Our Services

Consulting Services We Offer

With over 25 years leading EHR and ERP transformations from both the vendor and client side, we bring unmatched insight, credibility, and results to every engagement. We’ve sat in every seat—architect, executive, negotiator, and advisor—so we know exactly how to advocate for your success from day one.

Contract Negotiations

Unlock hidden savings by leveraging our insider knowledge of vendor pricing, staffing models, and negotiation traps. You only pay us a portion of what we save you—no savings, no cost.

Project Health Assessment

If your project feels off-course, we’ll provide a fast, objective diagnosis of what’s wrong and how to fix it. You’ll get a clear risk scorecard, executive insights, and a practical path forward—before it’s too late.

Governance & Project Oversight

We serve as your dedicated advocate—unbiased, experienced, and focused on results—to ensure your implementation stays on track and accountable. From executive reporting to escalation handling, we manage what others miss

RFP, Vendor Selection & Contracting

Ensure your vendor decision is strategic—not reactive—by letting us guide your RFP, evaluation, and contracting process. From requirements to redlines, we make sure your agreements set you up for success, not surprises.

Implementation Readiness

Start strong with a readiness plan that aligns your people, data, and expectations before the first consultant hits the ground. We help you avoid costly missteps by ensuring your side is just as ready as your vendor’s.

Remediation & Project Rescue

If your project’s in trouble, we bring the leadership, structure, and clarity to reset momentum and rebuild trust. We’ve turned around the worst-case scenarios—yours won’t be the first and won’t be the last.

Why You Need Advocate Consulting on Your Implementation

EHR and ERP implementations are high-stakes, high-cost endeavors—and too often, they don’t deliver what was promised. Whether it’s misaligned vendors, weak contracts, poor readiness, or lack of oversight, the truth is: most clients don’t have the right protections in place. That’s where Advocate Consulting comes in.

With over 25 years of experience leading both client- and vendor-side implementations, we know the playbook—and more importantly, we know how to rewrite it in your favor.
You only get one chance to do this right. Let us be the advocate in your corner—before problems become lawsuits, and before setbacks become sunk costs.

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55%+

of EHR and ERP projects fail to meet their goals or deliver expected value

90%

of large implementations go over budget, often by 30–40%

57%

of projects miss their original go-live date, risking operational disruption and financial loss.

60%

of clients underestimate staffing needs, leaving them vulnerable to scope creep, burnout, and vendor dependency.

FAQ

Frequently Asked Questions

At Advocate Consulting, we know that choosing the right partner for your EHR or ERP initiative comes with important questions. Below, we’ve answered the ones we hear most—from contract negotiation and vendor oversight to turning around troubled projects—so you can move forward with confidence.

Why should we have you negotiate our contract?

Because we’ve been on both sides of the table—and we know exactly where the traps are. With over 25 years of experience leading and negotiating EHR and ERP deals from both the vendor and client perspective, we understand the pricing games, scope inflation tactics, and buried risks. We help you get the best deal—not just the lowest price, but the right terms to protect your timeline, your people, and your outcomes.

What are the top reasons EHR and ERP projects fail?

Projects fail when clients don’t have the right governance, contractual protections, or internal readiness in place. The most common causes include:

Lack of independent project oversight or governance
We help you fix—or avoid—every one of these pitfalls.

Weak or vague contracts and statements of work (SOWs)

Poorly defined project scope

Lack of vendor accountability or clear escalation paths

Inadequate staffing on the client side

Unreasonable timelines pushed by vendors

How can you save our project if it’s in trouble?

We specialize in turning around struggling implementations. First, we sit down with your team to understand concerns and root issues. Then, we meet with the vendor independently, before facilitating joint working sessions to realign goals and build a realistic path forward. Using our proven recovery playbook, we identify critical gaps, hold vendors accountable, and guide your team through corrective action with urgency and clarity.

How do you price your services?

We offer flexible pricing models tailored to your needs:

Success-Based: Pay us a portion of what we save you—no savings, no cost

Fixed Fee Packages: Transparent pricing for assessments, vendor selection, readiness, and oversight.

Time & Materials: Scalable support for ongoing roles or embedded leadership.
We’ll walk you through the best model based on your project size, risk profile, and internal capabilities.

What do you deliver as part of Governance & Project Oversight?

We act as your independent executive oversight partner, advocating for your best interest every step of the way. This includes:

Weekly leadership updates with clear risk/opportunity framing

Scope change tracking and approval support

Vendor deliverable validation (QA/QC)

Escalation facilitation and resolution

Milestone monitoring and hold-vendor-to-task check-ins

Resource alignment and readiness review

Decision logs and executive briefings

Neutral third-party perspective when internal and vendor teams are misaligned

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News & Articles

Latest News And Articles

Stay current with Advocate Consulting’s thought leadership and industry insight through our regularly updated newsfeed. From deep dives into EHR/ERP trends and implementation best practices to real-world case studies and advisory perspectives—these articles keep you informed and ahead of the curve.