Establishing Enterprise-wide Priorities through a Strategic Planning Workshop

The Challenge

A regional health plan organization was experiencing critical challenges in synchronizing provider demographic data across disparate internal systems, which led to multiple departments receiving inaccurate or outdated information. They needed a comprehensive solution that would honor the significant cross-functional dependencies of this work and enable enterprise-level decisions to be made quickly. crankfrog was brought in for this high-priority initiative to align stakeholders and lead a planning process that would ultimately result in increased data accuracy for both internal business processes and external stakeholders, including provider networks and members.

Our Approach

ccrankfrog first conducted extensive interviews with critical business and IT stakeholders in preparation for a full-day onsite workshop. We then inventoried current state systems, processes and data, performed a document review, and conducted supplemental staff interviews to isolate key pain points across the enterprise. These activities fully informed the one-day, intensive planning meeting we led with the goal of aligning the initiative with other enterprise efforts and assuring the appropriate prioritization and resource allocation.


Through the intensive planning workshop, and in close partnership with the organization, we successfully designed a strategy that would address data inaccuracy problems and synchronization across systems. The organization was able to quickly begin making necessary enterprise-level integration decisions that had formerly proved to be a roadblock. Following the workshop, we created a comprehensive package of deliverables to support the organization’s independent pursuit of internal operations changes. This package included:

  • An outline and analysis of current processes and systems;
  • A data element inventory;
  • Identification of key pain points;
  • Future state solution concepts and implementation design;
  • Initial enterprise-level integration decisions and options;
  • Gap assessment between the current and future state;
  • An implementation roadmap and mobilization plan.