Winning with Intelligence
Institutional memory
Northwell PMO
Healthcare · PMO Transformation · $3.4M
Project evidence detail
This record feeds citations, personnel matching, partner strategy, Go/No-Go scoring, and proposal draft grounding.
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Northwell PMO
FreshHealthcare · PMO Transformation · $3.4M
Reduced portfolio reporting cycle time by 42% across 11 workstreams.
Key personnel
Avery Brooks, Dr. Samira Chen
Citation usage
31 generated sections
Veridian Health
FreshHealthcare · Data Governance · $1.9M
Implemented SOC 2-aligned controls for protected data workflows.
Key personnel
Mina Patel, Jordan Lee
Citation usage
27 generated sections
Lakeside Care Network
Review SoonHealthcare · Operating Model · $2.2M
Consolidated 5 intake models into a single governed delivery playbook.
Key personnel
Avery Brooks, Noah Grant
Citation usage
22 generated sections
Horizon Bank
StaleFinancial Services · Risk Transformation · $4.8M
Cut risk committee prep effort by 35% and improved evidence traceability.
Key personnel
Mina Patel, Elena Ruiz
Citation usage
18 generated sections
Project evidence record
Northwell PMO
Healthcare · PMO Transformation
Contract value
$3.4M
Confidentiality
Confidential
Challenge
Fragmented executive reporting and inconsistent workstream governance across a fast-growing healthcare transformation portfolio.
Solution
Built a PMO operating rhythm with executive dashboards, risk forums, and standardized workstream controls.
Outcome evidence
Reduced portfolio reporting cycle time by 42% across 11 workstreams.
Win themes
Differentiators
Personnel evidence
Final proposal
proposals/northwell-pmo-final.pdf
Source document
source/northwell-pmo-case-study.pdf
Partner history
Davis & Partners LLC
SubChange management, Training rollout