What breaks
at this point.
01
Processes cross too many systems
A single request touches the CRM, the ERP, a ticketing tool and three inboxes.
02
Audit trails are reconstructed
Evidence for reviews is assembled by hand from emails.
A rollout plan
your steering committee can read.
Security review, a six-week pilot and staged business-unit waves — each with an owner, an exit criterion and a date.
Security & procurement
Complete
Pilot · EU operations
Complete
Rollout · EU business units
In progress
Rollout · US business units
Planned
Steady state & QBRs
Planned
What changes
in the first month.
Governance
Controls IT can sign off quickly.
SSO, SCIM, granular roles, audit log streaming and EU or US data residency come standard on Enterprise workspaces.
SAML SSO and SCIM provisioning
Audit log streaming to your SIEM
Data residency per workspace
Scale
One model across business units.
Standard lines with unit-level variations, portfolio reporting across regions and admin delegation so central teams don’t become the bottleneck.
Workspace hierarchy and delegation
Cross-unit reporting
Sandbox workspaces for testing changes
A plan you can start
on Monday.
01
Security and procurement review
Questionnaire, SOC 2 report and DPA.
Weeks 1–3
02
Pilot one cross-functional process
Measured against a documented baseline.
Weeks 4–10
03
Build the rollout plan
Region by region with named owners.
Quarter 2
04
Operate and improve
Quarterly business reviews with your success manager.
Ongoing
0
Missed audit items (Pellam Clinics, fictional)
11
Clinics on one intake process
Customer story
Pellam Clinics
Our clinicians stopped being the people who chase paperwork. The process does that now, and it writes everything down.
Dr Hannah Osei · Clinical Operations Lead
6 weeks
To clear a 900-referral backlog
Recommended plan
Enterprise
SSO, SCIM, audit export, data residency and a dedicated success manager, on an annual agreement.
Custom pricing
Questions
from teams like yours.
Ask us anything
