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Infographic: 3 CFO Tips for Pricey IT Transitions

Analysis  |  By Marie DeFreitas  
   January 07, 2025

 See how this CFO helped lead the transition at his organization.

UMass Memorial Health integrated Epic in 2017, now the system has received gold star status from the company. The switch ultimately improved operational efficiency as well as staff synergy.

"The clinical system was not integrated across the entire system, so we effectively had to work in silos because we couldn't really move information across," said UMass Memorial Health CFO Sergio Melgar.

I spoke with Melgar to uncover what into such a massive, expensive transition to a new system including communication with staff about training and talking through the transition with stakeholders. 

CFOs can note the impact a new system can have, but must also acknowledge the long term journey towards improvement.

I broke down Melgar’s best advice to other CFOs who may be looking to upgrade their system to achieve those long-term financial and operational goals.

 

Also be sure to check out the original interview in the accompanying article

Marie DeFreitas is the CFO editor for HealthLeaders.


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