Implementing EDRMS Focus on Change Management John Townsend Chief Information Officer, NOPSA June 2008

2 Agenda About the Presenter About NOPSA About EDRMS Project History Managing Change at NOPSA Lessons Learned

3 About the Presenter Focus on Business Information, not Technology Information Management – RMIT Product Manager – Content Management System for eLearning Journey from Customer to Vendor to Customer

4 About NOPSA Regulator for OHS in Offshore Petroleum Statutory Authority – Australian Govt FMA Funded by industry

5 About EDRMS Enterprise, not electronic Records, not just Documents Drivers for implementation EDRMS is not a toy EDRMS is not part of the O/S (anytime soon)

6 Project History Early days as a “project” Formal Approach to Market Evaluation process Selection process Contract negotiation and due diligence Implementation planning Project Milestones

7 Timeline

8 Managing Change at NOPSA Tying into Corporate / Strategic Plans General Questions to ask about changeGeneral Questions to ask about change Project Management System Project Communications

9 Tool: Questions to ask 1.1 Take a look around your environment (home, family, business, personal). What issues do you see ongoing that you have not managed yet? 2.1 What would you need to see/hear/feel to recognize when it was time to do something different? 1.2 What has stopped you from managing them until now? 3.2 Which aspects should stay the same? 3.1 What criteria do you use to decide what aspects of the situation need to be changed? 3.3 What is the difference between the two? 3.4 And how will you know if you've chosen the appropriate elements for each? 4.1 How will you decide who would need to be brought into the 'change' conversation to ensure you have buy-in from interested parties? 4.2 How do you plan on bringing them into the decisions you need to make? 4.3 How will you know that they are indeed supportive of your change issues? 4.4 How will you know if they are not supportive? 4.5 How will you manage the situation if they believe they will be harmed by the change?

10 Tools - PMS Project Management System Project Concept Document Project Business Case Quality Sliders - Success criteria What can give? What can’t?

11 What gives? What can’t? Success Measures Relativity [Key Reports] Off A.Have Satisfied Client Groups B.Meet all the project’s objectives / requirements C.Meet the agreed budget, resources, etc D.Deliver the key product / service on time E.Add value to the organisation F.Meet quality requirements G.Sense of professional satisfaction for the Team

12 Managing Change at NOPSA Tying into Corporate / Strategic Plans General Questions to ask about changeGeneral Questions to ask about change Project Management System Project Communications

13 Communications Function Activity Transaction File divider

14 Summary - Lessons learned Identify what will change Train a leadership group Identify those with special needs Monitor system usage Regular re-training and communications Factoring in ongoing services

More information … Thomsett International