ERP & EHR Advisory Built for Healthcare
Over 25 years of leading EHR and ERP implementations from both the client and vendor side. We advocate for you, so your technology actually delivers the value you were promised.
RFP & Vendor Selection
Craft a clear, defensible RFP. Lead demos and selection, benchmark pricing, and ensure you don’t overpay or sign up for vaporware.
Implementation Readiness
Align people, process, and data before the project starts. Staffing models, governance design, risk assessments, and go/no-go playbooks.
Project Oversight & Governance
Executive-level oversight to hold vendors accountable, manage scope, and keep your project on track for budget, timeline, and adoption.
Stay Standard Guardrails
Protect you from “just one more customization.” We keep your system within best-practice guardrails while preserving your strategic edge.
Rescue & Recovery Engagements
When implementations stall or go off the rails, we diagnose root causes, renegotiate where needed, and build a practical restart plan.
Fractional Executive Advisory
Ongoing C-level advisory for governance, vendor reviews, roadmap alignment, and board-ready reporting 1–4 hours per week.
The Advocate ROI+ Shield™ Program
A modular, high-impact advisory program that protects your investment across the entire ERP/EHR lifecycle.
1. RFP & Vendor Selection
We lead your RFP, structure demos, score vendors, and pressure-test contracts so you don’t overpay or overpromise to your board.
2. Implementation Readiness
We validate resourcing, budget visibility, stakeholder maps, and data readiness so your project starts strong instead of playing catch-up.
3. Oversight & Governance
We act as embedded executive sponsors—tracking KPIs, escalating issues, and enforcing scope so your vendor delivers what’s on paper.
4. Stay Standard Guarantee
We help you resist customization creep, preserving upgradeability and long-term ROI while still supporting key differentiating workflows.
The Advocate Playbook Toolkit™
Every engagement includes access to the same tools that have helped clients avoid millions in sunk costs and delays.
- ERP Success Scorecard – real-time KPI tracking for budget, utilization, CSAT, and adoption risk.
- Reusable Governance Templates – PMO dashboards, issue logs, heatmaps, and steering-committee packs.
- Mistake Prevention Library – top 20 failure patterns we see in implementations (and how to avoid each one).
- Time-to-Value Library – reusable content, data migration templates, and methodology accelerators.
- Scorecard Frameworks – executive-ready dashboards to track burn, alignment, and risk in one view.
- Early-in-Career PMO Toolkit – playbooks to ramp internal project leads to 80%+ utilization quickly.
What Clients Typically Achieve
Our work is measured in avoided rework, protected budget, and faster time to value.
Cost Protection
Clients commonly save 10% or more on implementation spend through better contracts, scope discipline, and vendor accountability.
Forecast Accuracy
Governance and scorecard frameworks that drive forecast accuracy to within ±5% on key cost and effort metrics.
Faster Time to Value
Methodology accelerators that have shaved 6+ months off delivery timelines in complex healthcare environments.
Ready to Align Your Implementation to Real Outcomes?
Let’s talk about where you are in the journey and which services make the most sense.