Strategy & Planning
Healthcare organizations can’t afford to make technology decisions without a clear strategic foundation. Our advisors work with executive and IT leadership to define multi-year technology vision, rationalize application portfolios, align IT governance structures, and plan for major transitions including mergers and acquisitions. We bring the objectivity and healthcare-specific expertise to turn complex organizational goals into clear, actionable roadmaps with the business case to back them up.
Enterprise Technology Strategy
A structured advisory engagement that helps health system leadership define a clear, multi-year IT vision aligned to clinical, operational, and financial goals.
IT Governance & Operating Model Design
An advisory service that helps health systems design the governance structures, accountability frameworks, and IT operating models needed to run technology effectively at scale.
M&A Integration Advisory
Expert guidance through the IT dimensions of mergers, acquisitions, and affiliations covering due diligence, portfolio rationalization, and integration planning.
System Selection & Procurement
Choosing the wrong technology platform is one of the most costly mistakes a health system can make. Our consultants lead structured, vendor-agnostic evaluations of clinical, financial, and operational systems conducting stakeholder interviews, building weighted scorecards, managing demonstrations, and guiding contract negotiations. From initial requirements through final selection, we give health systems the confidence to make the right decision and the protection to negotiate from a position of strength.
System Selection & Vendor Evaluation
A structured, vendor-agnostic process for evaluating and selecting clinical, financial, and operational technology from requirements development through final recommendation.
RFP Development & Management
End-to-end support for designing, issuing, and managing RFPs including requirements documentation, vendor communication, demonstration coordination, and scoring facilitation.
TCO & Business Case Development
Financial modeling and analysis that quantifies the total cost of ownership and projected ROI of technology investments to support executive and board-level decision-making.
Organizational Enablement
Technology only delivers value when people are ready to use it. Our advisors design and lead change management programs that address the human side of transformation building stakeholder alignment, developing super user networks, creating role-based training programs, and supporting teams through go-live and beyond. We work alongside your organization to reduce resistance, drive adoption, and make sure change sticks long after the project ends.
Change Management
A structured program that prepares organizations for technology-driven change addressing resistance, building readiness, and driving adoption at every level.
Stakeholder Engagement
Facilitated alignment across clinical, operational, and executive stakeholders to build consensus, surface competing priorities, and create shared ownership of technology decisions.
Training & Activation
Role-based training design and delivery that prepares every user group for go-live including super user development, curriculum creation, and at-the-elbow support.
Performance & Optimization
Most health systems are not getting full value from the technology they already own. Our consultants conduct comprehensive system health checks and performance assessments benchmarking your utilization, workflows, and outcomes against industry peers to identify where you’re leaving value on the table. From Epic Gold Stars optimization to revenue cycle workflow advisory, we help organizations improve what they have before investing in what’s next.
System Optimization & Health Checks
A comprehensive assessment of system configuration, utilization, and workflow alignment that identifies where technology is underperforming and what it would take to close the gap.
Performance Measurement & Benchmarking
Development of KPI frameworks, performance scorecards, and peer benchmarking assessments that give leadership data-driven visibility into technology value and outcomes.
Revenue Cycle Optimization
Technology and workflow advisory across the full revenue cycle from registration and coding through claims management, denials, and ERP integration focused on improving financial performance.
Custom Data, Analytics & Productivity Development
A custom analytics and productivity advisory service that designs and delivers tailored reports, dashboards, and analytics solutions to give health system leaders real-time visibility into clinical and operational performance.
Data, Risk & Modernization
Data is only an asset when it’s trusted, governed, and actionable. Our advisors help health systems build the foundational infrastructure for long-term success covering data strategy and governance, cloud readiness assessments, master data management, cybersecurity risk advisory, and AI strategy and readiness planning. Whether you’re moving to the cloud, preparing for AI adoption, or addressing data quality challenges, we provide the strategic guidance to modernize with confidence.
Data Strategy & Governance
An advisory engagement that helps health systems build the data architecture, governance frameworks, and quality programs needed to make data trustworthy and actionable
Technology Cloud Readiness
A structured assessment of infrastructure, applications, and organizational capabilities that defines a clear and sequenced path to cloud adoption.
Cybersecurity & Risk Advisory
An objective evaluation of security posture, vulnerabilities, and compliance gaps with a prioritized roadmap for reducing risk across people, processes, and technology.
AI Strategy & Readiness Roadmap
A structured advisory process that helps health systems assess AI readiness, identify high-value use cases, evaluate vendors, and build the governance needed to implement AI responsibly.
Expert Consultants
- Extensive RCM consulting experience working with healthcare finance and operational professionals
- Past RCM engagements at Allina Health, Ardent Health Services, Steward Health Care, University of Chicago and Piedmont Healthcare
- Prior RCM transformation consultant with Deloitte
- BBA, Finance, and Risk Management & Insurance, Univ of GA
- 12+ years in Healthcare, with a specialized focus on WFM Systems & Strategic Workforce Transformation.
- Key principal leader of WFM strategy and implementation at The Cleveland Clinic.
- Deep UKG & other WFM apps knowledge and expertise.
- MBA in Healthcare Management and Organizational Leadership.
- 10+ years of EHR Implementation experience
- Epic & athenahealth expert: successfully integrated across 1,000+ ambulatory settings
- Launched EHR training for 2,000+ staff while at Optum
Customer Success
"Healthcare IT Leaders was instrumental in our success."Bill Meyer
CIO, St. Luke’s Hospital
