Work with me

Understand the work. Redesign it for AI.

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

Each sprint tackles a specific operational challenge and produces a complete deliverable you can use independently or build on through additional sprints.

Start where your organization needs the most clarity.


Choose an Engagement

01 Workflow Discovery

3 Weeks

Understand how work gets done today and identify 1-2 workflows that matter most.

Activities may include

  • Understanding the business ecosystem

  • Identifying operational roles

  • Prioritizing key workflows

  • Mapping current-state work

Deliverables may include

  • Business ecosystem map

  • Operational personas

  • Prioritized workflow inventory

  • Current-state workflow maps

02 Workflow Intelligence

3 Weeks

Capture the knowledge, decisions, rules, and exceptions behind your selected workflows.

Activities may include

  • Mapping activities and decisions

  • Capturing knowledge and business rules

  • Identifying judgment and exceptions

  • Mapping supporting systems and information

Deliverables may include

  • Workflow Intelligence Specification

  • Decision maps

  • Knowledge model

  • Exception library

03 Human-AI Design

3 Weeks

Redesign the workflow around the strengths of people, AI, and technology.

Activities may include

  • Determining where AI should participate

  • Defining human and AI responsibilities

  • Designing oversight and escalation

  • Designing future-state workflows

Deliverables may include

  • Human–AI collaboration model

  • Future-state workflow

  • Responsibility model

  • Solution recommendations

04 AI Solutions Design

3 Weeks

Turn the redesigned workflow into something that can be built, tested, and prepared for implementation.

Activities may include

  • Designing agentic workflows

  • Building and testing prototypes

  • Defining agent behavior and requirements

  • Designing evaluation scenarios

Deliverables may include

  • Working prototype

  • Agent & workflow specifications

  • Evaluation scenarios (Evals)

  • Implementation-ready specs


How Engagements Work

Every sprint lasts three weeks and produces a complete deliverable.

Most engagements focus on one to two medium-complexity workflows. Larger initiatives can continue through additional workflows and sprints.

Start with the problem you need to solve. Continue only when it creates value.


Who I Work With

Point5to1™ is designed for organizations where complex work depends on expertise and judgment.

Wealth management firms

Middle-market companies

Family offices

Enterprise companies

Founder-led companies

AI automation agencies


Is This Right for You?

Point5to1™ can help if you're asking:

  • Which workflows should we redesign for AI?

  • Where should humans remain involved?

  • Where does expert judgment actually happen?

  • How do we capture the knowledge AI needs?

  • Why isn't our AI prototype ready for real work?

  • How do we turn a workflow into something AI can reliably support?

The goal is to understand the work before deciding how AI should participate.


Start a Conversation

Have a workflow, operational challenge, or AI initiative you're trying to move forward?

Let's understand the work and determine the right place to start.