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Abstract
The value of a shared service organisation (SSO) is recognised in transactional functions across manufacturing, technology and finance. Successful application of an SSO in healthcare is limited, particularly in professional, non-transactional functions. This article explores the application, effectiveness and challenges of creating an SSO in a fast-paced, dynamic environment. The Department of Management Engineering & Internal Consulting (ME&IC), a team of engineering and consulting staff at Mayo Clinic, completed its SSO journey by leveraging lessons from Mayo Clinic and various industries. Methods to implement a successful SSO included a literature review, customer and leadership interviews, and cross-industry benchmarking. ME&IC converged and streamlined its services, expenses, infrastructure and service delivery; realised economies of scale; translated best practices; and optimised staff talent. The SSO enabled customer responsiveness and performance excellence by integrating talent, processes and technologies. An effective SSO supports policy standardisation, agile decision-making, strong change management, consolidation of shadow groups, resource alignment with strategic priorities and more accurate measurement and benefits realisation. To achieve success, SSO models must be adapted to organisation culture, leadership commitment and service delivery expectations. The systematic transition to an SSO and lessons learned by ME&IC are broadly transferable to professional groups across industries.
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Author's Biography
Jodi L. Grimm is Unit Manager in the Department of Management Engineering & Internal Consulting (ME&IC) at Mayo Clinic. She leads a team of health systems engineers who provide business consulting and management engineering expertise for clients across Mayo’s clinical practice, including systems analysis, design and implementation; re-engineering core processes; developing business strategies and assisting with planning; and supporting business transformation initiatives. Jodi serves as a leadership liaison for ME&IC with administrative partners across the organisation. At Mayo Clinic, Jodi has served in staff and leadership roles in the revenue cycle, compliance and, most recently, ME&IC. She has supported large initiatives, including design and development of a billing compliance programme. She has led organisation-wide policy and procedure development, strategic and operational assessments and multiple electronic health systems implementations. Jodi has received Mayo’s Quality Fellows Program Silver certification, which recognises competence in application of quality improvement methods and leadership of quality initiatives. She is the recipient of multiple Excellence Through Teamwork awards. Jodi has presented at national and international conferences, including The Institute for Operations Research and the Management Sciences (INFORMS) and INFORMS Healthcare and the Association of Internal Management Consultants conferences.
Janine R. Kamath is the Chair of ME&IC at Mayo Clinic. The strategic consulting and management engineering resources in ME&IC are responsible for systems analysis, design and implementation; re-engineering of core processes; and enabling business strategy, project management and business transformation initiatives. ME&IC provides business consulting and management engineering services to several areas at Mayo Clinic: clinical practice, research, education, administration and business development. Before joining Mayo, Janine was a manager at two large pharmaceutical companies. At Mayo, she has supported and led multiple initiatives related to Mayo’s electronic environment; facilities reintegration; operations optimisation; systems re-engineering; care model redesign; business development; and quality, safety and service programme. Janine is the president of the Association of Internal Management Consultants (AIMC) and a member of the INFORMS Roundtable. She was a course director for the Mayo Clinic Conference on Systems Engineering and Operations Research. Janine has presented at national and international conferences and educational programmes. She has had articles published in peer-reviewed journals and has authored book chapters and a book on the legacy of management engineering and consulting at Mayo Clinic. Janine actively participates in several professional organisations and has received multiple awards and professional commendations.
Jan C. Jasperson is a section head in the Department of Management Engineering and Internal Consulting (ME&IC) at Mayo Clinic. She is responsible for driving short-term and long-term strategic and operating plans that support Mayo Clinic’s strategic plan. Currently, she leads a large team of health systems engineers and project managers on one of Mayo Clinic’s largest initiatives to transition to a single-instance integrated electronic health record and revenue cycle management system. Jan is partnering with internal and external consultants to create the framework and lead the change management and communications efforts necessary to support change readiness activities for this transformational project. Previously, she worked in the neurological and neurosurgical intensive care unit as a registered nurse and nurse manager within the Department of Nursing at Mayo Clinic. She has been appointed Assistant Professor of Health Care Systems Engineering in recognition of her scholarly activities for Mayo Clinic. Jan is a member of HIMSS, has presented at local and national conferences, held the position of adjunct faculty at Saint Mary’s University and published in peer-reviewed journals on clinical topics in the field of neurology and neurosurgery as well as in the area of electronic health records.
Dorothy A. Larsen is Unit Manager in ME&IC at Mayo Clinic. She currently serves as a leadership liaison for several administrative partners across the organisation. She and her team of health systems engineers partner with multidisciplinary teams to develop and implement new patient care delivery strategies and products and services that connect Mayo Clinic with referring providers, health consumers and patients. During her career at Mayo Clinic, Dorothy has served in staff and leadership roles in nursing service, surgical services, human resources, revenue cycle and, most recently, ME&IC. She has received appointment to Instructor in healthcare systems engineering in recognition of her demonstrated promise of scholarly activities. She has also received Mayo’s Quality Fellows Program Gold certification, which recognises demonstrated success of competence, application and scholarship in quality excellence activity.
Citation
Grimm, Jodi L., Kamath, Janine R., Jasperson, Jan C. and Larsen, Dorothy A. (2020, March 1). Enabling a high-performing and sustainable shared service: The journey of a management engineering and consulting group. In the Management in Healthcare: A Peer-Reviewed Journal, Volume 4, Issue 3. https://doi.org/10.69554/BCPA7194.Publications LLP