PrudentRx × AnswerRocket

Data & AI
for Healthcare.

A 90-minute working session — what we're seeing, what good looks like, and how to think about the road ahead.

Learning Session · 2026

Today's session

A 90-minute working session.

01

Introductions

Meet the team you'll be working with.

5 min
02

Setting the stage

What we've heard so far, and what we hope you leave with.

5 min
03

Lessons from the edge

Eight principles from enterprises adopting AI in production.

20 min
04

The platform landscape

Where the market is converging — and what no platform solves for you.

10 min
05

Payer use cases & discussion

Where AI is creating value across plan operations and member experience.

30 min
06

Path forward

Your questions, our reactions, what might come next.

10 min

With you today

Senior practitioners. Direct access.
No rotating consultants.

AS

Andy Sweet

Overall Practice Leader

Executive sponsor. 30+ years leading enterprise tech transformations and modernization programs.

BT

Ben Titmus

AI Data, Platforms
& Infrastructure Lead

Modern data solutions development across regulated and consumer industries.

JB

Jake Barger

Director, AI Innovation
& Agentic Engineering

ML, agentic systems, and semantic layer architecture. Deep technical advisor across engagements.

AN

Anna Nguyen

Senior Data Architect
AI Data Platforms

Deep Microsoft and Fabric expertise. Architecting cloud-native data foundations.

Setting the stage

What we've heard and what we hope you leave with.

What we've heard

Expanded scope
Analytics joined the team — a significant shift, and you want runway to assimilate.
Growth ahead
PrudentRx is projecting 4–6× scale. The data foundation has to support that.
Azure-first
Significant Microsoft / Fabric investment — looking to optimize, not replatform.
Need clarity
Future-state architecture, execution roadmap, and 2026 budget planning.

What we hope you leave with

Shared vocabulary
Concepts and terms your team can use to evaluate vendors and proposals.
A point of view
On where the market is heading — and what separates AI projects that ship from those that stall.
A self-assessment
An honest read on where PrudentRx sits today, and where the highest-leverage moves are.
Better questions
To ask of yourselves, your vendors, and any consulting partners as you plan 2026.

Lessons from the edge

Eight principles from enterprises in production with AI.

01

Think big. Start small.

Anchor on outcomes, not AI novelty.

02

Cross-functional wins

Embed domain experts with engineers.

05

Design for change

Models change faster than projects.

06

Hands-on first

Leaders use AI to lead AI.

07

Agents = digital workers

Onboard, supervise, retrain.

08

Leadership sets pace

Permission, expectation, momentum.

The pattern

AI doesn't fix bad data. It amplifies it.

87%

of AI projects never reach production

Not because of models. Because of data foundations.

95%

of GenAI pilots show no measurable P&L impact

MIT Project NANDA — the gap is data readiness, not intelligence.

40%

of agentic AI projects abandoned by 2027

Gartner — without governed semantic foundations.

The pattern is consistent across industries: AI projects fail at the data layer, not the model layer.

Platform landscape

The platforms are converging.

Different philosophies — same conclusion. Every major platform is building a semantic layer.

PrudentRx

Microsoft Fabric IQ

Top-down ontology

Full business ontology — entities, relationships, rules, actions — built on Power BI semantic models.

Best for Microsoft-first / Power BI shops

Snowflake Cortex

SQL-native views

Schema-level business concepts inside Snowflake. Autopilot auto-generates and maintains views.

Best for SQL-heavy analytics teams

Databricks Unity Catalog

Open metric views

Centralized, SQL-addressable metric definitions, reusable across dashboards, AI agents, notebooks.

Best for engineering-led AI + BI orgs

Google BigQuery

AI-native platform

Gemini-powered agents, Dataplex governance, Looker semantics, autonomous embeddings.

Best for Google Cloud / multi-cloud orgs

The uncomfortable truth

No platform builds the semantic layer for you.

The model is replaceable.
The semantic layer
is your moat.

Think of it like onboarding a new hire.

Before they answer questions on behalf of your company, they have to learn:

  • Which "revenue" number to use for which audience.
  • What "urgent" actually means in your culture.
  • Who to loop in before certain decisions.
  • How departments define the same term differently.

Your AI deserves the same onboarding. The semantic layer is how you deliver it.

How we build agents

The 7-Layer Agentic Framework.

01

Perception

Ingests and transforms raw inputs — documents, claims, voice, transactions — into AI-ready formats.

02

Semantic

Maps business concepts to computational representations and rules — the language your business actually speaks.

03

Orchestration

Determines tasks, sequences, and routes requests to the right tools, models, and systems.

04

State Management

Maintains conversation history and user context across interactions and sessions.

05

Validation & Guardrails

Implements safety controls to verify inputs and outputs — for a payer, this is everything.

06

Feedback Loops

Captures performance data to refine agent accuracy continuously.

07

Infrastructure

Provides foundational compute, storage, and deployment capabilities.

What "good" looks like for a payer

A maturity arc — most payers sit between Crawl and Walk.

Stage 01

Crawl

Foundation

  • Cloud data platform stood up (Fabric, Snowflake, Databricks).
  • Governed source-of-truth domains — claims, members, providers, plans.
  • AI policy and approved tooling defined.
  • First production use case proves the pattern.
You are here

Stage 02

Walk

Scale

  • Semantic layer formalized — agreed definitions for plan, member, episode, benefit.
  • Multiple production use cases sharing one foundation.
  • Self-service analytics with governance guardrails.
  • AI / agent operations team — monitoring, evals, drift, escalation.

Stage 03

Run

Differentiation

  • Agentic workflows across claims, prior auth, member service.
  • Real-time decisioning at the point of action.
  • Continuous learning loops refine vocabulary and models.
  • AI capability becomes a hiring magnet and board-level differentiator.

Where AI creates value for payers

Six categories paying back fastest in PBM-adjacent businesses.

Operational

Claims & adjudication intelligence

Anomaly detection, automated edits, denial prediction, root-cause analysis on the claims pipeline.

Member experience

Member 360 & eligibility assist

Conversational interface for member services and benefits verification — pulls from multiple systems live.

Margin

Drug pricing & cost analytics

Natural-language analysis of medication costs, manufacturer trends, and plan-level cost optimization.

Operational

Plan performance & compliance

Automated reporting, compliance monitoring, audit-ready summaries — frees analysts from deck-building.

Cost & speed

Prior auth & document intake

Document classification, extraction, and prioritization — reduces cycle time on highest-volume workflows.

Revenue support

Manufacturer & PBM reporting

Audit-defensible reporting packages — replaces hours of manual deck construction with minutes.

Proof points

Patterns that translate directly to payer operations.

AstraZeneca

Global pharmaceutical

10 brands
× 72 markets

Outcome

Automated 200-slide manual market analysis presentations across global commercial teams.

Field teams shifted from report consumers to active data explorers.

Reckitt

Global hygiene, health, nutrition

450% ROI
24,000 hrs/yr

Outcome

Business users finally answering driver questions on top of an existing Power BI investment.

24,000 hours per year saved on global performance reporting.

Eversana

Life sciences commercial services

Beat the
competition.

Outcome

NL-driven pricing analytics differentiated against direct competitors.

Democratized access for global pricing strategists.

Haleon

Global consumer healthcare

24/7
self-service

Outcome

Eliminated manual reporting overhead on a complex harmonized global dataset.

Enabled 24/7 self-service insights across categories.

Path forward

Where this could lead — if it's useful.

Phase 0

Assessment & roadmap

4 weeks

  • Architecture assessment of current Azure / Fabric environment.
  • Future-state reference architecture.
  • Gap analysis with prioritized recommendations.
  • 12–18 month roadmap with phased budget.

Phase 1

Platform hardening

6–8 weeks

  • Pipeline architecture standardization.
  • Observability & monitoring framework.
  • Fabric optimization & cost controls.
  • Security & compliance hardening.

Phase 2

Use case development

8–10 weeks

  • Highest-priority use case from Phase 0.
  • Semantic layer & data foundations for that case.
  • Agent prototype with governance guardrails.
  • Production rollout plan and team handoff.

Or — nothing at all. No rush on our end. Better questions are a fine outcome.

answerrocket.com