Client names are withheld to respect confidentiality.
Epic implementation — $100M technical project
Client
Academic medical center with 6 hospitals
The Ask
Project manage the technical stack and teams of a $100M Epic implementation — Cogito, Cogito Cloud, Microsoft Azure, Epic Bridges, clinical data conversion, end-user peripheral equipment and technical dress rehearsal, end-user provisioning, Epic security, system access, change management, and quality reporting.
The Solution
Course-corrected the Cogito implementation with a tracker that significantly improved project performance; assisted end-user provisioning with data and persona discovery so template data was ready; drove selection of a top-tier legacy data archive strategy with Harmony Healthcare; assisted in project-correcting regulatory quality reporting; and worked with leadership to review and assess Cogito Cloud — the solution ultimately selected.
The Outcome
The technical stack of a $100M Epic project delivered — Cogito corrected, archive strategy set, provisioning and quality reporting on track.
Project manage the client team and vendors to implement OnBase — and correct a drifting project to meet the Epic go-live dates.
The Solution
Re-confirmed requirements across vendor, client, and Epic teams; trained hundreds of employees on scheduling and documentation workflows; developed a historic scanned-documents button that saved the client over $1M in legacy document conversion; and led the architecture of a conversion engine for the remaining hospitals’ future OnBase/Epic implementations.
The Outcome
Met the Epic go-live timeline and went live successfully — with over 20 million documents converted from legacy document management systems.
OnBase implementation & legacy document conversion for Epic go-live
Client
Academic medical center with 3 hospitals
The Ask
Get the project back on schedule: project manage an on-prem OnBase implementation, ensure full business continuity for the enterprise infrastructure, and convert 10 million documents out of Allscripts for go-live.
The Solution
Corrected the project schedule and led the implementation of OnBase alongside Epic, with business continuity built into the enterprise infrastructure.
The Outcome
OnBase live with Epic on the corrected schedule — and every document successfully converted from Allscripts for go-live.
Implement IBM InfoSphere as the enterprise source of truth for patient identity, working with Epic — and convert all legacy registration data into InfoSphere and Epic.
The Solution
Managed the vendor, Epic, and client teams through implementation — converting millions of patient records and initiating InfoSphere as the source of truth while disabling Epic Identity’s EMPI source-of-truth functionality.
The Outcome
InfoSphere live as the enterprise identity backbone, with millions of patient records converted.
Project manage the implementation of a new patient management system — converting legacy registration data and interfacing with an established clinical system and associated patient management applications.
The Solution
Led the implementation end to end: legacy data conversion plus HL7 integration with the clinical system and third-party applications.
The Outcome
Patient management system live, with legacy data converted and integrations flowing.
SAP Business Objects reporting & utilization platform
Client
Academic medical center with 5 hospitals
The Ask
Lead and architect a reporting solution for OnBase errors, tickets, and utilization — across OnBase and RightFax — to reach root cause on integration and end-user issues, and implement a utilization billing structure.
The Solution
Managed a team of technical experts and implemented a SQL database covering OnBase integration issues, tickets, and utilization — with Web Intelligence reporting on top.
The Outcome
Integration errors reduced, a mis-indexed document error discovered and corrected, tickets cut through targeted training and tip sheets, and utilization billing live for operational departments.
Provide project management and a technical team to correct application locking issues — working with Microsoft MVPs — build a custom business-continuity solution for fulfillment, and complete a PCI/SOX compliance audit.
The Solution
Corrected the system locks with MVP-level Microsoft expertise, built the business-continuity solution for fulfillment, and ran the compliance audit through completion.
The Outcome
System performance improved 95%, full business continuity enabled for the supply chain, and PCI and SOX compliance completed — mitigating several key risks.
Provide project management, business analysis, and quality analysts to build a custom .NET/SQL supply chain web application for a growing company — bridging until a commercial product could be implemented.
The Solution
Managed the development team while providing business analysis and QA throughout the build.
The Outcome
New supply chain web application implemented successfully — integrated with the existing ERP application.
Third-party systems implementation for Epic go-live
Client
Healthcare organization with 1 hospital
The Ask
Project-correct and manage the setup of all third-party systems — contracts executed and test environments in place to begin build and interface testing.
The Solution
Built a project tracker and drove vendors onto schedule with their build and test environments.
The Outcome
Schedule caught up and the project course-corrected — third-party systems ready for interface testing.
Oversee the creation of Epic exit records from a Community Connect environment as the organization implemented its own foundation Epic system.
The Solution
Confirmed legal medical record requirements and server requirements against the timeline, then facilitated record creation and ingestion into the new Epic platform.
The Outcome
Exit records created and ingested on time — the legal record intact through the transition.
Manage the conversion of 5 million documents from a legacy OnBase cloud environment to a new OnBase cloud environment alongside a new Epic foundation go-live.
The Solution
Managed the conversion pipeline and the ingestion of HL7 messages to Epic as required.
The Outcome
5 million documents converted and ingested on schedule for go-live.
Manage the end-user device deployment for a new Epic foundation implementation.
The Solution
Project-managed the deployment from initiation through discovery and build — bringing in a project management specialist to complete the effort and the technical dress rehearsal.
The Outcome
Devices deployed and validated through technical dress rehearsal ahead of go-live.
Epic clinical data conversion to a new foundation system
Client
Healthcare organization with 1 hospital
The Ask
Manage the clinical data conversion from a Community Connect environment to a new Epic foundation system.
The Solution
Initiated a data-conversion steering committee and managed the project end to end — validation, manual data abstraction, and post-go-live conversion — including legacy-to-current data structure mapping for providers.
The Outcome
Clinicians went live with converted, validated data — and a mapping guide connecting legacy history to the new structure.
HL7 SER identifier digit change across the enterprise
Client
Academic medical center with 6 hospitals and several Epic Community Connect models
The Ask
The SER identifier needed to grow by one digit across all integration — with testing to guarantee no downstream issues. Project-correct the schedule and confirm every vendor and system impact.
The Solution
Corrected the requirements, testing approach, and schedule — then coordinated validation across the full integration landscape.
The Outcome
Over 100 systems and every HL7 message type successfully tested with the additional SER digit.
Project manage the infrastructure team through merger-and-acquisition work — including the tenant-to-tenant M365 migration.
The Solution
Led the migration to the parent tenant end to end, including the domain change, ServiceNow updates, and enterprise communications related to the merger.
The Outcome
M365 migrated to the parent tenant successfully — identity, domain, and communications handled.
At 120 days from go-live for a new healthcare acquisition: project-correct third-party system access, Epic security and end-user provisioning, and ServiceNow readiness.
The Solution
Created a detailed tracker and confirmed requirements per application; facilitated SSO and connectivity confirmation with every application and infrastructure team; produced a current-state security readiness assessment and drove review and correction of security templates; and worked with ServiceNow leadership to confirm go-live configuration.
The Outcome
Third-party access, security provisioning, and ServiceNow all confirmed ready for go-live.
Create a better way to track all project requests — priority, owners, costs, and funding status — across the enterprise portfolio.
The Solution
Built a custom tracker giving leadership instant clarity on project information, team and sponsor ownership, cost and cost type, funding need and year, and approval status — plus a grading system using key metrics to confirm each project’s priority.
The Outcome
Leadership running the portfolio from one tracker — with priorities set by metrics instead of noise.
Manage the implementation of DAX on a Community Connect model — and explore piloting orders.
The Solution
Managed the parent Epic foundation team, the client team, and the vendor through negotiations, contract execution, and implementation with an initial pilot group — using Radar and Clarity data to track KPIs for success metrics.
The Outcome
DAX live — providers saw a significant improvement in off-hours work time and overall efficiency.
Manage third-party systems, the data conversion, integration, and legacy data archiving for a new acquisition and its Epic go-live.
The Solution
Project-corrected the third-party system readiness schedule, led the clinical data conversion and HL7 integration, and negotiated the blood bank system conversions and the move of legacy data to the Harmony Healthcare archive.
The Outcome
Third-party systems ready, clinical data converted, and legacy data archived — the acquisition’s go-live supported end to end.
Data center migration — 300+ servers, 140 applications
Client
Healthcare organization with 2 hospitals
The Ask
Manage the migration of over 300 servers and 140 applications into two other primary data centers.
The Solution
Led company teams and vendors to build the tracker, schedule, and migration strategy — including an additional HL7 engine, Openlink — and drove an initiative to confirm vendor costs.
The Outcome
Migration executed to plan — with vendor costs reduced by almost 50%.
EMPI, chart correction & Epic error queue operational support
Client
Healthcare organization with 5 hospitals
The Ask
Manage and complete chart corrections, EMPI maintenance, and Epic error queues for the HIM data integrity team.
The Solution
Fielded a team of project managers, validation experts, and quality assurance experts running the daily data-integrity operations inside the client’s Epic environment.
The Outcome
Ongoing engagement — data integrity successfully managed for the client, day in and day out.