• In a smaller, rural healthcare organization, each staff member wears many hats, and we needed a Project Portfolio Management system that would allow all leaders – those with a background in improvement science and those without – to successfully implement improvement projects. COMPASS provided us with such a system – it has the capability to guide users through every step of process improvement – from idea and business case development, to following the steps of proven improvement methodologies (such as DMAIC or PDSA), to monitoring measures of success over time. Tools and tutorials are built into COMPASS, so Project Leaders have “help” along the way – they needn’t be Black Belts to lead their own teams.
• COMPASS is an “electronic history book,” of sorts – we can easily view (and celebrate) every improvement we’ve implemented since 2014.
• I’ve found COMPASS support to be exceptional – when I have questions or need assistance, the response is always timely and thorough. Review collected by and hosted on G2.com.
We’ve used COMPASS for two years, and while the system has consistently worked well for us on the front end (idea submission and prioritization of projects), we have faced some challenges with adoption once the project has been approved and launched. Users would like to see:
• Better “connectivity” between the DMAIC/PDSA checklists, the tools, and the tutorials (ie, “This tool would be helpful at this stage. Click here for a tutorial on the tool. Click here to use the tool.”)
• “Just-in-time” training that’s quick and easy to find (the training that’s available in the system is excellent but extensive – what if I just need a quick “refresher” on a specific tool?).
• Tools that can be more easily manipulated.
From a project management standpoint, I would love to see:
• Enhanced data capture. For most of our projects, we’re tracking multiple measures (quality, efficiency, financial) quarterly over the course of two years. COMPASS doesn’t provide fields for multiple measures over time.
• More robust reporting. See above – ideally the measures that are captured in COMPASS would pull into a report, which could be customized and could include narrative.
Currently, all of my data collection and reporting exist in Excel, independent of COMPASS. Review collected by and hosted on G2.com.



