Client Overview

A healthcare technology company providing electronic health record (EHR) integration and analytics solutions for healthcare organizations. With 110 employees and $16M in ARR, they were experiencing strong sales growth but struggling with implementation capacity.

The Challenge

As sales velocity increased, the company's implementation team became overwhelmed, creating a growing backlog of customers waiting to be onboarded. New customers were waiting up to 5 months to begin implementation after contract signing, creating dissatisfaction and delaying revenue recognition.

Key issues included:

  • Implementation backlog of 5+ months
  • Each implementation highly customized and resource-intensive
  • Technical resources stretched across too many concurrent projects
  • Limited knowledge transfer between implementation projects
  • Customer expectations often misaligned with implementation realities
  • Inconsistent implementation quality leading to varied customer outcomes

Our Approach

We implemented our Scalability Engineering program focused on implementation excellence:

  1. Implementation Assessment:
    • Conducted comprehensive review of current implementation methodology
    • Analyzed resource allocation and utilization across projects
    • Mapped customer journey from contract to go-live
    • Identified common patterns across successful implementations
  2. Implementation Framework:
    • Developed standardized implementation methodology
    • Created implementation package options aligned with customer needs
    • Designed progressive implementation approach with clear milestones
    • Established resource optimization model
  3. Operational Deployment:
    • Implemented project management platform with standardized workflows
    • Created implementation playbooks for common scenarios
    • Developed customer preparation framework for accelerated starts
    • Built knowledge management system for implementation learnings
  4. Measurement and Optimization:
    • Established detailed metrics for implementation quality and efficiency
    • Created early warning system for at-risk implementations
    • Implemented weekly optimization reviews
    • Developed continuous improvement process

The Results

Within 8 months of implementation, the company achieved:

  • Implementation capacity increased by 130% without proportional headcount growth
  • Implementation backlog reduced from 5+ months to 3 weeks
  • Average implementation time reduced by 45%
  • Resource requirements per implementation decreased by 38%
  • Implementation quality score improved by 47% based on customer feedback
  • Revenue recognition acceleration of 3.5 months on average

The implementation transformation enabled the company to effectively scale their customer onboarding operations to match their sales growth, eliminating a critical bottleneck in their business while improving customer satisfaction.

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