HomeMy WebLinkAboutMINUTES - 08212012 - C.64RECOMMENDATION(S):
Accept report from the Employment and Human Services Department on the Office of the Future Project, as
recommended by the Family and Human Services Committee.
FISCAL IMPACT:
None.
BACKGROUND:
On August 6, 2012 the Employment and Human Services Committee reported to the Family and Human Services
Committee on the Office of the Future Project.
To address challenges to providing the highest level of customer service to the citizens of Contra Costa County, the
Department began the Office of the Future Project in September 2011. The attached report provides background,
issues, major initiatives, strategy and the vision of the future.
The written report and a PowerPoint presentation is attached.
CONSEQUENCE OF NEGATIVE ACTION:
None.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 08/21/2012 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Dorothy Sansoe,
925-335-1009
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the
Board of Supervisors on the date shown.
ATTESTED: August 21, 2012
David Twa, County Administrator and Clerk of the Board of Supervisors
By: Carrie Del Bonta, Deputy
cc:
C. 64
To:Board of Supervisors
From:Family and Human Services Committee
Date:August 21, 2012
Contra
Costa
County
Subject:Accept Report on the Office of the Future
CHILDREN'S IMPACT STATEMENT:
Not applicable.
ATTACHMENTS
Report
Slide Presentation
f
Terry Speiker, Interim Director
40 Douglas Dr., Martinez, CA 94553 Phone: (925) 313-1579 Fax: (925) 313-1575 www.cccounty.us/ehsd.
MEMORANDUM
DATE: July 30, 2012
TO: Family & Human Services Committee
CC:
FROM: Wendy Therrian, Workforce Services Director
SUBJECT: EHSD “Office of the Future” Project Overview
BACKGROUND
The Employment and Human Services Department (EHSD) has been challenged with providing the
highest level of customer service to the citizens of Contra Costa County given the volume of clients
and compliance standards and requirements set by federal, state and local government. In light of
recent economic conditions, the Department has experienced unprecedented public demand for
financial, food and medical assistance. Due to budgetary reductions, diminished staffing levels, and
segmented business systems; this client demand has overwhelmed the capacity of the Department
to maximize timely assistance and a positive customer experience.
Key Issues
Many key service delivery issues currently face the Department. The overriding critical issue is to
readily serve the high number of individuals applying and receiving benefits at the EHSD District
Offices and to reduce the long wait times associated with these visits. Depending upon the time of
the month and the specific office, wait times can vary between five minutes and two hours.
Other key service delivery issues include:
• Client phone calls come through multiple phone numbers providing for an inconsistent client
experience
• Calls are frequently routed to worker voice mail (up to 80% of all client calls.)
• Calls forwarded to worker voice mail may not be readily returned due to workload and result
in an escalation of issues to supervisors.
• Several visits may be necessary for clients to complete the application process
• Manual appointment scheduling and rescheduling is done by individual workers and
reception staff. Much time is spent on rescheduling appointments as approximately 60% of
all appointments are rescheduled.
Family & Human Services Committee
August 6, 2012
Page 2 of 7
• Document-imaging processes are not standardized and currently do not fully meet the
business process needs to ensure timely service to applicants. All new applications are
completed using paper documents and are sent off-site to the document-imaging vendor,
IKON. Immediate access to client applications/documents is not possible in the current
environment as these documents are sent off-site for scanning and indexing. Other
document-imaging is performed internally.
• AccessCalWIN Integrated Voice Response (IVR) which allows clients to automatically
access case information 24 hours a day is underutilized.
• BenefitsCalWIN.org is the web portal through which we receive on-line applications. This
portal has broader capacity for utilization and is another means by which the public may
apply for public benefits.
• Appointment scheduling is isolated to only individual district offices and is not set-up for
county-wide appointment scheduling.
Major Initiatives
EHSD has many projects either implemented or currently underway to develop new technology
solutions and to re-engineer business processes. These efforts/projects have not been fully
coordinated as part of a single business strategy. Specifically the major initiatives that are underway
include:
• Access CalWIN IVR and BenefitsCalWIN
• On-Line Client Rights and Reporting Responsibilities Video
• Electronic Signage in the District Offices Reception Area
• On-line Appointment Scheduling System
• Medi-Cal Service Center
• District Office Reception Kiosks
• Multi-Purpose Intake Workers
The synchronization of these efforts is critical to ensure seamless transitions in processes and the
ability to leverage complementary solutions.
In an effort to address these challenges and to enhance its service delivery model in order to best
serve the growing numbers of Medi-Cal, CalFresh and CalWORKs clients, EHSD contracted with
InTelegy Corporation who has worked with several other counties throughout the State in developing
and implementing needs-based solutions to address service delivery challenges.
STRATEGY AND PLAN
In September 2011, EHSD working with InTelegy finalized a strategy and plan to redesign the client
application process or Intake and to re-engineer the Intake business processes in the district offices
for the major benefit programs. This strategy and plan also included enhanced re-alignment of the
Department’s new technology efforts such as those listed above.
The objectives outlined in the strategy included:
1. Modernize EHSD to be the Office of the Future to standardize and streamline service
delivery/business processes across all District Offices.
Family & Human Services Committee
August 6, 2012
Page 3 of 7
2. Improve the public’s experience by providing multiple points of access for clients to more
efficiently and effectively obtain benefits.
3. Improve the working environment for EHSD staff by providing state-of-the-art tools and
creating streamlined and consistent processes by which to better manage work.
4. Allow for increased efficiency and flexibility in operational service delivery through the ready
deployment of staff where and when needed.
5. Leverage the time and resources expended on other Department major initiatives through
the inclusion and coordination with the Office of the Future for maximum benefit to clients.
6. Implement and maintain a competitive private sector business model. Promote an
environment where we “Compete for our Customer’s Business.”
Vision for the Future
The vision for the Office of the Future includes the design and implementation of a new Intake
needs-based operation within all five District Office locations with streamlined processes and
technologies.
In support of this improved client experience, EHSD will implement and integrate appropriate Client
Needs-Based Service Delivery technology and supporting processes:
• Telephony implementation that includes Automated Call Distribution (ACD) which will
allow for the automatic, systematic routing of calls directly to available workers and an
Auto-Dialer feature which will automatically send out appointment message reminders
to clients.
• Document-imaging (scanning and indexing) of all client documents at the point-of-
entry for service..
• District Office lobby self-help stations for clients (or kiosks) and electronic signage.
• A Task Management Tool (TMT) that will allow for the electronic assignment and
tracking of specific work tasks to be accomplished by staff under Office of the
Future.
• A new Appointment Scheduling process for the electronic, county-wide scheduling of
client appointments.
• Lobby Management technology for effectively managing the flow of clients through
the lobby. This provides real time statistics as to how many clients are waiting in the
lobby and the reasons for their visit. This technology also captures historical reports
that will allow us to match our resources with lobby traffic patterns.
• Operations Improvement Tools (Call Recording, Work Force Management Case
Comment Narrative). The primary purpose of the Call Recording Tool is to capture
the phone conversation of our clients when they call for assistance. We will use this
information to evaluate and provide training for our phone workers.
Family & Human Services Committee
August 6, 2012
Page 4 of 7
• Work Force Management collects historical trends with client calling patterns and
forecasts when clients will call. We will use this information to schedule workers to be
available for phone calls when we anticipate clients will call us.
• The Office of the Future requires that each worker thoroughly document the actions
they take on each case. The Case Comment Narrative is a template that enables
workers to provide consistent and complete case comments in a timely manner.
The vision for the Office of the Future and the planned implementation assume the recognition of
the following benefits:
Benefits to Clients
¾ Redesign of the Client Experience to include
• More efficient, consistent and client friendly District Office lobbies
• Expanded call handling operation to include more prompt answering of Intake calls
• Change in the Intake workflows from an application-based to a client needs-based
service delivery model
First contact resolution by assigning applicant needs directly to available staff
through a Task Management Tool (TMT) thereby avoiding the time and resources
spent in appointment scheduling and rescheduling.
¾ Improve Client Satisfaction and Access
• Client wait times for benefits issuances improved assuring timely eligibility determination
• Client calls handled by workers with immediate access to electronic files with a system
emphasis for first contact resolution
• Increased program participation rates due to improved client experience
Benefits to Staff
¾ Improve Employee Satisfaction
• Intake staff able to focus on specific applications through completion with better support
from lobby processes
• The burden and stress on eligibility staff will be minimized with better tracking of tasks
assigned and work completed; workers will have more protected time for focused
interview and application processing activities, while not sacrificing customer service
• When workers are out of the office on vacation or sick leave, they will not be assigned
new work and will not have a backlog of uncompleted work when they return.
• Intake phone workers will have expanded program knowledge and will have their time
diversified through work spent on the phones and with application processing.
Family & Human Services Committee
August 6, 2012
Page 5 of 7
Benefits to Management
¾ Improve Efficiencies and Management Visibility
• All Intake work with application processing and phone call handling will be managed
through a single reporting structure.
• Flexible workload distribution structure allows for the workforce to be deployed where the
focus is needed. This will ensure that the most critical activities are completed on time.
• Elimination of redundant work caused by less effective processes. Call backs to clients
will be largely eliminated and appointment rescheduling minimized.
• Enhanced management visibility and supervisor oversight through needs-based
monitoring tools that will allow for a rapid response to developing circumstances.
DESIGN AND BUILD
After completion of the Strategy and Plan, the EHSD management team launched a Design and
Build effort to implement the Office of the Future.
With support from InTelegy, this phase has been lead by Managers, Supervisors, Workers, Clerks,
and specifically appointed Union Representatives across all five district offices. The effort has been
divided into seven (7) Design and Build committees. In the committees, staff are directly involved in
business and service delivery process development and decision-making, technology planning, and
determining future staff roles and responsibilities. At present, this effort is focused on the initial
Office of the Future pilot in the Hercules District Office which is intended to test processes and
technologies to ensure success before rollout to the other district offices.
The Design and Build committees are:
• Steering
• Operations
• Workflow- Process Redesign
• Communications
• Training
• Technology and Document Imaging
• Facilities
Significant effort on the part of the EHSD Executive Team has also been invested in the Design and
Build phase including communication with our union partners. Union briefings and updates have
been held on the Office of the Future on November 4, 2011 and again on April 2, 2012. Meet
and Confer sessions with each of the unions are being scheduled in August and September to
provide updates and input, share decisions, and to address questions and concerns regarding
impending business process changes.
Implementation Plan and Timeline
As a part of the Design and Build phase, a rolling launch schedule was created that addresses the
introduction of each office to the Office of the Future in three major areas: 1) Lobby Re-design; 2)
Point of Entry Scanning; and, 3) Needs-Based Business Process changes.
Family & Human Services Committee
August 6, 2012
Page 6 of 7
One key component of the Office of the Future plan includes the pilot of processes and technology
tools at one District Office and the testing and assessment of these processes and tools prior to
rollout to the remaining District Offices and staff. This will ensure adjustments can be made before
the next rollout and that the final implementation of the Office of the Future is most efficient and
effective with the support of staff and client feedback.
¾ Implementation will start with a Pilot in the Hercules Office
• Lobby re-Design and processes implemented on July 18, 2012.
• Point of Entry Scanning to be implemented on September 19, 2012.
• Call handling and the Needs-Based Intake process to be fully implemented on
October 17, 2012.
• Assessment of the processes and technology will be managed by a Transition
Committee which includes technology testing and process testing and modifications.
¾ Roll out plan to other offices will be contingent on the success of the pilot and the
implementation of the required changes
• All staff will be provided training on new processes and technologies as their offices
launch.
• Ongoing employee communication initiatives including newsletters and presentations
are helping to ensure that all staff are kept aware of the Office of the Future plans
and progress.
Phase Rollout of the Office of the Future Lobby Launch
Point of Entry
Scanning
Needs Based
Operation
Hercules 7/18/2012 9/19/2012 10/17/2012
Pleasant Hill 11/13/2012 11/3/2012 2/13/2013
Richmond 12/10/2012 1/5/2013 3/13/2013
Brentwood 1/23/2013 2/2/2013 4/17/2013
Antioch 1/23/2013 3/18/2013 5/15/2013
Project Status
• The Hercules Lobby Re-design launch the week of July 18 was successful.
• The implementation of upfront scanning is scheduled for September in Hercules.
• The Task Management Tool (TMT) will be ready for User Acceptance Training in August.
• We do not anticipate any major issues as we move to the October implementation date.
Because of the continuing economic conditions and the external pressures to improve, EHSD is
making a concerted effort to address the recent challenges of providing excellent customer service
Family & Human Services Committee
August 6, 2012
Page 7 of 7
to clients and to remain in compliance with federal, state and local requirements. EHSD has
undertaken multiple technical and business solutions that are in the process of being planned,
coordinated and implemented. EHSD is striving to enhance the client experience, increase
efficiencies and modernize the work environment for staff as we create the Office of the Future.
Contra Costa County EHSD
Introducing the
EHSD Office of the Future
Project
Copyright InTelegy Corporation 2012. Internal Document.
presented to the
Board of Supervisors Family and Human Services Committee
August 6, 2012
1
EHSD Office of the Future
Improving client and employee satisfaction
Key Issues &
Objectives
Project
Overview Future Client
Experience
Copyright InTelegy Corporation 2012. Internal Document.
4 Pilot and
Assessment
2
Key Issues & Objectives
Innovate, expand and improve
Copyright InTelegy Corporation 2012. Internal Document.
3
EHSD Executive Objectives for Service
1.Modernize the Contra Costa County Employment and Human Services department to be
the “Office of the Future”- standardize processes across all offices.
2.Improve the current client experience and allow clients multiple access points to more
efficiently and effectively obtain their benefits.
3.Improve staff work experience by managing workload, support their process with
modernized tools and ensuring the most efficient processes
4.Efficiency and flexibility in operations- utilize staff where and when they are needed
Treat each customer in a consistent, timely and professional manner
Treat each application promptly and without errors
5.Include and coordinate the current modernization projects in order to leverage the time
and resources expended for maximum benefit to the client. The current projects are:
Access CalWIN and Benefits CalWIN
Forms on Line, On-Line Rights and Responsibilities Video
Electric Signage in Reception Area
Medi-Cal Call Service Center
Reception Kiosks
Multi purpose intake workers
6.Develop and maintain a competitive/ private sector business model “Compete for our
customer’s business.”
Copyright InTelegy Corporation 2012. Internal Document.
4
EHSD Service Delivery Key Issues
Copyright InTelegy Corporation 2012. Internal Document.
•Client calls can come through multiple phone
numbers, no consistent experience
•70%-80% of client calls are forwarded to worker voice
mail
•Calls to workers that go unanswered or unreturned
due to workload; often escalate to supervisors
•Wait times in lobby can range between 5 min-2
hours, depending on lobby or time of month
•Client must return to lobby several times to complete
application process
•Appointment scheduling and rescheduling done by
individual workers and reception clerical staff-
(approximately 60% appointments are rescheduled)
5
EHSD Service Delivery Key Issues
Copyright InTelegy Corporation 2012. Internal Document.
•Paper applications and verifications distributed; immediate
access to client documents not possible, potential for
mishandled/lost documents
•Two document imaging processes in place: The IKON
outsource contract does not affect Intake as the
applications are not scanned until approved. Localized
scanning is done for document transfer, but not centralized
•Access CalWIN Integrated Voice Response (IVR) which
allows clients to access case information 24 hours a day is
underutilized
•BenefitsCalWIN.org is the web portal through which we
receive online applications. Presently this is underutilized.
18.5% of applications come via online
•Appointment scheduling is isolated to each district office
and is done manually
6
Working together, learning from others, rethinking the future
Copyright InTelegy Corporation 2012. Internal Document.
Project Overview
Design and Build Committees
7
Design and Build Committee Structure
With Union Representation
Executive Oversight
Committee
Exec Sponsor: Terry Speiker,
Interim EHSD Director
Technology
Lead: Dave
Eisenlohr
Communications
Lead: Pam Phillips
Training
Lead: Deborah Polk
Operations
Lead: Roxane
Foster
Workflow
Lead: Renee
Giometti
Steering Committee
Lead: Wendy Therrian
Task
Management
Tool
Lead: Anna Pineda-
Martinez
Facilities
Lead: Hoa Van
8
•Committee leadership provided by
Managers on seven Design and Build
Committees
•Supervisors, Workers, Clerks, and
specifically appointed Union
Representatives across all five district
offices participate in the working
committees.
•All staff will be provided training on new
processes and technologies as their offices
launch.
Involving Staff in our Future
Design and Build through
staff leadership
On focused committees
Copyright InTelegy Corporation 2012. Internal Document.
9
•Ongoing employee communications
activities underway including newsletters
and presentations.
•Office of the Future pilot planned to test
processes and technologies to ensure
success.
Involving Staff in our Future
Design and Build through
staff leadership
On focused committees
Copyright InTelegy Corporation 2012. Internal Document.
10
•Provide overview and direction to the
design and build effort
•Provide direction for Change Management
strategies and employee communication
•Identify and provide required resources
and budget approval
•Ensure that all committees remain
focused on objectives
•Function as final decision maker and
signature authority
•Receive and resolve escalated issues;
manage project risks
•Direct communication with labor
Executive Oversight Committee
Design and Build through
staff leadership
On focused committees
Copyright InTelegy Corporation 2012. Internal Document.
11
•Comprised of committee leads and other
key stakeholders
•Ensure that committees are focused
•Provide overall leadership, guidance,
support and direction
•Formulate final business model
•Finalize volume assumptions and staffing
•Approve major deliverables and
recommendations
Steering Committee
Design and Build through
staff leadership
On focused committees
Copyright InTelegy Corporation 2012. Internal Document.
12
•Define clerical processes and responsibilities-
focus on point of entry scanning and
simplification of workflow
•Define Call Handling Processes, scripts and call
coding
•Define organization structure
•Delineate Staff Roles and Responsibilities
•Create Quality Task and Call Review policies
and tools
•Define Reporting requirements; develop
Dashboard Reports
•Define Outcome Measures and Key Metrics
Benchmarks
•Define Supervisor Metrics Management
responsibilities
Operations
Design and Build through
staff leadership
On focused committees
Copyright InTelegy Corporation 2012. Internal Document.
13
•Develop procedures and supporting
documentation with objective to minimize
hand offs and simplify application processes
for clients
•Workflows for the initial client experience for
intake clients
•Workflows for the intake interview and
subsequent processing
•Determine the process and procedures for the
distribution of workload in the needs-based
model
•Plan for integration with ACCESS and Benefits
CalWIN
Workflow- Process Redesign
Design and Build through
staff leadership
On focused committees
Copyright InTelegy Corporation 2012. Internal Document.
14
•Communications
–Office of the Future Communications Plan
–Lobby signage encouraging the use of
BenefitsCalWIN.org and ACCESS CalWIN
•Training
–Pre-Launch training requirements for cross
training
–Office of the Future Training Calendar
–Soft Skills curriculum customization
–Technology training coordination and
curriculum development
–Coordination and training delivery
Communications & Training
Design and Build through
staff leadership
On focused committees
15
•Technology
–Plan and implement all technology tools in
support of the Office of the Future
•Imaging
–Develop plan for implementing document
imaging at the point of entry (Mail Room,
Lobby)
–Develop detailed process diagrams for central
mail and lobby mail and verification drop off
–Workload distribution
Technology & Document Imaging
Design and Build through
staff leadership
On focused committees
Copyright InTelegy Corporation 2012. Internal Document.
16
•Implemented improvements for
Hercules Lobby
–Furniture
–Flooring
–Technology
•Created launch readiness template
for future sites
•Implement facility improvements in
other District Offices
Facilities
Design and Build through
staff leadership
On focused committees
Copyright InTelegy Corporation 2012. Internal Document.
17
Interface with Unions
•Briefings on Office of the Future with
all unions present:
November 4, 2011 and April 2, 2012
•Meet and Confer to be scheduled to
discuss OOF topics specific to each
union in August-September 2012
•Bureau Director is meeting monthly
with Local 1021
•EHSD is working closely with County
Human Resources and EHSD’s
Personnel Division
Office of the Future
Processes
•Rethink every client interaction
EHSD Office of the Future
Copyright InTelegy Corporation 2012. Internal Document.
Future Client
Experience
19
Design and implement an Intake needs based operation within all
five district office locations with streamlined processes and
technologies- Office of the Future
Redesign the client experience
•Redesign the walk in client experience to be more efficient and customer
friendly, consistently in all offices
•Create call handling operations to include intake calls; ensure adequate
staffing levels
•Change the intake workflows from application or case based to a client
needs-based business model
•Client need assigned via Task Management Tool to flexible staff with first
contact resolution, thus avoiding appointment rescheduling process
•Client hand offs and multiple step eligibility processing reduced
Vision for the future
Copyright InTelegy Corporation 2012. Internal Document.
20
Build the Office of the Future utilizing streamlined processes and technologies
in a staged implementation plan.
Implement and integrate appropriate Client Needs-Based Service Delivery
technology and supporting processes
•Telephony implementation that includes Automated Call Distribution (ACD)
•Document imaging of all documents at the point of entry
•Lobby self-help stations and electronic signage
•Task Management Tool (TMT)
•Appointment Management and Lobby Management technology
•Operations Improvement Tools (Call Recording, Work Force Management, Case
Comment Narrative)
Vision for the future
Copyright InTelegy Corporation 2012. Internal Document.
21
Benefits
•Improve Client Satisfaction and Access
•Client wait time for benefits issuances maintained or improved; applications completed on time
•Expanded call handling operation to include more prompt answering of Intake calls
•Increased participation rates due to improved client experience
•Improve Employee Satisfaction
•Intake staff able to focus on specific applications through completion with better support from
lobby process and focused assignment of applications by type
•The burden and stress on eligibility staff will be minimized with better tracking of tasks assigned
and work completed; workers will have more protected time for focused interview and
application processing activities, while not sacrificing customer service
•When workers are out of the office on vacation or sick leave, they will not be assigned new
work and will not have a backlog of uncompleted work when they return.
•Intake phone workers will have expanded program knowledge and will have their time
diversified through work spent on the phones and with application processing
22
Benefits
•Improve Efficiencies and Management Visibility
•All Intake work with application processing and phone call handling will be managed through a
single reporting structure
• Flexible workload distribution structure allows for the workforce to be deployed where the
focus is needed. This will ensure that the most critical activities are completed on time.
• Elimination of redundant work caused by less effective processes. Call backs to clients will be
largely eliminated and appointment rescheduling minimized.
• Enhanced management visibility and supervisor oversight through needs -based monitoring
tools that will allow for a rapid response to developing circumstances.
23
Putting it all together in the
EHSD Office of the Future
driven by client needs
Exciting new transitions
Take a look
Copyright InTelegy Corporation 2012. Internal Document.
24
EHSD Office of the Future
COMMUNITY BASED
ORGANIZATIONS
CALLS TO
ONE NUMBER
CLIENT WALK-INS
AND IN-PERSON
INTERVIEWS
SELF SERVE
WEB
Client Receives Benefits Phone interviews:
inbound &
outbound
Benefits CalWIN
Applications
In-person interviews
Application support
In-person
support Task Assignment •Recorded information
•IVR - Integration for case info
and updates
•Online applications
•Lobby phones to phone support
•Self check-in
•Workstations for online
applications
MAIL/DOCS
HANDLED AT POINT
OF ENTRY PHONE SUPPORT IN PERSON SUPPORT Access Channels Self Help Assisted Help Problem Resolution Benefits Issuance
EMAIL CLIENT
COMMUNICATION
25
Copyright InTelegy Corporation 2012. Internal Document.
4 Incremental Change…
Pilot Office and
Assessment Process
Copyright InTelegy Corporation 2012. Internal Document.
26
Pilot Process
Copyright InTelegy Corporation 2012. Internal Document.
•Implementation will start with a Pilot in the Hercules
Office
•Lobby processes implemented first -July 18, 2012
•Point of Entry Scanning – September 19, 2012
•Call handling and task based intake process will
be fully implemented- October 17, 2012
•Assessment of the processes and technology will be
managed by an OOF Transition Committee
•Technology testing
•Process testing and modifications
•Roll out plan to other offices based on success of pilot
and implementation of changes required
27
Project Timeline Rolling Launch
Lobby, Scanning and Needs Based Operations
Lobby LaunchPoint of Entry ScanningNeeds Based OperationMonthsJuly 2012 September
2012
August
2012
October
2012
November
2012
December
2012 May 2013April 2013March
2013
February
2013
January
2013
Hercules
07/18/12
Pleasant
Hill
11/13/12
Richmond
12/10/2012
Hercules
09/19/12
Brentwood
01/23/13
Antioch
01/23/13
Pleasant
Hill
11/16/12
Richmond
01/05/2013
Brentwood
02/02/2013
Antioch
03/18/2013
Hercules
10/17/12
Pleasant
Hill
02/13/13
Richmond
03/13/13
Brentwood
04/17/13
Antioch
05/15/13
ACD
Implementation
Oct. 2012
Healthy Families
Implementation
Jan 2013
Appt. Scheduling,
Check-In Kiosk &
Signage
Feb. 2013
Project Timeline
•Design and build began September 2011
•Full committee structure expected to continue through 2012.
Modified committee structure planned through June 2013 to
support all office roll outs.
•The Hercules lobby launched the week of July 18 was
successful
•The implementation of upfront scanning pilot is scheduled for
September 2012
•Task Management Tool will be ready for User Acceptance
Training in August 2012
•We do not anticipate any major issues as we move to the
October 2012 implementation date.
Where are we now?
Hercules Lobby Launch
30
Lobby seating
and windows
Before After
Client Check In
Before After
What are they saying about our changes?
Copyright InTelegy Corporation 2012. Internal Document.
Clients:
•The lobby is more organized
•Quicker service
•It’s different
•I like being welcomed and directed by the greeter
•Very professional
Staff:
•The kiosk makes it easier for the Reception Staff to
know who is the next person to be served.
•Better customer service
•Like the chairs at the courtesy phones
•Plenty of seating
•More professional, not as humiliating
31
We are excited!
EHS Office of the
Future
Copyright InTelegy Corporation 2012. Internal Document.
Thank you!
For more information:
Pam Phillips, EHSD Project Manager
PPHILLIP@ehsd.cccounty.us
(925) 677-3003
Kevin Blatter, InTelegy Senior Consultant
kblatter@intelegy.com
(925) 708-4280
32