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02 Workflow Intelligence

3 Weeks

Capture the intelligence behind your selected workflows to prepare your organization for AI.

Typical activities may include

  • Documenting activities and decisions

  • Capturing knowledge and business rules

  • Identifying exceptions

  • Mapping supporting systems

Typical deliverables may include

  • Workflow Intelligence Specification

  • Decision maps

  • Knowledge sources

  • Exception library

Understand the work before redesigning it with AI.

Every engagement is delivered through focused 3-week sprints using the Point5to1™ methodology.

Each sprint produces a complete deliverable that moves your organization closer to becoming AI-ready.

Choose the engagement that best fits your organization's current needs, then continue building at a pace that aligns with your AI transformation.

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Choose an Engagement

01 Workflow Discovery

3 Weeks

Understand how work happens today and identify 1–2 key workflows for analysis.

Typical activities may include

  • Understand your business ecosystem

  • Identify operational personas

  • Prioritize key workflows

  • Map current-state workflows

Typical deliverables may include

  • Business ecosystem overview

  • Operational personas

  • Prioritized workflow inventory

  • Current-state workflow maps

How Engagements Work

  • Every sprint lasts three weeks.

  • Each sprint is a complete engagement with its own deliverables.

  • Most organizations complete one to two medium-complexity workflows per sprint.

  • Larger initiatives can continue with additional workflows and sprints.

  • You choose where to stop. Every sprint delivers value on its own.

Who I Work With

Point5to1™ is designed for organizations where expertise, judgment, and complex workflows create competitive advantage including:

Wealth management firms

Middle-market companies

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Family offices

Enterprise companies

Founder-led companies

AI automation agencies

This work is a good fit if you're asking questions like:

  • Which workflows should we automate first?

  • Where should humans remain involved?

  • Why do AI prototypes struggle in production?

  • How do we capture expert knowledge before it's lost?

  • How do we prepare our organization for AI?

If those questions sound familiar, Point5to1™ provides a structured way to answer them before investing in implementation.

Every organization has different workflows, different experts, and different goals.

I'd be happy to learn about your organization, understand the challenges you're trying to solve, and explore which engagement is the right place to begin.

04 AI Specifications

3 Weeks

Prepare your selected workflows for reliable AI implementation through clear, implementation-ready specifications.

Typical activities may include

  • Defining agent specifications

  • Designing evaluation scenarios

  • Recommending pilot approaches

  • Planning implementation

Typical deliverables may include

  • Agent specifications

  • AI workflow specifications

  • Evaluation scenarios (Evals)

  • Pilot strategy

03 Human-AI Design

3 Weeks

Design how humans and AI should collaborate across your selected workflows.

Typical activities may include

  • Defining human and AI responsibilities

  • Establishing decision ownership

  • Designing oversight and escalation paths

  • Planning for exceptions

Typical deliverables may include

  • Human–AI collaboration design

  • Future-state workflow

  • Responsibility model

  • AI opportunity recommendations