Purpose-built for CDI implementation teams. 13 integrated modules unify scattered data into a single normalized view, surface critical issues before they compound, and recover PM capacity lost to administrative overhead.
Every PM workbook — regardless of format — ingested and standardized into one data model through a 5-pass extraction pipeline.
Command Center ranks risks by urgency and revenue impact, flagging problems before they compound — not after.
Less admin overhead + earlier risk detection = faster implementations. Faster go-lives mean faster revenue recognition.
Prioritized actions ranked by what matters right now. AI-augmented recommendations, not passive dashboards.
Recovered PM hours = more implementations per person without adding headcount. Scale with the team you have.
Prioritized action queue with urgency scoring, revenue at risk, guided action panel, and daily briefing. The first thing a PM sees every morning.
Context-aware portfolio analysis. Ask questions in natural language, get risk assessments, recommendations, and executive summaries powered by AI.
Complete meeting lifecycle: agenda building, attendance tracking, copilot notes ingestion, AI-generated minutes, and automatic action item extraction.
Interactive Gantt timeline with phase health, drift detection, critical path analysis, confidence scoring, and MS Project XML import.
110+ implementation tasks across 8 phases from pre-implementation through post go-live. Phase-based completion tracking with progress visualization.
Universal import engine. Any PM Excel workbook — any format. Parse → Classify → Extract → Match → Clean. Full dedup with import history and diff viewer.
Upload contracts, extract key terms, detect at-risk clauses, and surface deliverables. Local sanitization strips sensitive language before AI processing.
SKU drill-down, recognition pipeline visualization, and revenue portfolio dashboard. Contract values and risk surfaced alongside implementation progress.
Complete customer lifecycle with health scoring, velocity scoring, phase tracking, searchable list with filters, and drill-down detail pages.
Portfolio dashboards, health scoring algorithms, and standardized reporting with PDF export and AI-powered executive summaries.
Personnel tracking, resource management, risk register, action item tracking, decisions, lessons learned, and complete data management.
Product-specific checklist and timeline templates. MS Project XML import. Universal Excel import with intelligent column mapping and entity extraction.
| Today | With Velocity |
|---|---|
| Data scattered across 5+ disconnected tools | Single source of truth — normalized data model |
| Problems discovered reactively, often too late | Critical issues surfaced proactively with urgency scoring |
| Every PM tracks differently — no standard structure | Standardized execution across the entire portfolio |
| Hours/week lost to status assembly and reporting | Automated reporting — one update, one place |
| No portfolio-level visibility for leadership | Real-time dashboard with health scoring and AI alerts |
| Meeting notes captured but never systematically extracted | AI-powered meeting lifecycle with automatic action item extraction |
| Contract details buried in PDF documents | AI contract analysis with key term and risk clause detection |
Velocity HCI is purpose-built for healthcare implementation teams. If that's you, we'd love to hear how you're managing your portfolio today.
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