Operating Experience Behind High-Stakes Mandates

GOVERNANCE, CONTROLS & EVIDENCE

FINANCIAL SERVICES

From AI Strategy to Governed RFP Intelligence

A buy-side asset manager evaluated how AI could improve client responses, preparedness and compliance while preserving operational accountability and pre-existing workflow investments.

Results:

97% first-pass accuracy rate

GO-TO-MARKET

HEALTHCARE & MEDICAL DEVICES

Prove Episode Economics Before Scaling the Orthopedic Platform

Advisory supported an orthopedic manufacturer’s board decisions on whether to scale, using buyer-specific economics, clinical workflow fit and commercial evidence under bundled-payment risk.

Results:

$1.86M modeled net impact

GOVERNANCE, CONTROLS & EVIDENCE

LEGAL / LITIGATION

Cut First-Pass Legal Review From 42 Days to 2.5 While Keeping Counsel in Control

Applied a custom case tagging framework for pinpointing evidence. The team reviewed approximately 100,000 mixed records against deposition deadlines while preserving privilege, source traceability and counsel control. Curation cut first-pass from 42 days to 2.5 days.

Results:

42 days → 2.5 days first-pass review

TRANSFORMATION & PROGRAM RECOVERY

HEALTHCARE & LIFE SCIENCES

Mandate to Replace Seven-Figure EDC Costs Blocking Registry Growth

PE-backed expansion needed faster registry launches, but each new program faced a proprietary EDC system path of more than $1M to build and $250K a year to support. InteliGems led an EDC and data redesign that informed the board’s platform decision, incorporating governed data design supporting 21 CFR Part 11 controls, pharmacovigilance safety feeds and specialist workflow. New registries avoided that cost structure, freeing scarce specialist capacity for new business.

Results & Targets:

$1M build + $250K/year cost path avoided per registry

AI STRATEGY & OPERATING MODEL

OWNER-OPERATOR CASE STUDY | Strategic pivot

When a Crowded Market No Longer Deserved the Capital

As meeting-intelligence competitors grew from roughly 10 to 80, the question was no longer what to ship. It was to stop funding and what to repurpose. As an owner-operator with capital at risk, the principal redirected capital, technical capacity, product development and GTM into private, governed AI for regulated enterprise work.

Results:

Hard stop

GOVERNANCE, CONTROLS & EVIDENCE

DEFENSE / DUAL-USE

Cut False Positive Screening Noise for National Security Compliance

High-volume export-control review of scientific research was consuming scarce specialist time on false alarms while dual-use risk and compliance rules kept changing. InteliGems designed and built an air-gapped, governed first-pass AI system with guardrails that scored compliance risk, assembled audit-traceable source evidence and escalated only cases that warranted specialist judgment. Specialists retained final determination; the reported evaluation cut noise and turnaround time.

Results:

False positives 30% → 3.2%

AI STRATEGY & OPERATING MODEL

GROWTH · COMMERCIALIZATION

Make a Seven-Figure Digital-Health License Defensible to the CFO

A proposed $1M+ license depended on roughly $300K in annual emergency-department avoidance value, leaving the investment case below the buyer’s hurdle. The advisory work rebuilt the case as four locally testable value pathways with explicit clinical, digital and financial owners. The result was a stronger buyer decision model that opened the door for deeper enterprise sales conversations.

Results:

Four buyer-testable economic pathways

PROGRAM, PRODUCT & WORKFLOW LEADERSHIP

HEALTHCARE & LIFE SCIENCES

Clinical Workflow Transformation

A real-world clinical evidence organization considered a universal tablet workflow to improve data timeliness and reduce manual work. InteliGems led field research at multiple sites and found ~25% of providers were unwilling to go fully digital. Facing provider disenrollment risk, the fieldwork showed that operating value and adoption friction sat in different workflow roles. InteliGems architected a 3-channel model to protect site retention, avoid custom software builds and reclaim specialist capacity.

Results:

72 specialist days/year reclaimed

GO-TO-MARKET

MEDICAL DEVICES

Before More Capital and Filings, Decide Which Market Is Worth Pursuing

A military-tested IV platform had 10 plausible civilian markets and no clear first buyer. The wrong beachhead risked wasted capital, retooling, and regulatory filing cost. InteliGems led customer discovery across those segments, evaluating workflows, unit economics and key opinion leader evidence and compressed validation from 90 days to 30 days. The sprint issued a No-Go on Urban EMS, prioritized large-animal field veterinary care against a $498.4M modeled TAM, and advanced a qualified buyer pipeline and master distribution terms. Leadership left with a board-ready advance-or-stop gate before further regulatory and capital commitments.

Results:

90 → 30 day validation cycle

CATEGORY CREATION & ENTERPRISE SCALE · FOUNDER/CEO OPERATING RECORD

Pioneering Physician Cost-and-Quality Transparency at National Scale

Physician cost and quality were difficult to measure and compare. Clinical standards were evolving, reliable data was fragmented, and national consumer interest in provider performance was nascent. The company  had to develop credible measurement technology while creating the market for its products. This is a case study on creating a market category from scratch, fund raising from strategics, executing a complex SaaS pivot, and negotiating a challenging M&A exit.

Results

25M+ reported covered-consumer reach

GO-TO-MARKET

HEALTHCARE & LIFE SCIENCES

Turn Personal Genomics Testing Into Enterprise Offers and a Sales System

A health-risk analytics startup had validated genomics science but no repeatable B2B path. As fractional Chief Commercial Officer, the principal halted a capital-heavy consumer app direction, prioritized enterprise segments, and built the offer, pricing, contracting, and sales operating pieces needed to sell into healthcare and life insurance. Channel and enterprise pipeline discussions were advanced against a defined commercial system rather than another product feature cycle.

Results:

D2C thesis stopped

TRANSFORMATION & PROGRAM RECOVERY

PUBLIC HEALTH / MEDICAID

Restore Delivery Accountability in a $1.5B Medicaid/MMIS Portfolio

Troubled Medicaid/MMIS programs across New Hampshire and Montana faced chronic schedule slips and contractual damages exposure. The principal reset governance, staffing, release discipline and executive reporting within a $1.5B state-healthcare portfolio, moving the programs out of reactive escalation and placing contractual damages and SLA exposure under formal recovery management. Rationalized EPMO resources and delivery staffing to address chronic delays and execution risks.

Results:

Two state programs reset under re-established governance

GO-TO-MARKET

ENTERPRISE

Expand a Regulated Account Beyond Traditional Offerings

A national health-plan account was stuck near $28M on traditional technology delivery, with limited growth beyond the existing service mix. With account P&L ownership, the principal secured executive sponsorship for broader mandates and expanded into higher-value product strategy, testing and business-process services, pairing new revenue with the capacity to deliver.

Results:

$28M → $51M in year one

GOVERNANCE, CONTROLS & EVIDENCE

PUBLIC SECTOR / JUDICIAL REVIEW

Evidence-Linked Bias Audit for Judicial Review

High-consequence quasi-judicial records require source-linked, inspectable evidence, not pattern matches. A forensic e-discovery review of a 58-page hearing-examiner ruling and related record linked claims to underlying documents, screened false positives and classified recurring bias mechanisms across seven categories. The findings were published to support the examination of viewpoint fairness, representation and potential judicial bias.

Results:

43 source-linked indicators across 7 categories of bias