Practice area 08

Technology & AI

Systems that go live on time, AI that lands where it actually belongs — and both get used.

Artificial intelligence here means specific, documented tools that do a defined job — invoice intake, board-pack drafting, variance narratives — measured against one rule: the value has to exceed the cost. Every workflow we build is handed to your team with training.

Governance/ Readiness & selection/ Implementation/ Adoption & enablement

Governance

AI governance framework

An acceptable-use policy, vendor and data-governance standards that are privacy- and HIPAA-aware, an AI opportunity and risk register, and education for the board, management, and staff.

Project

Readiness & selection

AI readiness assessment

A use-case inventory scored by value and risk across finance close, invoice processing, scheduling, dining, marketing, and resident communications; a data-readiness review; and a 12-month adoption roadmap.

Project

Needs assessment & vendor selection

Requirements definition by department; vendor RFP and demo scripts for EHR/EMR, ERP/GL, CRM, POS, and HRIS platforms; a scoring matrix; a total-cost-of-ownership model; and selection and contract-negotiation support.

Project

Implementation

Implementation advisory & support

Project plan and governance advisory, data-migration advisory, an integration map, user-acceptance test scripts, a cutover and go-live plan, and weekly status reporting.

Extended

Pilot design & measurement

A scoped pilot with defined success metrics, vendor configuration advisory, and a go / scale / stop decision memo.

Project

Adoption & enablement

Change management & training

A role-based training curriculum, a super-user program, and adoption metrics with a 60-day reinforcement plan.

Workshop

AI training & enablement

Executive one-to-one coaching, staff classes by department, and a prompt and workflow library retained by the client.

Workshop

AI workflow builds

Hands-on builds for specific workflows — invoice intake, board-pack drafting, variance narratives — with documentation and handoff to your team.

Project

Post-implementation review

Adoption and utilization findings, workflow fixes, report catalog and dashboard buildout, and database hygiene standards.

Project
The eight practice areas

Where else we work.

01FinanceReporting, forecasting, capital & turnaround 02OperationsCampus reviews, census, vendors, regulatory 03Board RelationsBoard packs, trustee education, committees 04Human ResourcesOrg design, pay, benefits, policy & culture 05StrategyPlans, repositioning, affiliation, benchmarks 06Project DevelopmentFeasibility, owner’s advisory, opening 07Investment OversightPolicy, oversight, searches, reserves 08Technology & AIGovernance, selection, go-live, adoption
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