SGA Internal · VP of AI Strategy · Senior Leadership Briefing

The SGA AI PortfolioThree priorities — what we build, and in what order.

Every AI and analytics initiative sorts into three buckets. The order is the strategy: capture the merger synergies first, drive labor efficiency next, run the daily operation underneath.
1 · Synergies 2 · Headway 3 · Daybreak
For: Senior Leadership
Prepared by Scott Guest · May 2026
The prioritization framework behind the AI roadmap
02 · Priority 1 · Synergies
1Top priority
Synergies Trumps all
Any project that finds or captures value in the integration of SGA, Gen4, and Modis. This is the synergy from the merger and consolidation of the three companies — not outside M&A. Anything that lands in this bucket gets top priority.
Labor & headcount consolidation
Aligning staffing models and headcount economics across the three organizations — the single largest pool of consolidation value.
Headcount alignment Replacement economics Shared roles
Payer & fee-schedule alignment
Bringing payer contracts and negotiated fee schedules onto common, best-of footing across all three entities.
Fee negotiation Payer intelligence Contract leveling
Procurement & vendor consolidation
One purchasing footprint and one vendor base — supplies, IT, and services bought once for the combined network.
Procurement IT ticketing Vendor rationalization
Systems & technology unification
Merging the data, reporting, and tech stack into one platform — including the in-house AI capability we tout as a differentiator.
Unified data Common reporting AI / tech stack
Why it trumps everything
Synergy capture is the whole point of the merger. Prove we can find and bank it ourselves, and the AI program becomes a board-level story — not an ops project.
The filter
If a project captures value created by combining SGA, Gen4, and Modis, it is a synergy — and it jumps the line.
SGA · VP of AI Strategy
02 / 05
03 · Priority 2 · Headway
2Labor efficiency
Headway
Better managing labor so the network runs leaner and more cost-effective — across every position, not just doctors. Several components working together as one integrated system, in a new format built around the labor decision.
Replacement Index
When and where a position needs replacing, and what that replacement should cost and produce — across all roles, hygienists included.
All positions Cost to replace
Hiring Index
Where to hire, what it costs, and what the role must produce to pay for itself — the proactive side of labor management.
Where to hire Payback
RIS scorecard
The provider replacement / hiring scorecard with entity benchmarks — the scoring layer that sits over the indices.
Provider scoring Entity benchmarks
Schedule-utilization analysis
Finding the unworked capacity — Friday and open-day analysis that turns idle schedule into recovered production.
Friday analysis Open capacity
The concept
Not one report — a new format. The indices, the scorecard, and utilization read as a single labor-efficiency system covering every position.
How it connects up
The labor economics Headway manages day to day are the same numbers that feed the Synergies story above it.
SGA · VP of AI Strategy
03 / 05
04 · Priority 3 · Daybreak
3Daily operation
Daybreak
Drive the daily stuff. The recurring dashboards and briefs pulled into one place — what each role should focus on today, at the practice and at the region, ranked by what moves the needle.
Daily action briefs
The office-manager and leadership morning brief — a ranked, specific list of what to do today, each item tied to a metric the engine tracks.
OM daily brief Ranked actions
Operational dashboards
The recurring operating views — regional momentum, who executed, where to coach — pulled together under one daily surface.
ROD dashboard OM dashboard
Department drill-downs
The day-level departmental views, starting with hygiene — reappointment, production, and the daily focus that keeps the chair full.
Hygiene dashboard Reappointment
Pacing & context
Where today sits against the trailing average — the historical and daily pacing that makes the action list credible.
Daily pacing Historical pacing
The point of Daybreak
It runs the operation today — high volume, high frequency, immediate. Operational value, which is why it sits below the synergy and labor buckets.
The build path
Pull the recurring dashboards into one daily surface and build it out a piece at a time — start with one, then extend.
SGA · VP of AI Strategy
04 / 05
05 · The Build · Timeline
Three to four weeks · how the priorities get built

Validate. Build. Wire. Ship.

All three buckets run on one shared platform. The red bar is the keystone — the data & automation plumbing every priority hangs on. Once it exists, wiring each bucket is configuration, not a rebuild.

WORKSTREAM
Week 1 · Validate
Week 2 · Build
Week 3 · Wire
Week 4 · Ship
Validate data & sources
Validated metric layer
BUILD the platform
DATA & AUTOMATION PLUMBING · the keystone every bucket runs on
Secure environment
Auth · audit · key management
Wire Synergies
Synergies on the platform
Wire Headway
Headway on the platform
Wire Daybreak
Daybreak on the platform
Monitoring & alerting
Health checks live
Docs & handoff
Runbooks & ownership
End state: every priority running on one shared platform — monitored, documented, owned.
SGA · VP of AI Strategy
05 / 05
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