Multi-site healthcare
One business. One clear picture.
Connecting a multi-site healthcare business—from the field to the leadership team.
Client identity withheld for confidentiality.
- Site systems & referral activity
- Connected CRM & shared data
- Leadership dashboard & field app
The challenge
The business operated across multiple locations, but its information lived in separate worlds.
Sites used their own operational systems. Business development managers (BDMs) used a separate CRM to manage referral relationships. Leadership had no connected view of site performance, relationship activity or the sales pipeline.
BDMs spent approximately 20% of their week on administration—reviewing notes, updating records and planning follow-ups. Understanding business performance meant gathering data, reconciling systems and waiting for reports. By the time the picture was clear, weeks could have passed.
Our thinking
Keep the systems that serve the sites, connect their information, and build a shared operating picture around it.
For BDMs, make information easier to capture and retrieve while working between locations. For leadership, turn disconnected records into a clear view of what needs attention.
What we built
A central business platform combining:
- A CRM for referral relationships, activity and follow-up.
- A voice-first mobile app for capturing updates and preparing for meetings while working on the road.
- Data connections to the systems used across individual sites.
- A unified dashboard covering site performance, BDM activity and the sales funnel.
- Drill-down reporting to investigate performance and shape action plans.
What changed
Leadership gained a view of the business it had never had before.
Instead of waiting for financial periods to close and weeks of reconciliation, leaders could act on the current information brought together in the platform—identifying where to investigate, where to intervene and where to focus next.
From waiting for the picture to making the next move.
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