Technology Assessment & Strategic Roadmap
Ohana’s healthcare technology assessment provides a comprehensive evaluation of your organization’s current technology environment, measured against where you need to be to meet clinical, operational, and regulatory requirements.
Our approach is designed for healthcare and behavioral health technology assessment needs, supporting organizations navigating digital transformation, compliance requirements, and evolving care delivery models.
Using McKinsey’s Three Horizons framework, we assess your current state (Horizon 1), identify the capabilities you need in the medium term (Horizon 2), and define the transformational goals that will position you for long-term success (Horizon 3).
This structured methodology allows us to deliver a health IT gap analysis that aligns technology investments with measurable business and clinical outcomes.
What We Assess
Our healthcare IT assessment consulting approach evaluates the full spectrum of your technology ecosystem, with a focus on both current performance and future readiness.
Healthcare Integration Architecture
Connectivity infrastructure, system interoperability, data exchange capabilities, and integration architecture across clinical, billing, and administrative platforms. This includes a healthcare interoperability assessment to ensure systems can scale and communicate effectively.
Cybersecurity Risk and Compliance
Preliminary review of your security posture, access controls, and compliance alignment with HIPAA and other applicable frameworks. We identify areas requiring deeper attention and refer organizations to specialized cybersecurity partners for in-depth assessment and remediation.

Data Infrastructure and Architecture
A full healthcare data infrastructure evaluation, including data storage, flow, quality, accessibility, and the technical foundation required for analytics, reporting, and decision-making.

Data Maturity & Governance
Organizational readiness to use data effectively — from leadership buy-in and staff capability to existing reporting practices. We assess your current state and define the path toward operational, data-driven decision-making as part of a broader digital transformation assessment for healthcare organizations.
Additional Areas of Focus Within Our Assessment
As part of our comprehensive healthcare technology assessment, we also evaluate key areas that are critical to long-term success, particularly for behavioral health, nonprofit, and regulated environments:

Behavioral Health & EHR Readiness
Focused behavioral health digital readiness assessment and behavioral health EHR readiness assessment, ensuring your systems support care delivery, reporting, and payer requirements specific to behavioral health and community-based organizations.

Nonprofit & Community-Based Systems Evaluation
Specialized nonprofit healthcare IT assessment and community mental health technology audit capabilities designed for organizations operating with limited resources, complex funding streams, and high reporting demands.

Payer & Regulatory Technology Alignment
Evaluation of systems supporting payer requirements, including a payer compliance technology assessment to ensure alignment with reimbursement models and regulatory expectations.
What You Receive
Every healthcare technology assessment engagement delivers clear, actionable outcomes:
- A comprehensive written assessment report with findings organized by domain
- A current-state maturity rating across each assessment area
- A prioritized technology roadmap using the Three Horizons framework
- Clear sequencing of what to do now, what to prepare for, and what to plan toward
- Specific, actionable recommendations with estimated effort, dependencies, and expected outcomes
California & West Coast Healthcare Technology Assessment Expertise
For organizations operating in California and across the West Coast, Ohana provides specialized support aligned with state-specific requirements and initiatives.
Our experience includes CalAIM technology readiness assessment, Medi-Cal IT compliance consulting, and DHCS technology compliance review, helping organizations navigate complex regulatory and reimbursement environments.
We support providers, nonprofits, and behavioral health organizations with:
- Healthcare IT assessment in California aligned with Medi-Cal and DHCS expectations
- Behavioral health technology consultant services in California tailored to CalAIM transformation efforts
- Healthcare digital transformation consulting across the West Coast, with an emphasis on scalability, compliance, and long-term sustainability
This work is fully integrated into our broader healthcare technology assessment consulting approach, ensuring alignment between state-specific requirements and your overall technology strategy.
In Practice: Residential Youth Services Provider
A California nonprofit was relying on spreadsheets, manual reconciliation, and multiple separate payer systems. Ohana HCP conducted a comprehensive behavioral health technology assessment covering enterprise systems, infrastructure, security, and data practices.
The result: a roadmap to eliminate redundant data entry through APIs, establish a data warehouse, and modernize workflows. Their capital campaign now includes technology investments to ensure a new psychiatric facility launches with a strong digital backbone.
In Practice: Aging Services Organization
With virtually no digital infrastructure, staff relied on Word documents and spreadsheets, re-entering client data multiple times. The system crashed without strong internet, preventing fieldwork.
Ohana HCP led a full healthcare IT assessment and accelerated implementation — going live in six weeks. Within seven months, the organization expanded from one health plan contract to three, far faster than their anticipated two-year timeline.
Ready to see where you stand?
Get a clear picture of your technology environment — and a roadmap to move forward with confidence.