Case studies

What it looks like when it ships.

A few engagements told the long way: the situation, what I did, and what came out the other side.

Building zOS — my own AI operating system, in daily use

Founder & operator · 2025–present · z-os.ai · the system I dogfood
The situation

Running a portfolio of ventures and advisory work alongside life, at high tempo — more context than one person can hold, more decisions than one person can gate by hand. A single AI chatbot doesn’t solve it; an undisciplined fleet of them is worse.

What I did
  • Built zOS: a fleet of context-walled AI roles, each in its own room, each shipping real work while I stay the human who gates it.
  • Designed it verify-not-promise: roles prove state before claiming it — no fabricated success, real failures surfaced plainly.
  • Stood up a values layer, a priority stack, and a review cadence so the system stays honest as it scales.
The outcome
  • [TEO: confirm specific outcome line — e.g. roles/agents in daily use across N contexts]
  • [TEO: confirm specific outcome line — e.g. hours/week reclaimed or throughput multiple]
  • [TEO: confirm specific outcome line — e.g. error/escape rate, or what the gate has caught]

I dogfood exactly what I sell — the operating model I bring to clients is the one I run on myself every day.

Form Health

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

What I did
  • Led the business-model pivot from B2C to employer B2B2C, navigating payer and employer contracting and compliance.
  • Reorganized Product / Design / Eng / Data 3× (to ~25+) into four autonomous units.
  • Put AI into the clinical workflow: record review, scribe, summaries, inbound-call handling.
The outcome
  • Scaled ARR and patients 15× in two years while doubling gross margin past 50%.
  • 50% reduction in clinical visit time; patient-access lead time cut 10× (months to days).
  • ~50% of inbound calls handled by AI; 30% less clinician time on messaging.

Strategy first, then AI — the model pivot is what made the AI gains bankable.

Form Health product UI
Form Health product UI
Form Health product UI
Form Health product UI

UnitedHealth / Rally Health · Optum Digital

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

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

What I did
  • 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.
The 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).
  • Launches covered by Businesswire, CNBC, and others.

At payer scale, the win is making one coherent experience out of many vendors.

UnitedHealth product UI
UnitedHealth product UI
UnitedHealth product UI

Sana Benefits

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

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

What I did
  • 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.
The outcome
  • Grew the solution 50%+ (Q3’22–Q3’23), gross margin +20 points (to 60%+), R&D spend −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+.

A new care line can pay for itself fast if the unit economics are designed in from day one.

Sana Benefits product UI
Sana Benefits product UI
Sana Benefits product UI
Sana Benefits product UI

Collective Health

Director of Product · 2014–2020 · health benefits administration platform
The situation

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

What I did
  • Early product hire; helped scale 0→1.
  • Shipped provider search, HIPAA-compliant messaging, claims transparency, a personalized member hub, and a mobile app.
The outcome
  • 30→500+ employees, 0→60+ employer clients, 0→250k members.
  • 0→USD 40M+ ARR on a platform supporting USD 1B+/yr in healthcare spend.
  • A study linked the model to 45% lower employer total cost (JAMA Network Open).

The 0→1 product decisions compound — get the data model and the member hub right early.

Collective Health product UI
Collective Health product UI
Collective Health product UI
Collective Health product UI

Explore what we could do together

Book a free intro call — we’ll see if there’s a fit and scope a 2–4 week problem framing engagement if there is.

Free intro call