Case Studies
Case Study
01
Case Study
02
Case Study
03
Multi-Site Enterprise Transformation & Procurement Realignment
SCOPE
Multi-site health system | 40+ locations | $1B+ organization | 60-day turnaround
SITUATION
A large integrated healthcare system was operating under a decentralized, tactical purchasing model. Staff were limited to PO processing with little oversight, vendor coordination, or clinical prioritization—resulting in procurement delays, stakeholder confusion, and operational exposure.
OBSTACLES
Lack of formal procurement governance, outdated SOPs, inconsistent approval protocols, and growing compliance risks—including delayed surgical supplies, receiving bottlenecks, and $16M in unresolved purchase orders (POs) sitting on the books.
ACTIONS (Aligned to 5 Pillars of Transformation)
Governance
Centralized procurement oversight, defined RACI structures, and launched standardized approval workflows.
Operations
Restructured purchasing agent responsibilities and aligned support across 40+ sites.
Technology
Led ERP process mapping for Oracle-to-Premier integration; eliminated manual tracking systems.
Culture
Completed 44 one-on-one leadership reviews in 60 days; established frontline accountability through SOP training and escalation frameworks.
Performance
Authored defensible role justifications and transformation-aligned leadership structure to support future-state growth.
RESULTS
01
Addressed over $16M in outstanding POs, improving financial clarity and mitigating enterprise risk
02
Protected patient care while executing operational transformation
03
Reduced invoice backlog and improved three-way match performance
04
Re-established procurement accountability and eliminated ad hoc workarounds
05
Positioned the organization for long-term scalability and compliance alignment with enterprise partners
Integrated SIOP, Analytics & Forecasting Optimization
SCOPE
Mid-market organization | Healthcare & Manufacturing applicability | Scalable growth platform
SITUATION
An enterprise organization struggled with disconnected planning between sales, supply chain, and production teams. Forecasting was manual and reactive, leading to supply imbalances, excess costs, and leadership misalignment.
OBSTACLES
Limited visibility into real-time demand signals, ineffective communication across planning functions, and overreliance on manual spreadsheets caused missed revenue opportunities and urgent rework.
ACTIONS (Aligned to 5 Pillars of Transformation)
Governance
Introduced SIOP discipline across sales, inventory, and operations functions with C-suite alignment.
Operations
Standardized planning cadence and defined inputs across supply chain and production leads.
Technology
Integrated AI-powered analytics tools for demand forecasting, capacity planning, and service-level modeling.
Culture
Built engagement between operational and commercial teams to foster cross-functional ownership of service and cost performance.
Performance
Developed real-time dashboards and reporting cadence to measure forecast accuracy, inventory turns, and agility.
RESULTS
01
Increased forecast accuracy by 40%
02
Reduced inventory carrying costs by 18%
03
Enabled proactive supply planning to support clinical, commercial, and manufacturing needs
04
Established scalable, data-driven planning infrastructure to support enterprise growth
Post-Merger Integration & Organizational Realignment
SCOPE
10 mergers, acquisitions, and divestitures | Enterprise alignment across functional domains
SITUATION
A high-growth organization undergoing multiple M&A transactions faced integration fatigue, legacy system overlap, and inconsistent governance structures—threatening synergy realization and internal stability.
OBSTACLES
Fragmented operating models, leadership uncertainty, and overlapping vendor and system footprints created operational risk and delayed post-close performance tracking.
ACTIONS (Aligned to 5 Pillars of Transformation)
Governance
Designed and executed post-close integration playbooks; built future-state org charts and reporting structures.
Operations
Standardized key functions (contracting, procurement, intake, support models) across acquired entities.
Technology
Supported transition planning and infrastructure realignment to unify platforms.
Culture
Led leadership assimilation efforts and structured internal communication plans to reduce turnover and friction.
Performance
Established synergy KPIs, integration timelines, and executive scorecards for accountability.
RESULTS
01
Seamless integration of 10 transactions with no operational disruption
02
Protected core talent and minimized attrition through proactive change management
03
Accelerated synergy capture through aligned infrastructure and accountability
04
Reinforced reputation as a deal-ready organization able to scale through transition
Looking for transformation leadership that drives measurable results?
Olivia is open to executive roles, advisory work, or strategic consulting engagements focused on operational excellence, enterprise alignment, and private equity growth.