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Enabling Growth through Insights Across a Segmented Partner Network

Cloud Migration Project Management for Dental Practice Network


A dental partnership organization (DPO) rapidly growing by acquiring partners, needed a comprehensive, fully cloud-based digital strategy to unify their acquisitions. Ultimately this aided their strategy to thoughtfully improve speed-to-decision for ideal future partner acquisitions in a fast-paced, dynamic market, with intention and quality control.

They desired an enterprise-wide reporting platform, both accurate and consistent across partners leveraging varied business processes and dental management software. This platform would need to drive accurate, comprehensive, and timely insights on partner performance through complete data ingestion pipelines, transformation workflows, and a performant data warehouse backing the analytics platform for insight consumption. 


To support their small but growing team, evolv introduced a user friendly, cloud data platform to meet the client’s analytical needs while minimizing disaster recovery, maintenance and administration without interrupting their current operations.

  • Implemented a single-source solution that allowed them to scale and focus only on the data, supporting a hands-off role for Imagen’s participation in advancing the project.
  • Amplified the client’s IT team’s efforts and refined key stakeholders needs to define the data sources, design the architecture, security structure, and the development of the cloud environment and enterprise data warehouse (EDW).
  • Supplemented leadership for the team responsible for planning, managing and successfully executing the development of the foundational cloud data warehouse.
  • Set and tracked progress on milestone achievements and client deliverables to provide transparency to key stakeholders.
  • Optimized data ingestion for speed and accuracy through automation frameworks and built business-critical reports to serve insights to the enterprise.


  • Uncovered actionable insights through common data models across constituent partners 
  • Established performance metrics with consistency and accuracy across multiple partner variances
  • Improved data accessibility while maintaining stringent data compliance and security
  • Increased speed of analysis for dynamic market and partner trends
  • Streamlined onboarding of newly acquired dental clinics and offices to less than one day