Executive Technology Workshop
For healthcare C-suite executives: 6-8 hour strategic assessment identifying your top 2-3 transformation opportunities. Experience Enterprise-quality strategic thinking with vendor coordination guidance.
What's Included
- • Current technology stack review (EHR, practice management, clinical workflow systems)
- • Referral management assessment and tracking processes
- • Clinical operations review (patient flow, scheduling, efficiency)
- • Executive interview on strategic priorities and pain points
- • Team capabilities and technology readiness assessment
- • EHR optimization and workflow efficiency improvements
- • Integration opportunities and automation potential
- • Referral leakage analysis and communication gaps
- • Revenue cycle assessment and optimization opportunities
- • HIPAA compliance review and security gap identification
- • Vendor landscape assessment and coordination recommendations
- • Multi-agent AI methodology demonstration
- • Technology environment overview document (5-7 pages)
- • Executive summary with critical findings
- • 2-3 transformation opportunities with ROI estimates
- • Quick wins and immediate action items
- • Initial vendor recommendations for implementation partners
- • Recommended next steps and investment framework
- • Interactive Q&A session with stakeholders
Workshop Timeline
6-8 hours total engagement time (typically 1-2 sessions)
Completed within 5 business days from start date
Discovery Session
- • Technology environment assessment
- • Stakeholder interviews
- • Information gathering
- • Current state documentation
Analysis Phase
- • AI-augmented analysis
- • Opportunity identification
- • Pattern recognition
- • ROI estimation
Findings Presentation
- • Results presentation
- • Recommendations review
- • Next steps planning
- • Q&A session
Workshop Deliverables
Technology Environment Overview (5-7 pages)
- • Current technology environment assessment
- • Critical findings and immediate concerns
- • Strategic opportunity areas
- • Current state technology stack documentation
- • System integration and workflow analysis
- • Technology spending and resource utilization
- • Comparative analysis to industry best practices
- • Priority 1: Highest-impact opportunity with ROI estimate
- • Priority 2: Secondary improvement opportunity with implementation overview
- • Priority 3: Strategic initiative recommendation with timeline considerations
- • Quick wins and immediate action items
- • Technology investment priorities
- • Diagnostic engagement overview for comprehensive assessment
- • Implementation approach and timeline considerations
- • Resource requirements and investment framework
- • Success metrics and measurement approach
Follow-up Presentation
- • Executive briefing (60-90 minutes): Interactive presentation of findings and recommendations
- • Q&A session: Stakeholder questions and discussion
- • Next steps planning: Decision support for moving forward with Diagnostic or strategic initiatives
- • Workshop debrief: Feedback collection and engagement refinement
Clinical Validation Included
Recommendations are validated for clinical workflow fit and therapist adoption viability, ensuring enterprise expertise translates to your specialty clinic operations.
Who It's For
Is This Right for You?
This is right for you if:
- ✓You're evaluating fractional CTO services and want to see results before larger commitment
- ✓Your practice has 2-10 locations with technology/operational challenges
- ✓You need quick insights on top 2-3 transformation opportunities
- ✓Budget is $2,995 for low-risk exploration with vendor guidance
- ✓Decision makers can attend 6-8 hour session (virtual or in-person)
This might not be right if:
- !You need comprehensive 14-day assessment → Start with Diagnostic
- !You're ready for immediate project execution → Consider Initiative
- !You need ongoing monthly strategic guidance → Explore Retainer
- !You're a single-location practice (Workshop is optimized for multi-location complexity)
- !You need immediate crisis support (Workshop is strategic planning, not emergency response)
Not sure which tier is right? Schedule a 15-minute consultation to discuss your situation.
Pricing & Investment Credit
Workshop Investment
• Strategic leadership with vendor coordination guidance
• All services performed personally by Craig Trulove
• 100% payment due upon booking
• 100% credit toward $10,000 Strategic Assessment
100% Credit to Diagnostic
Credit Amount: 100% of Workshop fee applied to Diagnostic engagement
Requirements:
- • Sign Diagnostic within 30 days of Workshop completion
- • Credit applied to Diagnostic first payment
- • One-time use credit (not retroactive)
Example:
Frequently Asked Questions
What's the difference between Workshop and Diagnostic?
Workshop is a focused 6-8 hour assessment identifying your top 2-3 transformation opportunities with high-level recommendations. Diagnostic is a comprehensive 14-day deep-dive across all operational areas (referrals, revenue cycle, clinical workflows, technology) delivering a 50-75 page report with detailed 18-month roadmap. Workshop is perfect for testing fit before larger commitment; Diagnostic provides complete transformation strategy.
Do I need to provide PHI access for the Workshop?
No. Workshop scope does not require Protected Health Information access, so Business Associate Agreement execution is not required. Workshop focuses on high-level technology environment assessment and strategic opportunities using de-identified operational data and stakeholder interviews.
Can the Workshop be conducted remotely or does it require on-site?
Workshop is delivered remotely via secure video conferencing with screen sharing. This allows for flexible scheduling across your team's availability and eliminates travel time. For complex multi-location environments, on-site discovery may be recommended (available as add-on), but most Workshops are successfully completed 100% remotely.
What if I decide not to proceed to Diagnostic after Workshop?
No obligation whatsoever. Workshop is designed as a standalone engagement providing immediate value through identified opportunities, vendor recommendations, and strategic guidance. You receive the full technology environment overview and transformation opportunities regardless of future engagement. If you do proceed to Diagnostic within 30 days, you receive 100% credit ($2,995) toward $10,000 Diagnostic investment.