Services
Advice for the systems and decisions that shape health system finance
Each engagement is scoped to the decision in front of you and ends with something your team can run. The experience listed under each service comes from Art's leadership roles inside health systems.
Transformation and shared services
Finance transformation, shared services and process improvement
Many finance operations still run on workarounds: emailed invoices, match exceptions, spreadsheets between systems and support requests with no owner. The cost shows up as slower closes, late payments and skilled staff doing rework.
How we work
- Design or redesign finance shared services: scope, service catalog, support tiers and service levels
- Document current- and future-state processes, mapped to the APQC Process Classification Framework
- Redesign procure-to-pay end to end: requisition, purchase order, receiving, invoice matching, exceptions and payment
- Strengthen supply chain data: vendor onboarding, item master and contract pricing
- Measure productivity and target automation: EDI and electronic invoicing, robotic process automation, workflow and self-service
What you receive
- A shared services operating model and service catalog
- A process flow library with roles, controls and system touchpoints
- A prioritized improvement and automation roadmap
- Procure-to-pay, accounts payable and close performance metrics and dashboards
From Art's career
- A faster procure-to-pay cycle at NewYork-Presbyterian: Ariba integrated with Lawson, invoice imaging, Smart Reconciliation and GHX EDI invoicing that reduced match exceptions
- Concur travel and expense integrated with payroll for all employees, replacing manual forms and payments
- A shared finance systems support model and standardized service desk across entities and finance functions at Stanford Health Care
- Process flows for 11 functional areas, and 4,000+ vendor statements reconciled by robotic process automation
ERP and financial systems
ERP selection, implementation, optimization and governance
An ERP decision commits your organization for a decade. Most of the cost and risk sits outside the software: requirements nobody owned, integrations nobody monitors, reports nobody retired.
How we work
- Requirements and scoring tied to your finance, procurement, supply chain and HR processes
- Vendor demonstrations scripted around your own scenarios
- Implementation oversight from the finance side: testing, conversion and cutover readiness
- Post-go-live governance: release management, configuration control, integration monitoring
What you receive
- A selection recommendation with total cost of ownership comparison
- An implementation readiness and risk assessment
- A governance charter and support model
- A report rationalization plan
From Art's career
- Workday Financials delivered on time and on budget at a $7.8B academic medical center
- Close monitoring across about 180 daily integrations, with daily error reporting
- A custom intercompany portal built on Workday Extend
- Lawson Financials Suite implementation, chart of accounts redesign and Lawson Budgeting and Planning at NewYork-Presbyterian
Planning and decision support
Enterprise planning, budgeting and decision-support design
When the budget takes months and cost data is disputed, finance spends its time defending numbers instead of shaping decisions.
How we work
- Map the planning calendar and where time is lost
- Design budgeting and planning integrated with the general ledger
- Rebuild cost accounting and decision support around the questions leaders ask
- KPI and performance-improvement tracking at system and facility level
What you receive
- A future-state planning process and calendar
- A decision-support operating model and reporting standards
- A KPI framework and dashboard specifications
- Requirements for planning and cost accounting tools
From Art's career
- Budget review and approval cycle cut by 30 days with Lawson Budgeting and Planning
- A 32-person BI and decision support department for a $14B, 40-hospital system
- Length-of-stay dashboards built with physician advisors and hospital CFOs
AI and analytics
AI-readiness and analytics-modernization roadmaps
AI pilots stall on the same obstacle: finance data that is undefined, duplicated or trapped in reports. Readiness starts there, then moves from descriptive to predictive and prescriptive insight.
How we work
- Assess data definitions, ownership and quality across finance systems
- Rationalize reporting and automate repeatable work first
- Set governance standards an AI program can build on
- Sequence use cases by value and data readiness
What you receive
- An AI-readiness assessment
- Data governance standards and definitions
- A prioritized use-case roadmap
- An automation opportunity inventory
From Art's career
- An AI readiness framework with data governance standards across Workday-native and external platforms
- 1,000+ financial data definitions governed in Collibra
- Custom reports cut from 1,000+ to 260, freeing 10,000+ staff hours
Merger integration
Merger integration and system alignment
After a transaction closes, the hard part begins: two charts of accounts, two sets of systems and a board that expects one view of performance.
How we work
- Financial due diligence on systems, reporting and finance operations
- Consolidated reporting design and chart of accounts alignment
- Pro forma modeling for the combined organization
- Post-merger restructuring of finance teams and systems
What you receive
- Diligence findings and an integration risk register
- An integration roadmap for finance, supply chain and HR systems
- A consolidated reporting design
- Pro forma financial statements
From Art's career
- Helped create the consolidated financial reporting environment for the newly merged CommonSpirit Health
- Integration roadmap for two community hospitals joining the NewYork-Presbyterian Regional Hospital Network
- Pro forma statements and staffing plans for a planned cancer hospital in Vilnius, Lithuania
Next step
Discuss your initiative
Tell us what you are weighing and when a decision is due. We will tell you plainly where independent advice would help.
Schedule a conversation