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Building Transitional & Scaleable Playbooks with Finthrive

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Real Impact

Customer Support for Potential Migration

Playbooks Designed

Served as business analysts and project managers, Tuck's consultants designed a migration playbook to guide cross-functional execution.

Led discovery and observational interviews across six departments to surface pain points and align strategy.

Created playbooks for each of the product modules for two core products.

Process Bottlenecks Identified & Resolved

Improving Prior Workflow

Conducted deep-dive interviews and internal research to identify systemic bottlenecks.

Aligned recommendations to three business ROI goals and provided actionable quick wins tied to each.

Initiated qualitative conversations and interviews: Tuck consultants took this information and formulated it in a digestible presentation for leadership.

Departments Equipped with Playbooks for Success

Governance & Clarity

Introduced first-ever versioning system and centralized knowledge repository via SharePoint and Teams.

Ensured continuity after engagement through structured handoff documents & transition planning.

Took problem points and identified ten themes of 'why,' 'what,' and 'how,' these pain points could be repositioned.

FinThrive Overview

FinThrive is a healthcare technology company offering end-to-end revenue management solutions for healthcare providers. With a deep commitment to improving the business side of healthcare, FinThrive focuses on delivering better financial outcomes for both patients and providers. The company partners with over 3,200 healthcare organizations, covering more than $800 billion in gross patient revenue. Their solutions are designed to future-proof operations through analytics, automation, and scalable design. FinThrive prides itself on customer success, operational transparency, and measurable business impact, aligning well with enterprise healthcare organizations seeking transformational improvements.

Industry

Healthcare Technology

Employees

1,000+

Use Cases

Project Management
Technology Consulting
Healthcare Consulting

Timeline

5 months

The Challenge

When FinThrive approached Tuck Consulting Group, they were preparing for a major product transition: migrating more than 150 clients from a legacy system onto a newly built product. While a lot of documentation existed, there was no standardized implementation playbook or formal, cross-departmental, end-to-end process in place. The internal teams lacked alignment, and departments ranging from implementation consulting to engineering to marketing had no shared roadmap or knowledge management strategy. The project soon evolved to include the development of a scalable migration playbook and, later, a revenue cycle management module playbook.

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