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Customer Success·Representative Engagement Example·Healthcare network · multi-site

Customer experience redesign across the patient journey

Mapping the end-to-end patient lifecycle, redesigning the highest-friction handoffs, and instrumenting experience metrics that finally moved together.

+18 pts
average experience score improvement across sites (illustrative)
-40%
handoff-related complaints in the redesigned journeys
1 system
of leading and lagging measures replacing siloed surveys
Challenge

The situation

  • Patient satisfaction scores varied by 25+ points across sites with no clear explanation in the existing data.
  • Front-line teams were running on heroics — strong individuals masking systemic handoff failures.
  • Existing experience surveys were lagging, generic, and disconnected from operational levers leaders could pull.
Approach

How we engaged

01

Diagnose

Journey-mapped the end-to-end patient experience across three representative sites, with frontline shadowing and patient interviews.

02

Design

Identified seven moments of truth, redesigned the four highest-friction handoffs, and defined leading-indicator experience metrics per moment.

03

Deliver

Rolled out updated standard work, instrumentation, and a site-level experience operating rhythm with frontline involvement.

04

Operate

Quarterly cross-site review of moments-of-truth metrics tied directly to staffing, training, and process change decisions.

Solution

What we built and ran

  • A patient journey map with seven defined moments of truth and clear ownership
  • Redesigned standard work for the four highest-friction handoffs
  • A leading-indicator experience scorecard at the moment level, not the site level
  • A site-level operating rhythm linking experience metrics to operational decisions
Lessons learned

What we'd carry forward

  • Experience is built or broken at handoffs. Measure those, not aggregate satisfaction.
  • Frontline teams already know where the failures are — the work is to make their knowledge legible to leadership.
  • Lagging metrics describe the past. Pair them with leading indicators or change stays slow.

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