THE WORKSPACE
Your execution pipeline —
grouped by vendor, not by mess.
Savings Pipeline Tracker
Real-time financial staging and forecasting. Every activated playbook enters the pipeline at “Identified” and moves right as vendor engagement progresses. The top-line number is what you have shown the board.
What the Workspace Actually Does
Vendor-Centric Rollup
Playbooks touching the same prime vendor (Cardinal, Medline, Stericycle) roll up to one project row — so your Med/Surg and Sharps Container initiatives are not two separate PM boards.
Risk & Issue Log
Every project gets a slide-out Risk Log. Blockers, clinical objections, and vendor stalls stay visible without cluttering the Kanban — 50% dimmed background overlay keeps the board context present.
Savings Progress Tracker
A dashboard card shows progress toward the delivery commitment in real time — initiatives delivered, aggregate identified modeled savings, and days remaining in the 90-day window.
Stage Notifications
Each pipeline stage transition fires automated stakeholder emails with the right attachment — RFP document at Sourcing, CFO Charter at Validated. No chasing-people-on-Slack in the middle of a sourcing event.
Executive Charter Export
Close out any initiative with a one-click CFO Charter — a client-side PDF signed with a cryptographic hash. No server-side rendering, no PHI round-trip, no lost attachments in email chains.
Savings Capture at Close
When the contract is signed, you log one number: final negotiated price vs. baseline. Cost Avoidance is tracked as its own savings type — if the vendor wanted +$10 and you held it to +$5, that $5 counts. Feeds the Savings Progress tile.
Built On Principles
No patient data enters the platform. The workspace runs entirely on aggregate spend, vendor contracts, and contract prices — architecturally, not by policy.
Projects roll up to the prime vendor, not the initiative. Overlapping negotiations stay consolidated instead of duplicating PM overhead.
The CFO and VP of Supply Chain are rarely at a desk. Dashboard, Kanban, and approval flows are designed for mobile first, not an afterthought.
The workspace is the product.
Consultants leave PDFs on the way out the door. We leave you a live execution surface that keeps working after the engagement would have ended.