Project Insight Overview January 11 th and 15 th, 2009 Orlando Working Group Meeting David Hamill Director, Project Management Office

October, 2009 WGM - OrlandoProject Insight Overview2 Goals Demonstrate Project Tools Project Insight Overview Help Project Facilitators in project development and facilitation Promote the use and understanding of Project Insight throughout HL7

October, 2009 WGM - OrlandoProject Insight Overview3 Progress To Date Conducted Overview classes at each WGM since September, 2007 Worked with Co-Chairs to pilot Project Insight Rolled out the Project Approval Process and updated the Project Scope Statement Template Added projects dating back to 2005 into Project Insight; Co-Chairs validated their Work Groups projects Published the HL7 Project List on GForge via the TSC Files tab

October, 2009 WGM - OrlandoProject Insight Overview4 Progress To Date (contd) Implemented a Searchable Project Database on (Resources column) Established the Project Facilitator Role with the Project Services WG Created four schedule templates for ballotable projects with the Project Services WG Conducted Webinars in October, 2008

October, 2009 WGM - OrlandoProject Insight Overview5 Searching for a Project Ways to search for an HL7 Project: Searchable Project Database GForge TSC File Project Insight

October, 2009 WGM - OrlandoProject Insight Overview6 Searchable Project Database

October, 2009 WGM - OrlandoProject Insight Overview7 Searchable Project Database (contd)

October, 2009 WGM - OrlandoProject Insight Overview8 Searchable Project Database (contd)

October, 2009 WGM - OrlandoProject Insight Overview9 Search – GForge TSC File

October, 2009 WGM - OrlandoProject Insight Overview10 Search – GForge TSC File

October, 2009 WGM - OrlandoProject Insight Overview11 Summary Project Insight is a 100% web-based project management software application with tools that offer many strategic benefits to HL7; such as: Intelligent project scheduling; including cross project dependency capability Flexible reporting Project templates Customization (Administrator Function)

October, 2009 WGM - OrlandoProject Insight Overview12 Getting Started Project Insight URL (no www) healthlevelseven.projectinsight.net Username / Password Each Work Group and Steering Division has one for creating/managing projects

October, 2009 WGM - OrlandoProject Insight Overview13 Getting Started

October, 2009 WGM - OrlandoProject Insight Overview14 Welcome Screen

October, 2009 WGM - OrlandoProject Insight Overview15 Modifying Portal Page (aka Home Page)

October, 2009 WGM - OrlandoProject Insight Overview16 Recommended Home Page View

October, 2009 WGM - OrlandoProject Insight Overview17 Search – Project Insight

October, 2009 WGM - OrlandoProject Insight Overview18 Search – Project Insight (contd)

October, 2009 WGM - OrlandoProject Insight Overview19 HL7 Project Scope Statement – Where it all begins

October, 2009 WGM - OrlandoProject Insight Overview20 Viewing the Project Scope Stmt in Project Insight

October, 2009 WGM - OrlandoProject Insight Overview21 Viewing the Project Scope Stmt (contd)

October, 2009 WGM - OrlandoProject Insight Overview22 Add Project

October, 2009 WGM - OrlandoProject Insight Overview23 Project Scope Stmt to Project - Add Page

October, 2009 WGM - OrlandoProject Insight Overview24 Project – Add Page (General Tab)

October, 2009 WGM - OrlandoProject Insight Overview25 Project – Add Page (Custom Fields Tab)

October, 2009 WGM - OrlandoProject Insight Overview26 Project Folder Hierarchy

October, 2009 WGM - OrlandoProject Insight Overview27 Reports

October, 2009 WGM - OrlandoProject Insight Overview28 Project Report

October, 2009 WGM - OrlandoProject Insight Overview29 Excel Export of Project Report

October, 2009 WGM - OrlandoProject Insight Overview30 Project Lifecycle Process

October, 2009 WGM - OrlandoProject Insight Overview31 Schedule Templates (Pilot)

October, 2009 WGM - OrlandoProject Insight Overview32 Project Schedule

October, 2009 WGM - OrlandoProject Insight Overview33 Column Display Options

October, 2009 WGM - OrlandoProject Insight Overview34 Marking Project Task Complete

October, 2009 WGM - OrlandoProject Insight Overview35 Editing/Adding/Modifying Project Tasks

October, 2009 WGM - OrlandoProject Insight Overview36 Modifying Tasks (General / Predecessor Tabs)

October, 2009 WGM - OrlandoProject Insight Overview37 Project Facilitators Two types: Work Group and Steering Division Work Group: Function as projects point person Complete/update project documents: PSS, CBC, NIB Secure approvals by WG, SD, TSC Update/maintain Project Insight project plan Steering Division: Manage their SDs project portfolio Liaison between SD and PMO Mentor WG Project Facilitators Assist SD Chairs addressing projects in jeopardy

October, 2009 WGM - OrlandoProject Insight Overview38 Project Approval Process 1.Project Facilitator creates a Project Scope Statement (PSS). 2.Sponsoring Group reviews and approves the Project Scope Statement. 3.The Project Facilitator s the PSS to the appropriate Steering Division(s) and the HL7 Project Management Office 4.PMO reviews the Scope Statement (this occurs simultaneously with step 5). 5.The appropriate Steering Division reviews and approves the PSS

October, 2009 WGM - OrlandoProject Insight Overview39 Project Approval Process (contd) 6. The Steering Division submits Scope Statement to TSC for approval by creating an issue for the TSC on GForge and attaching the PSS to the issue. 7. The PMO audits the PSS approval process and enters approval dates in Project Insight. 8. The PMO and Project Services Committee ensure that HL7 project methodology is adhered to. The approval process is also located in Appendix B in the Project Scope Statement Template

October, 2009 WGM - OrlandoProject Insight Overview40 Next Steps for PMO and Project Services WG Expand Use of the Four Schedule Templates Assist/Mentor Project Facilitators – both the Steering Division and Work Group Project Facilitators Offer Additional Training Sessions to Work Groups (webinars) Rollout 2009 Versions of the Project Scope Statement and Project Approval Process Add customizations to Project Insight based on the 2009 Versions of the PSS and Project Approval Process

October, 2009 WGM - OrlandoProject Insight Overview41 References Project Insight URL (no www) - healthlevelseven.projectinsight.net Project Scope Statement Template - Co-Chairs Utility Page on - GForge Project Services Doc tab: Project Approval Process - Project Scope Statement Template – Appendix B - GForge Project Services Doc tab: Search HL7 Projects - Searchable Project Database - GForge TSC File tab:

October, 2009 WGM - OrlandoProject Insight Overview42 Where to Find Documents Referenced Today? Project Services Docs/Presentation Page -Project Scope Statement -Project Approval Process -Project Facilitator Responsibilities -Project Life Cycle diagram/flow -Tutorial PowerPoint -Project Schedule Template Spreadsheet

October, 2009 WGM - OrlandoProject Insight Overview43 Questions / Discussion / Feedback or (734) (Project Services Work Group