Technology Transformation Assessment for a Healthcare Payments Platform
Conducted a seven-week technology and process transformation assessment for a PE-backed healthcare payments company. Delivered a prioritized opportunity backlog of 30 initiatives across six operational capabilities.
Situation
A PE-backed healthcare payments platform faced operational complexity across core processing systems, partner integrations, and internal workflow tooling. Leadership needed a transformation assessment that translated technology constraints into a sequenced, measurable improvement plan aligned to EBITDA and customer experience goals rather than a generic IT modernization list.
Approach
Over seven weeks, we conducted structured interviews and working sessions with technology, operations, product, and finance leaders, complemented by targeted process mapping and dependency analysis across critical payment flows. We anchored prioritization on value, feasibility, and risk reduction, ensuring each initiative met a definition of ready for execution within the portfolio operating model.
Findings
The assessment surfaced fragmentation across six operational capabilities spanning intake, reconciliation, exception handling, partner onboarding, data quality controls, and engineering delivery governance. The opportunity set was consolidated into thirty prioritized initiatives with clear owners, dependencies, and impact hypotheses to prevent diffusion of effort across competing priorities.
Outcome
30 Initiatives Prioritized
The company received a shovel-ready backlog sequenced for impact within a realistic operating cadence. Leadership aligned on a transformation roadmap that connected technology work to revenue integrity and cost outcomes, enabling immediate mobilization after board review.