How a leading health plan aligned $20M–$50M in AI investment around one cohesive vision, in under 12 weeks.
Context: The organization was investing in AI, but lacked a single answer to "why AI" and "what first."
AI initiatives were growing across Marketing, Operations, Care Management, and IT. Each group had different priorities, vendors, and success definitions. The result was predictable: duplication, internal friction, and leadership hesitation to commit capital at scale.
The mandate was clear: stop experimenting and start scaling.
We partnered with cross-functional leaders to build an enterprise AI strategy grounded in measurable outcomes, not tooling preferences. The goal was to create a shared fact base, align decision rights, and produce a roadmap leadership could fund and defend.
In 12 weeks: We aligned leadership around a single enterprise strategy and a three-horizon execution roadmap.
The engagement produced a board-defensible strategy and the organizational alignment required for execution at scale. Investment shifted from fragmented pilots to deliberate, outcome-linked capital allocation.
Outcome: Coordinated execution replaced fragmented experimentation.
Most AI strategies fail because the organization is not aligned, not because the technology is unavailable. We treated alignment as the primary deliverable and the roadmap as the mechanism.
Leadership could fund decisions, assign ownership, and execute with confidence because the strategy was built with them, not presented to them.