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Two tools. One scopes the engagement that fits your situation. The other scores how ready your organization is to run a change like this at all — which is often the more useful answer.

Question 1 of 6

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What is the main thing you are trying to solve?

We are choosing or replacing a major systemEMR, ERP, practice management, finance, anything coreA project is behind or in troubleIt started, and it is not going the way it was supposed toOur processes are inefficient or undocumentedThe work gets done, but nobody can say howOur infrastructure cannot keep upCapacity, resilience, security, or a platform at end of lifeDay-to-day IT support is failing our staffTickets, backups, devices, the help deskWe need skilled people faster than we can hireEspecially clinical or healthcare IT skillsWe have an idea and need it designed properlyA new service, product or way of working

How ready is your organization for a system change?

Eight statements, four dimensions. Rate each from 1 (not true of us) to 5 (completely true). The score tells you where a project would break before it breaks — the pattern matters more than the total.

Governance & sponsorship

There is one named executive accountable for this change succeeding.

Not true12345Completely true

Governance & sponsorship

Decisions that affect scope get made in days, not months.

Not true12345Completely true

Data & integration

We know where our data lives and what condition it is in.

Not true12345Completely true

Data & integration

Our existing integrations and interfaces are documented.

Not true12345Completely true

Operational readiness

Front-line staff have been involved before decisions are final.

Not true12345Completely true

Operational readiness

We have absorbed a change of this size before and it went acceptably.

Not true12345Completely true

Support model

We know who supports this system on the day after go-live.

Not true12345Completely true

Support model

Our backups have been restored in a test within the last year.

Not true12345Completely true

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