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Phase 1 Proposal · Discovery & Roadmap · 13 May 2026 · Strictly Private & Confidential

Embedding AI across
every desk at BEE.

A 4-week Discovery & Roadmap engagement to turn Alessandro's intuition — that AI belongs everywhere in the business — into a sequenced, costed, owner-mapped transformation plan.

Prepared for

Alessandro Bisagni
CEO, BEE Inc.

Prepared by

Michele De Filippo, PhD
CEO, Midas Analytics

Engagement

Phase 1 — Discovery

Duration

4 weeks

§ 01 — Executive summary

You've already had the right insight.

You joined our Openclaw workshop and didn't stop there. You set up Elio — your own AI system — and put it to work. That curiosity is the engine.

"AI should be embedded across every part of the business. The hard part is knowing what, where, and how. I want to identify the right place to start, then begin executing." — Alessandro Bisagni, CEO Captured from our last call.

The objective of this engagement

Figure out, for BEE Inc., where to play and how to win in the AI game.

§ 02 What we heard

The current state (in a nutshell).

BEE today, organized by vertical. Each card includes the lead contact we'll engage in Phase 1.

This is my understanding — please correct me where I'm wrong

Sales

11 regions, one rep each

Japan, Australia, Italy, Mongolia, UAE, China, and more. Lead contacts: Ale (CEO), Ray (China), Ahmed (UAE).

PM

Umbrella over Consulting, Monitoring, Testing

No dedicated PMO — leads come out of each engineering sub-function: Consulting, Monitoring, and Testing. Lead contacts: one leader from each of the three teams.

Marketing & Comms

Vacant seat, hiring in PH

Quarterly campaigns, social (LI, FB, X) + blog/news. SEO under-invested. Lead contacts: Ale, plus the new Canva + Claude-literate hire.

HR

No dedicated owner

Lightly scoped this engagement — not the highest-leverage vertical right now. Lead contact: Ale.

Finance

5 people · 11 entities

Xero across 11 legal entities — month-end, intercompany, billing, plus org-wide tool admin. Lead contacts: the two finance leaders.

§ 03 Tooling reality

The stack today — by who uses it.

Who uses what, today.

Tool	Sales	Finance	Notes
MS Outlook, MS Teams			Backbone, fine.
Zoho Begin, Contacts+	Ale	admin	Zoho disliked. Ale uses Contacts+. Pain
Smartsheet	Ale		300+ projects · MCP available. Critical
(in-house) software			BEE's in-house monitoring product.
PeopleHR.net		admin	Finance administers; covers all staff.
Fireflies, Read.ai	Ale		Fragmented stacks. Consolidate
Zoho Billing			Software subscriptions.
Xero			11 legal entities.
Pulseapp.com			"Can be replaced by AI." Retire?
Joiin			Intercompany across 11 entities.
Harvest			Engineers log time → P&L per project.
Notion	Ale		Only Ale officially; others on private accounts. Formalise
SharePoint proposals			Outdated template; agents recreate ad hoc. Pain
Mailchimp			Quarterly cadence.
Canva (planned)			Marketing greenfield.
Claude	AleAhmed	×2	4 active users — rest under-utilising. Skill gap

§ 04 Phase 1 objectives

Three things you will have on day 28.

A scored opportunity portfolio across all seven verticals — Sales, PM, Engineering (Consulting / Monitoring / Testing), Marketing & Comms, Finance, with HR rolled in lightly.
A target tooling map — what stays, what consolidates, what gets retired (e.g. Pulse), what gets a Claude/MCP layer on top, plus which AI tools each role at BEE should use (Claude, ChatGPT, Cursor, specialized agents — mapped person-by-person).
A plan for how AI fits into BEE's day-to-day workflow — vertical by vertical, role by role, with owners, dependencies, and a clear sequence to roll it out.

§ 05 Approach

Three parallel workstreams.

Each workstream maps directly to a Phase 1 objective. A small senior team, a weekly cadence with you, and structured interviews with the people who actually do the work — not "what could AI do?" but "walk me through your last week."

Workstream A → Objective 01

Vertical deep-dives

Structured interviews + observational shadowing, vertical by vertical. Named targets per week: Sales (Ale, Ray, Ahmed). PM + Engineering leaders (Consulting, Monitoring, Testing). Marketing & Comms + HR. Finance (2 leaders).

→ Scored opportunity portfolio

Workstream B → Objective 02

Tool & data audit

Per tool: who uses it, what data lives in it, is it accessible via API/MCP, what would replacement or augmentation look like. Deep dives on Smartsheet, Zoho, Xero+Joiin+Pulse, Harvest, SharePoint proposals.

→ Target tooling map

Workstream C → Objective 03

Roadmap synthesis

Take the opportunity portfolio, the tooling map, and the readiness signal — fold them into a sequenced plan with owners, effort estimates, dependencies, and expected impact.

→ Sequenced rollout plan

§ 06 Timeline

Day 28: where to play, how to win — answered.

In 28 days BEE walks into the board with a costed, owner-mapped transformation plan and the roadmap to fund. Bar colors map to the workstream. Hover any bar for detail.

Prep Workstream A — Vertical deep-dives Workstream B — Tool & data audit Workstream C — Roadmap synthesis

Activity

Week 0Prep

Week 1Finance

Week 2PM & Eng

Week 3Sales

Week 4Marketing & synthesis

Define details & kick off

Kickoff

Finance interviews

Finance

Tool inventory & audit

Tool audit

PM & Engineering interviews

PM & Eng

Sales interviews

Sales

Marketing & HR interviews

Marketing + HR

Synthesis & readout

Synthesis

§ 07 Team & cost

An AI + Data pair, in your boardroom.

Team

Michele De Filippo, PhD — AI Lead
CEO, Midas Analytics. Owns AI strategy, executive interface, roadmap synthesis, and the vertical interviews.

Anirudh Agarwal — Data Engineer
Data inventory and leverage — what data BEE has, where it lives, how to put it to work. Owns the dashboard architecture and the data audit.

Phase 1 fee — fixed price

USD 19,000

For 4 weeks of structured discovery, travel for one in-person workshop if useful, and the final executive readout.

Billing	50% kickoff · 50% Week 4
Excluded	3rd-party API costs · BEE staff time
After HK R&D credit	≈ USD 9,600 effective

§ 08 Financial incentive

Working with us cuts your cost in half.

Phase 1 qualifies for the HKSAR Inland Revenue Department's enhanced R&D tax deduction. Midas Analytics is a certified Designated Local Research Institution (DLRI) — No. D041.

300% tax deduction on qualifying R&D expenditure under the Inland Revenue Ordinance, Cap. 112.

✓ Requirement 01 satisfied

Payment must go to a DLRI

Midas Analytics is certified — DLRI No. D041, valid 24 months from 11 July 2024. Scope: Computer & Information Sciences.

✓ Requirement 02 satisfied

R&D in Hong Kong, new/improved tech

Phase 1 is delivered out of Hong Kong, centred on AI-native discovery, data architecture, and system design for BEE. Exactly the activity the ordinance targets.

DLRI Instrument of Designation — Midas Analytics Limited, No. D041

Click to enlarge

Instrument of Designation — D041

The certificate, on file.

Issued by the HKSAR Innovation and Technology Commission under Cap. 112. Midas attaches it to BEE's R&D supplementary tax filing.

ITC — DLRI program DLRI list Cap. 112 IRO IRD DIPN 55 IRD Form S3 FAQ

Applied to this engagement

Phase 1 feeHKD 148,200 · USD 19,000

300% tax deductionHKD 444,600

Tax savings @ 16.5% profits tax− HKD 73,359

Effective cost after savingsHKD 74,841 · ~USD 9,600

−50% Effective discount on Phase 1

§ 09 Why Midas

AI + Data expertise — the pair you need to ship.

The shape of this engagement

Four weeks.
One transformation plan, at half price.

We don't sell pre-baked frameworks. We sit with your team, audit the stack on real data, and leave you with a costed, owner-mapped roadmap — not a slide deck.

0 %

R&D tax deduction
DLRI No. D041 — IRD-certified

A plan you can fund.

We finish Phase 1 with a costed, owner-mapped roadmap — the kind BEE can take straight to the board, with the numbers and the names already in place.

An AI + Data expert is what you need.

Michele (PhD, CEO — AI strategy & delivery) + Anirudh (Data Engineer — pipelines, dashboards, leverage).

We've sequenced this shape before.

Distributed engineering, multi-entity finance, sprawling SaaS, AI-curious leadership without depth in the team. Familiar territory.

§ 10 From here to kickoff

Three steps to start.

A simple path from your thumbs-up to Week 0.

Step 01

Your green light.

A short "let's do this" from BEE confirms the engagement and the scope.

Step 02

NDA & SA.

Midas drafts and circulates the NDA and the service agreement. You sign.

Step 03

Kickoff.

Project starts per the timeline — Week 0 (prep) begins immediately after signature.

Thank you.

Looking forward to figuring out — together — where BEE plays and how BEE wins in the AI game.

midasanalytics.ai