Creating a Customer-Centric Culture National Healthcare ...Creating a Customer-Centric Culture...

21
www.cihi.ca At the heart of data Creating a Customer-Centric Culture National Healthcare Leadership June 2012 1

Transcript of Creating a Customer-Centric Culture National Healthcare ...Creating a Customer-Centric Culture...

www.cihi.ca

At the heart of data

Creating a Customer-Centric Culture

National Healthcare Leadership

June 2012

1

www.cihi.ca

At the heart of data

Creating a

Customer-Centric

Culture

Anne Cochrane

Director, Corporate Communications and Outreach

Canadian Institute for Health Information

2

www.cihi.ca

At the heart of data Vision/Mandate/Values

3

www.cihi.ca

At the heart of data Creating a Customer-Centric Culture

> It’s a journey

> 15 minutes to cover three years

– focus on how we developed our

strategy and action plan

– 8 steps and lessons learned along

the way

4

www.cihi.ca

At the heart of data What is a Customer Strategy?

5

www.cihi.ca

At the heart of data Key Principles

> Understanding your customers’ needs

> Providing a consistent, positive experience

> Ensuring continuous improvement

6

www.cihi.ca

At the heart of data The Customer Journey

> Step 1: Do your research and know where

you stand

– Your people — perceptions, existing service

standards, gaps

– Your customers — perceptions, needs, gaps

– Your sector — what are others doing that you could

adopt/adapt

– Best practices — look beyond your sector, nationally

and internationally

7

www.cihi.ca

At the heart of data The Customer Journey

> Step 2: Engage senior leaders and influencers

– Get buy-in at the top

– Be aware of sensitivities

– Begin the conversation throughout your organization

– Create cross-functional steering committee/team

– Engage team in validating elements of a strategy that

could work for your organization

– Ensure approval of that strategy and action plan

8

www.cihi.ca

At the heart of data The Customer Journey

> Step 3: Start planting the seeds of awareness and

understanding throughout your organization

– Hold information sessions for your staff

– Invite them to talk to members of the steering committee

– Weave messages throughout all communications

9

www.cihi.ca

At the heart of data The Customer Journey

> Step 4: Agree on your “value chain”

– How does your business work?

– Who are the players along the chain from initial input

through delivery?

– No one right answer

– Agree and visualize

10

www.cihi.ca

At the heart of data Health Information System Value Chain

Functions

Outcomes: 1) Improved health system

performance, and 2) Improved health

outcomes for the Canadian public

Funding

Policy Development

Health Services Delivery

Data Collection, Management and

Dissemination

Data Provision

Data Analysis

Research

Influencers

Inputs: Health system needs as identified by

various stakeholders

CIHI’s Value Chain

www.cihi.ca

At the heart of data The Customer Journey

> Step 5: Agree on your priority customers

– “Customer” is a healthy word

– Can’t do everything for everyone — especially given

current realities

– Understand where you have come from and what

you do well

– Understand who else has since entered your space

• “Competition” is another healthy word

– Understand and agree on your unique value proposition

12

www.cihi.ca

At the heart of data

> Step 6: Segment and further prioritize your customers

– Prioritizing customers drives organizational focus

– CIHI’s customer segments were identified by their function on the value chain; sub-segments identified based on the specific role they play within a function

– Segments and sub-segments were prioritized and tiered using select criteria:

• Degree of influence on health system

• Extent CIHI is positioned to meet segment needs

– Prioritization is a relative assessment

between segments — does not denote

abandoning lower priority segments, but

rather shifting emphasis to focus efforts

The Customer Journey

13

www.cihi.ca

At the heart of data

CIHI Customer Segments

and Sub-segments

Customer Segments Priority Sub-segments

Tier 1

Funders Lower capacity jurisdictions

Policy makers Senior decision makers

Health services delivery managers Senior decision makers

Tier 2

Data providers Clinicians

Data analysts

Policy related researchers Policy-related researchers

Influencers

Tier 3

Other researchers

We can better serve our customers if we have a clearer focus on their distinct needs.

14

www.cihi.ca

At the heart of data The Customer Journey

> Step 7: Bring your customers to life

15

Fred the Funder

Padma the Policy Maker

Denis the Data Analyst

Dae the Data Submitter

www.cihi.ca

At the heart of data

> Step 8: Develop your action plan

– Multi year

– Cross-functional ownership

– BUT keep it simple

– CIHI’s action plan

• About 20 initiatives

• Examples: more integrated reporting across databases,

single sign-on, centralized customer services, enterprise-

wide service standards

• Each initiative has its own metrics

• Quarterly report to senior management and board

The Customer Journey

16

www.cihi.ca

At the heart of data The Customer Journey

> Step 8: Develop your action plan (cont’d)

– Now focusing on enterprise-wide service standards

• Building on current foundation

• Key principle: need to measure and report on progress in

open and transparent manner

• Examples:

– Response times to data/service requests

– Response times to e-mails and phone calls

– How customers are routed through the organization

– Onboarding process for new priority customers

– Training for all staff — generic and specific

– Formal customer complaint/comment program

– Weave into performance management

17

www.cihi.ca

At the heart of data

> Leadership support and alignment across

the organization

> Employee buy-in across the organization

> A simple, effective governance model for executing

on the Future State Customer Strategy

> Dedicated resources and clear accountabilities

for implementation of strategic initiatives

Critical Success Factors

18

www.cihi.ca

At the heart of data

> Clear communication and engagement plan,

in order to:

– Minimize disruption to operations and customers

– Mitigate risks of low employee engagement and morale,

public relations and reputational risk

– Elevate leadership expectations and performance

– Facilitate smoother transition to new way of operating

– Allow CIHI to build sustainable capacity and approach that

can be successfully replicated across initiatives

Critical Success Factors (cont’d)

19

www.cihi.ca

At the heart of data

20

Anne Cochrane

Director

Corporate Communications & Outreach

613-694-6385

[email protected]

www.cihi.ca

At the heart of data

Thank you

21