MIKE SULLIVAN is Co-Founder and Chief Growth Officer of OneDigital, one of the largest privately held insurance, retirement, financial services, and HR advisory firms in the United States. Over three decades, Sullivan guided OneDigital from a startup to a $1.7 billion enterprise operating from over 250 offices nationwide, earning a spot on the Inc. 5000 list for fourteen consecutive years.VINAY GIDWANEY is Chief Product Officer at OneDigital and the architect of the firm’s AI strategy and its Workforce Intelligence framework. He previously co-founded Maxwell Health, a benefits technology company acquired by Sun Life Financial, and during the pandemic led technology for one of the country’s largest COVID-19 vaccination campaigns, which administered 1.2 million doses. Earlier in his career, he was a neuroscience researcher at the MIT Media Lab, and was named one of MIT Technology Review’s Top 100 Innovators Under 35 as co-founder of a support automation software company later acquired by CA.

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• Foreword by Adam Bruckman ixIntroduction xiChapter 1 The Radiating Red Dot 1The Book That Reshaped My Thinking 9The Fear Factor 12A New Framework for a New Era 14Chapter 2 Managing Your Entire Workforce 17Keith and the Story of Workforce Management 20Meagan and Elizabeth: Tangible Metrics and What Comes Monday 26Chapter 3 The Workforce Intelligence Score 31The Signal Is Behavioral 34The J-Curve 39Reading the Score in Four Bands 40Chapter 4 The First Paradigm Shift: Transactional to Collaborative 43Chapter 5 The Second Paradigm Shift: Individual to Enterprise AI Collaboration 59Chapter 6 Start with the Job Description 71Where to Start 76Writing the Job Description 82Specialist Coworkers 86Chapter 7 Hiring Ben: The Three-Phase Lifecycle 91Phase One: Internship 94Phase Two: Apprenticeship 96Phase Three: Full-Time 99Ongoing Supervisor Education 101Chapter 8 Building the Hybrid Workforce 105The Five-Tier Fluency Model 112Three Types of AI in the Hybrid Workforce 119Training as a Sustained Cadence 124Chapter 9 The Paradox of AI in Our Image 129Why They Have Faces 132The Work-Life and Personal-Life Line 136The Reframe Stories 138Addressing Assumptions About AI 143Chapter 10 Owning Your Intelligence 149Build on Top of the Models 154Make the Intelligence Visible 156Build the Intelligence Map 157Compounding Intelligence 161Chapter 11 The Humanity Test 165The Faces 167The Humanity Test 168A Word We Use Every Day Now 170What Only the Blended Workforce Can Build 171The Deal That Has to Be Made 172The Partnership That Wrote This Book 174What We Still Do Not Know 175A Final Word 175Appendices 177Appendix A: The WI Score Calculator 179Appendix B: For the Individual Employee: Your Personal WI Playbook 183viii ContentsAppendix C: The Work Center Framework and Irreducibility Test 187Appendix D: The Coworker Job Description Template and Opportunity Scorecard 195Appendix E: The Hybrid Workforce Architecture 199Appendix F: The Intelligence Map Starter Guide 201Appendix G: Monday Morning Checklist 203Notes 207Acknowledgments 215About the Authors 217Index 219

MIKE SULLIVAN is Co-Founder and Chief Growth Officer of OneDigital, one of the largest privately held insurance, retirement, financial services, and HR advisory firms in the United States. Over three decades, Sullivan guided OneDigital from a startup to a $1.7 billion enterprise operating from over 250 offices nationwide, earning a spot on the Inc. 5000 list for fourteen consecutive years.VINAY GIDWANEY is Chief Product Officer at OneDigital and the architect of the firm’s AI strategy and its Workforce Intelligence framework. He previously co-founded Maxwell Health, a benefits technology company acquired by Sun Life Financial, and during the pandemic led technology for one of the country’s largest COVID-19 vaccination campaigns, which administered 1.2 million doses. Earlier in his career, he was a neuroscience researcher at the MIT Media Lab, and was named one of MIT Technology Review’s Top 100 Innovators Under 35 as co-founder of a support automation software company later acquired by CA.

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• Foreword by Adam Bruckman ixIntroduction xiChapter 1 The Radiating Red Dot 1The Book That Reshaped My Thinking 9The Fear Factor 12A New Framework for a New Era 14Chapter 2 Managing Your Entire Workforce 17Keith and the Story of Workforce Management 20Meagan and Elizabeth: Tangible Metrics and What Comes Monday 26Chapter 3 The Workforce Intelligence Score 31The Signal Is Behavioral 34The J-Curve 39Reading the Score in Four Bands 40Chapter 4 The First Paradigm Shift: Transactional to Collaborative 43Chapter 5 The Second Paradigm Shift: Individual to Enterprise AI Collaboration 59Chapter 6 Start with the Job Description 71Where to Start 76Writing the Job Description 82Specialist Coworkers 86Chapter 7 Hiring Ben: The Three-Phase Lifecycle 91Phase One: Internship 94Phase Two: Apprenticeship 96Phase Three: Full-Time 99Ongoing Supervisor Education 101Chapter 8 Building the Hybrid Workforce 105The Five-Tier Fluency Model 112Three Types of AI in the Hybrid Workforce 119Training as a Sustained Cadence 124Chapter 9 The Paradox of AI in Our Image 129Why They Have Faces 132The Work-Life and Personal-Life Line 136The Reframe Stories 138Addressing Assumptions About AI 143Chapter 10 Owning Your Intelligence 149Build on Top of the Models 154Make the Intelligence Visible 156Build the Intelligence Map 157Compounding Intelligence 161Chapter 11 The Humanity Test 165The Faces 167The Humanity Test 168A Word We Use Every Day Now 170What Only the Blended Workforce Can Build 171The Deal That Has to Be Made 172The Partnership That Wrote This Book 174What We Still Do Not Know 175A Final Word 175Appendices 177Appendix A: The WI Score Calculator 179Appendix B: For the Individual Employee: Your Personal WI Playbook 183viii ContentsAppendix C: The Work Center Framework and Irreducibility Test 187Appendix D: The Coworker Job Description Template and Opportunity Scorecard 195Appendix E: The Hybrid Workforce Architecture 199Appendix F: The Intelligence Map Starter Guide 201Appendix G: Monday Morning Checklist 203Notes 207Acknowledgments 215About the Authors 217Index 219

MIKE SULLIVAN is Co-Founder and Chief Growth Officer of OneDigital, one of the largest privately held insurance, retirement, financial services, and HR advisory firms in the United States. Over three decades, Sullivan guided OneDigital from a startup to a $1.7 billion enterprise operating from over 250 offices nationwide, earning a spot on the Inc. 5000 list for fourteen consecutive years.VINAY GIDWANEY is Chief Product Officer at OneDigital and the architect of the firm’s AI strategy and its Workforce Intelligence framework. He previously co-founded Maxwell Health, a benefits technology company acquired by Sun Life Financial, and during the pandemic led technology for one of the country’s largest COVID-19 vaccination campaigns, which administered 1.2 million doses. Earlier in his career, he was a neuroscience researcher at the MIT Media Lab, and was named one of MIT Technology Review’s Top 100 Innovators Under 35 as co-founder of a support automation software company later acquired by CA.

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• Foreword by Adam Bruckman ixIntroduction xiChapter 1 The Radiating Red Dot 1The Book That Reshaped My Thinking 9The Fear Factor 12A New Framework for a New Era 14Chapter 2 Managing Your Entire Workforce 17Keith and the Story of Workforce Management 20Meagan and Elizabeth: Tangible Metrics and What Comes Monday 26Chapter 3 The Workforce Intelligence Score 31The Signal Is Behavioral 34The J-Curve 39Reading the Score in Four Bands 40Chapter 4 The First Paradigm Shift: Transactional to Collaborative 43Chapter 5 The Second Paradigm Shift: Individual to Enterprise AI Collaboration 59Chapter 6 Start with the Job Description 71Where to Start 76Writing the Job Description 82Specialist Coworkers 86Chapter 7 Hiring Ben: The Three-Phase Lifecycle 91Phase One: Internship 94Phase Two: Apprenticeship 96Phase Three: Full-Time 99Ongoing Supervisor Education 101Chapter 8 Building the Hybrid Workforce 105The Five-Tier Fluency Model 112Three Types of AI in the Hybrid Workforce 119Training as a Sustained Cadence 124Chapter 9 The Paradox of AI in Our Image 129Why They Have Faces 132The Work-Life and Personal-Life Line 136The Reframe Stories 138Addressing Assumptions About AI 143Chapter 10 Owning Your Intelligence 149Build on Top of the Models 154Make the Intelligence Visible 156Build the Intelligence Map 157Compounding Intelligence 161Chapter 11 The Humanity Test 165The Faces 167The Humanity Test 168A Word We Use Every Day Now 170What Only the Blended Workforce Can Build 171The Deal That Has to Be Made 172The Partnership That Wrote This Book 174What We Still Do Not Know 175A Final Word 175Appendices 177Appendix A: The WI Score Calculator 179Appendix B: For the Individual Employee: Your Personal WI Playbook 183viii ContentsAppendix C: The Work Center Framework and Irreducibility Test 187Appendix D: The Coworker Job Description Template and Opportunity Scorecard 195Appendix E: The Hybrid Workforce Architecture 199Appendix F: The Intelligence Map Starter Guide 201Appendix G: Monday Morning Checklist 203Notes 207Acknowledgments 215About the Authors 217Index 219