Trestle Advisory Group helps payers, providers, life sciences, and medtech organizations design the operating models, transformation programs, and AI adoption strategies that translate strategy into workforce outcomes. Adoption, not just licenses purchased.
Most digital and AI investments fail at the adoption gap. That gap is the distance between what a system can do and what an organization actually uses. It is the ROI failure point in every transformation, and it is the discipline Trestle Advisory is built around.
We work with executives and private equity backed leadership teams to install the operating models, transformation governance, and workforce readiness programs that close it. Success is measured in adoption, proficiency, utilization, and trust. Not license counts. Not training hours. Not slide decks.
The work spans enterprise change strategy, AI and platform adoption, ERP and data platform implementation, M&A integration, and operating model design. Wherever the technology investment is real and the workforce shift is the limiting factor.
Stand up transformation offices, redesign operating models for product and platform centric delivery, and install the governance that holds change in place after the consultants leave.
Translate AI investment into workforce outcomes through adoption playbooks, persona driven readiness assessments, maturity models, and adoption dashboards. Benchmarked against Prosci, McKinsey, Deloitte, Gartner, Gallup, and SHRM.
Lead implementation strategy and change for ERP modernization, legacy data migration, and platform modernization programs. Including the operating model and process redesign required to make the technology deliver value.
Build the change strategy, stakeholder alignment, communications, training, and measurement frameworks for enterprise initiatives. Certified CCMP and Prosci practitioner. Healthcare tested across payer, provider, life sciences, and medtech.
Design the people, process, and operating model side of integration and divestiture. Continuity of business outcomes through the transition window is the priority.
Partner with sponsors and management teams on transformation roadmaps that unlock value at the operating model and workforce layer. Direct CEO and board level engagement on scope, sequencing, and signal.
Senior delivery across payers, providers, life sciences, medtech, and adjacent enterprise environments. Across both Trestle Advisory and prior practice and in-house leadership roles.
For consulting engagements, executive advisory conversations, or speaking and panel inquiries, direct outreach is welcome.