Strategy question

You are in a first meeting with a payer or provider C-suite team that wants 'AI for customer experience' but has not aligned on the highest-value workflow. How would you structure the conversation to identify the right initial use case, quantify value and risk, and leave with a credible 12-month transformation roadmap?

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What this question tests

Whether you can run a structured first executive conversation that turns a vague ask into a specific, quantified, credible roadmap, rather than pitching generic AI capabilities.

How to approach it

  1. Open by mapping the C-suite's current workflows across the member or patient journey, asking where the most time, cost, or dissatisfaction concentrates today, rather than starting from what Decagon can build.
  2. Narrow to 2-3 candidate workflows using concrete questions: volume (how many interactions per month), current cost (staffing hours or outsourced cost), and complexity (how much of it fits a repeatable pattern versus genuine case-by-case judgment).
  3. Quantify value and risk for each candidate: estimated time or cost savings if automated at a realistic resolution rate, against compliance or safety risk if the workflow touches PHI or clinical judgment.
  4. Pick the initial use case where value is high, risk is manageable with human escalation paths, and success is measurable within a reasonable pilot window, and get explicit executive agreement on that single starting point before moving on.
  5. Leave the meeting with a credible 12-month roadmap sketch: pilot the initial use case first, define the expansion sequence to adjacent workflows based on pilot learnings, and name the metrics that will justify each expansion.

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