Technology Assessment 101 - Purchasing and Support

Selecting a technology is only the start of a much larger process that involves purchasing and deploying the devices, then supporting them throughout their lifecycle.


Different factors will impact the steps that are taken when purchasing equipment.  If an organization is only getting one or two pieces of equipment, for example, there may not be a need to establish a robust purchasing plan and deployment strategy.  If, however, an organization is deploying many pieces of equipment to multiple facilities, more work should be done to ensure the success of a deployment.

Regardless of the size of a deployment, several things should be considered when purchasing devices:

  • Vendors
    • Which vendors carry the equipment that you need?
    • Will they be able to meet additional orders if your program grows in size?
    • Can they provide any information about potential changes in the product line in the future (some vendors may be able to explain the product lifecycle more clearly than manufacturers, such as when new models will be released)?
  • Additional Requirements
    • Are there cables, connectors, or peripherals needed for the deployment?
    • Do new computers or other infrastructure pieces need to be ordered to support the new equipment?
    • Are software packages or operating system upgrades required to support the new equipment?

As the size of a deployment increases, so do the complexities of the purchasing process.  Some considerations need to be made for these larger-scale purchases, due in part to the need to coordinate between multiple partners and the benefits that come from ordering some equipment in larger quantities.

Working with Multiple Partners

Depending on the geographic and political relationships between various partners that may be involved in larger projects, the act of coordinating purchases may be more complex.  If a program is centrally purchasing and managing a deployment, work with vendors to answer some basic questions:

  • Do equipment prices go down if bought in larger quantities?
  • Will it be possible to negotiate different warranty terms for large quantities of equipment?
    • If a centralized organization is receiving and shipping devices to remote sites over a longer timeframe, is it possible to have the warranty period start at the date the device is distribute to the end site instead of the centralized site?
  • Will the model of equipment being purchased be available the following year, should additional partners join the program in the future?

Some deployments may be planned in such a way that individual sites and organizations are responsible for the purchasing of equipment.  If this is the case, it is necessary to consider whether or not organizations will be allowed leeway in purchasing equipment other than that selected in the technology assessment.  If there is no flexibility in which device is to be ordered, ensure that precise ordering information is made available.  The make, model, and any additional options or features should be listed clearly so that the correct equipment is purchased.

If organizations will be allowed to select other equipment, ensure that a clear list of valid purchasing options is made available.  This approach may raise interoperability issues and concerns, and can present possible problems to a deployment.  Minimum requirements should be presented to organizations making their own purchasing decisions to ensure that their purchases will meet the needs of the system.  Also ensure that an ordering list is made that include required supplemental materials, such as cables, connectors, and converters.

Depending on an organization’s relationship with a vendor, it might be possible to negotiate special prices for equipment purchased by multiple organizations if certain bulk-order or quantity requirements are met.  Work with vendors and partner organizations to establish if there are any options for this.


As with purchasing, the complexity of a deployment increases with the size of the program and the nature of the organizational relationships.  If organizations are ordering their own equipment, deployment is simplified in that the devices will be received at the end sites.  In this scenario, the two largest issues are ensuring that the devices are properly configured and that they are functioning correctly.  Formal configuration guidelines may assist in ensuring that a set of standard settings and connections are made.  If possible, establish a testing plan once the devices have been received and installed by the end sites.

When centrally receiving, configuring, and shipping the equipment, several additional considerations must be made regarding the deployment process.  If done correctly, a centrally-managed deployment can result in consistently-configured devices, installations that contain all necessary parts for a functioning system, and satisfied end-sites. 

As equipment is received by the central organization it is important to ensure that there is a protected location that can store all of the devices.  Storing received materials in random offices, empty closets, and available cupboards can readily result in lost or misplaced equipment and delays in later configuration steps.  At a minimum, this space should be able to contain all of the equipment; the ability to lock the space can be useful to protect against inadvertent loss or damage, while a larger space may allow for the devices to be configured in the same area.

The actual process of configuring the devices will vary based on the technology.  Some equipment may need extensive work to ensure that the settings are correct, while others may not require any changes at all.  Performing the configurations in a centralized location can help cut down on support issues later, should devices be sent to a remote site without those changes applied.

If other equipment or peripherals are to be sent with the device, consider creating a packing list and “kitting” all of the equipment together.  Doing so can reduce the likelihood that equipment reaches the recipient site without all of the pieces that are needed to install and use the device.  A clean working environment with ample room for boxing up equipment can be very useful here.

Coordinate the sending of the materials with the recipient site.  Ensure that there is someone set to receive and install or store the materials; some organizations may not be expecting the equipment without prior warning, resulting in an increased chance that it will be misplaced, unused, or lost.

Establish a set of basic tests of the equipment that can be performed with each installation.  This may be as simple as powering up the devices, using them, then powering them down, or it increase in complexity to include interoperability tests, patient encounters, and data transfer between systems.  Document any problems as they occur.  There is a possibility that the problem will happen in other installations; having a documented solution on hand can drastically reduce the time required to resolve the problem.


Installing any particular technology is really only the start of a deployment.  The ongoing use, maintenance, and support of the equipment will need to be addressed.  Ideally, this process will begin well before any devices are shipped.  A service level agreement, or SLA, can be a useful tool if any centralized organization is to be responsible for the support of the device.  This document should formalize who is responsible for which services, as well as what response times, uptimes, and other measures are expected by each party.

Basic device maintenance can be handled in various ways.  The exact approach to this issue will largely depend on the individual organizations participating in any particular deployment.  Some facilities may choose to perform their own scheduled maintenance or calibration, while others will decide to use a third party.

This topic becomes more complex when devices gradually fail, as they eventually will.  If the equipment is still under warranty, the topic of warranty resolution becomes an issue.  Some things to consider include:

  • Are the end sites responsible for following up with the vendor or manufacturer?
  • If the devices were centrally ordered and deployed, did all of the necessary warranty information get sent to the receiving sites?
  • How will sites function while materials are out for warranty repair or replacement?

Some organizations will find it useful to have a set of replacement of spare devices on hand in the event of equipment failure.  Doing this provides several benefits.  Replacements can be used temporarily, as broken devices are out for repairs.  These spares can also be used in the event that the market no longer carries the original model, as is often the case with consumer products that have shorter lifecycles.


When equipment reaches its point of installation, many people may be unfamiliar with how they are supposed to use the device.  A training program can help ensure that equipment is used rather than winding up in a corner.  The exact size and scope of a training program depends on many variables.  It is important to clarify what training will be offered, and who will be responsible for providing it.

If individual end sites are responsible for providing training, consider pooling resources to develop a standard curriculum.  This can reduce duplicated efforts across a larger installation.  Sharing lessons learned and other relevant usage information can help a program grow and better utilize their equipment.

If the equipment is a replacement for an existing device, there may be minimal needs for new training.  A simple document or short, recorded training that discusses the differences between the devices may be sufficient.  There may also be a need to update any existing training materials to refer to the newer technology.

Entirely new technologies may warrant more formalized training, as can the implementation of new devices that are drastically different from their predecessors.  Again, establish who is responsible for providing training and coordinate efforts to reduce the amount of duplicated work when designing training materials.  Consider incorporating some of the initial device testers into the training process, as they may have a firm understanding of the new equipment due to their experience with evaluating the products on the market.

Back to Top