Decisions made.
Outcomes delivered.
Selected engagements that illustrate the approach: the decisions faced, the tradeoffs weighed, and the results achieved. Not tool showcases or tactical walkthroughs — stories of judgment applied to high-stakes situations.
Healthcare Staffing Marketplace (Smart Rates Pricing System)
Healthcare Services
Challenge
Manual and static pricing led to inconsistent shift fill rates, unnecessary labor cost inflation in some markets, and underfilled shifts in others, creating operational inefficiency and marketplace imbalance.
Decision
Implement an AI-assisted, real-time pricing recommendation system that optimizes for fill speed, cost efficiency, and clinician quality while preserving human oversight.
Tradeoffs Considered
Balanced static versus dynamic pricing, manual control versus algorithmic assistance, cost minimization versus fulfillment speed, and full automation versus human-in-the-loop decisioning.
Outcome
Improved shift fill rates, reduced overpayment in competitive markets, more consistent pricing decisions at scale, and increased trust across the marketplace without removing human judgment.
Management Consulting Platform (Low-Touch Delivery Model)
Management Consulting
Challenge
Traditional 1:1 consulting limited scalability, constrained revenue to active engagements, and made it difficult to monetize expertise before, after, or between client projects.
Decision
Design a productized consulting platform that converts high-value advisory workflows into low-touch, repeatable services while preserving strategic rigor and client trust.
Tradeoffs Considered
Balanced bespoke consulting versus scalable delivery, depth of customization versus operational leverage, human-led strategy versus productized enablement, and short-term engagement revenue versus long-term recurring value.
Outcome
Enabled ongoing revenue streams independent of active engagements, reduced delivery friction for clients, expanded reach beyond traditional consulting capacity, and created a durable platform for strategy, execution, and ongoing support.
Business Efficiency Tool (Global Insurance Brokerage)
Insurance Brokerage
Challenge
High-volume creation of bespoke client documents required extensive manual effort, driving high labor costs, long turnaround times, and operational bottlenecks across teams.
Decision
Develop a proprietary efficiency tool to systematize document creation, dramatically reducing manual effort while preserving customization and accuracy.
Tradeoffs Considered
Balanced building a custom internal tool versus outsourcing or templating, upfront development cost versus long-term labor savings, automation versus quality control, and standardization versus client-specific flexibility.
Outcome
Reduced document creation time from approximately 12 hours to 15 minutes per document, significantly lowering labor overhead, increasing throughput capacity, and improving speed and consistency without sacrificing customization.
Multi-Region Urgent Care Network (Marketing Operations Platform)
Healthcare Services
Challenge
Marketing teams managed dozens of regional campaigns using spreadsheets, leading to poor visibility, duplicated effort, missed dependencies, and an inability to understand relationships between campaigns, regions, and outcomes.
Decision
Replace spreadsheet-based planning with a centralized content and relationship management system purpose-built for multi-region campaign planning, drafting, and coordination.
Tradeoffs Considered
Balanced continuing with lightweight spreadsheets versus investing in a custom system, speed of execution versus long-term operational clarity, flexibility versus governance, and ad hoc coordination versus structured relational data.
Outcome
Enabled the marketing team to plan, draft, and manage campaigns across regions in a single system, transforming campaign planning from static spreadsheets into a relational database that improved coordination, visibility, and execution at scale.
A Note on Confidentiality
All case studies are published with client permission and anonymized where requested. The focus is on decisions and outcomes, not proprietary methods or sensitive details. Additional references available under NDA for qualified prospects.
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