Digital Transformation and IT Integration
Effective adoption of digital systems, onboarding of professionals onto health platforms, telemedicine protocols, humanization of digitalization processes and operational consulting for health technology companies.
Sub-services in this area
6 sub-servicesAdoption Consulting for Medical System and Software Integration
For clinics with multiple digital systems that need information to flow between them.
What's included
- Assessment of current systems and their actual level of integration.
- Identification of points where the team does manual information transfer tasks.
- Analysis of the operational impact of the lack of integration.
- Definition of functional integration requirements for technical vendors.
- Design of human workflows adapted to the integrated scenario.
- Team training on combined use of the systems.
What we deliver
- Map of systems and required integration flows.
- Functional requirements document for IT or vendors.
- Redesigned workflows for the integrated scenario.
- Operations manuals and training materials.
Expected results
Reduced duplication of information between systems, less manual transfer work, improved traceability of clinical information, greater adoption of the integrated ecosystem.
Onboarding of External Professionals onto Digital Platforms
For telemedicine and B2B healthtech platforms recruiting external professionals.
What's included
- Analysis of the current onboarding process and identified drop-off points.
- Design of the full medical professional journey, from sign-up to retention.
- Design of the step-by-step onboarding flow, from registration to first real use.
- Training materials: quick guides, FAQ, operations manual.
- Definition of real adoption metrics: activation, first use, 30/60/90-day retention.
- Training the Customer Success team to run the onboarding.
What we deliver
- Documented medical professional journey with stages and metrics.
- Documented onboarding process ready for execution.
- Training materials adapted to the platform.
- Adoption metrics dashboard with clear definitions.
Expected results
Activation rate
+25 to +50%
90-day retention
+20 to +40%
Time to first use
−40 to −60%
Sustained recurring use
+30 to +60%
Team Adoption of Internal Systems
For clinics with an EHR or other tools already implemented that the team doesn't really use.
What's included
- Specific analysis of adoption barriers for each tool.
- Analysis of barriers by user profile: physicians, nursing, administration.
- Identification of "ghost systems" that were purchased but no one uses.
- Identification of parallel systems (paper, spreadsheets) competing with the official ones.
- Alignment with the regulatory framework for digitalizing medical records.
- Hands-on team training using the client's real cases.
What we deliver
- Adoption plan with clear stages and metrics.
- Training materials adapted to the client.
- 90-day adoption report with continuity recommendations.
Expected results
Real adoption at 90 days
70 to 90%
Use of parallel systems
−60 to −85%
Data entry errors
−50 to −70%
Design of Operational Protocols for Telemedicine
For clinics and platforms that offer or want to offer telemedicine care.
What's included
- Assessment of the current process or the expected scope of the service.
- Design of the patient journey in telemedicine: scheduling, preparation, consultation, closing.
- Design of the professional's journey: platform access, consultation, clinical record.
- Definition of quality criteria and operational standards.
- Verification of identity and confidentiality protocols in line with telemedicine standards.
- Training of medical and administrative staff on the operational model.
What we deliver
- Complete telemedicine operational protocols.
- Patient and professional journey manual.
- Documented quality standards.
- Training materials by role.
Expected results
Better patient experience in the virtual environment, higher professional satisfaction with the modality, fewer operational errors in virtual clinical recording, solid foundation for scaling.
Operational Consulting for Digital Health Startups
For healthtech startups that need to validate their product fits the sector's real operations.
What's included
- Analysis of actual platform use by existing customers.
- Identification of gaps between what the product offers and what operations need.
- Analysis of clinical user behavior in real-world settings.
- Flagging operational issues the product team should know about.
- Design of the onboarding process for new institutional clients.
- Definition of customer success metrics adapted to the health sector.
What we deliver
- Findings report on actual platform use, prioritized by impact.
- Design of the institutional client onboarding process.
- Definition of customer success metrics.
Expected results
Product aligned with how the clinical team actually works, faster onboarding of new institutional clients, and less friction between what the product offers and what operations need.
Advisory on Humanizing Digital Transformation
For health teams undergoing digitalization who need to preserve human care.
What's included
- Diagnosis of the current state of the relationship between digitalization and patient care.
- Design of the workshop content adapted to the institution's context.
- Design of practical cases and reflection exercises.
- Definition of operational standards combining digital efficiency with human care.
- Design of reinforcement materials for later use by the team.
- Facilitation guide so an internal lead can run the session.
What we deliver
- Facilitation guide and session content.
- Workbook materials for each participant.
- Documented operational standards for ongoing use.
- Closing report with specific recommendations.
Expected results
A team aligned on how to preserve human care during digitalization, clear operational standards for day-to-day work, and less staff resistance to new digital tools.