Client Results

Documented outcomes.
Real numbers.

Every result below was tracked at the transaction level — invoices cleared, contracts onboarded, items corrected. No estimated ranges or rounded projections.

$47M+
Past-due invoices cleared
452
Contracts onboarded in M&A
2,664
Contracts tracked — cancer center
5,000+
New item builds / year
120+
Smartsheet assets — single engagement

Case Studies

Client engagements, 2022–present

Client names withheld where confidentiality applies.

P2P / Match Exceptions Multi-Site Health System · Northeast
$30M+
Past-Due Invoices Cleared
Invoice backlog cleared, item master corrected, P2P process rebuilt — in 4 months
Challenge

10%+ of the item master had expired pricing across ~78,000+ item records. A growing P2P match exception backlog had reached 5,004 active exception rows, with no systemic process to resolve them. GHX and vendor EDI setup issues were compounding the backlog across CT and NY facilities.

Solution

Built end-to-end Smartsheet P2P process across 4 entity batches; corrected expired pricing on 10%+ of the item master in 3 months; coordinated with GHX, distributors, and GPO to clear invoice holds; delivered weekly executive summaries tracking exception resolution by vendor and aging bucket.

Result

$30M+ in past-due invoices resolved in approximately 4 months. Item master pricing corrected and GPO tier compliance validated across both facilities.

P2P / Match Exceptions Academic Medical Center · Mid-Atlantic
$17M+
Match Exceptions Resolved
$17M+ cleared in under 3 months — Smartsheet demo built in 6 days
Challenge

$17M+ in past-due AP match exceptions with no systemic resolution process. Vendor EDI and account setup issues contributing to backlog growth across a large academic medical system.

Solution

Built executive-level P2P dashboards in 6 days to secure stakeholder buy-in. Developed 42-column SOP tracker across 6 workflow areas; built vendor totals pivot with 15-column aging bucket analysis; coordinated EDI/IT/AP/SCM vendor account setup.

Result

$17M+ in match exceptions cleared in under 3 months.

M&A Integration Regional Health System · Midwest
452
Contracts — Dual M&A Integration
Dual-hospital acquisition — full contract infrastructure built in 6 months
Challenge

Hospital merger requiring rapid consolidation of all contracts from two newly acquired facilities (165 contracts + 287 contracts = 452 total) into the health system's Workday ERP.

Solution

Built master contract databases for both facilities (60+ column structures); created 26 individual stakeholder POC reports; analyzed 2,348-vendor historical spend baseline to prioritize workload; implemented 5-step WSS workflow and iContracts upload process; built 1,077-row weekly metrics time series.

Result

150+ contracts onboarded to Workday ERP within 6 months. Full contract management infrastructure in place for both facilities.

Contract Management Comprehensive Cancer Center · Northeast
2,664
Contracts Tracked & Automated
Expiring contract automation and C-suite accountability framework
Challenge

No structured visibility into expiring contracts across 294 product/service categories. No executive accountability for open supply chain projects. Manual processing of monthly Vizient ECR reports.

Solution

Built automated monthly Vizient ECR processing pipeline via Data Shuttle; developed Master Project List tracking savings vs. loss across all initiatives; created C-suite reporting with par location health analysis covering UOM rationalization and micro-order identification.

Result

Fully automated monthly ECR processing pipeline. Executive-level accountability established across all open supply chain initiatives.

Smartsheet Automation Community Hospital · Northeast · Active
40hrs
Full Platform Replacement
OR implant tracking system — replaced third-party platform in 4 phases
Challenge

Hospital relying on a third-party platform (Tydei) for OR implant tracking — expensive, limited, and not integrated with the supply chain workflow or ERP data.

Solution

Replaced Tydei with a custom Smartsheet solution built in 40 hours across 4 phases (Discovery, Data Gathering, Development, Deployment). Integrated vendor data, surgical scan-in, and PO workflows; built dashboards for OR nurses and the supply chain director.

Result

Full Tydei replacement delivered within $7,500 budget. Surgical case tracking, vendor management, and implant scan-in fully operational in Smartsheet.

ICM / Automation Community Hospital · Northeast · Active
120+
Smartsheet Assets Built
Full contract management infrastructure — built from zero
Challenge

No centralized contract management system; AS400 ERP data siloed; no visibility into Vizient GPO compliance, contract expiration, or department-level purchasing activity.

Solution

Built 654-row / 102-column contract master database with 12-step lifecycle workflow and RYGG approval system; integrated AS400 data via scheduled Data Shuttle; built 120+ Smartsheet assets across 16 workspaces including Daily Huddle, PI dashboards, PO requisition workflows, and implant tracking.

Result

Full contract management infrastructure operational. AS400 ERP data surfaced in real time. Vizient GPO compliance tracked continuously. Engagement ongoing.

Results like these start with a conversation.

Every engagement is scoped to your specific situation — whether it's a backlog crisis or a long-term infrastructure build.

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