Job Description

POSITION SUMMARY :

The EHR Portfolio Manager is responsible for day-to-day coordination and ongoing development of the BMC EHR IT Teams Portfolio.  Reporting directly to the ITS Sr. Director of the PMO, this position is responsible for the overarching EHR governance process throughout all the EHR Teams—including tracking and alignment of ongoing projects, programs, and tasks; and reporting of new, existing and completed projects.  Acts as the EHR representative through the IT PMO Governance process and is the EHR liaison ensuring IT PMO standards and workflows are developed with the EHR Team structure in mind.  Ensures the ongoing alignment of the teams for IT PMO project reporting requirements and daily workflows related to the expansion of the PPM system implemented for project and portfolio management tracking. Work closely with project managers, team leads, and other leaders across the health system to align on stakeholder and business expectations, goals, and strategies.  Implements and executes mature processes and procedures to establish, maintain, and monitor the EHR portfolio and communicates portfolio projects, programs, priorities and investments to the organization.  Responsible for developing and maintaining the EHR Roadmap, a multi-year EHR Strategic Plan that aligns with Sr. Leadership goals and priorities.

Position: EHR Portfolio Manager       

Department: EHR

Schedule: Full Time

Location: HYBRID-LOCAL

ESSENTIAL RESPONSIBILITIES / DUTIES:

EHR Executive Roadmap program

• Maintain 3-5 yr EHR roadmap, strategic alignment tools
• Facilitate annual EHR roadmap sessions with EHR directors and Hospital Exec Stakeholders
• Own continuous improvement of tools & process (driver diagram, annual exec roadmap/goal alignment discussions)
• Communicate/disseminate info from exec roadmap to impacted user group leadership and other stakeholders.

EHR Portfolio Management

• Track and monitor EHR project progress – baseline data, inter-project dependencies, milestones, costs, resourcing, etc.
• Assist and develop comprehensive business cases, clearly outlining project objectives, ROI potential, and strategic benefits to facilitate informed executive decision-making.
• Conduct financial assessments of proposed projects, ensuring optimal resource utilization and cost-effective implementation of technology solutions.
• Prepare program proposals, anticipated outcomes, and alignment with organizational objectives.
• Synthesize large and complex data sets into executive-ready summaries, presentations, and visualizations to support strategic decision-making and communicate key insights to senior leadership.
• Monitor Service Now INC/REQ queues to assist in triage and ensure all EHR teams are meeting SLAs.
• Facilitate annual EHR roadmap planning sessions with EHR directors (prior to capital budget season)
• Stay informed of hospital/system wide priorities to ensure work in EHR Portfolio is aligned.
• Work with application managers and team leads to ensure teams are keeping IT work tracking tools up to date (Planview and Service Now)
• Provide monthly, quarterly, annual EHR team wide report out on work stats to all stakeholder groups (internal & external)
• Keep aligned with ITS PMO on project management standards and IT governance process
• Establish and reinforce EHR Project Management standards and tools
• Assist  in assessing larger EHR strategic initiatives
• Facilitate weekly Epic PM meeting with Epic TS/BFF
• Perform project intake and prioritization and leveraging project scoring tool log to assess impacts to the portfolio
• EHR Program Committee
  • Facilitate monthly EHR gate 2 meeting (formerly EHR Interdisciplinary Committee)
  • Provide required report outs to IT Governance for all inflight work, completed projects, and new project demands being recommended by committee
  • Maintain and update committee charter, attendee list/invite, and other key documents
  • Continually strive to improve effectiveness of committee to help drive org wide goals
• Facilitate weekly EHR Portfolio/leadership meeting with all EHR managers, team leads, directors, CMIOs, CNIOs, key IT leaders and EHR PMs (accidental, PMO and consultant)
• Establish good product management principles and framework with leadership.

EHR Project Management and Leadership

• Mentor & Support EHR “accidental PMs” with using Planview and IT PMO project management standards (Waterfall and Agile)
• Assist EHR Resource Managers & PMs with ITS PPM tool Planview up to date via relevant key data points: work allocations for projects, Other Planned Work, etc.
• Guide and mentor project managers to enhance their skills and ensure successful project delivery

EHR Governance

• Ensure EHR governance framework, documentation and tools are maintained
• Ensuring all UG's are functional and effective
• Establish and reinforce UG facilitation Standards
• Help support and move forward data governance related to EHR products, knowledge management programs

(The above statements in this job description are intended to depict the general nature and level of work assigned to the employee(s) in this job.  The above is not intended to represent an exhaustive list of accountable duties and responsibilities required).

JOB REQUIREMENTS

EDUCATION:

• Bachelor’s Degree required.
• Master’s degree preferred.

CERTIFICATES, LICENSES, REGISTRATIONS REQUIRED :

• Certification as a Portfolio Management Professional (PfMP) a plus, but not required
• Epic Certifications a plus, but not required

EXPERIENCE:

• Minimum of 5 years hands-on experience in project/portfolio resource planning, reporting, prioritization, and budgeting
• Experience leading projects and programs within IT, as well as projects and programs that involved stakeholders outside IT (e.g. clinical organizations, health system business areas, vendors, etc.)
• Past experience that includes facilitation of project governance and responsibility for portfolio management and reporting
• Experience using project management and portfolio management tools and software is required
• Knowledge and experience with Epic, Service Now and/or Planview are strongly desired

KNOWLEDGE AND SKILLS:

• Fosters and builds a collaborative working relationship with various stakeholders
• Excellent oral and written communication skills with the ability to adjust presentation style to suit  intended audience
• Ability to lead staff in both team and independent settings
• Knowledgeable of project (e.g. PMBOK) and portfolio management best practices with the ability to adjust and implement within the organizational culture.
• Working knowledge of Agile project, product and portfolio management
• A strong working knowledge of Microsoft Office products
• Must be willing to challenge customers to better understand their needs
• Ability to challenge the various stakeholders involved in project governance
• Expert in project portfolio financial management
• Competent in project and portfolio governance
• Demonstrated experience managing large project portfolios including projects that have high visibility and risks

Equal Opportunity Employer/Disabled/Veterans

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