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

Download one pager

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.

Hear from Our Partners

Let’s Connect

SCHEDULE A CALL
CONTACT US
EMAIL US

Download your Free Resource

Technology Strategic Planning to Transform your Community’s Technology Culture