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Chartis Financial Improvement Consulting
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Warren Whitford
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KLAS Research Director - Warren Whitford
 
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User Commentary

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VP/Other Executive

Value

The outcomes we have achieved with Chartis include decreased costs and improved net revenue.

Sep 2023
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CMO

Relationship, Relationship, Value, Value

Chartis is knowledgeable and professional; they are subject matter experts and are easy to work...

Sep 2023
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CMO

Loyalty, Loyalty, Value, Value

I think Chartis could be cheaper. They are very expensive. We clearly would not have gotten our...

Sep 2023
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VP/Other Executive

Relationship

What Chartis does best is identify consultants with the right experience. The consultants are able...

Sep 2023
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VP/Other Executive

Operations

One of the projects that we worked on with Chartis was a homegrown tool, and there were a lot of...

Sep 2023
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CMO

Relationship, Relationship

I think Chartis sets expectations that may be a bit too unrealistic about what they are going to...

Sep 2023
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CEO/President

Loyalty, Relationship

The firm’s consultants are just very good at what they do. They are revenue cycle experts. They are...

Aug 2023
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CEO/President

Value

From my standpoint, I would do everything to avoid needing to use Chartis or a firm like them...

Aug 2023
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VP/Other Executive

Services, Services, Value, Value

Chartis absolutely exceeded our expectations with their speed and agility in coming in and assessing...

Aug 2023
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VP/Other Executive

Relationship, Relationship

The people we worked with from Chartis were excellent. I had the advantage of having worked with one...

Aug 2023
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VP/Other Executive

Relationship, Relationship

Chartis has been a great partner. I have worked with consultants in the past where at the end of the...

Aug 2023
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COO

Relationship, Relationship, Operations, Operations

We brought Chartis in to help us evaluate the impact in certain areas and then help us figure out...

Aug 2023
||
(0)
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COO

Loyalty, Loyalty, Relationship, Relationship, Operations, Operations

Even though Chartis is leaving us with many tools, we feel like we should have been able to...

Aug 2023
||
(0)
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COO

Relationship, Relationship, Services, Services

I would tell others that Chartis is smart and has data-driven analytics and tools to allow us to...

Aug 2023
||
(0)
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Manager

Relationship, Relationship, Value

Chartis' real expertise comes from their software's ability to project what could be achieved. The...

Aug 2023
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CEO/President

Relationship, Relationship

We would purchase from the firm again because they deliver; they bring talent and expertise to the...

Aug 2023
||
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CEO/President

Loyalty, Loyalty, Relationship, Relationship

We trust Chartis; we work with them, and they work with us. We meet regularly with Chartis, and...

Aug 2023
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CEO/President

Value, Value

Chartis is certainly not cheap. They are very expensive, but I don't see little, tiny charges being...

Aug 2023
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CFO

Loyalty, Loyalty, Relationship, Relationship

Chartis competes with the big thought leaders that we would normally expect in this space. We chose...

Aug 2023
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CFO

Relationship, Relationship

Chartis showed up, and the leaders who were engaged in presenting the work spoke with eloquence,...

Aug 2023
||
(0)
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CFO

Relationship, Relationship, Services

The results from Chartis’ work are not just showing up in our actual KPIs and performance. What is...

Aug 2023
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Manager

Relationship, Relationship

Chartis is well versed in working in concert with our team, so they don't suggest ideas that are...

Aug 2023
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CFO

Relationship, Relationship, Operations, Operations

We had other consultants before we worked with Chartis, and with those consultants, nothing changed....

Aug 2023
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CEO/President

Relationship, Relationship, Operations, Operations

When we had a project to implement new policies and controls, Chartis allowed us to achieve our...

Aug 2023
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CEO/President

Relationship, Relationship

The individual from Chartis that we work with thinks not only about us but also about how to...

Aug 2023
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CEO/President

Relationship, Relationship

Chartis is in the top 10% of consultants that I deal with. They are a pleasure to work with, but...

Aug 2023
||
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Manager

Operations, Operations

We had a slew of ideas that we had to organize and gather, and the firm brought in additional data,...

Aug 2023
||
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Manager

Loyalty, Loyalty, Relationship, Relationship

Chartis is invested in us succeeding, so I think that we will continue to speak with them. After...

Aug 2023
||
(0)
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Manager

Relationship, Relationship, Services

Chartis has always kept to our meetings with them, and our group is very engaged with them. The firm...

Aug 2023
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Manager

Relationship, Relationship, Operations, Operations

I would tell a friend about the firm's 340B expertise. I know that there are more consultants in...

Aug 2023
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Manager

Relationship, Relationship

Chartis isn't as big as some other firms, and that could be viewed as a weakness. However, it seems...

Aug 2023
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COO

Relationship, Relationship, Relationship, Relationship, Operations, Operations, Operations, Operations

The principal person on our project with Chartis was very engaged and sensitive to client needs....

Aug 2023
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COO

Loyalty, Loyalty, Value, Value, Value, Value

We are really satisfied with the things we identified. We haven't gotten our money's worth yet in...

Aug 2023
||
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COO

Relationship, Relationship, Relationship, Relationship, Operations, Operations, Operations, Operations

We have had a good engagement with Chartis overall. We have really enjoyed working with the team and...

Aug 2023
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COO

Relationship, Relationship, Relationship, Relationship

The firm asks the tough questions like whether our workforce is the right size, whether our...

Aug 2023
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COO

Relationship, Relationship, Services, Services

One thing I appreciated about Chartis is that we could define a scope of work for a consulting...

Aug 2023
||
(0)
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COO

Loyalty, Loyalty, Value, Value, Value, Value

Working with Chartis was a big opportunity. A big portion of the work was cost reductions on the...

Aug 2023
||
(0)
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VP/Other Executive

Relationship, Relationship, Relationship

Chartis has a lot of really smart people who have deep knowledge about the things that they talk...

Aug 2023
||
(0)
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Chief Innovation Officer

Relationship, Relationship, Relationship, Relationship, Relationship, Relationship, Relationship

Our engagement with Chartis has started to show some good results.

Apr 2023
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(0)
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Chief Innovation Officer

Relationship, Relationship, Relationship, Relationship, Relationship, Relationship, Relationship

One of Chartis’ strengths is subject matter expertise, and that is very important for a consulting...

Apr 2023
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(0)
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Chief Innovation Officer

Relationship, Relationship, Relationship, Relationship, Relationship, Relationship, Relationship, Operations, Operations, Operations, Operations, Operations, Operations, Operations

Chartis took some time to understand the concept behind why we did certain things. If that bridge...

Apr 2023
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(0)
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COO

Relationship, Operations

While they were working with us, the firm had their own agenda, and sometimes they struggled with...

Mar 2023
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CFO

Relationship

The firm has strong consultants, and their team has a good balance. Chartis Group is strong in how...

Jan 2023
||
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CFO

Value

The charges we get from the firm are an add-on cost scenario. The model is the same for printing and...

Jan 2023
||
(0)
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COO

Relationship, Operations

Chartis Group helped us to improve efficiency, decrease costs, and improve performance. There was a...

Jan 2023
||
(0)
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CFO

Value

Chartis Group didn’t charge me for anything other than what was in the contract. The resources were...

Jan 2023
||
(0)
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CFO

Relationship

Chartis Group provided excellent resources; I can’t think of anything they could have done better....

Jan 2023
||
(0)
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CFO

Loyalty, Value

We have been able to decrease some of our costs and improve efficiency because of the plan we put...

Jan 2023
||
(0)
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CFO

Relationship, Operations

Chartis Group brings experience and team diversity to the table. For example, when we wanted to...

Jan 2023
||
(0)
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CFO

Relationship, Operations

One complaint that comes up no matter who we work with is that there are always too many...

Jan 2023
||
(0)
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CFO

Loyalty, Relationship

The predominance of Chartis Group’s work is for us to stay focused on our revenue cycle...

Dec 2022
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CFO

Relationship

Chartis Group is doing well at meeting timelines, and it is clear they have expertise in this area....

Dec 2022
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(0)
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CFO

Relationship

One piece of advice I have for Chartis Group is to respect the niche of different specialties while...

Dec 2022
||
(0)
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CFO

Relationship

My experience with Chartis Group and particularly with the lead partner I am engaged with is that...

Dec 2022
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VP/Other Executive

Loyalty, Relationship

I chose Chartis Group because I have a long experience with a number of their staff members. I have...

Nov 2022
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VP/Other Executive

Relationship

I would recommend Chartis Group because of their knowledge of the industry and the quality of their...

Nov 2022
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(0)
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VP/Other Executive

Relationship, Services, Value

The quality of Chartis Group's analysis is what I really value the most, and that quality grows out...

Nov 2022
||
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CPO/CHRO

Relationship

In many instances, we would have really good conversations, and Chartis Group would listen to and...

Nov 2022
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CEO/President

Relationship, Value

With the Chartis Group, we went from top to bottom to achieve significant savings for our...

Oct 2022
||
(0)
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CEO/President

Relationship

Chartis Group was very flexible and responsive. They were able to switch gears if necessary. There...

Oct 2022
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CIO

Relationship

The firm could have done a better job at making the overall executive summary higher quality....

Oct 2022
||
(0)
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CIO

Relationship

Chartis Group’s methodology, the information we gleaned from the project, and the firm's working...

Oct 2022
||
(0)
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CIO

Relationship

Chartis Group had a great executive presence. If I had any concerns, there were multiple people I...

Oct 2022
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VP/Other Executive

Relationship

The consultants are very engaged, personal, and responsive. I enjoy working with them.

Oct 2022
||
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VP/Other Executive

Relationship

I would definitely recommend Chartis Group. The leadership has been very engaged and available. The...

Oct 2022
||
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VP/Other Executive

Relationship

This is my first time working with Chartis Group, and I feel like they truly listen to our concerns....

Oct 2022
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(0)
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VP/Other Executive

Value

Up to this point, Chartis Group hasn’t charged for anything extra. We are not done with the project,...

Oct 2022
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(0)
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VP/Other Executive

Relationship

Chartis Group met my expectations, and we had high expectations. The firm delivered on what they...

Oct 2022
||
(0)
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CIO

Value

Chartis Group is pricey. They are more expensive than any other firm I have used. We tried to...

Oct 2022
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(0)
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VP/Other Executive

Relationship, Operations

We wanted to have a solid partner beside us as we redid some of our financial programs and went...

Oct 2022
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(0)
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VP/Other Executive

Value

The pricing was up front. There was no scope for charging for every little thing because we wrote...

Oct 2022
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VP/Other Executive

Relationship

Chartis Group’s strength is that they are extremely knowledgeable, and they bring absolutely correct...

Oct 2022
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CIO

Relationship

We expected a little more collaboration from the firm. We would suggest things to the firm, and they...

Oct 2022
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