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Professional case study · Sanitized operating evidence

MedPiper insurance workflow transformation

A regulated healthcare and insurance environment with fragmented handoffs, document-heavy work, and multiple teams participating in one customer journey.

Role

Co-Founder / Head of Product & Platforms

Timeframe

2020–present

Status

Production workflow transformation

The operating problem

Elapsed time was created between teams, not inside one task.

Insurance sales and operations moved through manual coordination, documentation, scheduling, and onboarding steps. The elapsed turnaround was roughly four weeks, with too much work hidden between teams.

Before

  • Fragmented ownership
  • Manual handoffs
  • Long elapsed turnaround
  • Low workflow visibility

After

  • Explicit stages and ownership
  • Tighter operating workflow
  • ~10-day turnaround
  • Visible exception handling

What I owned

Product judgment, workflow design, platform direction, and cross-functional operating change stayed connected.

01

Mapped the end-to-end workflow and separated customer-visible stages from internal operating states.

02

Tightened ownership, handoffs, documentation, scheduling, and onboarding around one operating flow.

03

Used software and automation where they removed recurring work, while keeping exception handling visible to operators.

04

Kept regulated-context controls and security programmes part of the product operating model rather than an afterthought.

Evidence and outcomes

The result was operational, commercial, and organisational.

Reduced the insurance sales and operations turnaround from roughly four weeks to roughly ten days.
Helped build the product platform as MedPiper scaled to approximately $1M ARR.
Owned product strategy and platform work across three product lines during the company's growth.
Led or supported ISO 27001 recertification and SOC 2 programmes in a regulated operating context.

This case study is intentionally sanitized. It presents aggregate workflow and ownership evidence without exposing customer, patient, or confidential operating data.

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