Advisory & Due Diligence Services for Healthcare PE/VC as well as Product Strategy, Product Development, Technology Strategy and Cyber Security Services for startups and PE backed healthcare and SaaS firms. Seed Stage Investing in Healthcare Tech Startups.Select Assignments:- Telehealth Venture Creation - stealth mode- Engaged by a $2.5B PE backed PBM, Drug Cost Management, Pharmacy Technology and Services firm to help with Product and Technology strategy in 2022.- Engaged by Walmart to develop an Integrated Specialty Pharmacy offering using broad Walmart Health capabilities, with a focus on providing Best in Class Patient Engagement and Prescriber Integration, supported by Digital Solutions in 2022.- Engaged by Avita (PE backed firm) in 2019 to help acquire and integrate five regional HIV / 340B Pharmacy entities and develop the nation’s number one HIV Therapy Management + 340B Administration Platform. The two year "Remediate - Integrate - Differentiate" engagement included:⠀⠀» Tech/Product Due Diligence, remediation and integration of all five acquired entities⠀⠀» Identification and assessment of Target Market, Key Personas and Unmet Needs⠀⠀» Development of differentiated, market facing technology solutions to serve the most underprivileged and underserved patients in the country, and the clinics that take care of them⠀⠀» Leading technology, product development and information security efforts⠀⠀» Selection and adoption of modern Operating Systems as well as Cloud, SDWAN, Edge Security, MSP and MSSP services.- White Label Integrated Telehealth + Pharmacy Platform Developed (as a JV) in 2019.- 340B + Drug Spend Management SaaS JV in 2015, exit in 2018.

Advise on sourcing, due diligence and post transaction growth initiatives for healthcare technology / SaaS, Pharmacy Technology & Pharma Services firms.

Mentor founders and teams of Healthcare Technology / SaaS Startups at the Accelerator on developing and growing new products, raising capital, go-to-market strategy, growth strategy and scaling technology enabled organizations.

Engaged by PSG - the nation's leading drug spend management firm, to help build and grow cloud based, SaaS solutions leveraging big data, advanced analytics and machine learning to solve one of healthcare’s biggest challenges – RISING DRUG COSTS.I worked with outstanding colleagues to: - Build and Launch PSG's SaaS Drug Spend Management Platform - Artemetrx Monitor with a 250K member health plan, helping them realize 20M+ annual savings. Multiple Patents Pending. - Launch commercial software development services and grow the Artemetrx Monitor platform from 250K members in 2016 to 25M+ members in 2018. - Scale 340B Link Solution to 80+ Sites by providing a SaaS B2B drug ordering / procurement optimization portal, developing APIs to integrate with all major inventory systems, pharmacies, wholesalers/suppliers and launching Specialty Solution to support access to Biologic Drugs. Lead to the eventual sale of the 340B Link business to Omnicell for $225M (6.4x Revenue) - Hire and lead Product Strategy / Management / Innovation (SVP - Product Mgmt), Data Science, Product Engineering (VP-Product Engineering x2), IT (CIO) and Information Security (CISO) teams. - Establish and oversee a robust information security program protecting the information of 50 million+ patients from ongoing cyber attacks - with no breaches. Achieve and maintain SOC 2 Type 2 Certification and HIPAA compliance. - Move all PSG corporate systems to the cloud, paving the way for data center shutdown.

Hired to setup architecture, product and solution design practices to support OptumRx’s transformation from a captive service provider to a commercial PBM. Accountable for Business Architecture, Demand Shaping, Technology Strategy, Technology Products and Solution Design. My team:- Designed OptumRx Sync "Medical+Pharmacy" Analytics and Care Optimization Solution - Scaled up the application portfolio to address commercial requirements and volumes (12 million new members and 33% increase in claim volume) - Established new technology stacks (3x cheaper, 2x faster to market in POC)- Rationalized the application portfolio ( established core, initiated retirement of legacy > $5M annual reduction anticipated)- Initiated design of new products : Electronic Prior Authorization, Dynamic Pricing, MSMS/Hassle Free Refills – Pharmacy Automation, Web Renewal Transfer and new Fill – self serve and Miracle Gro Pharmacy CRM to improve operations (23% SGA reduction) and trade value ($2M/mo).- Introduced pace layering to use different cadence for managing core OLTP, BPM/BI and consumer engagement systems.- Piloted a new development approach - delivering a minimally viable service management solution within 90 days of initial engagement. Reduced AHT by 15 seconds and obviated 10% of follow up calls generating $10M/year savings.- Developed inital Merger Integration IT Strategy and going in position for the proposed $12.8 Billion acquisition of CTRX.https://www.optum.com/solutions/optumrx/synchronization.htmlhttps://cdn-aem.optum.com/content/dam/optum3/optum/en/resources/case-studies/measuring_the_financial_advantage_optum.pdf

Developed innovative solution for Specialty @ Retail - branded as Specialty Connect.Supported scalability and service efforts for Aetna onboarding. Worked on a transformational effort, architecting next generation Specialty Pharmacy Processes and Systems to achieve operational efficiencies, improve customer service and provide differentiating clinical services.Instituted the following practices in support of this transformation- Business Architecture and Business Process Management - Business-Technology alignment and optimization- Technology Planning and Portfolio Management- SAAS and "Cloud" sourcing strategy and implementation- Solution Architecture, Application Architecture and Data Architecture- Systems and Operations Architecture- ITIL, ITSM and Continuous Process Improvement- Service Oriented Architecture using the IBM stack- Enterprise Content Management using Documentum / EMC tools- Business Rules Managementhttps://cvshealth.com/newsroom/press-releases/cvs-caremark-awarded-pharmacy-benefit-management-institute-rx-benefit

Working on re-engineering Merchandising Capabilities with focus on efficient assortment and category management.

Architected our next generation application platform and web based pharmacy system - that drives 67% of our revenue.Multiple patents pending.This system supports and integrates automated prescription fulfillment facilities, pharmacy call centers, pharmacy service centers and stores.Currently working on developing IT Service Delivery and IT Service Support capabilities (Organization, Processes, Tools and Measures) for the Central Pharmacy system using elements of ITIL, ASL and LEAN.

Developed ReadyDose Mutidose Packaging, “Prescription as a Subscription” program and medication adherence tracking / caregiver notification services ( a precursor to PillPak and PharmacyOS - now owned by Amazon.com). Multiple software and process patents granted. The assignment was to take the new product and associated service from idea to pilot.Was given first round of funding, based on the concept. Obtained second round based on Product + Service design and financial projections. Activities included Consumer Research, Product and Service Design, Obtaining Patents for Product and related IT and assembly processes, Developing Business and Operating Model, Financial and Legal analysis, Channel Identification and Design, Contract Manufacturing, B2C site design and implementation etc

Technical Leadership position - Manager - Reuse,Architecture and Integration Services for a Fortune 50 company. My group is composed of the following teams: - Reuse Architecture Development (Technology Innovation/Adoption, Development Tools, Technologies, Frameworks, Components, Guidelines, Best Practices)- Application Architecture Services (Domain Architecture / Architecture Consulting / Innovation )- Integration Services (ESB/Services Layer, SOA/EAI/EDI/EDA/BPM Tools, Technologies, Frameworks, Components, Guidelines, Best Practices)- Enterprise Portal Services (Portal Products/Corporate Portal/Operational Portals/ Search/ Content Mgmt/ SSO, Identity & Access Mgmt)My current focus areas are building out SOA, Enterprise Integration Layer and Web Portals at Walgreens

Additional responsibility for consulting with Key Initiatives on application of the existing architectures / product lines and development/selection of new ones.

Managed Product Direction and Development for the Reuse Architecture Development Team (Development Tools, Technologies, Frameworks, Components, Guidelines, Best Practices, Application Server). Set up refernce Web and Desktop Architectures. Managed SSO / Identity and Access Managment System. Helped with selection and implementaion of Application Servers, EAI and Portal Products.

Architect working on Reuse Architecture Development (Development Tools, Technologies, Frameworks, Components, Guidelines, Best Practices), specifically Web Application Development, Identity Mgmt, Web SSO, Persistence, Desktop Application Development and Provisining frameworks.Consulted on approach and technical direction for key projects.

Consultant working on various projects for the Special Technologies Group. Key projects included Equipment Re-marketing Services/UsedConnection.com, now branded as MachineFinderand DeereTrax - Web based Equipment Tracking System (now sold as part of JD Link) using GPS to pinpoint the location of vehicles/equipment and Global Vehicle Communication to collect usage statistics and maintenance needs.http://www.machinefinder.comhttps://www.deere.com/en_US/products/equipment/ag_management_solutions/information_management/jdlink/jdlink.page

Software Engineer developing Document Management Products for Cannon and other clients.http://cweb.canon.jp/e-support/information/canobureau.htmlhttp://www.newgensoft.com/products/enterprise-content-management-omnidocs/