Sprint Portfolio Review Complete — 5 QC Gates Passed

6 Sprints. 3 Workstreams.
One Unified Platform.

Six independent problem sprints designed for SGA's 260+ dental practices converge into three integrated workstreams with shared infrastructure. Every original capability is preserved. 31 duplicated stories are eliminated. The result is a coherent platform that users experience as a single system, not six disconnected tools.

22/25
Product-Market Fit Score
Up from 16/25 original
+14
Evaluation Improvement
26/50 to 40/50 across 5 dimensions
22%
Fewer Stories to Build
141 original to 110 deduplicated
75%
Fewer PMS Connectors
4 integrations reduced to 1 shared service

Sprint-to-Workstream Mapping

Each of the 6 original problem sprints maps into one of 3 unified workstreams, preserving 100% of product capabilities while eliminating duplicative infrastructure.

6 Original Sprints
Sprint 3
Practice Concierge
Digital storefront, enrollment, data harvesting
Sprint 4
Funnel OS
15-platform integration, funnel analytics, AI anomaly detection
Sprint 5
Comms Engine
4-stage patient automation, graduated autonomy, voice AI
Sprint 1
Studio Automation
Email intake, Canva generation, CD approval, print fulfillment
Sprint 6
Content Concierge
SMS capture, AI photo/video processing, 6-platform distribution
Sprint 2
Hospitality Playbook
Morning Huddle, CCA Academy, H-Score, Champion Network
3 Consolidated Workstreams
Workstream 1
The Practice Platform
AI-powered operating system: one agent per practice handling enrollment, storefronts, funnel visibility, patient communications, and automation. Split into Practice Operations (practice staff) and Network Intelligence (executives).
32 features
Workstream 2
The Content Engine
Unified content production system: creative asset generation via Canva, SMS-triggered photo/video capture, AI processing pipeline, brand asset management, multi-channel distribution, and content analytics.
27 features
Workstream 3
The Culture OS
Hospitality culture system: Morning Huddle OS, CCA certification (Bronze/Silver/Gold), H-Score engine, Trust Transfer verification, Champion Network, and recognition rewards.
13 features + 4 integration points
Sprint 3
Practice Concierge
Sprint 4
Funnel OS
Sprint 5
Comms Engine
Workstream 1
The Practice Platform
32 features across Practice Operations and Network Intelligence
Sprint 1
Studio Automation
Sprint 6
Content Concierge
Workstream 2
The Content Engine
27 features for creative asset production and distribution
Sprint 2
Hospitality Playbook
Workstream 3
The Culture OS
13 features + 4 integration points
Build Once, Serve Many
31 stories eliminated via deduplication
4 → 1 PMS integrations consolidated
5 → 1 executive dashboards unified
3 → 1 agent architectures merged

Three Workstreams, One Platform

Each workstream serves a distinct domain with clear ownership, while sharing infrastructure and presenting as a single product to users.

Workstream 1

The Practice Platform

An AI-powered operating system that gives every practice a dedicated digital concierge, real-time funnel visibility, and autonomous guest communications. 260+ practices run on a single platform that replaces 75+ disconnected tools.

Key Capabilities

Practice Data Hub
Single source of truth per practice. Unified data model for all three workstreams.
Practice Nerve Center
Daily AI-prioritized agenda with 3-5 action cards. PWA mobile-first for office managers.
AI Concierge Agent
One agent per practice handling missed call text-back (<90s), form fill auto-response (<30s), and brand-voice conversations.
Patient Communications Automation
4-stage automation: lead response, treatment follow-up, rebooking, reactivation. Graduated autonomy from human-approved to fully autonomous.
Executive Dashboard
Network-wide funnel visibility with region and practice drill-down. Real-time anomaly detection with AI-generated insights.
Storefront Generation
5 specialty templates with CDN deployment. Practice preview and approval flow.

Practice Operations

Office Managers, Front Desk, Clinical Staff
9 interfaces

Nerve Center, Concierge, Patient Outreach, Storefront, Automation, Enrollment

Network Intelligence

Executives, Regional Directors, Ops Team
10 interfaces

Funnel Data Lake, Executive Dashboard, AI Analysis, Anomaly Alerts, Reports

Shared Practice Data Hub
Unified data layer spanning both surfaces, connected by Kafka event bus

Workstream 2

The Content Engine

A unified content production system that transforms every SGA practice into a content-producing unit. From creative asset requests through Canva generation and SMS-triggered photo/video capture to AI processing and automated multi-channel distribution.

Key Capabilities

Studio Agent
Conversational email intake at studio@sgadental.com. Practice identification, brief extraction, max 3 clarifying questions.
Content Capture Bot
Daily SMS prompts via Communications Service. MMS capture with streak tracking. Procedure-matched content briefs.
AI Processing Pipeline
Photo enhancement, background removal, brand overlay. Video processing with Whisper transcription. Platform-specific caption generation.
Canva Template Generation
Brand kit integration. Template-based asset creation. Medium challenge (print to digital).
Approval Workflow
HQ QC queue. Creative Director mobile review via Teams Adaptive Cards. Caption editing and brand compliance scoring.
Multi-Channel Distribution
Instagram, Facebook, LinkedIn, Google Business, email campaigns, TV slides, print fulfillment (Gelato).

Workstream 3

The Culture OS

A hospitality culture system that transforms SGA's 5,000+ team members into consistently exceptional patient experience providers. Daily rituals, portable credentials, measurable hospitality scores, and a peer champion network.

Key Capabilities

Morning Huddle OS
Daily 5-minute ritual via Dental Intel. Auto-loading content packages with 12 weeks of curated material. Completion tracking and streak indicators.
CCA Academy
Bronze, Silver, Gold certification tiers with portable Credly credentials. 10 mobile modules per tier with scenario-based assessments.
H-Score Engine
Composite hospitality score: Cinnamon 35% + Swell reviews 45% + Dental Intel operational 20%. Daily updates per practice.
Trust Transfer Verification
NLP analysis of Swell reviews for trust transfer language. Behavioral tracking via huddle commitments.
Champion Network
260 champions across the network. Peer community with regional cohorts. Champion designation and performance tracking.
Recognition & Rewards Engine
Leaderboards, bonus pool integration, wow story distribution, and brand-compliant recognition templates.

Cross-Workstream Integration Points

H-Score Practice Platform Storefront badge display
Swell Reviews Practice Platform Reputation layer in funnel
Trust Signals Practice Platform Trigger referral campaigns
Champion Stories Content Engine Feed testimonial pipeline

Shared Infrastructure Layer

10 shared services built once by Platform Engineering, consumed by all three workstreams via well-defined APIs. This is the architectural foundation that makes consolidation possible.

The original 6 sprints independently designed 4 PMS integrations, 3 cloud providers, 3 queue systems, and 3 competing agent architectures. Consolidation collapses these into a single, coherent infrastructure layer.

All services run on AWS with HIPAA-compliant configurations. Data flows through Kafka with schema-enforced event contracts. Every API call passes through the Compliance Middleware for PHI filtering and audit logging.

The infrastructure is built in Weeks 3-6 (Milestone M1), then validated under real load when WS3 deploys H-Score and Morning Huddle to 20 pilot practices at Milestone M1.5.

AWS
Cloud Provider
🗃
PostgreSQL + ClickHouse
Operational + Analytics DB
Kafka (MSK)
Event Bus + Schema Registry
Temporal
Workflow Orchestration
🤖
Claude API
AI / LLM Provider
💬
Twilio + AWS SES
SMS / Voice / Email
💉
NexHealth + Sikka ONE
PMS Integration
🔒
AWS Cognito
Auth + RBAC (8 roles)

10 Shared Services

01
Practice Data Hub
PostgreSQL (RDS Multi-AZ)
02
PMS Integration
NexHealth + Sikka ONE
03
Communications
Twilio SMS/Voice + SES
04
AI Service
Claude API + Whisper
05
Asset Registry
S3 + CloudFront
06
Event Bus
Kafka MSK + Schema Registry
07
Auth & Identity
Cognito + RBAC
08
Compliance Middleware
Fastify Plugin + Audit Log
09
Workflow Engine
Temporal Cloud
10
Design Tool Abstraction
Canva Adapter (pluggable)
Platform Connectivity
Practice Platform
Content Engine
Culture OS

10 Kafka Event Contracts + Shared APIs

Practice Data Hub PMS Integration Communications AI Service Asset Registry Event Bus Auth Compliance Workflow Engine Design Tools

Evaluation Scorecard

Five dimensions scored on a 1-10 scale, comparing the original 6-sprint portfolio against the consolidated 3-workstream model. Every score improved or held steady.

Overall Score
26 40 /50
+14 Point Improvement

Strongest Gain

Technical Coherence jumped from 3/10 to 8/10 (+5). Four incompatible PMS integrations, five competing dashboards, and three cloud providers collapsed into one coherent architecture.

Key Tradeoff

Risk Profile gained modestly (+1) because the nature of risk shifts: from distributed-and-hidden to concentrated-and-visible. Concentrated risk is preferable because it can be monitored and mitigated.

Zero Capability Loss

141 original stories mapped to 110 consolidated stories plus 38 shared infrastructure items. Every feature from every sprint has a home. Voice AI honestly deferred to v2.

PMF Preserved

Product-Market Fit score improved from 16/25 to 22/25. The architecture structurally enforces the PMF improvement through unified surfaces and shared infrastructure.

Dimension Original Consolidated Delta Visual
Capability Coverage
100% coverage preserved, 31 stories deduplicated, cross-cutting capabilities added
8 9 +1
Before
After
Technical Coherence
4 PMS integrations to 1, 5 dashboards to 1, 3 cloud providers to 1, unified data model
3 8 +5
Before
After
User Experience Quality
One surface per role, invisible workstream boundaries, shared design system
5 8 +3
Before
After
Build Efficiency
31 stories eliminated, shared infrastructure built once, phased team allocation
4 8 +4
Before
After
Risk Profile
Hidden integration/consistency/compliance risks eliminated; shared-infrastructure SPOF introduced but mitigated
6 7 +1
Before
After

Development Roadmap

9 milestones across 36 weeks. Infrastructure first, early value at Week 6-7, parallel workstream development, then scale to all 260+ practices.

36
Weeks Total
18
Week Critical Path
10
Parallel Build Tracks
9
Milestones (incl. M1.5)
Team staffed (20 engineers), vendor BAAs signed (AWS, Twilio, NexHealth, Sikka ONE, Anthropic, OpenAI), environments provisioned, CI/CD pipeline operational.
All Teams
Hard Gate All BAAs signed, 12+ engineers available, dev environment operational
Deliverables
  • 20 engineers recruited and onboarded
  • BAAs executed with all 6 vendors
  • AWS environments (dev/staging/prod) provisioned
  • CI/CD pipeline with automated testing
Success Criteria
  • All BAAs signed and countersigned
  • 12+ engineers available for Week 3 start
  • Dev environment fully operational
All 10 shared services operational with integration tests passing. Practice Data Hub seeded with 260 practices. Kafka event bus with Schema Registry. PMS Integration Service receiving real NexHealth webhooks. Communications Service sending SMS with consent checks.
Platform Engineering
Hard Gate End-to-end integration test: auth, data hub, Kafka, consumer verified
Deliverables
  • 10 shared services deployed and tested
  • Practice Data Hub seeded with 260 practice records
  • Kafka event bus with Schema Registry operational
  • PMS Integration receiving real NexHealth webhooks
  • Communications Service with SMS consent checks
Dependencies
  • M0 complete (all BAAs signed, environments ready)
  • NexHealth sandbox access provisioned
H-Score Engine and Morning Huddle OS live in 20 pilot practices. First cross-workstream Kafka event (ws3.hscore-calculated) flowing in production. Proves architecture works end-to-end and gives leadership tangible results while WS1 and WS2 continue building.
Culture OS Platform Eng
Soft Gate H-Score calculating daily for 15+ pilot practices, huddle content auto-loading
Deliverables
  • H-Score Engine computing daily scores for 20 practices
  • Morning Huddle OS auto-loading content packages
  • First cross-workstream Kafka event in production
  • Leadership demo with tangible results
Success Criteria
  • H-Score calculating daily for 15+ pilot practices
  • Huddle content auto-loading without manual intervention
  • Architecture proven end-to-end under real load
All 10 event contracts pass consumer contract tests (Pact). Kafka load test at 260-practice simulation. CCA Academy Bronze track live with Credly integration. Champion Network v1 operational. PMS coverage extended to 85%+ via Sikka ONE.
Platform Eng Culture OS
Hard Gate 10/10 contracts pass Pact tests, Kafka lag < 30s under 260-practice load
Deliverables
  • All 10 event contracts pass Pact consumer tests
  • Kafka load test validated at 260-practice simulation
  • CCA Academy Bronze track with Credly badges
  • Champion Network v1 with peer community
  • PMS coverage extended to 85%+ via Sikka ONE
Dependencies
  • M1 shared infrastructure operational
  • Credly API integration approved
Practice Nerve Center serving daily agendas to 20+ practices. Concierge Agent responding to missed calls within 90 seconds. Executive Dashboard with live ClickHouse data. Content Capture Bot active at 10+ practices. Storefront generation for GP + 1 specialty. 5 of 10 cross-workstream event flows verified.
Practice Platform Content Engine Culture OS
Hard Gate 20+ practices on Nerve Center, Concierge < 90s missed call response, zero HIPAA violations
Deliverables
  • Practice Nerve Center with daily AI-prioritized agendas
  • AI Concierge Agent with <90s missed call response
  • Executive Dashboard with live ClickHouse analytics
  • Content Capture Bot active at 10+ practices
  • Storefront generation for GP + 1 specialty
  • 5 of 10 cross-workstream event flows verified
Dependencies
  • M2 event contracts hardened
  • ClickHouse analytics cluster provisioned
50+ practices active on all 3 workstreams. All 10 cross-workstream event flows live. Executive Dashboard unified view showing funnel metrics, H-Score, and content health. External HIPAA compliance audit passed. System handles 260-practice concurrent load.
Practice Platform Content Engine Culture OS
Hard Gate 50+ practices on 2+ workstreams, HIPAA audit passed, all events flowing
Deliverables
  • 50+ practices active on all 3 workstreams
  • All 10 cross-workstream event flows live
  • Unified Executive Dashboard (funnel + H-Score + content)
  • External HIPAA compliance audit passed
  • 260-practice concurrent load validated
Success Criteria
  • 50+ practices on 2+ workstreams simultaneously
  • HIPAA audit passed with zero critical findings
  • All 10 event contracts flowing in production
150+ practices active. No-show re-engagement, rebooking, reactivation automation live. Mobile content capture app with guided overlays. Video processing pipeline. WhatsApp capture channel. H-Score anomaly alerts. 4+ automation playbooks operational.
Practice Platform Content Engine Culture OS
Soft Gate 100+ practices active, 3+ automation playbooks live
Deliverables
  • No-show re-engagement and rebooking automation
  • Mobile content capture with guided overlays
  • Video processing pipeline (Whisper transcription)
  • WhatsApp capture channel
  • H-Score anomaly alerts
  • 4+ automation playbooks operational
Dependencies
  • M4 integrated platform stable
  • WhatsApp Business API approved
260+ practices active across all workstreams. Self-service onboarding for new acquisitions (<2 hours HQ effort). Operational handoff to SGA IT team. Platform uptime 99.5%+. Complete operational documentation.
Practice Platform Content Engine Culture OS SGA Ops
Hard Gate 250+ practices active, new practice onboarding < 2 weeks, 99.5% uptime
Deliverables
  • 260+ practices active across all workstreams
  • Self-service onboarding (<2 hours HQ effort)
  • Operational handoff to SGA IT team
  • Complete operational documentation
Success Criteria
  • 250+ practices active
  • New practice onboarding under 2 weeks
  • Platform uptime 99.5%+
A/B testing framework for playbook optimization. Content-to-consultation attribution ML. Predictive analytics. Voice AI feasibility study. Auto-approval for high-confidence content. Patient self-record kiosks. CCA renewal flow. Network-wide learning loops.
Practice Platform Content Engine Culture OS
Soft Gate Core platform stable at 260+, 2+ Tier 3 features per workstream delivered
Deliverables
  • A/B testing framework for playbook optimization
  • Content-to-consultation attribution ML model
  • Predictive analytics for practice performance
  • Voice AI feasibility study completed
  • Auto-approval for high-confidence content
  • CCA renewal flow (Silver/Gold tracks)
Dependencies
  • M6 full network rollout complete
  • Sufficient data volume for ML training

Team Structure

20-person engineering organization across 6 teams. Platform Engineering builds shared infrastructure first (Weeks 1-10), then supports workstream teams as they build features in parallel (Weeks 11-36).

Platform Engineering

5
4 engineers + 1 lead
Weeks 1-6: Build all shared services Weeks 7-10: Contract hardening Weeks 11+: Support + ops

WS1: Practice Operations

4
3 engineers + 1 lead
Nerve Center, Concierge, Storefront Automation Engine, Enrollment

WS1: Network Intelligence

3
2 engineers + 1 lead
Funnel Data Lake, Executive Dashboard AI Analysis Engine, Data Connectors

WS2: Content Engine

4
3 engineers + 1 lead
Capture Bot, Studio Agent, Pipeline Approval Workflow, Distribution

WS3: Culture OS

3
2 engineers + 1 lead
H-Score, Huddle OS, CCA Academy Champions, Recognition, Trust Transfer

QA / DevOps

2
2 engineers (cross-cutting)
Contract tests, load tests Integration, E2E, security, perf
20
Total team members across 6 specialized teams