Cicero × AIS Healthcare
Confidential

Value creation,
in your words.

EngagementHealthcare Onsite — IG Front-End Intake
ForAIS Healthcare Leadership
DateMay 2026
DocOnsite v4
Agenda
02 / 22

Five movements for the day.

The morning is largely us. The afternoon is largely AIS. The day is designed around understanding your world, not pitching ours.

01
Introductions
Quick intros across AIS and Cicero — who is in the room and what they do.
02
What we heard from Simon
Reflecting back the vision in plain language. A mirror — not a hypothesis.
03
Capability & approach
How we think, how we work, who we are in healthcare and AI.
04
Deep dive — your business
Most of the day. We listen, map, and learn what is specific to AIS.
05
What happens next
Open conversation about scope, structure, and commercial form.
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Our People
03 / 22

The team in the room.

Senior practitioners across strategy, healthcare, and AI — the people responsible for this work.

JR
Jason Richards
Senior Partner
jrichards@cicerogroup.com
(801) 859-1529
DH
Douglas Hervey
Senior Partner
dhervey@cicerogroup.com
(703) 459-4591
ES
Edward Sharpless, D.Sc.
Senior Partner — Healthcare & AI
edward@sharpless.co
AJ
Aaron Jorgensen
Principal
ajorgensen@cicerogroup.com
(801) 746-9799
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Our Clients
04 / 22

Trusted by the firms who own healthcare's most complex organizations.

Banner HealthHCAIntermountainProvidence UnitedHealth GroupCVS HealthWalgreensAnthem CignaHumanaCenteneMolina Healthcare PfizerBristol Myers SquibbMerckJohnson & Johnson The Vistria GroupBain CapitalKKRWelsh Carson
Top 50
Consulting Firms

Recognized among North America's leading management consulting firms.

Top 5
Best Firms To Work For

Among consulting firms in our peer group, year over year.

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Sector Focus
05 / 22

Across the breadth of healthcare.

Decades of strategy, operations, and growth work across the entire care delivery, payer, and life-sciences value chain.

01
Hospitals & Health Systems
Academic medical centers, IDNs, regional systems, post-merger integration
02
Post-Acute Care
Home health, hospice, SNF, IRF, LTACH, infusion services
03
Behavioral Health
Facilities, services, technology, autism & special needs
04
Primary & Specialty Care
Physician groups, ASCs, urgent care, dialysis, oncology, dental
05
Payers
National & regional health plans, MCOs, PBMs, dental plans
06
Value-Based Care
ACOs, risk-bearing entities, population health platforms
07
Healthcare Services
Revenue cycle, staffing, pharmacy services, RCM, telemedicine
08
Healthcare Technology
EHR, HIE, analytics, digital wellness, decision support
09
Life Sciences & Biotech
Specialty pharma, CROs, manufacturer hub services, LDDs
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Opening
06 / 22

Why we are here today

We came to listen — and to design what is next at AIS, together.

We have heard a clear vision from Simon: an IG business growing at three times market, with the front end of patient onboarding still carrying friction that constrains every downstream gain. Today is about understanding that vision in depth, in your words, before any solution is sketched.

Most of the day belongs to AIS. We will spend most of the day asking, observing, and learning. The morning frames who we are and how we approach work like this. The rest of the day belongs to you.

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What we heard
07 / 22

What we heard you want to do.

Five themes from the conversation with Simon — reflected back in plain language. Today we test, refine, and add to them with you.

01
Make it dramatically easier for referring physicians and their staff.
Less friction at the source means more referrals, complete sooner, with the right information.
02
Get patients on therapy faster.
From the current 22-day cycle toward something closer to the 2–3 day on-label benchmark.
03
Automate the payer ruleset.
Reason over evolving payer policies. Surface qualification. Route exceptions automatically.
04
Grow faster without proportional headcount.
Three-times-market growth on a fixed labor base — the math problem behind the project.
05
Own the architecture.
Modular, vendor-neutral, IP that AIS controls. Not locked into anyone's platform.
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Section · 02
08 / 22

A picture of the terrain

The world this work happens in.

Cicero × AIS Healthcare08 — Section
The world · 01
09 / 22

Specialty therapy prescribing today.

Four numbers that describe the world AIS competes in — independent of any single firm's data.

71%
of infusible medications require prior authorization.
Arthritis Care & Research, 2020
31 days
average prior-auth-related delay for an infusion therapy initiation.
WeInfuse industry update, 2024
70%
specialty drug abandonment rate in some segments.
IQVIA / Pleio industry research
18 vs 12
days to therapy — external specialty pharmacy vs. integrated.
JMCP, April 2024
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The world · 02
10 / 22

The patient journey, end to end.

Specialty therapy from referral to ongoing care. Every step is its own coordination problem — capable of losing time and patients on its own.

01
Referral
Practice triggers, often via fax or portal.
02
Coverage
Benefits investigation, payer policy lookup.
03
Prior auth
On-label vs. off-label, evolving rule sets.
04
Financial
Copay programs, accumulators, assistance.
05
First dose
Nursing scheduled, drug shipped, site of care.
06
Adherence
Continued therapy, monitoring, support.
07
Renewal
Reauthorization, expansion, new indications.
Typical specialty therapy timeline
12 days integrated SP 18 days external SP 3–4 weeks as perceived by prescribers
JMCP 2024 · Surescripts 2022
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The world · 03
11 / 22

Each actor carries friction. The handoffs compound it.

Friction lives inside every role and in the gaps between them. Both have to move.

01
Physician
Multiple portals, competing reps, decisions made under time pressure with incomplete information.
02
Practice staff
Manual rekeying, repeated calls, payer policy hunting — the highest-burden role in the journey.
03
Patient
Coverage confusion, copay surprise, time-to-first-dose anxiety, life logistics around therapy.
04
Payer
Volume of authorizations, evolving clinical criteria, legitimate need for documentation.
05
Pharmacy
Incomplete intake data, last-mile logistics, compounding and shipping coordination.
06
Nurse
Geographic routing, acuity scheduling, documentation burden, after-hours coverage.
07
Sales rep
Highly-paid intake coordinator role, time on practices vs. selling, commission pressure.
08
Manufacturer
LDD performance metrics, hub-to-pharmacy data fidelity, time-to-fill commitments.
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Cicero
12 / 22

Cicero in healthcare.

Decades of strategy, operations, and growth work for healthcare's most complex organizations.

Practice areas relevant to AIS

  1. Healthcare strategy and operating-model design
  2. Growth strategy and value-creation planning
  3. Provider, payer, and life-sciences engagements
  4. PE-backed portfolio company support
  5. Operational due diligence and post-close acceleration
  6. Commercial effectiveness and field-force optimization

Trusted by health systems, national payers, life sciences companies, and the private equity firms that own them — across decades of strategic and operational engagements.

Edward leads the healthcare and AI practice. Most engagements blend both.

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Healthcare practice · Lead
13 / 22

Edward Sharpless, D.Sc.

Healthcare executive, operator, consultant, and AI builder.

Two decades leading healthcare initiatives at scale. The pattern is consistent — learn the domain fast, design the operating model, build the platform, and put it into production.

City of HopeHoagProvidenceMolina Healthcare
$12B+
Originated client revenue across initiatives I have designed and led.
$300M
Enterprise transformation portfolio at Providence.
$110M
Healthcare spinoff at City of Hope (AccessHope).
$30M
Healthcare spinoff at Hoag (omo.md).
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Programs · directly relevant to AIS
14 / 22

Practice operations is where we have spent years.

Three programs built shoulder-to-shoulder with physicians and the practices around them.

Hoag
$2.5B health system
Project · omo.md
$30MMSO spinoff
Independent physician loyalty
Leakage prevention
300+ practices, 1,000+ physicians enrolled

Same problem class as AIS: independent referring physicians, fragile referral relationships, growth without alienating the practices that drive the business.

City of Hope
$2.5B cancer center
Project · AccessHope
$110MOncology spinoff
Patient access at national scale
Multi-stakeholder coordination — employers, payers, providers
4M covered lives · 60+ Fortune 500 employers

Regulated patient access at national scale, with multi-stakeholder coordination across exactly the kinds of relationships AIS lives with.

Providence
$28B health system
Project · PMO & SoCal Growth
$300MEnterprise portfolio
Specialty pharmacy investment thesis
Enterprise digital transformation
Regional growth strategy across SoCal

I have literally written the investment thesis for specialty pharmacy at health-system scale.

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Our view
15 / 22

AI makes possible
what was previously impossible.

— not a hype statement. a literal one.

Cicero × AIS Healthcare15 — Our view
Capability
16 / 22

Capability that single disciplines cannot create alone.

Four kinds of expertise applied together. Most teams have one or two. The combination is what makes work like AIS's possible.

01
Operations
Operating model, growth strategy, financial design — running the company, not just advising it.
02
Healthcare
Provider, payer, employer, oncology, physician enablement, population health, regulated workflows.
03
Technology
Platform architecture, data design, integration patterns, production engineering.
04
AI
Multi-agent systems, intelligence-native operating models, AI in regulated workflows, governed automation.
→ At the convergence, new capability emerges.
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Engagement shape
17 / 22

Three movements.

How an engagement like AIS's typically comes together. Familiar shape — but we ship.

01
Diagnostic
Understand the work where it actually happens.
  • Ride-alongs with sales reps and intake teams
  • Practice-side observation — physicians, staff, discharge planners
  • Current-state workflow and data-flow mapping
  • Friction analysis across actors and handoffs
02
Prototype
Design and build a small, real version of what is next.
  • Target experience for physicians, staff, and patients
  • Prioritized AI capabilities — intake, validation, payer ruleset
  • Modular architecture, vendor-neutral, integrated where it counts
  • Working prototype, not a slide deck
03
Scaling
Deploy with discipline, measure honestly, and grow.
  • Pilot cohort with measured outcomes — TTI, adoption, throughput
  • Production deployment with operational instrumentation
  • Change management for practices and AIS teams
  • Continuous evolution, not a one-time installation
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Method
18 / 22

How we map a business to its truth.

The Ontological Reconstruction Method · four phases, no inherited assumptions.

Phase 01
Decompose
Map entities, relationships, decisions, and value flows. Make the business's truth explicit.
Phase 02
Reconstruct
Redesign workflows around intelligence and adaptive automation. Remove inherited constraints.
Phase 03
Reintegrate
Connect to legacy systems through APIs and modular interfaces. Coexist with reality.
Phase 04
Accelerate
Real-time telemetry and feedback loops. The system improves from operational data.

The method is the same across industries. The work is always specific to the business.

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Method · in plain language
19 / 22

We start by defining what your business actually is.

Before we touch any system, we make the meaning explicit.

What we define — with you

  • What is a referral, exactly
  • What is a therapy episode
  • What is a payer rule, and how it changes
  • Which decisions matter, and who makes them
  • Where value actually flows through your business

What that makes possible

  • Every system wraps to your meaning, not the other way around
  • AI reasons across the whole business, not just one tool
  • New capability becomes assembly, not construction
  • Vendors integrate at the boundary — not at the core
  • You own the architecture. Software becomes replaceable.

This is what we mean when we talk about an ontology. It is concrete work. It is the precondition for everything else.

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How we work
20 / 22

How our team works.

Four working principles that shape every engagement we take on.

Principle 01
Small, senior teams.
Architects who build, not pyramids of analysts. The person sketching on the whiteboard is the person shipping the system.
Principle 02
AI in the build itself.
We use AI inside our own engineering process to move quickly while keeping quality high. Our methods reflect what AI now makes possible.
Principle 03
Modular, vendor-neutral.
We design every solution around your business. Architecture is built to flex with your operating model, not to lock you into ours.
Principle 04
You own everything.
Code, data, ontology, models, agents. Nothing we build creates dependence on us. We integrate where it adds value and step back where it does not.
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Section · 03
21 / 22

The pivot of the day

Today.

Everything before this slide was earned by the morning. Everything after this slide belongs to AIS.

Cicero × AIS Healthcare21 — Section
Deep dive · the rest of the day
22 / 22

What we want to learn from you today.

Eight areas to explore together. The front end gets the most time — that is the project.

01
AIS today
Market position, the crown jewel and the drag, success criteria.
02
The patient journey
End-to-end — referral, coverage, auth, financial, first dose, adherence, renewal.
04
Clinical operations
Nursing, pharmacy, quality — light touch.
05
Commercial & financial
Manufacturer relationships, payer dynamics, revenue cycle — light touch.
06
Technology & data
Current state, vendor relationships, data infrastructure, what AIS owns.
07
TDD & direction
Economics, separation thesis, regulatory exposure.
08
People & change
Organization, decision-making, change-readiness.

Most of today is conversation. We listen. We map. We learn what is specific to AIS.

Cicero × AIS Healthcare · ConfidentialOnsite v4 · Final slide
01/22
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