PressW Proposal

SuccessRx - Project Proposal

Discovery Window, Catalog Positioning, and Scope Definitions

Engagement Overview

Goal: Rapidly stabilize and improve SuccessRx's telehealth flow while evaluating where GenAI adds real leverage.

Tracks / Outcomes:

  • Track 1: Find Quick Wins with the existing platform;
  • Track 2: GenAI Pilot Specs (orchestrator with human-in-the-loop and guardrails).

Development Tracks

Two parallel paths to maximize SuccessRx platform value

Track 1: Quick Wins

Immediate Impact

Rapid improvements to existing platform capabilities and user experience.

Focus Areas:

  • UX/UI optimizations for intake flow
  • Patient portal enhancements
  • Mobile responsiveness improvements
  • Notification system reliability
Timeline Weeks 2-4

Track 2: GenAI Pilot

Strategic Innovation

AI-powered orchestration with human oversight and compliance guardrails.

Key Components:

  • Provider review automation
  • Human-in-the-loop validation
  • Compliance framework design
  • Orchestrator agent architecture
Timeline Weeks 3-6

Convergence Point

Both tracks inform the comprehensive roadmap delivered in Week 6, providing immediate value while establishing the foundation for strategic AI integration.

Project Timeline

Interactive Project Timeline

Timeline Controls
Phase Details
Hover over a milestone
Phase Overview
Progress: Awaiting approval
Duration: 6 weeks
Status: Planned
Resource Allocation
Frontend Dev
40%
AI/ML Engineer
30%
DevOps
20%
QA/Testing
10%
Phase 1: Weeks 0-2

Discovery & Audit

Architecture map, risk assessment, and opportunity identification

Phase 2: Weeks 2-4

Active Development

Demo-ready UX upgrades and quick wins implementation

Phase 3: Weeks 3-6

Pilot Build Specifications

GenAI roadmap and compliance guardrails definition

Phase 4: Week 6

Final Roadmap

Strategy presentation and next-phase proposal

Scope & Phasing

Phase Deliverable Outcome
1
Audit (Weeks 0–2)
Architecture map, risk log, split backlog (Quick Wins Roadmap and GenAI Opportunity Identification), read-out Shared clarity on immediate and long-term scopes
2
Quick Wins (Weeks 2–4)
Demo-ready* UX upgrades (potential examples being intake, portal, notifications, mobile) Higher conversion; reduced abandonment and support
3
Pilot Build Specs (Weeks 3-6, parallel)
GenAI Roadmap: ML arch. + human-in-loop integration point definition + compliance guardrails definition Strategy Alignment and GenAI Roadmap
4
Roadmap Deck (Week 6)
Strategy, budget, next-phase proposal Board-ready plan & bases for expansion

*Demo Ready means that the UX updates are ready for internal stakeholder review.

Detailed Phase Breakdown

PHASE 1: Discovery & Audit Window

Duration & Structure

  • Timeline: 10 business days from kickoff ("Discovery Sprint")
  • Decision Gate: Day 9 read-out with a clear Go/Extend decision
  • Optional Extension: Up to 2 additional weeks (Weeks 3–4) if criteria below are met

Expected Milestones

  • Day 3–5: Current-state architecture map, data flow, risk & gaps log v1
  • Day 7: Split backlog (Quick Wins vs GenAI Buildout), acceptance criteria drafts
  • Day 9 (Gate): Read-out, budgeted plan, and Catalog picks for pilot/build

Potential Extension Criteria

  • Net-new integration risks or compliance constraints discovered after Day 6
  • Additional stakeholders/processes materially affecting scope are identified. E.g. "A third-party integration provider has not thoroughly been documented or available to work with"
  • Client and Contractor mutually determine that to scope a core feature, deeper research and validation is necessary to properly scope and roadmap

Quick Win Exploration (Rapid Scope)

During the Discovery Sprint we will identify "rapid" improvements (e.g., intake UX polish, copy/validation fixes, mobile/responsive remediation, notification reliability). This preserves momentum and shortens time-to-value without waiting four weeks.

Outcomes

  • Clear separation of immediate build scope vs longer-term GenAI opportunities
  • Early identification of tangible improvements for the active user flow ("rapid" items)
  • A flexible path to a four-week development window (6 week total) without idle time or sunk cost

PHASE 2: Active Development & Demo Event

Duration & Structure

  • Timeline: 10 business days
  • Demo Event: Formal Presentation of Produced Works and Demo-Ready Features
  • Optional Extension: Up to 2 additional weeks (Weeks 3–4) if criteria below are met

Expected Milestones

  • Architecture Map, Data Flows, Risks & Gaps Log v1
  • Quick Wins produced in Demo Environment for Engagement
  • Gen AI Opportunity Targets, along with prospective Backlogs, Acceptance Criteria drafting, Estimated Efforts

Outcomes

  • Presentation of Produced Works, Alignment of GenAI Roadmap and next phase commenced

PHASE 3: Pilot Build Specifications & Roadmap

This phase formalizes pilot specifications, success metrics, and delivery roadmap based on Phase 1-2 findings. The specific scope and approach will be determined by discovery outcomes and stakeholder priorities identified in earlier phases.

Note: The following areas represent potential focus domains subject to validation and prioritization during Phases 1-2.

Technical Architecture

  • Microservices orchestration framework evaluation
  • Event-driven architecture pattern assessment
  • API gateway and rate limiting strategy definition
  • Distributed caching layer considerations
  • Message queue technology evaluation

AI/ML Framework Components

  • Model versioning and testing approach
  • Feature store architecture evaluation
  • Inference optimization strategy development
  • Model monitoring framework design
  • Distributed learning architecture assessment

Compliance & Governance Framework

  • HIPAA-compliant data processing workflow design
  • Audit trail architecture considerations
  • Access control framework evaluation
  • Data residency compliance assessment
  • Compliance reporting mechanism design

Integration Patterns & Methodologies

Data Pipeline

ETL/ELT patterns, streaming vs batch processing, data lake architecture

Service Mesh

Istio/Linkerd implementation, circuit breakers, retry policies

Observability

Distributed tracing, metrics aggregation, log correlation

Potential Deliverable Artifacts

  • Technical specification documentation with system diagrams
  • Infrastructure deployment templates (scope TBD)
  • API documentation framework
  • Security assessment guidelines
  • Performance criteria definitions

PHASE 4: Final Roadmap & GenAI Development Initiation

The final roadmap packages all prior findings into an executable program plan based on validated requirements and technical assessments from Phases 1-3.

Note: Final deliverables and scope will be determined by discovery outcomes and validated through the phased approach.

Strategic Roadmap Components

  • Quarter-by-quarter milestone mapping with dependencies
  • Resource allocation matrix and team scaling plan
  • Technology stack evolution and migration pathways
  • Risk mitigation strategies and contingency planning
  • ROI projections and success metrics framework

Execution Framework

  • Agile/SAFe implementation methodology
  • CI/CD pipeline architecture and automation
  • Quality gates and automated testing strategies
  • DevSecOps integration and security scanning
  • Performance monitoring and SLA definitions

Governance & Oversight Structure

Steering Committee

Executive sponsors, technical leads, compliance officers, quarterly reviews

Technical Board

Architecture decisions, technology choices, integration approvals

Risk Committee

Security assessments, compliance audits, mitigation strategies

Budget & Resource Planning

  • Cost modeling framework development
  • Infrastructure scaling considerations
  • Resource requirement assessment
  • Third-party cost evaluation
  • Budget planning methodology

Success Metrics & KPIs

Technical Metrics
  • System reliability and availability targets
  • API performance benchmarks
  • Model accuracy measurement framework
  • Infrastructure efficiency indicators
Business Metrics
  • User adoption measurement framework
  • Process efficiency indicators
  • Business impact assessment methods
  • Stakeholder satisfaction tracking

Anticipated Deliverables

  • Executive presentation with strategic recommendations
  • Implementation roadmap framework
  • High-level architecture guidelines
  • Risk assessment summary
  • Organizational readiness evaluation
  • Technology partnership considerations

Catalog of Possible Solutions

Menu of possible solutions the team is capable of delivering in subsequent phases. Selection requires separate authorization and change order. Not guaranteed or included by default.

Quick Wins (Examples)

  • Intake form rebuild (conditional logic, progress, save-state)
  • Patient portal enhancements (status/message/Rx/shipping clarity)
  • Notifications (submitted → reviewed → Rx sent → shipped)
  • Admin dashboard filters and reporting
  • Payments fallback & routing (e.g., Stripe/NMI) and pharmacy assignment per medication
  • Mobile responsiveness remediation
  • Analytics expansion & audit logs (non-LLM)

GenAI (Examples)

  • Orchestrator agent for "Provider Review → Pharmacy Fulfillment" (with human-in-loop and compliance guardrails)
  • Structured summarization of patient intake forms for providers
  • Policy/contra-indication checks with explainable outputs
  • Exception triage and auto-drafted communications
  • Internal knowledge assistant (procedures, compliance Q&A)

Definitions

Quick Wins

Software engineering without runtime LLMs/agents (forms, UX, dashboards, notifications, integrations).

GenAI Work

LLM/agent-based systems that interpret, decide, or orchestrate actions; includes evaluation, guardrails, and human-in-the-loop (HIL) design.

Billing/Estimation Note

Quick Wins tasks estimated by story points/effort. GenAI tasks include model/runtime cost, evaluation (prompt tests, guardrails), and HIL design.