Case studies

Selected outcomes with situation, approach and outcome.

zOS: Reliable, context-safe AI multi-agent system

Founder & operator · 2025–present
Situation

Running a portfolio of ventures and advisory work at high tempo — more context than one person can hold, more decisions than one person can gate by hand. Sensitive material across very different domains can’t be allowed to bleed together, and a single undisciplined assistant only makes that worse.

Approach
  • Built a fleet of context-walled AI roles: each domain lives in its own walled context, so sensitive data stays isolated and never bleeds across — a privacy strength, not a data dragnet.
  • Designed it verify-not-promise: a role proves its state before it claims it, so you stay in control and nothing ships on a promise.
  • Productivity layer: immediate analysis and context-crunching across domains, with a priority stack and review cadence that keep throughput high as it scales.
Outcome
  • A fleet of 30+ context-walled AI roles across ~5 domains, in daily use — each domain isolated, none bleeding into another.
  • ~XX hrs/week of coordination and analysis reclaimed.
  • A verify-not-promise gate catches fabricated state before it ships — it has caught real errors in self-certified work.

Form Health: AI in clinical care

SVP Product & Technology (CPTO) · 2024–2026 · obesity and cardiometabolic care

AI in clinical workflows, improving business outcomes and the product

Situation

A B2C obesity-care company that needed to scale, lift margin, and put AI to work in a clinical setting — without breaking the care model.

Approach
  • Led the business-model pivot from B2C to employer B2B2C, navigating payer and employer contracting and compliance.
  • Pivoted the roadmap to cardiometabolic care.
  • Scaled and grew product engineering 4×+, reorganized into autonomous units.
  • Put AI into the clinical workflow: record review, scribe, summaries, inbound-call handling.
Outcome
  • Scaled ARR and patients 15× in two years, doubled gross margin above benchmark, built new products and AI.
  • Led the B2C→B2B2C pivot — payer/employer contracting and compliance.
  • Scaled Product/Design/Eng/Data org 3× (~25+) into four autonomous units.
  • AI in product: ~50% less clinical visit time, patient access 10× faster, 30% less clinician messaging, ~50% of inbound calls AI-handled.
  • Built a 2+ year roadmap extending Form into cardiometabolic care.
Form Health product UI
Form Health product UI
Form Health product UI
Form Health product UI
Form Health product UI
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UnitedHealth / Rally Health: Virtual care at national scale

Senior Director of Product · 2020–2022 · Fortune-10 health plan
Situation

A national health plan needed a coherent, personalized digital member experience and a virtual-care strategy at scale.

Approach
  • Re-envisioned the personalized member experience.
  • Defined virtual-care strategy and shipped an end-to-end Virtual Care Hub.
  • Launched UHC’s Virtual-First Health Plan (NavigateNOW) and a new Virtual Primary Care offering.
Outcome
  • Member experience reaching ~4M monthly active users.
  • Virtual Care Hub shipped to ~40M members across Optum Care and partners (Teladoc, Amwell, Doctor On Demand).
UnitedHealth product UI
UnitedHealth product UI
UnitedHealth product UI

Sana Benefits: Growth & unit economics

VP Product & Engineering · 2022–2024 · self-funded health insurance for SMBs
Situation

An SMB self-funded insurer needing growth, margin, and a new in-house care offering.

Approach
  • Grew the SMB & broker solution; rearchitected care navigation and provider search.
  • Launched Sana Care, a new Virtual Primary Care practice.
  • Built product-led-growth infrastructure with journey tracking.
Outcome
  • Grew by 50%+, while doubling gross margin above benchmark and reducing R&D spend by ~40%.
  • Managed benefits/enrollment for 2,000+ businesses, 30,000+ members.
  • Sana Care: 1,000 patients and break-even within four months; NPS doubled to 50+.
Sana Benefits product UI
Sana Benefits product UI
Sana Benefits product UI
Sana Benefits product UI

Collective Health: Compounding 0-to-1 build

Director of Product · 2014–2020 · health benefits administration platform
Situation

An early-stage benefits-administration platform scaling from zero.

Approach
  • Early product hire; helped scale 0→1.
  • Shipped provider search, HIPAA-compliant messaging, claims transparency, a personalized member hub, and a mobile app.
Outcome
Collective Health product UI
Collective Health product UI
Collective Health product UI
Collective Health product UI