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Connected Operations · One operations platform for a multi-location provider

Five departments and four referral tools replaced by one system.

Healthcare · Client name withheld

One operations platform is our alternative to renting five systems that never talk to each other.

The business challenge

Every part of the business ran on its own software. Sales tracked referrals across four separate tools, and recruiting, HR, management, and onboarding each had their own, all billed by the seat with no end. The harder cost was the data: the patient census lived inside the medical record system and could not be trusted, so the owner could not see across the business.

What we built

Rather than rent another tool, we built one system for how the business actually runs. We replaced the four referral tools with a single CRM holding every account, each with an AI-written summary. We wired hiring into the same system, connected a custom applicant tracker to the job board and payroll, and rebuilt the census as one dashboard every department trusts.

What changed

  • Five departments, one system
  • Four referral tools, one CRM
  • Every account in one place
  • One source of truth for census

What it runs on

  • Custom CRM
  • AI account summaries
  • Applicant tracking
  • Payroll and job-board integrations
  • Census dashboard
  • IT support

Census · all sites

One source of truthLive

Census today

440

Occupancy

88%

Accounts

1,100

By site

  • Riverside128 / 139
  • Northgate96 / 123
  • Lakeview142 / 148
  • Fairmount74 / 116

Five departments · one system

It’s just 3 steps

At a glance

Capability
Connected Operations
Sector
Healthcare
Client
Withheld
Build
Custom, not off the shelf
Data ownership
The client
Platform
Built and run by AIDM
Status
In production

Questions people ask about this one.

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