$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

WHERE OUR OPERATING EXPERIENCE MATTERS

Situations Where Principal Operating Leadership Changes Your Result

Current State

The business needs to change. Is your organization keeping pace?

Is the organization ready to redesign how work gets done?  Growth, acquisitions, modernization, regulatory change and evolving technology can require a different operating model where people, processes, systems and management responsibilities must change together. Leadership may know where the business needs to go without a clear view of whether teams, skills, workflows across functions, decision rights and systems can support the new way of working.

What Is at Stake

Layering new models onto fragmented workflows can overwhelm teams and risk stalling core execution. Delaying necessary change can be equally costly, allowing competitive, regulatory, or operating pressures to grow.

Better Condition

An assessment grounded in evidence of how work gets done across people (roles) and teams, skills, workflows across functions, decision rights, data, governance and technology, including where AI changes how work is performed, coordinated and governed.

Prioritized changes with named owners and a practical transition plan that addresses dependencies and defines success measures. Change carried into daily operations, with adoption and performance measured against business outcomes, not merely implementation milestones.

See Our Case Studies
Current State

AI or technology investment is not producing operating value.

Technology may be deployed, but adoption, workflow performance or measurable benefits are falling short of business expectations.

What Is at Stake

Spending continues without clear evidence of productivity, operating improvement or justified returns. Market shifts can erode the current approach or make it obsolete.

Better Condition

Governed workflows operating in the business, with human oversight, clear acceptance criteria and evidence of adoption, performance and realized value.

See Our Case Studies
Current State

The strategy is clear. Execution is drifting. Leadership is stretched.

Ownership and decisions are fragmented across functions. Unresolved dependencies and daily operating demands consume the capacity needed to execute critical priorities.

What Is at Stake

Delays and rework compound while strategic work stalls. Leadership remains occupied with immediate problems instead of producing the results the business needs.

Better Condition

Mandates aligned with priorities, clear decision ownership, governance, risk controls and success KPIs. Cadence and practical executive rhythm established. Confidence restored and delivery goes 0 to 1.

See Our Case Studies
Current State

Commercial traction is unproven, slowing or plateauing.

Promising offerings still need identifiable buyers. Buyer fit, pricing economics, procurement barriers or competitive pressure can limit adoption and revenue.

What Is at Stake

Delayed validation can result in lost opportunities as nimble competitors establish buyer relationships and market position that later become harder to reclaim.

Better Condition

Buyer validated demand, tested commercial economics and a credible path to revenue before further investment.

See Our Case Studies
Current State

The next investment or operating decision needs better evidence.

Critical decisions can occur in a vacuum when value assumptions are untested, alternatives are poorly understood and decision rights are unclear.

What Is at Stake

Premature commitments put capital at risk. Waiting too long also allows competitors to advance, opportunities to narrow and leadership credibility to erode while necessary evidence remains unresolved.

Better Condition

Tested assumptions, evidence based alternatives and clear decision authority to advance, change, pause or stop, with practical decision gates, controlled evidence and audit trails that withstand board and regulatory scrutiny.

See Our Case Studies

CLIENT FIT

When to Engage Us

For boards, investors and P&L owners with mandates that need practical operating leadership to produce results, not another planning cycle.

01

Boards, Sponsors & Private Equity Partners

THE MANDATE

Portfolio or company decisions where capital, thesis, or governance gates cannot wait on another 90-day planning cycle.

THE VALUE

Evidence that consequential decisions are vetted to reduce risk, with clear decision gates and governance for execution.

02

Chief Executive Officers & P&L Owners

THE MANDATE

Commercial traction unproven, AI investment not producing expected value or velocity, execution drifting, or transformation stalling despite clear strategic priorities.

THE VALUE

Principal led operating leadership to validate buyers, restore ownership and cadence, and accelerate 0 to 1 delivery.

03

Regulated & High Accountability Environments

THE MANDATE

Healthcare, financial services, legal, public sector and similar settings where operating decisions face buyer, board and regulatory scrutiny.

THE VALUE

Execution that produces evidence under regulatory scrutiny, audit trails and compliance constraints.

WHAT WE ADVISE & LEAD

Advisory Services

Executive decision support first, then the operating leadership to carry decisions into measurable results.

NEW SERVICE
DECISION-LED ADVISORY

Investment & Operating Decisions

Decide what should advance, change, pause, or stop.

Assess business value, investment risks and strategic alternatives. Establish the evidence and decision gates needed for accountable action.

EXECUTIVE DECISIONS

Advance
Change
Pause
Stop
See Our Case Studies

FIVE SUPPORTING OPERATING CAPABILITIES

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

Commercialization & Go-to-Market

InteliGems Advisory AI strategy icon illustrating how prioritized opportunities lead to operating-model decisions and measurable outcomes.

AI Strategy & Value Realization

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

Operating Execution & Program Recovery

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

Governance, Controls & Evidence

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

Transformation & Change Management

SELECTED CLIENT CASE STUDIES

When the Mandate Was Tested in the Field

LEGAL · EVIDENCE GOVERNANCE

When Traditional Review Could not Meet the Litigation Deadline

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%.

Read Full Case Study →

FINANCIAL SERVICES · GOVERNED AI

From AI Strategy to a Governed RFP Workflow

97% first shot accuracy

MEASURED AGAINST AGREED WORKFLOW CRITERIA

CHALLENGE

A buy-side asset manager needed AI-supported RFP responses that stayed accurate and source-linked, used  guardrails and the existing platform.

ACTION

Kept the existing RFP environment; added approved-source retrieval, question-level context checks, human review, and repeatable acceptance gates.

RESULT

97% final acceptance · 55 sec average response · platform remained in place.

Read Full Case Study →

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.

Read Full Case Study →

HOW WE WORK

Match the Engagement to the Mandate

We support executive mandates through focused advisory, continuing program direction or sustained senior leadership. The level of involvement depends on the decisions, execution demands and leadership capacity the mandate requires.

01 · DEFINED DECISION

Focused Advisory

Best when: A consequential investment, operating, governance or commercial decision needs to be resolved before committing further resources.

Test assumptions, compare viable options and establish the evidence and decision conditions needed to proceed.

02 · CROSS-FUNCTIONAL DIRECTION

Program Leadership

Best when: Transformation, integration, AI initiatives, commercialization or program recovery requires continuing senior direction across teams and functions.

Resolve competing priorities, clarify decisions and dependencies, and maintain direction as client teams and providers execute.

03 · SUSTAINED LEADERSHIP

Fractional & Interim Leadership

Best when: A critical transition, growth or recovery mandate requires experienced senior operating or commercial leadership without permanent executive headcount.

Provide defined leadership capacity, advance critical decisions and maintain continuity through transition or recovery.

How Our Engagements Work

Start with the decision or mandate. Agree on the scope, decision gates and accountabilities, timelines, expected outcomes before selecting the level of senior involvement needed to move the mandate forward.

1
2

Establish Measures & Decision Gates

3

Select Engagement Model

4

Guide Execution

START WITH THE MANDATE

Put principal-led experience on the mandate.

An investment to validate, a transformation to lead, a program to recover, or a new market to build. Work directly with the principal responsible for the engagement.