Dental and Vision Platform Transformation Services
Dental and vision payer core platform transformations are more than system replacements. Selecting the right platform is a critical business decision, and platform implementation often becomes a multi-year effort spanning operations, technology, data, integrations and organizational change teams.
Balancing transformation initiatives while maintaining day-to-day operations can strain internal teams and create delivery risk. Baker Tilly helps organizations reduce that pressure by providing experienced implementation leadership, practical delivery support and accelerators that improve execution across the implementation lifecycle.
From platform selection through stabilization and optimization, we help organizations modernize operations while improving the experience for members, providers, brokers and employees.
Why Baker Tilly? Experience that drives delivery.
Baker Tilly has supported 10+ dental and vision payer organizations through platform transformations and modernization initiatives.
Our experience includes:
- More than six years supporting dental and vision payer implementations, backed by 20+ years of broader health plan transformation experience
- Leadership across platform selection and implementation efforts involving modern core platforms and complex legacy environments
- Deep ecosystem integration experience spanning fulfillment vendors, CRM platforms, financial systems, clearinghouses, and third-party partners
- Delivery experience across Group and Individual lines of business and SaaS/TPA operating models
- End-to-end transformation support spanning strategy, implementation, operational readiness, stabilization, and optimization
What makes our approach different
Practical implementation support across the full lifecycle
Baker Tilly combines strategic advisory capabilities with hands-on implementation support that integrates directly into existing business and technical workstreams.
Our approach includes:
Deep dental and vision expertise
We understand the operational, regulatory, and ecosystem complexities unique to dental and vision payers.
Delivery models aligned to your organization
Support can scale from full program leadership to targeted advisory, coaching, readiness assessments, or supplemental delivery capacity.
Proven implementation methodologies
Our approach continues to evolve through lessons learned across payer transformations, incorporating leading practices, KPI frameworks, and delivery governance models tailored to dental and vision organizations.
Embedded leadership and execution support
Our teams work alongside client stakeholders to strengthen delivery coordination, decision-making, issue management, and operational readiness.
Repeatable accelerators that improve execution
We provide tools, templates, frameworks, and delivery assets designed to reduce build-from-scratch effort and accelerate implementation activities.
Purpose-built accelerators across the implementation lifecycle
Baker Tilly accelerators are designed to support every stage of an implementation journey, helping organizations reduce complexity, improve consistency and accelerate outcomes. The following examples illustrate how purpose-built accelerators can be applied across the implementation lifecycle to drive efficiency and reduce risk.
What this phase delivers
Evaluated solution options, fit-to-requirements analysis and selection rationale
Sample accelerators
- Platform evaluation toolkits
- Requirements and scoring templates
- Fit-gap assessment frameworks
What this phase delivers
Implementation roadmap, delivery approach and estimating model
Sample accelerators
- Planning templates
- Roadmap tools
- Estimating frameworks
What this phase delivers
Future-state processes, controls, roles and requirements
Sample accelerators
- Workflow templates
- Process maps
- Requirements standards
- Operational control frameworks
What this phase delivers
Migration readiness, dependency mapping and integration planning
Sample accelerators
- Application and integration context diagrams
- Mapping frameworks
- Data quality rules
- Readiness tracking tools
What this phase delivers
Configured solutions and coordinated third-party delivery
Sample accelerators
- Decision logs
- Configuration tracking
- Build coordination tools
- Environment alignment frameworks
What this phase delivers
Validated readiness across systems, data and integrations
Sample accelerators
- Test strategy templates
- Test case libraries
- Automated execution frameworks
- Defect management workflows
What this phase delivers
Stakeholder readiness, communications, training and cutover alignment
Sample accelerators
- Impact assessments
- Communication templates
- Training tools
- Readiness scorecards
What this phase delivers
Stabilization, KPI monitoring and operational transition support
Sample accelerators
- Stabilization plans
- Command center cadences
- KPI dashboards
- Escalation workflows
- Ongoing support models
What this phase delivers
Continuous improvement planning and operational performance management
Sample accelerators
- KPI frameworks
- Benefits tracking
- Improvement roadmaps
- Automation backlogs
Continue the conversation
Is your organization staffed to support a successful implementation?



