The Challenge: Growth at the Cost of Stability
PT Solutions entered a phase of aggressive national expansion, managing over 500 clinical locations. However, the rapid pace of acquisitions created significant friction points:
- Budgetary Volatility: IT budget variance was trending at 280%, complicating PE-investor relations.
- Procurement Lag: Critical clinical device fulfillment took ~14 days, stalling new site launches.
- Integration Debt: No standardized process existed to onboard the 85+ clinics acquired across the Northeast, Mid-South, and Florida.
The Strategy: Professionalizing Service Delivery
The transformation focused on shifting from a reactive "support" mindset to a proactive "operations" model through three key workstreams:
1. Vendor & Fiscal Sovereignty
Restructured the vendor ecosystem by eliminating redundant Value-Added Resellers (VARs) and moving to direct-manufacturer agreements with Dell. This eliminated markups and secured Net 60 payment terms, improving cash flow predictability.
2. Automation as a Force Multiplier
Deployed Microsoft Intune and Tanium for modern endpoint management. By implementing "Zero-Touch" provisioning, device setup time was slashed from hours to just 20 minutes.
3. The M&A Playbook
Developed a comprehensive, repeatable M&A integration playbook covering pre-acquisition due diligence, Day 1 readiness, and post-go-live hypercare. This allowed for multi-region integrations without expanding internal headcount.
The Results: Measurable Impact
Through disciplined forecasting and transparency, the organization achieved a 97% improvement in fiscal accuracy.
- Bottom-Line Savings: Exited unfavorable MSP agreements to generate $1.6M in annual savings.
- Speed to Clinical Readiness: Reduced hardware fulfillment time from 14 days to 3 days.
- Cloud Efficiency: Optimized hybrid Azure environments to deliver an additional $19K/month in savings.
- Service Excellence: Improved internal response times by ~40% through insourcing and workflow redesign.