A tailored strategy to solve your most critical challenges and unlock growth.
We've taken the time to deeply understand your current situation. Here's what we identified.
Five locations, insurance + retail customers, plus Amazon and Walmart marketplaces. Each channel has its own data flow. Without an architectural spine connecting them, inventory drifts between locations, orders fall through cracks, and reporting lags reality by weeks. The cost isn't visible until you try to scale.
Eligibility checks, prior authorizations, claims processing, denial management. Every manual step in this chain costs hours per order and creates compliance exposure if logging is incomplete. For DME specifically, this is almost always the highest-leverage automation target — and the one most consultants underweight because it's harder than retail flows.
PHI handling means HIPAA applies. BAAs with vendors, encryption at rest and in transit, audit logging, role-based access — these aren't add-ons bolted on at the end. They're load-bearing architectural decisions that shape every workflow that touches patient data. Get them wrong once and the cost is catastrophic.
I start by mapping every operational workflow across your 5 locations, your insurance + retail channels, and your Amazon and Walmart presence — then score each by leverage and compliance exposure. From there I design the automation architecture with HIPAA-aware patterns baked in: BAAs, encryption, audit logging, role-based access. I've built ops automation around sensitive data in regulated environments — the patterns transfer directly. Built to be the operational foundation your business scales on, not a one-off project.
Everything you need — built, delivered, and ready to run.
A clear, phased approach so you always know what's next.
Workflows mapped across all channels. Scored opportunity map + build roadmap delivered.
HIPAA-aware data flow design, vendor compliance review, architecture doc delivered.
Top 3–5 automations live — insurance workflows, inventory sync, marketplace routing.
Dashboards live, weekly digest scheduled, staff training, full documentation. Optional retainer for further waves.
A visual breakdown of your build — from first touch to close.
Send me a few times you're free this week. The first call is 30 minutes — I'll come ready with audit-prep questions and we'll discuss your top 3 operational pain points across the locations, insurance ops, and marketplace channels. From there we'll confirm scope, timing, and the right first phase to anchor on.