The Engagement JourneyFrom Bootcamp to Enterprise Scale

Start with a one-week bootcamp on your real operational data. Prove value before you commit. Scale when you're ready.

1-Week to Value Your Data, Your Team No IT Overhaul

Limited to 2 bootcamps per month to ensure dedicated focus.

Start with a 1-Week Bootcamp

Everything else follows from what you see there.

Bootcamp

1 week

Start Here

Objective: See your workflows on Operon, build your first live operational scoreboard, and walk away with your team owning it.

What Happens This Week

  • Workflow walkthrough map your current UM, CM, pharmacy, quality, or appeals operations
  • Live scoreboard built on your real operational data, not a demo dataset
  • Bottleneck identification see where cases stall, why, and what breaches SLA
  • Team hands-on-keyboard your ops leads run the platform, not our consultants
  • Go/no-go decision ready enough evidence to decide next steps by Friday

Operational Baseline

2-4 weeks

Measure

Objective: Measure your workflows, establish performance baselines, and define a pilot-ready plan.

What You Get

  • Workflow selected + baseline measurements (unit cost, labor hours, cycle time)
  • Workflow + measurement map (events, handoffs, systems, data sources)
  • Validation owner identified (who signs off "impact is real")
  • Top 3 hypotheses to test in the pilot (next-quarter candidates)
  • Pilot-ready scope + success criteria (so the pilot is execution, not debate)

Low-IT Pilot

6-10 weeks

Prove

Objective: Surface process bottlenecks, resource gaps, and AI impact for one workflow in production - with minimal IT lift.

What You Get

  • 3-5 data sources connected via lightweight integrations (extracts / read-only views)
  • Adoption & resource map (who handles what - human, AI, vendor - and how often)
  • Process diagnostics (bottlenecks, rework loops, SLA risk, cycle-time drivers)
  • Operational scorecard + executive readout (process health, unit economics, AI impact)
  • Actionable improvement plan (top interventions, owners, expected KPI movement)

Enterprise Scale

Ongoing

Scale

Objective: Run Operon as your operational control plane. Expand across workflows with predictable, ROI-based pricing.

What You Get

  • Add workflows as you expand (prior auth, appeals, care coordination, referrals, digital outreach)
  • Custom Executive Scorecard + CFO Attestation Pack (process, cost, and AI impact)
  • Dedicated success lead + quarterly operational reviews
  • AI Adoption & ROI measurement activates automatically when AI agents detected in workflow data
  • Flexible billing commit annually or pay monthly/quarterly actuals

Phase 1: The Bootcamp

One week. Your data. Your team at the controls. Here's what happens.

01

See how Operon maps to your clinical operations

Walk through your current workflows - UM case queues, CM outreach, pharmacy PA, quality gaps, or appeals intake. Identify the bottlenecks. See where live visibility changes the game.

02

Build your first live operational scoreboard on real data

Hands-on-keyboard. Your actual operational data - cases, touches, gaps, decisions. Your team connects the workflows and sees bottlenecks in real time.

03

Your team owns it by Friday

Not a handoff to IT. Your UM directors, CM leads, quality analysts, and pharmacy ops understand the platform and are ready for production rollout.

No matter how many dashboards you've built or vendors you've tried - UM reviews still take too long, care management can't prove impact on quality, pharmacy PA queues keep growing, appeals keep coming, and your Stars data is always 6 months stale.

Give us one week with your actual operational data. We'll show you a different way - or we'll shake hands and walk away.

Why Bootcamps Work

Your data, not a demo

We run on your real operational data - UM cases, CM outreach logs, pharmacy queues, quality gaps, appeals. The results you see are the results you'll get.

No IT overhaul required

We connect via lightweight data extracts and read-only views. Your existing UM platform, CM system, and claims warehouse stay completely untouched. No system integrations, no IT tickets, no rip-and-replace.

5 days, not 12 months

Skip the 6-month pilot. See live operational visibility this week, decide next week.

Your team drives

This isn't a vendor demo. It's a hands-on-keyboard sprint with your clinical ops team at the controls.

Measuring what actually matters

Most operational dashboards track activity. Operon tracks impact - unit cost, cycle time, labor hours, and the connection between what your teams do and what your quality measures show.

One week to prove what took others years

Your team has been patching clinical ops visibility with spreadsheets and vendor reports. The bootcamp replaces years of workaround-building with a production-grade operational scoreboard in 5 days.

What You'll Build This Week

Every bootcamp produces working deliverables, not slide decks. Here's what your team walks away with.

UM Visibility

Live case flow with bottleneck detection. See which PA cases are stuck, why, and what's about to breach SLA - in real time, not a weekly report.

What You'll Measure

  • Cycle time per case type - by queue, reviewer, and decision category
  • SLA breach rate by queue - with early warning alerts for approaching deadlines
  • Throughput by reviewer - cases processed, pending, and bottleneck identification

Care Management Impact

Outreach linked to gap closures. Prove which CM touches actually move HEDIS measures. Connect activity to outcomes.

What You'll Measure

  • Touch-to-closure conversion rate - which outreach types close which gap types
  • CM hours per gap closure - labor efficiency by measure and intervention
  • Outreach ROI by measure - cost per gap closed, ranked by impact

Quality & Stars

Real-time Stars measure tracking. Mid-year course correction. See if clinical actions are moving measures now, not 6 months from now.

What You'll Measure

  • Projected vs. actual rates - by measure, updated from operational data
  • Operational driver analysis - which clinical actions move which measures
  • Gap-to-target delta - real-time distance to Stars thresholds

Pharmacy PA

Real-time specialty drug queue visibility. See where GLP-1 and biosimilar cases bottleneck and which are approaching deadline breach.

What You'll Measure

  • Queue depth by drug class - GLP-1, biosimilar, specialty tiers separated
  • Time-to-decision by complexity - standard vs. peer-to-peer vs. exception cases
  • SLA breach risk by priority - upcoming deadlines ranked by urgency

Appeals & Grievances

Upstream root-cause visibility. Trace every appeal back to the operational failure that caused it.

What You'll Measure

  • Appeals by root cause - categorized by upstream decision type
  • Decision-to-appeal conversion rate - which UM decisions generate the most appeals
  • Preventable appeal rate - percentage traceable to operational failures

Delegated UM Oversight

Independent vendor performance scorecards. See delegated UM partner SLA compliance from your own data, not their self-reported numbers.

What You'll Measure

  • Vendor turnaround vs. contractual SLA - actual performance against commitments
  • Decision consistency across vendors - variation in approval rates and patterns
  • Outlier detection by case type - flag vendors deviating from expected patterns

Who should attend

Bring 3-5 people from your team. No IT staff required for the bootcamp.

The workflow owner

VP or Director who owns the clinical operation. Sets priorities, defines what 'better' looks like.

Frontline leads

1-2 people who run the day-to-day. They know where cases get stuck and why workarounds exist.

Data or analytics

Optional. Someone who knows where the operational data lives. Helpful but not required - we'll find it together.

Ready to see Operon on your workflows?

Tell us about your clinical ops challenge. We'll schedule your bootcamp within the week.

No commitment to purchase
Your data, your workflows, your results
5 days from kickoff to live visibility

No PHI required. BAA available on request.