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HEALTHCARE TECHNOLOGY / PROJECT SCENARIO

Understanding the route to an institutional buyer

In healthcare, the person who uses a product may be different from the person who evaluates it, approves the budget or manages procurement. Commercial planning needs to account for each of them.

POSSIBLE PROJECT SCOPE

A possible engagement, not a completed client project.

HealthTech · Market research · Partnerships

A healthcare technology business has a defined product but needs a clearer route to suitable providers or institutional partners. The immediate task is to understand where the product may fit and what a buyer would need to evaluate it, rather than making broad claims about clinical or commercial impact.

How we would
tackle it.

The final scope depends on your business, existing systems and the decisions the work needs to support.

01

Clarify the use case

Review the product's intended users, supported workflow and available evidence. Keep administrative benefits, clinical claims and untested assumptions distinct.

02

Map the buying group

Research suitable organizations and the roles involved in evaluation, procurement, IT and operations. Identify known requirements and questions that need to be answered directly by the buyer.

03

Prepare relevant discussions

Develop a concise introduction and discovery guide. Record objections, evaluation requirements and agreed next steps so the product and commercial teams can respond with the right material.

  • Target-organization brief

    Priority customer segments, inclusion criteria and research sources.

  • Stakeholder map

    Relevant functions, likely decision roles and gaps requiring confirmation.

  • Commercial discussion pack

    Approved positioning, discovery questions and a checklist of supporting material.

  • Engagement notes

    Relevant introductions, responses and any confirmed next steps, with ownership.

What would
count as progress?

Assess the relevance of researched organizations, the quality of stakeholder conversations and progress towards a defined evaluation. An introduction is not a procurement decision, a signed partnership or evidence of clinical effectiveness.

What we would need from you

A clear product description, approved claims, existing product evidence and a contact who can answer technical or procurement questions. Commercial research does not require sharing patient records.

Keeping responsibilities clear

The scope is commercial research and business development. Clinical validation, regulatory advice and institutional approval are separate responsibilities.

Facing a similar
challenge?

Tell us what happens today and where you want to get to. We’ll help define a suitable first piece of work.

Discuss your requirements