From Organizational Goals to Customer Outcomes: An AI Product Playbook
Regina Batista and Vinayak Joglekar, Rezoomex
kHUB post date: September 16, 2026
Originally presented: September 10, 2026
Watch time: 60 minutes
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The Case Study
Disputes involving payments, claims, contracts, and service outcomes often become delayed by manual reviews, repeated documentation, unclear decision rules, and lengthy escalation cycles.
Using a healthcare reimbursement case study, this session follows a product manager tasked with reducing the turnaround time for resolving disputed amounts between organizations. Participants will see how to map the existing workflow, identify the real causes of delay, define measurable outcomes, and explore where AI and rules-based automation can support faster, more consistent resolution.
The session will also examine what should be automated, what still requires human judgment, and how to preserve transparency, compliance, and accountability.
Although the case is set in healthcare, the framework applies across insurance, financial services, manufacturing, logistics, procurement, and other industries managing complex, high-trust workflows.
Key Takeaways:
- Break down organization-level goals into actionable, measurable product objectives
- Use AI to uncover relevant personas, pain points, and stakeholder needs
- Translate insights into a structured workflow with clear success measures
- Identify where automation can improve speed while preserving human oversight
About the Presenters
Vinayak Joglekar is the Founder and Director of Rezoomex, a Forbes Technology Council member, and an entrepreneur with over four decades of experience and four successful exits. He brings deep expertise in product strategy, technology leadership, and business management, helping organizations transform complex business challenges into measurable outcomes through AI-enabled, outcome-focused product innovation.
Regina Batista is a Business Transformation Coach, Enterprise Agile Leader, AI transformation advisor, and keynote speaker with over 20 years of experience helping organizations modernize delivery and turn strategy into measurable business outcomes. She has led large-scale transformation initiatives for organizations including Verizon, NextEra Energy, and AvMed. As a Rezoomex Certified Mentor and SAFe Practice Consultant, Regina specializes in applying Agentic AI to help Product, PMO, Engineering, and Delivery teams improve productivity, strengthen alignment, and deliver better outcomes.
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