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Results / Specialty Healthcare UCaaS

Unifying voice across a roll-up that grew from 70 to 90-plus locations mid-engagement.

· Healthcare · PE-owned roll-up, 70→90+ locations
>35%
In-scope reduction
$252K
Total contract value savings
228
Consulting hours at no cost

The situation

Introduced by a middle-market PE Operating Partner in 2022, this oral surgery roll-up was scaling fast, growing from 70 to over 90 locations and from 700 to over 1,000 employees during the course of the engagement itself, with voice systems inherited from each acquisition running on disparate platforms.

Why this was hard without help

A roll-up growing this quickly can't pause to fix its technology stack between acquisitions, every new location needs to be absorbed into a working system immediately, which usually means inheriting whatever voice platform came with it rather than a unified standard. Spend visibility becomes nearly impossible without a comprehensive baseline across a fast-changing footprint.

What Resourcive brought

Disparate voice systems from serial acquisitions were unified onto a single UCaaS and CCaaS provider. A comprehensive baseline inventory solved the spend visibility problem, and growth-locked pricing meant every new acquisition landed on the same rate card automatically rather than requiring renegotiation. A free hardware refresh covered 750-plus phones, and the platform was positioned for future CCaaS sourcing as the roll-up continued.

Results

Documented outcomes
  • Over 35% in-scope reduction, $252K in total contract value savings.
  • Voice unified across the entire roll-up onto a single UCaaS/CCaaS provider.
  • Growth-locked pricing: every new location lands on the same rate card.
  • 750+ phones refreshed at no additional cost.
  • 228 consulting hours delivered at no cost.
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