How We Start
We show up. We listen. We map everything.
Before we configure a single screen, our team spends a full day with yours — meeting with coordinators, directors, and department leads to understand how your programs actually operate. Then we give you a complete Process Map report. It's yours to keep.
Process Map Report
Sample Medical School · Prepared by Medtrics
4
Operational Areas
9+
Systems Mapped
6
Stakeholder Groups
12–20
Clinical Sites
Challenges
- Data fragmentation across departments
- Manual evaluation follow-up process
- No unified learner timeline
Opportunities
- Centralized compliance dashboard
- Automated evaluation workflows
- Longitudinal performance tracking
Cross-Cutting Themes
Your Medtrics Team
Who you'll be working with.
Every process mapping session is led by a dedicated team who stays with your institution long-term.
Physician Strategist
Clinical and academic accuracy
Impact Leader
Your dedicated point of contact
Technical Lead
Integrations and configurations
A Day With Your Team
Session by session.
We meet with different teams throughout the day to cover each operational area.
Leadership Alignment & Strategy
Overview of institutional priorities, accreditation timelines, and key objectives for the process mapping sessions.
Clinical Operations & Preceptor Management
Rotation workflows, evaluation processes, preceptor coordination, and site management. Mapping the process from placement through grade submission.
Lunch
Informal conversation and relationship building.
Didactic Operations & Course Scheduling
Understanding classroom scheduling, course management, and the transition points between didactic and experiential phases.
Curriculum Management & Mapping
Curriculum data management, objective mapping, and tracking alignment with accreditation standards.
Learner Affairs & Advising Workflows
Learner touchpoints across departments, advising workflows, case file management, and progress documentation.
Recap & Next Steps
Summary of key findings, confirmation of priorities, and timeline for delivery of the Process Map report.
The goal is to understand how work actually happens — from the perspective of the people doing it every day.
— Our Approach
What We Map
Sample workflows we document.
These are examples of the processes we map during a typical session. Each shows the current state — the steps, the people, and the pain points hiding in plain sight.
What You'll Receive
A report worth more than most consulting engagements.
Current state analysis. Technology landscape. Challenges mapped to opportunities. Cross-cutting themes. A phased recommendation. All in one document.
Process Map Report
Sample Medical School · Prepared by Medtrics
4
Operational Areas
9+
Systems Mapped
6
Stakeholder Groups
12–20
Clinical Sites
Technology Landscape
Challenges
- Data fragmentation across departments
- Manual evaluation follow-up process
- No unified learner timeline
Opportunities
- Centralized compliance dashboard
- Automated evaluation workflows
- Longitudinal performance tracking
Cross-Cutting Themes
"Everyone is thorough. The information just isn't connected — so we spend our time chasing it instead of using it."
— Clinical Coordinator (composite)
Questions We Ask
We don't start with a demo. We start with these.
Walk me through what happens when a new learner starts.
When you prepare for a site visit, where does the data come from?
How many systems does your team touch on a daily basis?
What happens when your coordinator leaves? How much institutional knowledge walks out?
If I asked your faculty to complete an evaluation right now, how long would it take?
Request your Process Map.
Tell us about your programs. We'll reach out within one business day.
After You Submit
We reach out
Within one business day, someone from our team connects with you to schedule.
We arrive
Our team spends a full day on-site, meeting with every team that touches your programs — coordinators, directors, and department leads.
You receive a report
A comprehensive Process Map — current state, gaps, themes, and a phased recommendation. Yours to keep.
Not a Demo
We don't lead with slides. We show up, spend a day with your team, and produce a report that documents how your programs actually operate. If that sounds like a consulting engagement — it is. We just don't charge for it.
Direct Line
Prefer to talk first? Call us directly.
1-800-528-4718
hello@medtricslab.com