Leadership Here, Near, and Far | Flourish with Lisa Davis, Janet Malzone, and Kristine Jarvis

This Week Health
This Week HealthMay 19, 2026

Why It Matters

Misaligned sourcing and AI strategies can erode quality, brand reputation, and employee engagement, directly impacting financial performance and patient outcomes.

Key Takeaways

  • Automation and outsourcing are distinct; conflating them misguides investments.
  • Offshoring hides hidden costs: training, quality control, brand risk.
  • Emotional intelligence must be built into sourcing contracts and daily leadership.
  • AI should amplify core skills like critical thinking, not replace workers.
  • ROI calculations require data readiness, pilot testing, and full cost accounting.

Summary

The panel on Flourish tackled the increasingly complex decision‑making around offshoring, nearshoring, automation and AI in healthcare IT. Host Sarah Richardson asked three seasoned experts—Lisa Davis, Janet Malzone and Christine Jarvis—to unpack how leaders can move work without disengaging teams or eroding patient value.

Key insights emerged: automation is a "how" question while outsourcing is a "where" question, and treating them as interchangeable leads to misaligned investments. Offshoring appears cheap on paper but incurs hidden costs—additional coaching, quality assurance, and potential brand damage. Emotional intelligence must be embedded in service‑level agreements and daily leadership practices to manage conflict and maintain trust. AI, rather than displacing staff, should be positioned as a catalyst for critical thinking, digital fluency and systems thinking. Finally, ROI cannot be calculated in a vacuum; firms need clean data, pilot projects and a full accounting of technology, subscription and talent costs.

Lisa emphasized that automation amplifies existing processes, exposing organizational weaknesses when outsourced. Janet warned that labor arbitrage masks the true expense of training and quality control, risking brand dilution. Christine argued that emotional intelligence should be a contractual criterion, not an after‑thought, and that empathetic communication is essential for AI adoption. The conversation repeatedly highlighted the need for clear, strategic communication from leadership to align teams around these changes.

For executives, the takeaway is clear: strategic sourcing decisions must be grounded in a nuanced understanding of cost, capability and culture. Investing in transferable skill sets and rigorous pilot testing can turn AI and offshore initiatives from cost‑saving tricks into sustainable competitive advantages, while preserving the core values that patients and customers expect.

Original Description

Three powerhouse executives tackle healthcare's most complex sourcing decisions in this essential conversation. Lisa Davis, Former CIO and Founder/CEO of Lisa Davis Advisory; Janet Malzone, Former CEO and Board Member; and Kristine Jarvis, Organizational Transformation Leader, reveal what leaders get wrong about offshore, nearshore, and automation strategies. From the pre-mortem technique that prevents million-dollar failures to the cultural metrics most organizations ignore, they expose why technical fluency without leadership maturity creates chaos. Discover how to rebuild trust after transformation missteps and why projects with the highest team disagreement deliver the strongest ROI.
Keep up to date on the latest in health IT:
Key Points:
03:59 Challenges of Offshoring and Automation
09:41 Preparing for AI and Future Technologies
25:36 Leadership and Technical Capabilities
31:58 Holistic Transformation and Systems Thinking
43:06 Global Workforce and AI Myths
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