Health, Education & Government Life Sciences & Pharma Imaging Systems

Radiology & Imaging Informatics

Regulated development and commercialization journeys where clinical, quality, and market access align.

Sectra Agfa HealthCare Intelerad Change Healthcare
Inside this journey
  1. Pre-Discovery

    Align the room on outcomes, decision process, and constraints before deeper discovery.

    1. Stakeholder Alignment

      Confirm decision roles, timelines, budget drivers, and the clinical and IT stakeholders across facilities.

      Alignment Questions

      Start Here: What’s Top of Mind in Imaging?

      • What is the single biggest imaging-related priority for your team right now?
      • How many distinct imaging sites or facilities are we talking about? Options: 1, 2–5, 6–15, 16–50, 51+
      • Which core systems are currently in place across those sites (pick all that apply)? Options: Multiple PACS vendors, Single PACS vendor, Vendor-neutral archive, Separate RIS, EHR with embedded viewer, No centralized archive, Other
      • Roughly how many studies does your enterprise handle monthly? Options: <10k, 10k–50k, 50k–200k, 200k–1M, 1M+
      • Who should be in the room as we explore solutions (names and roles are ideal)?

      If We Didn’t Fix This, What Would Break Next?

      • When you look at your current imaging setup, what’s the one thing you silently worry will fail next?
      • How often do those worries materialize into real incidents (downtime, lost access, migration failure, security event)? Options: Weekly, Monthly, Quarterly, Annually, Rarely
      • Tell us about a recent incident that felt preventable—what happened and what was the impact?
      • How long have you been operating under the risk or limitation you just described? Options: <6 months, 6–12 months, 1–3 years, 3–5 years, 5+ years
      • What workaround do clinicians or IT use today to avoid that failure, and how does it affect their day?

      Who Really Decides (And Who Gets Blamed)?

      • If we needed a final signoff for a platform decision today, who would sign it and why?
      • Which stakeholders influence budget, clinical adoption, and technical acceptance (select all that apply)? Options: Radiology Informatics Director, Department Chair/Physician Leader, Imaging IT Manager, CIO/VP IT, Finance/Procurement, Clinical End Users (radiologists/techs), Security/Compliance, Other
      • Describe any decision-making tensions we should know about—e.g., finance wants lowest TCO while physicians insist on specific visualization tools.
      • What budget owner or fund source would pay for consolidation, migration, or advanced visualization? Options: Department budget, System capital budget, IT budget, Grant/other, Undecided
      • Are there procurement timelines, board reviews, or fiscal windows that constrain when a contract can be finalized? Options: Yes — specific date, Yes — within quarter, No strict timeline, Unsure

      Where the Current Workflow Actually Slows You Down

      • When radiologists and technologists talk about daily friction, what three things come up first?
      • How much time per study are readers losing due to fragmented systems, slow loaders, or EHR context switching? Options: <1 minute, 1–3 minutes, 3–6 minutes, 6–10 minutes, 10+ minutes
      • Which workflows are highest priority to optimize—consolidation/readers, EHR access, advanced Viz, AI triage, reporting, or something else? Options: Consolidation/readers, EHR access, Advanced visualization, AI integration, Structured reporting, Analytics/quality, Other
      • Share a short example of a workflow breakdown that directly affected patient care or reporting turnaround.
      • How do clinicians describe the emotional impact of current delays or friction—frustration, burnout, liability concern, or something else? Options: Frustration, Burnout, Worry about errors, Eroded trust in IT, Neutral

      The Hard Numbers: Cost, Waste, and Opportunity

      • What is your best estimate of annual spend to maintain current imaging systems (support, storage, licences, and hosting)? Options: <$100k, $100k–$500k, $500k–$2M, $2M–$5M, $5M+
      • Beyond hard spend, where do you see hidden costs—overtime, lost productivity, duplicate studies, or penalties? Options: Overtime, Lost productivity, Duplicate studies, Delayed revenue, Compliance fines, Other
      • If we could quantify one efficiency gain (e.g., 20% faster reads), how would that translate into FTE, patient throughput, or dollars for you?
      • How does the cost of migration or consolidation compare in your mind to the ongoing cost of keeping the status quo? Options: Migration is clearly cheaper long-term, Migration cost is a barrier, Unsure — need analysis, Prefer incremental approach
      • Who needs a clear ROI model to approve change, and what ROI horizon do they expect (months/years)? Options: 12 months, 18 months, 2–3 years, 3+ years, Unsure

      Let’s Talk About Patient Safety and Data Risk

      • If a security breach impacted imaging data tomorrow, how exposed do you feel the enterprise would be? Options: Highly exposed, Moderately exposed, Some exposure but contained, Low exposure, Unsure
      • What are the biggest gaps you’ve identified in data protection, encryption, role-based access, or auditability?
      • Do you have recent evidence of risk—penetration reports, audit findings, or security incidents—that we should consider? Options: Yes — incident reports available, Yes — audit findings, No documented evidence, Unsure
      • Which compliance frameworks matter most for you (select all that apply)? Options: HIPAA/HITECH, SOC 2, ISO 27001, Local/state health regs, Other
      • How would a material security improvement change the internal conversation about investing in a new platform?

      What Would Success Actually Look Like (Not Just a Headline)?

      • If this program is a clear success in 12 months, what three measurable outcomes would you point to?
      • Which of these success signals matter most to you (pick up to three)? Options: Consolidation percent (archives/sites), Read turnaround time reduction, Cost reduction/TCO, Radiologist productivity gain, AI adoption rate, EHR access improvements, Security posture improvement
      • How will clinical leaders and finance validate those outcomes—what dashboards or reports do they expect?
      • Who needs to sign the final acceptance that these KPIs are met, and what evidence will satisfy them?
      • If we miss one of the success signals, which one would be most tolerable and which would be a deal-breaker?

      Integration Reality Check: EHR, AI, and Vendor Ecosystems

      • What integration assumptions are you making today that could be dangerously optimistic?
      • Which systems must integrate at cutover without exception (select all that apply)? Options: Primary EHR, Emergency Dept systems, RIS, Modality gateways, AI deployment platform, Vendor-specific viewers, Other
      • What standards and protocols are mandatory for you—DICOM, FHIR, HL7, XDS, SMART on FHIR, or specific vendor APIs? Options: DICOM, FHIR, HL7 v2/v3, XDS, SMART on FHIR, Vendor APIs, Other
      • Describe any past integration projects that took longer or cost more than expected—what surprised you?
      • How important is a single-sign-on and unified workstation experience to radiologist adoption? Options: Critical, Important, Nice to have, Not important

      Migration Appetite: Fast Cutover or Phased Confidence?

      • Would you prefer a big-bang cutover, phased waves by facility/modality, or a hybrid approach—and why? Options: Big-bang, Phased waves, Hybrid, Undecided
      • What’s the most realistic migration window—weekend cutover, nightly syncs, or multi-week migration windows? Options: Weekend cutover, Nightly syncs, Multi-week waves, Continuous coexistence
      • What rollback, validation, and contingency plans do you require before a cutover is approved?
      • Who will own migration tasks, validation, and sign-off on your side? Please name roles and responsibilities.
      • What migration risks feel most terrifying to you—lost studies, indexing errors, performance degradation, or clinician disruption? Options: Lost studies, Indexing errors, Performance drop, Clinical workflow disruption, Security exposure, Other

      Adoption and People: Will Clinicians Actually Use It?

      • How do your radiologists typically respond to new tools—enthusiastic early adopters, cautious pragmatists, or resistors? Options: Early adopters, Cautious pragmatists, Resistors, Mixed
      • What training and change management has worked for you in the past—and what failed?
      • Which metrics will show us that clinicians are actually using and benefiting from the new platform? Options: Login/use rates, Read times, AI utilization, EHR access frequency, User satisfaction scores, Other
      • If a subset of users refuses to adopt, what political or operational consequences should we anticipate?
      • Would you consider a pilot with a small group of champions before broad roll-out, and what would success look like for that pilot? Options: Yes — pilot, No — full roll-out, Maybe — need details

      Constraints, Must‑Haves, and Red Lines

      • What are the non-negotiable requirements—technical, clinical, legal, or budgetary—that would stop a deal if unmet?
      • Are there vendor or technology relationships you cannot replace (e.g., long-term contracts with a modality vendor)? Options: Yes — must keep vendor integration, No — open to replacement, Unsure
      • Which commercial terms are deal-breakers: data ownership, indemnity, support SLAs, or pricing structure? Options: Data ownership, Indemnity, Support SLAs, Pricing model, Other
      • What is your absolute latest go/no-go date to meet regulatory, surgical, or enterprise program deadlines?
      • If we can’t meet one constraint, which is most negotiable and which is immutable?

      Decision Rhythm: How Quickly Can You Move?

      • If we present a recommended scope and price tomorrow, how quickly could your team evaluate and say yes or no? Options: Within 2 weeks, 2–6 weeks, 6–12 weeks, More than 12 weeks, Unsure
      • What final approvals are required (legal, security, clinical governance, board), and how long do each typically take?
      • Which internal stakeholders tend to extend timelines, and what information do they need to move faster?
      • What would make you accelerate a decision—clear ROI, pilot success, executive sponsorship, or regulatory pressure? Options: Clear ROI, Pilot success, Executive sponsorship, Regulatory need, Other
      • Realistically, how committed are you to exploring consolidation and modernization on a scale that impacts the entire enterprise? Options: Fully committed, Open but cautious, Piloting only, Not committed
    2. Current State Mapping

      Inventory imaging systems, archives, integrations, study volumes, and key failure modes like migration risk and security gaps.

      Current State

      Quick Snapshot: Your Imaging Footprint

      • Which facility types and sites should we include when we talk about your imaging estate? Options: Single hospital, Multi-hospital system, Ambulatory imaging centers, Outpatient clinics, Teleradiology partners, Imaging joint ventures, Other
      • Roughly how many studies does your organization generate per year (across the scope above)? Options: < 50,000, 50,000–150,000, 150,000–500,000, 500,000–1,000,000, > 1,000,000, Unknown / estimates vary by site
      • Which imaging modalities are significant drivers of volume or complexity for you? Options: X-ray/DR, CT, MRI, Ultrasound, Nuclear medicine/PET, Mammography / DBT, Interventional radiology, Other
      • Can you list the core imaging vendors and primary archive/PACS/VNA platforms in use today (vendor + approximate version or deployment year)?
      • Which EHR(s) and RIS systems should we expect to integrate with or consider in scope?

      Who's Actually Holding the Keys?

      • If a single person could block or accelerate an imaging consolidation, who is that person and why?
      • Which stakeholders need to sign off on architecture, clinical workflow, and budget respectively? Options: Radiology director(s), Imaging IT manager(s), CIO/VP IT, CMO/Chief Medical Informatics, Facility leadership, Procurement, Security/Compliance
      • Who currently owns operational responsibility for archives vs who owns clinical application decisions (same team, separate, or split by site)? Options: Same team for both, Ops owns archives; clinicians decide apps, IT owns both, Split by site, Other
      • How do governance and approval timelines typically unfold—weeks, months, quarters—and what common blockers slow decisions? Options: Weeks, 1–3 months, 3–6 months, 6–12 months, Longer / multi-year
      • Who else should we include early in discovery to avoid late surprises (names/titles or roles)?

      Where the Data Lives — and How Fragile It Is

      • How confident are you that you could export and fully restore any imaging study without service-impact today? Options: Extremely confident, Mostly confident with caveats, Low confidence, We haven’t tested this
      • What types of archives/storage are in use (select all that apply)? Options: Vendor PACS archive, Vendor VNA, On-prem object storage, Cloud object storage (vendor-managed), Tape / offsite cold storage, Hybrid mix
      • What's your approximate imaging storage footprint and retention policy (TB and years)?
      • Do you have studies in proprietary or legacy formats (non-standard DICOM, private tags, burned-in images) that complicate migration? Options: None / mostly standard, Some legacy/proprietary cases, Significant proportion, Unknown
      • Have you experienced data integrity issues, silent corruption, or lost studies in the past 3 years? If yes, describe frequency and impact.

      Integration Reality Check: Beyond the EHR Name

      • Are images truly accessible inside the EHR for end users, or does access still route them to separate viewers and extra clicks? Options: Embedded viewer with full functionality, Embedded basic viewer / limited features, Links that open separate viewer, Separate viewer only, Varies by site/provider
      • Which integration standards and paths are live today between imaging systems and clinical systems? Options: DICOM C-STORE, DICOMweb, WADO, HL7 orders/results, FHIR imagingStudy/DiagnosticReport, IHE profiles (XDS-I etc.), Custom APIs
      • How mature is patient matching across systems (single MPI, probabilistic matching, manual reconciliation)? Options: Enterprise MPI / strong matching, Site-level MPI / imperfect, Probabilistic matching with manual corrections, Manual reconciliation common, Unknown
      • Do clinicians reliably receive prior studies and structured reports in their workflow? Where do gaps show up most often?
      • What integrations (EHR, ADT, RIS, AI gateways) are strategic priorities to fix or deepen in the next 12 months? Options: EHR image embedding, RIS workflow/order sync, ADT / patient identity hardening, AI integration pipeline, Reporting / analytics export, Other

      Migration and Failure Modes — What Keeps You Up at Night?

      • If you had to start a full archive migration tomorrow, what single technical or organizational failure would derail it?
      • Which migration risks do you consider highest priority to mitigate? Options: Data loss/corruption, Index and metadata mismatch, Unacceptable downtime, Unsupported codec/format edge cases, EHR desynchronization, Contractual/vendor cooperation
      • Have you performed migrations before? Describe one success and one painful lesson (who led it, timeline, outcome).
      • What maximum service outage or degraded-function window is clinically acceptable for imaging services during migration? Options: No outage tolerated; zero downtime target, < 1 hour per system, 1–4 hours, Overnight windows only, Tolerate multi-day for non-critical services
      • Do you have an internal rollback/fallback plan and named owners for migration activities? If so, who are they?

      Security & Risk: Where Small Gaps Become Big Problems

      • If a malicious actor targeted imaging systems tonight, how quickly could your team detect and limit exposure? Options: Immediate detection and containment, Within hours, Within days, Likely days to weeks, We don’t know
      • Which of the following security controls are implemented for imaging systems? Options: Encryption at rest, Encryption in transit, Role-based access control / IAM, Network segmentation / VLANs, SIEM / centralized logging, MDR / SOC monitoring, Multi-factor authentication
      • Do third-party vendors, reading services, or cloud partners have direct access to PHI in imaging systems, and how is that access governed? Options: Yes, governed by strict access controls and contracts, Yes, governed but with gaps, Limited third-party access, No third-party access
      • When was the last tabletop or live exercise for imaging-specific incident response (ransomware, data breach)? What did it reveal? Options: < 6 months, 6–12 months, 1–2 years, Never / unknown
      • Are there unresolved compliance or audit findings related to imaging (HIPAA, NIST, local policy)? If yes, summarize.

      Workflows & Clinical Experience: Where Tech Meets Care

      • Do your radiologists feel the current reading workflow increases productivity—or are they constantly working around system limits? Options: Significant productivity gains, Some gains with pain points, Neutral / mixed, Mostly working around limitations, Strong dissatisfaction
      • Which advanced tools are in active use in reading workflows today (select all that apply)? Options: 3D advanced visualization, AI/algorithm integration, Structured reporting templates, Voice recognition / speech-to-text, Worklist orchestration/prioritization, Peer review/QC tools
      • How much time do referring clinicians spend accessing images (embedded in EHR vs separate viewer)? Any known complaints about availability or user experience? Options: Mostly embedded and usable, Embedded but limited features, Mostly separate viewer, Significant clinician complaints
      • What are the top three clinician or radiologist complaints today (be specific with examples and frequency)?
      • How do you currently measure radiologist productivity and report TAT, and are those metrics shared with clinical leadership? Options: Yes, shared regularly, Measured but not shared, Ad hoc metrics only, Not measured

      Cost, Contracts, and Hidden Complexity

      • How often do renewal conversations reveal unexpected charges or constraints tied to imaging contracts? Options: Regularly, Sometimes, Rarely, Never / no renewals yet
      • Which imaging cost categories are material today (select all that apply)? Options: Maintenance & support fees, Storage capacity costs, Cloud egress / bandwidth, Licensing for viewers/advanced tools, Third-party reading or hosting, Migration / professional services
      • What are the typical contract end dates or renewal windows we should be aware of (vendor + timeframe)?
      • Are there contractual barriers to moving data (eg, egress fees, proprietary formats, multi-year clauses)? If yes, please specify. Options: Yes, significant barriers, Some barriers but negotiable, No major barriers, Unknown / legal review needed
      • Who in finance/procurement will need scope details to cost a consolidation effort, and what financial metrics matter most to them?

      If Nothing Changes: The Likely Short-Term Outcome

      • If you keep the current architecture and processes for the next 12 months, what is the single most likely negative outcome you expect?
      • Which consequences worry you most if consolidation or remediation is delayed (select up to three)? Options: Rising storage and maintenance costs, Increased downtime and clinical disruption, Security breach / regulatory fines, Radiologist turnover due to poor UX, Inability to adopt AI/advanced tools, EHR integration failures
      • How soon would you want a technical discovery workshop or deep inventory session to address these risks? Options: Immediately / within 2 weeks, 1 month, 1–3 months, 3–6 months, Undecided
      • What artifacts would be most useful for our next session (examples: PACS/VNA inventory, DICOM sample sets, storage metrics, contract summaries)? Please list what you can provide.
      • Who are the named owners we should invite to a technical deep-dive (role, name, and best contact)?
  2. Outcome Discovery

    Define measurable success signals (consolidation targets, TAT, cost reduction, AI adoption) and non‑negotiable requirements.

    Discovery Questions

    What Would Success Actually Feel Like?

    • In one sentence, what outcome would make this imaging modernization effort feel like a clear success to you?
    • Which outcome areas are most important to you right now (pick all that apply)? Options: Enterprise consolidation (%), Report turnaround time (TAT), Total cost of ownership (TCO) reduction, Radiologist productivity (reads/hour), EHR-native access / clinician adoption, AI adoption / automation rate, Security & compliance posture, Patient experience / access, Other
    • Which of those items already have a numerical target in your plans? Please list the metric and the target value.
    • Who within your organization will be held accountable for these success signals? (select all who will be measured or held to outcomes) Options: Radiology Informatics Director, Imaging IT Manager, Department Chair / Radiology Chair, CIO, CMIO, Finance/Controller, Clinical Operations / Nursing, Quality & Safety / Risk, Other
    • What timeline do you consider realistic for reaching your initial success signals (e.g., consolidation milestone, TAT improvement)? Options: 0–3 months, 3–6 months, 6–12 months, 12–24 months, 24+ months, Unsure

    If the Numbers Don’t Move, Who Pulls the Plug?

    • Which single KPI, if left unimproved after launch, would most likely jeopardize the program? Options: Consolidation % achieved, Average radiologist TAT, Monthly licensing & maintenance spend, Number of critical security findings, EHR viewer adoption rate, AI utilization rate, Other
    • How do you currently measure that KPI—automated dashboards, manual audits, periodic reports, or not measured? Options: Automated dashboard (real-time), Scheduled reports (daily/weekly/monthly), Manual audits/ad hoc, Not reliably measured, Other
    • Give a concrete example of a report or dashboard you rely on today for operational decisions (name, frequency, who reads it).
    • If leadership sees the KPI trending the wrong way, what are the realistic consequences they might trigger? Options: Pause migrations, Request additional funding, Change vendor / re-bid, Scale back clinical scope, Escalate to executive leadership, Other
    • How confident are you in the accuracy of your current baseline measurement for that KPI? Options: Very confident, Somewhat confident, Low confidence, No reliable baseline

    Where Are We Losing Time, Money, or Trust?

    • Which operational failures today cost you the most—time, money, clinician trust, or all three? Options: Migration failures / data loss risk, Reading delays / TAT spikes, Duplicate storage & licensing costs, Inadequate EHR access for clinicians, Frequent integrations breaking, Security incidents / vulnerabilities, Other
    • For the top one or two items you selected, how often do these issues occur and what is the immediate impact on patients or clinicians?
    • Which of these problems have you tried to fix before—and why did those efforts not deliver the result you needed?
    • Which issues are addressable by configuration or training versus those requiring vendor or architectural changes? Options: Mostly configuration/training, Mostly vendor/architectural changes, A mix of both, Unsure
    • When these failures happen, how does it make you feel about the possibility of a new platform—energized, skeptical, or cautious? Tell us why. Options: Energized, Skeptical, Cautious, Other

    What Would You Put on the 'Non‑Negotiable' List?

    • If you had to write a short list of absolute deal-breakers for any vendor, what would be on it?
    • Which of the following are absolute non-negotiables for you? (select all that apply) Options: Data ownership remains with customer, HIPAA-compliant encryption & audit logs, Minimal scheduled downtime / SLOs, EHR-native image access (no separate viewer), Validated AI governance & audit trail, Vendor-neutral archive & exportability, On-site or SLA-backed support, Regional data residency / compliance, Other
    • Which non-negotiables must be codified contractually versus operationally enforced? Options: Contractual (must be in contract), Operational (process & SOP-based), Both, Unsure
    • If a vendor proposes a reasonable technical workaround that touches a non-negotiable, how willing are you to consider exceptions under strict guardrails? Options: Open with strict guardrails, Maybe for critical path reasons, No exceptions—must meet exactly, Depends on executive approval
    • Are there regulatory or board-level requirements that would automatically rule out certain approaches? Please describe.

    How Bold Are You Willing To Be With AI?

    • If we proposed a first-year AI program, would you want pilots only, selective clinical deployment, or enterprise-level rollouts immediately? Options: No AI in year 1, Small pilot(s) only, Targeted clinical deployment (few sites), Broad enterprise deployment, Undecided
    • Which AI use-cases would move the needle most for you in the near term? (select up to 4) Options: Study triage/prioritization, Critical findings auto-alerts, Automated measurements / quantification, Report drafting / structured reporting, QC and modality anomaly detection, Radiologist decision support, Dose optimization / monitoring, Other
    • What validation, governance, and clinical oversight would you require before moving any AI into live reads?
    • How would you measure AI success numerically (sensitivity, reduction in TAT, % of cases auto-triaged, radiologist adoption %)? Please list top 2 metrics and thresholds.
    • Who must authorize AI use in clinical workflow (roles required for sign-off)? Options: Radiology Chair, Clinical Safety / Quality, CIO/CMIO, Legal/Compliance, Vendor clinical lead, Other

    If We Said 'We Can Migrate Everything,' What Would You Still Worry About?

    • Which datasets or systems do you consider highest risk for migration (pick all that worry you)? Options: Legacy PACS images (old formats), Study-level metadata and report linkage, RIS schedule & patient linkage, Vendor-specific proprietary archives, Research/teaching datasets, Cloud backups / offsite archives, Other
    • What maximum acceptable data loss or rework threshold would you tolerate during migration (if any)? Options: Zero loss (none), <0.1%, <1%, <5%, Depends on dataset, Unsure
    • How do you currently validate image integrity after migrations or upgrades? Describe tools, processes, and owners.
    • Who are the named owners required to sign off on migration completion at each facility type (ambulatory, community hospital, main campus)?
    • What maintenance windows or downtime limits are acceptable per facility during migration/activity? Options: No downtime allowed, Off-hour short windows (<4 hrs), Planned windows overnight/weekend, Acceptable with prior notice, Varies by facility—describe

    Who Will Hold the Flag When Things Get Messy?

    • Who are the ultimate decision-makers for go/no-go milestones and contract sign-off on your side? Options: Radiology Informatics Director, Department Chair, CIO, CFO/Finance, Procurement, Legal/Compliance, Other
    • Which model of acceptance do you prefer for deployment milestones? Options: Technical acceptance checklist, Clinical validation with sample reads, Executive KPI milestone sign-off, Combination (technical + clinical), Other
    • Which commercial or contractual terms would immediately disqualify a vendor (select all that apply)? Options: No clear data export/exit clause, Unacceptable indemnity or liability limits, Opaque pricing / subscription traps, No SLA for uptime or support, Ownership of derived data or models, Exclusive AI model rights, Other
    • What timeline milestones are truly immovable for you (e.g., fiscal year close, regulatory deadlines, executive reviews)? Please list dates or triggers.
    • How would you like to structure governance after go‑live to keep performance on track (committee, monthly reports, executive reviews)? Options: Steering committee, Monthly KPI reports, Quarterly executive review, Operational runbook with owners, Other

    Let’s Put Numbers On It — Targets, Baselines, and Timeframes

    • If a vendor promised a 10–30% uplift in radiologist throughput within 12 months, would that be sufficient to change your evaluation of a platform? Options: Yes—game changing, Potentially—depends on cost, Not sufficient alone, Unsure
    • Which of these metrics would you like to establish baselines and targets for in our agreement? (select all you want numeric targets for) Options: Consolidation % (studies/sites), Average report TAT, Reads per radiologist per day, Storage & maintenance TCO, EHR viewer adoption %, AI call rate / utilization, Security incidents per year, Other
    • For each selected metric above, please provide the current baseline and a target with timeframe (format: Metric — Baseline — Target — Target Date).
    • Who on your team will own the ongoing measurement and reporting of these targets? Options: Imaging IT, Radiology Informatics Director, Analytics / BI team, Clinical Operations, Vendor-managed reporting, Other
    • If we agree on targets, what should the escalation path look like if milestones are missed (e.g., 30/60/90 day reviews, remediation plans)?
  3. Solution Experience

    Translate the customer’s context into a shared vision by walking through workflows for consolidation, EHR access, AI integration, and radiologist productivity.

    Experience Meetings

    • Current State & Consequence Alignment
    • Future State Vision Workshop
    • Consolidation & Migration Workflow Walkthrough
    • EHR Access & Clinician Workflow Experience
    • AI Integration & Radiologist Productivity Session
    • Schedule a technical session with the EHR vendor and customer's integration owner.
    • Validate a concrete migration wave plan that directly reduces the customer's migration risk.
    • Agree on acceptance criteria and checkpoints that prove the future state for that wave.
    • Assign named owners for the wave and confirm resource commitments.
    • Produce the detailed migration wave playbook (steps, owners, timelines, rollback plan).
    • List and schedule the acceptance tests for the wave.
    • Confirm and record named owners and their responsibilities for execution.
    • Confirm Clinician Use‑Case & Pain Points
    • Confirm an agreed EHR access workflow that eliminates the current clinician pain points.
    • Agree measurable performance and security acceptance criteria for EHR integration.
    • Identify any EHR vendor sessions or API prerequisites needed to implement the workflow.
    • Draft the EHR integration specification including APIs, SSO, and acceptance tests.
    • Introductions & Meeting Objective
    • Create the performance SLA checklist to validate during pilot and cutover.
    • Map Radiologist Workflow & Pain Points
    • Agree on an AI integration architecture that directly maps to radiologist pain points.
    • Define a measurable pilot with KPIs that, if met, prove the productivity improvements.
    • Assign governance owners for model QA, clinical validation, and monitoring.
    • Produce the AI integration diagram and technical requirements tied to the selected algorithms.
    • Create a pilot plan with cohort, timelines, KPIs, and data collection needs.
    • Document governance roles and monitoring requirements for model lifecycle management.
    • Produce and have customer sign off on a one‑sentence current state.
    • Create a quantified consequence summary (cost/time/risk) that drives urgency.
    • Confirm named stakeholders, decision roles, and timelines tied to the consequences.
    • Document and circulate the agreed one‑sentence current state.
    • Prepare a consequence metrics summary (cost, TAT delays, security gaps) for the Solution Experience.
    • Produce stakeholder RACI and approval timeline to inform next sessions.
    • Recap Current State & Consequences
    • Agree on a one‑sentence future‑state that represents operational improvement.
    • Prioritize 3–5 measurable success signals with baseline and target values.
    • Document non‑negotiable requirements that will constrain solution design.
    • Finalize and publish the one‑sentence future‑state and prioritized KPIs.
    • Capture non‑negotiables into the solution requirements tracker.
    • Prepare targeted scenarios for the Solution Experience that prove the future state against the top KPIs.
    • Scenario Setup: Selected Facility/Wave
    • EHR Access Flow Walkthrough
    • Step‑by‑Step Migration Flow
    • Draft Future‑State Statement
    • One‑Sentence Current State Draft
    • AI Integration Architecture Tailored to Customer
    • Performance & SLA Targets
    • Data Review: Systems, Volumes, Failure Modes
    • Data Integrity, Rollback & Risk Controls
    • Define Measurable Success Signals
    • Productivity Proof Points
    • Security, Audit, and Access Controls
    • Governance, QA, and Model Lifecycle
    • Capture Non‑Negotiables & Constraints
    • Operational Impact & Cutover Timeline
    • Quantify Consequences
    • Validation & Acceptance Criteria
    • Validate Future‑State Against Consequences
    • Validation: Live or Recorded Case
    • Pilot Scope & Acceptance Criteria
    • Stakeholder & Decision Role Confirmation
  4. Solution Scope

    Define modules (archive, advanced Viz, reporting, AI), migration waves, integrations, training, responsibilities, and acceptance criteria.

    Scope Configuration

    • Deploy Vendor-Neutral Archive (VNA) and Unified Storage
    • Bulk Migrate Studies from Legacy PACS to VNA
    • Configure EHR Image Viewer and Single-Sign-On
    • Deploy Advanced 3D Visualization Workstations
    • Activate Structured and Voice-Enabled Reporting
    • Integrate AI Algorithms into Reading Workflows
    • Implement Radiologist Productivity Analytics
    • Enable Dose Tracking and Regulatory Reporting
    • Enable Image Streaming and Edge Rendering
    • Configure Multi-site Image Consolidation and Routing
    • Deploy Role-Based Access Controls and Audit Logging
    • Implement DICOM Encryption and Secure Access

    Scope Questions

    Deploy Vendor-Neutral Archive (VNA) and Unified Storage

    • Do you currently have a central archive or multiple vendor-specific archives? Options: Central VNA, Multiple vendor PACS archives, Hybrid (central + vendor archives), No archive / flat file storage
    • What is the current imaging dataset size to migrate/bring under unified storage (TB or approximate study count)?
    • Which retention/replication policies must the VNA support? Options: Primary + local backup, Geo-replication, WORM/immutable retention, Short-term only
    • Which storage tiers are required at launch (e.g., hot, warm, cold)? Options: Hot (fast access), Warm (nearline), Cold (archive), Object storage
    • Are there any regulatory or long-term retention mandates for imaging data we must accommodate? Options: Yes, No
    • Who will own storage capacity planning and cost center billing for archive growth?
    • Do you require vendor-neutral metadata normalization or custom mapping for study/series/patient identifiers? Options: Yes, No

    Bulk Migrate Studies from Legacy PACS to VNA

    • Approximately how many studies and what date range need to be migrated in bulk?
    • What is your preferred migration strategy? Options: Full historical backfill, Phased by date range, Phased by site, On-demand (as read)
    • Which legacy PACS vendors and versions are target sources for migration?
    • What are the acceptance criteria for a migrated study (image count/series completeness, header accuracy, clinical sign-off)?
    • What is your tolerance for cutover downtime or read-only windows during migration? Options: None (zero downtime), Planned short windows (hours), Extended windows (days)
    • Who are the named owners and approvers for migration validation and sign-off?
    • Do you require reconciliation reports and automatic re-ingest for failed or incomplete studies? Options: Yes, No

    Configure EHR Image Viewer and Single-Sign-On

    • Which EHR(s) and versions need image viewer integration?
    • How should users access images from the EHR? Options: Embedded in-chart viewer, Contextual link (pop-up), Hybrid (both)
    • Which SSO/identity provider and protocol do you use? Options: Active Directory/LDAP, SAML, OAuth/OIDC, Other
    • Which user groups require EHR image access (e.g., referring MDs, ED, clinicians)? Options: Referring physicians, ED clinicians, Inpatient teams, Outpatient clinics, All staff
    • Are there specific viewer features required in the EHR (cine, measurement, hanging protocols, comparison tools)?
    • Do you require audit logging for image access initiated from the EHR? Options: Yes, No
    • What SLAs or performance requirements should the EHR viewer meet (max load time, concurrent users)?

    Deploy Advanced 3D Visualization Workstations

    • How many advanced visualization workstations are required, and which locations will they be deployed to?
    • Do you prefer fat-client (desktop) workstations, thin-client/remote rendering, or a mix? Options: Fat-client (local GPU), Thin-client (server/GPU rendering), Mixed
    • Which clinical specialties or modalities need advanced 3D tools (e.g., cardiac, neuro, vascular)?
    • Are there vendor-specific integrations or modules required (third-party post-processing tools)? Options: Yes, No
    • What licensing model do you prefer for advanced visualization (per-seat, concurrent, site-wide)? Options: Per-seat, Concurrent, Site-wide, Enterprise
    • Do workstations need to access the VNA directly or via PACS/VPN, and are there firewall/network constraints?
    • What training and competency verification are required for radiologists and techs on the 3D tools? Options: Standard training, Proctored sessions, Certification/competency checks, None

    Activate Structured and Voice-Enabled Reporting

    • Which specialties and report templates must be enabled at go-live?
    • Do you already use a speech recognition vendor or require integration with a new SR solution? Options: Existing vendor (integrate), New vendor required, No speech recognition
    • Should reporting be structured (discrete fields) for analytics and downstream systems? Options: Yes, structured, Partially (mix), No, free-text only
    • Do you require integration with RIS/HIS for report routing, billing codes, and signatures? Options: Yes, No
    • What turnaround time (TAT) targets do you expect and should those be monitored? Options: Yes, monitor TAT, No monitoring
    • Do you need templates, macros, or decision-support structured fields created or migrated? Options: Create new templates, Migrate existing templates, Both, None
    • Who will own report content governance and sign-off for templates and voice macros?

    Integrate AI Algorithms into Reading Workflows

    • Which AI algorithms or vendors do you plan to integrate at launch?
    • Do you prefer on-prem inference, cloud inference, or a hybrid deployment for AI? Options: On-prem, Cloud, Hybrid
    • How should AI outputs be presented to radiologists (inline flagging, separate worklist, pre-populated measurements)? Options: Inline flags/annotations, AI worklist, Pre-populated report fields, Separate AI viewer
    • Are there data governance or PHI consent rules for sending studies to AI vendors? Options: Yes, No
    • What acceptance criteria and validation cohort size are required before AI results are used clinically?
    • Who will own algorithm lifecycle management (updates, performance monitoring, drift detection)?
    • Do you require integration with decision support or alerts into the radiology workflow or EHR? Options: Yes, No

    Implement Radiologist Productivity Analytics

    • Which KPIs do you want tracked for radiologist productivity? Options: Studies/hour, TAT, Worklist idle time, Report completion time, Other
    • Which user groups should have access to dashboards (radiologists, managers, executives)? Options: Radiologists, Department managers, IT/Operations, Executives
    • What data sources will feed analytics (VNA, PACS, RIS, voice recognition logs)?
    • What reporting cadence and alerting thresholds are required (real-time, daily, weekly)? Options: Real-time, Daily, Weekly, Monthly
    • Do you require benchmarking against peer or historical performance and how should anonymization be handled? Options: Yes, No
    • Are there privacy or union considerations for per-user productivity reporting? Options: Yes, No
    • Who will approve access levels and KPI definitions for performance dashboards?

    Enable Dose Tracking and Regulatory Reporting

    • Which modalities and scanners must be included in dose tracking at go-live? Options: CT, Fluoroscopy, XR, Nuclear Medicine, All modalities
    • Do your scanners generate DICOM Dose SR or do they require gateway translation? Options: Native DICOM Dose SR, Requires translation/mapping, Unknown
    • Which registries or external reporting endpoints must be supported (e.g., ACR Dose Index Registry)? Options: ACR DIR, Local/regional registry, None
    • What alerting thresholds or escalation paths are required for dose events? Options: Automatic alerts, Manual review only, Both
    • How often should dose reports be generated and who receives them? Options: Daily, Weekly, Monthly, On-demand
    • Do you need historical dose backfill and normalization across scanner models? Options: Yes, No
    • Who owns QA validation and sign-off for dose-tracking accuracy?

    Enable Image Streaming and Edge Rendering

    • Which sites or user groups need low-latency streaming (remote readers, ED, OR)?
    • What are the network constraints between sites (bandwidth, latency, packet loss)?
    • Do you prefer client-side rendering, server-side edge rendering, or a hybrid for streamed sessions? Options: Client-side, Server-side edge rendering, Hybrid
    • What fallback behavior is acceptable if streaming degrades (lower resolution, fail to cached image, pause)? Options: Lower resolution, Switch to cached images, Pause session, Other
  5. Mutual Commit

    Finalize commercial terms, contract modules, data ownership, timelines, and go/no‑go criteria.

    Agreement Modules

    • Non-Disclosure Agreement (NDA)
    • Master Services Agreement (MSA)
    • Statement of Work (SOW)
    • Pricing & Commercial Terms
    • Payment Schedule & Invoicing
    • Data Processing Agreement (DPA)
    • Data Ownership & Access Addendum
    • Security & Compliance Annex
    • Service Level Agreement (SLA)
    • Implementation Timeline & Go/No‑Go Criteria
    • Acceptance & Validation Checklist
    • Migration & Cutover Plan
    • Change Order Agreement
    • Training & Enablement Agreement
    • Third‑Party & OEM Integration Addendum
    • Liability, Indemnity & Insurance Terms
    • Escrow & Continuity Arrangements
    • Renewal, Termination & Transition Terms
  6. Deployment

    Operationalize rollout with readiness checks, enablement, and outcome validation.

    1. Pre-Deployment Readiness

      Confirm data mapping, access, security controls, test environments, and named owners for migration and integrations.

      Readiness Questions

      Quick Pulse: Where We Really Are Right Now

      • Which phrase best describes your team's current deployment readiness? Options: Planning stage — no migrations started, Pilot migrations complete, Multiple waves planned, not started, Active cutovers underway, Post-cutover stabilization
      • Tell us briefly about the last imaging migration your team ran and one thing that surprised you about it.
      • Which systems and archives currently store production imaging that must be consolidated (select all that apply)? Options: Vendor A PACS, Vendor B PACS, Local modality archive, VNA / enterprise archive, Cloud archive, Point solution (advanced viz/AI), Other
      • What is your typical monthly inbound DICOM study volume (approx)? Options: < 10k, 10k–50k, 50k–200k, 200k–500k, > 500k
      • Who on your side will be the primary contact for scheduling and day‑of cutover decisions? (Name and role)

      Are You Comfortable Leaving Data Mapping to Chance?

      • Do you currently have a canonical data model or mapping specification that standardizes study metadata across sites? Options: Yes — formal spec exists, Partially — some mappings documented, No — mappings ad hoc per system, Unsure
      • Which metadata fields do you consider non-negotiable to preserve exactly during migration? Options: Patient ID/MRN, Accession number, StudyInstanceUID, SeriesInstanceUID, Study date/time, Referring physician, Procedure codes (CPT), Radiologist report links, Other
      • How heterogeneous are the DICOM tag implementations across your sites, and how long have you been managing that variability? Options: Highly heterogeneous — years, Moderately heterogeneous — months to years, Mostly consistent — recent minor differences, Not sure
      • Describe a specific edge case (an exam type, modality, or vendor behavior) that you worry could break during mapping.
      • Would you be open to a lightweight sample mapping run (small data set) to validate assumptions before full waves? Options: Yes — recommended, Maybe — need details, No — prefer full validation later

      Who Really Has the Keys — Access, Accounts, and Security Controls

      • If we gave a list of required service accounts and admin privileges today, would you be confident we could provision them within the proposed timeline? Options: Yes — provisioning process established, Partially — some approvals slow, No — approvals take too long, Unsure
      • Which authentication and access models are in use for imaging tools at your sites? Options: Active Directory/LDAP, SAML/OAuth SSO, Local accounts only, Clinical single sign‑on (SSO), API keys/service accounts, Other
      • How do you feel about the current level of visibility into privileged access (admins, service accounts) for imaging systems? Options: High visibility and logging, Partial visibility — gaps exist, Low visibility — concerning, Not sure
      • Which encryption and network controls must be maintained or implemented for migration traffic? Options: TLS/DICOMweb (in transit), VPN/MPLS segmented network, Encryption at rest, IP allowlists, MFT with audit, Other
      • Who is the security or compliance owner we should loop into migration planning (name and role)?

      If Tests Fail, How Fast Can You Recover?

      • Do you have a dedicated test environment that mirrors production for imaging systems and integrations? Options: Full mirror (recommended), Partial mirror (some systems), No — we test in a subset of prod or not at all, Unsure
      • When you run validation tests today, which of these do you execute routinely? Options: Image integrity checks (pixel-level), EHR access/launch tests, AI call/response tests, Report linking and workflows, Performance/load tests, Security/authentication tests
      • What are your acceptable Recovery Time Objective (RTO) and Recovery Point Objective (RPO) for the migration window? Options: RTO < 1 hour / RPO < 15 min, RTO 1–4 hours / RPO 15–60 min, RTO 4–24 hours / RPO hours, Longer windows acceptable / unspecific
      • Describe your rollback decision process and who can call a stop or rollback during cutover.
      • Have you performed a dry run of a cutover (end‑to‑end) in your environment before? If yes, what failed and what we learned. Options: Yes — multiple dry runs, Yes — one dry run, No — we rely on checklist testing, Not applicable

      Who’s Actually Going To Own This — Naming Clear Accountability

      • Which of the following roles will be accountable for migration and go‑live decisions on your side (select all that apply)? Options: Radiology Informatics Director, Imaging IT Manager/Director, PACS Administrator, Clinical IT/Infrastructure Lead, CISO or Security Officer, Clinical Operations/Dept Chair, EHR Integration Lead, Other
      • For each role you selected, please list the named person and their preferred contact method.
      • Do you have an established RACI or governance board for deployment decisions? Options: Formal RACI in place, Informal governance with known stakeholders, No RACI — decisions ad hoc, Unsure
      • How do you prefer escalations be handled during migration windows (phone call, war room, ticketing priority, other)? Options: Dedicated war room + phone, Primary phone escalation then ticket, High-priority ticket with SLAs, Email only, Other
      • What authority does your vendor partner have to make emergency config changes if critical issues arise during cutover? Options: Full admin with written approval, Admin with on-call approval, No admin — must route through our IT, Varies by environment

      Does Integration Truly Work in Your EHR Workflow?

      • How are clinicians expected to access images from the EHR after migration (select all that apply)? Options: Embedded zero-footprint viewer, Contextual launch to full viewer, Static links to external viewer, Thumbnail/preview only, CDS links or AI results in-chart, Other
      • Do you require single sign‑on between EHR and imaging (SAML/OAuth) for all clinician groups? Options: Yes — mandatory, Preferred but not required, No — separate login acceptable, Unsure
      • Which integration standards must be supported in your environment? Options: DICOM Q/R, DICOMweb, HL7v2, FHIR ImagingStudy/DiagnosticReport, XDS/XDS-I, Custom APIs, Other
      • Share an example where imaging in the EHR caused a clinical workflow slowdown or patient care delay — what happened and why it mattered.
      • What is the maximum acceptable time from clicking a study in the EHR to images rendering for clinicians? Options: < 5 seconds, 5–15 seconds, 15–30 seconds, > 30 seconds — problematic

      What Would Success Look Like on Day One?

      • Which of these acceptance criteria are mandatory for you on cutover day (select all that apply)? Options: All studies accessible with correct patient mapping, EHR launch and context preserved, No missing reports or broken links, AI integrations successfully calling and returning results, Performance within SLA thresholds, Security and audit logging enabled
      • How will your team measure image integrity post-migration (pixel comparison, checksums, spot-check sampling, other)? Options: Pixel-level checks (automated), Checksums/hash validation, Sample spot-checks by modality, Report/sample reconciliation, Other
      • Who needs to sign off on day‑one acceptance and what is the minimum set of signatories?
      • If one acceptance criterion fails, what is your preferred remediation path (pause cutover, continue with exceptions, rollback, hybrid approach)? Options: Pause and remediate, Rollback to previous state, Proceed with exception tracking and quick fix, Other
      • What monitoring or alerting must be in place immediately after cutover to feel confident the environment is stable? Options: Real-time ingestion dashboards, EHR access latency alerts, AI call failure alerts, Security audit logs monitored, User-reported issue queue with SLA

      Signals of Risk You Might Be Ignoring

      • Which potential risks keep you up at night about migration and why?
      • Do you have legacy devices or modalities that are unsupported or end‑of‑life that must be handled specially? Options: Yes — many, Yes — a few known devices, No — devices supported, Unsure
      • Are there contractual, regulatory, or data‑residency constraints we need to consider when moving or storing images? Options: Yes — strict constraints, Some constraints — manageable, No major constraints, Unsure
      • How would you rank your top three migration risks from this list? Options: Data mapping errors, Authentication/SSO failures, Performance/latency, AI integration failures, Report linking loss, Security/compliance gaps, Rollback inability
      • For each risk you selected, what mitigation or contingency is already in place?

      Next Steps: Commitment, Timelines, and Small Bets

      • Thinking realistically, when do you want the first migration wave to occur? Options: Within 30 days, 30–90 days, 3–6 months, 6+ months, Undecided
      • Which of these preparatory steps would you prioritize in the next 30 days? Options: Sample data mapping run, Provision test environments, Security validation and penetration test, RACI finalization and sign-off, EHR integration smoke test, Other
      • What would make you say 'we’re ready' in writing — a single-sentence criteria that commits your team?
      • Who else on your executive or clinical team should we brief before we schedule a dry run? Options: CIO, CISO, Chief Medical Officer, Department Chair, Clinical Operations, Other
      • Would you like us to prepare a one‑page readiness checklist and a proposed timeline based on your answers? Options: Yes — please prepare, Maybe — I need more info, No — we have our process
    2. Deployment Enablement

      Schedule cutovers, migration waves, integration tasks, training, and operational handoffs with clear owners and timelines.

    3. Validation Checklist

      Execute acceptance tests for image integrity, EHR access, AI calls, reporting workflows, and security, then capture sign‑offs.

      Validation Questions

      Setting the Table: Quick Context

      • Which role are you answering these questions as? Options: Radiology Informatics Director, Imaging IT Manager, Department Chair, CIO/CISO, Technical Project Manager, Other
      • How many facilities and distinct imaging sites does your organization operate today? Options: 1–3, 4–10, 11–25, 26–50, 51+
      • What is your approximate monthly imaging study volume across all sites? Options: <10k, 10k–50k, 50k–150k, 150k–500k, 500k+
      • Which imaging modalities and clinical applications are core to your operations right now? Options: CT, MR, X‑ray/DR, US, Nuclear/PET, Cardiac, Dental/CBCT, 3D/Advanced Viz
      • Who is the primary budget owner for imaging infrastructure in your organization? Options: Radiology department, IT/Infrastructure, CIO office, Capital planning, Combination, Unsure
      • If you had to name one immediate priority for imaging this year, what is it?

      If This Were a Fire Alarm, Where Would It Ring First?

      • What single failure or outcome would cause you to escalate this program to executive leadership right now? Options: Clinical downtime, Major migration data loss, Regulatory breach, Radiologist attrition/productivity loss, Large unexpected cost, Other
      • Tell us about a recent incident that felt like a near miss or real failure—what happened and who felt the consequences most?
      • How often do such incidents or near misses occur today? Options: Weekly, Monthly, Quarterly, Rarely, Never
      • When those problems occur, what are the typical downstream effects on patient care, report turnaround, or revenue?
      • Which stakeholders do you find are most vocal or most impacted when things break (pick all that apply)? Options: Radiologists, Referring physicians, Nursing/Clinicians, IT operations, Compliance/legal, Executive leadership

      Are You Tolerating Complexity or Managing It?

      • If you had to describe your current imaging estate in one sentence, what would it be?
      • How many distinct PACS/archives/vendors are actively storing and serving studies today? Options: 1, 2–3, 4–6, 7–10, 11+
      • Which of the following best represents your integration landscape? Options: Single EHR, few imaging integrations, Multiple EHRs, ad hoc imaging links, Enterprise EHR + formal embedded viewer, Mixed EHRs with centralized archive, Other
      • What are the top three technical failure modes you worry about (e.g., migration loss, vendor lock-in, HL7/DICOM mismatch, performance)? Options: Migration data loss, Vendor lock‑in, Integration failures (EHR/AD), Performance/latency, Security gaps, AI integration failures
      • How long have you been operating with the current level of complexity? Options: <1 year, 1–3 years, 3–6 years, 6+ years
      • Who on your team currently owns day‑to‑day archive hygiene, integrations, and vendor escalations? Options: Imaging IT, Biomedical engineering, Vendor-managed service, Shared/Matrix team, We don't have a clear owner

      What Would Winning Actually Feel Like for Your Team?

      • If you woke up a year from now and this program had been a clear success, what would be different in the daily life of a radiologist?
      • Which measurable outcomes matter most to you for a successful program (choose up to 4)? Options: Consolidation of archives, Report turnaround time (TAT), Total cost of ownership reduction, Radiologist productivity, EHR‑embedded access, AI adoption rate, Security/compliance improvement
      • For the KPIs you selected, what are your current baselines (if known) and realistic target improvements?
      • Which of these would be non‑negotiable for you to consider moving forward? Options: Zero critical downtime during cutover, No loss of studylevel metadata, EHR embedded viewer for referring MDs, Vendor‑neutral archive retention, Clear data ownership clause
      • How would success be perceived differently by clinical leadership versus IT/finance in your organization?

      What Would Block You From Saying Yes?

      • What are the deal‑killers you cannot tolerate in a vendor or solution? Options: Opaque pricing, Unclear data ownership, Insufficient EHR integration, No proven migration methodology, Weak security posture, Poor radiologist UX
      • Have you had prior vendor engagements that failed to deliver—what were the root causes and lessons learned?
      • Which contractual or procurement constraints might slow or block a decision here? Options: Capital budget cycle timing, Consortium/IDN approvals, Legal/compliance reviews, Vendor pre‑qualification lists, Other
      • How do you weigh technical capability versus commercial terms when choosing a partner? Options: Technical capability first, Commercial terms first, Balanced equally, Depends on program phase
      • What are your expectations around data ownership, portability, and exit terms?

      Imagine the Integration: Who, What, When?

      • If this program starts tomorrow, who on your side would be the named owner of migration, integrations, and clinical adoption?
      • What does your ideal timeline look like from vendor selection to first cutover (choose the nearest range)? Options: <3 months, 3–6 months, 6–9 months, 9–12 months, 12+ months
      • Which of these deployment models aligns best with how you want to run the project? Options: Big‑bang enterprise cutover, Phased by facility/wave, Modular feature rollouts (archive first, then apps), Hybrid cutover
      • What internal resources can you commit to the project (select all that apply)? Options: Dedicated project manager, Clinical champions (radiologists), Imaging IT engineers, Integration specialists, Vendor liaison, Limited internal time
      • What would need to change in your organization to hit the timeline you just selected?

      Where Does Patient Safety and Security Keep You Up at Night?

      • If a single security or compliance gap were exposed tomorrow, which one would cause the most concern? Options: Unencrypted PHI at rest, Improper access controls, Incomplete audit trails, Third‑party AI data handling, Failed backups/DR
      • Which of the following controls do you currently enforce across your imaging estate? Options: Encryption at rest, Encryption in transit, Role‑based access control, SAML/SSO, Logging and SIEM integration, None of the above
      • Have you had any regulatory findings or security incidents related to imaging systems in the past 3 years? Options: Yes, No, Not sure
      • How do you expect a vendor to demonstrate compliance and prove safe handling of AI calls and third‑party integrations? Options: Formal SOC/ISO reports, Penetration test results, Architecture whitepaper, Shared runbooks, Customer references
      • Who on your security/compliance team must sign off before any migrations or integrations proceed?

      How Much Risk Are You Willing To Accept On Cutover Day?

      • What is the maximum acceptable downtime window for clinical users during any cutover? Options: Zero downtime required, <1 hour, 1–4 hours, 4–12 hours, 12+ hours
      • What level of data re‑synchronization or replay would be acceptable if an issue occurs during migration? Options: Real‑time no loss, <1% replay, 1–5% replay, >5% replay unacceptable, Unsure
      • Which rollback or contingency expectations do you have if a wave experiences unexpected issues? Options: Immediate rollback to old system, Pause and manual reconciliation, Partial rollback for affected sites, No rollback, fix forward
      • What kinds of tests and gates must pass before you authorize a go/no‑go (select all that apply)? Options: Image integrity checks, EHR access verification, AI call validation, Performance/load tests, Security penetration tests
      • Who must be present and who must sign off for a final go/no‑go decision? Options: Radiology lead, CIO/CISO, Project manager, Vendor PM, Clinical informatics, Other

      Proof in the Pudding: How Will You Validate Success?

      • Which acceptance tests will be required to consider the migration and integration complete? Options: Image integrity verification, EHR embedded viewer tests, AI result end‑to‑end calls, Reporting and analytics validation, Security and audit trails
      • How will you sample studies for validation (e.g., percent, modality focus, random, targeted edge cases)? Options: Random sampling, Modality‑focused, High‑complexity cases only, Percent of total studies, Customer selects scenarios
      • What specific pass/fail criteria do you expect for image integrity and metadata fidelity?
      • Who signs the final acceptance and who owns the post‑go live backlog of issues? Options: Radiology director, IT director, Clinical informatics, Vendor acceptance lead, Joint signoff
      • After go‑live, which KPIs do you want monitored and for how long before we call the program stable? Options: 30 days, 60 days, 90 days, 6 months, Other

      Next Steps: What Would Make Us Earn Your Trust?

      • What would a credible pilot look like to you (scope, duration, success criteria)?
      • Which stakeholders should we invite to the next conversation to make progress? Options: Radiology leadership, Imaging IT, CIO/CISO, Clinical informatics, Procurement, Vendor technical lead
      • What are your preferred decision checkpoints and when is your next procurement window? Options: Weekly review, Biweekly steering, Monthly decision, Quarterly procurement cycle, Ad hoc
      • What evidence or deliverables would help you feel comfortable progressing to a commercial discussion? Options: Detailed migration plan, Reference site visit, Security/pen test reports, TCO model, Pilot results
      • Is there anything else we should know that would change how we approach a proposal for you?
  7. Success

    Review KPIs against success signals, document lessons learned, and maintain a shared backlog for issues and enhancements.

    Success Reviews

    • Executive KPI Review
    • Operational Performance Review
    • Lessons Learned Retrospective
    • Backlog Prioritization & Enhancement Planning
    • Governance & Continuous Improvement Cadence

    Issues & Enhancements

    • Create prioritized backlog entries with acceptance criteria, estimates, and assigned owners in the shared tool.
    • Identify root causes for operational KPI gaps and agree on a prioritized remediation plan with clear owners and timelines.
    • Agree on verification criteria and evidence required to mark each remediation as complete.
    • Establish a short-term cadence for progress updates until KPIs return to target.
    • Create remediation tickets in the shared backlog for each agreed action with owner, priority, and acceptance criteria.
    • Prepare a verification checklist and data extracts required to validate each remediation action.
    • Schedule weekly ops syncs until the top 3 KPI issues are closed.
    • Retrospective Framing & Rules
    • Capture a prioritized set of lessons learned that lead to concrete updates in runbooks, training, and deployment playbooks.
    • Assign owners and deadlines to each playbook/training update to institutionalize improvements.
    • Agree on a communication plan to distribute lessons to impacted stakeholders and teams.
    • Publish the lessons learned document in the shared project wiki and notify stakeholders.
    • Update the deployment and cutover playbooks with the prioritized changes and assign owners.
    • Schedule a training session to socialize new runbook steps with operational staff.
    • Backlog Health Snapshot
    • Produce a prioritized, time-boxed backlog for the next 90 days aligned to success signals and resource availability.
    • Assign owners and rough estimates for prioritized items to enable sprint planning and vendor engagement.
    • Agree on stakeholder communication for upcoming changes and expected impacts.
    • Opening & Objectives
    • Coordinate with vendor/product teams to confirm estimates and resource commitments for high-priority items.
    • Publish the 90-day roadmap and stakeholder communication plan.
    • Governance Charter & Roles
    • Ratify a governance model that ensures sustained KPI monitoring, timely remediation, and clear ownership.
    • Agree on reporting templates and cadence that provide transparent, action-oriented insights to stakeholders.
    • Implement escalation and backlog workflows to ensure issues are resolved within agreed SLAs.
    • Publish the governance charter, meeting cadence, and attendee roster to the shared collaboration space.
    • Enable access to KPI dashboards for all governance members and set up scheduled reports.
    • Create escalation templates and integrate SLA tracking into the shared backlog tool.
    • Validate whether project KPIs meet executive-level success signals and obtain explicit guidance on any required escalations.
    • Approve or reallocate budget/timeline adjustments tied to KPI remediation where necessary.
    • Confirm ownership and decision cadence for unresolved high-impact items.
    • Assign executive sponsor to approved remediation items and confirm funding source and amount.
    • Publish a one-page executive decision memo capturing approvals and unresolved escalations.
    • Schedule the next executive KPI checkpoint (date and required pre-reads).
    • Pre-work Review & Data Pack Confirmation
    • One-sentence Current State
    • One-sentence Current State (Operational)
    • KPI Cadence & Reporting Templates
    • Triage Criteria & Scoring
    • Timeline Walkthrough
    • Prioritize Top Items (Top 10)
    • Metric Deep-dive: Productivity & TAT
    • SLA Definitions & Escalation Paths
    • KPI Summary vs Success Signals
    • What Went Well (Keep)
    • What Didn't Work (Stop) & Root Causes
    • Define Releases & Waves
    • Backlog & Change Management Workflow
    • Metric Deep-dive: Data Integrity & Migration
    • Financial & Risk Consequences
    • Metric Deep-dive: EHR & AI Integrations
    • Opportunities (Start/Improve)
    • Decision Items & Escalations
    • Communications & Stakeholder Notifications
    • Meeting Cadence & Roster
    • Agree Next Steps & Owners
    • Prioritize Lessons & Assign Owners
    • Root Cause Analysis for Top Issues
    • Close & Next Steps
    • Remediation Plan & Quick Wins
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