CaseStudy
Meridian
Meridian is a regional outpatient clinic network serving families across the Midwest. Fourteen clinics, 350 people, and growing fast.
How Meridian Lifted Operating Margin From 4% To 11% In Six Months
Meridian was growing patient volume every quarter while margin kept shrinking, and leadership had no clinic-level view of why. Over six months we rebuilt their financial model from the ground up: cost visibility per clinic, a weekly forecast, and a staffing plan tied to real demand. This case study covers what we found, what we changed, and what moved.
Project Details
Service
Financial Consulting
Industry
Healthcare
Company Size
350 employees
Timeline
6-month engagement
The Business Problem
Rising staff costs and uneven clinic profitability
Busy clinics, thinning margins.
Revenue had grown 30% in two years, yet operating margin sat at 4%. Finance reported one blended number for the whole network, so nobody could see which clinics made money and which quietly lost it.
Staffing was the biggest leak. Overtime and agency cover filled gaps that better scheduling would have prevented, and the month-end close took twelve days, so every decision arrived a month late.
The Strategic Response
Clinic-level financial model with weekly forecasting
Map clinic economics
Built a true profit-and-loss view for every clinic.
Find the leaks
Traced overtime and agency spend to specific shifts.
Rebuild the model
One forecast tied to patient volume and staffing.
Reset the schedule
Shifts now planned against expected weekly demand.
Speed up the close
Cut month-end reporting from 12 days to 4.
The Business Impact
Measured over the first 90 days after launch
A Look at More of Our Work
Explore selected case studies and the thinking behind each transformation.
