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The Complete Quality Improvement Software Checklist

Posted by Brittany Currier

Apr 29, 2020 9:00:00 AM

Business meeting in a virtual space conceptual business illustration.Most people don’t purchase quality improvement software solutions very often. So if you are in the market for a way to support your QI efforts, but you’re not sure where to begin, you are not alone. Fortunately, you’ve come to the right place.

This post will detail all of the features that you should expect to find in a quality improvement platform. Not all of them will be essential for your current needs, but if you select a solution that covers all the bases, you’ll be in great shape as your organization changes over time.

Simple Improvement Submission

It is smart to offer employees a variety of methods for capturing improvements. This helps engage the entire organization in quality improvement, regardless of their role or location. Be sure you can collect improvements via:

✔  Web Application


✔   iOS App

✔  Android App

Attachment Storage

Your improvement platform should serve as the one place for all improvement knowledge, Standard Work, and documentation.

✔   Image Attachments

✔   File Attachments

✔   Links

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User-Friendly Interface

Once your quality improvement software has been selected, the biggest hurdle you will face is user adoption. Set yourself up for success by choosing a system that your team will love.

Minimal Training Requirements

✔   Easy for Staff to Use

   Easy to Manage and Organize Data

✔   Kiosk Mode (Ideal for organizations without individual workstations)

   Role-based View Simplification

Incident Capture

Quality improvement requires making sure that steps are taken to prevent the recurrence of every incident. It makes sense to manage incident reporting and improvements in the same platform.

✔   Private Incidents

✔   Maintenance Requests

✔   Safety Issues

Organizational Alignment

Your quality improvement efforts should be in lock-step with the strategic business goals of the organization. QI software can help ensure that everyone is rowing in the same direction.

✔   Align Improvement with Strategy Deployment

   Customized Input Templates

✔   Assign Improvement Author Credit

✔   Assign Executive Sponsors to Projects

Streamlined Improvement Project Management

One of the most important benefits of quality improvement software is that the structure ensures that projects will be completed more quickly. The following features are essential for achieving that goal.

   Task Management

   Dependency Workflows

✔   Customizable Prioritization Settings

✔   Scheduling

   Project Ownership

✔   Email Responses to Comments

   Configurable Approval Workflows and Milestones

   Activity Logs

✔   Customizable Layout

   Set Future Review Dates

Visual Management

People understand visualized data much more quickly and thoroughly than text. Your quality improvement software solution should take the friction out of communication with strong visual management.

Team Metrics

   Visualized View of Task Load and Activity Level for All Users

✔   Calendar View

✔   X-Matrix View

✔   Kanban View

✔   Team Dashboards

✔   KPI Charts

✔   Bottleneck Identification

   Huddle Boards


Quality management is a team sport. This set of features is essential for keeping your team connected and in sync.

   Smart Notifications (Desktop, Email, and Application)

✔   Opt Into Action and Topic-Based Notifications

✔   Improvement and Project Based Discussion Forums

   Systemized Improvement Management


It is important to keep in mind that the reports you get out of a QI software solution are just as important as the data you put into it. Robust reporting is the key to better decision making.

   Organization-wide Reports

✔   Team Reports

   Individual Reports

   Impact/ROI Reports

   Employee Time Tracking

✔   Investment Tracking

✔   ROI Forecast and Target Projection

Charts and Data

Several standard charts are commonly used to measure and track quality improvement activities. The software you select should support all of the following even if you aren’t using them today:

   Control Charts

   Run Charts

✔   Bar Charts

✔    Pareto Charts

  Goal Charts

   Bowling Charts

✔   Chart Annotation

   Excel Data Import

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Qualitative & Quantitative Impact Measurement

We know from our experience with clients that those that focus on measuring the impact of quality improvement get more engagement and executive support. The solution should help capture:

✔   Financial Impact

   Time Savings

✔   Safety Improvement

   Satisfaction Improvement

✔   Quality Improvement

   Project ROI

Culture Measurements

With the right solution in place, the health of your culture of quality does not need to be a mystery. You can gain tremendous insight by tracking improvement activities.

   Activity Reports

✔   Cycle Time Reports

✔   Success to Targets

✔   Engagement Scoring

Technical and Security

Performance, reliability, and security is a crucial part of any software evaluation. Quality improvement software must be well protected from unauthorized access. Look for:

✔   HTTPS/SSL Data Transfer

   Encryption at Rest

✔   Ongoing, Formal, 3rd Party Penetration Testing

✔   SAML 2.0 (Single Sign-On)

✔   Advanced Password Configuration

✔   HIPAA Compliance

✔   Content Restricted Emails

✔   Audit Logs

This is a long list, but if you can check off every one of these items, you’ll know that the solution has the capabilities needed to support your team over the long-term, no matter the challenge that comes along.


Topics: Software, Quality, Continuous Improvement Software

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