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Senior living playbook · For operators

Hire vs. buy the analyticsyour executives keep asking for.

A working guide for IT leaders at multi-site senior living operators. Work through it and you'll leave with the hiring commitment priced honestly, three questions to put to your team before the req goes up, and a checklist you can take into any vendor conversation, including ours.

Free to read. No form. About a 7 minute read Forward it to your exec team
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Where you are, in three numbers.

Senior living operators and data capability, as of August 2026
54%
of the 61 largest US senior living operators have zero data staff. Not a small team. Zero. And the 61 are the sophisticated end of the market.
75 to 90
operators have centralized IT at all, across roughly 41,000 assisted living communities nationwide.
6 to 10
vendor systems in a typical stack: an EHR, a workforce platform, a CRM, a call system, maybe dining. Every question that crosses two of them costs an export and a weekend.
If you're the IT leader with no data team, you're not behind. You're the norm. The question is whether you hire the capability or buy it, and the rest of this guide helps you decide.

Want the full picture before you decide? See the operator track page →

01 · Price it

Price the commitmentbefore you post the req.

Hiring is sometimes the right call. It's rarely the cheap one, and the parts that make it expensive aren't on the salary line. Price the whole thing before the req goes up.

A minimum viable data function is a data engineer for pipelines out of your vendor systems, plus an analyst for definitions and answers. One of them has to be senior enough to architect it, or you're hiring a lead too. Here's what you're actually committing to.

What hiring actually commits you to
Minimum viable
data function
The commitment
What it means
The hiresA data engineer and an analyst, with one senior enough to architect the whole thing.
2 to 3 roles
The recruiting fightYou're competing against tech, finance and health systems that pay more and offer them peers.
A thin pool
The runwayWarehouse, pipelines, modeling, definitions, dashboards, before answers your CFO trusts.
12 to 18 months
The retention riskA solo data hire with no peers and no growth path, leaving as the pipelines start breaking.
Around 18 months
The AI layerThe plain-English answers your executives are actually asking for. It comes after all of the above.
After that
The real commitment
A multi-year program,
not a project
Run your own number Take your loaded cost for a data engineer and an analyst, and multiply it by the 12 to 18 month runway before the first cross-system answer your CFO trusts. We won't guess your comp bands, and you know them better than we do. Whatever that figure comes to is what any alternative has to beat.

And the consultant shortcut decays. An engagement can build you dashboards. Then the engagement ends. Definitions drift, a vendor changes an export format, a pipeline breaks quietly, and within a year you're back in Excel with a nicer-looking artifact of what used to work. A data capability isn't a project. It's a program, and programs need owners.

None of this means hiring is wrong. It means hiring is a multi-year commitment you should make on purpose, not a default you back into because the asks kept coming.

Before that req goes up, there are three answers worth having. Ask your team these →

02 · Pressure-test the plan

Ask your teamthree questions first.

The salary line is the easy part of this decision. These three questions surface whether the plan behind the req survives contact with year two, which is where hiring plans usually come apart.

You're not looking for enthusiasm. You're looking for a named owner and a mechanism.

"We watched our offline accuracy drift from ~95% at launch to ~65% over a month before we treated this as an engineering problem."
Anthropic, on its own internal analytics agent. The cause: documentation going stale as the data model changed underneath it. Their conclusion was that strong data foundations are the most important part of keeping an analytics agent accurate. If a team with those resources drifted 30 points in a month, the maintenance line in your plan isn't padding. Read the post
Question 01 · Ownership

"Who owns the definition of occupancy on day one, and who owns it the day that person leaves?"

Good answer

A named owner, one definition per metric, written down somewhere that isn't a person's head, and applied wherever the question gets asked so the CFO, the regional and the board deck can't disagree.

Vague answer

"The analyst will handle it." Your occupancy number feeds financing covenants, state reporting and PBJ. If the definition lives with one person, it walks out with them, and every number after that is a guess with a chart on it.

Question 02 · Continuity

"What happens to the pipelines in month 19?"

Good answer

A plan for the second hire, a peer group so the first one isn't alone, or a named maintenance owner who isn't the person who built it.

Vague answer

Silence, or "we'll backfill." A solo data hire in an organization with no other data people has nobody to learn from and no growth path, and tends to leave at right about the point the pipelines they built start breaking.

Question 03 · Program or project

"Is this a project with an end date, or a program with a permanent owner?"

Good answer

A named owner, a standing budget line, and a way to keep verifying the answers are still right as your vendors change their schemas underneath you.

Vague answer

A statement of work with a completion date. That's the consultant shape, and it decays the same way whether the person is internal or not. Answers under continuous test is the least visible cost and the one that quietly kills builds after the demo succeeds.

Got the answers? Now check them against what each path requires. Work through the conditions →

03 · Decide

Check what you actually have.

No score, and no verdict from us. These are the conditions each path needs. Read them, count your own boxes, and notice where a column runs out.

Hire

Build the function

  • Data capability is a strategic differentiator you'll fund for years. The handful of operators building real tech arms fit here.
  • You can genuinely win recruiting fights for data talent against employers that pay more and offer peers.
  • Your stakeholders can wait 12 to 18 months for answers they trust.
All three, or the req becomes a vacancy and then a resignation.
Buy

Run it on the systems you have

  • Your data questions outnumber your data staff. If you're one of the 54%, that's every question.
  • The CFO and the board want answers inside this budget cycle.
  • Your IT roadmap is already full of the migrations and security work only your team can do.
Two of three is usually enough. This is where most multi-site operators land.
Buy, then hire

Invert the order

  • You want the capability now and the headcount later, in that order.
  • An analyst you hire next year should be productive on day one, asking better questions of a system that works.
  • You'd rather prove the value before you defend the headcount in a budget meeting.
Buying doesn't foreclose hiring. It inverts the order.

If a column came up short, the next conversation is with vendors. Here's what to demand from them →

04 · Evaluate

Take this into everyvendor conversation.

The first three bars below are the same ones an internal build has to clear. Hold every path to them: the hire plan, the consultant, and every vendor, including us.

Ask for a live demo of each one. Don't accept the claim.

Show me the same question asked by a regional director and an executive director.
Your org chart is the access model. Regionals see their region, EDs see one community, corporate sees everything. That's easy to enforce in a dashboard and hard when an AI is writing the query. With resident data in scope, "mostly enforced" is not a phrase you want to say to a surveyor or a family.
Show me one definition of occupancy, applied wherever the question gets asked.
Your occupancy number feeds financing covenants, state reporting and PBJ. If the CFO, the regional and the board deck can still disagree, you bought a reporting layer, not an answer. Ask where the definition lives and who can change it.
Show me who verifies the answers are still right, and how often.
Models change and vendor schemas drift. Ask for the owner and the cadence, not a reassurance. This is the least visible cost in the whole decision, and the one that quietly kills internal builds after the demo succeeds.
Can someone on your team add a new view without filing a ticket?
Ask to watch it happen live, start to finish. What operators keep describing about the systems they already run is report-building confusing enough that every new question goes back to a technical resource. If the answer is a services engagement, you've bought a backlog.
More items are being added to this list as we finish a review of what analytics vendors in this category actually document, rather than what they claim.

Whichever way the checklist goes, the first move is the same. Start with your own data →

05 · Start

Before it's a hire decision,it's a readiness question.

Both paths assume your data can actually answer the questions your executives keep asking. Across 6 to 10 systems that were never built to talk to each other, that's worth checking before you commit a year or sign a contract.

Start with one export, or challenge us with as many of those systems as you'd like. More sources means the report can show how they connect and where the joins break, which is the actual question when the EHR, the workforce platform and the CRM were never built to talk to each other. In 3 to 5 business days Querri sends back a branded 4 to 5 page report on what's clean, what's broken, and which of your executives' questions your data could already answer. It's free and it's yours to keep either way. Your file comes back or gets deleted on request.

SOC 2 Type II ISO 27001 HIPAA-ready

Before you commit a year,see what your data can support.

Start with one export, or challenge us with as many of your systems as you'd like. In 3 to 5 business days you get a branded 4 to 5 page report: what's clean, what's broken, and which questions your data could already answer. Free, and yours to keep.