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1

Document Assessment Goals

We begin by clearly documenting the goals forthe assessment — what you want to understand, improve, or change across your IT organization.

2

Identify Assessment Interviewees

Together, we identify the right mix of interview participants, including senior IT leadership along with key directors and managers who represent critical functions and teams.

3

Gather Key Data Inputs

Prior to interviews, we solicit key data inputs such as org charts, role descriptions, certification lists, performance metrics, support and project volumes, hiring needs, and any existing assessments or audit findings to inform our preparation.

4

Conduct Assessment Interviews

We then conduct structured assessment interviews focused on organizational design, capability, support and project delivery, risk, hiring, and alignment with strategic goals, using a consistent framework across stakeholders.

5

Score and Synthesize Results

Findings are scored against a defined rubric, allowing us to identify strengths, gaps, and risk areas across teams, roles, and leadership layers in a consistent and comparable way.

6

Recap Findings with IT Leadership

Finally, we recap findings with IT leadership, walking through key insights, prioritized recommendations, and practical nextsteps to strengthen structure, reduce risk, and improve performance.

Our services

Services that match you with top-tier talent.

Our tailored approach integrates seamlessly with your existing systems, ensuring a smooth experience from start to finish.

High-Impact Talent for Mission-Critical Roles

We specialize in placing experienced Epic and healthcare IT professionals who directly influence operational performance, financial outcomes, and system reliability.

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Epic Professionals (Revenue Cycle, Patient Access, Clinical, Reporting, and Integrations)
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Traditional IT Professionals (Enterprise Applications, Infrastructure, and Security)
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Project & Program Leadership

Proactive Workforce Strategy for Healthcare IT Leaders

Our retainer-based partnership is designed for health systems that want to move beyond reactive hiring and adopt a structured Epic and IT workforce recruiting and planning strategy.

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Workforce planning and hiring roadmap development
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Ongoing candidate pipeline creation
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Dedicated recruiting bandwidth

Evaluate. Align. Strengthen.

IT Workforce Optimization provides healthcare IT leaders with a structured, outside-in evaluation of team capability and execution, organizational design, and workforce risk.

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New CIO transitions
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IT restructuring and transformation initiatives
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Epic and IT support performance improvement efforts
30%

Faster

1,500+

Businesses

85%

Improvement

90%

Retention

99%

Savings

100%

Satisfaction

70%

Efficiency

80%

Reduction

Blog

Exploring the future of recruitment: insights and best practices

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