Three engagements. Each one different. The thread through all of them — decisions that had been circling for months were finally made.
From a 10-person founder-led company to a $1.7 billion global institution — the work holds.
Each engagement is different. The pattern holds.
ATLANTA-BASED HEALTHCARE SAAS · INC. 5000 · ACQUIRED BY RELATIENT 2021
Radix Health (now Relatient)
The challenge
A founder-CEO navigating a critical SaaS transition with competing priorities pulling in two directions — large hospital systems demanding one kind of product, long-standing private practice clients expecting another. No shared way to decide which clients to pursue or where to focus limited engineering and product capacity.
Our approach
Two annual strategic planning retreats (2019–2020). Resolved the customer segmentation question, established decision rights and domains, defined long-term strategic architecture, and aligned the leadership team on quarterly priorities for the first time. The company was subsequently acquired. A board member with multiple healthcare software exits described the retreat as the best he had experienced across his entire career.
"I've done a bunch of these over the years, dozens, and this is the best one I've ever done."
— Jim Denny, Board Member, Radix Health
NORTH CAROLINA · MEDICAID IMPLEMENTER · $150M ORGANIZATION
Community Care of North Carolina
The challenge
North Carolina's designated Medicare and Medicaid implementer — a federally funded network serving more than 1.6 million Medicaid beneficiaries. The organization's near- complete dependency on federal funding had become a strategic and financial risk.
Our approach
Led a pivot from sole federal dependency to commercial engagement with Fortune 10 and Fortune 20 payers — developing strategy, service offerings, and go-to-market approach — while navigating two boards with active resistance to the shift. A 5-year strategy was delivered and formally adopted. Followed by four months of interim operational leadership, building the infrastructure the incoming COO inherited.
HABITAT FOR HUMANITY INTERNATIONAL · GLOBAL INNOVATION HUB · $1.7B ORGANIZATION
Terwilliger Center for Innovation in Shelter
The challenge
Established through the largest individual gift in Habitat for Humanity's history — $30M committed and $30M contingent on strategic decisions that shaped the direction. The center's mandate was to replicate the proven success of MicroBuild — the Center's flagship housing finance initiative - at scale, with dozens of competing opportunities and four independent stakeholder groups, each with the ability to block.
Our approach
Led strategy across three separate engagements from 2018 through 2022. Converted institutional resistance to board endorsement. The board approved a multi-year strategy the organization owned and implemented. Retained for follow-on work across four years.