Goal

What the client needed to achieve

After acquiring a health insurance and benefits administration company, a large healthcare insurer launched a complex integration program to merge processes and transition customers and employees to new technology systems.

The initiative required aligning operations across two organizations, adopting an Agile development approach, and standardizing technology testing and quality assurance. The client engaged Sendero to lead multiple transformation efforts and oversee process integration across 26 workstreams.

Results

Creating a structured, scalable framework for ongoing integration and technology development

Delivery

How Sendero delivered

Sendero partnered with the benefits administration company to drive technology, process, and organizational alignment.

Highlights:

• Defined and stood up a Project Management Office to prioritize work, set documentation standards, and ensure visibility across development teams
• Served as Agile coach to guide the client’s technology transformation and identify opportunities for continuous improvement
• Implemented testing and QA standards across business and IT to ensure consistency and quality
• Developed operational readiness plans by documenting process changes, training needs, impacts, and dependencies across 26 workstreams
• Operated across seven disciplines—project management, product development, business analysis, operational readiness, Agile transformation, testing strategy, and technology product management—to coordinate enterprise-wide progress

Practice

Building structure for lasting integration

Through Sendero’s leadership, the healthcare insurer established a strong foundation for continued transformation. The client now operates with standardized testing tools, improved Agile capabilities, and formalized documentation that supports informed business decisions and ongoing technology evolution.

Key Contacts

Amy Goad

Managing Director, Consulting

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Bryant Robinson

Principal, Consulting

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