AI Roadmap Architect
Every demo looked good. None of them told you what it costs to run after the implementation team leaves, whether it talks to the EMR you already pay for, or which of your people will actually open it on a Tuesday. Larger agencies hand that question to a CTO. You do not have one. That is the gap this fills.
Hospice owners and operators, small to mid-size. The person who has to write the check and then live with whatever it was. Not IT departments — most of you do not have one, which is exactly why this is hard.
I do have preferred partners. I did not get them from a vendor dinner — I got them by evaluating and working with several, and keeping the ones that held up. You should know that before you weigh anything I say, and you can ask me which ones and why.
What that means in practice is that you have options, and they are all real:
Hospice runs on documentation, timing, and relationships. AI is genuinely good at some of that and genuinely bad at other parts of it, and the difference matters more here than in most industries — because the failure mode is not a bad quarter. It is a family getting something wrong at the worst moment of their lives.
So the useful question is not "what AI should we buy." It is narrower. Where is your team spending hours on something a machine does well? Where is a machine going to introduce a risk your survey readiness cannot absorb? And what will any of it actually connect to?
Most of the value in this work turns out to be the things I talk people out of.
Start here
What your organization can actually absorb — your current stack, where data lives, what your team will realistically adopt, and which workflows are worth touching first. Written up as a document you own.
Sometimes the finding is "not yet, and here is what to fix first." That is a real answer and you get it plainly.
If it makes sense after
Sequence, integration, and what it costs to run — not just to buy. Which tool, in what order, connected to what, owned by whom, and how you will know within ninety days whether it worked.
Scoped and time-bound. Async-first. You keep the document either way.
Our AI roadmap architect leads this lane — introduced to you by name, with credentials, when they are placed on your engagement. I work alongside them on the commercial side: what a tool has to do for your referral and intake workflow to be worth owning.
Two reasons this pairing matters, and you should weigh both.
Between us we know hospice from inside the operation — twenty years in the field and in leadership on my side, which means we can tell the difference between a workflow that is genuinely broken and one that just looks inefficient to someone who has never done the job. That is where most technology decisions in this industry go wrong.
And this is not read off vendor material. I hold a Harvard Business School Executive Education certificate in AI-Driven Healthcare Transformation, and I work inside this industry including on the software side of it — which is exactly why the partner disclosure above is on this page rather than buried in a footer. Ask which partners and why. You will get a straight answer before you act on anything.
Twenty years in hospice sales, field through executive leadership. Author of Sacred Conversations. TEDx speaker. Harvard Business School Executive Education certificate in AI-Driven Healthcare Transformation.
Tell me what you have been pitched and what problem you were trying to solve when you started looking. Thirty minutes. If the answer is that you should not buy anything this year, I will say that.
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