Leverage AI Strategies aligns people, processes, data, and AI around your business goals, turning pain points into dashboards, automation, and workflows that drive performance, growth, and revenue.
We start with your goals and pain points, then connect the right mix of data, dashboards, AI, automation, and advisory support.
Automated solution path
From pain point to measurable progress.
Every engagement moves through a practical loop: understand the business, align the data, automate the right work, and surface decisions leaders can act on.
Portals, dashboards and AI-assisted tools we have built and run for clients — each shown with the architecture it is built on today, and set up so the business can run it without us in the room. Client names are kept private.
Specialized data, analytics, and operational intelligence for healthcare organizations.
Our skilled experts help you get the most from your existing IT investments, reduce IT costs, and provide hands-on access to data in the best possible visual depiction, delivering insights that:
Create actionable intelligence
Drive improved quality
Improve financial performance
Maximize optimal patient outcomes
5-Bed CAHCopper Basin Medical Center
Largest U.S. Systemsmulti-million dollar solutions
We've implemented multi-million dollar and complex solutions for the largest hospital systems in the United States. We've also provided meaningful and cost-effective tools for one of the smallest Critical Access Hospitals imaginable.
Where we focus
Rural Health Clinics
State Primary Care Associations
Population Health Management solutions geared for Associations and Clinics.
Critical Access Hospitals
Plus small to medium-sized hospitals.
Physician Practices
From single provider to large groups.
Accountable Care Organizations
Behavioral Health Organizations
Legal
Practical AI for Modern Practice
AI workflows that support attorneys without pulling them away from high-value work.
We put AI to work on the time-consuming parts of practice so attorneys spend more time on high-value, billable work and less on administration.
Drafting and reviewing documents
Summarizing lengthy files
Surfacing precedent and reusable knowledge
Automating intake and follow-up
Insurance
Data-Driven Underwriting & Claims
Dashboards and automated workflows for faster, more consistent decisions.
From submission to settlement, we turn policy, claims, and risk data into dashboards and automated workflows.
Accelerate underwriting review
Flag risk and anomalies earlier
Streamline claims handling
Improve consistency across decisions
Professional Services
AI Enablement for Advisors, Consultants, and Growth Teams
Practical systems for professionals who need more leverage without more complexity.
We help professional services teams turn repetitive work, scattered client information, and manual reporting into usable AI workflows and executive dashboards.
Client communication and follow-up workflows
Reusable prompt and template libraries
Dashboard views for pipeline and performance
Team training that keeps adoption practical
Business Intelligence
One Source of Truth, Visible at a Glance
Scattered systems consolidated into views your leadership team actually opens.
Most organizations already have the data. It sits in an EHR, a practice management system, a billing platform, a CRM and a dozen spreadsheets — each carrying its own version of the number. We consolidate those sources into one reconciled layer and build the views on top of it, so a question gets one answer instead of four.
Consolidate source systems into a single reconciled view
Define each measure once, so every report agrees
Executive, operational, and frontline dashboards
Exception reporting for the things that need attention now
Documented lineage — where every number came from
Where we focus
Executive Dashboards
Board- and leadership-ready views of the handful of measures that actually move the organization.
Operational Reporting
Daily and weekly views the people doing the work can act on.
Data Consolidation
EHR, billing, CRM, finance, and spreadsheets brought into one governed layer.
Measure Definitions
One agreed definition per metric, documented and owned by a named person.
Self-Service Views
Filters and drill-downs so teams answer their own questions without a ticket.
Data Quality
Gaps and mismatches surfaced before they reach a decision.
Our team has delivered 350+ analytics, AI, population health, and data governance projects — from five-bed critical access hospitals to the largest health systems in the country.
Analytics
From Raw Numbers to Clear Direction
Analysis that shows where your finite time, people, and money create the greatest effect.
A dashboard tells you what happened. Analytics tells you why it happened and what to do next. We work the question backward from the decision you are trying to make, so the analysis ends in a recommendation you can act on rather than another chart to interpret.
Find the drivers behind a trend, not just the trend
Segment by population, service line, payer, region, or team
Forecast demand, volume, and revenue
Benchmark against peers and against your own history
Quantify the return before the budget is committed
Where we focus
Performance Analysis
What is driving the number, and which lever actually moves it.
Population & Cohort Analysis
Who is in the group, what they need, and where the risk concentrates.
Forecasting
Demand, volume, staffing, and revenue projected from your own history.
Revenue & Margin
Where margin is earned and where it quietly leaks.
Benchmarking
Peer and internal comparisons that put a number in context.
Decision Support
Scenario models for the choice in front of you, with the assumptions on the page.
Every analysis arrives with its assumptions written down, so the next person can check the work and reuse it.
AI Agents
Agents That Do the Work Nobody Should Do by Hand
Automations and AI agents that run inside the systems your team already uses.
An agent is software that carries a defined task end to end — reading the document, pulling the right record, drafting the response, and handing it to a person to approve. We build them around your actual workflows, with a human in the loop wherever the decision carries weight.
Document intake, extraction, and classification
Drafting, summarizing, and first-pass review
Intake, triage, and routing
Follow-up and reminder workflows that run themselves
Internal assistants trained on your own material
A named approval step wherever the stakes require one
Where we focus
Document Workflows
Intake, extraction, classification, and filing, without the manual re-keying.
Intake & Triage
Requests read, categorized, and routed to the right person the moment they arrive.
Drafting & Summarizing
First drafts and file summaries, reviewed by a person before anything leaves.
Knowledge Assistants
Answers drawn from your own policies, contracts, and precedent — not the open internet.
System-to-System Automation
The handoffs between platforms that people currently do by copy and paste.
Prompt & Template Libraries
Reusable, tested prompts your team keeps using after we leave.
Every agent ships with a named owner and stop criteria written before it goes live. AI Governance is where we decide what gets built — and what gets switched off.
AI Governance
Adopt AI that fits your organization, your risk, your obligations.
Strategy, governance, and implementation as one connected engagement — shaped to your organization rather than lifted from a template.
The strategy
Where AI actually serves your mission, and what you are categorically not doing. Which use cases are worth doing first, sequenced by value against effort and risk — each with the KPIs it will be judged by and the return (ROI) expected before the budget is committed. Which to decline for now, with the reasoning on record. Enough to tell governance what matters.
The governance
Roles and accountability first: who approves, who owns it, who can stop it. Then risk management and tiers, the compliance duties that apply, approval gates, vendor terms, the KPIs that show whether each use is working, and the decision record. Written in policy language so a board can adopt it as it stands, and structured so most decisions never need to reach the board at all.
The implementation
A phased roadmap the governance has made executable rather than theoretical: named owners, stop criteria written before the work starts, the people trained and the systems built so your team runs them after we leave — with KPIs and ROI tracked against the baseline on demand, and risk and compliance reviewed on a set cadence. No lock-in, no required retainer.
Incremental by design. Each piece stands on its own: you may end the project at any time, and what every finished piece produced is yours to keep. Most engagements start with a two-week discovery — if AI is not the answer, that is what the discovery is for.
Why Leverage AI Strategies
About Us and Our Approach
Our team brings 30+ years of experience at IBM, EY, and SAP, specializing in data strategy, governance, and management. We deliver a full range of digital transformation projects, maximizing the value of AI where it is appropriate and implementing fully aligned executive dashboards.
Our company is female-owned.
We've been HFMA & HIMSS members since 1994, including service on the Georgia HFMA Chapter Board.
Our team has delivered 350+ analytics, AI, population health, and data governance projects.
"We keep our practice focused and our fees accessible, by design."
What we bring to the table:
Bridge between business leadership and technical teams. We speak both languages.
Expertise in AI adoption, prompt engineering, workflow optimization, and big data architecture.
Track record of compressing months of AI experimentation into weeks of real results.
Relationship-driven consulting with global, multicultural, and cross-industry teams.
Renée brings extensive enterprise consulting experience across technology, business strategy, and data. She helps people cut through complexity and put AI to work in ways that are simple, practical, and built around real business needs.
Bill brings deep expertise in big data architecture and analytics across financial services, manufacturing, technology, and healthcare. He translates complex datasets into actionable intelligence that drives operational outcomes.