Healthcare software

Healthcare Case Studies

CASE STUDY

Electronic Health Record and Practice Management Solution for Chiropractic and Physical Therapy Clinics

Location: Florida, USA |  Acquired: 2025 | Leadership Transition: Stay | # of Employees: 16

Team & Talent

Retaining expertise while building dedicated sales capacity 

  • Founding team retained post-close, preserving customer relationships and domain expertise built over decades
  • SVP of Sales hired post-close, onboarded AE, establishing dedicated outbound capacity for the first time
  • Sales comp. restructured to align incentives with new logo acquisition and upsell targets

Sales & Marketing

Building the GTM engine and accelerating cloud adoption

  • Cloud conversion plan formalized and accelerated: ~130+ migrations completed in the first 2 quarters
  • New website launched post-close; inbound lead pipeline established within first weeks of going live
  • Sales process, CRM, and commercial tooling built from the ground up following dedicated SVP Sales hire

AI & Product

Platform modernization and AI driving product velocity

  • On-prem to AWS migration underway, improving scalability and reducing infrastructure costs
  • AI scribe launched in Q1’26
  • New payment processing capabilities added to platform
  • Reputation Mgmt. module developed & deployed
  • AI-assisted development reducing engineering time by >50%

Eclipse has built on its commercial and technical foundation in its first year with Banyan.

CASE STUDY

Medical device logistics and inventory management platform for global MedTech companies

Location: Georgia, USA |  Acquired: 2025 | Leadership Transition: Stay | # of Employees: 30

Team & Talent

Scaling commercial and engineering c__apacity for growth

  • CEO retained post-close, maintaining operational and cultural continuity
  • VP of Sales hired, building enterprise commercial infrastructure
  • Sr. development capacity added
  • India-based Centre of Excellence buildout underway, scaling engineering capacity with cost-effective resources

Sales & Marketing

Established a structured GTM model with early win momentum

  • CRM (HubSpot) implemented post-close; pipeline expanded to record levels within months of VP hire
  • Dual-track GTM model established: dedicated enterprise motion for large MedTech players and structured process for mid-market
  • Two new customer logos added in the first quarter, the first wins under the new structured sales motion

AI & Product

Platform modernization unlocking AI-native capabilities

  • WebOps 2.5 developed and delivered, major platform upgrade enabling AI feature deployment across the full customer base
  • First AI feature built: Sales Rep AI Assistant demonstrated to enterprise prospects
  • Database infrastructure migrating to PostgreSQL, reducing hosting costs and enabling AI-native product capabilities

WebOps has built the team and infrastructure to pursue enterprise MedTech customers at scale.

CASE STUDY

Vendor credentialing and surgical scheduling platform for hospitals and ambulatory surgery centers

Location: Florida, USA |  Acquired: 2025 | Leadership Transition: 2 years | # of Employees: 26

Team & Talent

Adding the team and operational depth to support growth

  • VP of Sales hired post-close, enabling structured go-to-market for the first time
  • 2 Territory Sales Associates added in first quarter, expanding coverage into priority markets
  • Contractor converted to full-time to support scale
  • Product leader hire in process

Sales & Marketing

Targeting ASCs and IDNs with a dual-segment strategy

  • CRM (HubSpot) implemented; sales activity tracking, accountability infrastructure, and outbound demand generation built post-close
  • Dual-segment GTM strategy formalized: inside sales motion for ASCs and enterprise model for IDNs and larger hospital networks
  • CS initiative with  on-site visits to drive compliance and deepen footprint with core customers

AI & Product

Replacing the legacy product with a modern, AI-enabled platform

  • Full platform rebuild in 2025, replacing legacy architecture with a modern technical foundation ready for enterprise scale
  • EHR integrations live to extend platform interoperability across major hospital systems
  • Mobile surgical scheduling live in production, along with an AI credentialing suite

O.R. TRAX enters 2026 with a rebuilt platform and a revamped GTM strategy to capture both the hospital network and ASC markets.

Building something worth a permanent home? Let’s talk.

Let’s talk.