Hello, I’m Travis Ramsey.
I help health systems modernize patient access and digital engagement.

SERVICES PROVIDED

Senior-led advisory engagements focused on real operational outcomes—typically delivered as a focused assessment, a practical roadmap, and execution support where needed.

Patient Access & Digital Front Door Assessment

Map patient journeys, call drivers, and operational bottlenecks across access centers, scheduling, and digital channels—then identify the highest-impact fixes.

CRM Strategy, Evaluation & Roadmap

Define capabilities, align stakeholders, and create a sequenced roadmap. Support platform selection when needed (Salesforce, Microsoft, and other options).

Contact Center Modernization

Design an improved agent experience, routing model, and omni-channel strategy. Clarify how CCaaS (e.g., Genesys) should integrate with CRM workflows.

Salesforce + Epic Integration Strategy

Plan an Epic-aligned engagement layer—using appropriate interoperability patterns (FHIR/HL7/API) while keeping Epic as the clinical source of truth.

Vendor Evaluation & Program Governance

Evaluate vendors, define delivery governance, and guide decision-making, testing strategy, and release management to reduce risk and keep execution on track.

Implementation Oversight & Fractional Leadership

Stay close through delivery as a senior partner—helping teams make tradeoffs, align across operations/IT/vendors, and execute with confidence.

WHY INDEPENDENT ADVISORY

Many healthcare organizations don’t need a large consulting team. They need a clear point of view, experienced leadership, and someone who can work across operations, IT, and vendors.

I am platform-neutral and not tied to selling software or staffing delivery teams. My focus is on helping leaders make good decisions, align stakeholders, and deliver measurable improvements for patients and staff.

EXPERIENCE HIGHLIGHTS

End-to-End Program Leadership

Led complex CRM and workflow initiatives from strategy through delivery—balancing stakeholder alignment, architecture decisions, and execution rigor.

Patient and Staff Experience Focus

Improved service experiences by simplifying workflows, reducing handoffs, and designing systems that are usable for frontline teams.

Deep Platform Expertise

Salesforce architecture and delivery background across multiple clouds, with strong integration and data-modeling fundamentals.

Regulated Environments

Experience building and operating solutions for regulated industries, including healthcare contexts with security and compliance expectations.

Proven Builder & Operator

Built and scaled products and teams, including successful business outcomes and disciplined delivery practices.

CONTACT TRAVIS RAMSEY