Industry point of view
Home care runs on a dozen systems. The winners run on one scoreboard.
Scheduling, recruiting, payroll, clinical notes, referrals — every agency accumulates platforms out of necessity. The operators pulling ahead aren't the ones with more software. They're the ones whose leadership meetings start from a single, real-time picture of the business.
What we see across the industry
Home care is a margin business run by mission-driven people, and its operating data lives in more places than almost any industry we serve: WellSky for scheduling, Paradox for recruiting, QuickBooks for the books, spreadsheets for everything in between. The consequence shows up every Monday — leadership meetings that begin with hours of report-pulling and end with departments debating whose numbers are right.
Meanwhile the levers that decide growth — caregiver hiring funnels, referral close rates, client acquisition cost, margin by business unit — move weekly. An owner looking at last month's reconciled spreadsheet is, in one client's words, “flying blind and looking in the rearview mirror — and even the rearview mirror's fogged.”
The agencies winning right now treat their data the way they treat care plans: one source of truth, updated continuously, visible to everyone who needs it. They A/B test hiring-funnel changes and know within a week whether applicant show-rates moved. They watch leading sales indicators and act before revenue feels it. They give managers who “aren't data people” a scoreboard so clear the data stops being a specialist skill.
Our track record here
Trusted across the Right at Home network
“In home care, you've got all these different pockets of data in a dozen different places… working with the OBIS team, we've been able to put those data sources together and tell a consistent story — in a huge time-saving way.”
Case study
Right at Home: one scoreboard for territories from Boston to Seattle
One data partner, adopted office by office across a national home care franchise
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Led by Jacqueline DeStefano-Tangorra, CPA, CFE, CDMP
Founder & CEO, Omni Business Intelligence Solutions
Forbes Technology Council member · Featured by the Wall Street Journal, Business Insider, CNBC, NASDAQ, and Microsoft
Backed by a team of 20+ data, AI, and BI specialists across various teams — the right expert joins at the right moment.
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