Beyond call recording: getting real ROI from Gong
Most teams treat Gong as expensive call storage. The return is in coaching, deal execution, and forecast accuracy. Here is how to move from recording to results.
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What we deliver for health & life sciences firms.
Salesforce Health Cloud with HIPAA architecture
Health Cloud implementations with proper PHI segregation, audit trails, BAAs in place, and AI deployments that respect data classification.
HIPAA-aware AI deployments
Production AI agents with proper data classification, PHI handling, and audit trails, built to pass HIPAA security audits.
EHR integration patterns
Proven integration patterns for Epic, Cerner, Athena, and Allscripts, with proper FHIR/HL7 handling and clinical data governance.
Care coordination platforms
Unified care coordination across providers, payers, and patients with proper workflow design and AI-augmented intake.
Real-world evidence data platform
Structured RWE capture from clinical, claims, and patient-reported sources, built for regulatory submission and commercial use.
AI-augmented prior authorization
Claude-powered prior auth pre-screening, documentation assembly, and payer-specific workflow automation.
Common Challenges
What we see in health & life sciences.
The technology and process challenges that come up in nearly every engagement we run in this industry.
HIPAA-aware AI deployments
AI in healthcare can be transformative, but only with the right governance, data handling, and human-in-the-loop design. Generic AI deployments fail audits.
EHR integration that actually works
Epic, Cerner, Athena, every EHR integration is hard. The ones that work are intentionally architected, not glued together.
Care coordination across fragmented systems
Patients receive care across health systems, payers, specialty providers, and digital tools. Coordinating that effectively is hard.
Clinical trial recruitment and patient engagement
Life sciences companies need infrastructure for clinical trial recruitment, eligibility screening, consent management, and ongoing engagement.
Real-world evidence and post-market surveillance
Life sciences companies need to capture real-world evidence systematically, and most do not have the data infrastructure to do it.
Multi-payer claims and prior authorization friction
Provider organizations lose revenue to prior auth complexity. Better workflow and AI dramatically reduce write-offs.
Regulatory & Compliance Matters
What we navigate in health & life sciences.
Compliance is not a separate workstream, it is embedded in every workflow we deliver. The major frameworks we work within:
HIPAA / HITECH
PHI handling, minimum necessary access, audit logging, BAA management, and breach notification workflows.
21 CFR Part 11 (FDA Electronic Records)
Electronic records and signatures compliance for FDA-regulated workflows including clinical and quality systems.
Sunshine Act / Open Payments
HCP transfer-of-value tracking, aggregate spend reporting, and CMS submission workflows.
GxP (GCP, GLP, GMP)
Good Practice compliance for clinical, laboratory, and manufacturing operations with validated systems.
GDPR for Patient Data
EU patient data handling, lawful basis documentation, and cross-border transfer workflows.
EMA / FDA Submission Standards
Regulatory submission workflows, eCTD preparation, and inspection-readiness evidence.
Signature Service Categories
The major health & life sciences practices our team runs.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced practitioners.
Provider & Patient Engagement
Care coordination, patient engagement, member service, and provider portal infrastructure.
Clinical Trial & Research Operations
Trial recruitment, eligibility screening, patient engagement, and research operations platforms.
HCP & KOL Management
Salesforce + Veeva-style HCP engagement, Speaker Bureau, sample disposition, Sunshine Act compliance.
Payer & Revenue Cycle
Prior authorization, claims management, denials management, and revenue cycle automation.
AI in Healthcare
HIPAA-aware AI deployments, care navigation, documentation, prior auth, and clinical decision support.
Other Platforms
The technology stack we typically deploy here.
Salesforce Health Cloud
Salesforce Agentforce (HIPAA-aware)
Epic / Cerner / Athena / NextGen integrations
Anthropic Claude (with BAA)
Veeva CRM (for life sciences)
Tableau for healthcare analytics
IQVIA / Symphony data
Clinical trial platforms
Integration Ecosystem
The platforms we connect to in health & life sciences.
Our team carries hands-on experience across the systems your firm already runs. Integration is rarely the bottleneck.
Salesforce Health Cloud
Salesforce Life Sciences Cloud
Veeva CRM
Veeva Vault
Epic / Cerner (HL7 FHIR)
eClinicalWorks
Athenahealth
Allscripts
IQVIA
Medidata
Oracle Health Sciences
ICONIK
Box for Healthcare
DocuSign for Life Sciences
Snowflake Healthcare Cloud
AWS for Health
Microsoft Cloud for Healthcare
Komodo Health / IQVIA data
How Clients Engage Us
Four ways to work with us on health & life sciences initiatives.
From short diagnostics to fractional leadership, every engagement model is designed around the client's stage and needs.
Discovery & Strategy
Healthcare and life sciences diagnostic engagements with proper HIPAA scoping.
Fixed-Scope Implementation
Validated implementations for Health Cloud, EHR integrations, or AI deployments.
Managed Services
Ongoing administration of healthcare platforms under HIPAA compliance.
Fractional Healthcare Technology Leadership
Senior healthcare technology leadership with regulatory experience.
Outcomes We Deliver
The metrics we actually move for health & life sciences clients.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
Patient onboarding time
Reduced
HCP engagement response rates
Increased
Trial site activation time
Reduced
Quality event cycle time
Reduced
Adverse event intake time
Reduced
Compliance audit findings
Reduce to zero material
Signature Frameworks
Proprietary methodologies for health & life sciences work.
Every engagement leverages reusable assets, frameworks, blueprints, and diagnostics built up over hundreds of client projects.
Health Cloud Reference Architecture
Our blueprint for connecting EHR data via FHIR into Salesforce Health Cloud for care coordination, patient outreach, and operations.
HCP / Patient Multi-Channel Engagement
A framework for compliant, personalized HCP and patient communication across channels, built for life sciences and provider organizations.
Quality Operating System
A reference design for CAPA, deviations, change control, and complaint workflows that holds up to FDA inspection.
Aggregate Spend Workflow
Our approach to capturing, validating, and reporting HCP transfers-of-value across the enterprise for Sunshine Act / Open Payments compliance.
Featured Insight
Insight & analysis from our health & life sciences team.
Practitioner-level analysis from the consultants delivering the work.
Revenue Operations
Case Study
Recent health & life sciences success story.
AI & Technology Consulting
A biotech startup cut support time 30% with Service Cloud AI agents and MuleSoft integration
A fast-growing synthetic-DNA manufacturer used Service Cloud, Agentforce, and MuleSoft to absorb rising support volume without adding headcount.
30%
Support time saved
19
Knowledge articles powering AI
Our Capabilities
How we help health & life sciences clients.
Salesforce
Implementation, configuration, and managed services across the full Salesforce platform, from Sales and Service Cloud to Agentforce and Data Cloud.
Learn more →Gong
As one of Gong’s earliest services partners, we implement, integrate, and optimize Gong so revenue teams actually adopt it.
Learn more →AI Consulting
Strategy and production AI, from use-case selection and governance to deployed agents on the platforms you already run.
Learn more →Revenue Operations
The systems, data, and rituals that make sales, marketing, and customer success operate as one revenue engine.
Learn more →Ready to move health & life sciences forward?
Free 30-minute strategy session with one of our consultants who knows your industry.
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