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
Health systems face mounting pressure to modernize technology while managing tight budgets, aging infrastructure, and competing organizational priorities. Our advisors work with CIOs and executive leadership to define a clear, multi-year IT vision — covering architecture direction, build vs. buy decisions, investment prioritization, and alignment to clinical and operational goals. We bring the healthcare-specific experience to translate strategy into a plan that earns executive support and delivers measurable outcomes.
IT Governance & Operating Model Design
A strong technology strategy is only as effective as the governance structure behind it. Our consultants help health systems design IT operating models that clarify accountability, streamline decision-making, and align IT capabilities to the pace of the business. From governance frameworks and service delivery models to organizational structure and performance metrics, we help IT leaders build the foundation to operate with greater efficiency, transparency, and credibility across the enterprise.
M&A Integration Advisory
Mergers, acquisitions, and affiliations are accelerating across the healthcare landscape and IT integration is consistently one of the hardest parts to get right. Our advisors support health systems through every stage of the IT integration process, from due diligence and portfolio rationalization to governance alignment and systems consolidation planning. We bring the objectivity and healthcare IT experience to help organizations move quickly, reduce risk, and build a unified technology foundation that supports the combined organization’s goals.
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
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, and managing the full evaluation process from requirements through final recommendation. We bring the objectivity and healthcare-specific experience to ensure every option is assessed on its merits, not a vendor’s pitch.
RFP Development & Management
A poorly constructed RFP leads to vendor responses that are impossible to compare and decisions that are hard to defend. Our advisors design and manage the full RFP process documenting requirements, drafting evaluation criteria, coordinating vendor communications, managing demonstrations, and facilitating scoring. We bring structure and rigor to a process that health systems often underestimate, so the right vendors rise to the top and the final decision is clear and defensible.
TCO & Business Case Development
Technology investment decisions in healthcare are rarely straightforward the sticker price is only part of the story. Our advisors build comprehensive total cost of ownership models that account for implementation costs, licensing, training, ongoing support, and the operational impact of the change itself. We translate complex financial variables into a clear, executive-ready business case that quantifies both the cost of the investment and the cost of inaction — giving leadership the analysis they need to move forward with confidence and board-level support.
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
Technology implementations fail more often from people issues than technical ones. Our advisors design and lead structured change management programs that address resistance, build organizational readiness, and drive adoption at every level of the organization. We assess change impact, develop communication strategies, engage leadership sponsors, and create the organizational conditions that allow new technology and workflows to take hold and deliver lasting value beyond go-live.
Stakeholder Engagement
Successful technology initiatives require more than a good plan they require the right people aligned behind it. Our consultants facilitate stakeholder interviews, executive alignment sessions, and working groups to surface competing priorities, build consensus, and create shared ownership of technology decisions. We help health systems navigate the organizational complexity that derails even well-funded projects, ensuring that the people who matter most are informed, engaged, and ready to champion change.
Training & Activation
The gap between a successful go-live and a failed one often comes down to how well people were prepared. Our advisors design and deliver role-based training programs tailored to the workflows and responsibilities of every user group from frontline clinical staff to revenue cycle teams to IT administrators. We develop super user networks, build curriculum from the ground up, and provide at-the-elbow support during go-live to ensure your teams are confident, capable, and set up for long-term success.
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
Most health systems have significant untapped value sitting in the technology they already own. Our consultants conduct comprehensive system health checks that evaluate configuration, utilization, workflow alignment, and user adoption against industry best practices identifying exactly where performance is falling short and what it would take to close the gap. From Epic Gold Stars and Honor Roll optimization to application-specific deep dives, we help organizations get more out of existing investments before looking at what comes next.
Performance Measurement & Benchmarking
You can’t improve what you can’t measure and many health systems lack the visibility to know whether their technology investments are actually delivering value. Our advisors develop KPI frameworks, performance scorecards, and benchmarking assessments that compare your outcomes against peer organizations and industry standards. We help leadership teams move beyond anecdotal reporting to data-driven insights that demonstrate ROI, identify opportunities, and build the business case for strategic decisions.
Revenue Cycle Optimization
Revenue cycle performance is directly tied to how well your technology is configured, adopted, and aligned to clinical workflows. Our advisors assess RCM technology and processes across the full cycle from registration and scheduling through coding, claims management, denials, and ERP integration identifying gaps that are costing your organization money. We provide targeted recommendations and advisory support to improve clean claim rates, reduce denials, and ensure your revenue cycle systems are working the way they were designed to.
Custom Data, Analytics & Productivity Development
Most health systems are sitting on more data than they know what to do with the problem isn’t access, it’s turning that data into something leaders can actually act on. Our advisors design and deliver custom reports, dashboards, analytics solutions, and productivity tools built around your specific workflows, your data sources, and the decisions your clinical and operational leaders need to make every day. We bridge the gap between raw system data and meaningful insight giving your teams the visibility to improve performance, demonstrate value, and move faster with confidence.
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
Data is one of the most valuable assets a health system owns and one of the most difficult to manage well. Our advisors help organizations build the foundational frameworks needed to make data trustworthy, accessible, and actionable covering data architecture, master data management, governance structures, data quality programs, and the tools and processes that keep it all running. We work with clinical, operational, and IT leadership to align data strategy to organizational goals and create the conditions for advanced analytics and AI to deliver real value.
Technology Cloud Readiness
Moving to the cloud is no longer a question of if it’s a question of how, when, and at what pace. Our consultants conduct comprehensive cloud readiness assessments that evaluate your current infrastructure, application portfolio, security posture, and organizational capabilities against the demands of a cloud-based environment. We help health systems develop a clear migration strategy, make informed build vs. buy decisions, and avoid the costly mistakes that come from moving too fast without the right foundation in place.
Cybersecurity & Risk Advisory
Cyberattacks on healthcare organizations are increasing in frequency and severity and the consequences of a breach go far beyond financial loss. Our advisors help health systems assess their current security posture, identify vulnerabilities across people, processes, and technology, and develop a prioritized roadmap to reduce risk. From vendor security evaluations and HIPAA compliance advisory to incident response planning and data protection strategy, we provide the objective guidance health systems need to protect their patients, their data, and their operations.
AI Strategy & Readiness Roadmap
Generative AI is moving from experimentation to enterprise priority and health systems that lack a clear strategy risk either falling behind or making costly investments without the governance to support them. Our advisors help organizations assess AI readiness, identify high-value use cases across clinical and operational workflows, evaluate vendors, and build the governance frameworks needed to implement AI responsibly. We help health systems move from curiosity to confident action — with a roadmap that is practical, sequenced, and aligned to organizational goals.
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
