Post-Acquisition IT Integration Assessment
A fixed-scope, 2-3 week assessment that maps what you acquired, ranks the integration risks, and gives you a Day-1 and 90-day plan.
- Timeline
- 2-3 weeks
- Format
- Remote, with one on-site day if needed
- Fee
- Fixed fee, agreed before we start
- Best for
- Health systems, behavioral health groups, and PE-backed healthcare platforms that just closed or are about to close an acquisition
You closed the deal. Now your team has to absorb a second set of clinical platforms, identities, networks, and vendor contracts, while patient care keeps running. This assessment gives you a clear picture of what you bought and a plan your team can execute.
What you get
- Systems and data inventory: clinical platforms (EHR, practice management, billing), identity (Active Directory, Microsoft 365, Entra ID), network and security tooling, and the shadow IT clinical staff actually rely on.
- Integration risk register: each risk ranked by patient-care, compliance, and cost impact, with an owner and a mitigation.
- Day-1 and 90-day plan: what must work on Day 1, what to consolidate first, and what can wait.
- Consolidation opportunities: duplicate platforms and licenses you can retire, with the dependencies to resolve first.
- Executive readout: a one-hour session with your leadership and IT team, plus the written report.
How it works
- Kickoff (day 1): scope, stakeholders, and access.
- Discovery (week 1-2): interviews with IT, clinical operations, and finance; review of contracts, architecture, and tenant configurations.
- Plan (final week): risk register, sequencing, and readout.
Your team keeps everything. If you want help executing the plan, that's a separate engagement; there's no obligation.
Why us
We led a post-acquisition consolidation for a 40-site behavioral health network: eight clinical platforms moved into one cloud environment, saving $525K per year in licensing and cutting patient-data reconciliation time by 30%. See our work.