Technology, Operations, and Data Strategy for ABA Providers

We help ABA providers evaluate their technology stack, align tools with growth plans, and remove friction across clinical, operational, and revenue workflows. Whether you’re scaling, merging, or modernizing, we deliver insight and support that’s grounded in ABA delivery.

✅ Technology Audits
Assess your current tools, uncover risks, and identify scalable alternatives across practice management, clinical, RCM, and analytics platforms.

✅ Custom Technology Solutions
Build tailored automations and system enhancements that address your unique operational challenges—whether in scheduling, billing, documentation, or reporting.

✅ Fractional CIO/CTO
Get interim leadership for migrations, platform strategy, or vendor selection—without a long-term hire. Mentor technology staff on ABA market and platform landscape.

✅ Enterprise Data Management/Agentic AI
Consolidate key data from EHR, PM, CRM, HR, Payroll, and other platforms - into secure, cloud-hosted Data Repositories. Build out enterprise KPI’s and train AI models.

Questions We Ask and What We Will Help You Uncover

Data & KPI Readiness

  • Do you have an enterprise data repository?

  • How accessible and actionable is your data?

  • Are KPIs well-defined and used in decision-making?

  • What reporting tools are in place—and who uses them?

Operational Visibility & Accountability

  • How well documented and understood are your day-to-day operations?

  • What is your approach to labor law compliance—especially in states like California where lawsuits around breaks, drive time, and overtime are common?

  • Who owns responsibility for:

    • Administrative Operations? Hiring & Onboarding?

    • Clinical Operations?

    • Technology?

RCM, Growth, and Differentiation

  • Describe your revenue cycle management strategy: internal, external, hybrid?

  • Are there automation tools embedded in your billing workflows?

  • What differentiates your firm in terms of experience, outcomes, or systems?

  • Are you planning to scale organically or through M&A?

  • Are you preparing for sale, PE backing, or recapitalization?

Tech Stack Assessment

  • What platforms do you use for practice management and clinical care?

  • Are they from the same vendor or separate systems?

  • Who are the “fans” of each system internally? Any teams using both?

  • Have you customized or extended your stack?

Automation & AI Readiness

  • Are you currently using automation for:

    • Admin workflows?

    • Revenue cycle?

    • Clinical management?

  • Have you explored AI tools—either internal or vendor-provided?

  • Are you experimenting with Agentic AI for more autonomous workflows?

Acquisition Readiness (as Acquirer or Acquiree)

  • Do you have a clear tech stack strategy for scaling through M&A (build vs. buy vs. partner)?

  • Is your data structured and clean enough to be absorbed by a larger platform—or to absorb others?

  • Have you evaluated how duplicative systems (e.g., EHRs, billing platforms, HR tools) would be handled post-transaction?

Why Providers Work With Us

We understand how ABA providers actually operate—across staffing, scheduling, billing, and compliance.

  1. Our audits go beyond checklists, revealing platform misalignment, inefficiencies, and opportunities to scale.

  2. We’ve helped providers optimize systems, replace outdated tools, and prepare for growth or acquisition.

Let’s Talk