🛠️ Credentialing Software Migration – Echo to CredentialStream

📍 Client: [Confidential / Client Name]

👤 Role: Project Manager

📅 Duration: 18 months

💰 Contract Value: $1.2M

👥 Team Size: 20

🧭 Methodology: Waterfall

🎯 Objective

Migrate credentialing data from Echo to CredentialStream and rebuild all current workflows in the new platform to improve system usability while maintaining compliance with regulatory requirements.

⚠️ Challenges

  • Staff resistance to change from the familiar Echo system

  • Undocumented and inconsistent legacy workflows

  • Limited project flexibility due to strict regulatory deadlines

🔧 Actions Taken

  • Conducted stakeholder workshops to capture and document current workflow requirements

  • Collaborated with CredentialStream experts to design optimized workflows

  • Implemented a structured change management plan with executive sponsorship

  • Managed a phased data migration with rigorous validation and reconciliation

✅ Results

  • 100% of provider credentialing data migrated with zero data loss

  • 30+ workflows rebuilt and optimized in CredentialStream

  • Go-live completed 4 weeks ahead of regulatory deadline

  • Delivered within the $1.2M budget and project scope

📌 Tags

#ProjectManagement #SoftwareImplementation #HealthcareIT #Credentialing #WaterfallMethodology

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