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Automation & AI

Automation & AI

We guide health systems from market awareness through responsible scaling, with governance and adoption frameworks, forward-deployed teams, and hands-on support to move from pilot to impact.

Evergreen consultant reviewing work on a laptop with a branded notebook and mug

How Evergreen guides healthcare organizations

From idea to measurable outcome

A structured path that turns a backlog of AI and automation opportunities into governed, adopted, and measurable capability, with efficiency gains and outcomes tracked from the start.

Use case inventory & prioritization

Structured intake across departments, scored on efficiency impact, volume, feasibility, and strategic fit.

Governance & adoption framework

Ownership, change management, and KPI methodology defined and signed off before any build begins.

Forward-deployed teams

Multidisciplinary teams embedded in your operations to define problems firsthand and build alongside your staff.

Sprint-based delivery

Structured sprint cycles that move prioritized opportunities from intake to production, with outcomes tracked at every step.

What we do

Seven ways we guide health systems from ideas to outcomes

Every engagement is shaped around how your organization actually works, with defined governance before build begins and efficiency gains and outcomes tracked from the beginning.

Forward-deployed teams

Multidisciplinary teams embedded in your operations to define problems firsthand and translate them into scalable capabilities, not point solutions searching for a problem.

  • Deep expertise across healthcare operations, platforms (Epic, Microsoft), and data
  • Define workflows and operational priorities firsthand, grounded in real use cases
  • Translate complex, evolving problems into scalable AI and automation capabilities
  • Outcome-focused across impact, adoption, and expansion

AI & automation strategy & governance

A structured foundation to prioritize and produce accountable, measurable improvements to efficiency and outcomes.

  • Structured use-case inventory across Revenue Cycle, Clinicals, Finance, IT, HR, Supply Chain, and Operations
  • Priority scoring on efficiency impact, volume, feasibility, and strategic fit
  • Governance and adoption framework with ownership and decommissioning criteria
  • KPI and outcomes methodology signed off by leadership before work begins

Sprint-based delivery

Structured sprint cycles, sized by use-case complexity, that move opportunities from intake through production and refinement.

  • Faster sprints for routing, notifications, reporting, and high-volume administrative work
  • Longer sprints for multi-system integrations and Copilot-assisted workflows
  • 1 to 2 production automations per sprint, each with a tracked outcomes record
  • Outcomes dashboard live from day one

Capability transfer & adoption

Every sprint is both a delivery cycle and a capability-building event, building durable internal ownership over time.

  • Shadow owner identified, onboarded, and embedded from the start of the sprint
  • Observe, Assist, Lead progression across sprint cycles
  • Operational participation in intake, design reviews, testing, and deployment
  • Internal ownership model that reduces long-term reliance on external resources

Measurement & value governance

Structured accountability that keeps leadership informed and every initiative tied to measurable efficiency gains and outcomes.

  • Outcomes record per automation: baseline, 30/90-day measurement, and impact
  • Weekly standups, bi-weekly steering reviews, and quarterly health checks
  • Lifecycle management with named ownership and decommissioning criteria
  • Annual leadership review with full outcomes documentation and roadmap

AI implementation & operationalization

End-to-end project leadership from pilot design through enterprise-scale deployment, embedded in your workflows.

  • Project management, solution design, and vendor accountability for AI initiatives
  • Pilot-and-expand methodology to validate workflows and adoption before scaling
  • Change management and workflow integration for clinical and operational teams
  • Adoption measurement and continuous optimization post go-live

Value realization & ongoing optimization

Structured accountability for value after deployment, so efficiency gains and outcomes persist and stay visible to leadership.

  • Ongoing efficiency and outcome measurement tied to organizational goals and KPIs
  • Model performance monitoring for calibration, drift, and equitable outcomes
  • Structured vendor accountability and review cadences
  • Value realization governance with defined benefit owners and sustained reporting

Why Evergreen

Built by operators, not theorists

We combine operational health-system leadership with deep technical expertise to guide organizations from idea to impact, with governance, forward-deployed teams, and outcomes accountability built in from day one.

Operator-led

Led by former healthcare operators who understand what it takes to sustain efficiency gains after go-live, not just deliver them.

Governance-first

Governance and adoption frameworks established before any AI or automation is built. Delivery runs on structure, not instinct.

Outcomes accountable

Every initiative has an outcomes record, and every sprint contributes to a dashboard leadership can see from day one.

Teaches to scale

The goal is durable internal capability, not permanent dependency. Forward-deployed teams transfer knowledge throughout.

Case studies

Outcomes from the field

Revenue Cycle Automation

Health System Revenue Cycle

National

Eliminated

Manual estimate gaps across targeted accounts

Automated HAR creation, populated additional fields, and flagged accounts with manual estimate gaps. Scripting automatically regenerated estimates, eliminating process gaps and reducing manual burden across the revenue cycle.

Enterprise Automation Enablement

Large Academic Medical Center

Eastern U.S.

90+

Use cases identified and scored across departments

Conducted structured process inventories with department leadership, scored and ranked candidates, and built a prioritized backlog scored on efficiency impact, volume, feasibility, and strategic fit.

AI Architecture & Semantic Enrichment

Large Multi-State Health System

Midwest

352

Databricks views enriched; 240 Power BI reports enriched

Deployed a semantic enrichment architecture for a catalog of 21,500 assets users couldn't navigate by keyword. Enriched 592 assets via a DDL-to-description pipeline, transforming search from keyword matching to natural-language retrieval, with zero parse failures.

Enterprise AI Governance & Enablement

Large Integrated Health System

Western U.S.

200+

AI initiatives tracked across the enterprise

Led AI curriculum development, monthly CEO briefings, market watch, and governance design. Supported Copilot rollout, proof-of-concept sequencing, and value realization tracking across the organization.

Ambient Scribe Implementation

Multi-Site Health System

National

75,000

Encounters completed using ambient scribe

Partnered on the pilot and expansion of an ambient scribe across Ambulatory, ED, and Inpatient, providing project management, clinical guidance, and change management, scaling from 90 to 170 trained providers.

Let's Talk About Automation & AI

Bring us the opportunity. We'll bring a plan and the people to deliver it.