Founding Pilot Partnerships
Help shape the CCO Intelligence Platform on real shifts.
CCO is selecting a small number of residential-care organizations for controlled founding-partner pilots of the CCO Intelligence Platform. This page explains what a pilot could involve, who it is for and how decisions are made.
Pilot duration, pricing, residences and success measures are not fixed in advance. They are agreed in writing during scoping.
Who a pilot may suit
Organizations where documentation, follow-up and oversight matter every day.
Participation is based on operational fit. A pilot is most useful where leadership wants to examine how information moves today and can give time to the findings.
Multi-residence operators
Leadership oversees several homes and wants a comparable view of conditions across them.
Group homes and single residences
A small leadership team wants continuity that does not depend on who is working.
Disability support residences
Daily observations matter and small changes can be missed between shifts.
Behavioral care environments
Incidents need consistent documentation, escalation and follow-through.
The platform does not replace an electronic health record, clinical charting or a medication administration record. An organization looking for a clinical record system is not a fit for this pilot.
What a pilot examines
Three operational challenges, and the workflows around them.
Fragmented documentation
Observations, shift notes, incidents and handovers held in separate tools, conversations and routines.
Unclear follow-through
Follow-up that loses its owner, priority or due date as work moves between shifts and managers.
Delayed leadership visibility
Leaders who see a pattern only after reports have been assembled by hand.
Workflows that may be evaluated
- Shift documentation and observations
- Shift handovers and continuity
- Incident reporting and escalation
- Management review and assigned follow-up
- Action plans and implementation tracking
- Leadership briefings and cross-residence views
The workflows in scope for a given pilot are chosen with the organization during scoping.
Roles and responsibilities
What participation asks of each role.
Executive sponsor
Sets the pilot's priorities with CCO, attends the baseline findings meeting and the review points, and makes the continuation decision. Without an engaged sponsor, a pilot is unlikely to be the right next step.
Participating managers
Review flagged information, assign and close follow-up in the Manager Hub, share feedback on what helps and what gets in the way, and help adapt workflows to the residence.
Participating staff
Use the Staff Hub for the agreed workflows on real shifts, after role-based training, and tell CCO where the platform adds work instead of removing it.
CCO
Configures the platform around the agreed workflows, delivers training and support, reviews progress with leadership, and acts on feedback within the agreed scope.
Stage 01 · Diagnose
Every pilot begins with the Operational Intelligence Baseline.
Before anything changes, CCO reviews how documentation, shift continuity, incident and escalation practices, communication and follow-up work today. The findings are captured in the platform as an initial operational baseline and summarized for leadership with a prioritized action plan.
The baseline is how initial operational conditions are measured, so that later observations about adoption, documentation, accountability and visibility have a documented starting point rather than an impression.
What the baseline includesHow progress may be assessed
Reviewed against the organization's own starting point.
The measures for each pilot are agreed in writing during scoping. The areas below are the ones CCO expects to review; no result or threshold is promised in advance.
- Adoption
- Whether the agreed workflows are being used consistently on real shifts, by role and by residence.
- Documentation quality
- Completeness and consistency of shift notes, observations, incidents and handovers compared with the baseline.
- Efficiency
- Where time spent finding, re-entering or chasing information changes, as described by the people doing the work.
- Accountability
- Whether follow-up has a named owner and due date, and how much remains open or overdue.
- Visibility
- Whether leadership can see conditions and emerging patterns across residences without assembling reports by hand.
From first conversation to decision
Feedback, decisions and the option to stop.
Feedback from managers and staff is gathered throughout and reviewed with the executive sponsor. Changes to configuration or workflows are agreed with leadership before they are made.
At the agreed review point, leadership decides in writing whether to continue to a wider deployment, adjust the scope, or discontinue. Discontinuing is a legitimate outcome, and how the organization's information is returned or deleted is agreed during scoping.
Discovery Call
A complimentary 20-minute introductory video conversation to establish whether a pilot is a sensible fit.
Scoping, in writing
Residences, workflows, roles, responsibilities, information handling, duration, pricing and the measures to be reviewed are agreed in writing before the pilot begins.
Operational Intelligence Baseline
A structured review of how documentation, follow-up and oversight work today. It records the starting conditions the pilot is reviewed against.
Configured pilot
The platform is configured around the agreed workflows and introduced to managers and staff through role-based training.
Review and decision
Progress is reviewed with leadership against the baseline and the agreed measures, and a written decision is made on whether to continue, adjust or stop.
Next step
Explore whether a founding pilot fits your organization.
A complimentary 20-minute introductory video conversation about how information, accountability and operational visibility currently move through your organization.