Case Study: Advantmed

Context:

Advantmed operates in the middle of risk adjustment, quality, and in-home assessments. When I joined, the brand, platform, and analytics were significantly disjointed and were incapable of telling a clear story about the value we were delivering. We used the rebrand as a forcing function to modernize the product and make the data work harder.

Problem:

  • In-home assessments generated rich clinical data, but it was trapped in independent tools that were impossible to navigate.

  • Plans and providers struggled to see how performance varied across regions, providers, and programs.

  • The platform and brand were impossible to navigate and understand. The brand felt generic and did not reflect the depth of the data and analytics under the hood.

Brand & Platform Prior:

(example of confusing layout)

What We Built:

  • A modern assessment platform with structured, model-ready data capture flows for field clinicians and reviewers.

  • A risk and performance analytics layer that turned raw data into scores, cohorts, and benchmarking views used by leadership.

  • A benchmarking experience that let customers compare performance across regions, providers, and programs, highlighting where they were ahead or behind peers.

  • Updated brand and messaging that tied the narrative to concrete improvements in quality and financial outcomes.

After:

My Role:

  • Owned product for the assessment platform and risk analytics stack, working closely with design, engineering, and data science.

  • Worked directly with datasets and analysts to validate definitions and make sure metrics were accurate and explainable.

  • Lead the marketing team on the rebrand, so the external story matched what the product and data could actually deliver.

Impact:

  • Customers gained a clear, repeatable way to see where risk and quality performance were strong or weak, instead of sifting through raw exports.

  • Improved NPS by over 25 basis points.

  • Internal teams had a cleaner data foundation for new models and analytics features.

  • The updated brand and product story made it easier for sales and account teams to connect product capabilities to business outcomes, resulting in a 75% improvement in customer retention


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