Tech Assessment & Strategic Roadmap
Our Technology Assessment & Strategic Roadmap is designed specifically for senior living communities to shift from reactive IT to a strategic, well-integrated approach that helps you lead with clarity and confidence.
Align Your Community’s Technology With Long-Term Success
This is a full-scale analysis and long-term plan. We assess your entire technology environment and deliver a three-year strategic roadmap that prioritizes infrastructure, business systems, resident tech, and innovation.
What to Expect
Interviews with Key Staff
We will conduct focused interviews in 30-minute intervals (individual or small group 1-hour sessions) with the following roles:
Leadership / Executives
Clinical
HR / Payroll
AL / IL / SNF / MC
Finance / Billing
Admissions
Life Enrichment
Dining
Maintenance
Marketing / Sales
Residents (optional)
Onsite Observations & Technical Review
We will assess the physical and technical environment, including:
Server rooms and IT infrastructure
Wi-Fi coverage and networking equipment
Communication closets and hardware setups
Resident-facing technology and innovation readiness
Onsite workflow and technology-related pain points
CIS Assessment
Our CIS (Center for Internet Security) Assessment is available as an add-on to your Technology Assessment & Strategic Roadmap. This optional evaluation benchmarks your community’s security practices against nationally recognized standards to help you reduce risk and meet insurance or compliance requirements.
Identifies gaps based on the CIS Controls framework
Provides actionable steps to strengthen cybersecurity
Supports HIPAA and cybersecurity insurance readiness
Helps prioritize security investments within your roadmap
Strategic Roadmap Delivery
We will deliver your custom 3-Year Strategic Technology Roadmap, which includes:
A summary of findings across infrastructure, systems, and operations
Prioritized technology recommendations by year
Alignment with your community’s strategic goals
Innovation and security readiness assessments
Estimated capital and operational budget ranges
Why It Matters
Clarity for Leadership
Without a clear technology plan, leaders often make reactive decisions that waste time and money. Our roadmap aligns your tech investments with your business goals, providing a step-by-step guide that supports smarter, more confident decision-making.
Better Staff & Resident Experience
When systems are outdated or fragmented, staff struggle and residents feel the impact. This service identifies gaps in both infrastructure and business systems, helping you streamline operations, reduce burnout, and deliver a higher quality of care.
Smarter Use of Your Budget
Technology costs are rising but that doesn’t mean you need to overspend. Our assessment helps you prioritize projects, avoid unnecessary purchases, and plan for upgrades in a structured, cost-effective way.
Readiness for Innovation
You can’t adopt tools like AI, smart home tech, or falls prevention systems without the right foundation. This service ensures your infrastructure, systems, and culture are prepared to support the innovations that today’s residents and staff expect.
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