Multi-site clinical network standardising service-line planning.
Evaluation criteria agreed, but the clinical finance lead has gone quiet since the pilot scoping call.
Next action — Re-engage the clinical finance lead with the pilot scope
Approve the pilot scope for two service lines
Nadia Farrow · Due Mar 13
Discovery
Service-line planning pain mapped.
Evaluation
Pilot scope pending approval.
Business case
Model built from pilot results.
Approve the two-service-line pilot scope
Nadia FarrowMar 13
Send the pilot success criteria
Priya RamanMar 2
Standardise service-line planning
Nine sites plan differently today.
Target: one shared template
Shorten the reforecast cycle
Quarterly reforecast takes three weeks.
Target: one week
Nadia — the pilot scope and evaluation criteria we agreed are here, plus the two items we need from your side.
Pilot scope viewed
Nadia Farrow · 3 minutes
6 days ago
Pilot scoping follow-up
Mon, Mar 16 · 13:00 PT
Nadia Farrow · Jordan Lee · Priya Raman
Nadia Farrow
Director, Clinical Finance
Jordan Lee
Account Executive
Priya Raman
Solutions Engineer
The rep sees what needs attention
One pipeline view, ranked by what actually moves. No dashboard archaeology.