The client
A national dental practice-coaching organization that supports 800+ dental practices, helping owners grow production, tighten operations, and assess practices for acquisition. The work was run on Google Sheets and one shared Windows desktop application.
The challenge
The coaching model worked; the tooling didn't scale. Critical data lived in fragile spreadsheets and a single shared desktop app — no real access control, no reliable multi-user editing, no security posture. As the firm grew toward 800+ practices, the spreadsheets became the bottleneck. They needed to move to a secure, scalable, role-based platform without losing the workflows coaches and clients depended on every day.
- Critical data lived in fragile spreadsheets and one shared desktop app, with no real access control.
- No reliable multi-user editing and no security posture as the firm scaled.
- The spreadsheets became the bottleneck on the way to 800+ practices.
- Any new platform had to preserve the workflows coaches and clients relied on daily.
What we built
It started small — converting one shared desktop tool into a web application. The moment coaches saw it, demand snowballed, and we rebuilt three more of their spreadsheet-based tools into enterprise-grade web apps, all under one roof:
- Coach revenue management — tracking and managing revenue across the coaching network.
- Practice assessments for acquisition — structured evaluations to gauge a practice's value and fit.
- Year-over-year practice-health assessments — measuring each practice's trajectory over time.
- Practice monitoring — pulling PMS data into a live KPI dashboard so coaches see production, collections, and patient metrics for every practice they manage.
Everything sits behind role-based access control (RBAC), so each coach, admin, and client sees only their own data, with information shared cleanly across business units in one platform instead of scattered files.