The Modernization Model
The Modernization Model
A phased build that steadily transforms your operations into a more cohesive system.
A phased build that steadily transforms your operations into a more cohesive system.
01.
01.
Clarify
Clarify
Clarify
We map how your program currently runs and identify where friction slows things down.
We map how your program currently runs and identify where friction slows things down.
We map how your program currently runs and identify where friction slows things down.
02.
02.
Design
Design
Design
Each improvement is built within a unified structure so solutions don't become isolated tools.
Each improvement is built within a unified structure so solutions don't become isolated tools.
Each improvement is built within a unified structure so solutions don't become isolated tools.
03.
03.
Adopt
Adopt
Adopt
We implement one meaningful improvement at a time, at a pace that fits your program.
We implement one meaningful improvement at a time, at a pace that fits your program.
We implement one meaningful improvement at a time, at a pace that fits your program.
04.
04.
Support
Support
Support
Every rollout includes documentation, walkthroughs, & guidance so adoption feels steady.
Every rollout includes documentation, walkthroughs, & guidance so adoption feels steady.
Every rollout includes documentation, walkthroughs, & guidance so adoption feels steady.
A Three-Year Engagement
A Three-Year Engagement
A Three-Year Engagement
Year 1 — Stabilize
Quick, high-impact improvements that reduce administrative hours and replace manual coordination.
Year 2 — Integrate
Connect workflows into a cohesive system that improves visibility and leadership oversight.
Year 3 — Mature
Strengthen governance, documentation, and internal ownership so the system remains sustainable long term.
Engagement intensity decreases over time as internal capability increases.
Year 1 — Stabilize
Quick, high-impact improvements that reduce administrative hours and replace manual coordination.
Year 2 — Integrate
Connect workflows into a cohesive system that improves visibility and leadership oversight.
Year 3 — Mature
Strengthen governance, documentation, and internal ownership so the system remains sustainable long term.
Engagement intensity decreases over time as internal capability increases.
Year 1 — Stabilize
Quick, high-impact improvements that reduce administrative hours and replace manual coordination.
Year 2 — Integrate
Connect workflows into a cohesive system that improves visibility and leadership oversight.
Year 3 — Mature
Strengthen governance, documentation, and internal ownership so the system remains sustainable long term.
Engagement intensity decreases over time as internal capability increases.
What This Replaces
What This Replaces
What This Replaces
This replaces disconnected tools with durable operational infrastructure.
It reduces:
• Physician administrative burden
• Manual coordinator processes
• Spreadsheet-based tracking
• Email-driven approvals
• Fragmented reporting
This replaces disconnected tools with durable operational infrastructure.
It reduces:
• Physician administrative burden
• Manual coordinator processes
• Spreadsheet-based tracking
• Email-driven approvals
• Fragmented reporting
This replaces disconnected tools with durable operational infrastructure.
It reduces:
• Physician administrative burden
• Manual coordinator processes
• Spreadsheet-based tracking
• Email-driven approvals
• Fragmented reporting
Built Inside Microsoft 365
Built Inside Microsoft 365
Built Inside Microsoft 365
This approach leverages Power Apps, Power Automate, and Dataverse—so your systems live within the tools your institution already trusts.
This approach leverages Power Apps, Power Automate, and Dataverse—so your systems live within the tools your institution already trusts.
This approach leverages Power Apps, Power Automate, and Dataverse—so your systems live within the tools your institution already trusts.



Investment & Structure
Investment & Structure
Investment & Structure
This work is structured as a limited long-term engagement.
I intentionally partner with only 2–3 programs at a time so the systems are built thoughtfully and supported over time. Each engagement is scoped around your program’s needs and current structure.
We review scope together before any commitment is made.
This work is structured as a limited long-term engagement.
I intentionally partner with only 2–3 programs at a time so the systems are built thoughtfully and supported over time. Each engagement is scoped around your program’s needs and current structure.
We review scope together before any commitment is made.
This work is structured as a limited long-term engagement.
I intentionally partner with only 2–3 programs at a time so the systems are built thoughtfully and supported over time. Each engagement is scoped around your program’s needs and current structure.
We review scope together before any commitment is made.
