James Franklin
Healthcare IT Systems
James Franklin spent twenty years implementing healthcare IT systems before analyzing the companies building them, giving him rare operator perspective on what works in this complex industry. After studying Information Systems at Georgia Tech, James worked as an IT director for hospital systems, implementing Epic and Cerner EHR platforms and learning firsthand the challenges of healthcare technology adoption. He earned his MBA from Emory while working full-time, then joined a healthcare-focused investment firm. James understands the long sales cycles, implementation challenges, switching costs, and customer satisfaction issues that characterize healthcare IT. He excels at evaluating competitive positioning among EHR vendors, revenue cycle management platforms, and emerging categories like interoperability and data analytics. James was prescient about consolidation among smaller EHR vendors and early to recognize that healthcare data's value would drive new business models. His analysis examines customer concentration, revenue visibility, and whether healthcare IT companies can expand from initial wedge products. He also tracks regulatory drivers—meaningful use requirements, interoperability mandates—that shape vendor strategies. Based in Atlanta, James maintains connections across healthcare provider organizations while analyzing the technology companies serving them.
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