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THE 4-STEP PRODUCT

From overwhelm to first dollar saved.

No consulting engagement. No IT integration. No SOC 2 onboarding. Just a wizard, a playbook library, a Kanban board, and a savings capture at close — in that order.
01

Run the Discovery Audit

A 10-minute wizard. No data ingestion. No IT tickets.

You answer high-level questions about your categories, spend ranges, and bed count. We never ask for PO files, AP exports, or patient data — that is architectural, not a toggle. You walk away with a prioritized found-money estimate before you have entered a single SKU.

  • Zero-PHI by design — no patient data touches the platform
  • 5-minute Lite-mode answers (no PO/AP dump required)
  • Outputs: category-level savings ranges + initiative shortlist
Start Free Discovery Audit
02

Open the Playbook

Every initiative is a complete 26-section execution guide.

Pick an initiative from your shortlist. The playbook gives you the money (savings math), the intelligence (contract checklist, vendor discovery keywords), the people (stakeholders, objections and rebuttals), and the execution (timeline, negotiation tactics). This is the consulting engagement deliverable — as a living document, not a PDF that walks out the door.

  • 26 sections per playbook — savings math, negotiation tactics, insider secrets
  • 5 execution pathways (RFP, GPO optimization, PPI, renegotiation, internal process)
  • 3 public samples live now — see Exam Gloves, Security Services, Paper Products
See a Playbook
03

Execute on the Kanban Board

Your pipeline, grouped by prime vendor, not by initiative.

Projects spawn directly from the playbook. The board is vendor-centric — overlapping initiatives roll up to the same vendor row so you never duplicate work. Slide-out Risk Logs surface blockers without cluttering the board. A CFO Charter export signs the project off at the close, captured with a cryptographic hash.

  • Vendor-centric rollup prevents duplicate PM boards for overlapping categories
  • Per-stage automated email notifications to stakeholders
  • Client-side PDF generation keeps everything Zero-PHI
See the Workspace
04

Close the Loop

Real savings. Or real cost avoidance. Captured once, at contract close.

When you sign the contract, you capture one number: the final negotiated price against your baseline. If the vendor wanted a $10 increase and you held it to $5, that $5 counts too — Cost Avoidance is a first-class savings type, tracked separately from price reductions so your CFO sees both. One entry per initiative at close. No ongoing price logging across 50+ line items. Honest math at the finish line, feeding straight into your 5× Identification Guarantee tile.

  • One entry per project — baseline vs. final negotiated price
  • Cost Avoidance tracked as its own savings type (projected increase vs. actual)
  • 5× Identified Opportunity Guarantee — measured at Day 90, refund if the math falls short
Read Guarantee Terms

The audit is free. The wizard takes 10 minutes.

No credit card. No IT department. No PO file. Just answers to a short set of questions and a found-money estimate at the end.