CopperHill Consulting

What CopperHill Consulting does

CopperHill Consulting is a Pennsylvania-based, privately held healthcare technology consultancy founded in 2015, operating as a fully remote team of 1-10 employees serving healthcare providers, medical technology firms, pharmaceutical manufacturers, labs and diagnostics providers, and life sciences research organizations. The company delivers integration and interoperability solutions that connect EHR/EMR, CRM, and ERP systems, alongside CRM implementations, analytics, data management, cloud migration, and technology advisory services.

The firm's core technology is the proprietary AIR Platform, comprising AIR Connect (middleware for bi-directional data sync), AIR Warehouse (read-only data warehouse), and AIR Intel (analytics dashboards), supplemented by a suite of pre-built integration accelerators for AdvancedMD, KIPU, Elation Health, Tebra, Sage ERP, QuickBooks, WellSky, and others. CopperHill also builds custom Salesforce Lightning Web Components and Apex code, and distributes add-on apps (AIR Data Loader, AIR Twilio, AIR Scheduler) on the monday.com marketplace.

CopperHill monetizes primarily through project-based professional services engagements billed on consulting hours and project scope, with multi-year contracts and Technology Advisory Services delivered in 4-6 week cycles. GTM is direct enterprise field sales supplemented by channel referrals from Salesforce (ISV Partner), AWS (Select Tier Partner), monday.com (Silver Partner), and AdvancedMD, plus marketplace listings. The company does not publicly disclose pricing, revenue, or headcount, and operates with no disclosed external funding.

Name

CopperHill Consulting

Legal name

CopperHill Consulting

Website

https://copperhillconsulting.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

CopperHill Consulting is a boutique healthcare IT consultancy that designs and implements EHR, CRM, and ERP integrations for providers, medtech, pharma, labs, and life sciences firms, using its proprietary AIR Platform alongside Salesforce, AWS, and monday.com solutions.

Ownership category

akta.pro rank

Product category

Healthcare IT Integration Consulting

NAICS

Management Consulting Services (54161), Management, Scientific, and Technical Consulting Services (5416), Other Scientific and Technical Consulting Services (54169)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Data, Analytics & AI Consulting (BPAHAEAF)

akta.pro secondary industry

Innovation, Product & R&D Consulting (BPAHACAM)

Keywords

• Cloud integration consulting
• Healthcare IT services
• EHR interoperability solutions
• Salesforce implementation services
• Middleware platform integration

Headquarters

HQ city

Newtown

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Consulting and Implementation Services: CopperHill generates revenue primarily through professional consulting and software implementation services. Engagements involve discovery, requirements gathering, system configuration, custom development, integration building, data migration, and user training. Technology Advisory Services projects typically take 4-6 weeks and deliver findings reports and solution roadmaps. monday.com Implementation Consultants staff client-facing implementation projects. Revenue is derived from billable consulting hours and project-based engagements.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels5 records

Core offering

CopperHill Consulting provides healthcare and life sciences organizations with technology consulting, integration, and implementation services built around the proprietary AIR Platform (AIR Connect middleware, AIR Warehouse, AIR Intel analytics). The firm implements and customizes Salesforce, AWS, and monday.com solutions, builds pre-built EHR/EMR integration accelerators, and delivers CRM migration, data management, analytics, cloud migration, and technology advisory services for healthcare providers, medical device companies, pharmaceuticals, labs, and life sciences research organizations.

Product overview

CopperHill Consulting offers an integrated platform-plus-services architecture combining the proprietary AIR Platform (AIR Connect middleware, AIR Warehouse data warehouse, and AIR Intel analytics dashboard) with professional implementation services. Their core offering is integration and interoperability solutions spanning EHR, CRM, ERP, and other healthcare/enterprise systems. Services include CRM implementations (Salesforce and monday.com), analytics and AI, data management, technology advisory, and cloud migration. They specialize in healthcare and life sciences sectors with pre-built solutions for patient intake, referral management, billing, scheduling, and workflow automation.

Differentiator

Problem solved

Functional benefit

Brands

• AIR Connect: Middleware tool for data integration between transactional systems and platforms like Salesforce
• AIR Warehouse
• AIR Intel
• AIR Scheduler
• AIR Data Loader

Products and services

• AIR Connect Middleware tool that maps, combines, transforms, and formats data from multiple transactional systems into CRM platforms, enabling bi-directional syncing and near-real-time data availability for healthcare and enterprise customers.
• AIR Warehouse Data warehouse component of the AIR Platform that stores read-only copies of integrated data, optimized for reporting and analytics without impacting transactional system performance.
• AIR Intel Analytics dashboard component of the AIR Platform that transforms integrated data into actionable insights including charts, trend lines, custom views, and automated reporting.
• Integration and Interoperability Services Full-service integration solutions covering middleware tools, ongoing support, and data migration across EHR, CRM, HR, Payroll, and other enterprise software systems for healthcare and life sciences clients.
• CRM and Software Implementations Implementation services for CRM platforms including Salesforce and monday.com with custom configurations, automations, and process workflows.
• Analytics and AI Services Business intelligence and data analytics services including AI readiness assessment, data strategy implementation, and reporting across multiple systems.
• Data Management Services Data governance, master data management, data warehouse/lakehouse implementation, and data quality solutions for healthcare and enterprise clients.
• Technology Advisory Services Assessment of technology systems and infrastructure for security, performance, and cost optimization with 4-6 week delivery of a findings report and solution roadmap.
• Cloud Migration Services Migration of digital assets, applications, and IT resources to public cloud providers or between cloud providers for healthcare and enterprise clients.
• AIR Scheduler for monday.com Resource management and scheduling application for the monday.com platform enabling provider and resource availability management, appointment scheduling, and multi-location coordination.
• AIR Data Loader for monday.com Enhanced data management tool for monday.com that reduces manual effort of importing and uploading files with pre-mapped templates, fast scalable ingestion, and scheduled updates.
• AIR Twilio for monday.com SMS integration app enabling text messaging capabilities within monday.com workflows.
• monday.com CRM for Healthcare Providers Streamlined referral management and patient intake solution for healthcare provider organizations on the monday.com platform.
• Medical Device Management on monday.com Unified workflow eliminating data silos across the entire referral-patient-device lifecycle for medical device companies.
• Grant Management on monday.com Administrative resource improvement and grant management process simplification for organizations managing grants.

Quantifiable outcome

• Data processing time reduced by over 87% — from 8-14 hours to under 60 minutes for a financial services firm using AIR Connect
• +3 more outcomes

Named customers15 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration32 records

AI capability2 records

Feature7 records

Partnerships

Five partnerships are on record, tiered core and minor.

• monday.comcoreChannel Partner/ Reseller/ Distributor · 1 September 2024CopperHill is a monday.com Silver Partner. The partnership was announced in September 2024 to accelerate innovation in healthcare and life sciences. CopperHill develops pre-built apps and solutions for the monday.com platform including AIR Data Loader, AIR Twilio SMS, AIR Scheduler, healthcare provider solutions, grant management, and medical device management. These solutions are available on the monday.com marketplace. monday.com's award-winning partner program provides tools and resources for CopperHill to sell and implement monday.com Work OS to healthcare clients.
• AdvancedMDcoreTechnology or Integration · 1 May 2023Partnership announced in May 2023 to simplify integrations and enable interoperability between AdvancedMD and Salesforce. The AdvancedMD Integration Accelerator extends the power of AdvancedMD by eliminating data silos and providing a complete 360-degree view of patients. Pre-built connectors align data tables across AdvancedMD software and Salesforce, with bi-directional syncing capabilities. The accelerator is listed on the AdvancedMD marketplace.
• SalesforcecoreImplementation/ SI/ Consulting PartnerCopperHill is a Salesforce Consulting & ISV Partner with deep expertise in Salesforce Health Cloud, Sales Cloud, Service Cloud, Experience Cloud, and Data Cloud. The partnership involves implementing Salesforce solutions for healthcare and life sciences clients, building custom components (Apex, Lightning Web Components), and integrating Salesforce with EHR/EMR systems. Salesforce actively refers clients to CopperHill for implementations. The company also volunteers alongside Salesforce at community events.
• AWScoreImplementation/ SI/ Consulting PartnerCopperHill is an AWS Select Tier Partner. The company deploys its AIR Platform on AWS infrastructure (Azure references also present) and implements AWS solutions for clients, including Amazon Connect for Service Cloud Voice implementations (as seen with Teknova). AWS provides co-marketing and referral opportunities.
• Salesforce (Volunteer/Community)minorGTM or Marketing PartnerCopperHill volunteers alongside Salesforce employees at community events including Forget Me Not Farm (animal therapy farm for at-risk youth), Ronald McDonald House Charity in Atlanta, and MY BLOCK MY HOOD MY CITY neighborhood cleanup in Chicago. These volunteering activities strengthen the Salesforce partnership and provide community engagement opportunities.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Market position

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/consult_CH
• Facebookfacebook.com/CopperHillConsulting
• LinkedInlinkedin.com/company/copperhill-consulting

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CopperHill Consulting