Your Software Migration partner
Your HME/DME Clients Deserve a Migration They Actually Will Adopt.
We partner with HME/DME software companies to ensure client migrations don't fall apart after training by translating real workflows into your system, identifying gaps before go-live, and supporting teams through the transition.
Workflow
Translation
We take each HME/DME client's real-world workflows and translate them into your software, so training becomes specific, relevant, and immediately usable.
Migration
Readiness
We identify gaps before go-live to ensure data, workflows, and processes are aligned, so nothing breaks when your client transitions.
Transition
Support
We support HME/DME teams through the migration process, keeping communication clear, priorities aligned, and execution moving forward.
The Partner Behind the Process
Success Beyond Strategy is a team of workflow strategists and adoption specialists supporting HME/DME software companies through high-stakes client migrations and transitions.
We step in where implementation alone falls short by bringing structure, operational clarity, and real-world workflow alignment to ensure your software works the way your clients actually operate.
From workflow translation to migration readiness and transition support, our role is to bridge the gap between system design and day-to-day execution in the HME/DME space.
SBS is led by Cat Roten, Founder/CEO and integration expert with deep HME/DME operational experience, who helps clients navigate complex software transitions from the inside out. Through her team, she continues to provide this support to more companies with the same depth and service.
What We Help Our Partners Achieve
For Your Team
Onboarding experiences that actually reflect how your HME/DME clients operate
Reduced friction between implementation, training, and real-world use
Fewer post-go-live issues, escalations, and client frustrations
Clearer communication across internal teams and external clients
More scalable processes as you continue to grow
For Your Clients
Confidence in how to use your system from day one
Workflows that match how their HME/DME business actually runs
Minimal disruption to operations during migration
Clear understanding of how their data and processes translate
A smoother, more supported transition overall
“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 Go-Live.
A 40-person DME provider in North Carolina had been attempting a major software migration for over a year and a half — with most of it stalled, no documented workflows, and a leadership team stretched too thin to own it. Here's what happened when SBS stepped in.
THE SITUATION
This DME provider was doing everything right in terms of intent. They'd committed to a new software platform and had been working toward migration for 18 months. But progress had stalled.
The core challenge wasn't the software — it was capacity. With a 40+ person operation to run, the leadership team simply couldn't own a full migration project at the same time. Most of the transition was sitting in limbo: a handful of workflows set up, dozens of open questions unresolved, and no written SOPs or documented processes to build on.
Underneath all of it was a very real concern: what would happen to revenue if the transition disrupted operations? That risk was keeping the project from moving forward.
THE ENGAGEMENT
SBS came in at the Full Leadership & Transition Oversight level — taking ownership of the migration from documentation through go-live and beyond. The scope included:
Building SOPs and workflow documentation from scratch across all departments
Translating every workflow into the new software structure
Identifying gaps — and finding solutions, whether temporary workarounds or permanent resolutions
Managing integration testing, tracking updates, and verifying workflows actually functioned in the system
Communicating directly with the software team on unresolved issues and following up until closed
Creating a full training plan — written materials and custom video trainings for the entire team
Supporting post-go-live to identify and resolve any remaining issues
Strategic decisions were made about what would go live on day one and what would follow in the weeks after — protecting the business while keeping the migration moving.
THE OUTCOME
9 months to successful go-live after 18 months of stalled progress
Zero revenue impact in Q3 and Q4 leading into go-live
A team that went live with resources, confidence, and support — not just a new system
Post-go-live, the team had something they'd never had before: documented workflows, SOPs they could actually reference, and training videos new hires could watch on their own — without pulling time from managers, directors, or the COO.
The team was still navigating change, as any team would be. But for the first time, they weren't doing it alone — and they had the resources and support to catch issues before they became problems.
“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
Where We Start
Curious How to Begin, Especially If Undecided?
We Start with our Pilot Program.
Before committing to a full partnership, we start small on purpose.
The SBS Partnership Pilot Program is a structured engagement designed to give your team a real-world look at how we work, without the pressure of a full program rollout. We engage with 1-2 of your clients about to kickoff or just starting the onboarding and migration process.
We provide full transition and adoption support through the pilot engagement, and at the end, all three parties- you (the software company), your clients, and SBS- have a clear, honest picture of whether the partnership is delivering the value it should.
It's designed to be beneficial on all sides. If it works, we build from there. If something needs to shift, we know before it's a bigger problem.
How It Works — Three Steps
Select 1-3 clients currently onboarding or in an active migration.
SBS provides workflow, adoption, and transition support (based on tier chosen) through the pilot engagement.
All three parties evaluate the experience and outcomes. Then, we decide together how to move forward.
What You'll Know at the End
Whether SBS's workflow and adoption support reduces client friction, questions, and escalations.
Whether your implementation team's capacity is genuinely relieved.
Whether your clients are adopting the system faster, more confidently, and with fewer post-go-live gaps.
Whether this partnership model makes sense to scale.
So your clients don't just learn your software.
They know how to use it in their day-to-day operations from day one and fully adopt the new system.
Your Questions,
Answered
If you have additional questions, please reach out to our team at team@successbeyondstrategy.com.
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Our support is designed for HME/DME software companies that want to strengthen their client onboarding and migration experience.
It's typically the right fit if:
Your HME/DME clients struggle to apply training to their real workflows
Your team is navigating frequent questions, gaps, or issues during or after go-live
You want a more structured, scalable approach to client transitions
You're growing quickly and need additional support to maintain a high-quality client experience
We partner alongside your team to enhance what you already have in place — ensuring your software works the way your clients actually operate.
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We partner directly with HME/DME software companies as an extension of your implementation and onboarding experience.
Once engaged, we support your clients during their migration process and offer structured levels of support based on their needs and the complexity of their transition. This allows your team to maintain focus on your core platform while ensuring your clients receive the operational guidance and support needed for a successful go-live.
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We partner with HME/DME software companies that are onboarding and transitioning clients into their systems. Our work supports both leadership and implementation teams by strengthening the overall client migration experience.
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We start with a conversation to understand your current onboarding process, team structure, and where you're seeing challenges or opportunities. From there, we determine how we can best support your team and integrate into your existing workflow.
Fill out our inquiry form or schedule a discovery call to start the conversation below.
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Most of our work is done remotely, allowing us to collaborate efficiently across teams and locations. For key moments — such as go-live or critical transition periods — onsite support may be available depending on scope and availability.
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We focus on workflow translation, migration readiness, adoption support, and transition management.
We do not handle:
Data migration
System integrations or technical setup
Ongoing software support or help desk
System configuration support is available in a limited capacity within our higher-tier engagements, where it directly impacts workflow adoption. Our role is primarily operational ensuring your HME/DME clients know how to use your software in their day-to-day workflows and fully integrate it into how they work.
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No! SBS works with a select group of active software partners and is actively building new partnerships across the HME/DME space. Our goal is to partner with platforms where we can truly move the needle for their clients' adoption and integration. If you think that could be us, let's talk.
Have Questions or Want to Learn More?
Reach out to team@successbeyondstrategy.com or schedule time to connect. We're happy to explore whether this partnership is the right fit for your team.