Services
Technical Advisory & Setup
A paid, hands-on layer for clients who want expert help actually standing the system up — not just picking it.
What this is
Selecting the right technology is one job. Configuring it, wiring it into the way your team actually works, and getting people using it well is another. This service exists for organizations that want us to do both.
What's included
System configuration and setup
Call routing, IVR, hunt groups, voicemail, SMS, and — where relevant — integration with practice management, EHR, or DMS systems.
CX-informed workflow design
Call flows, escalation paths, and staff or agent handoffs designed around how patients, residents, or customers actually reach you.
Go-live support and staff training
On-site or remote coverage during cutover, plus role-specific training so the system is used the way it was designed.
Post-launch tuning
The first weeks matter. We adjust routing, prompts, and reports based on what real call volume shows.
Documentation
Configuration, workflows, and runbooks handed over in plain English, so a future admin isn't guessing.
A single point of accountability
One team owns scope, timeline, and quality — whether the work is delivered by us directly or by a vetted partner under our oversight.
How this differs from the free advisory
Our vendor selection and Technology Assessment remain free and supplier-funded. Technical Advisory & Setup is a separate, billed engagement — chosen only if and when you want implementation help.
Free, supplier-funded
Vendor selection & Technology Assessment
Contract audit, side-by-side supplier comparisons, negotiation, and ongoing account management. You never receive an invoice from us for this work.
Paid engagement
Technical Advisory & Setup
Configuration, integration, workflow design, training, and post-launch tuning. Scoped and priced in a separate statement of work, entirely independent of the vendor recommendation.
How it's delivered
Some engagements are delivered directly by Right Fit Advisory. Others are delivered through vetted technical partners we've worked with before. Either way, RFA remains your single point of contact and owns the outcome — scope, timeline, and quality.
Technology assessment
Want help building it, not just picking it?
Start with a free Technology Assessment. If implementation help makes sense, we'll scope it as a separate engagement so you can decide on its own merits.