Building Organizational Intelligence

How MRC Houston's AI workforce creates lasting competitive advantage

Pre-AI Technology Stacks Fragmented Data and Intelligence in Silos

Business systems before the AI era evolved as isolated tools, each solving narrow problems while scattering data across disconnected platforms.

1

The Problem

Critical organizational intelligence is fragmented across systems, making it tribal and perishable. Leaders spend hours reconstructing context from disconnected sources.

Fragmented
Tribal
Perishable
Inaccessible
2

The Daily Reality

8:00am

Open Salesforce, scan pipeline changes

8:30am

Check email threads, project management tools, spreadsheets

9:30am

Finally have a mental picture—only then can strategic decisions begin

90 minutes wasted every morning reconstructing context

3

Dashboards Are Not Enough

Current tool dashboards—even from leading platforms—are fundamentally retrospective and incomplete.

Retrospective Views

Looking backward, never forward. Static snapshots that miss cross-system signals.

Hunt and Gather

Force users to manually piece together fragments. Never surface full strategic impact.

Memory Reset

When people leave, dashboards reset. Valuable tacit knowledge erased permanently.

4

Strategic Blindness & Lost Institutional Memory

When knowledge lives in people's heads and scattered systems, organizations become vulnerable:

Slow decisions & missed patterns

Lost opportunities to act early

Strategic memory resets with every departure

Intelligence that took years to develop is lost in weeks

Every departure doesn't just create operational gaps—it resets the organization's strategic memory. The crisis is silent, but the impact is profound.

The Solution: Agentic AI as Organizational Nervous System

What's needed is an agentic AI layer that acts as the organization's nervous system: automatically connecting and synthesizing signals across all apps and platforms, proactively surfacing emerging risks and opportunities without waiting for manual queries, learning organizational context continuously, and bridging the gap between humans and systems to preserve and compound intelligence over time.

Copilots help you create

|

Agents help you execute

The 3-Layer Platform Architecture

1

Phase 1: Build the Brain

Unified knowledge layer that understands your organization

Not a data warehouse—a semantic knowledge layer integrated with every system (CRM, email, calendars, docs), accessible through natural language.

Vector Embeddings

Semantic understanding across all content

Knowledge Graphs

Relationship mapping across entities

Natural Language Access

Query anything in plain English

Example Query: "Project Avalon status"

The Brain returns: "Avalon is 67% complete, on schedule, BUT vendor delay yesterday creates renewal risk for Northern Industries (renewal in 6 weeks). Team addressing with [3 actions]. Similar projects averaged 2-day recovery."

2

Phase 2: Build the Workforce

Autonomous workers that monitor, decide, act, and learn

AI workers with specific roles that operate continuously, make decisions within boundaries, learn from corrections, and escalate when needed.

Status & Communication

Copilot

Project Setup

Copilot

Expediter Coordination

Agent

Provider Research

Agent

Authorization QA

Agent

Document Intake

Agent

Invoice Processing

Agent

Current Value: $600-680K annually

1,152 PM hours reclaimed monthly. Industry-leading 15-20 day turnaround (vs. 30-45 day standard). * Business case projections are estimates and not validated

3

Phase 3: Build the Nervous System

Proactive intelligence delivery—the right insight to the right person at the right time

Not dashboards humans have to check—intelligence that delivers proactively through the right channel (dashboard, Slack, email, SMS). It doesn't wait to be asked.

Multi-Channel Delivery

Dashboard, Slack, email, SMS routing

Role-Based Intelligence

COO vs PM vs Client get different views

Proactive Signals

Alerts before you need to ask

Example: Multi-Role Intelligence Flow

8:00am COO: Dashboard shows "3 at-risk renewals—pattern: Vendor X"

10:15am PM: Slack alert with draft email ready

2:00pm Client: Updated health score with resolution status

5:00pm COO: Summary with strategic recommendation

How AI Learns & Improves

Intelligence emerges from learning loops, not comprehensive upfront design. You don't build intelligence—you grow it through continuous feedback.

Real Queries

Reveal actual patterns and priorities users care about

Human Corrections

Teach judgment, tone, and organizational preferences

Real Outcomes

Show which approaches actually work in practice

Edge Cases

Refine boundaries, exceptions, and nuanced scenarios

Training in Action

Every draft you edit, every query you run, every pattern you confirm teaches the system your standards. The AI isn't following pre-programmed rules—it's learning your rules as you work.

The Compounding Effect

Value compounds. Intelligence built today creates advantage tomorrow.

Early Stage

Faster retrieval & search

Middle Stage

Workflow coordination

Advanced Stage

Pattern prediction

Mature Stage

Strategic intelligence

MRC Houston's Current Position

Between Middle and Advanced stages—AI workers monitor continuously, provide contextual insights, and pattern prediction capabilities are actively developing.

AI Workforce Portfolio

7 active workers delivering production value across medical records operations

70+
Active Projects
15-20 Days
Turnaround Target
1,152 Hours
PM Hours Reclaimed
$240K
Expediter Value

Value Proposition

$600-680K Annual Value

Toward 10% margin improvement

* Business case projections are estimates and not validated

Industry Leadership

30-45 days 15-20 days

Industry standard vs MRC turnaround

50%+ faster than industry average

COPILOTS

Collaborative intelligence for PM decision-making

Status & Communication Copilot

Real-time insights & client-ready responses

Active

Click to explore

Project Setup Copilot

Protocol validation & Salesforce accuracy

Active

Click to explore

AGENTS

Autonomous workflow automation with human oversight

Expediter Orchestration Agent

20-person team coordination

Active

Provider Research Agent

427 hrs/month automated

Active

Authorization QA Agent

600 monthly validations

Active

Document Intake Agent

80% electronic automation unlocked

Active

Invoice Processing Agent

Compliance risk elimination

Active
Activity Feed
AI Workflow Architecture
Complete system diagrams showing data flow and orchestration

Complete System Overview

All Workers System Architecture

Status & Communication Worker

Status & Communication Worker Flow

Project Setup Worker

Project Setup Worker Flow

Expediter Coordination Worker

Expediter Coordination Worker Flow

Provider Research Worker

Provider Research Worker Flow

Authorization QA Worker

Authorization QA Worker Flow

Document Processing Worker

Document Processing Worker Flow

Invoice Processing Worker

Invoice Processing Worker Flow

What can I help with?

Real-time insights across 70+ active litigation projects

Recent Queries

Projects at SLA risk this week
Draft status update for Norton Rose Fulbright
Expediter capacity analysis

SLA Risk Analysis

User
Which projects risk missing SLA this week?
Just now
I found 3 projects at SLA risk. Here's the breakdown with recommendations...
2 seconds ago

SLA Risk Projects

Draft Response for Norton Rose Fulbright

Protocol Validation

AI-extracted fields with confidence scoring

Protocol Form Preview (Page 1 of 13)

KIRKLAND & ELLIS LLP

Medical Records Retrieval Protocol

MATTER NAME:
Johnson Medical Malpractice Matter
BATES PREFIX:
KIRK-JOHN-2024-
PRIORITY CALLBACK RULES:
☑ P1/P2: Same-day callback required
☑ P3/P4: Next-business-day callback permitted
ANNOTATION PERMISSIONS:
☑ Date annotation: Allowed if signature present
☐ Signature annotation: Requires client review
☐ Scope annotation: Not permitted
SPECIAL HANDLING:
☐ Certification required
☐ Notarization required
Additional requirements on pages 2-13 include provider selection criteria, invoice validation rules, and delivery specifications.

AI-Extracted Fields

Expediter Orchestration Agent

20-person team coordination • $240K annual value

Team Capacity

Team Utilization: 95%

Scheduled Callbacks

47

Avg Daily Completion

32

Recommendation: Defer P4 to tomorrow, protect P1/P2 commitments

Consolidated Provider Requests

Priority Callback List

Provider Research Agent

427 monthly hours automated • $154K annual savings

Processing Stats

Auto-Processed (85%+)

23

Human Review (70-84%)

4

Manual Research (<70%)

1

Avg Processing Time: 90 seconds (vs 8 minutes manual)

Review Queue

Authorization QA Agent

600 monthly validations • 60-80% hold reduction

Processing Stats

Form Types Supported: 7

Generic HIPAA, Walgreens, Kroger, CVS, CMS, Psychiatric, Social Security

Avg Processing: <1 min (vs 4 min manual) • Monthly Volume: 600 authorization sets

Validation Queue (Traffic Light System)

Document Intake Agent

80% electronic automation unlocked • 24-48 hour acceleration

Impact Stats

Monthly Hours Saved

120

Annual Value

$43K

Turnaround Improvement

24-48h

Electronic Intake

80%

Document Inbox

Invoice Processing Agent

100% statutory compliance • 40-50% payment acceleration

Compliance Stats

State Maximum Fee Validation: 100%

Payment Cycle Acceleration: 40-50%

Compliance Risk: Eliminated

Invoice Queue (Traffic Light System)

ROI Calculator

Model your AI workforce investment with corrected assumptions from verified business case

Core Assumptions
4
$15
2,000
20
$31K
6 months
Select Workers to Deploy
2.8×
3-Year ROI
9
Payback (months)
$301K
Total 3-Year Investment
$850K
Total 3-Year Value

"The big one is Worker 3 (Expediter Coordination). Even if you brought that down by half, then I have to flip back to what's the initial investment cost to realize that value."

— Gretchen Watson, Meeting Transcript (Nov 7, 2025)

Annual Value by Year
Year 1 (50% realization) $159K
Year 2 (100% realization) $317K
Year 3 (100% realization) $317K
Investment Breakdown (3-Year Total)
One-Time Development (Year 1) $48K
QA Costs (Year 1) $5.4K
Operations Support (3 years) $108K
IT Overhead (3 years) $18K
Total 3-Year Investment $179K
Worker Breakdown
Worker Annual Value Cost
Pricing Policy & Assumptions
Operations Support: $3K/month minimum (per proposal)
Calculation Method: max($3K, total worker hours × $100/hr)
Worker Hours: 12 hours/month per worker
IT Overhead: $500/month (optional, client-estimated)
Year 1 Timeline: Adjustable live months (default: 6)
Business Case Corrections
Project Managers: 9 → 4 RR PMs
Labor Rate: $30/hr → $15/hr blended
Provider Volume: 5,122/mo → 2,000/mo

💡 Note: This is a decision support and visualization tool based on business case assumptions. All values and timelines are illustrative scenarios to guide strategic planning—not contractual commitments. Actual implementations, UI/UX, and results will be defined during project execution.

About the ROI Calculator

Understanding how to model AI worker investment and value

ROI Calculator

Purpose

The ROI Calculator helps you model the 3-year financial impact of deploying AI workers at MRC Houston. It shows total investment costs, annual value realization, payback period, and ROI multiple based on your specific worker selections and deployment timeline.

How to Use

  1. Adjust Input Controls: Use the sliders on the left to modify assumptions (PM count, labor rate, providers/month, etc.)
  2. Set Year 1 Timeline: Use the "Year 1 Live Months" slider (1-12 months) to model partial-year deployments
  3. Select Workers: Check/uncheck workers to see how different combinations affect ROI
  4. Optional IT Overhead: Enable the IT Overhead toggle ($500/month) if infrastructure costs apply
  5. Review Results: The middle panel shows 3-year ROI, payback period, and cumulative investment vs. value chart
  6. Analyze Breakdown: The right panel shows detailed cost breakdown by category

Key Assumptions

  • Development Costs: $16K foundation + $32K per worker (one-time, Year 1 only)
  • QA Costs: $5,400 (one-time, Year 1 only)
  • Operations Support: $3K/month minimum OR (worker hours × $100/hr), whichever is higher
  • IT Overhead: $500/month (optional, if infrastructure support is needed)
  • Value Realization: 50% in Year 1, 100% in Years 2-3 (conservative ramp-up)
  • Worker Hours: Each worker = 12 hours/month of operational support

Limitations & Caveats

⚠️ This tool makes several simplified assumptions:

  • Static Costs: Development and operations costs are assumed constant across all workers
  • Linear Scaling: Adding more workers increases ops costs linearly (12 hours each)
  • Hard Cost Savings Only: Worker values show time/cost savings, not soft benefits like improved accuracy or customer satisfaction
  • No Overlap Analysis: Doesn't account for worker dependencies or synergies (e.g., Worker 1 feeding data to Worker 3)
  • Fixed Ramp-Up: 50% Year 1 realization applies to all workers equally—actual adoption may vary
  • No Volume Sensitivity: Value calculations don't adjust for case volume fluctuations

When to Use This Tool

Use the ROI Calculator when:

  • Evaluating the financial impact of specific worker combinations
  • Presenting budget requirements to stakeholders
  • Comparing different deployment timelines (3 months vs. 12 months live in Year 1)
  • Understanding the relationship between investment and value realization

⚠️ Important Disclaimer

This ROI Calculator is a decision support and visualization tool based on business case assumptions from October 2025. All values, timelines, and metrics are illustrative scenarios to guide strategic planning—not contractual commitments.

Actual implementations, development costs, operational support requirements, worker performance, and value realization will be defined during project execution. Use this tool to explore possibilities and trade-offs, not as precise predictions.