A Healthcare SaaS provider startup faced high implementation-phase churn and sluggish 'Time-to-Value' cycles. By partnering with our consulting team to introduce a formal Discovery Phase and a Repeatable Playbook, the company reduced implementation time and significantly boosted Day-1 platform adoption.
The 'Implementation Wall'
The software’s complexity often hindered post-sale progress. Without a clear roadmap, customers faced Scope Creep (endless configuration), Stalled Momentum (difficulty mapping features), and a Value Gap (buyer's remorse due to unmet expectations).
Technology operationalization
We implemented a structured transition period to validate the software against real-world environments before configuration began, shifting focus from features to outcomes.
Addressing global business imperatives
- Faster Deployment
- Increased Confidence
- Scalability
The Discovery Phase Initiative
Formalizing Discovery transformed the company from a vendor into a strategic partner. The Playbook reduced setup time from months to weeks, ensuring a high-touch experience with minimal internal effort.
Addressing global business imperatives
The repeatable process allowed the services team to scale without compromising quality. "The Discovery Playbook shifted our focus from 'features' to 'outcomes,' accelerating both our culture and our delivery."
The Repeatable Playbook
A standardized framework of workshops and templates ensuring a high-touch experience with minimal internal effort.
Guided 'Sandboxing'
Early access to core features in a pilot environment to test functionality during discovery.
The Value Map
A strategic document linking every technical setup to customer-defined KPIs.

