Operational Assessment — Multi-Provider Family Care Clinic, Ontario
Problem
Operational knowledge concentrated in a few people, a heavily loaded front desk, and an owner carrying decisions a system should carry — in a practice that could not risk disrupting patient care.
Approach
Structured discovery with ownership and staff, workflow mapping, bottleneck identification, and AI opportunities scored for effort against impact — delivered as a written Key Findings report presented to the owner.
Status
Assessment complete; implementation scoped separately, at the client’s pace.
Lessons
The recommendation that landed hardest required no new software — it made existing work visible. AI opportunities were sequenced last, after the workflow foundations they depend on.