Tag: Healthcare Technology

Many healthcare platforms promise support. But what happens after onboarding often tells the real story. At Valify, clients often discover that the real value is not just the platform itself, but the partnership that continues to grow after go-live.

In this blog, we’ll look at how that relationship evolves over time, and the role Valify plays at each stage. We’ll also share real examples of the kinds of challenges clients bring forward and how Valify helps them move ahead.

Phase One: Getting the Foundation Right

At Valify, onboarding is a collaborative process designed to set your team up for long-term success. From kickoff through data integration, review, and validation, Valify works alongside clients to build a strong foundation from the start.

That support often includes helping clients:

Bring the right stakeholders into the process. Valify helps identify who needs to be involved across IT, finance, and operations so nothing gets missed early on.

Work through the data with confidence. Clean, accurate data leads to clearer insights. Valify partners with clients to review and validate it upfront.

When these pieces come together early, clients move faster, build trust in the data, and get more value from the platform over time.

Phase Two: Turning Data into Action  

Once onboarding is complete, the Client Success Manager (CSM) steps in as the primary point of contact. Together, the CSM and client establish a regular cadence, often starting with more frequent check-ins before settling into a monthly rhythm.

These conversations are where the work starts to take shape. CSMs help clients move beyond raw data and begin identifying where action is needed. Early on, that support may include:

• uncovering missed savings opportunities
• flagging pricing discrepancies
• highlighting contract misalignment
• helping clients make sense of complex spend data

In one example, a CSM identified that a client was not receiving the negotiated pricing they believed they had in place. It was not something the client was actively looking for, but once surfaced, it became an immediate opportunity to course correct and capture savings.

“We’re not just here to say, ‘Here’s the technology.’ We take the extra step to support our clients.”
– Heba Zoul-Ghani, Client Success Manager 

This is also where many clients begin to see the full value of the partnership. The CSM is not only there to answer questions. They are actively bringing forward insights, helping clients interpret what they are seeing, and making sure important opportunities do not get missed.

Phase Three: Becoming an Extension of the Team 

After several months, something starts to shift.

Clients are moving beyond learning the platform and reviewing reports. They begin to rely on their Client Success Manager as a trusted extension of their own team—someone they can bring into conversations, pressure-test decisions with, and turn to when the stakes are higher.

At this stage, the work becomes more strategic. Clients begin asking what to do next.

That might look like:

• preparing for a complex RFP and needing support to build internal alignment
• identifying new opportunities mid-year to stay on track with savings goals
• benchmarking a category and understanding how they compare to peers
• connecting with other health systems to learn what is actually working in practice

The relationship shifts into a more collaborative, strategic partnership. Instead of waiting for inquiries, Valify anticipates what matters next and equips clients to take timely, informed action.

This is also where trust becomes visible. Clients start reaching out between meetings. They bring challenges forward earlier. And they begin to see Valify not as a vendor, but as a partner who understands their goals and is invested in helping them succeed.

Beyond the Platform: the Valify Community

As the relationship grows, so does the level of support. It extends beyond the Client Success Manager and into the broader Valify community.

Purchased services leaders often operate in silos, with limited visibility into how peers are approaching similar challenges. Valify helps bridge that gap by creating structured opportunities for connection and shared learning.

These include:

• The annual Valify Summit, where clients come together to share experiences and learn from one another
• The Valify Client Advisory Panel (VCAP), which provides a forum for ongoing discussion and feedback
• peer-to-peer connections, where clients can exchange ideas and compare approaches in real time

In some cases, these connections are facilitated directly. For instance, if a CSM sees two organizations working through a similar challenge, they may introduce them.

This broader network becomes another layer of support. It allows clients to learn from others, validate their approach, and move forward with greater confidence.

The Real Measure of Success 

At Valify, onboarding opens the door. But the real value comes from the partnership that follows. The platform helps clients uncover opportunities and take action, but what often makes the biggest difference is having the right support behind it. That is the real measure of success: not just better visibility, but greater confidence in what to do next.

Want to see what that kind of support looks like in practice? Connect with Valify to learn how our team helps purchased services leaders turn insight into action.

Valify Team

The Valify Editorial Team is dedicated to sharing insights, strategies, and innovations that help healthcare organizations gain control of purchased services spend. Backed by years of expertise in data analytics, procurement, and healthcare technology, the team curates practical resources and thought leadership to guide hospitals and health systems toward greater efficiency and savings. By combining industry knowledge with real-world case studies, the Valify Editorial Team delivers content that empowers decision-makers to drive smarter, data-driven sourcing strategies.