Project (A): 

Computerize the patient and insurance billing process for a university medical school of 135 physicians with thirteen sub-medical specialties.

Role:  Senior Project Manager: Assistant Business Manager

Critical Process Components: 

Initiating, Planning, and Executing.

Brief Scenario: 

Physicians and their allied health support teams are completely focused on health care and our project to upgrade the billing system was a low priority to them. It started out to be a time-consuming struggle to gain their cooperation so we could identify their requirements, and effectively understand, and plan the project scope.  Typically these are the two most important  processes in every project and where experience is important; the ability to ask the right questions to elicit the information from stakeholders resisting the process is crucial. 

Solutions:

We knew the department chairman wanted to upgrade the antiquated and extremely inefficient billing system.  We scheduled a meeting with him and diplomatically explained the scenario.  He scheduled a meeting with the lead doctors for the thirteen sub-medical specialties where he introduced our project team, asking for their support.  We gave a presentation of the information we needed to collect from them and their personnel so we could plan the system conversion to meet their needs.  

Progress Results: We completed the project in 18-months. However, as technology was changing so quickly we continued to refine the existing new technology as it became obsolete. So the project was not closed for a long time. The physicians and their support teams were very pleased because patient billing and insurance complaints decreased dramatically.


Project (B): 

Market KPMG's (big-four accounting firm) healthcare consulting practice. 

Role:  Senior Manager

Critical Process Components: 

Initiating - (we needed a creative solution), Planning, & Executing.

Brief Scenario: 

KPMG's medical center audit clients were asking for ideas on how to connect with the people in their immediate proximity.  

Solutions: 

We focused on reviewing the healthcare market hoping to find consumer magazines that promoted health.  We used the long-standing publication, Prevention, which touted the benefits of nutrition and exercise, as our model.  We presented the plan to medical centers to promote prevention, which we called "Wellness".  The medical centers created exercise and nutritional programs for healthy people, which created a need for healthy people to utilize the medical center. These various programs evolved into yoga, and mother-baby care programs. 

Progressive Results: John Baumann published an article: "Healthy, Wealthy, and Wise" in KPMG's Focus that was distributed to KPMG's U.S. and international clients that helped to expand KPMG's healthcare consulting practice. 


Project (C): 

Open an office in Stockholm, Sweden for a health firm recruiting allied health professionals for U.S. medical centers.

Role:  Investor and Senior Project Manager 

Critical Process Components: 

Initiating, Planning, Executing, Monitoring, and Controlling.

Brief Scenario: 

U.S. medical centers experienced a severe shortage of nurses, physical and occupational therapists and were looking to recruit professionals from European countries. 

Solutions: 

Recruited well known physicians and marketing talent to advise management team and promote the company's international services, i.e. Dr. Nancy Lonsdorf and Dr. Deepak Chopra, both of whom are authors and inspirational speakers, and Margareta Arvidsson, former Miss Sweden and Miss Universe. 

Opened office in Stockholm negotiated an agreement with US Embassy to interview allied health professionals at the Embassy. The Marine Corps security set-up a separate security screening for the company's candidates to expedite the process. 

Prepared a direct marketing mailing to European allied health professionals; and organized presentations at Sweden's medical schools in Gothenburg, Malmo, Linkoping, and Lund. 

Called the Commanding Admiral for the US Navy Medical Corps and gained her support.  The company purchased a four page ad in USA Today International to promote its overseas recruiting services. As a result, US medical centers seeking allied health professionals gained the support of the US Air Force, Army, VA, and many private hospital companies e.g. Hospital Corporation of America.


Project (D): 

Create a health care recruitment publication for allied health professionals that would be unique in the market. 

Role:  Investor and Senior Project Manger

Critical Process Components: 

Initiating, Planning, Executing, Monitoring, and Controlling.

Brief Scenario: 

The publication cultured relations with medical centers' human resource departments.  Through these connections we learned there was a need for a unique recruitment publication that would attract recent graduates.  

Solutions: 

Created a full color publication that highlighted medical centers geographically. It included photos, and an easy to read side-bar providing the health care professional with easy to compare employee positions available and benefits. The publication averaged 109 pages. 

Progressive Results:  Sold the publications to a competitor.