Selected Work

Ten problems, one line through each of them.

A sample of the project types Clearline takes on — spanning healthcare, health tech, SaaS, and consulting clients. Every project below is a composite built for illustration.

All client names, logos, and figures shown here are fictional composites created for portfolio illustration. No confidential or client-owned material is displayed.
Board Update
EHR Transition — Board Readiness Review
Board & Leadership Update

Meridian Health Systems

Regional Health System · 6 hospitals
Challenge: PMO status reports were too technical for the board to approve continued Phase 2 funding.
Approach: Rebuilt the update around three board-level questions — risk, timeline, spend — with technical detail moved to an appendix.
ResultPhase 2 funding approved in a single meeting, no follow-up requested.
Status Report
Platform Migration — Executive Summary
Executive Presentation

Verity Diagnostics

Health Tech / Diagnostics · Series C
Challenge: Weekly status decks had grown to 40+ slides and leadership had stopped reading them closely.
Approach: Cut to a 6-slide format: one page per workstream, red/yellow/green only, narrative notes underneath.
ResultLeadership meeting time on status updates dropped from 45 to 15 minutes.
Implementation Roadmap
Multi-Site Rollout — 18-Month Plan
Implementation Roadmap

Northfield Dental Partners

Multi-location Dental Group · 40+ practices
Challenge: A new practice-management system needed sign-off from ops, IT, and clinical leads who each saw a different version of the plan.
Approach: One shared roadmap document with role-specific callout tracks, plus a companion exec deck for the kickoff.
ResultAll three stakeholder groups signed off in the same week, first time in the program's history.
Transformation Proposal
Patient Intake Modernization
Implementation Roadmap

Baymark Behavioral Health

Behavioral Health Provider Network
Challenge: An internal proposal to replace paper intake had been rejected twice for lacking a clear cost case.
Approach: Reframed around patient wait-time and staff-hour savings, with a simple before/after workflow visual.
ResultApproved on the third submission, with budget increased over the original ask.
QBR
Q3 Business Review — Enterprise Tier
Strategic Communication Retainer

Cascade Care Software

Health Tech SaaS · Enterprise Segment
Challenge: QBRs felt like a sales pitch to renewal-stage clients who wanted a partner check-in, not a feature demo.
Approach: Rebuilt the template around client outcomes first, roadmap second — built once, reused quarterly under a retainer.
ResultRenewal conversations shortened, with two upsell conversations opened organically.
Sales Deck
PMO-as-a-Service — Capabilities
Executive Presentation

Ferrow Consulting Group

Boutique Operations Consultancy
Challenge: Their sales deck read like a capabilities list, with no clear reason a prospect should choose them over a Big 4 firm.
Approach: Anchored the deck around a single differentiator — senior-only delivery — repeated visually across every section.
ResultClose rate on qualified pitches improved across the following two quarters.
Process Redesign
Care Coordination Workflow
Deck Refresh & Polish

Alderleaf Health Network

Community Health Network
Challenge: An internal process map had become unreadable after two years of ad hoc edits by different teams.
Approach: Rebuilt as a single-page swimlane diagram, color-coded by handoff owner.
ResultAdopted as the standard onboarding reference for new care coordinators.
Executive Brief
Vendor Consolidation — Decision Brief
Deck Refresh & Polish

Component Health

Digital Health Startup · Series B
Challenge: Leadership needed a same-week decision on consolidating five vendors, buried in a 12-page memo no one had time to read.
Approach: Condensed to a single-page brief: recommendation up top, three supporting facts, one risk called out plainly.
ResultDecision made in the next scheduled leadership meeting, no extra meeting required.
PMO Playbook
Governance Framework — v1
Strategic Communication Retainer

Trellis Systems

B2B SaaS, scaling PMO from 2 to 12 people
Challenge: Every project manager was running status updates and intake differently, creating confusion for leadership reviewing multiple projects.
Approach: Built a standardized playbook — intake template, status format, escalation criteria — documented once, trained across the team.
ResultNew PMO hires reached full template fluency in under a week, down from roughly a month.
Strategy Narrative
Three-Year Vision — Leadership Offsite
Board & Leadership Update

Harborview Health Partners

Regional Payer-Provider Partnership
Challenge: A new three-year strategy existed only as a dense internal document; leadership needed something to actually present at the annual offsite.
Approach: Turned the plan into a narrative arc — where we are, what's breaking, where this leads — instead of a bullet-point summary.
ResultDeck reused unedited at two follow-up investor and partner meetings.