Operating models

The past, made portable.

A named model converts a past win into a future capability. Each of these was built inside the P&L it served, survived my departure, and is documented well enough to build again. That is the work: operating models and governance that make quality, experience, and margin move together.

Signature model

Clinical-Operational Dyad Leadership

Built at Prisma Health · VP Support Operations · 2021–2023

The problem

South Carolina's largest health system, 18 hospitals, 300+ practices, 1.2M patients, ran clinical and administrative functions against separate scorecards. Decisions stalled between silos, patient satisfaction sat at 55%, and 22 service lines carried duplicated cost structures after merger.

The model

Physician leaders paired with operational directors across six service lines, with shared accountability for quality, financial, and experience metrics. Escalation tiers resolve conflict below the executive level. A Value Management Office holds $22M accountable through benefit-measurement methodology, adopted by the CEO-level Executive Steering Committee, and the post-merger operating model consolidated 22 service lines into one patient-engagement infrastructure.

Paired leadership · one scorecard PHYSICIAN LEADERS OPERATIONAL DIRECTORS PAIRED ACROSS 6 SERVICE LINES ONE SHARED SCORECARD TIER 1 TIER 2 TIER 3 RESOLVED BELOW THE EXECUTIVE LEVEL
$17.5M
Annual savings, 22 lines consolidated
55 → 82%
Patient satisfaction
40%
Faster decision cycles
27 → 12
Primary-care wait, days

Why it transfers. Any organization where two functions optimize against different scorecards: clinical versus administrative, product versus operations, growth versus margin.

Signature model

Physician Adoption Framework

Built at Mosaic Clinical Technologies · 2025–Present · groundwork as Principal, 2023–2025

The problem

1,200+ radiologist owners across 12 practices, 60+ imaging locations, and four states, 33,000 daily studies, a population nobody has authority over, migrating off legacy voice recognition under hard contract deadlines while adopting an AI reporting platform.

The model

Triage structural barriers before applying behavioral change methodology, then route the adoption message through practice presidents rather than IT. A hospital AI security authorization framework anchored on HIPAA Covered Entity status sets the governance guardrails, approved at a Level 1 Trauma Center and adopted as the company template. A physician champion model at the highest-performing practice, 97% adoption, becomes the regional template.

Barrier triage · behavior · peer routing 1 · TRIAGE STRUCTURAL BARRIERS 2 · BEHAVIORAL CHANGE METHOD 3 · ROUTE VIA PRESIDENTS 97% CHAMPION PRACTICE ADOPTED AS THE REGIONAL TEMPLATE
67 vs 46%
AI-drafting vs reporting-only recommend
Zero
Patient safety incidents on migration
98.5%
ML escalation recall vs 41% benchmark
99.5%
Uptime through the transition

Why it transfers. Any AI rollout where the users are high-autonomy experts who cannot be mandated: physicians, engineers, attorneys, senior sales.

Operating instrument

Global Operations Model

Built at HCTec · VP Managed Services · 2017–2019

The problem

A $7M operating loss in a $41M healthcare IT services division with no operational infrastructure behind it: no standardized contracts, no customer success function, no scalable delivery structure.

The model

Standardized contract methodology and complexity-based pricing; a Customer Success Manager function built from scratch; requirements vetting and scope-change protocols that eliminate uncompensated work; training infrastructure cutting agent development from one year to 90 days. Built as an operating system, not a rescue, so it outlasted the tenure.

The build sequence CONTRACT PRICING CS FUNCTION SCALED
$7M → 22%
Operating loss to positive margin, 12 months
80 → 750+
Employees, quality rising
90th
Percentile KLAS rating
75%
At-risk contracts retained

Why it transfers. Turnarounds where the fix is an operating-model rebuild, not cost cutting: services businesses, post-acquisition integrations, shared-services and capability-center buildouts.

Operating instrument

Customer Risk Score & Rapid Resolution

Built at Dayforce, previously Ceridian · 2012–2016

The problem

A global support operation across the US, Mauritius, and India with NPS at -52 and a knowledge-hoarding culture protecting seven-hour hold times.

The model

The Customer Risk Score framework predicts at-risk accounts before complaints surface, with individual quality performance tied to customer outcomes. The Rapid Resolution concierge model protects top-tier accounts. A SaaS support operating-model transition and a Leadership and Development Series with defined career tracks close the loop, so proactive service becomes the default rather than the exception.

A closed loop, not a queue PREDICT RISK SCORE RESOLVE PROACTIVELY QUALITY = OUTCOMES LEAD DEVELOP PROACTIVE SERVICE BECOMES THE DEFAULT
-52 → +20
NPS, a 72-point move
$36M
At-risk recurring revenue retained
40 → 90%
First-call resolution
19 → 7%
Employee attrition, globally

Why it transfers. Any distributed service organization where culture, not process, is the constraint, and where proactive service must become the default.

Proof without a title

The models, applied on merit alone.

The independent chapter shows these operating models applied as a fractional operator, where every structural change held because the reasoning did, in front of clients who could have simply said no.

Read the independent chapter