How to Make B2B Tech Stack Decisions

I've been thinking about this a lot lately. In RevOps, we're constantly evaluating our tech stack to optimize efficiency and drive revenue. The constant call of "best-in-class" solutions is powerful, promising unparalleled features and peak performance. But after years in the trenches, I've learned a crucial lesson: "best-in-class" doesn't always translate to "best for your business." Here's why: Complexity Can Kill Adoption: A tool overflowing with features might sound great on paper, but if it's too complex for your team to effectively use, you're not getting ROI. Simplicity and ease of adoption often trump an exhaustive feature list. Integration Over Isolation: A single "best-in-class" tool that doesn't play well with the rest of your ecosystem can create data silos and operational headaches. A connected, harmonious tech stack – even if some components aren't individually "best-in-class" – often delivers superior results. Cost vs. Value: The price tag of a "best-in-class" solution can be significant. It's vital to assess if the incremental benefits truly justify the cost, especially when a more affordable, yet highly effective, alternative might exist. Tailored to Your Workflow: Every business has unique processes and nuances. A "best-in-class" tool built for a generic use case might force you to adapt your proven workflows, rather than enhancing them. Look for tools that flex to your way of working. The "Good Enough" Principle: Sometimes, a "good enough" solution that integrates seamlessly, is user-friendly, and meets 80% of your needs is far more valuable than a hyper-advanced tool that only a few power users can leverage. My philosophy as a RevOps leader has evolved: focus on "best-fit" over "best-in-class." This means deeply understanding your business's specific needs, your team's capabilities, and your existing infrastructure before making tooling decisions. What are your thoughts? Have you experienced the pitfalls of pursuing "best-in-class" without considering "best-fit"? Share your insights below! #RevOps #RevenueOperations #TechStack #SaaS #BusinessStrategy #Tooling #Efficiency #ROI

Let’s talk EMRs. If you’re in the care-at-home, long-term care, or senior living space, chances are you’ve asked yourself: Which EMR is right for us? Is it time to switch? Why is this decision so complex? You’re not alone—and the truth is, I get hired to help providers navigate EMR decisions more than just about anything else. But it rarely stops there. Once the EMR strategy is clear, I’m often asked to help layer the rest of the tech stack—CRM, HRIS, scheduling, billing, family engagement, virtual care tools, and more—so that everything works together, not in silos. Because here’s the reality: Tech decisions made in isolation create friction. You don’t just need tools—you need an ecosystem that supports your growth, your workflows, and your teams. With 19 of my 21 years spent in healthcare technology—and many of those leading EMR companies—I’ve worked with or alongside nearly every major platform in the market. I understand: ✨The pros and cons of each solution ✨What works best for private pay, Medicare-certified, and multi-service enterprise models ✨The people behind the platforms ✨And where providers most often regret their tech decisions This post isn’t here to promote or bash any vendor—they all have their place. Do I think some are stronger in specific categories? Absolutely. Are some teams better equipped for growth or implementation? Without a doubt. Do I have opinions on roadmap priorities and how they align (or don’t) with what providers actually need? You bet. But here’s the thing: those factors carry different weight depending on your model, your team, and your goals. There is no one-size-fits-all solution. That’s why choosing the right platform—and the right supporting stack—takes clarity, context, and sometimes an outside perspective. If you want a real conversation—not a sales pitch—I’m happy to share what I know and help you navigate this decision with confidence. Let’s make tech work for care—not the other way around. Momentum Healthcare & Technology Consulting

Most people are scared about making bad decisions, but what about the cost of a slow decision or NOT making a decision? 🤦♀️ 🤦♂️ Earlier in my career, information to evaluate services and solutions was more challenging to gather. Seeking qualified vendors may require consultants which then led to lengthy #RFP processes including a question phase, response phase, finalist meeting phase and then a contracting phase. Lengthy, costly, but in some cases, necessary. In 2024 I've noticed that these practices are still quite common despite the qualification information available at people's fingertips. 🙅♂️ Today, B2B consumers can see ratings or customer satisfaction scores, case studies, articles and videos, awards, testimonials, certifications and thought leadership simply from a few minutes on a vendor's website. If that aligns with needs, meetings can provide further validation through a discussion of requirements and the vendor's responses to how they can or would address. Further, strategic partnerships, like PTP's partnership with Amazon Web Services (AWS) can provide further validation through partner team members. Lastly, calls with references can check the final box. This new process could theoretically be completed in a week or less. ❗ So the question is, why would any organization wish it to take longer? Belaboring such decisions only costs a company the cost of those conducting the "due diligence" and delays any such impact the vendor can deliver through their solution or service. This decision making feels like company stewardship to those that are conducting it, but in truth, it is counter-productive to any innovative company's goals. My suggestions for a thorough, but streamlined vetting process: 💡Look for providers with key certifications and specializations in the areas you require. 💡Ensure there is foundational experience in addition to use cases completed and case studies. 💡 Proposals and/or contracts should have clearly defined deliverables and built easy-to-consume and not lock you in long-term. 💡PEOPLE are still at the center of an engagement. If you believe the people for the vendor care about your business/organization as much as they care about their goals, you have a fit. 💡 Consider your estimated hourly cost in salary/wages to the organization and others you involve in the cost of the decision making process. 💡Mistakes and failure happen. If you make a mistake with a service or solution, make that determination quickly so you can pivot and move on to an alternate vendor. While disruptive, this is still better than the "status quo". Time is money and impact. In fact, time is the most scarce resource to organizations as well as our personal lives. Be smart, but be bold. #lifesciences #apnprod AWS Partners #cloudops #devops #secops #netops #userops #finops