Creative Operational Solutions
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Close-up of network servers with colorful cables connected and glowing status lights.

Automation & AI: the busywork automated, and AI you can defend to an auditor

Growing organizations collect systems faster than they manage them: an EHR here, HR software there, a dozen SaaS tools, each with its own passwords and its own version of who works here. New hires wait days for access. Offboarding is a checklist nobody finishes. Staff manually re-key the same data between tools. And AI is already in the building, usually with no policy, no training and no idea what data it is touching. The result is security risk you can't see and hours of manual work you can.

What we do

HRIS-driven onboarding and offboarding: Your HR system should be the single source of truth for who works here. We connect BambooHR, Paylocity, ADP, UKG, Oracle HCM, Rippling or Workday to Microsoft Entra ID, Okta or Google Workspace with SCIM, so a new hire's accounts, groups, equipment ticket and training assignments are created the moment the HR team enters them into the system, and every access is revoked the second someone leaves the company. Role changes update permissions automatically. You get an audit trail that answers compliance and audit questions in minutes instead of a week of spreadsheets.


Single sign-on and identity management: Design and implement SSO across your applications with Okta, Microsoft Entra ID (Azure AD) or Google Workspace, using SAML, OIDC and SCIM. Multi-factor authentication, conditional access and role-based policies built in, so one password gets each person exactly the access their job needs and nothing more.


Automation design and build: Map the manual handoffs between HR, IT, EHR, billing and scheduling systems and replace them with automations in Power Automate, Workato, Zapier or n8n, or custom PowerShell, Bash and Python integrations where off-the-shelf connectors fall short. Typical targets: credentialing paperwork, referral tracking, inventory reorders, report distribution, and corporate device management automation via Intune, Jamf or any other MDM solution.


AI in daily operations: We help you choose and roll out the AI that actually saves clinician and staff time: ambient documentation (Abridge, Nabla, Suki, DAX) with workflow fit and specialty templates; AI-assisted coding and prior-authorization follow-up; AI agents for intake, scheduling reminders and patient outreach; Microsoft Copilot or Google Gemini for the back office with role-based training. We run vendor evaluations against your EHR, your payer mix and your staff, pilot before you sign, and measure adoption afterward.


AI governance you can defend: An AI readiness assessment, a written acceptable-use policy that satisfies HIPAA and your funders, data-handling rules for PHI, vendor BAAs and risk review, and staff training that covers what to use, what never to paste in, and how to check the output. Then a quarterly review so the policy keeps up with the tools.


Security and compliance: Network segmentation, firewall and endpoint protection, email security, and access reviews. Audit readiness for HIPAA, HITRUST, SOC 2 and CIS, with documentation that holds up when the auditor asks.


Service desk and ITSM: Freshservice, Jira Service Management or ServiceNow with request catalogs, SLA tracking and a knowledge base, so requests stop living in email and onboarding tickets open themselves.

What you get

Working SSO with documented policies, an HR-to-IT onboarding and offboarding flow that runs without a checklist, a security gap analysis with the fixes applied, automations your team can maintain, an AI policy and training your staff have actually completed, and a short list of what to tackle next.


Who it's for: Organizations of 10 to 500 people with more systems than IT staff; private practices, medical groups, clinics and nonprofits whose onboarding and offboarding still run on spreadsheets; HR and IT leads who want the handoff automated; and leadership teams that want AI in the building on purpose, with a policy behind it.

Data & Dashboards

See the numbers before they become a problem

The data exists, spread across the EHR, billing, HR and scheduling systems. Pulling it together takes a week, by which time the month is over. Leaders manage from memory and spreadsheets.

What we do

Define the handful of KPIs that drive each team: clinical, operational, financial, executive and board.
Build dashboards in Power BI, Tableau or Looker Studio, tailored by role.
Connect EHR, HRIS, billing, ITSM and scheduling data so numbers refresh without manual work.
Link dashboards to productivity standards, QA programs and compliance tracking, with alerts and drill-downs.
Put AI to work on the analysis: Copilot and Gemini for plain-language questions against your data, automated anomaly flags and narrative summaries for board and funder reports, with the governance to keep PHI out of the wrong tools.

What you get

A KPI framework, live dashboards, documented data sources, and a short training so your team owns it after we leave.


Who it's for: Leadership teams that want a single source of truth; practices and organizations reporting to funders, boards, payers or HRSA (UDS) who are tired of rebuilding the numbers every quarter.

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