(I)   STRATEGIC

  • Strategic Plan Development; Analysis & Refinement; Process Facilitation

  • Perform Confidential Evaluations for Boards, CEOs and Sr. Leadership Regarding Recommended Staff Initiatives Prior to Investment or Implementation Decisions

  • Assess Organizational Alignment to Assess whether the Organization has the Right Structure / Right People in Place to Execute on its Strategic Plan

  • For Mergers and Acquisitions, assist in the Integration or Consolidation of Organizations and their Systems, Vendors, Service Offerings and Other Critical Operational Components.

(II)    OPERATIONS AND SYSTEMS

  • Analysis and Improvements To:

    • Operational Processes (Claims, Customer Service, Enrollment, Billing, Payment, etc.)

    • Technology Strategy and Roadmap (New Implementation or Consolidation / Integration of Existing)

  • Project Oversight / Leadership: 

    • Executive Sponsor

    • Development of Business Cases, Use Cases and Requirement Documents

    • Analysis & Design Review

  • Vendor Analysis:

    • Cost Analysis / Customer Satisfaction Review as it Relates to Existing Vendor Relationships

    • New Vendor Search & Evaluation

    • Internal Core Competency Evaluations / Outsourcing Determinations

  • Change Management:

    • Team Building

    • Leadership Coaching / Mentoring

(III)  INVESTMENT

  • Acquisitions / Partnerships: Opportunity Evaluation and Analysis; Development of Integration Strategies; Execution Plans

  • Start-Up Specialist: Staffing Models; Infrastructure Requirements; Process & Procedures Development; Reporting; etc.

(IV) BOARD ADVISORY SERVICES

  • Quality and Operational Performance Improvements

  • Technology Roadmap Evaluation

  • Claims Cost Containment

  • Administrative Cost Reduction / Staffing Analyses

  • Provider Network Growth / Improvement Strategies

(V)    SR. LEADERSHIP

  • Available For:

    • Long- or Short-Term Interim Leadership Placement

    • Board Member

    • Board Advisor

(VI)  SPEAKER / FACILITATOR

  • October 2017: Delta Dental Cooperative Forum: The Medical Connection: Integrating Medical and Dental Treatment and Benefits

  • Facilitation Services: Long-Term Strategic Planning; Vendor Evaluation / Replacement; Team Dynamics; Leadership Effectiveness; etc.