A Healthcare Technology Company Was Running a Complex Transformation Program. It Needed Project Leaders Who Could Hit the Ground Running.

A leading healthcare supply chain technology company was executing a large-scale Order-to-Cash transformation program with multiple parallel workstreams. The program required experienced project managers who could operate independently within an established PMO, deliver against committed timelines, and manage complexity without hand-holding. CIO Source provided them.

  • Industry: Healthcare Technology

  • Size: ~600 employees; serves thousands of hospitals, health systems, and suppliers

  • Ownership: Private

Business Challenge

  • The company was running a multi-year Order-to-Cash transformation program spanning customer service automation, release automation, and third-party system implementations, with multiple workstreams operating in parallel and interdependent delivery commitments.

  • Each workstream required dedicated project management leadership with agile delivery experience, the ability to build and maintain project plans, and the discipline to manage risks, issues, and stakeholder communication within a structured PMO framework.

  • Internal resources alone could not cover the full scope of active workstreams without adding experienced external project managers who could integrate quickly and operate with minimal ramp time.

  • As the program matured, scope expanded, requiring additional program management capacity to keep pace with a growing portfolio of initiatives.

Our Approach & Solution

CIO Source assigned experienced project managers directly into the company's PMO, embedding them as working members of the project delivery team rather than external advisors. Each PM was assigned to specific workstreams within the OTC program: Customer Service Automation, Release Automation, and the implementation of a third-party integration platform.

Working within the company's established delivery standards, the CIO Source PMs built and maintained project plans, tracked milestones, managed risk and issue logs, and provided regular status and financial reporting aligned to program requirements. The engagement was expanded and extended as the program grew, with CIO Source providing program management support across the full duration of the initiative.

Business Results & Outcomes

  • Multiple OTC workstreams managed through the full project lifecycle with dedicated, embedded project leadership operating within the company's PMO structure.

  • Customer Service Automation, Release Automation, and third-party system implementation projects each delivered with structured governance, risk management, and stakeholder reporting from kickoff through completion.

  • Agile delivery methodology applied consistently across workstreams, supporting the company's delivery standards and enabling iterative progress tracking.

  • Engagement expanded and extended based on performance, with CIO Source supporting the program through its full duration as additional workstreams and program complexity increased.

Executive Takeaway

Large transformation programs succeed or fail on execution, and execution requires people with the experience to lead complex workstreams without constant oversight. When a healthcare technology company needed project managers who could integrate into its PMO and deliver results from day one, CIO Source provided that capacity, and kept delivering long enough to see the program through.

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