FMS ENTERPRISE SERVICES Continual Service Improvement Request Business Benefit Appraisal Form

Transcription

1 FMS ENTERPRISE SERVICES Cntinual Service Imprvement Request Business Benefit Appraisal Frm Versin: 2.6 Last updated: 27/09/15 1. PROJECT/CONTINUAL SERVICE IMPROVEMENT (CSI) TITLE: Exchange Identifier Prject / CSI Request Number: (please clearly identify CSI prpsal details) 15/13 Initiated By (Name): Rick Searing (bservatin) Org. Respnsible : NWSSP Velindre Date raised : 11/5/15 Gv Grup Owner: P2P CTeS Owner: Stuart Fraser Sys Admin Supprt (Name): Rick Searing Versin 1 Owner: David McNeal CSI Cntract Criteria (if applicable) refer t separate dcument fr criteria s setting ut evidence f cst reductin and/r imprved system perfrmance 2. DESCRIPTION OF CSI PROPOSAL / REQUIREMENT (business reasns fr prject please prvide supprting dcumentatin where applicable) a) Business Prblem (Descriptin f prpsal / develpment. The business prblem is a questin,, issue r situatin, which needs t be answered r reslved) Prcurement staff identifying transmissin methds fr utging and incming dcuments (purchase rders and invices) b) Prject Business Objectives & Needs ( relate t the strategic initiative) Allws prcurement and Accunts Payable staff t supprt mre efficiently and accurately c) Cre Business Activity Impacted ( prvide detail) Infrmatin made readily available d) Cnstraints / Additinal Cnsideratins (if applicable) The initial update f the supplier sites may be a big task, including the identificatin f transmissin methds nw Enc6_FMS Service Imprvement Request (SPE ) - Appraisal Frm v2.6 Page 1 f 5

2 3. BUSINESS BENEFIT APPRAISAL Quantitative and Qualitative benefits (Describe the prject apprach, the specific slutin, custmer(s) served, and expected benefits, quantifying the expected benefits and identifying the business classificatin ie will run, grw r innvate the business refer t separate dcument fr details) a) General This will allw staff t give better infrmatin and supprt t suppliers and custmers (Health Bard staff) as they will be able t track rders (GHX/PrcServe) and identify and assist ptential transmissin issues b) Financial appraisal - Quantifiable and qualitative benefits mnetary and nn mnetary benefits, including ttal cst f wnership This will cst 4 days f investigatin just t cme up with a cst t the cnsrtium s this is still in the balance. 4. RESOURCE REQUIREMENTS AND PRIORITY a) Requirement Timelines / Pririty (prvide details) Lw pririty but agreed smething that wuld be beneficial by P2P Grup and it was understd the imprtance f this the mre suppliers cme n bard with e-invicing. b) Stakehlder Effrt NHS Orgs: (t develp / test / implement if applicable) NWSSP-Prcurement Services - eenablement Versin 1 Effrt/ Days (t develp, implement and/r dcument the changes if applicable): 4 days initially (call ref. IM086225) CTeS Effrt (t implement and/r dcument the changes if applicable): C-rdinate where required c) Additinal Resurce cnsideratins Hardware / sftware Requirements (required t supprt implementatin f develpment) 5. KEY ISSUES, RISKS, DEPENDENCIES & ADDITIONAL CONSIDERATIONS (eg COM, licences; Impact n ther business rganisatins prcesses/data/setup; Versin 1 cntract r ther prjects eg R12, BI) Prcurement staff training t use Exchange websites 6. CRITICAL SUCCESS FACTORS Initial exchange identifier t be crrect n each site Enc6_FMS Service Imprvement Request (SPE ) - Appraisal Frm v2.6 Page 2 f 5

3 7. RECOMMENDATION (COM Change Categry Type / Rank / priritise / RAG this year/next year) P2P recmmndatin 8. DEVELOPMENT / CHANGE APPROVAL DETAILS: a) Gvernance grup meeting details: i. Gvernance grup name prpsal cnsidered: _P2P Grup ii. Date f gvernance grup meeting: 02/11/15 b) Gvernance Grup assessment: i. Change type and impact has been assessed? (Refer t Annex A): Yes / N ii. Change timeline and pririty cnsidered?: Yes / N iii. External csts reviewed and accepted (if applicable)?: Yes / N iv. Feedback frm all health rganisatins received? (Refer t Annex B): Yes/N v. Change agreed fr CAB cnsideratin?: Yes / N c) Date apprved by CAB: / /. d) Date apprved by STRAD (if applicable): / /. CHANGE ADVISORY BOARD FINDINGS Date Submitted t CAB Grup: CAB Meeting Date: Summary f CAB Recmmendatin: Enc6_FMS Service Imprvement Request (SPE ) - Appraisal Frm v2.6 Page 3 f 5

4 ANNEX A IMPACT ASSESSMENT FINDINGS & CONSIDERATIONS (if applicable) Assessment Impact Cnsideratin: Other business prcesses (acrss all lifecycles, see Annex A ) Prcure t Pay (P2P) Order t Cash (O2C) Recrd t Reprt (R2R) Plan t Stck (Inventry/ WMS) Assessed (Y/N) Impacted (Y/N) Details f Impact (if applicable) Custmisatins Oracle DFF s Oracle Persnalisatins Oracle Menus Exclusins Oracle Respnsibilities System Prcesses (settings/cnfiguratin) Data (quality, frmat, validatin, cntent etc) BI Reprting (including cmpliance/ mnitring) Third Party System Cntrl & Audit Supprting Dcs (test scripts, training, MD dcs) Financial/Resurces (Health Orgs/Versin1, CTeS) Others (please specify) Enc6_FMS Service Imprvement Request (SPE ) - Appraisal Frm v2.6 Page 4 f 5

5 ANNEX B - HEALTH ORGANISATION ASSESSMENT OF PROPOSAL The fllwing table summaries the respnse frm each rganisatin n their assessment f the prpsed recmmendatin(s) and sets ut the lcal plans t implement, with any exceptins detailing the reasns why the recmmendatins cannt be implemented. All exceptins will be shared with STRAD /DFs. Organisatin ABMu - Abertawe Br Mrgannwg uhb AB - Aneurin Bevan uhb BCU - Betsi Cadwaladr uhb CVT - Cardiff and Vale uhb CTT - Cwm Taf uhb (includes: WHSSC - Welsh Health Specialist Services Cmmittee) HDT uhb - Hywel Dda POW - Pwys Teaching Lcal Health Bard PHW - Public Health Wales NHS Trust VEL - Velindre NHS Trust (includes: WBS - Welsh Bld Service, NWSSP - NHS Wales Shared Services Partnership) WAS - Welsh Ambulance NHS Trust NWSSP - Prcurement Services Feedback Enc6_FMS Service Imprvement Request (SPE ) - Appraisal Frm v2.6 Page 5 f 5