CASE STUDY 01 · HOME THERAPIES — CONNECTED HEALTH & PRODUCTIVITY

Cracking The Code Of Home Care

In 2020, I took over the home therapy technology and productivity group — inheriting a problem that had defeated every previous attempt: more than a thousand clinics scheduling remote care with paper, whiteboards, and memory. Here is how the thinking went, and what shipped.

Role
Director, Home Therapy Strategy
Timeframe
2020 – 2022
Technology Budget
$6M
Team
3 direct · 4 indirect
Outcome
$5.8M annual savings · 90% adoption

All figures drawn from the public record; where results remain internal, they are described directionally. Visuals recreated as abstractions — no client artifacts or confidential data appear on this page.

01 The Situation

A thousand clinics, zero visibility

Home dialysis was the strategic bet: better for patients, better economics, a board level priority. Underneath it, more than a thousand home therapy clinics across the US were scheduling patients with notebooks, whiteboards, and sticky notes. No one outside a clinic’s walls could see its schedule — not the market, not the region, not the enterprise. Planning growth on top of that meant signing a blank check and hoping.

As nothing else was visible, the only productivity number leadership could see was patient trainings completed — and that single proxy carried the weight of judging an entire care model. Several attempts to fix the problem had already come and gone. The group I took over owned the challenge, along with the skepticism every failed attempt had left behind.

02 What I Saw

Everyone said technology. The ground said trust.

The prevailing diagnosis was a technology gap: buy a scheduling tool. Walking the workflows surfaced two deeper truths. The first is that home therapy does not run on the company’s time — it runs on the patient’s. In-center dialysis offers a fixed schedule that patients are assigned to; home care coordinates itself around patients’ lives, physicians’ monthly rounding, care partners, and homes. Any tool built on in-center logic would fail here. One already had.

The second truth was cultural. Resistance at the clinic level was not stubbornness — it was fear. Visibility meant being judged by leaders who had never managed remote care and did not yet understand its workflow. Whatever we built, adoption would have to be earned, not mandated.

Home therapy runs on the patient’s time, not the company’s. A system that forgets that is already shelfware.
03 The Options

Three ways forward — one already proven wrong

A

Keep the paper system

Leave scheduling to each clinic’s notebooks and whiteboards. Zero investment — and zero economies of scale, even locally, with growth plans effectively a standing blank check.

Rejected — the status quo was the problem
B

Conform the in-center platform

Extend the enterprise’s in-center scheduling tool to home therapy. This had already been piloted before my tenure and failed — it forced patient time care into company time logic, and closing the gap would have demanded massive further investment before integration with the clinical platforms could even begin.

Rejected — already tried, expensively
C

Find a purpose built partner

Run a market scan for a platform designed for mobile, patient time workforces — and a partner willing to reimagine our processes with us, rather than sell us their defaults.

Selected — see the call
04 The Call

A partner, not a purchase

The selection came down to more than a feature list. The winning platform gave us room to grow: a managed package inside our Salesforce based clinical environment, web and mobile applications, and the flexibility to change operating models without changing systems. I evaluated it against three horizons — our strategy now, in two years, and in ten — and against whether the company behind it would grow alongside us as a true partner. Just as decisive was their willingness to push our thinking and rebuild processes together, because this was never only a technology project. It was a technology, process, and culture transformation in one — and it had to be designed for the people who feared it most.

The platform’s requirements weren’t drawn up in a conference room — they came from a live laboratory. Our operating model pilots (Case 03) ran as a direct feedback loop into the design, so the technology was built to flex across every staffing model the business might choose, rather than hard coding one — while locking in the critical processes the business would never deviate from. One integration discipline governed everything else: clinicians never leave their clinical workflow. Scheduling lived inside the care platform. Telehealth sat at the point of service. Tasks like foot checks and lab draws attached directly to the appointments where they belonged, so nothing had to be remembered separately.

Technology, process, and culture ship together — or not at all.
05 What Shipped

Increments the clinic could feel

  • Industry first scheduling & workforce management platformThe first solution of its kind in US home dialysis — intelligent appointment recommendations, route optimization, automated patient reminders, and market level visibility, designed around the home workflow rather than adapted to it.
  • Scheduling embedded in the clinical workflowBuilt directly into the Salesforce based care platform, so nurses and care technicians never leave their clinical tasks — with related care actions attached to the appointments themselves.
  • Telehealth at the point of serviceRemote care connection woven into the same workflow — keeping patients home, which is the point of home therapy — alongside a reimagined in clinic experience, from arrival to education.
  • The first true operational dataset in home dialysisFor the first time anywhere in the US industry, real data on how home care actually runs — the code cracked, at a scale designed to travel globally.
06 The Numbers

What the discipline returned

$5.8M
Annual savings delivered, year after year
90%
Workforce adoption by 2023, sustained since
1,230+
Home clinics live on the platform nationwide

Adoption climbed steadily as the rollout matured — reaching 90% across a base of more than 1,230 home clinics nationwide by 2023, and holding there since. Alongside the platform, redesigned point of care tasks improved patient adoption by 20%. The turnaround led to promotion to Senior Director — inheriting systems accountability for a $2.2B business, and the mandate to scale the same playbook.

07 The Principle
Technology that gets adopted beats technology that gets admired.
The transferable lesson · Strategy That Ships

What this page doesn't show

The operating playbook — how the work was sequenced, how champions were won, and how the change was made to stick. That part isn't a storyboard. It's a conversation.