Case study · Service 03 · Strategic sourcing & solution selection
Modernizing care delivery and back-office platforms through two connected selections
The organization needed to modernize both its client-facing information environment and its enterprise back office. Treating the efforts as operating-model changes, the work connected service delivery, business capabilities, processes, data, integrations, workforce impacts, procurement, and implementation planning.
Led or supported by the founder. Sensitive client details are anonymized.
- Setting
- Community healthcare provider
- Scope
- Two connected platform selections
- Functions
- Client services, HR, payroll, and finance
The engagement
From complexity to an actionable path.
The work was structured around the organization’s operating context, existing constraints, and the decisions leaders and delivery teams needed to make. The scope and deliverables reflect the work performed.
Workstreams
What was delivered
Work products built for decisions and delivery.
- 01
Current-state capability, value-stream, process, and legacy-system assessments
- 02
Functional, non-functional, interface, and reporting requirements
- 03
Process improvement opportunities to centralize, automate, streamline, and reduce duplication
- 04
Solution market scans, options analyses, selection strategies, and procurement support
- 05
Statement of work and observations on vendor proposals and fit
- 06
Change strategy, stakeholder and readiness assessments, communications plan, measures, and implementation roadmap
Outcomes
What the work enabled.
- Connected two platform decisions to a coherent view of future service delivery and enterprise operations.
- Made process efficiency, information integration, user impacts, and implementation capacity explicit selection considerations.
- Equipped leaders with structured requirements and procurement evidence for defensible decisions.
What decision or transformation is in front of you?
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