DEMO MODE · Anonymized composite data. Fictional client: Meridian Health Group.
Sherlock
Transformation Cockpit
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Module 07 · Transformation Cockpit

One surface for owners, milestones,
dependencies, and dollars.

Sherlock replaces Meridian's status decks and steering committee spreadsheets with a live cockpit — every initiative, every gate, every dollar of value realized against plan, updated the moment the underlying systems change.

Reporting period
Q3 · through Aug 2026
Portfolio scope
14 initiatives · 5 domains
Data refreshed
Live · 4 min ago
Owner
CAIO (Sherlock-generated)
Value realized · YTD
$14.8M
Against plan of $12.4M
▲ 19% ahead of plan
Initiatives on track
10 / 14
2 at risk · 2 red · 0 cancelled
⚠ 2 need CAIO escalation
Milestones this quarter
17 / 19
Hit rate 89% · target 85%
▲ Best quarter to date
Governance gates cleared
32 / 34
Median cycle time 22 days
▲ 6 days faster vs Q2
Program timeline · 8 flagship initiatives
Live gantt · today marker Aug '26 · click any bar for detail
Initiative
Q1 '26
Q2 '26
Q3 '26
Q4 '26
Q1 '27
Q2 '27
Q3 '27
Q4 '27
Governance stack v1
Owner: CAIO · Complete
Design
Live ✓
Prior Auth AI decisioning
Owner: CMO · In progress
MRC
Build 62%
Pilot
GA
Ambient scribe rollout
Owner: CMIO · On track
Vendor
4 depts live
All 12 depts
Risk adj. coder assist
Owner: MA Plan Pres · At risk
Design
Vendor slip
Pilot (rev.)
GA
STARS gap-closure agent
Owner: MA Plan Pres · Planning
Intake
Design + MRC
Build
Pilot
Sepsis alerting v2
Owner: CMO · On track
Ethics rvw
Build
Pilot 2 units
System-wide
Contact-center summarize
Owner: COO · Complete
Buy
Live ✓
AI data platform v1
Owner: CAIO · On track
Arch
Build
v1 live
RAG stack
Feat store
Value realization · YTD vs. plan
Hard-dollar impact certified quarterly by CFO
Cumulative $ realized · monthly
Actual Plan
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
$$$ by lever
Prior auth cycle time
$5.4M
Ambient scribe · MD time back
$3.9M
Contact-center AHT
$2.1M
Coding accuracy uplift
$1.8M
Sepsis LOS reduction
$1.6M
YTD Total
$14.8M
Initiative status · this quarter
Sortable · filterable · exportable to board deck
Initiative Owner Stage Status Progress Next milestone
Prior Auth AI decisioning
Score 87 · Tier 3
 Dr. K. Patel · CMO Build On track
Pilot in 2 IPAs · Oct 15
Ambient scribe rollout
Score 81 · Tier 3
 Dr. R. Chen · CMIO Scaling On track
+6 departments · Sep 30
Risk adjustment coder assist
Score 74 · Tier 3
 M. Nguyen · MA Pres Pilot At risk
Vendor SLA remediation · Aug 22
STARS gap-closure agent
Score 68 · Tier 3
 M. Nguyen · MA Pres Intake Planning
Steering vote · Sep 8
Sepsis alerting v2
Score 72 · Tier 3
 Dr. K. Patel · CMO Ethics review On track
Ethics Bd approval · Aug 28
Contact-center summarization
Score 66 · Tier 2
 J. Rivera · COO Live Value flowing
Monthly value certification
AI data platform v1
Foundation · not scored
 CAIO office Build On track
v1 GA · Nov 15
Radiology triage co-pilot
Score 42 · Tier 3
 Dr. K. Patel · CMO Hold De-prioritized
Re-score Q1-2027
Blockers & watchlist · next 30 days
CAIO's morning list · escalation paths pre-wired
Active blockers · escalate to Steering
1
Risk adj. coder assist — vendor SLA breach. Coding accuracy dropped 4 pts vs contract floor for two consecutive weeks. CAIO proposes 60-day cure notice.
Decision needed at Aug 15 Steering · owner: MA Plan President
2
PHI data platform capacity for prior-auth traffic. Load-test shows 2.3× headroom needed for Q4 pilot volumes. CAPEX ask $780K.
CFO decision Aug 22 · owner: CAIO
3
Ethics Board quorum risk — 3 recusals for sepsis v2 review. Rotation policy update pending Board approval.
Board consent agenda Sep 12 · owner: CMO office
Next-30-day watchlist
i
CMS interoperability final rule publication. Locks Prior Auth AI's tailwind. Preparing regulator memo.
Aug 26 · owner: Compliance · read-only impact
i
Q3 CFO value certification cycle. Confirm $14.8M YTD; audit trail loaded in Sherlock evidence vault.
Sep 3 · owner: CAIO + Finance
i
Wave 2 hires close. Head of Model Risk offer accepted; Principal ML Eng shortlist to CAIO Aug 20.
Aug 20 · owner: CAIO + Talent
Board-facing milestone streak
One quarter, one milestone that lands · consistency > heroics
Q1 '26
Governance stack & policies live
✓ Delivered
Q2 '26
Ambient scribe · 4 pilot departments
✓ Delivered
Q3 '26
Prior Auth AI · pilot in 2 IPAs
Q4 '26
Ambient scribe · system-wide GA
◇ Planned
Q1 '27
Sepsis v2 · 2 units live
◇ Planned
Q2 '27
STARS gap-closure pilot
◇ Planned
"Give me the CEO briefing in one paragraph"
Auto-generated from the cockpit · one click

“Meridian's AI portfolio is 19% ahead of plan on realized value ($14.8M YTD vs. $12.4M plan), with 10 of 14 initiatives on track and an 89% milestone hit rate — the best quarter to date. Prior authorization AI enters pilot Oct 15; ambient scribe reaches 10 of 12 departments by Q4; contact-center summarization is live and certified by CFO. Two initiatives need Steering attention: risk-adjustment coder assist is on a 60-day vendor cure, and STARS gap-closure needs a Steering vote Sep 8. Governance is holding — 32 of 34 gates cleared with a median 22-day cycle time. The board attestation for Q3 will be signed at the September meeting.”

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