Fractional CIO & Healthcare IT Consultant | PE-Focused M&A & Transformation Expert

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Summary

This Fractional CIO & Healthcare IT Consultant is a private-equity proven CIO/IT executive with20+ years leading enterprise technology in multi-site, compliance-heavy services and healthcare. Scales platforms, consolidates systems, and delivers measurable value in M&A,EMR,ERP/CRM, security, data, and operations.AI-driven automation, and applied machine learning across sales, operations, radiology workflows, and patient engagement. This Fractional CIO & Healthcare IT Consultant has extensive experience directing cross-functional teams and launching technology programs that safeguard data, streamline operations, drive innovation, and advance business strategy. Extensive experience aligning technology with business goals, consolidating systems, and capturing multimillion-dollar savings through standardization, automation, and modernization.A successful business partner, contributing to company growth during a 14-year history starting with 30 locations and 800 employees, now consisting of 151 locations and 3,000 employees and 10X EBITDA growth. This Fractional CIO & Healthcare IT Consultant is experienced in leading IT strategy, transformation, integrations and execution for multiple Private Equity-backed portfolio companies, delivering transformative technology solutions to drive growth and enhance profitability.

Highlights

• Global Experience
• EnterpriseBusiness andIT Strategy
• Operating Model & IT Governance
• PE Value Creation & Synergy Realization
• M&A (DDI & PMI); Security & Risk (HIPAA, SOC 2)
• Data & Analytics (Finance/Operations KPIs);AI/ML Applications (Healthcare, Sales, RCM, Customer Experience)
• EMR Consolidation and Integrations, ERP(Oracle/Fusion, Cloud ERP)
• CRM (Salesforce) & RevOps
• Applications Portfolio & SaaS Optimization
• Cloud Platforms
• Vendor Management & Contract Negotiation
• Budgeting & Forecasting
• Service Delivery & Field Operations
• Compliance& Audit
• Change Management & Adoption
• Talent Development
• Cybersecurity
• Solutions Architecture
• EnterpriseSolutions
• Infrastructure Management
• Quality Assurance
• Product Development
• Process Engineering
• Process/ReportAutomation
• Project Direction
• Budget Management
• Leadership Development
• Performance Improvement
• Team Building& Training

Relevant Accomplishments

• Managed, trained, and lead a global team of 30, creating actionable plans to drive growth.
• Led global Salesforce, Oracle ERP,IT Operation, Cybersecurity, PMO and business relationship management teams(BRM), driving modernization and process improvements that reduced operational costs by5%, and ensured scalable, reliable systems for sales, finance, and operations.
• Managed global information technology strategy, driving operational improvement opportunities and risk mitigation, streamlining processes, optimizing systems, and leveraging technology effectively to improve overall productivity and performance resulting in SG&A reductions by $3M
• Directed systems and process due diligence and integrations for the acquired entities, achieving all synergy targets, unlocking$5M in cost savings and 30% efficiency gains across operations, technology, and product lines.
• Led ERP modernization by steering the transition from legacy Oracle and CSI to modern cloud ERP solution, setting the vision for standardization, scalability, and automation while maintainingOPEX flat and increasing efficiency and agility.
• Orchestrated Salesforce integration with ERP, e-commerce, and enterprise platforms, improving customer experience, quoting accuracy, and order-to-cash while eliminating $1M annually in redundant systems.
• Embedded SalesforceAI (Einstein)to qualify leads, score opportunities, and auto-generate emails, sales call summaries, and targeted marketing messages, driving5%higher conversion rates and sales productivity.
• Identified areas of improvement, creating a 3-year technology strategic plan with focus on aligning IT goals and deliverables, resulting in improved innovation and technology competitiveness by introducing new technology products in the market.
• Oversaw budget of $16M, managing forecasting and spend, while creating a $1M security budget.
• Establishes change management processes, IT project governance, Cyber security governance, Master data management, and governance program resulting in$1.5M in yearly savings.
• Laid the foundation for AI adoption by launching master data management and governance programs, ensuring clean, reliable datasets to support Einstein, Forethought chatbot, and analytics.
• Drives adoption of new e-commerce strategies through amazon MFN, resulting in $2M annual increase in direct product sales.
• Implemented AI chatbot for direct customer orders, reducing headcount needs by 20% while improving accuracy and response times.
• Identified and managed the efforts to commercialize Ergotron’s RhythmConnect software resulting in $500K of annual subscriptions increases
• Established an initiative to create a product configurator the resulted in 20% efficiency in quoting and pricing process and a $200K annual in labor savings.
• Drove Global cloud first initiative to transform legacy systems into cloud-based alternatives and secure overall annual savings of $150K.
• Led negotiations with major software vendors leveraging Blackstone private group purchasing power to reduce the software annual costs by 8%.
• Led IT strategy and execution across the organization, implementing scalable solutions that improved profitability, reduced costs, and contributed to enhancing the enterprise value by 30%
• Directed, hired, and led IT department of 82, establishing KPIs to drive growth in alignment with company vision.
• Led Enterprise applications, Systems Engineering, Network engineering, Telecom, Helpdesk and Automation Teams.
• Restructured the Radiologist support team to align with company’s overall service and quality goals hitting 25% better response time.
• Led AI initiatives across clinical and operational domains, including radiologist workflow optimization (10% dictation time reduction, 20% throughput gain), RCM automation (error flagging, denial prediction, faster reimbursements), andAI-assisted patient intake; unlocking $5M in savings over 18 months.
• Provided executive and strategic responsibility for all IT support teams for 3,800internal users as well as 2,000+outside facilities with approximately 3,000 additional users.
• Led $750M in Mergers and Acquisition technology due diligence and integrations, ensuring seamless transitions and capturing synergy targets across operations, IT, and patient care delivery.•Collaborated with the PE Operating partners, aligningIT strategies with investment goals to drive post-acquisition integration efforts.
• Co-drove company revenue growth of13% (2021–2023) by supporting post-merger integrations and cost controls, contributing to both synergy realization and organic growth.•Controlled process for all patients’ experience products and operation improvement initiatives including digital transformation across the company improving patient care by introducing digital tools to help patients scheduling, intake, check in, and retrieval of results.
• Created and maintained entire IT budget and entire financial picture of $25M (capital side) and $15M (opex side).
• Served as core leader in all system conversion initiatives upon opening15-20new centers per year.
• Led the planning and implementation of nationwide EMR/RIS and PACS upgrades, delivering $5M in operational efficiencies.
• Led due diligence efforts for mergers and acquisitions, evaluating technology infrastructure, systems integration, and cyber security posture to inform investment decisions.
• Managed a team of 53 direct and indirect reports
• Led IT integration for ~10 acquisitions annually, standardizing infrastructure and systems to accelerate synergy capture and enable expansion from 50 to 120+ centers.
• Assisted in CDI’s expansion from 50 centers to 120 freestanding outpatient-imaging locations and 150+imaging mobile units through infrastructure integrations and change management.
• Oversaw long-term budget planning ($10–12M annually) including projections, timing of expenditures, staffing, impact, and value-for-investment of new products and projects.
• Co-drove company revenue growth of 20% in 2017–2021 due to acquisitions and cost controls (figure includes7–8% same-center growth) through a multitude of avenues.
• Improved infrastructure security through mobile devices, endpoints, network perimeter, and the data centers resulting in creating a state of the art zero trust cybersecurity program focused on securing patient data.
• Created programs to deliver infrastructure resiliency, standardization, security, and scalability.
• Led major projects including development initiatives for EMR systems and enterprise radiology reading softwarePACS, platform upgrades for 3,000 desktops and 750servers,
• Pioneered early AI initiatives in imaging, including research projects to extract disease patterns from images, map conditions by location, and support tracking for clinical research.
• Provided technical input to the company’s government relations arm on potential issues that warranted advising changes to proposed laws resulting in promoting interoperability laws between healthcare systems implemented byCMS and patient access rules
• Oversaw systems engineering team of30supporting IT infrastructure for 2,700+ internal users as well as connections with 2,000+ partner organizations.
• Partnered with senior management on financial, marketing, technology, and organizational strategy to ensure IT alignment with company’s strategic goal.•Created and implemented $5M IT infrastructure budget for companies 120 locations while reducing costs by more than 25% by assessing all areas of IT infrastructure expenses and re-negotiating terms with vendors and service providers.
• Governed design and implementation of one of the first imaging clouds in the U.S.resulting in 200K image exchanges per hour within RAYUS network of imaging centers.•Maintained 99.999% uptime SLA for servers, storage, and applications through implementing a proactive maintenance schedule and change management process that eliminated bottle necks

Roles

• Manager
• Senior Director
• Vice President
• Global Vice President

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