CASE STUDY

Bridging the Gap Between Strategy and Execution

How we helped a large healthcare organization troubleshoot a high-risk patient initiative by embedding alongside their analytics team

Client Background

Client: A large healthcare organization with both ACO REACH and Medicare Advantage programs
Internal Team: Mature analytics team with strong technical capacity

The organization had recently launched a new high-risk patient engagement initiative supported by a third-party app. The goal was to proactively manage complex patients beyond the traditional PCP visit. A dedicated team had been formed to use this app to coordinate care and improve outcomes.

But something wasn’t working.

Despite the investment and planning, adoption of the app was extremely low. Leadership had no visibility into what was happening—no workflows, no reports, no data.

The Challenge

Although the internal analytics team had the technical firepower, they lacked the operational context to build meaningful reports for a brand-new initiative. There were:

  • No existing data pipelines

  • No understanding of workflows behind the app

  • No reporting structure to track engagement or outcomes

And most importantly: no one knew why the app wasn’t being used.

“We didn’t need another dashboard. We needed someone who could sit with our teams, understand what was actually happening, and make the data useful. Valuable Insight filled that gap better than we imagined.”

— Director of Population Health Programs

Our Approach

We embedded alongside their analytics team to bridge the operational gap.

  • We interviewed frontline care coordination teams, mapped out the real workflows, and uncovered process gaps

  • We worked with internal stakeholders and the third-party app vendor to clarify data availability and structure

  • We identified a critical issue: patient-team member mapping was broken. Many staff didn’t know which patients they were supposed to manage

This simple but essential disconnect explained the poor adoption and lack of reporting.

We helped them resolve the issue by working with IT, EHR teams, and the vendor to repair the mapping and standardize data flows. Once fixed, we:

  • Built an automated Excel-based operational report to monitor engagement

  • Handed it over to the internal analytics team, who translated it into a Power BI dashboard for long-term monitoring

The Outcome

Insight Unlocked

A simple data mapping issue blocked the entire workflow.

We identified and resolved the root cause, unlocking team coordination and app adoption.

From Workflow Mapping to Full Rollout

We didn’t just report on progress—we enabled it.
By understanding operations and aligning stakeholders, we helped the team move from confusion to clarity.

The app became usable and actionable—team members finally knew which patients they were responsible for

  1. Leadership had clear visibility into program adoption and performance

  2. The analytics team was able to take over long-term ownership using a structure that made sense

Why It Worked

We didn’t come in with tools—we came in with questions, empathy, and execution

  1. We respected the strength of the internal team, and focused on what was missing

  2. We moved fast, worked across departments, and delivered clarity in the middle of confusion

Need an Embedded Analytics Partner to Bridge the Gaps?

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