What leaders should do now
- Select 1–2 lighthouse workflows (high value, manageable risk) and baseline KPIs.
- Make governance operational: intake → eval → approval → monitoring (not a policy PDF).
- Decide buy/build/partner with vendor guardrails that survive production.
- Ship a secure pilot with adoption plan + measurable outcomes inside 90 days.
Vendor red flags
Red flag: “Trust us” safety claims without evidence
Red flag: No clear PHI boundaries or audit trail
Red flag: Vague evaluation story (no golden sets)
Red flag: Pricing breaks at production volume
Red flag: Requires a standalone portal (workflow integration?)
How PHI is handled
PHI remains in your environment. We work through approved tools, access controls, and auditable workflows—designing for privacy and security from day one.
90‑day fast path
DAYS 1–30
Learn & Align
Stakeholders, current state, risk posture, shadow AI.
DAYS 31–60
Assess & Plan
Lighthouse selection, eval harness, approval path, vendor stance.
DAYS 61–90
Execute & Prove
Deploy a secure pilot, measure impact, package reusable patterns.
ARTIFACTS
What you leave with
Playbook, scorecards, governance workflow, exec narrative.
High-impact initial workflows
- Prior auth guideline processing
- Contact‑center summarization / agent assist
- Clinical operations inbox triage
- Member engagement and navigation
Want the playbook applied to your org?
A few conversations produce concrete artifacts to react to.
Roadmap • Scorecards • Governance workflow • Exec narrative.
A few conversations produce concrete artifacts to react to.
Roadmap • Scorecards • Governance workflow • Exec narrative.
Ongoing signal: Summit Evidence AI (audio‑first briefings).
© Haupt AI LLC