What it actually takes to ship a production AI agent in 2026
Beyond the demo. The five engineering disciplines that separate AI agents you put in front of customers from the ones that stay in dev forever.
Read the full post → Common Challenges
What we see in health & life sciences.
The technology and process challenges that come up in nearly every engagement we run in this industry.
01
HIPAA-aware AI deployments
AI in healthcare can be transformative — but only with the right governance, data handling, and human-in-the-loop design. Generic AI deployments fail audits.
02
EHR integration that actually works
Epic, Cerner, Athena — every EHR integration is hard. The ones that work are intentionally architected, not glued together.
03
Care coordination across fragmented systems
Patients receive care across health systems, payers, specialty providers, and digital tools. Coordinating that effectively is hard.
04
Clinical trial recruitment and patient engagement
Life sciences companies need infrastructure for clinical trial recruitment, eligibility screening, consent management, and ongoing engagement.
05
Real-world evidence and post-market surveillance
Life sciences companies need to capture real-world evidence systematically — and most do not have the data infrastructure to do it.
06
Multi-payer claims and prior authorization friction
Provider organizations lose revenue to prior auth complexity. Better workflow and AI dramatically reduce write-offs.
How We Help
What we deliver for health & life sciences firms.
Salesforce Health Cloud with HIPAA architecture
Health Cloud implementations with proper PHI segregation, audit trails, BAAs in place, and AI deployments that respect data classification.
HIPAA-aware AI deployments
Production AI agents with proper data classification, PHI handling, and audit trails — built to pass HIPAA security audits.
EHR integration patterns
Proven integration patterns for Epic, Cerner, Athena, and Allscripts — with proper FHIR/HL7 handling and clinical data governance.
Care coordination platforms
Unified care coordination across providers, payers, and patients with proper workflow design and AI-augmented intake.
Real-world evidence data platform
Structured RWE capture from clinical, claims, and patient-reported sources — built for regulatory submission and commercial use.
AI-augmented prior authorization
Claude-powered prior auth pre-screening, documentation assembly, and payer-specific workflow automation.
Regulatory & Compliance Matters
What we navigate in health & life sciences.
Compliance is not a separate workstream — it is embedded in every workflow we deliver. The major frameworks we work within:
HIPAA / HITECH
PHI handling, minimum necessary access, audit logging, BAA management, and breach notification workflows.
21 CFR Part 11 (FDA Electronic Records)
Electronic records and signatures compliance for FDA-regulated workflows including clinical and quality systems.
Sunshine Act / Open Payments
HCP transfer-of-value tracking, aggregate spend reporting, and CMS submission workflows.
GxP (GCP, GLP, GMP)
Good Practice compliance for clinical, laboratory, and manufacturing operations with validated systems.
GDPR for Patient Data
EU patient data handling, lawful basis documentation, and cross-border transfer workflows.
EMA / FDA Submission Standards
Regulatory submission workflows, eCTD preparation, and inspection-readiness evidence.
Signature Service Categories
The major health & life sciences practices our team runs.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced practitioners.
01
Provider & Patient Engagement
Care coordination, patient engagement, member service, and provider portal infrastructure.
02
Clinical Trial & Research Operations
Trial recruitment, eligibility screening, patient engagement, and research operations platforms.
03
HCP & KOL Management
Salesforce + Veeva-style HCP engagement, Speaker Bureau, sample disposition, Sunshine Act compliance.
04
Payer & Revenue Cycle
Prior authorization, claims management, denials management, and revenue cycle automation.
05
AI in Healthcare
HIPAA-aware AI deployments — care navigation, documentation, prior auth, and clinical decision support.
Platforms & Tools
The technology stack we typically deploy here.
Salesforce Health Cloud
Salesforce Agentforce (HIPAA-aware)
Epic / Cerner / Athena / NextGen integrations
Anthropic Claude (with BAA)
Veeva CRM (for life sciences)
Tableau for healthcare analytics
IQVIA / Symphony data
Clinical trial platforms
Integration Ecosystem
The platforms we connect to in health & life sciences.
Our team carries hands-on experience across the systems your firm already runs. Integration is rarely the bottleneck.
Salesforce Health Cloud
Salesforce Life Sciences Cloud
Veeva CRM
Veeva Vault
Epic / Cerner (HL7 FHIR)
eClinicalWorks
Athenahealth
Allscripts
IQVIA
Medidata
Oracle Health Sciences
ICONIK
Box for Healthcare
DocuSign for Life Sciences
Snowflake Healthcare Cloud
AWS for Health
Microsoft Cloud for Healthcare
Komodo Health / IQVIA data
Recent Engagements
Real work for health & life sciences clients.
A few examples of how these capabilities show up in practice — drawn from recent and active engagements (client names anonymized where appropriate).
01
HIPAA-aware Service Cloud for a regional health system
Built a member service platform with HIPAA-compliant Agentforce for tier-1 inquiries, automated audit trails, and Epic EHR integration via FHIR. Self-service deflection rate at 64%; member satisfaction up 18 points.
02
Clinical trial recruitment platform for a CRO
Designed a Salesforce Health Cloud configuration for clinical trial recruitment, eligibility screening, and patient engagement — with proper consent management, IRB workflows, and EDC integration.
03
HCP engagement system for a medtech company
Replaced spreadsheet-driven HCP tracking with a Salesforce-based engagement platform covering KOL relationships, Speaker Bureau management, sample disposition, and compliance documentation for Sunshine Act reporting.
04
Patient engagement platform for a specialty care provider
Built HIPAA-compliant patient communication system with appointment workflows, secure messaging, and AI-triaged inbound. Patient no-show rate down 32%.
05
Salesforce Health Cloud + Epic integration for a multi-site practice
Bidirectional sync between Epic and Salesforce Health Cloud covering patient demographics, appointments, and care plans. Care coordinator productivity up 40%.
How Clients Engage Us
Four ways to work with us on health & life sciences initiatives.
From short diagnostics to fractional leadership, every engagement model is designed around the client's stage and needs.
Model 01
Discovery & Strategy
Healthcare and life sciences diagnostic engagements with proper HIPAA scoping.
Model 02
Fixed-Scope Implementation
Validated implementations for Health Cloud, EHR integrations, or AI deployments.
Model 03
Managed Services
Ongoing administration of healthcare platforms under HIPAA compliance.
Model 04
Fractional Healthcare Technology Leadership
Senior healthcare technology leadership with regulatory experience.
Outcomes We Deliver
The metrics we actually move for health & life sciences clients.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
01
Patient onboarding time
Reduce 40-65%
02
HCP engagement response rates
Increase 25-50%
03
Trial site activation time
Reduce 30-50%
04
Quality event cycle time
Reduce 40-60%
05
Adverse event intake time
Reduce to <24 hours
06
Compliance audit findings
Reduce to zero material
Signature Frameworks
Proprietary methodologies for health & life sciences work.
Every engagement leverages reusable assets — frameworks, blueprints, and diagnostics built up over hundreds of client projects.
Framework 01
Health Cloud Reference Architecture
Our blueprint for connecting EHR data via FHIR into Salesforce Health Cloud for care coordination, patient outreach, and operations.
Framework 02
HCP / Patient Multi-Channel Engagement
A framework for compliant, personalized HCP and patient communication across channels — built for life sciences and provider organizations.
Framework 03
Quality Operating System
A reference design for CAPA, deviations, change control, and complaint workflows that holds up to FDA inspection.
Framework 04
Aggregate Spend Workflow
Our approach to capturing, validating, and reporting HCP transfers-of-value across the enterprise for Sunshine Act / Open Payments compliance.
Available Soon · 28 pages · 24 min read
AI Automation in Healthcare & Life Sciences
How providers, payers, and life sciences companies are deploying AI within Salesforce Health Cloud, Veeva, and clinical systems to lift care coordination and HCP engagement.
A practitioner-level look at AI in healthcare and life sciences — patient outreach, HCP engagement, clinical operations, and quality workflows — with governance frameworks aligned to HIPAA, 21 CFR Part 11, and GxP.
Inside the report:
- ✓Patient onboarding and outreach automation
- ✓HCP engagement intelligence across channels
- ✓Quality, complaint, and adverse event AI workflows
- ✓Compliance considerations: HIPAA, Part 11, Sunshine Act
Featured Insight
Insight & analysis from our health & life sciences team.
Practitioner-level analysis from the consultants delivering the work.
AI Implementation
What it actually takes to ship a production AI agent in 2026
AI Implementation
Case Study
Recent health & life sciences success story.
AI & Technology Consulting
How a national diagnostic provider deployed two production AI agents in 90 days
A national diagnostic provider deployed Salesforce Agentforce agents handling 63% of routine contact center inquiries, freeing reps for clinical conversations.
63%
Auto-resolved
-22%
Handle time
90 days
To production
Our Capabilities
How we help health & life sciences clients.
Systems Integration
Connect the systems that run your business — CRM, ERP, billing, data, AI, analytics — into one cohesive architecture.
Learn more →Custom Development
Custom applications, platform extensions, integrations, and engineered solutions built when off-the-shelf software won't fit.
Learn more →AI & Technology Consulting
Strategic guidance from certified architects plus production AI deployments. System selection, roadmaps, audits, Agentforce, custom agents, and AI strategy — all under one practice.
Learn more →Revenue Operations
Align marketing, sales, and customer success into one revenue engine. Process, forecasting, attribution, and tech-stack optimization.
Learn more → More Industries
Sectors we also serve.
Ready to talk about your health & life sciences technology?
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