Case study
Andwise: fiduciary planning & physician support
Co-founded Andwise, raising $240K, growing to 1,200+ physician users and a 700-member community with a 50+ physician advisory board.
Timeframe
2022–2024
Focus
Redacted, de-identified outcomes
Summary
Co-founded Andwise, raising $240K, growing to 1,200+ physician users and a 700-member community with a 50+ physician advisory board.
Summary
Co-founded Andwise, raising $240K, growing to 1,200+ physician users and a 700-member community with a 50+ physician advisory board.
Intervention
Built a medical advisory board of over 50 physicians and a vetted planner directory.
Outcome
<span data-evidence='directional'>Recommendation turnaround dropped from days to hours</span> for standard reviews.
End-to-end flow
Detail
Constraints
- Fiduciary duty, legal review, and audit-trace requirements.
- Decision anxiety for clinicians and advisors.
- Need for escalation paths when recommendations required review.
Interventions
- Built a medical advisory board of over 50 physicians and a vetted planner directory.
- Designed review routing, response windows, and escalation clocks.
- Implemented plain-language summaries with accountable sign-off.
Outcomes
- <span data-evidence='directional'>Recommendation turnaround dropped from days to hours</span> for standard reviews.
- <span data-evidence='verified'>Grew to 1,200+ physician users and a 700-member physician community.</span>
- <span data-evidence='directional'>Review records linked decision context to outcomes</span> — teams could trace what worked.
- <span data-evidence='directional'>Physician trust scores rose as recommendation provenance became visible.</span>
Artifacts
- Medical advisory board governance charter defining review scope and authority.
- Review routing matrix mapping escalation timers to owner service-level agreements.
- Contract analyzer producing structured summaries with accountable sign-off checkpoints.
Details are anonymized because of healthcare, client, and commercial confidentiality. Where exact figures cannot be shared, I describe the operating problem, intervention, observed directional change, and what I directly owned.