Healthcare Transformation & Strategic Advisory

Healthcare innovation and modernization are necessary, exciting, and often precarious.

With stakes so high, healthcare leaders rely on expert support to ensure existing tools and processes operate to their fullest, and to lay the groundwork for new technologies and initiatives.

Strategic Expertise to Maximize Technology, Operations, and ROI

Pivot Point Consulting’s Strategic Advisory solutions address those challenges thoughtfully and collaboratively, so every aspect of your IT environment generates maximum value and contributes robustly to your organization’s success.

Application Rationalization

Application Rationalization

Optimizing your application portfolio

Over time, even well-intended point solutions can pile up and create redundancy and inefficiency. Meanwhile, vendor contracts auto-renew and teams spend more energy maintaining the past than innovating for the future. Pivot Point Consulting’s Application Rationalization gives you a clear, objective view of what you have, what’s delivering value, and how to streamline, modernize, and reinvest so you maximize ROI from your core systems while lowering risk and total cost of ownership.

After conducting a tech-enabled evaluation of your full application and vendor landscape, we develop a step-by-step action plan—typically delivered in only 10–12 weeks. You receive a complete, prioritized application inventory and a list of prioritized opportunities to eliminate redundancy, improve vendor accountability, and modernize your tech stack.

Healthcare Data Lifecycle & Archival Strategy

Document management for the long-term

Proper archiving goes beyond “house-cleaning” to improve risk management, cost control, and continuity of care. Without a deliberate archival strategy, organizations overpay to keep low-value data on high-cost platforms, struggle to respond to audits and legal requests, and create unnecessary complexity during M&A, joint ventures, and divestitures.

We help health systems design and execute an Archival Strategy for how clinical, operational, and research data is retained, accessed, protected, and decommissioned over time—across EHRs, imaging systems, data warehouses, and other enterprise platforms. Our process defines the policies, technical approach, governance, and execution roadmap that will result in secure, cost-effective data storage while maintaining appropriate clinical access, continuity, and regulatory compliance.

Business Process Transformation

Operational Efficiency & Business Process Transformation

Boosting performance through strategic redesign

Most financial pressure in healthcare isn’t caused by a lack of effort. It’s caused by friction: duplicate work, manual handoffs, inconsistent policies, and convoluted processes that grow organically over years of change.

Business Process Transformation from Pivot Point Consulting removes that friction at its root, helping healthcare organizations redesign and modernize core operational functions (like Revenue Cycle, HR, and Supply Chain) so work moves faster, costs come down, controls improve, and leaders can scale without constantly adding headcount. By enabling key technologies and optimizing processes, roles, and governance, healthcare organizations can improve efficiency, quality, and financial performance.

Clinical Content & Process Optimization​

Clinical Content & Process Optimization

Improve efficiency with modernized touchpoints

When clinical content and workflows are inconsistent and poorly functioning, clinicians can become burned out and resistant to change. Clinical Content & Process Optimization reduces variation and improves safety and efficiency by standardizing and modernizing the touchpoints that drive daily care.

Pivot Point Consulting provides structured redesign and governance of clinical content (order sets, documentation templates, care pathways, decision support, protocols) and the workflows that use that content. We remove duplications and inconsistencies and standardize processes. This aligns evidence-based practice, operations, and EHR enablement to elevate quality and safety, as well as clinician efficiency.

Clinical Governance & Change Management

Clinical Governance & Change Management Strategy

A framework for successful transformation

Healthcare technology can fall short of expectations if decisions, priorities, and workflows are unclear or constantly shifting. Clinical Governance & Change Management addresses these pain points by providing the structure, accountability, and adoption engine that lets you modernize safely, standardize intelligently, and actually get the outcomes you’ve funded.

Pivot Point Consulting’s solution establishes an operating model that defines how clinical decisions are made, how clinical workflow and technology changes are prioritized and approved, and how those changes are adopted across the organization. This involves everything from establishing committees and charters to developing clear processes for requests, testing, risk management, clinical leadership engagement, and more. The outcome is clinical transformation that is safe, consistent, measurable, and sustainable.

Cloud Migration Strategy

Assessing cloud readiness

Rather than being a goal in itself, the cloud is a tool to unleash better performance, resilience, and agility. For EHR and clinical data, the stakes are even higher: patient safety, availability, privacy, and regulatory compliance.

Pivot Point Consulting’s Cloud Migration Strategy offers a structured assessment that determines what should move to the cloud, how it should move, and when, with a specific focus on EMR-adjacent workloads and clinical data platforms. It evaluates application and data readiness, security and compliance requirements, integration dependencies, and operating model impacts, resulting in a phased migration plan that balances risk, cost, and value.

Cybersecurity Enterprise Check-up

Identifying security vulnerabilities

Though health systems typically own numerous security tools, they may still feel exposed because the program around those tools is fragmented, under-resourced, or overly focused on “compliance theater.” A Cybersecurity Enterprise Check-up provides a rapid, systematic review of your security posture to identify what’s working, where you’re exposed, and how to strengthen protection using existing investments. 

Our expert-led Cybersecurity Enterprise Check-up evaluates vulnerabilities, plans, exposures, incident response readiness, and regulatory posture across your environment. We go beyond a check-the-box approach to examine the real pathways attackers use, recommend next steps and priorities, and deliver a strategic roadmap that will improve security maturity and resilience.

Digital Front Door

Digital Front Door & Patient Engagement Strategy

Transforming the patient lifecycle experience

A strong healthcare Digital Front Door creates a consistent set of digital experiences that patients can use to discover care, access services, communicate with their care team, and manage their health. Pivot Point provides a unified, consumer-grade experience that improves access, reduces avoidable call volume, increases self-service adoption, and strengthens patient loyalty.


Our Digital Front Door offers an omnichannel design across web, mobile, portal, virtual care, SMS, chat, and contact center touchpoints. We activate the breadth of digital services, including self-service scheduling, registration and intake, care navigation and triage, patient communications, payment, and more. We also put in place a governance and operating model that will ensure continuous optimization and long-term stability.

Enterprise Imaging Assessment & Strategy

Enterprise Imaging Assessment & Strategy

System-wide planning for modernization efforts

Imaging is no longer a radiology-only domain; it’s enterprise-level infrastructure. As such, it calls for a big-picture approach that avoids piecemeal, costly, inconsistent, or unsupported solutions. Enterprise Imaging Assessment & Strategy provides a clear, system-wide plan to optimize and modernize imaging platforms. It helps you maximize the value of what you currently own while preparing for future interoperability, scalability and innovation.

Pivot Point Consulting’s Enterprise Imaging Assessment & Strategy is a structured evaluation and planning engagement focused on the imaging technology ecosystem—primarily PACS, Vendor Neutral Archive (VNA), enterprise viewers, and image exchange/interoperability. It assesses current-state performance, architecture, workflows, costs, and risk, and ultimately delivers a strategy and to optimize operations, improve clinician access, reduce total cost of ownership, and position the organization for analytics- and AI-enabled imaging use cases.

Growth Strategy

Strategy-to-execution expansion planning

Growth should increase impact and margin—not complexity, duplication, and IT overhead. Whether you’re acquiring organizations, rolling out new sites, opening new facilities, or expanding service lines, the hidden cost is almost always operational and technology sprawl: too many applications, inconsistent workflows, fragmented data, and project overload. Our services help systems align strategy, operations, and technology so growth is integrated and financially sustainable.

Pivot Point Consulting’s Growth Strategy provides a structured approach to planning and executing healthcare mergers and acquisitions, organic expansion, new site rollouts, and service line development—while keeping technology and operating costs under control. We include strategic planning, portfolio governance, application rationalization, and execution support for EHR and enterprise technology enablement, so growth delivers the intended clinical, operational, and financial outcomes.

Hybrid Resource Solutions

Hybrid Resource Solutions

Flexible talent delivery

Healthcare IT demand doesn’t show up in clean, predictable waves. It spikes with go-lives, acquisitions, staffing gaps, and executive “we need this yesterday” initiatives. Hiring can’t keep up, and pure managed services isn’t always the right answer when you need a blend of steady-state support plus surge capacity and specialized skills. Our Hybrid Resource Solutions give you a flexible, right-sized mix of managed services, fractional expertise, staff augmentation, and project teams—so you can scale up fast, shift skill sets quickly, and reduce the financial drag of carrying fixed overhead.

Our approach allows healthcare organizations to access specialized talent quickly, flex capacity as priorities change, and leverage Pivot Point Consulting’s bench as an extension of the client team, without the long lead times and fixed costs of traditional hiring. You get support for backfill, vacancies, leave coverage, or sustained capability gaps as you experience them, and structured reporting ensures hybrid models don’t become messy or ambiguous.

IT Process Optimization ​

IT Process Optimization

Core-process tune-up to maximize value

Most IT organizations aren’t short on tools; they’re short on time, consistency, and repeatable execution. That adds expense to core IT processes because access takes too long, security becomes reactive, and optimization backlogs never shrink. Pivot Point Consulting’s IT Process Optimization strengthens the components of your IT system—people, workflows, controls, and enabling tools—so you get more value from the technology you already own.

IT Process Optimization redesigns and improves core IT operating processes to improve speed, quality, security, and transparency. We focus on high-impact IT functions such as identity and access management, cybersecurity operations, change control, release management, and optimization backlog management. This results in less manual effort, lower risk and greater delivery throughput.

Patient Acquisition

Patient Acquisition & Engagement Strategy

Tech-forward approach to attracting, retaining patients

Pivot Point Consulting helps organizations increase volume and margin by improving the systems, workflows, and data that drive patient acquisition.

Blending consumer access optimization, referral capture, digital front door performance, and analytics-driven outreach, Patient Acquisition helps organizations attract and keep the right patients through increased patient conversion, reduced leakage, and improved lifetime patient value.

Patient Communication & Care Coordination

Patient Communication & Care Coordination

Improving flow of information for patients

Patients judge access (and quality of care) by how quickly they get answers, how clearly they’re guided, and whether their care feels connected versus fragmented. Our Patient Communication & Care Coordination service provides the strategy, workflows, and enabling technology to organize how patients are informed and guided across care settings and teams. The result is fewer missed steps, fewer avoidable escalations, and a smoother path to the right care at the right time.

We start by developing a communication strategy and channel orchestration, selecting the right platform to accomplish your goals, and building standardized workflows for common coordination scenarios. We also address issues like patient portal adoption, EHR and third-party integration, and rules-based, automated outreach to ensure you have the data to measure outcomes.

Project Management Office

Outcomes-driven project coordination

Project management is a juggling act. A single lapse in coordination—priorities changing weekly, risks surfacing too late—can put the whole project in peril. That’s why Pivot Point Consulting offers PMO as a Service, providing the people, processes, tools, and governance to run your project delivery function across one major initiative or an enterprise portfolio.

Our PMO standardizes delivery methodology to improve predictability and create executive-ready transparency across scope, schedule, budget, risks, and benefit realization. Because we’re outcomes-driven, we go beyond the role of an individual project manager to ensure your technology investments translate into measurable results.

Provider Schedule Optimization

Provider Schedule Optimization

Data driven solutions that improve access

Provider schedules built on legacy templates and inconsistent rules can lead to long waits, frustrated patients, burned-out clinicians, and revenue left on the table. Pivot Point Consulting’s Provider Schedule Optimization turns scheduling into a disciplined, data-driven operating model that improves access and continuity, increases schedule reliability, and reduces leakage.

We redesign provider templates, appointment rules, staffing alignment, and scheduling workflows to match true demand with available capacity. We also clarify operational responsibilities and workflows and implement strategies to reduce no-shows, balance in-person and virtual visits, and configure scheduling tools in the EHR.

RCM Automation

RCM Automation

Improving revenue collection through modernization

Revenue cycle pressure isn’t just about payer paying. It’s about operational friction: manual touches, inconsistent workflows, avoidable denials, and slow follow-up that quietly bleeds cash and causes burnout within your teams.

Pivot Point Consulting’s RCM Automation turns revenue cycle work into a modern, data-driven operation that includes thorough evaluation, gap analysis, and targeted AI/automation to reduce cost-to-collect, accelerate cash, and improve yield. RCM Automation addresses all processes within the revenue cycle, with a focus on reducing avoidable touches, preventing denials, improving productivity, and accelerating reimbursement while maintaining compliance and auditability.

Referral Management ​

Referral Management

Improving the process through technology

Referrals are one of the biggest “silent failure points” in healthcare, where patients fall through cracks, revenue leaks, specialists sit with unused capacity, and primary care teams burn time chasing status updates. We offer end-to-end Referral Management technology and processes that let you create, route, schedule, and track referrals between providers, departments, and external organizations.

Our referral model standardizes rules and requirements and defines pathways to ensure referrals are clinically appropriate, operationally actionable, and transparently tracked—from initiation through scheduling, documentation exchange, specialist consult completion, and communication back to the referring provider and patient. This results in reduced leakage, shortened time-to-appointment, and a referral experience that both patients and providers can trust.

Service Line Advancement

Performance Improvement & Service Line Strategy

Collaborative process improvement for better outcomes

Healthcare service lines succeed when clinical excellence, operational performance, and smart technology move together. That’s the goal of Service Line Advancement, a structured engagement in which Pivot Point Consulting partners with clinical service line leadership (physician leaders, nursing leaders, ops leaders, and administrators) to improve performance across clinical outcomes, patient experience, access, and financial sustainability.

During Service Line Advancement, we help you define what “best practice” looks like and implement the processes, procedures, and technology (especially analytics and AI) that measurably improve outcomes. This moves your organization from intuition-driven decisions and isolated projects to measurable, repeatable improvement.

Strategic Initiative Readiness

Strategic Initiative Readiness

Informed planning for high-stakes projects

Big initiatives fail for predictable reasons, like unclear ownership, under-scoped work, unrealistic timelines, and over-extended teams. Strategic Initiative Readiness lets you prevent these expensive missteps. We assess whether your organization is truly prepared for a high-stakes project—like a new EHR implementation, hospital build, or major enterprise transformation—and provide a practical roadmap to close gaps so the initiative launches with speed, safety, and confidence.

Our process starts by evaluating your organization’s preparedness across governance, people, process, technology, data, and operations. We then produce a readiness scorecard and risk profile, and develop an execution plan covering what must be in place before kickoff, what can be built in parallel, and what will jeopardize timeline, budget, and outcomes if left unresolved.

Vendor Selection & RFP Creation ​

Vendor Selection & RFP Creation

Expert support throughout the decision-making process

Choosing the wrong platform (or the right platform for the wrong reasons) wastes millions and locks you into years of operational drag. Pivot Point Consulting’s Vendor Selection & RFP Creation helps you cut through noise, align stakeholders, and make technology choices that support current needs and long-term strategy.

We employ a structured approach to defining requirements, evaluating vendors, and selecting the best-fit solution for your organization. Steps include end-to-end support for RFP development, vendor shortlisting, demo orchestration, scoring, total cost evaluation, reference validation, and selection recommendations for core enterprise platforms and tightly integrated clinical systems. We can even offer contracting and negotiation support as needed, to reduce downstream risk.

Total Cost of Ownership (TCO) Assessment​

Total Cost of Ownership (TCO) Assessment

Complete lifecycle analysis to enlighten next steps

Sticker price is rarely the problem. The real financial impact of technology shows up later—in support labor, integrations, upgrades, contracts that quietly auto-renew, and the “shadow work” teams do to compensate for gaps. A Total Cost of Ownership (TCO) Assessment gives you a realistic appraisal of what your technology actually costs to run and change, so you can make smarter decisions about optimization, consolidation, vendor strategy, and where to reinvest.

Our TCO Assessment analyzes the full lifecycle cost of a system, platform, or portfolio, including direct vendor costs and indirect internal costs required for support, maintenance, security, integration, and improvement. We deliver an executive-ready view of baseline run cost, change cost, and cost drivers, along with a prioritized plan to reduce waste and increase ROI from existing technologies.

Affiliate / M&A​

Healthcare Affiliate / M&A Technology Strategy

Careful change management to maintain EMR integrity

Affiliations and acquisitions can unlock scale, access, and stability, but they can also create years of debt, duplicated apps, and integration pain if the EMR strategy is not deliberate from day one. Epic Community Connect and similar affiliate models are powerful accelerators that can drive faster time-to-value, lower total cost of ownership, and a consistent patient and provider experience across organizations.

Pivot Point Consulting helps both sides—acquirer and acquired—navigate the EHR and enterprise implications with a clear strategy, realistic roadmap, and disciplined execution that protects operations and reduces long-term financial drag.

Related Success Stories

Learn more about how we’ve helped our clients reach their goals!