PE-Backed Specialty Healthcare MSO — ~$200M Revenue, 50+ Locations, 5 Regional Affiliates (Crosslake Engagement)
Client Challenge
Fragmented EMR, PMS, and RCM systems inherited through successive add-on acquisitions were destroying enterprise value
Fragmentation blocked consolidated clinical analytics, created compliance risk, impeded revenue cycle optimization, and capped the scalability the acquisition thesis required
The PE sponsor and MSO leadership needed a rigorous, defensible platform selection
Client Solution
BAS™ Across Affiliates: Stakeholder discovery with clinical, operational, financial, and IT leadership across the MSO and all 5 affiliates
Requirements Engineering: 669+ weighted functional, non-functional, technical, and data requirements — each traced to discovery source, stakeholder, justification, and acceptance criteria
Vendor Evaluation: Structured RFI to 3 enterprise EMR/PMS/RCM platforms with capability matrices, weighted scoring, demo scripts, and comparative gap analysis
Financial Modeling: Full TCO — one-time implementation, CapEx, OpEx, licensing — with NPV, IRR, and payback analysis
Business Case: Comprehensive, CTO-endorsed strategic business case integrating value-destruction quantification, future-state architecture, vendor recommendation, and phased implementation roadmap
Client Impact Results
Requirements: 669+ weighted across 12+ process domains and all affiliates
Evaluation: 3 enterprise SaaS platforms scored quantitatively and qualitatively
Financials: Complete NPV/IRR/TCO model with phased timeline
Deliverable: CTO-endorsed business case and consolidation plan with implementation roadmap
Client Technologies
BAS™ methodology
APQC Process Classification Framework
Weighted scoring and decision matrices
RFI/RFP architecture and vendor response analysis
NPV/IRR/TCO financial modeling
HIPAA compliance and healthcare IT governance
