What Clients Told KLAS About Our Advisory Services
A health system IT Director needed to align decision-makers and walk away with a clear recommendation. Healthcare IT Leaders kept the group focused and delivered on every request. An experience the director shared in Healthcare IT Leaders Complete Look 2026, published by KLAS Research in September 2026.
In the report, client respondents rated Healthcare IT Leaders 96.9* out of 100 in the KLAS IT Planning & Assessment category. The director's comments outline what earned that score across other Advisory Services engagements.
Our Advisory Services offering supports healthcare organizations planning, selecting, and optimizing EHR and ERP platforms, from technology strategy and system selection through performance and system Health Checks.
Structured Due Diligence and Team Alignment
IT planning and assessment engagements involve high-stakes technology decisions, often with many stakeholders weighing in. Our advisory process starts with structured assessment and discovery: stakeholder interviews, workflow reviews, and industry benchmarking. This director experienced that depth firsthand.
“Healthcare IT Leaders exceeded our expectations. . . . When we kept wanting more specifics, Healthcare IT Leaders did their due diligence; they were always willing to answer any questions to the depth that we wanted. A lot of people from our organization were making the decisions. Healthcare IT Leaders did a really good job bringing everyone together and keeping us focused. . . .”
Director (IT planning & assessment), collected by KLAS Research, September 2026
For organizations weighing a major technology decision, this points to a practical evaluation question: how will a prospective advisory partner keep a large, cross-functional stakeholder group moving toward one recommendation? Our Stakeholder Engagement work is built for exactly that scenario, facilitating alignment across clinical, operational, and executive stakeholders so competing priorities surface early rather than at the finish line. Learn more on our Advisory Services page.
Consultants who know the platforms in scope
Advisory work depends on advisors who have sat inside the systems they are evaluating. Our team is drawn from industry-leading vendors, consultancies, and health systems, giving clients advisors with direct operating experience across EHR and ERP platforms. The director pointed to that depth of knowledge directly.
“I would hire Healthcare IT Leaders again because they were extremely knowledgeable. They showed up well prepared; they delivered on everything we requested and then some. . . . Healthcare IT Leaders was extremely knowledgeable about the different software and tools that pair up nicely. . . .”
Director (IT planning & assessment), collected by KLAS Research, September 2026
When comparing advisory firms, it helps to ask how a firm staffs a specific engagement and which platforms its consultants have supported directly. Our advisors carry hands-on experience across Epic, Oracle Health, Workday, and UKG, which shapes how quickly they can move from discovery to a workable recommendation.
A team, not a single point of contact
Advisory engagements can lean heavily on one or two lead consultants, which creates risk if that person is unavailable or the engagement scope shifts. The director called out the team structure behind the work.
“...And it was just never a one-person show. All of the Healthcare IT Leaders consultants showed up. They knew their areas of expertise, and they worked really well as a team.”
Director (IT planning & assessment), collected by KLAS Research, September 2026
For your organization, it is worth asking a prospective advisory partner how many consultants will be assigned to ensure a successful engagement and what each one specializes in. A team structured around distinct areas of expertise, rather than one generalist, gives an organization more coverage when questions span strategy, technology selection, and change management at the same time.
Turning assessment into ongoing value
Planning and assessment work does not end at the recommendation. Many organizations use the same structured approach to check in on systems already in production. Our Performance & Optimization advisory work applies that same assessment and discovery process to live environments through comprehensive system health checks and performance benchmarking. If you want to see what that looks like in practice, our blog posts on what a system health check is and why you need one and the health check every tenured Epic environment needs walk through the core areas we assess: configuration, processes, data, and user adoption, across EHR, ERP, and workforce management systems.
Explore the findings and discuss your needs
The CIO’s comments offer specific points to discuss when evaluating ongoing application support. Our KLAS key insights page brings together findings across the report and links to KLAS for access.
If you are planning a technology decision or want an independent read on the systems you run, talk to our team.
*Limited Data
Healthcare IT Leaders Complete Look 2026, KLAS Research, September 2026