360° Technology Roadmap

From spreadsheet sprawl to a finance platform that scales — in 5 deliberate steps.

Personalized in 60 seconds for CFOs, VPs of Finance, Directors, and Controllers. Campbell Technology Advisors helps healthcare organizations design, implement, integrate, and optimize the systems that turn disconnected data into trusted decisions.

Whether you are fighting slow closes, disconnected EMR and accounting data, manual consolidations, or unclear provider-level profitability — the 360° Technology Roadmap gives your team a practical path from current-state pain to a scalable finance platform.

Listen to the podcast
Discover
Where are you now?
Design
What should change?
Decide
What solution fits best?
Deliver
Put the plan into action.
Guide
Scale with confidence.
Persona

Start Where Your Finance Team Feels the Pain

Choose the healthcare finance role closest to your seat. The roadmap will adjust the language around the problems you are probably dealing with right now.

Priority

What kind of freedom is your finance team trying to buy back?

Technology transformation is not really about software. It is about removing the friction that keeps good finance teams trapped in low-value work.

Your Snapshot

A roadmap that adjusts to your seat and your priority

Two quick picks and your snapshot fills in below.

Pain Points

The Pain Usually Shows Up Before the System Fully Breaks.

Healthcare finance teams rarely wake up one day and suddenly need a new system. The warning signs build slowly. The close takes longer. Reports require more explanation. Leadership wants views the system cannot produce. Growth adds complexity faster than the accounting process can absorb it.

Meet your advisor

The voice behind the 5-step journey.

Randy walks healthcare finance teams through each step of the roadmap on the podcast and in person. Subscribe for short, practical episodes you can pass to your leadership team.

Randy Kardas

Randy Kardas, CPA, CGMA, CITP, MBA

Managing Partner, Campbell Technology Advisors

  • CPA
  • CGMA
  • CITP
  • MBA

Randy leads finance-system transformations for healthcare organizations across the country — pairing day-one accounting expertise with practical technology design. He built the 360° Technology Roadmap to give finance leaders a deliberate, step-by-step path from spreadsheet sprawl to a scalable platform.

5-Step Journey

The 360° Technology Roadmap, step by step

Discover the current-state pain. Design the future state. Decide the right path. Deliver the solution. Guide the team beyond go-live.

1Discover

First, we find out where the system is actually hurting.

We do not start by throwing software at the problem. We start by understanding the current state: your close process, reporting package, chart of accounts, dimensions, integrations, manual workarounds, approval flows, data sources, pain points, and leadership reporting expectations.

Host video coming soon

Randy is recording a short walk-through for Discover. In the meantime, subscribe to the podcast for the audio version.

Listen on Spotify
What we do
  • Interview finance and operational stakeholders
  • Review current systems and reporting
  • Identify spreadsheet dependency
  • Map manual workflows
  • Review chart of accounts and dimensions
  • Identify integration gaps
  • Clarify leadership reporting needs
  • Prioritize pain by business impact
Outputs
  • Current-state assessment
  • Persona-specific pain map
  • Systems and workflow inventory
  • Reporting gap summary
  • Initial transformation opportunities
2Design

Then we design the future state before anyone touches configuration.

This is where the messy middle becomes visible. We translate pain points into architecture: workflows, data flows, dimensions, reporting structures, permissions, controls, integrations, and the right balance between software capability and advisory process.

Host video coming soon

Randy is recording a short walk-through for Design. In the meantime, subscribe to the podcast for the audio version.

Listen on Spotify
What we do
  • Design future-state workflows
  • Recommend system architecture
  • Define reporting dimensions
  • Map EMR, payroll, AP, banking, CRM, and other integration needs
  • Design dashboards and management reporting
  • Define close and approval processes
  • Identify data cleanup needs
  • Align implementation phases
Outputs
  • Future-state roadmap
  • System architecture recommendation
  • Reporting and dashboard blueprint
  • Integration design
  • Implementation plan
3Decide

Now leadership can choose the right path without guessing.

The decision stage connects business priorities, software capabilities, timeline, budget, internal capacity, risk, and expected outcomes. This is where we help leadership decide what to do now, what to phase later, and what should not be overbuilt.

Host video coming soon

Randy is recording a short walk-through for Decide. In the meantime, subscribe to the podcast for the audio version.

Listen on Spotify
What we do
  • Align software and services to business priorities
  • Build phased implementation options
  • Compare effort, impact, and dependencies
  • Identify quick wins and foundational work
  • Confirm roles and responsibilities
  • Finalize scope and success measures
Outputs
  • Recommended solution path
  • Phased scope
  • Services and software alignment
  • Implementation timeline
  • Success metrics
  • Investment summary
4Deliver

Then we build, migrate, integrate, automate, and report.

This is where the roadmap becomes real. We configure systems, migrate data, build workflows, develop integrations, automate processes, deploy reporting, train users, and support the team through go-live.

Host video coming soon

Randy is recording a short walk-through for Deliver. In the meantime, subscribe to the podcast for the audio version.

Listen on Spotify
What we do
  • ERP and accounting system implementation
  • Data migration
  • Chart of accounts and dimension setup
  • Report and dashboard buildout
  • Integration development
  • Workflow automation
  • AP automation
  • Close process improvements
  • Testing and validation
  • User training
  • Go-live support
Outputs
  • Configured system
  • Migrated data
  • Automated workflows
  • Integrated systems
  • Reporting package
  • Training materials
  • Go-live plan
5Guide

Go-live is not the finish line. It is where better decisions should begin.

After go-live, your organization keeps changing. New locations. New providers. New reporting expectations. New leadership questions. We stay involved as your technology copilot to improve, optimize, train, advise, and help your finance function scale.

Host video coming soon

Randy is recording a short walk-through for Guide. In the meantime, subscribe to the podcast for the audio version.

Listen on Spotify
What we do
  • Post-go-live support
  • Reporting optimization
  • Process refinement
  • User adoption support
  • Advisory meetings
  • New integration opportunities
  • Additional automation
  • KPI and dashboard improvements
  • Expansion planning
Outputs
  • Optimization roadmap
  • Advisory support cadence
  • Reporting enhancements
  • Training and adoption support
  • Long-term transformation backlog
Services

Services Aligned to the Journey

Three service lines, one roadmap. Engagements scale up or down based on what your finance team actually needs.

Systems Design & Implementation

For healthcare organizations that have outgrown QuickBooks, legacy accounting systems, disconnected reporting, or spreadsheet-based finance operations.

Capabilities
  • Sage Intacct implementation
  • Financial system design
  • Chart of accounts redesign
  • Dimension strategy
  • Multi-entity reporting
  • Dashboards and reporting
  • Workflow and close process design
  • Training and go-live support

Healthcare organizations needing a scalable finance platform with visibility by entity, location, provider, procedure, service line, or other operational dimensions.

Integration & Development

For healthcare organizations whose most important data is trapped across EMR, payroll, AP, banking, CRM, inventory, or other operational systems.

Capabilities
  • EMR to ERP integration strategy
  • API development
  • Data transformation
  • Workflow automation
  • Custom reporting data flows
  • Statistical data integration
  • Middleware and connector design
  • Automation of recurring finance processes

Teams that need financial, operational, statistical, and clinical data to work together instead of living in separate systems.

Accounting Advisory Services

For finance teams that need more than software configuration. They need practical guidance from people who understand accounting operations, reporting, controls, close cycles, and leadership decision-making.

Capabilities
  • Close process improvement
  • Reporting package design
  • KPI strategy
  • Allocation methodology
  • Provider profitability advisory
  • Workflow redesign
  • Finance team enablement
  • Ongoing optimization

Teams that want a stronger finance operating model, not just another system.

Build the business case first

Run the numbers before you commit to a platform

Use our Technology ROI Calculator to model close acceleration, AP automation, headcount avoidance, vendor spend, DSO recovery, and gross-margin lift across 11 transparent value drivers — with payback period and three-year NPV your CFO can defend.

Open the ROI Calculator
Outcomes

Built for Healthcare Finance Complexity

The system should support the business, not make finance rebuild it every month.

Visibility

Real-time insight across entities, locations, providers, procedures, service lines, and other dimensions leadership actually cares about.

Automation

Reduce manual work around reporting, AP, consolidations, allocations, and recurring finance processes.

Integration

Connect accounting, EMR, payroll, AP, banking, CRM, and operational systems so finance is not rebuilding the truth every month.

Confidence

Improve trust in the numbers through better structure, process, reporting governance, audit trails, and system design.

Growth

Support new locations, acquisitions, providers, entities, and reporting expectations without duct-taping the back office together.

Healthcare finance FAQ

Sage Intacct, EMR integration, and HIPAA-ready accounting questions

Answers we hear most often from healthcare CFOs evaluating Sage Intacct, EMR/EHR integrations, and multi-entity finance transformation.

Is Sage Intacct a good fit for healthcare organizations?

Yes. Sage Intacct is built for multi-entity healthcare groups, MSOs, physician practices, and post-acute providers that need dimensional reporting by location, provider, service line, and payer. Campbell Technology Advisors implements Sage Intacct with healthcare-specific dimensions, EMR/EHR integrations, and HIPAA-aware workflows so finance teams can report on provider profitability and entity performance without rebuilding spreadsheets each month.

How does Sage Intacct compare to QuickBooks or NetSuite for healthcare?

QuickBooks struggles once a healthcare group has multiple entities, intercompany activity, or provider-level reporting. NetSuite is capable but heavier and more customization-driven. Sage Intacct lands in the middle with native multi-entity consolidations, dimensional accounting, healthcare reference customers, and a faster implementation timeline. We help CFOs evaluate the fit objectively based on entity structure, payer mix, and reporting needs.

Is your Sage Intacct implementation HIPAA compliant?

Our implementation methodology follows HIPAA Privacy and Security Rule controls for any workflow that touches PHI-adjacent data, including role-based access, audit trails, encrypted integrations, and minimum-necessary data design between EMR/EHR systems and the general ledger. We do not store PHI in the accounting system itself; integrations are scoped to financial events, encounter counts, and service-line metrics.

Can Sage Intacct integrate with our EMR or EHR system?

Yes. We build integrations between Sage Intacct and EMR/EHR platforms such as Epic, Athenahealth, eClinicalWorks, NextGen, and others using API connectors or middleware (Workato, Boomi, MuleSoft). Charges, payments, encounter counts, and service-line dimensions flow into Sage Intacct so finance can report on provider profitability and payer mix without manual reconciliations.

How do you handle multi-entity consolidations across hospital and clinic locations?

Sage Intacct’s multi-entity architecture supports consolidated reporting across hospitals, clinics, ASCs, MSOs, and joint ventures with separate books, intercompany eliminations, and multi-currency where needed. We design the entity structure, dimensions, and intercompany rules during the discovery phase so consolidations run on demand instead of through quarter-end spreadsheets.

Can you report provider and patient profitability inside Sage Intacct?

Yes. By combining Sage Intacct dimensions (location, department, provider, payer, service line) with data feeds from the EMR and payroll system, we deliver provider-level P&Ls, contribution margin by service line, and physician compensation dashboards. This is the same approach behind our Physician Compensation Dashboard solution.

What does a Campbell Technology Advisors healthcare implementation look like?

Five phases: Discover (current-state finance and IT assessment), Design (entity, dimension, and integration blueprint), Decide (vendor selection and business case), Deliver (Sage Intacct configuration, integrations, data migration, training), and Guide (ongoing optimization and managed services). Most healthcare implementations run 12–20 weeks depending on entity count and EMR integration scope.

Do you support post-implementation optimization and managed services?

Yes. Our consulting and support practice covers month-end close acceleration, dimensional reporting refinement, EMR integration health, AP automation tuning, and finance team training. We also help CFOs operationalize provider profitability and payer-mix dashboards quarter over quarter.

Can I model the ROI of a Sage Intacct implementation before committing?

Yes. Our product-agnostic Technology ROI Calculator lets healthcare CFOs quantify the upside of a Sage Intacct implementation in CFO-ready numbers — modeling close acceleration, AP automation, headcount avoidance, vendor spend, DSO recovery, gross-margin improvement, and IT consolidation across 11 transparent value drivers. It reports total annual net value, payback period, and three-year NPV with explicit assumptions you can validate. Open the ROI calculator to build the business case before booking a working session.

Open the Technology ROI Calculator →

Your finance team does not need another disconnected tool.

You need a roadmap, the right system architecture, clean data flow, useful reporting, and a partner who understands the accounting underneath the technology.

Talk to Campbell Technology Advisors

Systems Design. Integration. Accounting Advisory. One roadmap.