(I)    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: 

    • Experienced Executive Sponsor

    • Development of Business Cases, Use Cases and Requirement Documents

    • Perform 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

(II)   STRATEGIC

  • Strategic Plan Development, Analysis & / Or Process Facilitation

  • Confidential Evaluation for Boards, CEOs and Sr. Leadership Regarding the Probability of Success of a Planned Strategy or Investment Prior to Proceeding Forward

  • Organizational Alignment Assessment: Does The Organization have the Right Structure / Right People in Place to Execute on its Strategic Plan

  • Integration and Consolidation of Systems; Companies; Vendors; Services

(III)  INVESTMENT

  • Acquisitions / Partnerships: Diversification Opportunity Evaluation and Analysis; Development of Integration Strategies & Action Plan for Success

  • Start-Up Specialist: Operational Expert within the Health Insurance Industry.  Staffing Models; Infrastructure Requirements; Process & Procedures Development; Client Reporting; etc.

(IV) BOARD ADVISORY SERVICES

  • Operational Performance Improvements

  • Technology Projects - Integration; Consolidation; Replacement; Outsource

  • 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.