$90MEnterprise P&L responsibility

OPERATING SCOPE

1,100Global delivery team led

LEADERSHIP SCALE

$1.5BMedicaid/MMIS program environment

PROGRAM RECOVERY

$28M → $80MReported account growth over two years

BUSINESS RESULT

InteliGems Advisory — investment-value icon reinforcing evidence-based AI investment decisions.

Make AI Investment Calls on Value

Define unit economics, value hypotheses and success measures so leadership can decide whether investment should advance, change, wait or stop

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InteliGems Advisory — governance icon reinforcing defensible controls, oversight and evidence.

Build Defensible Governance

Establish controls, audit trails and decision rights that withstand buyer, board and regulatory scrutiny.

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InteliGems Advisory transformation icon highlighting senior leadership to reset stalled initiatives and program recovery.

Drive Transformation & Program Recovery

Add senior execution capacity to navigate alignment, transitions and recovery without permanent executive headcount.

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Accelerate Regulated-Market Readiness

Clear buyer, procurement and compliance hurdles that slow enterprise adoption and revenue conversion.

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SELECTED CLIENT CASE STUDIES

When the Mandate Was Tested in the Field

InteliGems Advisory e-discovery evidence review workflow

LEGAL · EVIDENCE GOVERNANCE

When the Litigation Clock Outran Traditional Review

42 days → 2.5 days

ACHIEVED FIRST-PASS REVIEW DURATION

CHALLENGE

A fixed litigation deadline and roughly 100,000 mixed documents made the review difficult. Pleadings and allegations complicated fact searches, and the protective order prevented sending documents to public AI models.

ACTION

Directed a private review workflow for a single tenant. The team separated four types of evidence, linked findings to original documents and kept privilege decisions and final approval with counsel.

RESULT

First-pass review fell from 42 days to 2.5 days. Documented privilege tagging errors also dropped from 9.8% to 1.5%.

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InteliGems Advisory governed RFP AI workflow illustration

FINANCIAL SERVICES · GOVERNED AI

When GenAI Experiments Had to Become Accountable Operations

97% final acceptance

MEASURED AGAINST AGREED WORKFLOW CRITERIA

CHALLENGE

A buy-side asset manager needed usable, context-specific RFP answers without unsupported claims, compromised oversight, or replacing an existing platform.

ACTION

Kept the existing RFP platform and added retrieval from approved sources, checks for question context, human review and repeatable acceptance gates.

RESULT

Final acceptance reached 97%, with an average response time of 55 seconds. The existing platform remained in place.

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MEDICAL DEVICE · COMMERCIALIZATION

Before Spending More, Which Civilian Market Was Worth Pursuing?

90+ → 30 days

MEASURED COMMERCIAL VALIDATION CYCLE

CHALLENGE

A military-tested IV platform had ten plausible civilian markets but no buyer commitments. Choosing the wrong starting market risked wasted capital, retooling and regulatory costs.

ACTION

Led buyer interviews and discussions with key opinion leaders, reviewed workflows and segment economics, and set Go/No Go decision gates. Urban EMS was ruled out.

RESULT

The validation cycle fell from more than 90 days to 30 days. The findings helped leadership decide where to invest and which markets to test next.

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01

Regulated Mid-Market & Enterprise Organizations

Healthcare, financial services, legal, public sector and other compliance-intensive teams with consequential operating decisions.

02

AI-Enabled Product & Go-to-Market Teams

Teams applying AI in products and workflows that need buyer readiness, measurable commercial outcomes and revenue growth rather than more prototypes.

03

Risk, Compliance, Legal & Operations Leaders

Leaders accountable for governance, evidence and risk who also face pressure to move faster with AI-enabled operations.

HOW WE WORK

Match the Engagement to the Mandate

We support executive mandates through focused advisory, fractional or interim leadership and execution support. Each offering is principal-led. What changes is the depth and continuity of involvement.

01 · DEFINED DECISION

Focused Advisory

Best when leadership needs a specific decision resolved.

Challenge assumptions, compare viable options and set the evidence, decision gates and operating conditions needed to proceed.

02 · CROSS-FUNCTIONAL DIRECTION

Program Leadership

Best when execution depends on alignment across functions.

Maintain senior direction across priorities, governance, stakeholder decisions and evidence of progress.

03 · SUSTAINED LEADERSHIP

Fractional & Interim Leadership

Best when the mandate needs sustained senior operating capacity.

Guide difficult transitions, commercialization or recovery without adding permanent executive headcount.

WHAT WE ADVISE & LEAD

Advisory Services

InteliGems Advisory executive leadership icon for fractional and interim operating capacity without adding permanent headcount.

Fractional & Interim Executive Leadership

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AI Strategy & Operating Model

InteliGems Advisory governance icon representing human oversight, decision rights, controls and accountable AI evidence.

Governance, Controls & Evidence

InteliGems Advisory go-to-market icon supporting buyer readiness, regulated procurement and commercial adoption.

Go-to-Market

InteliGems Advisory program recovery icon accompanying Transformation & Program Recovery, representing the realignment of stalled initiatives, accountabilities and execution.

Transformation & Program Recovery

InteliGems Advisory discovery icon for Program, Product & Workflow Leadership, illustrating the move from business requirements to decision gates and adoption.

Program, Product & Workflow Leadership

How Engagements Work

Start with the mandate and the decision at stake, then establish measurable evidence and the right level of senior involvement.

1
2

Establish Measures & Decision Gates

3

Select Engagement Model

4

Guide Execution

Bring the mandate

When important decisions need operating experience, get principal-led support.