Most professional service firms pride themselves on the accuracy of their advice. At Proficio Services Group, we recognize that the best advice can often be wildly expensive and completely useless as the best recommendations are only as good as those that execute their tenets. Proficio Services Group is a hands-on, down in the trenches execution partner that provides not only the best in recommendations, but the know-how and willingness to stand by your side and help you execute, step by step.

• Initial Assessment and Analysis
• Business Process Engineering (Re-Engineering)
• Execution not Just Advice
• Transparency, Centralization and Accountability Through Powerful Technology
• Business Strategy & Partnering Model
• Whole Process
• Cost Reduction
• Value Above the Ordinary - Interfacing with Banks and Professional Services Firms

Initial Assessment and Analysis
Before you hire Proficio Services Group or consider engaging us as a partner, we will meet with principals and leaders, direct care staff and office staff to perform an initial assessment and analysis that includes a review of business processes, technologies, tools and resources.  This initial assessment will make visible the most critical areas that need attention.  The principals at PSG are seasoned business veterans with exposure to multiple business combinations and constructs both in and out of your industry.  Having created multiple businesses from scratch as well as rescued or resuscitated many flailing businesses, PSG is uniquely positioned to analyze, without emotion or bias, the right next steps to help increase profits and tidy up where needed.

Business Process Engineering (Re-Engineering)
With backgrounds in best practices of ISO-9000, Public Audit and Review and Six Sigma training, PSG brings a powerful mix of tools to the table to ensure that business processes follow business vision and goals, including goals of efficiency and profitability.  The hard part about getting more efficient is not always knowing where the imbalance or pressure is coming from, but knowing what levers to push and what processes to change.  Even more challenging is the alignment of people with those processes and getting business-wide buy-in to new processes and procedures.  It takes careful, experienced steps to align processes with business goals, and then get adoption and compliance.  PSG, as an external partner, can introduce, train and execute these changes without the barriers that often come with the emotions, politics and games that can be played by internal staff.

Execution not Just Advice
Unlike many professional services firms, PSG is an execution partner, not just a consultant.  While we pride ourselves on accurate assessment, where the value of our offering hits the table is in our execution.  Rather than provide pretty paper suggestions, we help you create action plans, then stay with you as part of the execution team that executes the plans.  Our vested interest is in making your business succeed.  Since our business model is not dollars for hours, we are motivated to increase your success and efficiencies.  As your partner, we don’t succeed until and unless you do!  Our goal is not to create more billable hours, but to create efficiencies, transparency and visibility so that focus can be directed at levers that drive success.

Transparency, Centralization and Accountability Through Powerful Technology
Having served the healthcare industry for several years, PSG has successfully created and implemented custom solutions built specifically for residential and outpatient care that centralize the most meaningful data elements in your business.  Rather disjointed and disparate systems for clinical treatment, employee management, client management, admissions etc., PSG brings to the table a powerful, customized platform that handles the all of the core elements of your business. This makes visible and transparent, at any time, the current status of your census, sales channels, employee compliance and costs, communications with clients and referral sources, admissions status and so much more.  In every case, our clients bring us in to save them dollars on back office tasks such as accounting, tax and payroll.  After we are established as their partner and have implemented our custom technology solutions, they all agree that the most powerful tool we brought to bear was not processing of daily tasks, but automation, centralization and visibility of the information that drives their businesses through our technology platform.  Most common functions used by our clients on the platform are:

• Customer file management
• Admissions process and tracking of prospective clients, referral sources, etc.
• Clinical notes including incident reporting
• Client billing and financial history tracking
• Clinical treatment planning and progress notes, discharge summaries etc.
• Compliance reporting for state, federal and state agencies as well as ATSA, JCAHO etc.
• Employee management, histories, HR information, payroll information, certificates and compliance
• HR Policy and documentation store
• Inventory management for gear, clothing etc., issued to clients
• Itineraries, program progress tracking etc.
• Client check in, check out
• Customer facing web portals
• Employment opportunities: online databases and online application
• Financial, insurance and legal information for clients
• Payroll information and timecard system
• Document repository and information store
• Communication record and tracking
• Treatment team notes

In addition to the customized platform for data management, PSG has extensive web marketing experience in the Google/Adwords Pay-per-click and search engine optimization (SEO) marketplace.  We provide hosted Email, Web Sites and other critical services, including onsite networking architecture and implementation and support.  Depending on the size of your organization, PSG will put a resource on-site to ensure ongoing stability and support of the networks and technologies we engineer and/or provide.

PSG can also assist in arranging for on-site, online school curriculum from one of the nation’s largest providers of online curriculum, with over 150 courses with more than 30 AP courses and several credit recovery courses as well.

Business Strategy & Partnering Model
Proficio Services Group structures its engagements with our clients very carefully.  We do not accept a large numbers of clients, and those we do accept become our long-term partners.  Since we will become your back office staff and support team, it is critical that you are able to determine our ability to execute, not just advise.  Our financial model is one that aligns our goals with yours.  The typical accounting or legal model drives its providers to create billable hours.  Since PSG does not bill by the hour, our goals are different than the normal professional consultant. 

Proficio earns its wages more like an employee than a consultant.  Proficio will identify and negotiate a fixed percentage of revenues that is appropriate for your operation and our participation level.  As we help increase revenues, there is more for us to do and our revenues increase with yours.  As the market slows or conditions change such that revenues decrease, we feel the pain with you and our revenues decrease with yours.  We share the risks, not just the rewards.  Thus, as your partner, our motivation is aligned with yours, not at odds with yours.  The better we do our job, the greater our joint reward.  Thus, month after month and year after year, we get better and better at the efficiencies and processes that make us all successful, together.

Whole Process
Proficio Services Group is a complete solutions provider, not just a great consulting firm.  Rather than doing expensive assessments and creating pretty paper proposals that must be executed by someone else, PSG does external assessment that translates into a cooperatively created action plan. It is our intention and expectation that we, not “someone else”, will work with you to execute the plan.  The plans often include changes in process, introduction of new technologies, consolidation of tasks, staffing changes, policy and process restructuring and even corporate culture changes.  What makes PSG so different is that every recommendation includes our involvement and expectation of long-term execution as a partner, not just a “Advise and Run” methodology.  Our solutions are not merely advice, they are execution-centric plans with PSG and you.  Once we engage as your partner, we are partners. Partners do not abandon one another when the way is tough; we are there, every step of the way.

Cost Reduction
The natural result of introducing business process re-engineering steps, staffing changes, integrated systems and technologies is a reduction in costs.  Most clients are anxious to calculate instant savings in staff reductions.  While this is often the case, it is more critical to assess and understand the savings that will come, not just in reduction in staffing of accounting, legal, tax, and technology overhead, but also to understand the long-term savings that come by having integrated systems that reduce the cost of data mining, reporting, assimilation of business patterns and strategies etc.  The value of consolidation of data and the ability to create instant, on-the-fly access to business-centric data that can then be used to drive future decisions is often overlooked for the more simple staff reductions that are the early wins of the partnership.  Proficio Services Group is motivated for the long term, not just the immediate wins.

Interface with Professional Service Firms

Have you ever felt overwhelmed after a meeting with your attorneys or confused after a meeting with your auditors? Have you ever felt like you spent way too much money for advice that did not seem to apply to your situation? We can help.  Having worked at professional services firms, we speak the language.  We will help you to actively manage those relationships.  We can save you money in fees by helping you determine what services you really need and by holding attorneys, accountants and consultants accountable.  Quite simply, we know when to call bull and we can help determine the scope of services up front to save you time and fees.

We can also help you achieve better outcomes by helping you to get better advice.  Often, service firms do not have the level of familiarity with your business that is necessary to provide good advice.  Given our unique service model, we will develop the intimate level of familiarity required to really tailor advice to your situation and leverage services from accountants, attorneys or consultants where it can have the greatest impact.

Banking Relationships

Have you ever been puzzled when the bank turned you down for a loan that you knew you could easily repay? Do you feel like you are paying too much for the money that you borrow? The time to forge relationships with lenders is before you need the money and we can assist you in creating new relationships and building on existing ones. 

We have significant experience in putting together bank financing and will help you position yourself to get access to the funds that you need for growth.  This starts with improving your accounting and business process to ensure accurate, timely, reliable financial information.  With that baseline, we can introduce you to lenders where we have closed deals recently for other clients and leverage the trust that we have established to get you access to credit at the lowest cost possible.  If you have existing banking relationships, we will help strengthen them by improving the quality and timeliness of information that you provide to your bank.