CASE STUDY • RISK & GOVERNANCE

Risk, Governance &
Program Integrity

GitHub Education • Contract

Strengthening onboarding, renewals, eligibility verification, documentation, and program controls while designing a scalable response to emerging program-integrity risk.

Risk Management Governance Operational Controls Salesforce Program Integrity Process Design
2,500+ Institutions within program audit scope
40% Reduction in unnecessary renewal volume
1 Standardized verification approach

Consistency is a control.

High-volume eligibility programs depend on reviewers making consistent, traceable decisions.

I identified areas within onboarding and renewal workflows where review standards and documentation were not sufficiently standardized.

Some applications contained detailed verification while others contained limited documentation. Renewal decisions similarly lacked a consistent record explaining why an institution had passed review.

These inconsistencies created operational risk: decisions were harder to trace, duplicate or ineligible participation was more difficult to prevent, and escalation review required additional investigation.

01

Standardizing eligibility verification.

I created clearer standards defining what reviewers should verify, what types of organizations were eligible or ineligible, and how the evidence supporting a decision should be documented.

I also standardized how verification was recorded both with the application and within the internal issue created following an approval.

Verify → Document → Decide → Record → Trace

The objective was not to add unnecessary administrative work. It was to ensure that another reviewer or escalation owner could understand what had been reviewed and why the resulting decision had been made.

02

Creating traceable renewal decisions.

Renewal reviews did not have a standardized method for recording how or why an institution passed review.

I incorporated structured review documentation into the team's repository issue templates so the rationale behind renewal decisions became part of the workflow itself.

BEFORE

Variable Documentation

Review completed with limited consistency in recording evidence or rationale.

AFTER

Structured Review Record

Standardized verification notes embedded directly into the operational workflow.

03

Addressing gaps before they became customer escalations.

Renewal operations relied on Salesforce reporting to identify institutions approaching renewal.

I discovered that the existing reporting could omit institutions requiring review, potentially resulting in gaps in service and customer escalations.

I taught myself the necessary Salesforce reporting functionality and created a more reliable report that improved the team's ability to identify institutions requiring renewal review.

40%

reduction in unnecessary renewal volume following improvements to renewal criteria and workflows.

04

Designing a scalable response to emerging risk.

When the Platform Health team identified increased fraudulent participation, the program needed an efficient way to evaluate a population of more than 2,500 institutions.

I proposed an approach designed to balance the need for thorough review with operational efficiency and cost.

The initiative was also an opportunity to look beyond remediation. As issues were identified, I evaluated where stronger preventative measures could be incorporated into onboarding and renewal workflows.

01

Detect

Recognize patterns indicating potential program risk.

02

Investigate

Establish a scalable review methodology.

03

Remediate

Address inappropriate or invalid participation.

04

Standardize

Strengthen verification and documentation.

05

Prevent

Use lessons learned to strengthen future controls.

Good governance should make the correct process easier to follow—not simply add more steps.

My focus was on building controls directly into existing workflows through clearer criteria, standardized documentation, stronger reporting, and more consistent verification.