BUSINESS CONDITION

A $1M+ enterprise license decision rested on about $300K a year in ED-avoidance value, below the 3.0x to 5.0x CFO hurdle.

MANDATE

Replace one avoided-cost calculation with four value pathways buyers could test using their own local operating and financial data.

WORK ADDRESSED

Acquisition ($2.3K-$3.0K), access (8 min to 1 min), care setting ($2,032 vs. $167) and reimbursement (~$700 modeled per claim).

EVIDENCE

2-3x modeled ROI expansion; $1M-$5M+/yr modeled value range tested against the 3.0x to 5.0x CFO hurdle.

01 · Business Challenge

One ROI Driver Carried the Whole Case

The original model estimated about $300K in annual value from low-acuity ED avoidance. That number was real, but it answered only one question. Health system CFOs evaluating a $1M+ multi-year license typically required a 3.0x to 5.0x hurdle rate, meaning $3M to $5M+ in created value. A $300K annual return fell well short of that gate.

View the business challenge details

02 · Executive Mandate

Build a Value Case Buyers Can Challenge with Their Own Data

Vendor leadership needed a model that kept ED (Emergency Department) avoidance but added acquisition, access, care-setting and reimbursement pathways, each localized to the buyer's population, payer mix, utilization, cost and access conditions.

View the mandate requirements

03 · Work Addressed

Four Pathways Replaced One Calculation

Decision shift: one headline ROI number became four separable pathways buyers could localize, challenge and sensitivity-test. The model made the economics reviewable across finance, clinical, digital and operating leadership for a $1M+ enterprise license decision.

Legacy model~$300K/ yrSingle driver: low-acuity ED avoidance.Did not meet the 3.0x to 5.0x CFO hurdle
Four buyer-testable pathways
01Acquisition
$2.3K-$3.0K / patient12-month downstream revenue input per converted patient.
02Access & intake
8 min -> 1 minPhone-vs-online scheduling benchmark; readout also cited ~8 minutes of intake time saved per call.
03Care setting
$2,032 vs $193 / $167Historical ED, urgent-care, and PCP cost benchmarks.
04Reimbursement defense
~$700 / claimModeled denial-defense value using the Prudent Layperson framework; not a realized recovery or legal conclusion.
Modeled decision case2-3x modeled ROI expansion$1M-$5M+ / yr modeled value3.0x-5.0x CFO hurdle context

04 · Accountable Review

The Higher Appointment Booking Scenario Required Health-System Capabilities and Reframed the Sales

Historical data showed only 6% of patients who completed an online assessment immediately scheduled an appointment. InteliGems modeled a 15–25% conversion scenario, informed by competitor benchmarks. Capturing those additional appointments depended on health system owned capabilities: open provider schedules, real-time patient–provider matching, and timely follow-up. Framing the business case around those shared operational levers shifted vendor–executive discussions from a single-driver software sale to a collaborative business case focused on patient acquisition and joint revenue realization.

View modeled scenario finds revenue opportunities

05 · Operating Insight

The Model Answered a Narrower Question Than the Decision Required

The model became useful when each executive could interrogate the assumptions that affected their part of the decision. Finance, clinical, digital and operating leaders did not need the same proof, but they needed to test the same value case.

Finance

Which local assumptions materially change the economics?

Clinical

Which evidence supports care navigation, and what is external context?

Digital & Access

Where does patient intent fail to become scheduled care?

Operations

What must be true in the workflow before modeled value can happen?

06 · Clinical Validation

Later Clinical Evidence Supported the Care-Setting Mechanism

Later peer-reviewed evidence supported the care-navigation behavior treated as economically important in the value architecture.

Published clinical finding
38.5%

Lower-acuity choice after intended ED care

Published external evidence — not an outcome of the advisory engagement.

View the detailed evidence

07 · Advisory Relevance

Build a Value Driver Tree Before the Enterprise Commitment

A single ROI claim rarely carries an enterprise decision on its own. The review showed that one headline number becomes more credible when it is broken into clear value drivers, each tied to an operating lever, an economic outcome, and an accountable owner. That structure helps buyers see what matters, question assumptions, and decide what must be true before making a broader commitment.

WHAT CHANGED

One Metric Became Four Owner-Assignable Value Drivers

The redesign kept the original ED-avoidance logic visible, but placed it inside a broader value structure that also included acquisition, access, care-setting, and reimbursement. Instead of asking buyers to accept one headline ROI number, the model showed where value could come from, what assumptions shaped it, and who would need to own each part.

Decompose before combining

A single ROI number can hide what actually drives the decision. Break the value case into separate drivers first.

Assign ownership by driver

Each driver should map to an executive or operating owner who can validate the assumptions behind it.

Make realization conditions visible

Modeled value is more useful when leaders can see what has to be true operationally before relying on it.

View the Health System Value Driver Tree

FOUR TRANSFERABLE CONSTRUCTION STEPS

How Other Executive Teams Can Apply This

01 · Define the root metric around the decision

Start with the enterprise commitment being evaluated, not a single product feature or isolated operating metric.

02 · Separate the value into distinct pathways

Break the case into clear economic drivers so each pathway can be reviewed on its own terms.

03 · Attach operating levers and local inputs

Show which variables change the answer—population, payer mix, utilization, cost, access, workflow, or market conditions.

04 · Keep evidence types separate

Historical inputs, modeled scenarios, trials, and published findings can all inform one decision without representing the same level of proof.

Bring the mandate

When important decisions need operating experience, get principal-led support.