top of page

Areas of Practice

Staff Training

  •  Train new and existing staff on use of software

  •  Provide transition tools

  •  Configure client systems and validate client software user-adoption

  •  Recommend best practices for software use

Staff Training

Business Development

  •  Develop actionable business plan models, from strategic plans to integrate with long-term and capital plan   and budgeting initiatives

  •  Develop a comprehensive plan that suits organizational goals and desired outcome

  •  Mitigate business plan gaps by assessing for accountability and turnaround opportunities

  •  Introduce process improvements in collaboration with internal and external functions

  •  Evaluate and measure success criteria for business planning models

Business Development

Project Management

  • Whether your organization is implementing a new financial solution or needs new staff training, our project goal is to provide solutions in the most organized and efficient manner possible

  • Provides expert project management for both short and long-term projects

  • Help organizations drive milestones to reach their goals

  • Ensures effective communication with those involved in project

Project Management

Interim Leadership

Just in time and just the right amount of leadership and/or support. We only engage in leadership roles when asked. Fill a particular role, such as budget manager, director or senior analyst for a single cycle or partial cycle until a replacement is hired and trained. We can assume the role of project manager for a particular project, such as a general ledger and/or payroll system conversion. We can map existing to new dimensions, create new imports & test, while working on other projects in supporting roles. There is no intent to permanently fill any existing roles. We are here to support organizations short term, long term or somewhere in between.    

  • Provide quick & efficient solution when vacancies and/or system conversions are impacting deliverables

  • Keep projects moving forward so no time is lost while trying to fill empty positions

Interim Leadership

Contract Development

  • Evaluate and analyze payer contract performance, rate and volume, trends, yield and pricing models

  • Build and audit contract models within EPIC for expected payment calculations vs. payments, allowances and write offs

  • Build managed care contract models for contract negotiations

  • Create models and reports quantifying historical payer performance and projecting revenues associated with proposals

  • Develop multi-point audit processes to facilitate catching contract rate and term errors, prior to payer implementing new rates

  • Lead simultaneous implementations, including Contract Analytics, Experian Contract   Management/PassPort Estimator, Tableau and Edifecs software

Contract Development


  • Create models and reports quantifying historical payer performance and projecting revenues associated with proposals

  • Develop multi-point audit processes to facilitate catching contract rate and term errors, prior to payer implementing new rates


Project Resources

  • We will add value day one, because we’ve been in your shoes. We have built Axiom budget & reporting solutions, as software implementation consultants. We’ve held roles as analysts, controllers, directors of finance roles within FP&A, at multiple healthcare and non-healthcare systems. We have decades of experience using financial solutions, including Axiom, Strata, EPSI/Allscripts, Hyperion Planning, Cognos, Healthcare Insights, and other financial solutions. We’ve even built budgets, business plans and reporting tools using Excel.  

  • We integrate immediately with your project and existing team

  • We provide interim, experienced resources who flex to your schedule and provide bridges & ladders to help you ascend times of change

Project Resources

Software Expertise

  • Syntellis (formerly Kaufman Hall) Axiom, XI & Enuff Budgeting, Physician, Productivity, Rolling Forecast, Long-Range Financial Planning, Cost Accounting & Decision Support System, Comparative Analytics, Capital Planning & Tracking, Performance Reporting, Custom Report Writing, Dashboards, PowerBI

  • Hyperion Planning Budgeting, Human Capital Planning, Reporting, Essbase, DataManager, SmartViews/Hyperion Financial Management (HFM) General Ledger, Forecasting, Reporting

  • StrataJazz Budgeting, Financial Planning, Contract Analytics, Cost Accounting & Decision Support System, Capital Planning, Reporting

  • Healthcare Insights Budgeting, Reporting, Long-Term Financial Planning

  • Cognos, Business Objects, AmericanFundware Budgeting, Reporting

  • General Ledger, Human Capital and Payroll Software PeopleSoft, Lawson, Ross, Meditech, Infor, Peachtree, QuickBooks, McKesson, Meditract, Sage Intacct, VisionWare Productivity, ADP

    • General Ledger

    • Materials Management

    • Inventory

    • Purchase Orders

    • Journal Entries/Reclasses/Accruals/Intercompany Transfers

    • Payroll/Jobcodes/Paycodes

    • Human Resources/Employee Master/Grades/Pay Bands

    • Data Mapping

    • Reporting

    • Account Receivables/Accounts Payables

    • Fixed Assets

    • Grants

    • Reconciliations

    • Investments

  • Patient Accounting, Contract Modeling and Analytics and Decision Support Systems, EPIC, Clarity, Caboodle, EPSI, Eclipsys, McKesson/HBOC, Invision, TSI, Avega

    • Managed Care Modeling

    • Contract Analytics

    • Hospital & Clinical Data Analysis

    • Pop Health

    • Accountable Care Organizations

    • Electronic Data Warehouse

  • Benchmarking, Metrics and Visualization Software UHC, Experian, Edifecs, Action OI/Truven, MGMA, Crowe, Crimson, Microsoft Office Suite/PowerBI, Tableau

Software Expertise
bottom of page