Work Samples and Case Studies

Healthcare Modernization Project. One of San Diego’s largest health systems had a need for their home care division to go paperless. This included the field staff systems as well as office support staff paper systems.

Methods and Process. Utilizing SME change management methods, the PMP approach and Agile hybrid approach, existing systems were analyzed with the input of the stakeholders. As PMP an expert solution was crafted to fit the needs of the organization. Project charter and plan were created and implemented through to completion of the project.

Result. Successfully eliminated the need for paper copy delivery, achieved a paperless environment for the health professional field staff as well as virtualizing three office business units (made processes paperless and scalable/sharable with other remote team members). This resulted in a significant reduction in ongoing operating costs, less HIPAA violations, reduced document losses, reduction in staff burnout and drastically improved productivity..


Self-Serve Employee Resources Custom Knowledgebot Using A.I. (Artificial Intelligence) large home health agency was overwhelmed with field staff education and their compliance with new policies and procedures. Data analytics showed that old ways of serving up educational and resource data to staff were not effective and that compliance with new policies fell below optimal levels needed to achieve maximum client satisfaction ratings.

Methods and Process. Utilizing PMP approach and Agile hybrid approach was utilized to identify the unique needs of the various stakeholders. Project was broken down into several sprints and they were regularly reviewed with all stakeholders. Asana was utilized in Kaban hybrid configuration. The project involved multiple cross-functional managers/teams, multiple departments, and third-party vendors.

Result. Created a fully enabled remote secure self-serve knowledge-base and A.I. knowledgebot. This solution efficiently freed up supervisors who no longer had to answer (over and over again) the same mundane questions from field staff because they could self-serve answers using the A.I. knowledgebot.


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