Proven Outcomes
See how Vital Path Advisory delivers disciplined analysis, tailored solutions, and sustainable growth outcomes for executive leadership teams across SaaS and healthcare technology sectors.
Demonstrating Impact, Insight, and Value
Discover how Vital Path Advisory supports organizations in navigating complex challenges, enhancing strategic decision-making, and driving sustainable, long-term growth. Through disciplined advisory services, rigorous analysis, and tailored solutions, we work closely with leadership teams to deliver measurable results and enduring value. Review the insights below to understand the strategic, operational, and financial impact of partnering with Vital Path Advisory.
Scaling Go-To-Market Execution to Support Growth and Acquisition
OnShift, a workforce management SaaS platform serving post-acute, senior living, and healthcare providers, was experiencing rapid market adoption but needed to scale its commercial organization to support the next phase of growth.
While the product was resonating strongly with operators, the company required greater enterprise selling capability, improved go-to-market rigor, and a more repeatable approach to revenue growth to meet aggressive expansion goals. During this critical phase, I was tasked with strengthening the North American sales organization, advancing enterprise deal execution, and building the processes required to scale revenue predictably.
I did this by refining ICP focus within large post-acute and senior living operators; elevating enterprise sales strategy and coaching; and implementing disciplined pipeline management and forecasting practices. These efforts contributed to scaling the business to approximately $28M in ARR, improving sales consistency and execution, and ultimately positioning OnShift for a successful acquisition by ShiftKey.
These results show VitalPath Advisory’s capability to help growth-stage healthcare companies scale revenue efficiently, strengthen go-to-market leadership, and deliver outcomes that support premium valuations and successful exits.
Transforming Strong Technology into a PE-Ready Revenue Engine
Concerro, a healthcare staffing and scheduling company, specializing in open shift management, was not meeting its revenue objectives. While the company had strong technology, the sales organization lacked a defined approach to engaging and working with prospect organizations. It required greater sales discipline and the ability to focus on, and close, enterprise opportunities.
During this critical phase I was tasked with defining a North American go-to-market strategy; correct the performance of an underperforming sales team; and, achieve the company’s revenue objectives. I did this by introducing a clear ICP targeting strategy; implementing a defined sales process, that included structured pipeline management that improved forecasting accuracy, and tripling the number of closed enterprise opportunities.
These changes helped accelerate the overall performance of the entire sales team, improve deal quality and predictability, and ultimately positioned Concerro for a successful acquisition by Francisco Partners.
These results demonstrate how VitalPath Advisory helps investors and boards transform strong products into scalable revenue engines by introducing focus, sales discipline, and enterprise execution that improves predictability and exit readiness.
From Regional Turnaround to Global Enterprise Scale and Strategic Exit
Vital Images, a leading provider of advanced medical imaging visualization and enterprise software, was facing inconsistent regional performance and increasing competitive pressure in the U.S. market. While the company had strong technology and a respected brand, certain sales regions were underperforming and the overall go-to-market effort lacked the consistency and discipline required to scale.
I was initially brought in to turn around a low-performing region, where I rebuilt the sales approach, refocused account targeting, and improved deal execution. Following that success, I was asked to lead U.S. Sales, where I standardized sales processes, strengthened enterprise account management, and accelerated revenue growth across North America.
As the company expanded globally, I was then tasked with leading Vital Images’ strategic partnership with Toshiba, working closely with Toshiba headquarters in Japan and coordinating commercial efforts across multiple international markets. This global collaboration strengthened Vital’s market position, expanded distribution, and enhanced enterprise credibility, ultimately contributing to Vital Images’ successful acquisition by Toshiba, creating a strong strategic outcome for customers, employees, and investors alike.
These results reflect VitalPath Advisory’s ability to increase enterprise value by correcting underperformance, scaling U.S. revenue, and managing complex global partnerships, all while preparing a healthcare technology business for strategic acquisition.
Our Engagement Process
Our engagement process is designed to be collaborative, transparent, and results-driven. We work closely with leadership teams to understand objectives, assess challenges, and deliver practical guidance that supports informed decision-making and sustainable growth.
1
Discovery
Understanding your organization, goals, and challenges
2
Strategy
Developing tailored solutions and actionable roadmaps
3
Implementation
Executing initiatives with hands-on support and guidance
4
Optimization
Continuous improvement and performance tracking
Let's Work Together
If you are an investor in, or leader of a technology solution provider looking to excel in the healthcare and senior living sectors, we are here to help you achieve your goals.
