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Back to the blogJun 5, 2025

What is the consultant's process for understanding my current workflow and tailoring the software implementation accordingly?

Laura Miller
Laura MillerCEO
What is the consultant's process for understanding my current workflow and tailoring the software implementation accordingly?

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Finding the right electronic software is one thing — implementing it to meet your unique needs is another. To nail this process, software consultants step in to tailor the software implementation accordingly. The software must meet your objectives, improve operations, solve specific issues, or all of the above. A consultant plays a critical role in finding the perfect solution. If you have never worked with a consultant for electronic practice software, here's what you need to know. 

What Does a Software Consultant Do?

Experienced software consultants play a crucial role in counseling businesses on how to use software to improve operations, achieve their goals, and solve specific problems. 

You benefit from professional advice and guidance on using, managing, and optimizing software platforms, tools, and applications when working with a software consultant. Depending on the circumstances, a consultant will comprehensively understand coding, design, integration, or all of the above. 

Consultants also typically specialize in one or more specific types of software, focusing on certain industries. For example, an electronic practice software consultant may specialize in NextGen EHR and NextGen EPM for those in healthcare. 

The top consultants are those who understand software implementation is not a one-size-fits-all approach. These seasoned consultants identify opportunities to improve workflows, productivity, and revenue based on the unique needs of each business. They also stay on top of the latest trends to ensure those they consult stay ahead of the curve. For example, the role of artificial intelligence (AI) and how that will affect workflows moving forward. 

Understanding the Process of a Software Consultant

The exact process for understanding each company's current workflow will differ from one case to the next. However, when tailoring software implementation, you can expect the following when working with expert consultants. 

A professional software consultant will:

  • Work with you to understand your current business model, processes, and needs. This initial step will set the foundation for the rest of the implementation process. 

  • Assess any existing software to identify opportunities for improvement — including the implementation of new or improved software. The goal is to boost efficiency and functionality. If there is a better option, that will be discussed. 

  • If there is a more optimal software option, the consultant will advise you on the best solution for your needs. For some, that may mean a go-to, off-the-shelf package — others may require a more customized approach. 

  • If you decide to pivot, they will support you during the installation, customization, and integration of that software — especially if it will be integrated into existing systems

  • Once implemented, consultants will play a role in training end-users so that they can use the software as effectively as possible.

  • Over time, an audit is recommended to ensure any potential issues are identified and handled. This proactive measure will ensure you are using the best software for your workflows. Business workflows evolve, as do software options. This step will help you remain as efficient as possible.

  • Throughout this process, an expert consultant will also advise on best practices surrounding data protection, software security, and compliance

Why Invest in a Software Consultant?

If you're on the fence about hiring a software consultant, consider the following benefits surrounding a consultant's process for tailoring software implementation. 

Ability to Identify Problems and Develop Custom Solutions

A software consultant's superpower is their ability to thoroughly and expertly analyze your workflows to identify inefficiencies and bottlenecks. Although coding and implementation are considerations for many, expert consultants take a more holistic approach, focusing on the broader impact of technology and how it will influence your business processes. 

This process is often driven by in-depth process audits, which involve delving deeper into existing workflows to understand major pain points and inefficiencies. Consultants then propose tailored solutions and recommendations to streamline processes. 

Strategic Planning to Maximize Business Profits 

When you partner with the top consultants, they will excel in strategic planning. These consultants will dive deeper into understanding your long-term goals and business objectives to ensure the technology you implement aligns with your vision. 

The aim is to introduce software that helps fuel business growth. They will suggest scalable solutions that will adapt and grow alongside your business while reducing potential risks. As productivity and efficiency increase, so will profits. For some, that means a workflow redesign, while other adjustments focus on specific industries. For example, with the right support in the healthcare industry, you could boost revenue cycle accounts receivable via better practice management. 

Industry-Specific Support 

If you're in the healthcare field, you'll want to work with an electronic practice software consultant who understands your unique challenges. For example, with TempDev, you'll benefit from a team of project management, development, revenue cycle, and EHR professionals. These consultants come from a wide range of backgrounds, from clinical to financial. 

When implementing NextGen, for example, this vast yet specialized skillset ensures you maximize the full potential of this platform and associated practice management tools. 

Work With NextGen Expert Consultants 

Seeking support to implement the best practice software?

If you're ready to get the right solution for your business needs, TempDev can help. Learn more about TempDev's innovative solutions and consulting services. Get in touch with us today!

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