The Reality

Running a Dental Practice or DSO Is Hard

There's no vendor or technology silver bullet. Your team juggles many different software tools. And there's a massive implementation gap between the promise of software and what actually gets done.

67%
Software implementations fail to meet initial objectives
$180K
Average cost of a failed PMS migration (direct + indirect)
18 mo
Average time to run-rate progress without clear roadmap
40%
Of paid software features ever actually used by practices

Sound Familiar?

These aren't just statistics—they represent real businesses struggling with technology decisions, wasted resources, and missed opportunities. You don't have to navigate this alone.

How We Do Technology

Navigate Technology Decisions

Just like any successful journey, making the right technology choice requires understanding your destination, navigating the path, and finding the most effective way to get there.

01

Define Your Destination

Define what success looks like for your business and your teams. Clear business objectives come before technology decisions.

Where you want to be
02

Navigate the Optimal Path

Manage selection with vendor-agnostic evaluation, requirements engineering, and risk mitigation. We chart the most efficient route.

The best route forward
03

Arrive at Measurable Outcomes

Change management, project leadership, risk reduction and standardization scales - not just a project that happened.

Results that scale

Your journey. Your pace. Your results.

Why We're Different

We Do Different Work

Vendors provide project managers and trainers. We provide the implementation and adoption needed for real impact and ROI.

01

Insurance

Full strategy, not just conversion

What vendors provide

Insurance conversion data

What we deliver
  • Full insurance creation strategy across your tech stack
  • Resources & timeline guidance before and after conversion
  • Claims processing verification post-go-live
  • RCM advisor on centralization & automation
What We Do

Buying software is easy. Getting your team to adopt it is not.

Independent, product-agnostic guidance shaped by 98+ years of dental operations expertise, hundreds of implementations, and a methodology built around real results.

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Free PMS Guide

Software Selection

  • Product-agnostic guidance to navigate software selection, consolidation, and evaluation
  • Custom requirements documentation and feature comparison
  • Vendor demonstration coordination and proposal evaluation
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Software Selection Details

What's Included:

  • • Custom requirements documentation based on your workflows
  • • Detailed feature comparison matrix with scoring
  • • Vendor demonstrations & proposal coordination
  • • Clarity on pricing to compare apples-to-apples

Deliverables:

  • • Software Comparison Matrix
  • • Requirements Analysis Document
  • • Total Cost of Ownership Financial Model

Timeline:

4-6 weeks from kickoff to final recommendation

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Complete Implementation

  • End-to-end project management from planning through go-live
  • Change management delivery, system configuration and data migration
  • Custom SOPs guiding workflows across your entire tech stack
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Implementation Details

What's Included:

  • • End-to-end project management
  • • Change management delivery
  • • System configuration & data migration
  • • Training, go-live support & optimization
  • • Custom SOPs guiding the workflow across your entire tech stack

Deliverables:

  • • Detailed project plan
  • • Custom Change management deck
  • • Training strategy and agenda per location
  • • Success metrics per location

Timeline:

4-8 weeks from kickoff to go-live (varies by size)

System Optimization

  • Maximize ROI from existing systems through workflow redesign
  • Custom training programs and feature adoption strategies
  • Continuous improvement and performance monitoring
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Optimization Details

What's Included:

  • • System audit & workflow analysis
  • • Feature adoption gap assessment
  • • Custom training programs
  • • Ongoing support & continuous improvement

Deliverables:

  • • System Audit Report
  • • Optimization Roadmap
  • • Custom Training Materials
  • • Performance Metrics Dashboard

Timeline:

6-8 weeks for initial optimization

Tech Strategy Advisory

  • Long-term technology roadmap planning and strategic guidance
  • Multi-location coordination and scalable tech infrastructure
  • Ongoing advisory support and technology decision-making
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Advisory Details

What's Included:

  • • Strategic technology roadmap development
  • • Multi-location coordination & infrastructure planning
  • • Ongoing advisory & decision support
  • • Vendor relationship management

Deliverables:

  • • Technology Roadmap Document
  • • Multi-Location Strategy Plan
  • • Monthly Advisory Reports
  • • Quarterly Strategic Reviews

Timeline:

Ongoing retainer-based engagement