Your Software Migration partner
HME/DME Software Migrations Are Complex. Your Support Doesn't Have to Be.
Whether you're evaluating your readiness, building your workflow foundation, or managing a full transition- SBS provides the operational expertise to move your team from implementation to full adoption.
The Missing Piece Is Adoption
Training gets done. The system goes live. And then your team looks at the screen and the real questions start.
That's where most migrations fall short. Not because the technology failed, but because training teaches where to click, not how the system fits the way the business actually works.
What Makes SBS Different
We Don’t Just Get You Live.
We Ensure Adoption.
Implementation gets your team to go-live. Adoption gets them to actually operate.
Most migration support stops at training. SBS starts there and goes further by creating real SOP’s/workflows (as needed), translating those workflows into the new system, closing gaps that training missed, and staying with your team until the software isn't just installed, it's integrated into how you actually work day to day.
Find Your Starting Point
Not every provider needs the same level of support. Here's where most of our clients begin.
“Working with Cat was fantastic! Her professionalism, responsiveness, and attention to detail exceeded our expectations. Every question was answered quickly, and she genuinely cared about helping us succeed. She made our transition into our new software so smooth and we would have struggled immensely without her help. We highly recommend her services going forward!”
Jordan
Clarity & SOP Foundation client
“Bringing in Cat Roten to lead our software transition was one of the best decisions we made. What could have been a complex and stressful transition became a smooth and organized process. She didn’t just act as an outside consultant — she became a trusted member of our team. It genuinely felt like one of our own was leading the effort.”
Moises
Full Leadership & Transition Oversight client
Client Story
1.5 Years Stalled.
9 Months to Full Adoption.
A 40-person DME provider in North Carolina had been attempting a software migration for over a year and a half — with most of it stalled, no documented workflows, and a leadership team too stretched to own it. Here's what changed when SBS stepped in.
THE SITUATION
This provider had committed to a new system and had been working toward migration for 18 months. But progress had stalled.
The challenge wasn't the software. It was capacity. With a 40+ person operation to run, the leadership team couldn't own a full migration project at the same time. A handful of workflows had been set up — the rest sat in limbo, with no documented SOPs, dozens of unresolved questions, and a very real fear about what a disrupted transition might do to revenue.
Sound familiar or a fear of yours as well?
THE ENGAGEMENT
SBS came in at the Full Leadership & Transition Oversight level — taking full ownership of the migration from documentation through go-live and beyond:
Built SOPs and workflow documentation from scratch across all departments
Translated every workflow into the new software structure
Identified gaps — and found solutions, whether temporary workarounds or permanent resolutions
Managed integration testing and tracked every update until it was confirmed working
Communicated directly with the software team on unresolved issues and followed up until closed
Created a full training plan — written materials and custom video trainings for the team
Supported post-go-live to identify and resolve any remaining adoption gaps
THE OUTCOME
9 months to successful go-live after 18 months of stalled progress
Zero revenue impact in Q3 and Q4 leading into a go-live in January of following year
A team that went live with SOPs, training resources, and confidence — not just a new system
Post-go-live, they had something they'd never had before: documented workflows, SOPs to reference, and training videos new hires could watch independently — without pulling time from managers, directors, or the COO.
The team was still navigating change. But for the first time, they weren't navigating it alone — and they had the resources and the support to move from implementation to full adoption.
“Cat didn’t just act as an outside consultant — she became a trusted member of our team. It genuinely felt like one of our own was leading the effort.”
Client · DME Provider, North Carolina
Full Leadership & Transition Oversight client
The shift isn't implementation to go-live.
It's implementation to integration.
Your Questions,
Answered
If you have additional questions, please reach out to our team at team@successbeyondstrategy.com.
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No — SBS is not exclusive to any single platform. We currently have a formal partnership with TrueSight, and our support model is designed to work with providers navigating any major HME/DME software transition.
You don't need to be migrating to TrueSight to work with us. What matters is that you're navigating a migration and need operational, workflow-level support to make it stick.
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Absolutely. Our Migration Readiness Audit is designed specifically for providers who are evaluating their options or aren't sure they're ready to move forward. We'll help you understand where your gaps are and what a successful transition would actually require — so you can make an informed decision and move with confidence when you're ready.
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It depends on where you're starting and which level of support you choose. Workflow Essentials is a focused, fast engagement. Our Strategic Transition Tiers are designed to begin 30 days to 4 months before go-live, depending on your team's complexity and needs. We'll give you a clear timeline after our first conversation.
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We focus on the operational and workflow side of transitions — documentation, training, gap identification, and go-live support. We don't handle data migration, system configuration, integrations, or technical setup. We're also not a billing or AR resource. Our role is to make sure your team knows how to operate in their new system from day one.
Not Sure Where You Fit?
That's What the Discovery Call Is For.
We'll spend 30 minutes understanding your current situation and help you figure out the right next step — even if it's not working with us yet.