Case Management System Consulting

Case Management System Selection and Implementation

With Hartman Executive Advisors, you get more than case management system selection and implementation support. You get the ability to propel your mission forward through the power of technology.
Our executive advisors have spent their careers in human services IT leadership roles. That means you’ll have a partner who can show you how to take control of every aspect of your organization—from operations and compliance to grant funding management—through better technology. And with our proven, human-centered case management system selection and human-centered implementation processes, you’ll be able to see past the product demo smoke and mirrors and embrace the case management system that allows your team to do what you’ve always wanted to do: help more people and change more lives.

Power Your Mission Forward with The Case Management System Experts

Meticulous Planning
We start with a detailed intelligence gathering process—which includes a requirements evaluation, workflow reviews, stakeholder interviews, a change readiness assessment and more—to build a case management software selection and implementation strategy that’s precisely right for your business.
Rigorous Vetting
Tailoring our approach to your distinct needs, we’ll help you strategically narrow your case management system options through our comprehensive approach which can include a high-level Request for Information (RFI) or an in-depth Request for Proposal (RFP). In either case, our team will guide you in evaluating the top contenders against your specific business requirements.
Empowered Decision-Making
Our case management system consultants will manage the invitations for vendor meetings and on-site demos, develop a structured ‘Demo Script’ so you can compare platforms on a common footing, and schedule product demos with other stakeholders in your organization to ensure that all needs and concerns are addressed and sufficient buy-in is established.
Meaningful Implementation
Say goodbye to half-hearted or failed case management system implementations. Our executive advisors can help you navigate this critical phase to ensure your system implementation is properly communicated, executed, and adapted across every department for transformational success.
Accelerated Outcomes
Proven strategies that allow you to skip the learning curve and move straight into high performance.
Embedded Leadership

A trusted partner who quarterbacks your IT team as part of your team and establishes alignment and partnership within your business.

Deep Bench Strength

Full coverage support that combines C-level IT leaders from your vertical with experts across every discipline of technology.

Team Coaching & Mentoring
Tools that elevate your internal IT talent to become strategic leaders and change agents for your organization.
Align2Achieve Methodology
A guaranteed formula for identifying what good technology looks like for your organization and using it to protect and grow your organization’s assets.
100% Unbiased Guidance
Straight-shooter advice that’s always in your organization’s best interest and never aimed at selling products or swayed by office politics.
Scroll to Top