a single department Aim for an Electronic Patient Record reusing many of the investments made Invest in and enhance the IT Service Desk to improve the IT support service Etc 5% 4% 3% 2% 1% 0% IM&T Spend as % of Annual Revenue Spend Industry Norm NHS Avg Bolton FT Amor Report, Oct 2011 This paper outlines an Informatics strategy that will provide effective support to the Trust in meeting its corporate objectives and in addressing the challenges it now faces, including expectations of staff and patients. The strategy also seeks to implement the key recommendations made by Amor. The strategy also aims to align Informatics development at BFT with the objectives set by the National Commissioning Board s Power of Information strategy (May 2012) for Informatics in the NHS which highlights technology as being a critical enabler in the provision of care quality over the coming years and sets a goal of patients being able to access their own medical records by 2015 (albeit GP records in the first instance). Informatics Strategy Ver /04/13 Page 2 of 14

3 4. Vision The Informatics service at Bolton NHS Foundation Trust will have a vision as being recognised as one of the most proactive, innovate and customer focussed Informatics services in the NHS. It will be professional and well governed. It will be an integral part of the organisation. It will be a key enabler of the Trust s objectives and it will be an exemplar for the Department of Health s information strategy, The Power of Information. 5. Building Blocks Despite a lack of sophistication in clinical informatics, the Trust has made a number of astute investments in IT in recent years: It has a world-leading integration engine (InterSystems Ensemble) which enables systems to communicate to each other (for example the patient administration system sends patient demographics, via the integration engine, to departmental system such as Pathology, Radiology, Theatres etc) It has a best of breed data warehouse (SAP Business Objects) for management reporting It has a modern, resilient data network on the hospital Key Hospital Systems campus and two data centres It has on-line links to GP practices, including diagnostics ordering and electronic discharge correspondence It has established the capability to support secure flexible working using a variety of mobile technologies It has designed and has started to implement an innovative virtual desktop to enable fast deployment and centralised management of thin client (low energy) PCs These building blocks, aligned with existing technical skills in both the IT and Information teams, provide a sound foundation for the development of strong Informatics capability. 6. Strategy Overview This section outlines the key areas of the Bolton FT Informatics strategy. For each area, quick wins have been identified along with medium and longer term proposals, which will require more detailed planning and costing. Individual business cases will be developed for the component projects that will be required to deliver the strategy. 6.1 Creation of an Informatics function A key proposal from the Amor report was the integration of the current IT and Information teams to form a single Informatics team. There are clear benefits from this including: A joint approach to improving data accuracy (and hence the quality of health records and management reporting) through improved operational processes and training (in conjunction with system owners in the Trust) Shared functions, such as business engagement, service desk and project management Section 7 below outlines the approach to achieving the organisational change required. Informatics Strategy Ver /04/13 Page 3 of 14

4 6.2 Business Intelligence The development of a data warehouse has fuelled a growing demand for management reporting. The current Information team face a constant barrage of requests for data reports. There is currently little capacity to provide value-added activities, such as data quality improvement or intelligent analysis of information, particularly with respect to key operational and clinical performance indicators. The Information function must move from producing reports and data to become a trusted Business Intelligence advisor. This will be achieved through: 1. A focus on the key operational and clinical performance indicators, particularly Board reporting and analysis and the provision of the new Performance Assessment Frameworks. 2. Improved business engagement, including monthly reviews of Board reporting and PAFs with divisional teams. Informatics will provide reporting and analysis, though divisions will retain ownership of the data. 3. The development of data analysis tools for end users (for example, QlikView) 4. The development of a report request process to control, prioritise and plan the production of ad-hocs reporting The Informatics team will provide leadership for ensuring the accuracy and integrity of management information by working with system owners (see Business Engagement below) to develop standard processes for the use of IT systems and in particular the capture of data. Informatics will work with system owners to agree training requirements and also ensure staff follow standard processes and enter data accurately (through auditing, training and supporting performance management). The Informatics team will retain responsibility for clinical coding and will continue to ensure the highest quality of coding. The Informatics team will also work proactively with users of medical records to minimise the level of uncoded activity. Improved Board reporting (starting in June) Establish monthly report production timetable, incorporating Andy McGrath s Performance Assessment Framework (from June) Agree action plan to eliminate uncoded activity (July) Establish monthly divisional and CCG reviews business intelligence reviews in line with the new COO s requirements (June/July) Informatics Strategy Ver /04/13 Page 4 of 14

5 Allow data warehouse users to obtain reports in more flexible formats, eg Excel rather than just PDF format subject to further discussion! (July) Medium/Longer term actions Develop the QlikView application (already procured to support the Patient Level Costing project) to provide an end user data analysis tool Review processes and training requirements with system owners with the objective of improving the quality of data capture Develop professional customer reporting (eg for CCG, AQP customers) 6.3 Clinical Informatics A fully integrated Electronic Patient Record (a completely paperless operation) is the Holy Grail but it will take a long time to achieve. Replacing all the current systems with a complete EPR solution would be a major financial investment and would cause significant disruption to the Trust. The Trust should take a pragmatic, step by step approach to Clinical Informatics with a long term aim of achieving an EPR. The approach should be guided by what can be practically implemented and what provides the biggest benefit, including initiatives that will support the reputation of the Trust. Success will also depend on clinical engagement and support. It is strongly recommended that a dedicated Clinical Lead be appointed to steer the Clinical Informatics strategy and to ensure the support of fellow clinicians, certainly before Step 2 below is initiated. A dedicated Clinical Informatics project manager will also be required. Step 1 Optimise Current Best of Breed Systems and address process inefficiencies Current best of breed clinical systems should be optimised with standard operating processes and development plans agreed jointly between Informatics and system owners. Key clinical systems include: ExtraMed (bed and patient flow management system) RIS and PACS (Radiology Information and Digital Imaging systems) CliniSys and LabCentre Pathology systems Ascribe, pharmacy system Ormis, theatre system Euroking, maternity system Clinical engagement must be sought to improve operational efficiency, for example the strategy for electronic ordering and the efficiency of IT systems in key operational areas such as A&E. Nursing staff currently enter ward discharge or transfer data twice: on ExtraMed and again on the PAS (Patient Administration System) this is inefficient and also causes mismatches in bed occupancy and discharge reporting data. PAS suppliers, CSC, have now proposed a fix to allow ExtraMed to automatically update the PAS (via our Integration Engine). The Trust has developed on-line discharge reporting from the Ascribe system, with discharge letters sent electronically to GPs. Technical issues and adherence to standard operating procedures by clinical staff must be resolved in order to avoid further penalties for missing GP correspondence targets. Nursing staff use multiple systems to collect data such as Harm Free Care measures. Data collection and reporting processes will be analysed and simplified, potentially with the aid of hand held devices (see Mobile Technology below). Finally, the case for the introduction of electronic prescribing should also be examined. This too will require clinical leadership. Informatics Strategy Ver /04/13 Page 5 of 14

6 Step 2 Electronic Document Management for patient records Medical Records Paper based medical records present both a clinical risk (eg paper records not always being available) and an information governance risk (eg loss of paper records). These risks are now exacerbated by the requirement to transport medical records across community services. In addition to risk management, there would be a number of financial benefits to the use of an Electronic Document Management System (EDMS), including: Cost savings in records storage and records management Reduction in uncoded activity (lost revenue for 2011/12 is estimated at 1m) Time saving for doctors and nurses Ability to fill cancelled slots (currently, in community services, medical records have to be ordered two weeks in advance of an appointment if a patient cancels an appointment there may not be time to order records for another patient to fill that slot). EDMS would be a significant investment (c. 1m) and would require a major change programme that would affect every doctor and nurse in the Trust. St Helens and Knowsley NHS Trust has published figures from the EDMS implementation showing an overall investment cost of 1.2m and a saving of 600k pa. It is proposed that a review of best practice in the use of Electronic Document Management systems by NHS trusts be undertaken, with a view to developing a business case and implementation plan for Bolton NHS FT (significant work has already been done by Sarah McDonald). A dedicated Clinical Lead and Clinical Informatics Project Manager are required. Step 3 An electronic patient record system (EPR) EDMS can provide a system to manage paper records but it does not provide a fully integrated electronic patient record system covering all aspects of a patient s care pathway. It is recommended that a team is formed to evaluate the requirements for an EPR (this could be the same team formed to lead the EDMS project above). Included in their remit must be to review the requirements of Community Services and the requirement to provide integration to local authority systems, for example social services records. The review should also incorporate the objectives of the DH s Power of Information strategy, such as the ability to share patient records with other carers (eg GPs) and ultimately to make care records available on-line to patients. It should be noted that most EPR systems on the market are focussed on the requirements of acute care providers so a standard, best of breed EPR may not provide the best solution for Bolton FT. A portal solution which allows access to departmental systems (eg pathology results) should be considered either as a forerunner to a full EPR system or as a core part of an EPR solution. Although the development and implementation of a full EPR is a long term strategy, evaluation work should be started now to ensure that care quality through the use of an EPR can be achieved as soon as possible and to ensure that the reputation of the Trust is enhanced by the visibility of its planning for the future. Such an evaluation must be clinically led. To ensure a consistent approach, it is recommended that EDMS and EPR are led by the same Clinical Lead, supported by an appropriately qualified team and a dedicated Clinical Informatics Project Manager. Informatics Strategy Ver /04/13 Page 6 of 14

7 The approach to Clinical Informatics can be summarised as follows: Establish system owners (expert end users), Informatics owners and user groups for key clinical systems, then agree development and process optimisation plans Upgrade ExtraMed to the latest supported version Agree an action plan to address discharge correspondence issues [this has been initiated, using consultancy from Ascribe] Initiate a BICS (Bolton Improving Care System) review of Informatics in A&E and the new CDU to look for efficiencies and improvements and also to gain clinical engagement [planned to start on 16 July] Develop the strategy for online diagnostics ordering (to agree how we deliver this prior to the implementation of a full EPR system, in particular do we push on with the icm system?) Work with the PACS Manager to initiate the first stage of a plan to move PACS support away from NHS National Programme contract with CSC (which ends in June 2013), including localisation of diagnostic images (migrated from CSC s data centre) and contracting through the Greater Manchester PACS consortium for a new maintenance and support contract Review Harm Free Care and other data collection requirements by nurses and evaluate the potential for using mobile devices (see also Mobile Devices below) Re-establish the Clinical Advisory Group with a remit to develop the Clinical Informatics Strategy Appoint a dedicated Clinical Lead for Informatics Medium/Longer term actions Implement automatic discharge/transfer updates from ExtraMed to PAS (to enable real-time bed occupancy and discharge reporting and to save nurses having to double enter data) Initiate a review of best practice in the use of EDMS systems by NHS trusts, evaluate suppliers and develop a business case and implementation plan for Bolton NHS FT (clinically led) Initiate the evaluation of requirements for an EPR, including Community Services, GP and local authority requirements (clinically led) Evaluate the potential for using e-health technology to support patients in their own homes (rather than needing to stay in hospital) 6.4 Mobile technology The use of mobile technology will be evaluated to support care quality and to enable flexible working. Innovative use of mobile technology would enhance BFT s reputation and would also support achievement of CQUINS and the avoidance of contract penalties. It also requires a relatively low investment and can be deployed in a matter of months. Compelling business cases for the uses of mobile technology for patient care may also attract funding from the PCT. The Trust should also enhance its reputation and support efficiencies enabled by flexible working. Access to systems would be based on a secure, any device basis. For instance, clinicians should have the ability to synchronise diaries with their smart phone, managers should be able to do their work from Trust PCs, Trust tablets or their own home PCs or tablets and staff should be able to access and Intranet on their home PCs or their own mobile devices. Informatics Strategy Ver /04/13 Page 7 of 14

8 Develop business cases, including technology proposal, for the use of mobile technology to support a number of requirements: Management of patients with strokes Data collection for Harm Free Care Pre and post-natal maternity care management Data collection and alerting for patient deterioration Collection of patient satisfaction surveys Evaluate requirements for flexible working and use of mobile technology by staff, clinicians and management. Start with the requirements of directors and senior manager in order to cost the set-up, implementation and ongoing support required. 6.5 Competition / Reputation Informatics will play a key role in supporting the Trust s reputation and providing a competitive edge in the marketplace. In particular through: The support of web and on-line developments The development of support services for CCGs and GPs The provision of accurate and professional management information reporting for service commissioners Commission an external web design company for the new BFT web site [in progress] Develop relationship with CCG and understand their reporting and IT requirements Roll out on line diagnostic image viewing (PACS) for GPs Gear up Business Intelligence reporting to cope with the anticipated demand for customer service level reporting Medium / Longer Term Provide access to patient records to GPs Provide access to patient records to patients Offer a managed Informatics service to CCG and GPs 6.6 Community Services There is still much to be done to integrate Community Services Informatics systems into those of the Trust: Over 1,000 staff still have both BFT and PCT accounts Access to BFT Intranet and other systems is slow & clunky PCT PAS (patient administration system), ExtraMed (patient flow) and other applications are still in use and supported by the PCT The PCT still supports telephony at community sites Free PCT IT support stops on 1 April 2013 Only one community site, Bolton One has been integrated into BFT s IT network. 30+ sites remain to be connected to BFT s network. However, Bolton One has provided a template for other community sites comprising: modern virtual desktop PCs, a single system and a fast network connection to BFT s data network. Informatics Strategy Ver /04/13 Page 8 of 14

9 A project has been initiated with the PCT s Interim Associate Director of IM&T to enable the completion of the Community Services IT integration. There are three key issues to resolve to ensure a successful completion: Central coordination of which clinical services are moving to which community buildings and when is essential to inform IT planning (also required by Estates) Costs need to be agreed and approved, including resource requirements (project management and engineers) The migration of patient data from the PCT PAS (Lorenzo) to the Trust s PAS (LE2) Appointment of a Community Services Development programme manager to coordinate all aspects of clinical service moves [through BICS PMO? currently under discussion] Migrate all PCT accounts to BFT for all Community Service staff [August] Initiate Community Services site surveys to agree IT requirements [started] The development of a costed proposal, including resource requirements funding to be discussed with the PCT Agree and communicate the approach for the migration of patient data from the Community Services PAS to the Trust s PAS Medium / Longer Term Complete the migration by 1 April 2013: - Implement data network connections to all community sites - Upgrade PCs and printers - Applications to move to BFT network and support service - Migrate Lorenzo patient records to the Trust PAS - Migrate PCT ExtraMed to BFT s instance - Software licences to be novated to BFT - Migrate PCT applications to BFT Informatics Service Desk support Procure and implement Voice over IP telephony system at community sites (to be agreed with Estates) - to replace PCT phone system - to utilise data network (eliminating line rental and internal calling costs) - with capacity to replace RBH telephone system when the current contract expires 6.7 IT Infrastructure The Trust has a sound IT infrastructure base with a high bandwidth, resilient data network with two on-site data centres on the hospital campus. However, many PCs and printers are old and need replacing. A modern, fast virtual desktop has been developed which can utilise power efficient thin client PCs. It has been successfully piloted at Bolton One and is now ready to be deployed throughout the hospital and across community sites. The potential for using a managed printer service, and the level of cost savings available, should be explored as an alternative to retaining and upgrading existing printers. The current wireless network is at end of life (no longer supported), it has a limited range, it is not available in all areas of the hospital and it is only designed for use by staff (using the internal data network). Investment in a new wireless network is proposed to enable flexible working and also to Informatics Strategy Ver /04/13 Page 9 of 14

10 provide patients with wi-fi Internet access. This investment is also a pre-requisite to support the use of mobile devices in the Trust. A single sign-on capability will be developed to provide easier access to the multiple systems used across the trust. A plan will also be developed with Estates for the implementation of a new (Voice over IP) telephony network to replace the current Trust telephony system with a modern system by the time the contract to support the current legacy system expires (2015). See also Community Services for the requirement to integrate community sites with the BFT IT network. Develop business case and implementation plan for standardised virtual desktop PC rollout Seek approval for existing business case for wi-fi network Evaluate case for a managed printer service Evaluate Single Sign on requirements Medium / Longer Term Roll out virtual desk PC upgrades (2 to 3 year project) Roll out new wi-fi network (12 month implementation) Roll out Single Sign On Replace telephony system (2012/2013) 6.8 Business Engagement Lack of Clinical Engagement was a key finding in the Amor report, but there is currently insufficient Informatics engagement across many areas of the organisation. It is a key requirement of the Informatics function to ensure it is engaged at all levels across the organisation. Any component of the Informatics function which does not need to be engaged with the organisation could be considered a commodity function and may therefore be considered for outsourcing. Business engagement will be addressed at a number of levels: Informatics should be represented at the Executive Board (by the CIO) and at Divisional Boards by new Divisional Business Manager role to be created as part of the proposed new Informatics organisation (as per Workforce and Finance Divisional Managers) [this proposal is still subject to budgetary agreement] Informatics experts will work with system owners for all key systems to manage user groups and agree system developments, training requirements and process optimisation initiatives With the possible exception of IT infrastructure projects, informatics projects (or informatics workstreams of other projects) will be managed jointly with business leaders and Informatics project managers (see Governance below) Informatics will engage with customers to support service delivery (eg CCG, GPs, AQP customers) Informatics will work with an appointed Clinical Lead and the Clinical Advisory Group to develop and deliver the Clinical Informatics strategy Quick wins Establish System Owners (expert end users) for all key systems Establish Informatics experts for all key systems Informatics Strategy Ver /04/13 Page 10 of 14

11 Establish user groups for all key systems Establish clear roles and responsibilities for System Owners Informatics Divisional Business Manager to be appointed [subject to budget approval] in a new Informatics organisation structure: - to represent Informatics at Divisional Boards - to be agree monthly Board reporting and analysis with Divisions - to ensure Informatics Service Delivery aligns with Divisional requirements 6.9 Informatics Service Desk The current IT Service Desk handles 300 calls a week with a team of 4 people. This does not represent all IT support calls as some issues are reported directly to system owners or to trainers. The 4 Service Desk agents may solve simple queries, but in the main they pass issues and service requests to the IT Technical Services team and others (including 3 rd parties). They have limited tools for managing the calls, no service levels and no authority over the other teams who are tasked with solving issues or fulfilling service requests. Customer perception now (and at the time of the Amor report) is that service is unpredictable and often slow, though the Service Desk staff themselves demonstrate a good customer service attitude and the feedback on the engineers who resolve issues is good. The Customer Service Desk is Informatics shop window and it is central to the Informatics function. It will be developed to ensure it has the tools, processes and authority to be able to provide a professional, process-driven, measurable, customer service focussed support function for the Trust. Benchmark current customer satisfaction levels using a Survey Monkey survey to BFT staff (run this every 6 months to measure perception of service) Initiate a service improvement plan, based on establishing key metrics, monitoring metrics on a weekly basis and taking appropriate actions to improve them, including: - Training to enable 1 st line service desk agents to be able to fix more issues themselves without the need to pass on the calls to Technical Services engineers - Providing the visibility to manage and action unresolved issues - Assess service delivery productivity and actual resourcing requirements - Extend desk hours and provide better coordination between 1 st and 2 nd line teams Key support processes to be documented Service Desk system requirements to be evaluated with a view to implementing an improved management system Medium / Longer Term Service catalogue to be developed and service performance metrics established Informatics Service Desk to take responsibility for administering user access to all key applications as part of a joined up Workforce starter/leaver/mover process Development of an Informatics Service Delivery capability that provides a professional, service level-based support service based on best industry practice (ITIL) and with a commitment to continuous improvement Benchmark against outsourced service providers with a view to outsourcing only if a more cost efficient and higher quality service can be provided externally Evaluate the potential to provide Informatics services to CCGs Informatics Strategy Ver /04/13 Page 11 of 14

12 6.10 Governance The IM&T Committee will continue to oversee the provision of Informatics to the Trust and will continue to report to the Executive Board. All Trust projects that require investment in Informatics (eg new IT applications, new IT hardware, new reporting requirements etc) or changes to existing Informatics provision must have that Informatics component approved at the IM&T Committee. It is proposed that an Informatics project management function be created to manage project planning and delivery. Informatics project progress will be reported to the new BICS PMO (Project Management Office) alongside, or as part of other business projects, and all Informatics projects will report progress monthly to the IM&T Committee. A standard project methodology will be agreed with BICS PMO - for use on Informatics and all other BFT projects in order to ensure a common approach across the Trust. Project management and implementation resource should be costed into project proposals in order to manage incremental investment costs and to avoid a dependency on Informatics support staff. The Information Governance (IG) function will remain with Informatics. It too will develop key service metrics. The IG function will also develop the capability to gain ISO27001 Information Security certification in order to demonstrate our IG capability in support of the Trust s reputation. Ann Schenk will remain as the Senior Information Risk Owner and as such will continue to chair the IG Committee, in order to provide a non-partisan challenge to the Informatics IG function. The Informatics function will be managed professionally, with a strong customer focus and a philosophy of continual improvement. In particular, staff will be managed and developed in a professional manner in accordance with the Trust s Workforce practices. Professional documentation and standard templates will be developed and identified as Informatics documents Monthly reporting will be established for all Informatics managers (from June) Agree a standard project management methodology with the Head of BICS and ensure all Informatics projects conform Report project progress to BICS PMO and IM&T Committee (monthly) Due diligence on Informatics contract commitments Development of an Informatics project management and planning function Development of IG metrics Medium / Longer Term Gain ISO27001 certification for Information Security Informatics Strategy Ver /04/13 Page 12 of 14

13 7. Organisational Change The IT and Information teams with be integrated into a single Informatics function capable of delivering the strategy outlined above. 7.1 Plan A consultation plan is being developed with Workforce. The Chair of Staffside has also been notified. It is proposed to manage the reorganisation in two phases: Phase 1: Establish the new Informatics management structure 1. Propose new Informatics management structure and commence consultation on the proposed structure with IT and Information managers 2. Complete consultation with managers and establish the new Informatics management team 3. Communicate the establishment of the Informatics team and its strategic priorities and leadership responsibilities (+ change of name on documents and Intranet etc). Phase 2: Review overall Informatics team 1. The new Informatics management team to review the resource and skill requirements needed to deliver the strategy 2. Propose any changes required and consult with any staff members who would be affected by the proposed change Timescales to be agreed with Workforce. 7.2 Criteria for the new Informatics structure The proposed approach will be cost neutral 2. Additional resources, such as project managers and clinical leads will be identified and costed as part of business cases for component projects of this strategy. The organisation should have as flat a management structure as possible to support teamwork and to optimise communication. The organisation must include leadership to focus on delivery of the key components of the Informatics strategy. 2 Corporate savings targets to be confirmed. Informatics Strategy Ver /04/13 Page 13 of 14

14 8. Next Steps Action (ongoing) Consultation with IT and Information managers over proposed new Informatics management structure (Jul-Aug) Launch Informatics team (Aug) Development of an action plan and roadmap to deliver the strategy (Aug-Sep) Budgetary costing and prioritisation of strategic projects (Sep-Oct) Recruitment of a permanent Chief Informatics Officer (Nov) Informatics Strategy Ver /04/13 Page 14 of 14