We help dental practices navigate the complexity of technology implementation so you can manage effectively today and scale tomorrow.
Vendor Adoption Journey
Independent, product-agnostic guidance shaped by 98+ years of dental operations expertise, hundreds of implementations, and a methodology built around real results.
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4-6 weeks from kickoff to final recommendation
4-8 weeks from kickoff to go-live (varies by size)
6-8 weeks for initial optimization
Ongoing retainer-based engagement
Every technology decision should drive measurable business outcomes. Here's what success looks like when the right technologies are coupled with world-class implementation.
When patients show up as scheduled, production per day increases and your providers stay fully utilized. Reduce missed appointments with automated reminders, two-way texting, and online booking that keep schedules on track.
When patients understand their options and feel supported financially, they are more likely to say yes to care. Improve case acceptance with digital treatment presentations and financing tools that make decisions easier.
Unscheduled or incomplete treatment often sits untouched and can represent hundreds of thousands in revenue. Bring that revenue back into your practice with automated tracking that surfaces missed opportunities and outreach that gets patients scheduled.
Teams lose valuable time re-entering data between systems. Remove manual work with integrated tools that share information automatically across your PMS, imaging, and third-party platforms.
Collections suffer when claims are inaccurate or delayed. Strengthen your financial performance with automated eligibility checks, claim scrubbing, and denial management that reduce write-offs and speed up reimbursement.
Patients expect modern, convenient experiences and stay loyal when you deliver them. Improve satisfaction with online scheduling, digital forms, and simple payment options that reduce friction at every step.
Leaders make better decisions when data is consistent and accessible. Gain clarity with consolidated reporting that provides real-time visibility into production, collections, and KPIs across all locations.
Tech stacks fail when there is no structure or accountability. Stay on track with a project management approach that sets clear milestones, keeps communication tight, and supports real change management.
Standardized systems and processes allow rapid de novo openings and acquisition integration—onboard new locations in weeks, not months, without quality degradation.
We fill the gaps in time, bandwidth, and expertise so your team stays steady and your rollout stays on track.
If you don't have budget to add headcount or just need help for a specific project, we step in to lead the implementation—so your EBITDA stays intact.
If you need to roll out software but don't want to pull someone away from their regular duties, we jump in to run the project and partner with you to leverage your time.
If you've handled upset doctors and frustrated teams with past projects, you know a poorly managed rollout doesn't just waste time—it causes turnover. We lead change management so everyone stays aligned.
If you need to start with gathering requirements, confirm the technology meets your needs, then implement with documented SOPs and post-rollout support—we handle all of it.
9 vendors compared · 500+ data points · Used by 200+ location DSOs
Vendors tell you how their software works. We evaluate your business objectives, workflows, and structure, then customize the most effective path to measurable outcomes.
We evaluate solutions based on your needs, not vendor relationships. Zero bias.
From single dental practices to 200+ location DSOs, we know how to implement at scale.
We get in the weeds—how each system works, where the gaps are, and how to smooth the workflows.
We start with your goals and design the implementation around them, not around a vendor's product lineup.
Real partnerships. Real challenges. Real outcomes. See how we help dental organizations navigate critical technology decisions and execute implementations that deliver results at scale.
4-location privately-owned group prepared to add 2 offices. RCM lead said she needed to hire 2-3 team members. Assessment revealed workflow opportunities and text-to-pay implementation eliminated the need.
Cloud migration, new PMS implementation, standardized schedule templates, and online booking launched across 20 locations.
Multi-location dental group completed go-live on schedule despite one office being without power for 2.5 weeks due to hurricane damage.

We are a team of dental operations leaders who have spent decades inside private practices and large DSOs implementing technology, fixing broken workflows, and helping guide organizations through complex change.
We are product-agnostic, privately owned, and focused on serving your business so you get the results you deserve.
Jill Nesbitt, our founder, brings more than 25 years of dental operations and technology experience to the group. She spent 15 years running a multi-specialty practice and later led strategic customer success programs for Henry Schein One, where she worked with some of the largest DSOs during the industry's cloud transition. Her experience shapes the methodology our entire team uses today.
Whether you're evaluating a PMS switch, planning a multi-location rollout, or optimizing what you already have—your roadmap starts here.
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No pressure. No vendor pitches. Just honest guidance from an independent expert.