Our Clients Transformed

Systems Change:

Driven by Continuous Improvement Projects

Financial and Operational Optimization

• Analyzed financial reports to identify opportunities for increasing revenue and reducing expenses, resulting in a stronger bottom line.

• Strategized and led initiatives to reduce overtime hours and operational inefficiencies.

• Studied supply ordering patterns and implemented a Just-in-Time (JIT) inventory system.

• Designed and implemented streamlined audit processes to ensure regulatory compliance.

Performance Management and Workforce Development

• Identified and optimized team roles and responsibilities, including within Patient-Centered Medical Homes (PCMH).

• Developed and implemented an organizational code of conduct to reinforce a values-driven culture.

• Facilitated leadership and staff engagement sessions to identify operational improvement opportunities and launch project initiatives.

Program Design and Implementation

• Customized a continuous improvement program integrating Lean Six Sigma, Agile, and traditional project management methodologies.

• Designed and implemented operational systems for sustained success in chronic disease management, pediatric immunizations, learning management, and telecommunications.

• Established program evaluation processes to monitor performance, measure impact, and ensure long-term effectiveness.

Policy, Procedure, and Process Development

• Reviewed, revised, and consolidated policies and procedures to eliminate redundancy, improve clarity, and align with best practices.

• Standardized the documentation management system for consistency and accessibility across teams.

• Co-created and updated comprehensive onboarding and orientation programs for new employees.

Regulatory and Compliance Readiness

• Prepared for state and federal regulatory compliance visits through rigorous documentation and procedural readiness.

• Consulted on State of Oregon Coordinated Care Organization (CCO) metrics and related improvement initiatives.

• Determined and presented actionable internal data queries to meet Primary Care Payment Model (PCPM) requirements.

Workplace Design and Optimization

• Conducted detailed site observations to assess workflow and maximize space utilization.

• Redesigned office layouts to improve functionality, promote team collaboration, and enhance overall efficiency.

• Reduced workplace infection risks through strategic environment and process adjustments.

Talent Acquisition and Management

• Established a comprehensive executive recruitment process for government entities, including scoring matrices and structured debriefing tools for candidate evaluation.

• Co-created and supported staff performance evaluations.

• Consulted on recruitment, hiring, and retention of high-performing employees.