CASE STUDIES
Preparing a Mid-Stage Telehealth Company for Growth
Using the INSIGHT Framework, we partnered with a mid-stage telehealth clinical care company to conduct an operational readiness review in anticipation of rapid growth. Our goal was to assess and optimize the company’s current operations and technology to ensure they could scale effectively.
Approach
Discovery Dive: We identified inefficiencies in patient onboarding, clinician scheduling, and platform integration.
Hypothesis Mapping: Solutions focused on automation, improving clinician coordination, and upgrading the telehealth platform for scalability.
Insight Calibration: Collaborating with the leadership team, we refined strategies to align with their growth vision.
Clarity Report: We provided an operational roadmap with specific recommendations to enhance process efficiency and platform capabilities.
Outcome and Impact
Current State Analysis: Delivered a detailed evaluation of the company’s operational readiness for scaling.
Technology Architecture Assessment: Conducted an in-depth review of the telehealth platform, identifying areas for improvement.
Actionable Recommendations: Presented a set of strategies to immediately strengthen operations, enhance scalability, and improve product development.
Leveraging Interim Leadership to Stabilize and Optimize Virtual Clinical Operations
Using the INSIGHT Framework, JM Surette Advisors partnered with a fast-growing virtual healthcare company to address operational challenges, stabilize processes, and onboard a new EVP of Clinical Operations.
Approach
Discovery Dive: We conducted a thorough assessment of the virtual clinical team and operations, identifying inefficiencies in staff performance, clinician scheduling, patient intake processes, and telehealth platform integration.
Hypothesis Mapping: Solutions centered on stabilizing current operations by streamlining workflows, enhancing clinician coordination, and upgrading telehealth software to improve patient data flow and service delivery.
Insight Calibration: Collaborating with the leadership team, we established KPIs to measure operational efficiency, clinical outcomes, and remote team engagement, aligning with the company’s strategic goals.
Clarity Report: We developed a detailed roadmap outlining immediate stabilization efforts, optimized workflows, and a leadership transition plan, including recruiting and onboarding the new EVP of Clinical Operations.
Outcome and Impact
Operational Stabilization: Addressed key inefficiencies, reducing patient response times by 20% and improving clinician scheduling and utilization.
Process Optimization: Redesigned virtual workflows for patient onboarding and care delivery, resulting in improved consistency and service quality.
Leadership Transition: Successfully recruited and onboarded a new EVP of Clinical Operations within 90 days, ensuring continuity and scalability.
Sustainable Growth: Provided the tools, metrics, and processes necessary for long-term stability and operational success.
Guiding Strategic Growth for a Behavior Analytic Social Skills Development Center
Using the INSIGHT Framework, JM Surette Advisors partnered with the co-founders of a behavior analytic social skills development center to provide executive coaching and strategic advisory guidance. As the center faced increased demand, we helped the leadership team craft a five-year growth strategy to scale operations, expand offerings, and strengthen their leadership capabilities.
Approach
Discovery Dive: We began by assessing the co-founders’ leadership dynamics, operational challenges, and organizational goals. Through in-depth discussions, we explored their leadership styles and decision-making processes while identifying areas of alignment and opportunity. Our assessment uncovered inefficiencies in the center’s current operational model and highlighted the potential for growth in service delivery and market positioning. This discovery phase allowed the co-founders to establish a shared vision for the center’s future.
Hypothesis Mapping: Based on our findings, we identified key strategic growth areas to guide the center’s five-year plan. Introducing telehealth capabilities and digital tools emerged as a pivotal opportunity to expand the center’s reach beyond local communities. We also outlined plans for scaling infrastructure, including adding facilities and hiring specialized clinicians and administrative staff to meet growing demand. Additionally, we crafted strategies to strengthen the center’s market position as a leader in evidence-based social skills training for children and adolescents, balancing immediate priorities with long-term aspirations.
Insight Calibration: o refine the strategy, we provided one-on-one coaching sessions with the co-founders. These sessions focused on clarifying leadership roles, improving conflict resolution, and enhancing strategic planning and communication skills. Role clarity was emphasized to ensure effective collaboration and avoid overlap in responsibilities. We also guided the co-founders in developing strategies to engage key stakeholders, including parents, clinicians, and community partners, fostering trust and alignment across all levels of the organization.
Clarity Report: We compiled these insights into a comprehensive five-year strategic roadmap. This report detailed actionable priorities for scaling operations, expanding services, and strengthening leadership alignment, providing the co-founders with a clear path to sustainable growth and long-term impact.
Outcome and Impact
Leadership Alignment: The co-founders gained confidence in their respective leadership roles, with improved clarity and collaboration. This alignment positioned them to effectively execute their strategic plan.
Strategic Growth Areas Identified: The roadmap outlined clear priorities for immediate and long-term growth, including service expansion and geographic outreach.
Infrastructure Plan: A detailed framework for scaling operations and staffing was delivered, equipping the organization to meet increased demand.
Sustainable Growth Strategy: The co-founders now have the tools, processes, and leadership capabilities necessary to sustain growth and maximize their impact in the field of social skills development.