benefits management - what the academic papers say

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Yorkshire Centre for Health Informatics academic Benefits what the ^ papers say Benefits Management Network 22 nd January 2015, Leeds Ruth Evans, Yorkshire Centre for Health Informatics [email protected] @ruth_evans

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Page 1: Benefits Management - What the Academic Papers Say

Yorkshire Centre for

Health Informatics

academic

Benefits – what the ^ papers say

Benefits Management Network

22nd January 2015, Leeds

Ruth Evans, Yorkshire Centre for Health Informatics

[email protected] @ruth_evans

Page 2: Benefits Management - What the Academic Papers Say

Question…

• Right now, what are you hoping you’ll find out from this talk?

Page 3: Benefits Management - What the Academic Papers Say

Literature search found…

• A selection from 2012 – 2015 (mostly)

– Started searching Medical / Health literature

– Moved on to Business / Management

• Not a systematic review!

Page 4: Benefits Management - What the Academic Papers Say

Types of literature found

Academic literature

Case study/ies

Opinion

Survey

Literature Review

Other…

Page 5: Benefits Management - What the Academic Papers Say

Common themes – part 1

• Referring back to common texts

– Ward and Daniel

– Bradley

– Jenner

• The theory is all well and good, but what’s happening in

practice?

Page 6: Benefits Management - What the Academic Papers Say

Opinion / literature reviews

Breese, R. 2012.

Benefits Realisation Management: Panacea or False

Dawn?

International Journal of Project Management, 30:341-351

Doherty, N.F. 2014.

The role of socio-technical principles in leveraging

meaningful benefits from IT investments.

Applied Ergonomics, 45:181-187

Page 7: Benefits Management - What the Academic Papers Say

Breese 2012

Benefits Realisation Management: Panacea or False

Dawn?

Too many assumptions

Tension and conflict

• Because assumptions don’t hold in the real world

BM ambiguous

and contested

“The more

ambiguous

or uncertain

the benefits,

the more

important it

is to focus

attention on

them…”

Page 8: Benefits Management - What the Academic Papers Say

Doherty 2014

The role of socio-technical principles in leveraging

meaningful benefits from IT investments.

Relates current Benefits Management thinking to older socio-

technical ideas

Similar aim, but

Socio-technical – get the social right - user-focused

BRM – more managerially focused

Page 9: Benefits Management - What the Academic Papers Say

Single Case Study

Coombs, C.R. 2014.

When planned IS/IT project benefits are not realized: a

study of inhibitors and facilitators to benefits

realization.

International Journal of Project Management, 33:363-379

Page 10: Benefits Management - What the Academic Papers Say

Coombs 2014

When planned IS/IT project benefits are not realized: a

study of inhibitors and facilitators to benefits realization.

Often a lack of context to evaluation

Literature review – finds lots of theory but lack of testing

Case Study – enhanced BDN to show facilitators / inhibitors

retrofitted (next slide)

Page 11: Benefits Management - What the Academic Papers Say
Page 12: Benefits Management - What the Academic Papers Say

Multiple Case Study

Ashurst, C., Freer, A., Ekdahl, J. and Gibbons, C. 2012.

Exploring IT-enabled innovation: a new paradigm?

International Journal of Information Management, 32:326-

336

Doherty, N.F., Ashurst, C. and Peppard, J. 2012.

Factors affecting the successful realisation of benefits

from systems development projects: findings from

three case studies.

Journal of Information Technology, 27:1-16

Page 13: Benefits Management - What the Academic Papers Say

Ashurst et al 2012

Exploring IT-enabled innovation: a new paradigm?

10 case studies - all successful IT-enabled projects

Dynamic

Capability

Agile

Crowd

sourcing /

social

technologiesKey practices /

enablers to

innovation

Page 14: Benefits Management - What the Academic Papers Say

Doherty et al 2012

Factors affecting the successful realisation of benefits

from systems development projects: findings from three

case studies.

3 case studies – all claimed a pro-active benefits approach

BM is an excellent

idea, in theory…… so why isn’t it

working?

Page 15: Benefits Management - What the Academic Papers Say

Doherty et al 2012 (cont)

BDN being imposed in hope of finding benefits

Detailed planning for realisation of benefits

• Benefits orientation

• Organisational change

• Tailor to context

• Success factors are

interdependent

• Investment lifecycle

• Portfolio focus

Page 16: Benefits Management - What the Academic Papers Say

Survey (n: 331)

Serra, C.E.M. and Kunc, M. 2015

Benefits Realisation Management and its influence on

project success and on the execution of business

strategies.

International Journal of Project Management, 33:53-66

Page 17: Benefits Management - What the Academic Papers Say

Serra et al 2015

Benefits Realisation Management and its influence on

project success and on the execution of business

strategies.

How does BRM affect:

project success rate?

organisational value?

Not much

Outcomes adhered to

business case

Having a BM strategy helps,

including the ability to define

success criteria.

Page 18: Benefits Management - What the Academic Papers Say

Others

Carroll, T. 1997.

A strategy for empowerment: the role of midwives in

computer systems implementation.

Computer Methods and Programs in Biomedicine, 54:101-

113

Dickerson, C., Green, T. and Blass, E. 2014.

Workforce development and effective evaluation of

projects.

British Journal of Nursing, 23(12):685-690

Page 19: Benefits Management - What the Academic Papers Say

Common themes – part 2

• Reinforcing existing ideas

• Room for more research?

• Is the “problem” (and “solution”) bigger than BRM?

• Emergent benefits? Not just tackling a problem, but

working to achieve a vision.

Page 20: Benefits Management - What the Academic Papers Say

Have we learned anything?