aftercallanimation

Signals

Dr. Priya Anand

CMO · Discovery Call

40%

of time

Lost to documentation. Teams need capacity back.

⚡ Core Pain

James Park

VP Ops · Email

15%

target

Board mandate by Q2. Admin reduction, non-negotiable.

📊 Success Metric

Kevin Torres

IT Dir · Slack

Epic

required

Hard requirement. Previous vendor failed here.

🎯 Must-Have

Kevin Torres

IT Dir · Tech Call

Mar

deadline

Fiscal cutoff. Live by March or budget freezes.

🗓 Hard Deadline

Value Case — Meridian Health ✓ Auto-Generated

Reclaim Clinician Time

380 staff · ambient note-taking

$2.1M

Annual Impact

44% doc time saved

Avg. 2.1 hrs/day returned per clinician

Dr. Anand · Nov 18

Exceed Board KPI

Workflow automation · Q2

18–22%

vs. 15% target

Admin overhead reduction

Validated across 3 health systems in 2024

J. Park · Nov 21

Epic Integration — De-risked

Certified partner · 47 live installs

2 wks

POC to validate

Native bi-directional sync

Zero custom dev · Epic App Orchard certified

Slack · K. Torres

3-Year ROI Summary Export PDF ↗

4.2^×

Return on Investment

$3.8^M

Total Value Created

7^mo

Payback Period

Hero — MEDDPICC

MEDDPICC Analysis

From call transcript · Nov 18

Deal Score

62%

Weak Fair Strong Qualified

⚠ Needs Attention 3 gaps identified

Metrics

✓ Confirmed

15% admin reduction by Q2 · $2.1M clinician time recovered

Via Dr. Anand — "We need measurable ROI for the board"

Economic Buyer

⚠ Partial

CFO Sandra Martinez — identified, not yet engaged

Via James Park — Sandra controls final sign-off over $500K

Decision Criteria

✓ Confirmed

Epic integration · GDPR compliance · Time-to-value

Via Kevin Torres — Formal criteria doc shared post-call

Decision Process

⚠ Unclear

Committee review Dec · Board sign-off Jan — full chain unknown

Via Michael Chen — Number of approvers not confirmed

Paper Process

✗ Gap

Legal review timeline unknown · Procurement not engaged

Via AE note — Must loop in procurement before Dec committee

Identified Pain

✓ Strong

40% of clinician time lost to manual documentation

Via Dr. Anand — Raised unprompted, CMO's top priority

Champion

✓ Active

Michael Chen, VP Product — actively pushing internally

Via Michael — Scheduled follow-ups · Shared brief with team

Competition

⚠ Present

Nuance DAX in evaluation · Shortlisted alongside Hero

Via Kevin Torres — "We're comparing two vendors right now"

Open Gaps — Action Required

Engage Sandra Martinez Map full approval chain Loop in Procurement now Competitive displacement plan