01
Strategic roadmap
A phased, time-boxed plan. Migration sequenced for continuity. Value lands in the first months, not at the end of an 18-month wait.
The modernization program
Rebuild the system. OR Keep paying for the old one.
The phased program off legacy and onto a governed lakehouse with sub-second serving. Built for healthcare. Built different. Built better.
The diagnosis
Stop waiting on the report.
Stop waiting on the report.
Run it, sub-second.
Before the program, the read. Two stacks below. The one you're on, and the one you need. The difference shows up on every dashboard your team uses to make the call.
Legacy & siloed
Overnight batches.
Overnight batches.
Drifting truth.
Data scattered across Oracle warehouses and aging BI tools, stitched together by fragile, multi-stage ETL that copies files between servers. Dashboards lag a day or two behind operations. Storage costs climb. Shared database logins hide who actually depends on what.
Unified lakehouse
Written once.
Written once.
Read sub-second.
Clinical and operational data lands once in an open lakehouse format and reads in-memory. Sub-second queries over tables that exceed 50 million rows. The overnight refresh runs on a schedule the team can trust. Leadership stops waiting on analysts to compile yesterday's numbers from four different systems.
The program
Six pieces.
Six pieces.
One program.
Now you know where you're going. Six pieces below. Each one the answer to a question the board has already asked. Not a deck. A program you can run.
02
Target architecture
A unified lakehouse and source-of-truth model. Designed for sub-second reporting on governed data. Built to feed AI later, not bolt it on.
03
Capacity & financial model
Right-sized reserved compute. Predictable monthly cost. Viewer licensing that doesn't tax every employee who opens a report.
04
Security & governance
HIPAA-grade boundaries. Private networking. Role-based access on the minimum-necessary standard. Guardrails that keep performance honest.
05
DataOps & CI/CD
Git-backed pipelines. Automated validation. Isolated Dev/Test/Prod. One-click rollback so a bad change never reaches a live clinical dashboard.
06
AI readiness
A clean, governed foundation. Turns “we want AI” into something you can actually trust. Not a pilot that never reaches the floor.
Engagements run from $25K–$60K assessments (2-week architecture read) to $200K–$1M+ phased programs (multi-month end-to-end builds). Fixed-price where the scope is clear, time-and-materials where it isn’t.
The forcing function
Epic is leaving Oracle
Epic is leaving Oracle
by 2029.
The program is what you take. The deadline is why you can't wait. If you run Epic on Oracle, Clarity and your Oracle warehouse have to move before support ends, with a stabilization buffer ahead. Migration is going to happen. The only variable is who runs it, when, and how cleanly.
The sequence
Phased so the lights
Phased so the lights
never go out.
The deadline drives the timeline. Four phases drive the work. Migration sequenced so operations never go dark. The team that finds the breaks is the team that fixes them.
Phase 1 · Foundation
Secure the ground.
Provision the cloud tenant. Set HIPAA security boundaries. Stand up the governed landing zone. First executive dashboards land in weeks, not quarters.
Phase 2 · Refactor
Sunset the legacy.
Audit and rewrite legacy SQL into distributed Spark pipelines. Move Clarity into the lakehouse. Retire the on-premises databases for good.
Phase 3 · Scale
One core, every domain.
Bring ERP (HR, finance, payroll), patient-experience data, and historical archives into the lakehouse with zero-copy shortcuts. One source of truth, every workload.
Phase 4 · Compete
Top of the game.
On the unified core: sub-second operational dashboards, predictive forecasting, and the platform the AI roadmap actually runs on.
The stack
Three platforms.
Three platforms.
One pattern.
The phases tell the work. The platforms tell the gear. Microsoft Fabric, Databricks, or Snowflake. We design the same sub-second-serving, governed pattern on whichever fits your stack, your team, and your roadmap. Not the one we happen to resell.
Sources
Epic Cogito, Clarity, Caboodle, ERP, patient-experience data
Databricks
Landing zone, Bronze / Silver / Gold medallion, Unity Catalog
Microsoft Fabric · OneLake
Curated layer, mirrored zero-copy
Power BI · Direct Lake
Sub-second serving on governed data
One common reference pattern. The three platforms below offer the variants that fit your team.
Microsoft Fabric
OneLake & Direct Lake.
Epic Caboodle mirrored to OneLake via Fabric Mirroring. Read natively in-memory by Power BI on the overnight-refreshed data. Sub-second queries. No import-refresh cycle. Unlimited report viewers on capacity.
Databricks
Lakehouse at scale.
Spark-native pipelines. Delta Lake reliability. A single platform for engineering, analytics, and machine learning when you're scaling heavy workloads.
Snowflake
Elastic & governed.
Elastic compute. Secure data sharing. Clean separation of storage and compute when predictable, governed warehousing is the priority.
The AI frontier
After the foundation,
After the foundation,
the frontier.
Once the stack is governed, analytics moves from reactive reporting to autonomous intelligence. Three capabilities the unified core unlocks. Each one earned by the work above, not bolted on after.
01
Agentic data engineering
Self-monitoring agents watch incoming schemas. They validate formatting and patch pipeline anomalies before bad data ever reaches an executive dashboard.
02
Predictive forecasting
Models trained on your own history. Forecast discharge peaks, surgical bottlenecks, and staffing gaps 12 to 24 hours ahead of when they hit the floor.
03
Natural-language querying
Executives ask plain English. Instant answers, with auto-generated summaries of the day's top operational drivers.
For the table
One program.
One program.
An answer for every seat.
The frontier matters because every seat at the table has a different question. Same program. Different reads for the CFO, the CIO, and Quality plus the CMIO.
For the CFO
Predictable cost. Revenue protected.
Right-sized reserved compute. A clear monthly number. Plus the revenue-cycle integrity that surfaces money broken data was quietly hiding.
For the CIO
Legacy retired. Surface area shrunk.
Oracle and SAP BusinessObjects sunset. One governed platform instead of many. HIPAA-grade access that tightens security rather than widening it.
For Quality + the CMIO
Reporting clinicians can trust.
Survey-ready, source-of-truth metrics built on real event times. Not the order-time approximations that quietly distort clinical performance.
Take the line
End the wait.
You've seen the program. Twenty minutes is how we'd map it to your stack. The fastest, lowest-risk path. Not a pitch. References on request.