Skip to content
SOCIAL ENTERPRISE ADVISORS
Menu

Engagements · Defined scope · Named lead

Senior judgment, with a clear starting point.

Compare the scope and timeline for each engagement below. A named principal leads the work, and you keep the findings whether or not you continue with us. Start with the area that fits your priorities.

Choose a starting point

Before choosing, explore the guide and sample deliverables.

Fees are scoped to your organization and the work involved, and agreed in the engagement agreement before work begins.

Govern AI

Led by Carmen Wiedenhoeft with our privacy and compliance lead

Most healthcare organizations are already buying AI: ambient scribes, prior-authorization tools, patient messaging, coding assistants. Few have a structure that says who owns each one, what it may decide, and what a human must still sign. We establish clear ownership, review requirements, and human controls, with ongoing governance support available.

Clinical AI Vendor Review

Per vendor

Any organization with an AI contract on the desk; investors reviewing a portfolio company · 2-3 weeks per vendor

View scope and deliverables →

Fractional AI Governance and Privacy Office

Monthly retainer

Organizations under roughly 1,500 staff that must name a privacy official and need someone accountable for AI · Monthly, twelve-month minimum

View scope and deliverables →

Modernize operations

Led by Carmen Wiedenhoeft

Thirty years of running operations at scale, from a $5B automation program to a national health-system deployment to a membership operation that runs today. We use workflow mapping to identify practical improvements, assess where agentic workflows fit, and build a costed plan for operations modernization.

Operations Modernization Review

Fixed fee

CEOs and COOs of 50-500 person provider organizations, MSOs, and health plan operations · 3-4 weeks, remote

View scope and deliverables →

Coverage Continuity Diagnostic

Fixed fee

Medicare Advantage plans, delegated medical groups, health systems with an enrollment function · 4-6 weeks

View scope and deliverables →

Protect data and get through the deal

Led by our privacy and compliance lead and Kurt Wiedenhoeft

Build a privacy program or prepare for a transaction with a clear view of your obligations, systems, and risks. Our privacy and compliance lead, a former Fortune 6 global privacy director, leads privacy review; Kurt assesses IT and security. Together they turn findings into a practical remediation plan.

Transaction Diligence and Readiness

Per target

PE roll-ups of clinics and MSOs, health systems acquiring practices, digital-health acquirers; owners preparing to sell · Inside the deal timeline

View scope and deliverables →

Run IT

Led by Kurt Wiedenhoeft

Understand the condition of your systems through a fixed-fee assessment, then discuss the support your team needs. Ongoing technology leadership, daily operations, and engineering are scoped separately against an agreed modernization roadmap.

Assessments

V28 Revenue Impact Diagnostic

Fixed fee

Medicare Advantage primary-care groups and MSOs · Typically 3 weeks from data receipt

View scope and deliverables →

Additional work

Risk-adjustment analytics (V28/RAF)

Coding-accuracy and documentation-gap reporting for Medicare Advantage groups, bidirectional by design

Monthly

Custom development

Fixed-bid applications and integrations

Fixed bid

Grant funding support

Funding-map and application support for grant-eligible IT work

separate engagement

Discuss your next priority.

Tell us what needs attention. In a 30-minute introduction, we’ll discuss your situation, relevant engagements, and possible next steps.

Arrange a 30-minute intro