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StrataEdge AI

Work

Results that changed how the business ran.

Each engagement moved speed, cost, accuracy, or operating capacity. The numbers below are the ones we report to boards.

File 01Insurance / Financial ServicesDelivered

AI Agent for Financial Audit

Problem

Premium and claims operations teams at a global specialty insurance group spent thousands of hours each quarter validating financial outcomes against contract documents.

Built

An AI audit agent that ingests and validates documents, flags variances with recommended causes, and routes exceptions to a review UI — so people solve problems instead of reading files.

What building it taught us
Measured resultsFile 01
Quarterly audit time−75% ✓
Team productivity2× ✓
Automated accuracy99% → ~100% w/ review ✓
Audit cadenceQuarterly → always-on ✓
Bordereaux — premium & claims audit workspaceSample data
The Bordereaux audit workspace: transaction details for a sample MGA audit item, the verification questions grid with review and done states, and the document upload, identification, and member discussion panels
File 02FintechDelivered

AI Mortgage Platform

Problem

Mortgage origination took weeks and thousands of dollars per loan; the team needed to cut closing time sharply and scale without matching headcount.

Built

LoanFlow — an AI-driven origination workflow: document processing, underwriting support, compliance checks, and orchestration across 43 integrated APIs and data sources.

Measured resultsFile 02
Closing time30 days → 24 hrs ✓
Loan officer productivity5.6× ✓
Back-office cost−75% ✓
Loan volume & revenue+211% in 12 mo ✓
LoanFlow — application to closing · 8× speedProduction

One loan, every task, dependency-ordered · people handled only the exceptions

File 03Defense Health Management Systems · U.S. Dept of WarIn delivery — 2026

Service Treatment Records on a Modern Data Ecosystem

Problem

Service members wait weeks for assembled, certified treatment records drawn from fragmented operational, treatment, and purchased-care sources.

Built

A 14-week proof: a portal that assembles a longitudinal medical record, lets the service member review, flag, and certify it, generates the certified record on demand, and answers questions over the underlying documents — on a producer/consumer data ecosystem with automated governance and lineage, deployed as infrastructure-as-code.

Engagement targetsFile 03
Certified recordWeeks → minutes
Data foundationGoverned, AI-ready
ArchitectureReusable across DHMS
BuildSynthetic data · IaC

Further files

Healthcare Software Org Redesign

Healthcare

A healthcare software division had grown into overlapping teams, waterfall delivery, and requirements cycles measured in years. We reset the strategy with its leaders, redesigned the org into a product/platform structure, and rebuilt the product-management function.

$75M annual savings · system definition from years to months · automated test pipeline

Multi-Cloud Cost Optimization

Enterprise Technology

Years of growth had left cloud spend sprawling across providers with no single owner. Architecture changes, a reserved-capacity strategy, and FinOps governance brought it down — and left behind practices the team still runs without us.

$50M annual savings · 25% lower total cloud bill · FinOps practices established

Agentic Database Assistant

Technology

Every schema question and slow query queued behind a small DBA team. An agentic database assistant gave engineers self-serve answers and safe operations — downtime fell, and the queue went with it.

Reduced downtime · faster iteration · self-serve developer operations

Talk through the workflow that matters.

Bring the workflow that is slowing the business down. We’ll help define what should change and what it would take.

Book a Strategy Session

30 min · with a managing partner · no deck