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Salesforce Strategy for Healthcare & Insurance

Transforming how healthcare organizations deliver on Salesforce.

We help healthcare and insurance companies assess, optimize, and modernize their Salesforce platforms — so they can focus on what matters most: their members and providers.

CMS & payer compliance Boutique, senior-led Strategy through execution
TwoRoots Consulting logo — a TR monogram growing into roots
Why TwoRoots

Right-sized expertise, without the overhead of a large firm.

Insider Knowledge

We come from inside the healthcare payer industry. We know your world.

Senior-Level Experts

You work directly with our founders on every engagement — no hand-offs to junior staff.

Strategy + Execution

We don't just advise. We help you build and deliver working solutions.

Right-Sized for You

Boutique firm expertise without enterprise firm pricing.

Compliance-Ready

Deep experience with CMS regulations and payer compliance requirements.

About TwoRoots

Two founders, two backgrounds, one shared commitment.

TwoRoots Consulting is a boutique consulting firm founded by two healthcare technology veterans with deep experience inside the payer and insurance industry. Our name reflects who we are — two founders, two backgrounds, one shared commitment to delivering results. We bring insider knowledge, technical expertise, and a passion for making transformation real, not just recommended. Our combined backgrounds in product strategy, Salesforce delivery, and technical quality management give our clients something the big firms can't offer: personalized, senior-level expertise from people who have actually done this work.

Co-Founder & Managing Partner

Ramatoulie Barry

Strategy & Product  ·  ramatoulie@tworootsconsulting.com

A seasoned healthcare product and strategy leader with extensive experience inside one of the nation's largest health insurance payers. She has led enterprise-scale transformation initiatives spanning regulatory compliance, digital member servicing, provider operations, and case management — each tied to significant organizational impact.

As a Senior Product Owner within the Salesforce ecosystem, Ramatoulie has developed deep expertise in translating complex business and regulatory requirements into actionable product strategies. She has led initiatives tied to CMS federal mandates, driven the modernization of provider onboarding platforms, and championed digital-first member experiences that eliminate friction at every touchpoint.

Ramatoulie co-founded TwoRoots Consulting to bring that same insider expertise to organizations that deserve better from their Salesforce investments. She believes the best consulting comes from people who have lived the work, not just studied it.

Co-Founder & Managing Partner

Ranjith

Technology & Delivery  ·  ranjiths@tworootsconsulting.com

A highly accomplished technology and delivery leader with extensive experience driving complex technical programs across retail, banking, healthcare, and insurance. As a Technical Delivery Manager, he has led large-scale technical implementations, quality assurance frameworks, and end-to-end delivery operations for enterprise organizations.

Ranjith brings deep technical expertise in PeopleSoft, Workday, Salesforce architecture, system integration, website development, and quality delivery management. His ability to translate strategic vision into working technology makes him an invaluable partner for organizations looking to not just plan their transformation, but actually build it.

At TwoRoots Consulting, Ranjith leads all technical delivery, ensuring every solution we recommend is not only strategically sound but technically executable and built to last.

Mission

To empower healthcare and insurance organizations to get more from their Salesforce investments by delivering honest assessments, practical strategies, and expert technical execution — without the complexity or cost of a large consulting firm.

Vision

To be the most trusted boutique Salesforce consulting partner for healthcare payers and insurance organizations — known for integrity, insider expertise, and results that actually stick.

Core Values

Integrity First

We tell you what you need to hear, not what you want to hear.

Insider Expertise

Real payer and insurance experience in every engagement, not just theory.

Clarity Over Complexity

We simplify the complex so transformation feels manageable.

Partnership Mindset

We stay connected and accountable. Your success is our success.

Quality in Everything

The highest standard of excellence, from first call to final deliverable.

How We Help

Every engagement starts with listening.

We don't believe in one-size-fits-all solutions. We start by understanding where you are, where you want to go, and what's standing in the way.

01 — Assessment
Salesforce Platform Assessment
Starting at $3,500

Not sure if your Salesforce platform is working as hard as it should be? We take a deep look at how your organization currently uses Salesforce, identify gaps and underutilized capabilities, and deliver a clear, prioritized roadmap for improvement.

  • A comprehensive review of your current Salesforce setup
  • Identification of inefficiencies, gaps, and missed opportunities
  • A prioritized roadmap with actionable next steps
  • A 60-minute executive readout with our findings and recommendations
Best for: organizations that feel their Salesforce investment is underperforming, or want an outside perspective before further investment.
02 — Optimization
Process & Experience Optimization
$8,000 – $15,000

Great technology is only as good as the processes behind it. We analyze your end-to-end workflows, member and customer experiences, and operational processes to identify where friction lives and how to eliminate it.

  • End-to-end process mapping and current state analysis
  • Identification of pain points across member, provider, and operational workflows
  • Redesigned process recommendations aligned to your Salesforce capabilities
  • Implementation support and change management guidance
Best for: organizations navigating digital transformation, platform migrations, or struggling with adoption and operational efficiency.
03 — Advisory
Strategic Transformation Advisory
Custom — contact us

For organizations facing complex regulatory mandates, major platform overhauls, or long-term digital transformation journeys, we offer an ongoing advisory partnership. We embed with your team and guide delivery from strategy through execution as your trusted inside advisors.

  • Monthly strategic advisory sessions with both partners
  • Ongoing product strategy, roadmap guidance, and delivery oversight
  • Regulatory and compliance advisory, including CMS and payer operations
  • Priority access for questions, reviews, and escalations
Best for: payers, insurers, and mid-size companies with Salesforce implementations that need senior-level strategic guidance on an ongoing basis.
Who We Serve

Industries where we have deep roots.

Healthcare Payers & Health Insurance

We have deep roots in the payer space. From member servicing and care management to CMS regulatory compliance and provider network management, we understand the complexity of health insurance operations and know how to help Salesforce work harder for your organization.

Government Programs

Organizations managing Medicare Advantage, Medicaid, and ACA offerings face unique compliance and operational challenges. We bring experience navigating regulatory mandates to help align your Salesforce platform to government program requirements.

Insurance & Financial Services

Beyond healthcare, our process transformation and Salesforce expertise translates well to insurance and financial services organizations looking to modernize operations, improve customer experiences, and drive efficiency.

Mid-Size Enterprises

You don't have to be a Fortune 500 company to benefit from expert Salesforce consulting. We specialize in working with mid-size organizations that need senior expertise but can't afford the overhead of a large firm.

Portfolio & Case Studies

Case studies, coming soon.

TwoRoots Consulting is actively working with healthcare and insurance organizations to transform their Salesforce platforms. Check back soon for client success stories.

In the meantime, our founders bring direct experience from enterprise-scale transformation initiatives, including:

Let's Talk

Let's talk about your Salesforce platform.

Whether you're ready to get started or just want to explore what's possible, we'd love to connect. Schedule a free 30-minute discovery call and let us show you what TwoRoots Consulting can do for your organization.

Email

info@tworootsconsulting.com

Business Hours

Monday – Friday: 9:00 AM – 6:00 PM CST
Saturday: By appointment only
Sunday: Closed

Response Time

We aim to respond to all inquiries within 24 business hours.