IT Assessment & Strategic Planning for Healthcare Provider

Derive Technologies partnered with one of NYC's most established healthcare providers to conduct a comprehensive IT assessment and deliver a strategic modernization roadmap — remediating system obsolescence, closing critical compliance gaps, and ensuring patient data safety across 120+ virtual servers.

Overview

Faced with aging hardware and approximately 120 virtual servers rapidly approaching end-of-life, one of New York City's most established healthcare providers — serving home care, managed long-term care, assisted living communities, rehabilitation centers, and nursing homes for over a century — urgently needed a path forward. Outdated compute, storage, and network configurations were creating mounting compliance risks and significant performance restrictions across mission-critical applications.Derive Technologies was engaged to conduct a comprehensive IT assessment that would leave no stone unturned. Through a combination of automated discovery tools, in-depth interviews with key IT personnel, and on-site workshops led by senior consultants, Derive examined every platform, workflow, application, and regulatory requirement from top to bottom. Critical security gaps — including a lack of encryption on storage devices and SANs — were identified alongside cost-prohibitive support arrangements and outdated VMware environments that could no longer be upgraded.The result was a future-ready IT roadmap that successfully remediates obsolescence, ensures that sensitive patient data remains safer than ever, and delivers a clear migration path to a modernized technology stack. By rationalizing Microsoft licensing, evaluating hybrid cloud options through Microsoft Azure, and accommodating the client's preference for SaaS-based application models, Derive provided the healthcare provider with a strategic foundation for long-term growth, compliance, and operational efficiency across its extensive network of care facilities.

Entity Overview

Client

Leading NYC Metro Healthcare Service Provider (100+ years in operation)

Industry

Healthcare (Home care, Managed care, Rehab, and Nursing homes)

Core Challenge

System obsolescence and high-risk compliance gaps

Primary Solution

IT Assessment & Strategic Roadmap Development

Key Technologies

VMware (Virtual Machine Platform), Microsoft Azure, SaaS models, and Microsoft Licensing Rationalization

Service Provider

Derive Technologies

Client: One of New York City’s most established and reliable healthcare service providers for home care, managed long-term care, assisted or independent living communities, rehabilitation centers, and acclaimed nursing homes throughout the greater metro NYC area for over 100 years.

CHALLENGES

One of the NYC Metro area’s largest healthcare service providers was long overdue for a comprehensive IT infrastructure upgrade. Outdated and inefficient systems were creating a host of compliance issues that were increasingly difficult to manage. And with compute, storage, and network configurations — running approximately 120 virtual servers across many crucial business applications—fast approaching the end of their lifecycle support by hardware and software vendors, updating the technology stack was imperative.

The lack of virtual machine (VMWare) platform upgrade potential for blade servers running mission-critical applications was of immediate concern; heavy workloads were already imposing significant performance restrictions. Outdated UI interfaces hampered fast and efficient system management.

Early discovery conversations with Derive revealed additional critical gaps such as a lack of encryption on storage devices/SANs and cost-prohibitive support on an array of hardware components — among other areas of concern Derive would later identify in a formalized and comprehensive assessment.

The client felt strongly about preserving several key applications that were run in SAS models for the sake of its easy management and predictable costs. Separately and simultaneously, a company-wide Exchange email migration was taking place that needed to be protected during planning for future implementation.

With numerous issues plus sensitive and crucial patient data at stake, the client’s IT stakeholders realized deep technology expertise and experience were required to resolve the situation.

GOALS

Derive’s main objective was creating one all-inclusive deliverable: An IT roadmap providing a detailed and comprehensive plan for modernizing IT infrastructure and architecture that was as future-ready as possible.

"Our IT infrastructure was on the verge of obsolescence…until Derive Tech helped us remediate that situation. Collaborating on an IT roadmap highlighted their insight and ability to modernize our IT environment. Now our systems are faster and ready for future enhancements—and most important, patient data is safer than ever.”

Derive’sindustry-leading team of IT experts needed to provide thoughtful and strategic IT consultation to determine the best course of action for the client’s IT to be faster, smarter, and more future-proofed than ever before. Of course, this also required that Derive’s assessment closely consider cost-effectiveness, user-friendliness, and long-term support.

The need for a “full analysis” was quite literal: All exist- ing platforms, workflows, applications, end-user cases, compliance and regulatory requirements, and business systems required top-to-bottom examination. Only then could Derive identify any and all gaps within critical IT components, including:

⦁ Application detail and inter-dependencies
⦁ Core infrastructure computing, storage, and network requirements
⦁ End-user access
⦁ Security and access requirements (focused on regulatory and compliance requirements for HIPAA and PRI)
⦁ Support and ongoing maintenance requirements

The IT roadmap deliverable had to explicitly detail and rationalize the technical merits of on-premise vs. public cloud vs. hybrid cloud options, as well as financial and business implications. Ultimately, these foundational recommendations would define a roadmap to plan and achieve a mutually agreed-upon implementation by another IT partner.

Each of these components would play an essential role in helping rank the variables and costs related to assessing options for making an informed decision about future strategy. Derive also sought to rationalize Microsoft licensing to achieve full compliance, as well as consider the client’s desire to migrate several core applications to a SaaS model.

PROCESS & HIGHLIGHTS

Derive delivered an all-inclusive infrastructure and architecture plan with a clear migration path to a modernized technology stack. This detailed plan not only accommodated every existing application and service but also considered and catered to future business plans.

At the project start, Derive’s IT analysts immediately began in-depth evaluations of all existing on-premise and SaaS systems and applications. This discovery and assessment process involved automated discovery tools, interviews with key client IT personnel, and on-site workshops with Derive’s IT experts. Derive assigned a well-experienced Senior Consultant with advisory and consultative expertise most relevant to the client. This IT expert coordinated Derive’s collective technical knowledge and large partner ecosystem to provide unparalleled insight and guidance.

A specialized team of architects and systems engineers then proceeded to document relevant aspects of the client’s infrastructure while evaluating a potential extension of these resources and workloads to Microsoft Azure. Throughout the process, the Derive team maintained constant contact with the client’s key project managers and provided full project transparency.

RESULTS

After several weeks of in-depth research, discussion, and analyses, Derive’s team delivered a detailed, 360-degree view of management and authentication mechanisms for all systems developed stronger email ecosystems and thoughtful end-user access, and outlined a more efficient and cost-effective network and communications infrastructure.

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Why is a strategic roadmap vital for healthcare providers?

The transition from a healthcare provider's legacy systems to a modern architecture must be handled with surgical precision. The client noted that their infrastructure was on the verge of obsolescence before the intervention. The value of this roadmap was not just in the hardware recommendations, but in the operational earnestness of the plan. It provided:

  • Predictability: By favoring SaaS models and predictable cost structures, the provider can now budget for IT as a known utility rather than an emergency expense.
  • Patient Safety: By remediating security gaps, the firm ensured that patient data is safer than ever.
  • Scalability: The plan considered future business initiatives, ensuring that as the organization grows its home care and assisted living services, the IT architecture can scale alongside it.

Expert Insights on Healthcare Modernization

Our IT infrastructure was on the verge of obsolescence... until Derive Tech helped us remediate that situation. Collaborating on an IT roadmap highlighted their insight and ability to modernize our IT environment. Now our systems are faster and ready for future enhancements—and most important, patient data is safer than ever.

— Project Stakeholder, NYC Healthcare Provider

TRUSTED BY

We’re proud to partner with some of the most respected names in the industry, delivering innovative IT solutions that drive lasting success.

From streamlined IT operations to enhanced security, these success stories reflect the trust businesses place in Derive Technologies — and the results we deliver every day.

"When my company suffered a ransomware attack on Dec. 23, 2023, I immediately reached out to Derive for assistance. With their round-the-clock remote and on-site assistance throughout the holidays, my company was back to normal IT operations only five days later. I continue to rely upon their expert and responsive IT services to this day."

- Allen Greenwald, President, Prudent Publishing

"IT Initiatives has had a highly positive experience collaborating with Derive Technologies on the Fellowship LIFE project. Your team has successfully implemented our envisioned next-generation network infrastructure, utilized to provide exceptional care and services for our clients’ residents while meeting operational needs and objectives."

– John Dalton, Principal Consultant
IT Initiatives

“Derive worked with our IT staff, suppliers, and technology partners to optimize a unified solution in far less time and with less expense than we imagined. As trusted partners, they
went above and beyond to secure our systems and ensure our goals were met or exceeded.”

– Matt Miller, Executive Director, Applewood

“Our IT infrastructure was on the verge of obsolescence… until Derive Technologies helped us remediate that situation. Collaborating on
an IT roadmap highlighted their insight and ability to modernize our IT environment. Now our systems are faster and ready for future enhancements — and most important, patient data is safer than ever.”

- A major NYC Metro area healthcare service provider

“The HPE SimpliVity solution was precisely what we needed at this point in our company’s evolution. Having the ability to tap into the advantages of cloud computing while adding even greater data security and DR/BU capabilities was something we did not think was possible. But with HPE SimpliVity and the Derive Technologies’ team, it quickly became our new reality.”

- Chief Technology Officer, Private Equity Firm

“Derive has stepped up to the plate. They understand what healthcare is about. It’s not selling me a server; it’s selling me a service that helps me take care of my patients at the end of the day.”

– Vince Splendido, Asst. VP for Materials
Management and Revenue Cycle for Allied Services

 “The solution far exceeded our expectations in terms of both short-term and long-term business value. Our infrastructure is now the foundation for us to deliver on our commitment to our customers: Get it right the first time, every time.”

- Chief Technology Officer, Global Logistics Company
Derive Technologies Business IT Solutions

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