Case Studies / Strengthening Medical Affairs Support Team

Strengthening Operational Excellence Across A Medical Affairs Support Team in Vancouver

Streamlining workflows, improving visibility, and building scalable systems

The Challenge

This multi-site healthcare organization relied partially on a centralized support team to deliver administrative and operational services to care facilities across credentialing and reappointment functions.

Over time, increasing demand exposed significant operational strain. Processes were highly manual, inconsistent across functions, and difficult to track. Roles and handoffs were unclear, technology was underutilized, and leaders lacked real-time visibility into workload, progress, and bottlenecks. As a result, capacity was stretched, turnaround times slowed, and trust between the Support team and care facilities began to erode.

Compounding the challenge, financial constraints meant transformation had to be achieved without significant new system investment.

Our Approach: Operational Excellence in Action

We partnered with the organization to strengthen Operational Excellence by simplifying how work flowed, improving visibility, and maximizing the value of existing tools and resources.

Operational Excellence

Our work focused on reducing friction in day-to-day execution and creating systems that could scale with demand.

Together, we:

  • Mapped current-state workflows across credentialing and reappointment to identify duplication, bottlenecks, and unnecessary handoffs
  • Standardized processes and clarified ownership to improve consistency and accountability
  • Leveraged existing platforms (including Smartsheet, DocuSign, and Power BI) to automate tasks, track progress, and surface real-time data
  • Introduced dashboards and KPIs to provide visibility into workload, turnaround times, and service delivery
  • Reduced manual effort and consolidated data into accessible, collaborative tools to improve continuity and coverage
  • Embedded feedback loops with care facilities to ensure workflows reflected operational realities and priorities

Rather than adding complexity, the focus was on making the work simple, clear, and more reliable.

Results

As workflows were streamlined and visibility improved, the organization experienced tangible operational gains:

  • Reduced manual workload through targeted automation across multiple functions
  • Improved turnaround times for credentialing and reappointment processes
  • Greater transparency into workflow status, risks, and bottlenecks through real-time dashboards
  • Increased team capacity by redistributing effort to higher-volume, higher-impact areas
  • More consistent service delivery across care facilities
  • Improved data integrity and audit readiness

Operational work became easier to manage, measure, and improve.

The Impact

Operational Excellence enabled the organization to move from reactive administration to proactive execution:

  • Support teams operated with clearer workflows, ownership, and priorities
  • Leaders gained confidence in the reliability and scalability of operational systems
  • Care facilities experienced more timely, consistent support
  • Capacity was freed to focus on improvement and future-state planning rather than manual workarounds
  • The organization built a strong operational foundation to support future automation and AI-enabled workflows

Efficiency improved — but more importantly, confidence in how work moved through the system was gained.

Why This Matters

Operational Excellence isn’t about working harder — it’s about building sustainable systems that work. This engagement demonstrates how simplifying workflows, improving visibility, and maximizing existing tools can unlock capacity, reduce friction, and support sustainable execution — even in financially constrained environments.

Operational Excellence as Part of the True Change Blueprint™

This engagement reflects the Operational Excellence pillar of the True Change Blueprint™ by turning strategy into action through streamlined systems, clear workflows, and visible performance. When paired with Strategic Foundations and Leadership Elevation, it ensures results are not only achieved but sustained.

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