Three-Year Technology Roadmap for a Growth-Stage Dental Group
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Problem
Acquisitions outpacing technology planning
A 28-location dental support organisation in the US Mountain West was acquiring six to eight practices a year, each arriving with its own practice-management system, imaging setup and phone stack. Integration was decided deal by deal, spend was spread untracked across nine software vendors, and leadership had no shared view of which platforms should carry the group through its next three years of growth.
Solution
Three-year roadmap and playbook
We ran a twelve-week technology strategy engagement: a full systems inventory across all 28 locations, platform scoring on scalability, integration and cost, and structured working sessions with clinical and operations leadership. The deliverable was a three-year roadmap with a target platform stack, sequenced migration waves, a budget model, and a repeatable technology-onboarding playbook for every future acquisition.
Measurable Impact
What changed after launch
Time to onboard a newly acquired practice onto core group systems cut from roughly 9 months to 10 weeks using the roadmap's playbook
Practice-management platforms consolidated from 7 to 2 across the group within a year of the final readout
Annual software licensing spend reduced by 14% in the first budget cycle through vendor consolidation
All 9 year-one roadmap initiatives funded and started on schedule after a single board approval cycle
Tech & Tools Used
What powered the build
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