Clients
We have served executives and investors at healthcare payers, services companies, providers, PE firms, and adjacent sectors. Every metric below is drawn from a real engagement.
Representative experience
Representative engagements. Additional references available upon request.
Case studies
Healthcare Payer · CDO + Chief AI & Analytics Officer
CareFirst BlueCross BlueShield
Led the data and AI function for Mid-Atlantic's largest insurer. 7 directors, 120-person team, $30M operating budget, $25M capital budget.
Directed enterprise data and cloud modernization, AI governance framework, and advanced analytics buildout — while capturing $10M+ in vendor contract restructuring and delivering board-level reporting on regulatory alignment across a 3-state, 3.2M-member footprint.
Healthcare Services · CIO + AI Strategy Lead
Radiant Healthcare
Led technology and AI across revenue cycle, credentialing, and provider network management through 7x company growth across 6 lines of business.
Built and executed AI and automation strategy tied to measurable financial outcomes — designing the global operating model, resource augmentation plan, and governance infrastructure to sustain and compound gains over time.
Healthcare Provider · Interim CDO & Chief Analytics Officer
Envision Healthcare
Directed data science and AI for $300M provider across 1 surgical hospital and 250 ambulatory surgery centers. Led 3 directors and 30 data and AI specialists.
Integrated patient data into billing systems and patient portal, built analytics foundation across a highly distributed footprint, and delivered measurable revenue cycle improvements within the engagement period.
Health Insurance · Data Strategy & Platform Modernization
Large Regional Health Insurers
Via ZS Associates — supported several large health insurers on cloud operating model development, data & analytics strategy, and platform modernization.
Led detailed design of data platform modernization efforts, built governance and change management models for cloud and data initiatives, and developed data strategy for organizations managing millions of members.
AI-Powered Commercial Automation · SSP Engagement
Healthcare Services Client
Built AI-powered sales and marketing automation platform integrating GPT-4, Azure OpenAI, and Salesforce Einstein.
Designed and delivered an AI-powered commercial platform that automated proposal generation, lead scoring, and personalization — compressing sales cycles and freeing the team to focus on relationship-driven revenue activities.
Pharmaceutical & Life Sciences · AI Transformation
Pfizer · GlaxoSmithKline · AstraZeneca
Via Capgemini Invent — directed AI-enabled collaboration and knowledge management initiatives across major pharmaceutical clients.
Implemented intelligent automation and machine learning-powered insights platforms, enabling smarter knowledge management and decision support across global pharmaceutical operations.
Industries
Regional and national health plans navigating AI adoption under HIPAA, GDPR, CMS data requirements, and board-level regulatory scrutiny.
Revenue cycle management, credentialing, provider network management, and adjacent services companies — particularly PE-backed platforms undergoing growth or transformation.
Ambulatory surgery centers, specialty providers, and regional health systems where AI and data are tied to operational efficiency and revenue cycle performance.
Global pharma and biotech organizations implementing AI for knowledge management, clinical operations, and commercial effectiveness.
Healthcare-focused PE firms requiring technical due diligence, AI maturity assessment, and post-acquisition value creation support across portfolio companies.
Investment managers and financial institutions with AI governance, data strategy, and regulatory alignment needs at the C-suite and board level.
Additional references available upon request.
Every engagement listed here has a story behind the numbers. The fit call is where we discuss whether yours fits the pattern.
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