Process Improvement

Lean, PDSA & DMAIC ready Portfolio-wide visibility Best practice library Two-click reporting

Turn leader-dependent pockets of success into governed, system-wide PI excellence.

Beterra's PI module streamlines health system process improvement from chaos to scalable excellence: standardized templates, real-time project tracking, and a best-practice repository that drives engagement and measurable ROI across every facility.

Performance Improvement Dashboard showing active PI projects, leader engagement, learning repository, and goal achievement rate

Challenges We Solve

Move from leader‑dependent pockets of success to a governed, scalable improvement system.

Variable methods across sites

Tool sprawl and local preferences make results impossible to compare - every facility runs PI its own way, and system-level learning never happens.

Documentation burden

Spreadsheets and shared drives burden leaders with manual upkeep, create survey readiness gaps, and make reporting a weeks-long effort.

Limited visibility for executives

Executives and quality committees lack roll-ups of progress, roadblocks, and outcomes - decisions get made without the full picture.

Poor spread

When a project succeeds at one facility, the lessons rarely reach others. Wins stay local while the rest of the system starts from scratch.

Built for health systems that need improvement to compound, not restart.

Move from leader-dependent pockets of success to a governed, scalable improvement system.

Status quo

How it works today

  • - Every site uses different templates and methods
  • - Project progress lives in email and spreadsheets
  • - Reporting takes days of manual work
  • - Wins at one facility never reach others
  • - Executives can't see the system-wide picture
Alternatives

Generic PI tools

  • - Structured projects but no healthcare methodology
  • - No cross-facility roll-ups or portfolio view
  • - Reporting exists but requires significant setup
  • - No built-in best-practice repository
  • - Not connected to QAPI, surveys, or rounding
Beterra

Beterra PI Management

  • Lean, PDSA, DMAIC, and IHI templates - standardized and locally flexible
  • Portfolio and program roll-ups across every facility
  • Two-click reporting for boards, committees, and regulators
  • Searchable repository ensures wins replicate system-wide
  • Connected to QAPI, surveys, rounding, and leadership workflows

What ACT makes easier

Everything a health system needs to operationalize, track, and scale improvement - without adding burden.

Standardized templates

Configurable workflows for Lean, PDSA, DMAIC, and IHI models to match system policy while allowing local nuance.

Check-insApprovalsAttachments

Leader engagement

Role-based prompts, reminders, and dashboards keep frontline leaders current with minimal effort.

TasksAlertsParticipation

Project metrics

Mobile data capture with automated run charts to visualize progress over time.

TrendlinesTargetsFrequency

Initiatives & programs

Group related projects, assign owners, align timelines, and report at program and entity levels.

PortfolioRoll-upsCross-site

Learning repository

Searchable internal best practices, including projects that didn't achieve goals - adopt, adapt, or avoid.

FilterReplicateShare

Two-click reporting

Generate time-based packets for board, quality committee, and regulatory surveys - no spreadsheets.

Time-boxedPacketSurvey-ready

ACT Platform

PI Management runs on ACT

Beterra's leader engagement platform for quality, safety, and compliance - designed for scale with minimal IT lift.

Mobile

Update on the go

Visuals

Huddles & rounds

SSO

Low IT burden

Dashboards

Exec visibility

How It Works

Operational flow that keeps projects moving and leaders aligned - from intake to spread.

01

Intake & Prioritize

Collect opportunities from safety events, surveys, metrics, and strategic goals; standardize prioritization criteria.

02

Execute & Track

Use templates, check-ins, and metrics to document progress and manage risks in real time.

03

Report & Spread

Package outcomes, verify efficacy, and publish to the repository for cross-facility replication.

System-Level Outcomes

Reduce variability, save time, and accelerate improvement across the enterprise.

Faster reporting

Board and regulatory packets in minutes - not weeks of manual compilation.

Higher engagement

Prompts and dashboards sustain leader participation over long improvement cycles.

Better alignment

Portfolio and program roll-ups keep improvement tied to strategic goals.

Enterprise learning

Repository ensures wins replicate quickly and failures inform future work.

Ready to operationalize system-wide PI?

See how ACT powers standardized, scalable improvement with real-time visibility for leaders at every level.