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Collier & Associates brand mark featuring the core services: Business Transformation; Enterprise Systems; AI-Enabled Execution.

PE-Backed Hospital & Physician Multimedia Firm (Gladstone Capital Portfolio Company) — Interim CTO & Independent Board Member, 2 Years

Client Challenge

  • A PE-backed healthcare multimedia firm was navigating a CEO transition while developing a multi-million-dollar hospital data analytics product

  • Development costs were excessive, internal technical expertise was thin, and business continuity through the leadership change was at risk

  • The Head Data Scientist resigned, threatening delivery of the AI/ML analytics products to hospital clients

Client Solution

  • Executive Leadership: Provided strategic guidance through the CEO transition as Interim CTO and Independent Board Member, maintaining operational continuity

  • Product Development Optimization: Reviewed the analytics product end to end, identified inefficiencies, and drove strategic design changes that cut cost while improving functionality

  • Internal Capability Building: Architected the transition from third-party development to in-house teams — SOPs, role design, organizational structure, and full-cycle recruiting and onboarding

  • Data Science and Targeting: Led R-based data mining, ML profiling, and scoring against big data — InfoUSA 260M+ records, hospital EHR, and NHANES datasets — and developed target profiles (e.g., “Louis Vuitton Moms”) for precision marketing campaigns

  • Product Oversight: Oversaw development of the hospital data analytics product powering targeted variable printing for physician offices and campaigns to profiled existing and prospective patients and consumers of preventive health services

  • Agile Implementation: Established agile delivery to accelerate the product while protecting quality

Client Impact Results

  • Cost Efficiency: Reduced product development costs by approximately 74% through design changes and in-house capability

  • Time-to-Market: Launched MVP Version 1 in under 3 months

  • Organizational Development: Stood up functioning IT and Data Science departments in under 4 months, completing the exit from the third-party development firm

  • Revenue Growth: Contributed to a 10% increase in sales revenue through strategic recommendations

  • Leadership Continuity: Onboarded the new CEO while preserving operational momentum

Client Technologies

  • R and RStudio — data mining, machine learning profiling, and predictive scoring models

  • SQL Server; InfoUSA (260M+ records), hospital EHR, and NHANES datasets

  • Hospital data analytics platform design; targeted variable-print and precision-marketing pipelines

  • Agile DevOps; BAS™ Solution for organizational design; technical talent acquisition and team building

Speaking for the Board and Stakeholders, I want to thank you for your contributions to True North’s success through very constructive and valued advice both in and outside the board meetings. You validated the premise that Independent Directors bring unique value to companies and financing stakeholders. For all this you deserve a hearty “Bravo Zulu”. As we look at new boards and anticipate rotating existing Independent Directors amongst existing companies I hope we can consider you a candidate. In the interim I hope we can give you continued reports of success in Chattanooga, which is due in no small way to your participation.

Terry Brubaker, Board Chairman ~ True North; Director, The Gladstone Companies

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