White Paper - Applied Experience in AI-Enabled Strategy: Building Trust Through Proven Delivery
Artificial Intelligence in enterprise contexts succeeds only when paired with strategy,
governance, and practical expertise. At Crimson Sage Global, our AI Strategy Sessions are
grounded not in theory alone, but in decades of hands-on experience integrating complex
systems, designing agentic-adjacent workflows, and embedding compliance-first innovation.
This white paper highlights the breadth of our team’s applied experience across large-scale,
regulated environments. Each engagement sharpened the frameworks we now bring into client
AI portfolios: data readiness, agentic automation, governance, and measurable return on
investment.
Enterprise-Scale Experience in Agentic-Adjacent Systems
1. Attribution and Assignment Modernization
What was delivered: Data pipelines migrating ERP workflows into SQL Server, with
new behavioral, dental, and medical attribution models. Automated member-to-provider
assignment streamlined operational load.
Role performed: Authored business requirements, user stories, and acceptance criteria;
led data model creation, migration, testing, and UAT; liaison across IT and
market/product.
Impact: Automated decisioning flows replaced manual steps, feeding downstream
AI/analytics pipelines while safeguarding sensitive data under HIPAA.
2. Workflow Integration Across Core Platforms
What was delivered: Workflow and workview applications, enterprise service bus
queries, and CMS reports supporting grievances, appeals, and claims. Integration with
external groupers and adjudication engines (EAPGs). Delivered more than 300 user
stories.
Role performed: Designed object-oriented components, process flows, and test plans;
developed workflows and configurations through to production.
Impact: Event-driven workflow “agents” routed, validated, and enriched transactions
with minimal human intervention, reserving human review for exceptions.
3. Workflow Digitization & Data Platform Migration
What was delivered: Enterprise workflow enhancements (200 user stories) enabling
new lines of business. Migration of legacy databases into modern platforms to prepare for
AI readiness.
Role performed: Requirements leadership, bridging IT and executive stakeholders.
Impact: Positioned organizations for scalable AI adoption by modernizing infrastructure
and standardizing data models.
4. Data Exchange & Enrollment Integrity
What was delivered: Custom-built tools for cross-source validation (EDI, XML, ERP),
end-to-end reconciliation, and ingestion pipelines. Transformations and generator scripts
supported system ingestion with full audit traceability.
Role performed: Hybrid business/systems analyst and engineer, conducting gap
analysis, joint application design (JAD) sessions, SQL development, and test planning.
Impact: Supported continuous enrollment integrity through automated reconciliation,
ensuring data quality and compliance.
5. Integration & Service-Oriented Architecture
What was delivered: Translators for structured transaction sets into ingestible formats,
role-based UI for operational users, and enterprise service bus (ESB) services supporting
real-time operational decisions.
Role performed: Designed UML models, service specifications, and analytics queries;
authored requirements through system use cases.
Impact: Supported continuous operations under federal interoperability standards,
ensuring resilient enrollment processes across millions of records.
Compliance & Controls (Cross-Engagement)
Across all engagements, Crimson Sage Global has demonstrated rigorous compliance and
governance, including:
HIPAA Privacy & Security adherence.
Protected Health Information (PHI) handling protocols.
EDI 4010/5010 standards (837, 834, 835, 270, 271, 276, 277, 999).
Role-based access and audit controls.
End-to-end testing, from unit through user acceptance testing (UAT).
These compliance practices ensure that the AI Strategy frameworks we now deliver to clients are
grounded in trust, security, and resilience.
Conclusion
Crimson Sage Global’s AI Strategy Sessions are enriched by this portfolio of real-world,
enterprise-level delivery experience. Our team has not only designed frameworks for AI but
implemented the building blocks, data pipelines, workflows, integrations, and compliance
safeguards, that make agentic AI viable in regulated industries.
When institutions partner with us, they benefit from lessons learned across multiple large-scale
deployments. This ensures that our strategies are not speculative, they are tested, resilient, and
aligned to the practical realities of scaling AI responsibly.