Home · Methodologies
Named Frameworks · Applied Every Engagement

Four named methodologies. Built inside real turnarounds.

Not frameworks I read in a book. Frameworks I built inside twenty-five years of claims platform migrations, workforce enablement programs, AI transformations, and enterprise digital hubs. Every engagement runs on at least one of these.

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Four methodologies. One integrated system.

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The Engagement Journey

Where you'll be, week by week.

The typical GGenesis engagement follows this arc. Every stop names which methodology is active, what gets produced, and how long it takes. No mystery.

Click any stop above to see what happens at that point in the engagement.
Why named methodologies matter

If it doesn't have a name, you can't measure it.

Most consulting engagements end with a stack of decks and a client who cannot articulate what they bought. Named methodologies solve that. Each has a defined scope, a documented set of deliverables, and a measurable outcome. When a leadership team hires GGenesis, they know exactly which framework is running, what it will produce, and how success will be judged.

"I do the work. Then I name the work so the client can prove what changed."

CRM
Framework Type
Analytical
Time to Deliver
6 to 10 weeks
Used In
CaliberSuite™ · GGenesis CMM Diagnostic™ · every consulting engagement
IP Status
GGenesis Strategic Solutions™
Methodology One

Cost-to-Revenue Method™

Every operating dollar spent, mapped to the revenue behavior it produces.

The problem it solves

Leaders make pricing, staffing, and workflow decisions with cost data on one side and revenue data on the other. The two sides never touch. Finance can tell you what payroll costs. Operations can tell you what claims volume produces. Nobody can tell you which operating dollar creates which revenue outcome, or which cost line is silently killing margin.

How it works

The Cost-to-Revenue Method™ maps each cost line to a specific revenue-generating behavior. Every operating dollar (labor, tools, vendors, overhead) gets assigned to a downstream revenue event (claim adjudicated, member enrolled, customer converted, contract renewed). The output is a decision layer that shows which spend produces which revenue at what ratio.

What comes out of it

  • Cost-to-Revenue map · every operating dollar attributed to a revenue behavior
  • Executive decision dashboard · which lines to protect, cut, or reallocate
  • Pricing model recalibration · what the market can bear against real unit economics
  • Staffing model recalibration · which roles produce revenue, which cost without producing
  • 90-day action plan · sequenced by financial impact and change risk

Where it's used

Every GGenesis consulting engagement runs Cost-to-Revenue Method™ analysis. It's the analytical framework baked into CaliberSuite™. It's the diagnostic layer inside the GGenesis CMM Diagnostic™ engagement. When a client tells me "we're spending too much on X" or "our margins are compressing," this is the first thing that runs.

OTS
Framework Type
Consulting Delivery
Time to Deliver
4 to 12 weeks
Used In
All consulting engagements · CMM Diagnostic · CaliberSuite™ deployment support
IP Status
GGenesis Strategic Solutions™
Methodology Two

Operational Translation Sprint™

Strategy becomes operational playbook. Every time. On a clock.

The problem it solves

Strategy decks read like poetry. Operations teams need instructions. The gap between "here's the plan" and "here's exactly what my team does Monday morning" is where transformations die. Most consulting engagements produce a strategy deliverable and then leave the client to translate it themselves, which never happens.

How it works

The Operational Translation Sprint™ is a fixed 4-to-12-week engagement that takes a strategic direction and produces the operational playbook that makes it real. The sprint runs on weekly cadences with named deliverables at each week. No open-ended discovery. No "we'll get back to you." Every week produces something the operations team can use immediately.

What comes out of it

  • SOPs · step-by-step operating procedures for every affected workflow
  • RACI matrix · who owns what, who's consulted, who's informed, on every task
  • KPI dashboard · what gets measured week over week to prove the transformation
  • Executive playbook · leadership talking points, board reporting cadence, escalation paths
  • Change readiness assessment · which teams are ready, which need enablement first
  • Named 90-day implementation plan with weekly milestones

Where it's used

Every consulting engagement runs on Operational Translation Sprint™ delivery cadence. Whether the underlying work is claims platform migration, AI strategy deployment, workforce transformation, or payer operations turnaround, the delivery structure is the same. That's why GGenesis engagements finish on time with documented outcomes.

CIC
Framework Type
Change Management
Time to Deliver
3 to 6 weeks per major change
Used In
Platform migrations · tech deployments · workforce transformations · AI rollouts
IP Status
GGenesis Strategic Solutions™
Methodology Three

Change Impact Crosswalk™

Every technology change mapped to the workforce impact it will actually create.

The problem it solves

Surprise kills adoption. Every failed platform migration, every stalled AI rollout, every technology-driven workforce shift has the same post-mortem: "the team was surprised." Change Impact Crosswalk™ prevents surprise by mapping every technology change to the workforce and process shifts it triggers, before the technology is deployed.

How it works

The Crosswalk™ takes each proposed change (system upgrade, new AI tool, workflow automation, org restructure) and maps it across four dimensions: what breaks in the current process, what new skills the workforce needs, what communications the leadership must send, and what readiness activities must happen before the change goes live. The output is a matrix that shows every downstream impact, quantified.

What comes out of it

  • Crosswalk matrix · every technology change mapped to workforce, process, and comms impact
  • Readiness assessment · which teams are ready, which need training first
  • Communications plan · what leadership says, when, and to whom
  • Training curriculum · role-based enablement materials for every affected function
  • Risk register · what could go wrong at go-live and how to mitigate
  • Post-go-live monitoring plan · KPIs to watch, cadence to review, escalation triggers

Where it's used

Change Impact Crosswalk™ runs on every platform migration engagement (HealthRules, GuidingCare, QNXT, FACETS), every AI deployment, every workforce transformation. It's why my $18M HealthRules migration hit go-live with zero critical defects and claims inventory sustained under 30 days · the workforce was ready before the technology was.

Methodology Four

The GGenesis Five Pillars of AI Maturity™

Adapted from public-domain capability maturity science. Built for owner-operators.

A five-pillar capability maturity diagnostic that measures where a business stands on AI readiness across the dimensions that actually matter. Applied inside the GGenesis CMM Diagnostic™ engagement (six weeks, scoped after fit call) and inside CaliberSuite™. Grounded in public-domain CMM research and industry-standard responsible AI principles.

01

Strategy

AI vision tied to business outcomes, not shiny tools. Executive alignment. Roadmap horizon.

02

Data

Ownership, quality, security, retention, and access controls. The unglamorous foundation.

03

Technology

The stack that fits your stage. Not someone else's template. Build, buy, or partner decisions.

04

People

Skills, roles, adoption, and change readiness. AI dies without the workforce ready to use it.

05

Governance

Policies, oversight, model risk, ethics committee, responsible AI principles applied.

What Comes Out of the Diagnostic
  • Scoring rubric · your business scored across 30 sub-capabilities on a 5-level maturity scale
  • Roadmap · sequenced 12-to-18-month AI maturity plan with quarterly milestones
  • Board-ready summary · fifteen-slide deck a C-suite executive or founder can present to leadership
  • Governance starter pack · AI ethics charter, responsible AI policy, model risk framework language
  • 90-day activation plan · what to do first, second, third · sequenced by ROI and change risk
How They Stack

Which methodologies run for which engagements.

Every GGenesis engagement runs on at least one named methodology. Most run on three or four stacked together. Here's the map.

Engagement Type CRM OTS CIC 5-Pillar
GGenesis CMM Diagnostic™Six-week productized advisory
Health Plan TurnaroundClaims, configuration, provider network, payer platform migration
AI Transformation SprintStrategy plus deployment for founder-CEOs and executive teams
Workforce Enablement ProgramLearning academy design, SCORM curriculum, LMS deployment
CaliberSuite™ DeploymentAI executive advisor setup and calibration for a business
AI Community MembershipOngoing self-service application of frameworks

Attribution. The Cost-to-Revenue Method™, Operational Translation Sprint™, and Change Impact Crosswalk™ are original GGenesis Strategic Solutions™ intellectual property, developed over twenty-five years of enterprise operational leadership and used inside every client engagement. The GGenesis Five Pillars of AI Maturity™ is a productized adaptation of the Capability Maturity Model, originated at Carnegie Mellon University's Software Engineering Institute (public domain), and integrates the industry-standard Six Principles of Responsible AI drawn from NIST AI RMF, Microsoft Responsible AI Principles, and OECD AI Principles. No affiliation with, endorsement by, or use of proprietary intellectual property from any academic institution is claimed or implied.

Ready to Apply One?

Book a Discovery Call and we'll tell you which framework your engagement needs.

30 minutes. Bring your operation, your bottleneck, and what you've already tried. I'll tell you honestly whether one of the four methodologies is the right fit, and which one.

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