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Trusted across the Salesforce HLS ecosystem
Common challenges
We see the pains in healthcare every day
An AI mandate without a framework
Pressure to adopt AI without a method for determining which problems are actually AI problems.
Manual workflows
Call notes, eligibility review, and data entry consuming staff capacity.
Fragmented data
Disconnected CRM, EHR/ERP, and marketing systems that block AI initiatives before they start.
Compliance and governance risk
Bias, drift, and HIPAA considerations that stall AI initiatives in review.
Prior automation that failed to stick
Tools that sat adjacent to the workflow instead of inside it.
Unclear business case
Time savings alone don't justify investment; revenue, denial rates, and retention need to be part of the case.
Who this is for
Built for leaders accountable for outcomes
CEOs
Looking to identify low-hanging fruit to optimize value across the business using AI to drive revenue.
Functional team leads
Under pressure to fill value gaps and reduce operating costs.
Cross-functional leaders
Seeking streamlined workflow ownership and efficiencies.
The process
How we engage
Each use case is scored against the six characteristics of a good agentic solution: outcome-driven, workflow-embedded, human-in-the-loop, context-aware, and continuously measured and governed.
01
Pre-kickoff survey
Current systems, data landscape, and top workflow frustrations, captured before we ever meet so session time goes to substance.
02
Project kickoff
Align on goals and challenges, participants, and timeline with your stakeholder team.
03
Use case and value discovery
Three working sessions that surface where AI genuinely relieves pain in your workflows.
04
Use case review
We score and prioritize every candidate use case with your stakeholder team using the six agentic criteria.
05
Roadmapping call
We walk the path from your current state to an implemented AI solution, with effort, lift, and governance defined.
Our solution, your team
Led by industry leaders with unparalleled experience
Michael Vukovich
Founder & CEO
Business Transformation Visionary since 2011
8x certified
8x certified
Tiago Ruivo
CTO
13 years working in Salesforce
30x certified · Salesforce CTA
30x certified · Salesforce CTA
Sabrina Perez, MD
Engagement Director
8 years working in Salesforce
8x certified
8x certified
4.9
CSAT
150+
Projects
20
Certified experts
Deliverables
Two artifacts.
The Use Case Guide
A prioritized set of validated AI use cases, formatted for internal distribution so your champions can show progress and direction.
Business outcomes and KPIs for every use case
Human-in-the-loop design for regulated environments
A clear go/no-go call on what's actually an AI problem
The Implementation Roadmap
A phased plan that shows exactly what effort and lift stand between you and your desired state.
Sequenced phases with effort estimates
Data prerequisites and governance checkpoints
Salesforce and Agentforce product mapping
$5,000
Covers all sessions, analysis, and both deliverables.
Our work
AI outcomes we've delivered.
Healthcare · Provider
CancerNavigator
Automated call notes and accelerated eligibility outreach with AI acting strictly as an assistant. Clinical staff review and approve every suggestion, and each recommendation ships with a rationale for full transparency.
Healthcare · Medtech
Mednet Solutions
AI-driven digital engagement built on Agentforce and Service Cloud: real-time chat for authenticated and unauthenticated users, with Omni-Channel routing so a human is always one escalation away.
FAQ