Revitalizing Client Portfolio

Our client, a diversified healthcare partner serving over 6.7 million members through their health insurance, dental, vision, and reinsurance products, was undergoing major transformations to several business units and technology platforms across the enterprise.

Executive leadership was making decisions in siloed and one-off scenarios, leading to unclear paths to domains and workstreams or the true business value delivered throughout the transformation life cycles. Strategic planning and portfolio management processes struggled to ensure that transformations were delivering the desired future states.

The team developed a playbook for an integrated transformation roadmap to maintain comprehensive line of sight on the business values and key milestones for the major workstreams. The playbook detailed the visualization methodologies, the stand-up and maintenance governances, and standardized documentation, nomenclature, and taxonomy for the transformation initiatives. The team then iteratively customized the roadmap with the client to ensure clear visualizations, complete tracking of dependencies, and ease of use. Finally, the client and leadership were trained on the operating rhythm and roadmap use to maximize collaboration.

• With a clear line of sight across 65+ initiatives totaling >$250M/yr, executive leadership was able to articulate transformation goals and roadblocks, improving buy-in and resource planning.
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• Robust governance, operating cadences, and nomenclature strengthened organizational alignment for 50+ leaders across the business.
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• Comprehensive training and detailed strategic documentation enabled the client to operate the integrated transformation roadmap and incorporate it into strategic planning and portfolio management processes to capture the full value of the transformations.
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