Wellsense–PMO Transformation

Overview

Our collaboration with WellSense was a strategic initiative aimed at enhancing their organizational capabilities. Central to this effort was the fortification of their Project Management Office (PMO). While WellSense had a strong foundation in healthcare services, the primary goal was to refine their project management practices, making them more robust and adaptive. Furthermore, by strengthening the enterprise planning procedures, we sought to foster an environment where projects could not only be initiated efficiently but also seen to successful completion.

Areas of Enhancement

Upon our initial engagement, several areas were identified that could benefit from fine-tuning. While WellSense maintained commendable project management activities, there was room to refine and improve these practices. A unified approach to enterprise planning was necessary to bring cohesion across various projects and departments. Enhancing the consistency of project launches would ensure that all new initiatives aligned with the company’s vision and goals. Lastly, by standardizing the methodologies used in project coordination and operation, we aimed to introduce predictability and reduce overheads in their processes.

Challenge

The task at hand was multifaceted. Not only did we need to bring about a holistic transformation of WellSense’s PMO, but we also had the challenge of integrating seamlessly with their existing framework. Augmenting their team to align with the new PMO standards was essential to ensure the continuous flow of operations. Moreover, introducing and successfully marketing a new product within a mere six-month window was a significant undertaking. This rapid deployment was not just about speed but ensuring that the product met the highest quality standards and resonated with the target audience.

Solution

Our approach was systematic and methodical. By introducing cohesive PMO standards, we could ensure that project coordination was streamlined, reducing friction between teams and departments. This set of standards became the backbone for all project-related activities at WellSense. To facilitate a seamless PMO transition, we collaborated closely with the WellSense team, sharing insights, and ensuring knowledge transfer. The power of the PMO tools we brought to the table, including project plans, risk management strategies, and benefits analysis, was evident in the results. One of our crowning achievements was the successful launch of a new product in just six months without any complaints. This launch was a testament to our rigorous processes and the dedication of the WellSense team. Finally, by optimizing various facets of their operations, we were able to deliver over $5 million in cost savings for WellSense.

Platinum Dermatology Partners – Revenue Cycle Management & Process Alignment

Overview

Platinum Dermatology Partners, a national dermatology network, aimed to manage rapid acquisition growth and align processes, particularly with their offshore partner. They partnered with Kaeppel Consulting to maintain productivity and integrate workflows effectively.

The Challenge

Platinum Dermatology Partners faced several challenges:

  • Rapid Growth: Managing a rapid acquisition growth phase and aligning processes.
  • Offshore Coordination: Coordinating with an offshore partner to maintain productivity.
  • Process Alignment: Ensuring workflows and functions were balanced and integrated.

Our Solution

Kaeppel Consulting provided a comprehensive solution that included:

  1. Interim Management: Provided interim management to bridge the gap and maintain productivity during the transition.
  2. Workflow Integration: Integrated workflows and balanced functions across the organization, including the offshore partner, IKS.
  3. Technology Optimization: Utilized native systems, including BI tools, billing, electronic records collections, and Microsoft Teams for effective data management and communication.
  4. Performance Maintenance: Maintained performance levels and created a culture of excellence.

Results

Kaeppel Consulting’s efforts resulted in successful alignment of offshore and national teams, maintaining productivity and performance levels. The integrated workflows and optimized processes ensured smooth operations and supported the rapid growth phase.

Conclusion

Kaeppel Consulting’s expertise in revenue cycle management and process alignment enabled Platinum Dermatology Partners to manage their rapid growth effectively and maintain high performance levels.

Catawba – Revenue Cycle Transformation & Central Billing Office Optimization

Overview

Catawba, an integrated health system, sought to transform its revenue cycle and optimize its Central Billing Office (CBO) to address underperformance issues. They partnered with Kaeppel Consulting to enhance staff productivity, financial performance, and leverage technology more effectively.

The Challenge

Catawba faced several challenges:

  • Underperformance: Issues with staff productivity, financial performance, and structural inefficiencies.
  • Technology Utilization: Not leveraging technology effectively for optimal performance.
  • Performance Tracking: Lack of tracking for staff and performance KPIs.

Our Solution

Kaeppel Consulting provided a comprehensive solution that included:

  1. Revenue Cycle Transformation: Implemented new workflows and optimized billing systems to improve efficiency.
  2. Central Billing Office Optimization: Developed a new organizational structure and standardized data collection practices.
  3. Technology Integration: Upgraded the billing platform and integrated BI tools, electronic records, and Microsoft Teams for better data management and reporting.
  4. Performance Dashboards: Created executive dashboards to monitor financial and staff productivity levels.

Results

Kaeppel Consulting’s efforts resulted in a significant improvement in staff productivity, financial performance, and structural efficiency. The new organizational structure and optimized technology usage led to better data management and performance tracking, ensuring long-term success.

Conclusion

Kaeppel Consulting’s comprehensive approach to revenue cycle transformation and CBO optimization enabled Catawba to overcome underperformance challenges and achieve operational excellence.

Wellsense–Staffing

Overview

WellSense, a leading innovator in healthcare technology, sought to enhance their Project Management Office (PMO) to better manage their rapidly growing portfolio of projects. They needed skilled professionals who could seamlessly integrate into their operations and drive successful project outcomes. WellSense turned to Kaeppel Consulting for comprehensive staffing solutions to meet this critical need.

Challenge

Wellsense’s PMO faced several challenges:

  • High Project Volume: With an increasing number of projects, the PMO needed more hands on deck to ensure each initiative was managed effectively.
  • Diverse Skill Requirements: The PMO required a mix of roles, including Project Managers, Program Managers, Business Analysts, Project Coordinators, and Call Center Agents.
  • Rapid Integration: The new hires needed to quickly adapt to Wellsense’s processes and culture to maintain momentum on existing and new projects.

Our Solution

Kaeppel Consulting provided a tailored staffing solution that addressed Wellsense’s unique needs. Our approach included:

  1. Comprehensive Talent Sourcing: We leveraged our extensive network and rigorous selection process to source top-tier talent across all required roles. Our focus was on finding professionals with the right mix of skills, experience, and cultural fit.

  2. Role-Specific Expertise:

    • Project Managers: Delivered leadership and direction for various projects, ensuring they were completed on time, within scope, and on budget.
    • Program Managers: Oversaw complex, multi-faceted programs, aligning them with Wellsense’s strategic objectives.
    • Business Analysts: Provided critical analysis and insights, helping to identify and solve business problems and improve project outcomes.
    • Project Coordinators: Supported project managers in scheduling, documentation, and communication, ensuring smooth project execution.
    • Call Center Agents: Strengthened customer support operations, ensuring a high level of service for Wellsense’s clients.

  3. Seamless Integration: We facilitated a smooth onboarding process, allowing the new team members to quickly integrate into Wellsense’s PMO. Our ongoing support ensured they adapted to the company’s processes and culture, driving immediate and effective contributions.

 

Results

Kaeppel Consulting’s staffing solution delivered significant benefits for WellSense:

  • Enhanced Capacity: With a fully staffed PMO, WellSense was able to handle a higher volume of projects efficiently.
  • Improved Project Outcomes: The experienced professionals we provided contributed to better project planning, execution, and delivery, resulting in successful project outcomes.
  • Operational Efficiency: The integration of skilled Business Analysts and Project Coordinators streamlined processes, improved communication, and enhanced overall operational efficiency.
  • Customer Satisfaction: The addition of qualified Call Center Agents ensured that WellSense maintained high levels of customer support, leading to improved customer satisfaction.

Conclusion

Kaeppel Consulting’s customized staffing solutions enabled Wellsense to overcome their PMO challenges and achieve their project management goals. By providing skilled Project Managers, Program Managers, Business Analysts, Project Coordinators, and Call Center Agents, we helped Wellsense enhance their project capabilities and drive successful outcomes.

For more information on how Kaeppel Consulting can support your staffing needs, contact us today.