Case Studies

Results aren't
claimed — they're documented.

Five engagements. Real metrics drawn from actual work. No templates, no projections dressed as outcomes, no synthetic case studies. Every number below is something I was accountable for delivering.

CareFirst BlueCross BlueShield
Chief Data Officer &
Chief Analytics & AI Officer
Healthcare Payer
2020 – 2021
$53M
Total transformation scope managed
$10M+
Documented cost savings in 12 months
120
Person data & AI team built and led
The situation

CareFirst BlueCross BlueShield, one of the nation's largest regional health insurers, needed to modernize its data and AI function at scale — moving from fragmented, siloed analytics operations to a unified, governed data platform capable of supporting enterprise AI adoption across clinical, operational, and financial domains.

The mandate was broad: own the entire data and AI P&L, build a credible leadership team, modernize the data infrastructure, and demonstrate measurable financial value within the first year.

What I did
  • Built and led a 120-person data & AI team across 7 directors
  • Managed $30M annual operating budget and $25M capital budget
  • Directed $53M in transformation initiatives across cloud modernization, advanced analytics, and AI deployment
  • Designed and implemented AI governance framework for a regulated payer environment
  • Deployed advanced analytics across clinical quality, fraud detection, and member engagement
  • 25% cloud cost optimization through infrastructure rationalization
Outcomes
  • $10M+ in documented cost savings within first 12 months
  • 25% reduction in cloud infrastructure costs
  • Enterprise AI governance framework adopted across the organization
  • Modernized data platform enabling real-time clinical and operational analytics
  • Team of 120 operating with defined career paths, governance structures, and delivery accountability
Healthcare PayerCloud ModernizationAI GovernanceAdvanced AnalyticsEnterprise Data PlatformFraud Detection
Radiant Healthcare
Chief Information Officer &
AI Strategy Lead
Healthcare Services
2021 – 2025
30%+
Annual cost savings delivered
25%
Efficiency gains across operations
300+
Person cross-functional environment
The situation

Radiant Healthcare needed technology and AI strategy that directly connected to financial outcomes — not innovation for its own sake. The organization was navigating cost pressure, operational complexity across a 300+ person workforce, and the challenge of deploying AI in a regulated healthcare services environment where governance and compliance are non-negotiable.

What I did
  • Designed and deployed AI-enabled workflow automation across core operational processes
  • Built AI governance framework aligned to healthcare regulatory requirements
  • Redesigned core operational workflows to capture AI-driven efficiency gains
  • Established KPI accountability structure to measure and sustain AI-driven savings
  • Led cross-functional change management across clinical, operational, and administrative teams
Outcomes
  • 30%+ annual cost savings — sustained across multiple budget cycles
  • 25% efficiency gains across the 300+ person organization
  • AI governance infrastructure built to support ongoing deployment at scale
  • Workflow redesign adopted across clinical and administrative operations
Healthcare ServicesWorkflow AutomationAI GovernanceChange ManagementCost Optimization
Envision Healthcare
Analytics & AI Executive —
Provider-Side
Healthcare Provider
2014 – 2022
15%
Billing productivity improvement
40%
Invoice processing time reduction
–10
Days sales outstanding improvement
The situation

Envision Healthcare's provider-side analytics function — supporting a $300M business — needed to demonstrate that AI and analytics investment could translate directly into revenue cycle performance and cash flow impact. The mandate was to use AI-enabled tooling to improve billing accuracy, accelerate invoice processing, and reduce days sales outstanding.

What I did
  • Led $300M provider-side analytics and AI function
  • Deployed AI-enabled billing workflow automation to reduce manual processing errors
  • Redesigned invoice processing workflows using ML-driven prioritization
  • Built revenue cycle analytics dashboard for real-time DSO monitoring
  • Implemented predictive models for claims denial prevention
Outcomes
  • 15% improvement in billing productivity
  • 40% reduction in invoice processing time
  • Days sales outstanding reduced by 10 days — direct cash flow impact
  • Predictive denial models reduced avoidable write-offs
Revenue Cycle ManagementBilling AutomationPredictive AnalyticsProvider AnalyticsCash Flow Optimization
Soft Solutions Partners
Commercial AI Automation Platform —
Managing Partner & Architect
AI Platform Build
2020 – Present
65→23%
Sales-admin time reduction
42%
Faster deal cycle times
GPT-4
Azure OpenAI · Salesforce Einstein
The situation

Through Soft Solutions Partners, we designed and built a commercial AI automation platform integrating GPT-4, Azure OpenAI, and Salesforce Einstein for a client whose sales team was spending the majority of their time on administrative tasks rather than revenue-generating activities. The platform automated proposal generation, CRM data entry, follow-up sequencing, and pipeline reporting — freeing the team to sell.

What we built
  • GPT-4-powered proposal generation integrated with CRM data
  • Azure OpenAI-driven document summarization and extraction
  • Salesforce Einstein automation for pipeline hygiene and follow-up
  • Custom AI governance layer with human-in-the-loop review for key outputs
  • Real-time productivity dashboard tracking AI-enabled efficiency gains
Outcomes
  • Sales-admin time reduced from 65% to 23% of the working week
  • 42% acceleration in deal cycle times
  • Revenue-generating activity increased proportionally as admin load dropped
  • Human oversight layer ensured AI outputs met quality and compliance standards
GPT-4Azure OpenAISalesforce EinsteinCommercial AutomationAI GovernanceCRM Integration
West Monroe Partners
AI Advisory &
Technical Due Diligence
PE Advisory
2025 – 2026
Buy+Sell
Side diligence engagements
3
Sectors: Healthcare · FS · Industrial
Playbook
AI diligence frameworks codified
The mandate

West Monroe Partners engaged Ben Carroll to provide AI advisory and technical due diligence capability across multiple PE client engagements. Engagements spanned both buy-side and sell-side mandates, covering healthcare, financial services, and industrial portfolio companies. The work included assessing AI maturity and risk, developing AI business cases and ROI models, designing pilot-to-scale frameworks, and codifying repeatable playbooks for AI diligence and adoption.

Scope of work
  • Buy-side AI maturity and risk assessment for acquisition targets
  • Sell-side AI narrative development and proof packaging
  • Technology separation strategy for carve-out transactions
  • AI use-case prioritization and ROI modeling across portfolio companies
  • AI pilot design, deployment support, and adoption frameworks
  • Codified AI diligence playbooks adopted across the practice
Sectors covered
  • Healthcare: payer, provider, and health-tech targets
  • Financial Services: data-intensive and platform businesses
  • Industrial: operational AI and automation use cases
  • Advisory deliverables adapted for PE partner, CFO, and operating team audiences
PE Due DiligenceAI Maturity AssessmentROI ModelingHealthcareFinancial ServicesIndustrialPlaybook Development
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