Implementer Report

Rapid implementation of Microsoft Teams in response to COVID-19: one acute healthcare organisation’s experience

Abstract

Background COVID-19 presented significant challenges to healthcare organisations, which needed to rapidly remodel their services but were unable to allow staff to meet face to face to minimise infection risk. During this communication predicament, National Health Service (NHS) Digital announced the provision of Microsoft Teams, a digital communication and collaboration tool, which was implemented at Royal Free London NHS Foundation Trust within 2 weeks.

Method Given the need to deploy at scale, rapidly and with minimal resource, an agile decentralised innovation management approach was used, empowering staff to be local implementors.

Results Resulting use cases were highly original and varied, ranging from a COVID-19 Education Programme to coordination of oxygen demand. Analytics showed rapid and persistent adoption, surpassing 500 daily active users within 11 days. Usage continues to increase, consistent with a direct network effect.

Conclusion These findings suggest a high demand for this format of communication and high willingness to adopt it. Further qualitative research into staff perceptions would be valuable to confirm this, and to assess the user experience.

Overall, this has been a radical approach to digital implementation in healthcare, and has so far proved effective in delivering a cost minimal, rapid communication tool at scale in the midst of a global pandemic.

Introduction

Royal Free Hospital admitted its first COVID-19 positive patient on 9 February 2020. The challenge of the pandemic then grew exponentially. At its peak the Royal Free London National Health Service (NHS) Foundation Trust was seeing 93 patients with a confirmed COVID-19 infection per day requiring up to 689 inpatient beds across two acute hospital sites; with an average staff absence rate of 1282 staff per day, equivalent to over 10% of the organisation’s workforce.

In response the organisation rapidly remodelled. Clinicians were reallocated to different specialities and roles, facilities repurposed to provide new in-patient and intensive care unit (ITU) capacity, administrative staff redeployed, routine elective activity postponed or cancelled and outpatient clinics moved to non-face-to-face modalities.

Typically during such a large organisational challenge, effective communication is paramount. However, this particular crisis had the added complication that staff were instructed to avoid meeting in person and, instead, to work from home wherever possible, to minimise contagion risk. As a result, traditional face-to-face communication methods were no longer available or to be relied on, and existing digital communication tools were not approved for professional use due to information governance concerns. For example, WhatsApp was not felt to be compliant with NHS England’s guidelines ‘on the use of instant messaging software in acute clinical settings’1 due to the inability to remotely delete messages or schedule automatic message deletion, and Zoom had come under significant public scrutiny of its data security at the time.2

During these difficult circumstances, NHS Digital announced free provision of Microsoft Teams across the NHS to assist in the COVID-19 response.3 Microsoft Teams is a digital communication and collaboration software tool, available in both mobile and computer application formats, protected and monitored within the NHS Secure Boundary.3 Its headline features include group video calls for virtual meetings, instant messaging and presence, document collaboration and version control, and discussion forums (called ‘channels’) organised into groups called ‘teams’. In light of the pressure on healthcare organisations its use in transmitting patient identifiable clinical information was approved.

Coincidentally, prior to the pandemic the organisation had been conducting an options appraisal of digital clinical communication tools, and Microsoft Teams had emerged as a strong preference because of its feature-set and ease of use. Therefore, after its release, there was familiarity and support for this tool at executive level.

The objectives of implementing Microsoft Teams were, first, to support high quality, comprehensive non-face-to-face communication and allow for safe and effective reductions in non-essential face-to-face communication in order to minimise infection risk, to improve staff availability, and to develop or improve the ability and experience of remote interactions for our staff members.

Methods

The coronavirus pandemic was disruptive of almost all normal organisational functions, with non-clinical teams redeployed to focus on urgent requests, such as absence management, frequent and detailed site reports, new reporting on COVID-19 service critical parameters (such as oxygen usage), and operational support required in reconfiguring clinical areas including the creation of new intensive care beds.

As a result, within the organisation there was minimal resource available to spend on deployment of Microsoft Teams, despite the desire to get this tool into circulation as soon as possible. Therefore, a traditional implementation model with a project programme, specific objectives, steering and implementation groups was not possible. Instead, to minimise resource costs without slowing down the deployment, it was decided to use an agile, decentralised innovation management approach.4 Any member of staff was able to request creation of a Team, and they were then empowered as a superuser and owner of that Team to deploy it among their colleagues, administer and be a point of contact for their colleagues who needed support.

There was minimal internal advertising of Microsoft Teams, instead relying on external advertising by NHS Digital,3 enthusiasm from early technology adopters and word of mouth publicity. The only exception to this was that executive branches of the trust were directly approached to install Microsoft Teams as the organisation’s preferred method to host virtual meetings.

New Teams in Microsoft Teams were created and tracked by information management and technology staff, who maintained an overview of the deployment. They were also available to support superusers who were unable to solve technical issues locally and escalate issues to the provider when needed.

Finally, evaluation was conducted by analysing how Microsoft Teams was used, and by monitoring usage statistics within the trust over time, with metrics of daily active users, number of private messages sent, and number of virtual meetings. A survey of users was also considered, however given the emergency situation there was limited appetite among users to participate in non-essential activities.

Results

Users’ adoption of Microsoft Teams was positive, with the following use cases emerging during the implementation:

  • To deliver medical education sessions virtually, avoiding the need to meet in person.

  • To host non-face-to-face multidisciplinary team (MDT) meetings (eg, lung cancer MDT meetings).

  • To host documents that are frequently updated (eg, staff rota).

  • To facilitate large group discussion forums (eg, COVID-19 Journal Club).

  • To edit shared documents collaboratively (eg, research papers).

  • To share data quickly using instant messages (eg, oxygen usage in different wards).

  • To host virtual meetings (eg, board meetings).

  • To broadcast live video streams (eg, chief executive briefings).

In addition, usage analytics showed very quick uptake of Microsoft Teams within the organisation. The tool was released on 19 March 2020,3 and by 31 March 2020 had reached 667 daily active users (table 1). An active user is defined as a unique user who performed an intentional activity in Microsoft Teams, such as starting a call, sending a chat message, or participating in a meeting, and does not include passive actions such as automatic log-in or minimising the application.

Table 1
|
Usage analytics of Microsoft Teams by Royal Free London NHS Foundation Trust

Relative to other software deployed in the trust, this degree of uptake within 3 months of release was extremely impressive, and adoption continued to increase over time, exceeding 1000 daily active users on 5 May 2020 (online supplemental data sheet 1).

Moreover, these figures show that the rate of adoption has not slowed during these 3 months. This is consistent with a direct network effect: as more people become regular users of Microsoft Teams, it becomes more attractive to new users to communicate and collaborate with their colleagues, resulting in a self-sustaining increase in use similar to that seen in other Microsoft Teams deployments.5

One of the most popular uses of Microsoft Teams is the Trust’s COVID-19 Education Programme. So far over 70 teaching sessions have been delivered using virtual meetings, ranging from large group lectures to small group interactive sessions and group reflective practice, which have been watched live over 4000 times.6 This was a multidisciplinary programme taught by healthcare professionals from over 20 specialities.6

In addition, these sessions were recorded and uploaded to Microsoft Stream for staff to watch in their own time, with over 500 views so far, also allowing for increased accessibility with features such as automatic subtitles and offline viewing.

Discussion

Given the context of a pandemic, this method of an agile, decentralised implementation of Microsoft Teams allowed the trust to deploy this tool at scale to front-line staff, with minimal resource cost, in a rapid time frame (table 2).

Table 2
|
Context and timeline of Microsoft Teams Deployment at Royal Free London NHS Foundation Trust

The high usage statistics described above suggests a high demand for this format of communication and high willingness to adopt it.

However, when assessing this deployment against its original aim of reducing non-essential face-to-face communication, this study is limited, as it is difficult to be sure that Microsoft Teams reduced face to face meetings due to the lack of a comparison group. Instead, it is possible that the face-to-face meetings continued regardless, and Microsoft Teams increased the overall volume of communication by enabling virtual meetings that would otherwise not have taken place.

Moreover, without a comparison group, it is difficult to be robustly confident that the success of this implementation was solely due to its decentralised model. Examples from South Australia show extremely impressive uptake and reduced face-to-face meetings with a centralised deployment,5 suggesting that regardless of the implementation method, there was high cultural willingness of staff to adopt new ways of working in this emergency.

The high usage statistics and multiple use cases do suggest that the regularity and ability of communicating at a distance was improved. However, this evidence would be strengthened with qualitative data to be more confident that this reflects an improvement in staff communication and experience, instead of simply switching from a non-approved messaging service. Further qualitative data are needed to understand the psychological impacts of new and additional platforms, and to ascertain whether they improve or contribute to cognitive overload.

Finally, it should be noted that while this agile, decentralised approach was successful in this context, it does have its drawbacks. First, the lack of a centralised approval process for new team creation has resulted in a wide degree of inconsistency, with some staff requesting one team for an entire division, while others request multiple teams for each project. Second, by relying on local staff to champion and deploy Microsoft Teams in their area, this has resulted in inequity where some departments have a large degree of support, while others have none. Finally, from a governance perspective this approach is more difficult to monitor, and therefore, more difficult to identify problems or lessons learnt.

Conclusions

The overall lesson learnt from this implementation was to select the best deployment approach for the current context, and to be bold in making use of an approach that is rarely seen in health and social care. The circumstances of: an international pandemic; minimal resources; an urgent need to improve communication lines; and the sudden provision of a well-established communication tool, combined in this case to suggest that a centralised, conventional model of deployment was not appropriate.

While it could be argued that centralised deployments have proven equally effective elsewhere,5 they generally cost more and if the organisational structure is not already in place they may take more time to initiate.4

Another lesson learnt was having the confidence to minimise bureaucracy. Having proposed a decentralised and agile implementation of Microsoft Teams, trust executives were confident in assessing the situation and making a quick decision in order to assist the COVID-19 response. This rapid decision making allowed enthusiastic staff to rapidly deploy a new communication tool, redirecting those who had already independently begun to pursue their own solution. As a result, quick decision making in this case avoided a situation of a fragmented, insecure and unprotected collection of communication tools with no executive oversight.

Finally, a number of lessons were learnt from local superusers on how to encourage adoption among front-line staff. Crowdsourcing these ideas together allowed for a far greater degree of optimisation than would have been possible otherwise, with suggestions ranging from exclusively hosting important content (eg, rotas) on Microsoft Teams, to providing deep links to content within the Microsoft Teams application, and copying important regular emails (eg, trust bulletins) into Microsoft Teams. This is a commonly cited advantage of a decentralised innovation management approach.4

Given the limitations above, further qualitative research into users’ perceptions of Microsoft Teams would be highly desirable, such as surveys of its impact on face to face meetings, the user experience and the impact on other internal communication tools. The organisation plans to continue promoting Microsoft Teams after easing of restrictions, to improve internal communication, collaborate at a distance and improve convenience for staff who work across multiple sites. It is expected that usage of features that replace face-to-face meetings, such as video calls, will plateau or decrease as staff resume meeting in person, but that usage of other features such as instant messages will continue to increase as new users adopt the software.

Overall, this had been a radical approach to digital implementation in healthcare and has so far proved effective in delivering a cost minimal, rapid communication tool at scale in the midst of a global pandemic.