Case Studies | IX Solutions

Growth & Strategy

Building a Commercial Engine from Zero

Healthcare Technology / SaaS

Situation

A healthcare technology company had a strong product but no structured commercial function. There was no repeatable sales motion, no defined market positioning, and no pipeline discipline — limiting the company's ability to scale.

Approach

Designed and stood up the full commercial function — market segmentation, ICP definition, sales process, proposal frameworks, and pipeline management infrastructure. Recruited and onboarded the initial sales team and led early enterprise pursuits directly.

Outcome

Built a $50M+ qualified pipeline in under two years. The commercial infrastructure became the foundation for the company's next phase of growth.

Growth & Strategy

Strategic Analysis for a Regional Health Plan

Health Plan / Managed Care

Situation

A regional health plan was evaluating a significant operational investment and needed an independent assessment of market positioning, operational readiness, and strategic risk before committing capital.

Approach

Conducted a structured strategic analysis covering competitive landscape, operational capability gaps, regulatory exposure, and build/buy/partner options. Framed findings in terms of decision criteria the executive team could act on directly.

Outcome

Executive team entered final negotiations with a clear investment thesis and defined risk mitigation playbook — replacing ambiguity with a structured decision framework.

Operations & Implementation

Enterprise System Conversion at Scale

Health Plan / Operations

Situation

A health plan needed to migrate its core operating systems — impacting claims processing, provider relations, member services, and contact center operations — across a workforce of more than 1,000 employees without disrupting day-to-day service delivery.

Approach

Led the operational readiness and change management workstreams for the conversion. Coordinated cross-functional training, cutover sequencing, and real-time issue resolution. Maintained operational continuity through phased go-live by embedding directly in affected teams.

Outcome

Conversion completed on schedule with no material service disruption. Post-go-live stabilization period was significantly shorter than benchmarks for comparable conversions.

Operations & Implementation

Community Spending Analysis for a State Program

State Government / Medicaid

Situation

A state agency needed to understand how healthcare and social service spending was distributed across communities — to identify gaps, overlap, and investment priorities — but lacked a structured methodology to combine data across siloed programs.

Approach

Designed an analytic framework to aggregate and normalize spend data across healthcare and social determinants programs. Delivered a layered community-level view that surfaced actionable patterns in utilization and unmet need.

Outcome

Agency leadership used the analysis to redirect investment priorities and support the renewal of a multi-year contract. The methodology became a template for future program evaluations.

AI-Enabled Solutions

Medicaid Policy Scenario Modeling — Idea to Production in Under 3 Months

Healthcare Policy Organization / Medicaid

Situation

A healthcare policy organization needed a way to model the financial and coverage impact of proposed Medicaid policy changes — quickly, credibly, and in a format legislators and stakeholders could actually use. Existing approaches were manual, slow, and opaque.

Approach

Built a production AI-enabled scenario modeling application from scratch — combining actuarial logic, real enrollment data, and a user-facing interface that allowed non-technical stakeholders to run "what if" analyses in real time. Designed for the operator's workflow, not a researcher's sandbox.

Outcome

Delivered a fully functional, enterprise-grade application in under 3 months — from concept to production. The tool was used directly in legislative briefings and became a core resource for the organization's policy work.

<3 mo

Concept to production

30s

Per scenario analysis

100%

Non-technical users

Real Engagements. Measurable Outcomes.

Building a Commercial Engine from Zero

Situation

Approach

Outcome

Strategic Analysis for a Regional Health Plan

Situation

Approach

Outcome

Enterprise System Conversion at Scale

Situation

Approach

Outcome

Community Spending Analysis for a State Program

Situation

Approach

Outcome

Medicaid Policy Scenario Modeling — Idea to Production in Under 3 Months

Situation

Approach

Outcome

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