
Challenge:
A medical review organization responsible for conducting case reviews in collaboration with a government agency was facing a growing operational risk.
The organization managed a large volume of review cases tied to Centers for Medicare & Medicaid Services (CMS) requirements, where timely case processing is critical. Backlogs in these reviews are tightly regulated and directly impact the organization’s ability to meet government expectations.
At the time, the organization did not have clear visibility into the size or growth of its CMS review backlog.
Without structured measurement systems, the backlog issue remained largely hidden until leadership began implementing Work Excellence Work Measurement practices. Once the data became visible, leadership realized an issue was developing.
Approach:
Work Excellence partnered with the organization to implement a Work Measurement framework that created visibility into operational performance.
By clearly defining key measures and visualizing workflow data, the team was able to evaluate the health of the review process and identify emerging risks.
Through this measurement process, the organization discovered that the CMS backlog had grown beyond acceptable levels.
Because CMS backlog performance is a regulated and critical metric for independent review organizations, this issue had the potential to negatively impact both compliance and the organization’s relationship with its government partner.
Solution
Once the backlog was clearly identified, the organization was able to quickly develop a structured improvement plan.
The plan focused on:
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Identifying the operational causes contributing to the backlog
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Prioritizing work to reduce delayed reviews
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Establishing clearer workflows for case processing
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Monitoring progress through ongoing work measurement
With clear data and defined metrics, leadership was able to write a targeted improvement plan focused specifically on closing the backlog gap.
Results
The new measurement visibility allowed the organization to act quickly and prevent the issue from becoming a larger operational or compliance problem.

Clear Improvement Plan
Leadership was able to create a focused action plan to address the backlog and restore process stability.

Customer Impact Avoided
Because the organization identified the issue early, they were able to resolve the backlog before it significantly affected their government partner.

Backlog Resolved Within 90 Days
The improvement plan successfully eliminated the backlog and returned the organization to expected performance levels within 90 days.
Key Takeaway
Many operational risks remain hidden until they become major problems. By implementing structured Work Measurement practices, this medical review organization gained the visibility needed to detect a critical backlog early and take action before it impacted compliance or customer relationships.
Clear measurement systems allow organizations not only to improve performance, but to prevent small operational gaps from becoming major business risks.

