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Article

SEI Convened Healthcare Leaders to Discuss Where AI Agents Actually Deliver

The takeaway: well defined tasks and human accountability help AI agents deliver results. Agentic AI is already delivering in pockets, mostly behind the scenes. The challenge now is to scale what works and decide how much autonomy each job can safely carry. Panel discussion at SEI’s healthcare AI event in New York. SEI’s NYC office gathered over 50 leaders in the healthcare space across private and public hospital systems, medical device companies, clinicians, healthcare providers, payers, technology leaders, and medical device innovators to explore what’s working today, and what it will take to build trust, drive adoption, and scale AI successfully. The evening was moderated by Dennis Barger of SEI. Dr. John Halamka of Mayo Clinic Platform delivered the keynote, followed by a panel with Dr. Deepak L. Bhatt, Director of Mount Sinai Fuster Heart Hospital and Dean for Clinical Research and Industry Partnerships at the Icahn School of Medicine, Ammu Menon, Chief Data and AI Officer at NYC Health + Hospitals, James Green, CEO of Cognome, and Charlie Whelan, Senior Director of Consulting, Medical Devices at GlobalData. Healthcare AI today thrives in operational workflows Adoption is moving fastest in imaging and diagnostics, remote monitoring, and workflow support. Those tools still depend on connected data, devices, governance, and integration into daily work. Operational agents take on bounded work Panelists described the clearest current examples in operational settings where the job is narrow, repeatable, and easier to supervise: Checks around care: Mayo Clinic Platform uses agents to support discharge planning, readmission risk, advance directive checks, and procedure readiness. Less paperwork: Mayo summarizes about 12 million pages of outside records a year. More than 80% of its clinicians use ambient notes, which were reported to reduce documentation burden by 38%. More outreach capacity: A 24/7 Medicaid agent handles work that would otherwise require 300 to 400 counselors. Automated pre-procedure calls have also drawn strong patient satisfaction. Clinical decision support keeps a clinician accountable The clinical examples were strongest when the signal was measurable and a clinician retained the decision. An ECG screening tool identified heart disease two to three years before it appeared; stroke decision support can help speed treatment. Panelists also discussed finding insights from similar patients. The tool informs the work, while the clinician decides what to do. Some areas remain difficult. Attendees said current AI still falls short in coding and claims, reading clinical literature, and tracking outcomes. Dr. Deepak Bhatt noted that no tool had yet made their day dramatically easier. SEI’s Dennis Barger opens the evening’s discussion with James Green of Cognome and Dr. Deepak Bhatt of Mount Sinai. How to Move Forward with Agentic AI Make the value case before scaling Returns are easiest to explain when an agent takes responsibility for a defined job with a known cost. A project manager agent, for example, was built to cover a role the organization could not fill. It is harder to demonstrate value when AI only assists someone with an existing job. In some cases, a better workflow may solve the problem without AI. The panel suggested judging each project by whether it improves at least one of three outcomes: patient health, the patient experience, or the working lives of doctors and nurses. Costs need the same scrutiny as benefits. Agents can add platform fees and per-use charges. Mayo used three billion tokens in one month, and panelists said vendors are often not transparent about usage costs. Revenue cycle AI can create value while also adding to total healthcare costs. Buy when a vendor has demonstrated market acceptance. Build only when the organization has the computing capacity and expertise to operate the system. Either way, start with a real problem and a clear measure of success. Why pilots stall before they scale Organizations often discover four to ten times more AI in use than they expected, and about half of it is abandoned. The panel identified six conditions that help pilots move into lasting use: Plan the end state. Decide how the pilot will scale or end before it begins. Keep it clinically relevant. A prediction should be capable of changing a clinical decision. Fit the workflow. Put the tool where staff already work. Have capacity to act. If AI identifies more patients, make sure a care team can respond. Choose the right partner. Compare vendors carefully; many offer similar tools. Plan for updates. Models change, so build in retesting and a way to retire them. Healthcare’s complexity can surprise AI specialists, and many devices were not designed to share data. A strong pilot accounts for those limits from the start. Set the right level of autonomy Panelists drew a clear distinction between routine operational work and clinical decisions. A bounded operational agent can act independently when a manager remains accountable. Clinical decisions stay with clinicians, with AI providing support rather than taking over. Routine refills may be a next step. An attendee cited a Utah pilot for renewing routine prescriptions, and a panelist supported the idea. The discussion also noted that clinicians can spend about half of each visit on administration. Agents may give some of that time back if they remove real work instead of adding another system to manage. Keep people involved in the transition Staff concerns about job displacement need direct attention. Nurses at the event noted that electronic health records had sometimes added work rather than reducing it. The strongest case for adoption is an agent that takes meaningful work off clinicians and staff while making the process safer or easier for patients. Give every agent an owner At Mayo, the review of an agent takes about two weeks. The process includes checking how it was built and how it performs across patient groups, validating it on local patients, matching review to its risk, and monitoring it after launch. Panelists emphasized that every agent needs a named owner. Physicians’ concerns about liability make a clear review process essential. Performance also has to be checked in the setting where a tool will be used. A model that worked in Rochester performed worse on New York’s more diverse patient population. An agent’s ownership can involve an open model, cloud provider software, and tools developed by the health system. The panel noted that internally built tools may be treated differently for FDA review; organizations should assess the applicable requirements for each use. Looking ahead: One possible direction is a single system where clinicians work in one place and that system calls the appropriate AI tools behind the scenes. Attendees discussed where AI can relieve operational pressure and where it still needs work. What healthcare leaders can do in the next year Panelists encouraged organizations to focus on value rather than adopting technology for its own sake. They advised leaders to start with problems raised by frontline staff, strengthen data foundations and governance, and target the clinical labor shortage. The most relevant use cases will depend on the organization: Health systems: Documentation, revenue cycle, clinical decision support, and patient engagement. Medical device companies: Monitoring, imaging and diagnostics, and clinical decision support. AI startups and investors: Documentation, revenue cycle, connecting systems, and data. Payers: Revenue cycle, care management, and patient engagement. Academic and research organizations: Clinical research, decision support, imaging, and diagnostics. Public sector and nonprofits: Patient engagement, benefits and eligibility, and connecting systems and data. How SEI can help healthcare organizations scale what works The gap between AI activity and value is rarely solved by technology alone. SEI’s approach is to help organizations choose the right use cases, prepare their data and oversight, and measure whether an AI system holds up in practice. Plan: Benchmark against peers, prioritize use cases that can carry real workload, and assess data and AI readiness. Build the foundation: Integrate data across EMRs and enterprise systems, structure content, and establish oversight and ownership. Deliver and scale: Validate accuracy and safety, measure outcomes and cost, and scale only what performs well. Scale the AI that proves it deserves to scale. Start with the problem, make ownership clear, and measure what changes for patients, care teams, and the organization.

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Resource

Data Strategy: The Foundation for GenAI Success

Data and a well-defined Data Strategy are crucial to successful GenAI Adoption. At SEI, we believe great AI starts with great data. As organizations accelerate toward a future shaped by GenAI, one truth becomes clear: AI is only as powerful as the data that fuels it.  While many are eager to harness the speed and scale of GenAI to transform how they operate, far fewer have laid the groundwork to do so successfully. The challenge? Most companies are still early in their data maturity journey. Without a strong, trusted data foundation, even the most promising AI initiatives can stall — delivering poor outputs, eroding trust, and putting long-term ROI at risk. Organizations must treat data as a strategic asset to unlock AI’s full potential. That means modernizing legacy systems, improving governance, integrating platforms, and embedding data literacy across every level of the business. It also means aligning AI efforts with core business objectives and building the infrastructure and practices to support scale, security, and sustainability. This case study explores the core data principles and strategic steps organizations must take to move from experimentation to enterprise-grade GenAI. When it comes to AI, good data isn’t just important — it’s everything. Is your Data an Enabler or a Deterrent? We are at an exciting crossroads with AI and GenAI a top priority for organizations across all industries. Here are some key fundamental reasons that make maturing their Data Capabilities crucial. GenAI is Only as Good as the Data It Consumes GenAI models rely heavily on high-quality, relevant, and structured data to generate accurate, valuable, and context-aware outputs. If the input data is fragmented, biased, outdated, or lacks depth, GenAI outputs will reflect those flaws, resulting in poor decisions, hallucinations, or reputational risk. Data Strategy Aligns AI with Business Goals A clear data strategy, with the right Data Governance Framework ensures that GenAI efforts are targeted at high-impact use cases, aligned with organizational priorities. It defines what data matters, who owns it, and how it will be governed, enabling scalable and responsible AI use. Governance and Compliance Are Built on Data Foundations GenAI introduces new risks related to data privacy, security, copyright, and explainability. A mature data strategy embeds governance frameworks to ensure regulatory compliance, ethical AI use, and trustworthy outputs, particularly critical in healthcare, finance, and regulated sectors. Metadata, Context, and Semantics Matter GenAI needs metadata, taxonomies, and knowledge graphs to understand the business context and produce domain-specific results. A strong data strategy helps define and manage this semantic layer, enabling more precise and useful generation. This is critical to ensure trust. Operationalization Depends on Data Infrastructure Deploying GenAI into production requires clean pipelines, data catalogs, feature stores, and APIs. A modern data architecture, enabled by a well thought out data strategy, ensures that GenAI is not just a prototype, but a repeatable, secure, and governed solution. Feedback Loops Require Data to Improve Continuous learning, fine-tuning, and reinforcement mechanisms need labeled data and user feedback. A data strategy ensures the organization has the systems to capture this feedback, close the loop, and refine the GenAI models over time. A deep dive into GenAI… Why is a deliberate Data Strategy an imperative for GenAI success? A Data Strategy should be a precursor to your Gen AI solutions before they are deployed in Production. Failing to do that, may cause challenges that erode trust, cost more and run the risk of getting defunded. Core Data Principles for LLM Performance Optimization Data QualityA well-structured dataset will always yield better results than excessive model tuning. Contextual RelevanceEnsure that the data provided to the LLM is domain-specific and relevant to the business problem. Consistency & StandardizationEstablish data normalization practices to remove inconsistencies across sources. Real-Time Data AccessibilityIf the use case requires dynamic responses, ensure access to fresh and updated data. Bias & Ethical ConsiderationsConduct bias audits and ensure fairness in AI-generated outputs. Making Data Usable, Valuable, and Error-Free Data Ingestion & Processing Identify relevant data sources (structured, semi-structured, and unstructured). Implement ETL (Extract, Transform, Load) pipelines to cleanse and transform data. Use schema-on-read approaches to handle evolving data formats. Data Storage & Management Store unstructured data (text, documents) in vector databases for efficient retrieval. Maintain structured data in a modern data warehouse (e.g., Snowflake, databricks). Enable real-time access via streaming pipelines (Kafka, Apache Pulsar). Data Labeling & Annotation Use human-in-the-loop (HITL) techniques to validate training datasets. Implement automatic entity recognition (NER) for structured metadata extraction. Leverage active learning models to continuously improve data annotations. Fine-Tuning & Retrieval Optimization Fine-tune the model with domain-specific datasets if necessary. Use Retrieval Augmented Generation (RAG) with a vector database to reduce hallucinations. Implement hybrid search (BM25 + dense vector search) to improve query relevance Model Testing & Validation Implement LLM evaluation frameworks (HELLO-SWE, OpenAI’s Evals). Validate model outputs using ground-truth datasets. Track performance metrics (BLEU score, perplexity, retrieval precision). Governance, Security & Compliance Establish LLM usage policies and data governance frameworks. Implement data access controls to prevent leakage of sensitive information. Monitor prompt injections and adversarial attacks for security. Challenges Facing D&A Leaders Today’s leaders are faced with the challenge of delivering AI innovation without clear direction, skilled employees and in-depth understanding of the resources needed to make AI successful. Data is an enabler for AI solutions. Enablement requires: Data strategies to increase data maturity across the organization Data platforms that support scalability, flexibility and acceleration of new solutions Organizational governance and literacy of data supporting business initiatives Pressure to Accelerate D&A leaders are under pressure to deliver results faster, even if the company doesn’t have a clear plan in place. Upskilling Employees Training employees to work with data is difficult due to partial support and data maturity across the organization. AI Knowledge Leaders want to use AI, but there is a gap in understanding what is needed to make it work, including skills, budgets and resources. Evolving Role AI is changing what D&A leaders do. They need to adjust their strategies and ways of working to keep up with growing demands. Data Technologies, Platforms & Frameworks Want easy access to share this case study? Download the PDF here

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Article

What Pharma Gets Right: Strategy Lessons That Travel

The pharmaceutical industry operates at the intersection of science, regulation, and human health — demanding a quality of commercial thinking that few industries match. Innovation alone is never enough. Success requires patient empathy, operational precision, and long-term thinking. After completing Rutgers’ Mini-MBA in Pharma & BioTech Innovation, I was struck by how many of the industry’s core principles extend well beyond life sciences. Here are four principles I took away from completing Rutger’s Mini-MBA in Pharma & BioTech Innovation that apply well beyond this industry.  Lesson 1: Patient Experience Is Key  In Type 2 Diabetes care, adherence is a persistent challenge even when treatments are clinically strong. The lesson is straightforward: convenience, tolerability, and ease of use are outcomes in their own right. Any product strategy that treats user experience as secondary to technical performance will underdeliver on its potential — in pharma or anywhere else. Lesson 2: Access Strategy Is as Important as the Product A strong clinical profile is necessary but not sufficient. In pharma, the path from approval to patient involves wholesalers, PBMs, insurers, government programs, and pharmacies — each with distinct incentives. Getting this architecture right requires a multi-dimensional approach: building payer and physician credibility, layering in patient engagement and access programs. Go-to-market strategy is as important as the product itself. Capitalizing on key opinion leaders and influencers in any industry is crucial. Lesson 3: Strategic Partnerships Compound Over Time Concentrating resources on core differentiation while leveraging a partner’s manufacturing scale, distribution reach, or regulatory expertise is often the faster path to impact. Knowing what to build versus what to partner for is a strategic discipline — and one that the most successful pharma companies practice deliberately. Lesson 4: AI Is Reshaping What’s Possible Perhaps the most forward-looking theme was the role of AI and innovation across the pharma value chain — from drug discovery and clinical trial design to personalized dosing and real-world evidence generation. AI isn’t a future consideration; it’s already compressing timelines, improving targeting, and enabling levels of personalization that were previously out of reach. For any organization in life sciences, understanding where AI creates leverage — and building the data infrastructure to support it — is now a core strategic priority. Building Strategy That Lasts Pharma’s scale and complexity demand rigor. Patient-centered design, layered competitive advantage, disciplined access strategy, and AI-enabled innovation are not sector-specific ideas. They are foundational principles for any organization working to create lasting impact in complex markets. At SEI, we work alongside healthcare and life sciences leaders — from R&D and clinical operations to commercialization, market access, and post-launch optimization. By integrating strategy, analytics, and technology, we help organizations accelerate time-to-value and build the infrastructure to support AI-driven innovation in highly regulated environments. Interested in healthcare strategy or go-to-market design? Let’s Connect!

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